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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 10 | $231 | 0.00% | +10 | New |
| FMR LLC | 106 | $2.44K | 0.00% | +6+6.0% | Added |
| Comerica Bank | 112 | $2.58K | 0.00% | +112 | New |
| Citigroup Inc | 190 | $4.38K | 0.00% | −1,695−89.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 207 | $4.77K | 0.00% | +207 | New |
| Raleigh Capital Management Inc. | 355 | $8.19K | 0.00% | +355 | New |
| Ameritas Investment Partners, Inc. | 359 | $8.28K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 373 | $8.60K | 0.00% | +373 | New |
| Ronald Blue Trust, Inc. | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 525 | $12.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 659 | $15.2K | 0.00% | +55+9.1% | Added |
| Amalgamated Bank | 821 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 848 | $19.6K | 0.00% | −201−19.2% | Reduced |
| Dorsey Wright & Associates | 918 | $21.2K | 0.01% | +918 | New |
| California State Teachers Retirement System | 1,260 | $29.1K | 0.00% | −640−33.7% | Reduced |
| Wells Fargo & Company | 2,141 | $49.4K | 0.00% | −1,240−36.7% | Reduced |
| American International Group, Inc. | 2,850 | $65.7K | 0.00% | +101+3.7% | Added |
| Nisa Investment Advisors, LLC | 2,900 | $66.9K | 0.00% | +2,900 | New |
| MetLife Investment Management | 3,377 | $77.9K | 0.00% | +3,377 | New |
| Bank of America Corp | 3,986 | $91.9K | 0.00% | +3,204+409.7% | Added |
| Quantbot Technologies LP | 4,253 | $98.1K | 0.01% | +4,253 | New |
| New York State Common Retirement Fund | 4,933 | $113.8K | 0.00% | −20−0.4% | Reduced |
| Royal Bank of Canada | 5,567 | $128.0K | 0.00% | −301−5.1% | Reduced |
| Deutsche Bank AG | 5,662 | $130.6K | 0.00% | +1,521+36.7% | Added |
| Lazard Asset Management LLC | 5,690 | $131.0K | 0.00% | +5,690 | New |
| Hillsdale Investment Management Inc. | 6,300 | $145.3K | 0.01% | +6,300 | New |
| Rhumbline Advisers | 7,667 | $176.8K | 0.00% | +271+3.7% | Added |
| IHT Wealth Management, LLC | 9,671 | $223.0K | 0.01% | +9,671 | New |
| Goldman Sachs Group Inc | 9,970 | $229.9K | 0.00% | +9,970 | New |
| Ritholtz Wealth Management | 10,551 | $243.3K | 0.01% | +10,551 | New |
| Denali Advisors LLC | 11,800 | $272.1K | 0.10% | +10,700+972.7% | Added |
| JPMorgan Chase & Co | 11,836 | $272.9K | 0.00% | +7,285+160.1% | Added |
| Jump Financial, LLC | 12,105 | $279.1K | 0.01% | +12,105 | New |
| Squarepoint Ops LLC | 13,158 | $303.4K | 0.00% | +13,158 | New |
| Bailard, Inc. | 13,443 | $310.0K | 0.01% | +13,443 | New |
| Morgan Stanley | 13,914 | $320.9K | 0.00% | −1,434−9.3% | Reduced |
| STRS Ohio | 14,500 | $334.0K | 0.00% | +11,800+437.0% | Added |
| Occudo Quantitative Strategies LP | 15,060 | $347.3K | 0.04% | +15,060 | New |
| Calamos Advisors LLC | 15,222 | $351.0K | 0.00% | +15,222 | New |
| Jacobs Levy Equity Management, Inc | 15,253 | $351.7K | 0.00% | +15,253 | New |
