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, Q3 2023
Institutional positions in Karat Packaging Inc. as of Sep 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
- 82
- +30 vs. Q2 2023
- Shares held
- 4.61M
- +407.5K (+9.7%) vs. Q2 2023
- Total value
- $106.1M
- +$29.4M (+38.4%) vs. Q2 2023
- New holders
- 35
- 22 more added
- Sold out
- 5
- 19 more reduced
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 142 | $237.6M |
| Q1 2026 | 132 | $179.4M |
| Q4 2025 | 124 | $144.8M |
| Q3 2025 | 126 | $151.1M |
| Q2 2025 | 129 | $179.3M |
| Q1 2025 | 105 | $138.3M |
| Q4 2024 | 102 | $152.8M |
| Q3 2024 | 100 | $132.8M |
| Q2 2024 | 101 | $154.4M |
| Q1 2024 | 93 | $146.7M |
| Q4 2023 | 94 | $125.0M |
| Q3 2023 | 82 | $106.1M |
| Q2 2023 | 52 | $76.6M |
| Q1 2023 | 46 | $57.2M |
| Q4 2022 | 45 | $61.9M |
| Q3 2022 | 46 | $75.7M |
| Q2 2022 | 46 | $72.0M |
| Q1 2022 | 44 | $82.2M |
| Q4 2021 | 35 | $78.8M |
| Q3 2021 | 35 | $82.9M |
| Q2 2021 | 37 | $83.4M |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Karat Packaging Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 572,936 | $13.2M | 0.00% | −17,900−3.0% | Reduced |
| Ameriprise Financial Inc | 381,711 | $8.80M | 0.00% | +32,741+9.4% | Added |
| Wasatch Advisors Inc | 349,675 | $8.06M | 0.05% | −134,132−27.7% | Reduced |
| American Century Companies Inc | 348,408 | $8.03M | 0.01% | −106,109−23.3% | Reduced |
| Vanguard Group Inc | 333,151 | $7.68M | 0.00% | +53,373+19.1% | Added |
| BlackRock Inc. | 295,697 | $6.82M | 0.00% | −47,603−13.9% | Reduced |
| Gratia Capital, LLC | 265,000 | $6.11M | 8.23% | +121,309+84.4% | Added |
| Acadian Asset Management LLC | 183,620 | $4.23M | 0.02% | +152,207+484.5% | Added |
| Kornitzer Capital Management Inc | 169,087 | $3.90M | 0.08% | −38,410−18.5% | Reduced |
| Geode Capital Management, LLC | 120,850 | $2.79M | 0.00% | +6,687+5.9% | Added |
| UBS Group AG | 92,635 | $2.14M | 0.00% | −1,301−1.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 93,270 | $2.05M | 0.16% | +5,764+6.6% | Added |
| State Street Corp | 85,940 | $1.98M | 0.00% | +5,000+6.2% | Added |
| Rice Hall James & Associates, LLC | 84,014 | $1.94M | 0.12% | +84,014 | New |
| Russell Investments Group, Ltd. | 74,339 | $1.71M | 0.00% | +74,339 | New |
| SEI Investments Co | 72,874 | $1.68M | 0.00% | +21,469+41.8% | Added |
| Zacks Investment Management | 67,218 | $1.55M | 0.02% | +67,218 | New |
| EAM Investors, LLC | 60,268 | $1.39M | 0.27% | +60,268 | New |
| Two Sigma Investments, LP | 56,288 | $1.30M | 0.00% | +56,288 | New |
| Dimensional Fund Advisors LP | 56,211 | $1.30M | 0.00% | +27,178+93.6% | Added |
| Punch & Associates Investment Management, Inc. | 55,400 | $1.28M | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 50,881 | $1.17M | 0.00% | +50,881 | New |
| Northern Trust Corp | 47,507 | $1.10M | 0.00% | +2,513+5.6% | Added |
| Victory Capital Management Inc | 46,384 | $1.07M | 0.00% | −1,280−2.7% | Reduced |
| Millennium Management LLC | 44,540 | $1.03M | 0.00% | −16,777−27.4% | Reduced |
| Two Sigma Advisers, LP | 35,400 | $816.3K | 0.00% | +35,400 | New |
| LPL Financial LLC | 33,714 | $777.4K | 0.00% | +33,714 | New |
| Barclays PLC | 30,322 | $699.2K | 0.00% | −5,527−15.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,782 | $640.7K | 0.01% | +27,782 | New |
| Quadrature Capital Ltd | 27,090 | $626.6K | 0.01% | +27,090 | New |
| Ancora Advisors, LLC | 26,772 | $617.4K | 0.02% | −56,133−67.7% | Reduced |
| Citadel Advisors LLC | 20,910 | $482.2K | 0.00% | +10,434+99.6% | Added |
| Janney Montgomery Scott LLC | 20,680 | $477.0K | 0.00% | +20,680 | New |
| Perritt Capital Management Inc | 20,000 | $461.2K | 0.27% | +10,000+100.0% | Added |
