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 2026
Institutional positions in Kadant Inc as of Mar 31, 2026. 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
- 321
- +26 vs. Q4 2025
- Shares held
- 13.1M
- +1.40M (+12.0%) vs. Q4 2025
- Total value
- $3.84B
- +$495.4M (+14.8%) vs. Q4 2025
- New holders
- 57
- 124 more added
- Sold out
- 31
- 92 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $293 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $585 | 0.00% | +1+100.0% | Added |
| Gilpin Wealth Management, LLC | 2 | $585 | 0.00% | +1+100.0% | Added |
| Sunbelt Securities, Inc. | 2 | $585 | 0.00% | +1+100.0% | Added |
| Ankerstar Wealth, LLC | 2 | $585 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 2 | $585 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $585 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 3 | $877 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $877 | 0.00% | +2+200.0% | Added |
| Bell Investment Advisors, Inc | 3 | $878 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 4 | $1.17K | 0.00% | −2−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $1.17K | 0.00% | +4 | New |
| Bogart Wealth, LLC | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $1.75K | 0.00% | +4+200.0% | Added |
| Farmers & Merchants Investments Inc | 7 | $2.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $2.05K | 0.00% | +1+16.7% | Added |
| CVA Family Office, LLC | 7 | $2.05K | 0.00% | +7 | New |
| Ancora Advisors, LLC | 8 | $2.34K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $2.63K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 9 | $2.63K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $2.92K | 0.00% | +10 | New |
| Richardson Capital Management LLC | 10 | $2.92K | 0.00% | +10 | New |
| National Bank of Canada | 11 | $3.21K | 0.00% | +1+10.0% | Added |
| Rothschild Investment LLC | 11 | $3.22K | 0.00% | +6+120.0% | Added |
| Advisory Services Network, LLC | 11 | $3.22K | 0.00% | +11 | New |
| Armstrong Advisory Group, Inc | 12 | $3.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $3.76K | 0.00% | +13 | New |
| Sound Income Strategies, LLC | 13 | $3.79K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.09K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 15 | $4.38K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 16 | $4.68K | 0.00% | +13+433.3% | Added |
| Bare Financial Services, Inc | 19 | $5.55K | 0.00% | +12+171.4% | Added |
| Danske Bank A/S | 20 | $5.85K | 0.00% | −80−80.0% | Reduced |
| Chilton Capital Management LLC | 20 | $5.85K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 23 | $6.72K | 0.00% | +23 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 25 | $7.31K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 25 | $7.31K | 0.01% | +25 | New |
| EverSource Wealth Advisors, LLC | 27 | $7.89K | 0.00% | +9+50.0% | Added |
| Meramec Financial Planners, LLC | 24 | $7.94K | 0.00% | +5+26.3% | Added |
| Assetmark, Inc | 31 | $9.06K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 34 | $9.88K | 0.00% | +34 | New |
| JNBA Financial Advisors | 34 | $9.94K | 0.00% | +34 | New |
| Atlantic Union Bankshares Corp | 35 | $10.2K | 0.00% | +35 | New |
| LRI Investments, LLC | 41 | $12.0K | 0.00% | +7+20.6% | Added |
| Harbour Investments, Inc. | 41 | $12.0K | 0.00% | +41 | New |
| Signaturefd, LLC | 42 | $12.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 46 | $13.4K | 0.00% | +4+9.5% | Added |
| Harbor Capital Advisors, Inc. | 52 | $15.0K | 0.00% | +29+126.1% | Added |
| Covestor Ltd | 52 | $15.0K | 0.01% | +52 | New |
| Key Financial Inc | 52 | $15.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 52 | $15.2K | 0.00% | +41+372.7% | Added |
| Colonial Trust Co | 63 | $17.9K | 0.00% | +63 | New |
| Sterling Capital Management LLC | 77 | $22.5K | 0.00% | +1+1.3% | Added |
| Westside Investment Management, Inc. | 78 | $22.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 81 | $23.7K | 0.00% | +81 | New |
| Opal Wealth Advisors, LLC | 88 | $25.7K | 0.01% | +88 | New |
| Freestone Grove Partners LP | 96 | $28.1K | 0.00% | −2,471−96.3% | Reduced |
| First Horizon Corp | 96 | $28.1K | 0.00% | −80−45.5% | Reduced |
| Quent Capital, LLC | 99 | $28.9K | 0.00% | +99 | New |
| Allworth Financial LP | 110 | $32.1K | 0.00% | +6+5.8% | Added |
| Huntington National Bank | 123 | $36.0K | 0.00% | +23+23.0% | Added |
| Resona Asset Management Co.,Ltd. | 127 | $36.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 130 | $38.0K | 0.00% | +15+13.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $42.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 161 | $46.1K | 0.00% | +99+159.7% | Added |
| Aster Capital Management (DIFC) Ltd | 144 | $48.5K | 0.02% | +144 | New |
| Park Place Capital Corp | 171 | $50.0K | 0.01% | +30+21.3% | Added |
| Parallel Advisors, LLC | 172 | $50.3K | 0.00% | +76+79.2% | Added |
| Farther Finance Advisors, LLC | 175 | $50.9K | 0.00% | −46−20.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 180 | $52.6K | 0.00% | −54−23.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 183 | $53.5K | 0.01% | +161+731.8% | Added |
| CWM, LLC | 190 | $55.5K | 0.00% | +103+118.4% | Added |
| Hilltop National Bank | 235 | $68.7K | 0.02% | +39+19.9% | Added |
| State of Wyoming | 244 | $71.3K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 250 | $73.1K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 332 | $94.6K | 0.00% | +78+30.7% | Added |
| Whittier Trust Co | 390 | $112.5K | 0.00% | +15+4.0% | Added |
| Bokf, NA | 400 | $116.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 400 | $116.9K | 0.00% | +200+100.0% | Added |
| KBC Group NV | 405 | $118.0K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 488 | $142.7K | 0.13% | −182−27.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 524 | $153.2K | 0.03% | +524 | New |
| MAI Capital Management | 530 | $154.9K | 0.00% | −12−2.2% | Reduced |
| Jones Financial Companies LLLP | 536 | $155.8K | 0.00% | +293+120.6% | Added |
| GAMMA Investing LLC | 535 | $156.4K | 0.01% | +274+105.0% | Added |
| Pacer Advisors, Inc. | 659 | $193.0K | 0.00% | +285+76.2% | Added |
| Moody National Bank Trust Division | 708 | $207.0K | 0.02% | −74−9.5% | Reduced |
| Associated Banc-Corp | 719 | $210.2K | 0.01% | +719 | New |
| CIBC Asset Management Inc | 725 | $212.0K | 0.00% | −15−2.0% | Reduced |
| RWC Asset Management LLP | 746 | $218.1K | 0.01% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 748 | $218.7K | 0.00% | +748 | New |
| Penobscot Investment Management Company, Inc. | 750 | $219.3K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 750 | $219.3K | 0.00% | −614−45.0% | Reduced |
| Ensign Peak Advisors, Inc | 755 | $220.7K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 781 | $228.3K | 0.21% | +781 | New |
| DnB Asset Management AS | 790 | $231.0K | 0.00% | +790 | New |
| Hantz Financial Services, Inc. | 792 | $232.0K | 0.00% | +547+223.3% | Added |
| Hardy Reed LLC | 813 | $237.7K | 0.02% | 00.0% | Unchanged |