| Charles Schwab Investment Management Inc | 15,982 | $368.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,299 | $375.9K | 0.00% | −1,023−5.9% | Reduced |
| Ellsworth Advisors, LLC | 17,370 | $379.5K | 0.13% | +17,370 | New |
| Marshall Wace, LLP | 17,141 | $395.3K | 0.00% | +1,947+12.8% | Added |
| Renaissance Technologies LLC | 18,615 | $429.0K | 0.00% | +18,615 | 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 |
| Janney Montgomery Scott LLC | 20,680 | $477.0K | 0.00% | +20,680 | New |
| Citadel Advisors LLC | 20,910 | $482.2K | 0.00% | +10,434+99.6% | Added |
| Ancora Advisors, LLC | 26,772 | $617.4K | 0.02% | −56,133−67.7% | Reduced |
| Quadrature Capital Ltd | 27,090 | $626.6K | 0.01% | +27,090 | New |
| O'Shaughnessy Asset Management, LLC | 27,782 | $640.7K | 0.01% | +27,782 | New |
| Barclays PLC | 30,322 | $699.2K | 0.00% | −5,527−15.4% | Reduced |
| LPL Financial LLC | 33,714 | $777.4K | 0.00% | +33,714 | New |
| Two Sigma Advisers, LP | 35,400 | $816.3K | 0.00% | +35,400 | New |
| Millennium Management LLC | 44,540 | $1.03M | 0.00% | −16,777−27.4% | Reduced |
| Victory Capital Management Inc | 46,384 | $1.07M | 0.00% | −1,280−2.7% | Reduced |
| Northern Trust Corp | 47,507 | $1.10M | 0.00% | +2,513+5.6% | Added |
| Los Angeles Capital Management LLC | 50,881 | $1.17M | 0.00% | +50,881 | New |
| Punch & Associates Investment Management, Inc. | 55,400 | $1.28M | 0.08% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 56,211 | $1.30M | 0.00% | +27,178+93.6% | Added |
| Two Sigma Investments, LP | 56,288 | $1.30M | 0.00% | +56,288 | New |
| EAM Investors, LLC | 60,268 | $1.39M | 0.27% | +60,268 | New |
| Zacks Investment Management | 67,218 | $1.55M | 0.02% | +67,218 | New |
| SEI Investments Co | 72,874 | $1.68M | 0.00% | +21,469+41.8% | Added |
| Russell Investments Group, Ltd. | 74,339 | $1.71M | 0.00% | +74,339 | New |
| Rice Hall James & Associates, LLC | 84,014 | $1.94M | 0.12% | +84,014 | New |
| State Street Corp | 85,940 | $1.98M | 0.00% | +5,000+6.2% | Added |
| Uniplan Investment Counsel, Inc. | 93,270 | $2.05M | 0.16% | +5,764+6.6% | Added |
| UBS Group AG | 92,635 | $2.14M | 0.00% | −1,301−1.4% | Reduced |
| Geode Capital Management, LLC | 120,850 | $2.79M | 0.00% | +6,687+5.9% | Added |
| Kornitzer Capital Management Inc | 169,087 | $3.90M | 0.08% | −38,410−18.5% | Reduced |
| Acadian Asset Management LLC | 183,620 | $4.23M | 0.02% | +152,207+484.5% | Added |
| Gratia Capital, LLC | 265,000 | $6.11M | 8.23% | +121,309+84.4% | Added |
| BlackRock Inc. | 295,697 | $6.82M | 0.00% | −47,603−13.9% | Reduced |
| Vanguard Group Inc | 333,151 | $7.68M | 0.00% | +53,373+19.1% | Added |
| American Century Companies Inc | 348,408 | $8.03M | 0.01% | −106,109−23.3% | Reduced |
| Wasatch Advisors Inc | 349,675 | $8.06M | 0.05% | −134,132−27.7% | Reduced |
| Ameriprise Financial Inc | 381,711 | $8.80M | 0.00% | +32,741+9.4% | Added |
| Wellington Management Group LLP | 572,936 | $13.2M | 0.00% | −17,900−3.0% | 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 |