| Check Capital Management Inc | 20,000 | $461.2K | 0.04% | +20,000 | New |
| Aristides Capital LLC | 20,000 | $461.2K | 0.31% | +20,000 | New |
| Renaissance Technologies LLC | 18,615 | $429.0K | 0.00% | +18,615 | New |
| Marshall Wace, LLP | 17,141 | $395.3K | 0.00% | +1,947+12.8% | Added |
| Ellsworth Advisors, LLC | 17,370 | $379.5K | 0.13% | +17,370 | New |
| Bank of New York Mellon Corp | 16,299 | $375.9K | 0.00% | −1,023−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 15,982 | $368.5K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 15,253 | $351.7K | 0.00% | +15,253 | New |
| Calamos Advisors LLC | 15,222 | $351.0K | 0.00% | +15,222 | New |
| Occudo Quantitative Strategies LP | 15,060 | $347.3K | 0.04% | +15,060 | New |
| STRS Ohio | 14,500 | $334.0K | 0.00% | +11,800+437.0% | Added |
| Morgan Stanley | 13,914 | $320.9K | 0.00% | −1,434−9.3% | Reduced |
| Bailard, Inc. | 13,443 | $310.0K | 0.01% | +13,443 | New |
| Squarepoint Ops LLC | 13,158 | $303.4K | 0.00% | +13,158 | New |
| Jump Financial, LLC | 12,105 | $279.1K | 0.01% | +12,105 | New |
| JPMorgan Chase & Co | 11,836 | $272.9K | 0.00% | +7,285+160.1% | Added |
| Denali Advisors LLC | 11,800 | $272.1K | 0.10% | +10,700+972.7% | Added |
| Ritholtz Wealth Management | 10,551 | $243.3K | 0.01% | +10,551 | New |
| Goldman Sachs Group Inc | 9,970 | $229.9K | 0.00% | +9,970 | New |
| IHT Wealth Management, LLC | 9,671 | $223.0K | 0.01% | +9,671 | New |
| Rhumbline Advisers | 7,667 | $176.8K | 0.00% | +271+3.7% | Added |
| Hillsdale Investment Management Inc. | 6,300 | $145.3K | 0.01% | +6,300 | New |
| Lazard Asset Management LLC | 5,690 | $131.0K | 0.00% | +5,690 | New |
| Deutsche Bank AG | 5,662 | $130.6K | 0.00% | +1,521+36.7% | Added |
| Royal Bank of Canada | 5,567 | $128.0K | 0.00% | −301−5.1% | Reduced |
| New York State Common Retirement Fund | 4,933 | $113.8K | 0.00% | −20−0.4% | Reduced |
| Quantbot Technologies LP | 4,253 | $98.1K | 0.01% | +4,253 | New |
| Bank of America Corp | 3,986 | $91.9K | 0.00% | +3,204+409.7% | Added |
| MetLife Investment Management | 3,377 | $77.9K | 0.00% | +3,377 | New |
| Nisa Investment Advisors, LLC | 2,900 | $66.9K | 0.00% | +2,900 | New |
| American International Group, Inc. | 2,850 | $65.7K | 0.00% | +101+3.7% | Added |
| Wells Fargo & Company | 2,141 | $49.4K | 0.00% | −1,240−36.7% | Reduced |
| California State Teachers Retirement System | 1,260 | $29.1K | 0.00% | −640−33.7% | Reduced |
| Dorsey Wright & Associates | 918 | $21.2K | 0.01% | +918 | New |
| Tower Research Capital LLC (TRC) | 848 | $19.6K | 0.00% | −201−19.2% | Reduced |
| Amalgamated Bank | 821 | $19.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 659 | $15.2K | 0.00% | +55+9.1% | Added |
| Meeder Asset Management Inc | 525 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 373 | $8.60K | 0.00% | +373 | New |
| Ameritas Investment Partners, Inc. | 359 | $8.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 355 | $8.19K | 0.00% | +355 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 207 | $4.77K | 0.00% | +207 | New |
| Citigroup Inc | 190 | $4.38K | 0.00% | −1,695−89.9% | Reduced |
| Comerica Bank | 112 | $2.58K | 0.00% | +112 | New |
| FMR LLC | 106 | $2.44K | 0.00% | +6+6.0% | Added |
| Federation des caisses Desjardins du Quebec | 10 | $231 | 0.00% | +10 | New |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −330,248−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −29,450−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −16,282−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −12,121−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |