Kadant Inc
KAI- Exchange
- NYSE
- Industry
- Special Industry Machinery (No Metalworking Machinery)
- SEC CIK
- 0000886346
No open-market purchases or sales by Kadant Inc insiders were filed in the last 90 days; 327 institutions reported holding it in 13F filings for Q2 2026, worth $4.11B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Kadant Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 313
- +26 vs. Q4 2024
- Shares held
- 14.1M
- +1.18M (+9.1%) vs. Q4 2024
- Total value
- $4.73B
- +$292.2M (+6.6%) vs. Q4 2024
- New holders
- 53
- 108 more added
- Sold out
- 27
- 104 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 327 | $4.11B |
| Q1 2026 | 321 | $3.84B |
| Q4 2025 | 303 | $3.76B |
| Q3 2025 | 316 | $3.93B |
| Q2 2025 | 314 | $4.38B |
| Q1 2025 | 313 | $4.73B |
| Q4 2024 | 291 | $4.45B |
| Q3 2024 | 281 | $4.37B |
| Q2 2024 | 257 | $3.72B |
| Q1 2024 | 260 | $3.96B |
| Q4 2023 | 237 | $3.32B |
| Q3 2023 | 207 | $2.68B |
| Q2 2023 | 192 | $2.51B |
| Q1 2023 | 202 | $2.33B |
| Q4 2022 | 190 | $1.98B |
| Q3 2022 | 180 | $1.87B |
| Q2 2022 | 191 | $2.04B |
| Q1 2022 | 182 | $2.14B |
| Q4 2021 | 184 | $2.54B |
| Q3 2021 | 169 | $2.23B |
| Q2 2021 | 162 | $1.92B |
| Q1 2021 | 160 | $2.04B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 893 | $301.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 888 | $299.2K | 0.00% | +43+5.1% | Added |
| Steward Partners Investment Advisory, LLC | 870 | $293.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 836 | $281.7K | 0.00% | +57+7.3% | Added |
| Nebula Research & Development LLC | 831 | $280.0K | 0.03% | +831 | New |
| Smith Shellnut Wilson LLC | 825 | $278.0K | 0.13% | 00.0% | Unchanged |
| Captrust Financial Advisors | 821 | $276.6K | 0.00% | −17−2.0% | Reduced |
| Wealth Alliance | 814 | $274.2K | 0.03% | +48+6.3% | Added |
| Hardy Reed LLC | 811 | $273.2K | 0.02% | +95+13.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 808 | $272.2K | 0.00% | −408−33.6% | Reduced |
| TownSquare Capital, LLC | 808 | $272.2K | 0.00% | −66−7.6% | Reduced |
| Two Sigma Investments, LP | 800 | $269.5K | 0.00% | −393−32.9% | Reduced |
| STRS Ohio | 800 | $269.5K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 799 | $269.2K | 0.01% | +799 | New |
| Pacer Advisors, Inc. | 784 | $264.1K | 0.00% | +780+19,500.0% | Added |
| Ethic Inc. | 761 | $261.1K | 0.01% | +39+5.4% | Added |
| Cetera Investment Advisers | 760 | $255.9K | 0.00% | +40+5.6% | Added |
| Mackenzie Financial Corp | 759 | $255.7K | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 760 | $255.3K | 0.01% | +760 | New |
| Penobscot Investment Management Company, Inc. | 750 | $252.7K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 728 | $245.3K | 0.01% | +8+1.1% | Added |
| Congress Wealth Management LLC | 715 | $240.9K | 0.00% | −527−42.4% | Reduced |
| Petros Family Wealth, LLC | 702 | $236.5K | 0.26% | −3−0.4% | Reduced |
| Janney Montgomery Scott LLC | 695 | $234.0K | 0.00% | +97+16.2% | Added |
| MeadowBrook Investment Advisors LLC | 692 | $233.1K | 0.22% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 655 | $224.8K | 0.01% | −6−0.9% | Reduced |
| Quadrant Capital Group LLC | 664 | $223.7K | 0.01% | +521+364.3% | Added |
| Commonwealth Equity Services, LLC | 632 | $213.0K | 0.00% | +18+2.9% | Added |
| Associated Banc-Corp | 616 | $207.5K | 0.01% | −105−14.6% | Reduced |
| Contravisory Investment Management, Inc. | 543 | $182.9K | 0.04% | +490+924.5% | Added |
| Parkside Financial Bank & Trust | 518 | $174.5K | 0.02% | +16+3.2% | Added |
| KBC Group NV | 504 | $170.0K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 497 | $167.0K | 0.00% | −1,062−68.1% | Reduced |
| Fifth Third Bancorp | 442 | $148.9K | 0.00% | +83+23.1% | Added |
| Bokf, NA | 400 | $134.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 375 | $126.3K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 329 | $110.8K | 0.00% | +329 | New |
| Tower Research Capital LLC (TRC) | 317 | $106.8K | 0.00% | −531−62.6% | Reduced |
