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Karat Packaging Inc.

KRT
Exchange
Nasdaq
Industry
Plastics Products, NEC
SEC CIK
0001758021

In the last 90 days, Karat Packaging Inc. insiders filed 0 open-market purchases and 3 sales; 142 institutions reported holding it in 13F filings for Q2 2026, worth $237.6M in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in Karat Packaging Inc. as of Jun 30, 2023. 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
52
+6 vs. Q1 2023
Shares held
4.20M
−92.9K (−2.2%) vs. Q1 2023
Total value
$76.6M
+$19.4M (+34.0%) vs. Q1 2023
New holders
9
23 more added
Sold out
3
15 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting KRT 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.

Institutional holdersQ2 2023: 52 institutions
Q1 2021: 0 institutionsQ2 2021: 37 institutionsQ3 2021: 35 institutionsQ4 2021: 35 institutionsQ1 2022: 44 institutionsQ2 2022: 46 institutionsQ3 2022: 46 institutionsQ4 2022: 45 institutionsQ1 2023: 46 institutionsQ2 2023: 52 institutionsQ3 2023: 82 institutionsQ4 2023: 94 institutionsQ1 2024: 93 institutionsQ2 2024: 101 institutionsQ3 2024: 100 institutionsQ4 2024: 102 institutionsQ1 2025: 105 institutionsQ2 2025: 129 institutionsQ3 2025: 126 institutionsQ4 2025: 124 institutionsQ1 2026: 132 institutionsQ2 2026: 142 institutions
Value heldQ2 2023: $76.6M
Q1 2021: $0Q2 2021: $83.4MQ3 2021: $82.9MQ4 2021: $78.8MQ1 2022: $82.2MQ2 2022: $72.0MQ3 2022: $75.7MQ4 2022: $61.9MQ1 2023: $57.2MQ2 2023: $76.6MQ3 2023: $106.1MQ4 2023: $125.0MQ1 2024: $146.7MQ2 2024: $154.4MQ3 2024: $132.8MQ4 2024: $152.8MQ1 2025: $138.3MQ2 2025: $179.3MQ3 2025: $151.1MQ4 2025: $144.8MQ1 2026: $179.4MQ2 2026: $237.6M
Institutions holding KRT and their total value by quarter
QuarterHoldersValue
Q2 2026142$237.6M
Q1 2026132$179.4M
Q4 2025124$144.8M
Q3 2025126$151.1M
Q2 2025129$179.3M
Q1 2025105$138.3M
Q4 2024102$152.8M
Q3 2024100$132.8M
Q2 2024101$154.4M
Q1 202493$146.7M
Q4 202394$125.0M
Q3 202382$106.1M
Q2 202352$76.6M
Q1 202346$57.2M
Q4 202245$61.9M
Q3 202246$75.7M
Q2 202246$72.0M
Q1 202244$82.2M
Q4 202135$78.8M
Q3 202135$82.9M
Q2 202137$83.4M
Q1 20210$0

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Karat Packaging Inc.; share changes are against Q1 2023.

Institutions holding KRT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP590,836$10.8M0.00%+375,000+173.7%Added
Wasatch Advisors Inc483,807$8.83M0.05%−11,050−2.2%Reduced
American Century Companies Inc454,517$8.29M0.01%+6,918+1.5%Added
Ameriprise Financial Inc348,970$6.37M0.00%+348,970New
BlackRock Inc.343,300$6.27M0.00%+24,531+7.7%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management330,248$6.03M0.24%−3,005−0.9%Reduced
Vanguard Group Inc279,778$5.11M0.00%−3,346−1.2%Reduced
Kornitzer Capital Management Inc207,497$3.79M0.07%−95,500−31.5%Reduced
Gratia Capital, LLC143,691$2.62M3.65%+46,291+47.5%Added
Geode Capital Management, LLC114,163$2.08M0.00%+6,728+6.3%Added
UBS Group AG93,936$1.71M0.00%−20,164−17.7%Reduced
Uniplan Investment Counsel, Inc.87,506$1.60M0.12%+87,506New
Ancora Advisors, LLC82,905$1.51M0.04%−7,090−7.9%Reduced
State Street Corp80,940$1.48M0.00%+11,220+16.1%Added
Millennium Management LLC61,317$1.12M0.00%+5,404+9.7%Added
Punch & Associates Investment Management, Inc.55,400$1.01M0.06%+2,016+3.8%Added
SEI Investments Co51,405$938.1K0.00%+4,975+10.7%Added
Victory Capital Management Inc47,664$869.9K0.00%−12,511−20.8%Reduced
Northern Trust Corp44,994$821.1K0.00%+775+1.8%Added
Barclays PLC35,849$654.2K0.00%−1,781−4.7%Reduced
Acadian Asset Management LLC31,413$569.0K0.00%+26,931+600.9%Added
Bank of Montreal29,450$540.0K0.00%+29,450New
Dimensional Fund Advisors LP29,033$529.9K0.00%+7,879+37.2%Added
Bank of New York Mellon Corp17,322$316.1K0.00%+3,938+29.4%Added
Crossmark Global Holdings, Inc.16,282$316.0K0.01%00.0%Unchanged
Charles Schwab Investment Management Inc15,982$291.7K0.00%−681−4.1%Reduced
Morgan Stanley15,348$280.1K0.00%+1,755+12.9%Added
Marshall Wace, LLP15,194$277.3K0.00%+15,194New
Blair William & Co12,121$221.2K0.00%−3,623−23.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main10,800$197.1K0.00%00.0%Unchanged
Citadel Advisors LLC10,476$191.2K0.00%−4,268−28.9%Reduced
Perritt Capital Management Inc10,000$182.5K0.10%+10,000New
Rhumbline Advisers7,396$135.0K0.00%+7,396New
Royal Bank of Canada5,868$107.0K0.00%+5,290+915.2%Added
New York State Common Retirement Fund4,953$90.4K0.00%00.0%Unchanged
JPMorgan Chase & Co4,551$83.1K0.00%+206+4.7%Added
Deutsche Bank AG4,141$75.6K0.00%+319+8.3%Added
Wells Fargo & Company3,381$61.7K0.00%+1,286+61.4%Added
American International Group, Inc.2,749$50.2K0.00%+11+0.4%Added
STRS Ohio2,700$49.0K0.00%+1,600+145.5%Added
California State Teachers Retirement System1,900$34.7K0.00%−209−9.9%Reduced
Citigroup Inc1,885$34.4K0.00%+1,858+6,881.5%Added
Denali Advisors LLC1,100$20.1K0.01%+1,100New
Tower Research Capital LLC (TRC)1,049$19.1K0.00%−369−26.0%Reduced
Amalgamated Bank821$15.0K0.00%+80+10.8%Added
Bank of America Corp782$14.3K0.00%−1,194−60.4%Reduced
Legal & General Group Plc604$11.0K0.00%00.0%Unchanged
Meeder Asset Management Inc525$9.58K0.00%−307−36.9%Reduced
Ronald Blue Trust, Inc.500$7.00K0.00%+500New
Ameritas Investment Partners, Inc.359$6.55K0.00%00.0%Unchanged
FMR LLC100$1.82K0.00%+41+69.5%Added
Covestor Ltd2$00.00%+2New
Driehaus Capital Management LLC0$00.00%−570,877−100.0%Sold out
Putnam Investments LLC0$00.00%−316,737−100.0%Sold out
AWM Investment Company, Inc.0$00.00%−75,359−100.0%Sold out