| Avanza Fonder AB | 296 | $103.7K | 0.00% | −168−36.2% | Reduced |
| Coldstream Capital Management Inc | 264 | $88.9K | 0.00% | +264 | New |
| Pflug Koory, LLC | 250 | $84.2K | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 249 | $83.9K | 0.00% | +226+982.6% | Added |
| GAMMA Investing LLC | 242 | $81.5K | 0.01% | +188+348.1% | Added |
| Whittier Trust Co of Nevada Inc | 218 | $73.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 189 | $63.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $63.0K | 0.00% | +1+0.5% | Added |
| Financial Management Professionals, Inc. | 177 | $59.6K | 0.01% | −15−7.8% | Reduced |
| Jones Financial Companies LLLP | 172 | $57.8K | 0.00% | +69+67.0% | Added |
| Boston Private Wealth LLC | 161 | $54.2K | 0.00% | +161 | New |
| Optimum Investment Advisors | 150 | $50.5K | 0.02% | +50+50.0% | Added |
| Advisor Group Holdings, Inc. | 143 | $48.2K | 0.00% | −40−21.9% | Reduced |
| First Horizon Advisors, Inc. | 139 | $47.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 130 | $43.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 126 | $42.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 123 | $41.4K | 0.00% | −123−50.0% | Reduced |
| MAI Capital Management | 122 | $41.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $39.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 115 | $38.7K | 0.00% | −2−1.7% | Reduced |
| Harbor Investment Advisory, LLC | 112 | $37.7K | 0.00% | −50−30.9% | Reduced |
| Harbour Investments, Inc. | 94 | $31.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 92 | $31.0K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 89 | $30.0K | 0.01% | +89 | New |
| CWM, LLC | 79 | $27.0K | 0.00% | +23+41.1% | Added |
| Painted Porch Advisors LLC | 80 | $27.0K | 0.01% | −174−68.5% | Reduced |
| V-Square Quantitative Management LLC | 71 | $23.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 70 | $23.6K | 0.00% | +38+118.8% | Added |
| Bares Capital Management, Inc. | 60 | $20.2K | 0.00% | +60 | New |
| Ci Investments Inc. | 52 | $18.0K | 0.00% | +2+4.0% | Added |
| Key Financial Inc | 52 | $17.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $17.2K | 0.00% | +2+3.8% | Added |
| Huntington National Bank | 50 | $16.8K | 0.00% | −3−5.7% | Reduced |
| Smartleaf Asset Management LLC | 50 | $16.8K | 0.00% | +2+4.2% | Added |
| Signaturefd, LLC | 41 | $13.8K | 0.00% | −1−2.4% | Reduced |
| Umb Bank N A | 29 | $9.77K | 0.00% | +29 | New |
| Rothschild Investment LLC | 26 | $8.76K | 0.00% | +9+52.9% | Added |
| Rise Advisors, LLC | 25 | $8.47K | 0.00% | −12−32.4% | Reduced |
| Harbor Capital Advisors, Inc. | 21 | $7.00K | 0.00% | +21 | New |
| Global Financial Private Client, LLC | 20 | $6.74K | 0.00% | +19+1,900.0% | Added |
| LRI Investments, LLC | 17 | $5.89K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 16 | $5.52K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $5.39K | 0.00% | +16 | New |
| CIBC Private Wealth Group, LLC | 18 | $5.25K | 0.00% | −20−52.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.72K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $4.72K | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 13 | $4.38K | 0.00% | +13 | New |
| Armstrong Advisory Group, Inc | 12 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 12 | $4.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $4.04K | 0.00% | +6+100.0% | Added |
| Mather Group, LLC. | 10 | $3.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $3.37K | 0.00% | +1+11.1% | Added |
| Grove Bank & Trust | 10 | $3.37K | 0.00% | +10 | New |
| Larson Financial Group LLC | 9 | $3.03K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $2.36K | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 6 | $2.02K | 0.00% | +1+20.0% | Added |
| Skopos Labs, Inc. | 6 | $2.02K | 0.00% | +6 | New |
| Bogart Wealth, LLC | 5 | $1.69K | 0.00% | −5−50.0% | Reduced |
| Stephens Consulting, LLC | 5 | $1.69K | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |