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, Q4 2023
Institutional positions in Karat Packaging Inc. as of Dec 31, 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
- 94
- +12 vs. Q3 2023
- Shares held
- 5.03M
- +425.6K (+9.2%) vs. Q3 2023
- Total value
- $125.0M
- +$19.0M (+17.9%) vs. Q3 2023
- New holders
- 24
- 40 more added
- Sold out
- 12
- 19 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Karat Packaging Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 526,536 | $13.1M | 0.00% | −46,400−8.1% | Reduced |
| American Century Companies Inc | 380,723 | $9.46M | 0.01% | +32,315+9.3% | Added |
| Ameriprise Financial Inc | 379,966 | $9.44M | 0.00% | −1,745−0.5% | Reduced |
| BlackRock Inc. | 353,080 | $8.77M | 0.00% | +57,383+19.4% | Added |
| Vanguard Group Inc | 345,874 | $8.59M | 0.00% | +12,723+3.8% | Added |
| Wasatch Advisors Inc | 344,047 | $8.55M | 0.05% | −5,628−1.6% | Reduced |
| Acadian Asset Management LLC | 234,525 | $5.82M | 0.02% | +50,905+27.7% | Added |
| UBS Group AG | 169,132 | $4.20M | 0.00% | +76,497+82.6% | Added |
| Kornitzer Capital Management Inc | 169,087 | $4.20M | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 162,853 | $4.05M | 0.00% | +146,554+899.2% | Added |
| Geode Capital Management, LLC | 140,058 | $3.48M | 0.00% | +19,208+15.9% | Added |
| Gratia Capital, LLC | 122,225 | $3.04M | 6.32% | −142,775−53.9% | Reduced |
| State Street Corp | 116,230 | $2.89M | 0.00% | +30,290+35.2% | Added |
| Los Angeles Capital Management LLC | 98,258 | $2.44M | 0.01% | +47,377+93.1% | Added |
| Uniplan Investment Counsel, Inc. | 84,460 | $2.12M | 0.16% | −8,810−9.4% | Reduced |
| Dimensional Fund Advisors LP | 81,494 | $2.03M | 0.00% | +25,283+45.0% | Added |
| Rice Hall James & Associates, LLC | 79,210 | $1.97M | 0.11% | −4,804−5.7% | Reduced |
| SEI Investments Co | 70,190 | $1.74M | 0.00% | −2,684−3.7% | Reduced |
| CI Private Wealth, LLC | 67,500 | $1.68M | 0.00% | +67,500 | New |
| Zacks Investment Management | 65,332 | $1.62M | 0.02% | −1,886−2.8% | Reduced |
| Two Sigma Investments, LP | 60,447 | $1.50M | 0.00% | +4,159+7.4% | Added |
| Two Sigma Advisers, LP | 57,600 | $1.43M | 0.00% | +22,200+62.7% | Added |
| Punch & Associates Investment Management, Inc. | 55,400 | $1.38M | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 54,385 | $1.35M | 0.00% | +6,878+14.5% | Added |
| O'Shaughnessy Asset Management, LLC | 48,263 | $1.20M | 0.02% | +20,481+73.7% | Added |
| Citadel Advisors LLC | 44,334 | $1.10M | 0.00% | +23,424+112.0% | Added |
| Victory Capital Management Inc | 43,304 | $1.08M | 0.00% | −3,080−6.6% | Reduced |
| Barclays PLC | 37,851 | $940.6K | 0.00% | +7,529+24.8% | Added |
| Jacobs Levy Equity Management, Inc | 36,212 | $899.9K | 0.00% | +20,959+137.4% | Added |
| Millennium Management LLC | 34,031 | $845.7K | 0.00% | −10,509−23.6% | Reduced |
| LPL Financial LLC | 33,464 | $831.6K | 0.00% | −250−0.7% | Reduced |
| Denali Advisors LLC | 31,600 | $785.3K | 0.24% | +19,800+167.8% | Added |
| Price T Rowe Associates Inc | 31,410 | $782.0K | 0.00% | +31,410 | New |
| Renaissance Technologies LLC | 27,515 | $684.0K | 0.00% | +8,900+47.8% | Added |
| Ancora Advisors, LLC | 26,572 | $660.3K | 0.02% | −200−0.7% | Reduced |
| Quadrature Capital Ltd | 25,392 | $631.8K | 0.01% | −1,698−6.3% | Reduced |
| Janney Montgomery Scott LLC | 24,348 | $605.0K | 0.00% | +3,668+17.7% | Added |
| Janus Henderson Group PLC | 23,100 | $574.0K | 0.00% | +23,100 | New |
| Squarepoint Ops LLC | 22,772 | $565.9K | 0.00% | +9,614+73.1% | Added |
| Perritt Capital Management Inc | 20,000 | $497.0K | 0.28% | 00.0% | Unchanged |
| Morgan Stanley | 19,897 | $494.5K | 0.00% | +5,983+43.0% | Added |
| STRS Ohio | 18,700 | $464.0K | 0.00% | +4,200+29.0% | Added |
| Charles Schwab Investment Management Inc | 18,667 | $463.9K | 0.00% | +2,685+16.8% | Added |
| JPMorgan Chase & Co | 17,943 | $445.9K | 0.00% | +6,107+51.6% | Added |
| Ellsworth Advisors, LLC | 17,901 | $444.8K | 0.14% | +531+3.1% | Added |
| Ritholtz Wealth Management | 17,887 | $444.5K | 0.02% | +7,336+69.5% | Added |
| State of Wisconsin Investment Board | 16,100 | $400.1K | 0.00% | +16,100 | New |
| Bailard, Inc. | 13,443 | $334.1K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 12,803 | $318.2K | 0.00% | +12,803 | New |
| Summit Global Investments | 12,695 | $315.0K | 0.02% | +12,695 | New |
| Gsa Capital Partners LLP | 12,125 | $301.0K | 0.03% | +12,125 | New |
| Seizert Capital Partners, LLC | 11,814 | $293.6K | 0.01% | +11,814 | New |
| D. E. Shaw & Co., Inc. | 11,358 | $282.2K | 0.00% | +11,358 | New |
| Jump Financial, LLC | 9,100 | $226.1K | 0.01% | −3,005−24.8% | Reduced |
| Winton Group Ltd | 8,468 | $210.4K | 0.02% | +8,468 | New |
| AQR Capital Management LLC | 8,411 | $209.0K | 0.00% | +8,411 | New |
| Rhumbline Advisers | 8,198 | $203.7K | 0.00% | +531+6.9% | Added |
| Bank of America Corp | 8,005 | $198.9K | 0.00% | +4,019+100.8% | Added |
| Royal Bank of Canada | 7,444 | $185.0K | 0.00% | +1,877+33.7% | Added |
| Hillsdale Investment Management Inc. | 6,300 | $156.6K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,769 | $143.0K | 0.00% | +79+1.4% | Added |
| Deutsche Bank AG | 5,704 | $141.7K | 0.00% | +42+0.7% | Added |
| Qube Research & Technologies Ltd | 4,608 | $114.5K | 0.00% | +4,608 | New |
| MetLife Investment Management | 3,377 | $83.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,375 | $83.9K | 0.00% | +525+18.4% | Added |
| New York State Common Retirement Fund | 3,097 | $77.0K | 0.00% | −1,836−37.2% | Reduced |
| Wells Fargo & Company | 2,749 | $68.3K | 0.00% | +608+28.4% | Added |
| Tower Research Capital LLC (TRC) | 1,723 | $42.8K | 0.00% | +875+103.2% | Added |
| Financial Management Professionals, Inc. | 1,562 | $39.0K | 0.01% | +1,562 | New |
| Copeland Capital Management, LLC | 1,261 | $31.3K | 0.00% | +1,261 | New |
| McGlone Suttner Wealth Management, Inc. | 1,154 | $28.7K | 0.01% | +1,154 | New |
| Citigroup Inc | 1,139 | $28.3K | 0.00% | +949+499.5% | Added |
| California State Teachers Retirement System | 1,118 | $27.8K | 0.00% | −142−11.3% | Reduced |
| IFP Advisors, Inc | 844 | $21.0K | 0.00% | +844 | New |
| Aquatic Capital Management LLC | 800 | $20.0K | 0.00% | +800 | New |
| Amalgamated Bank | 774 | $19.0K | 0.00% | −47−5.7% | Reduced |
| Legal & General Group Plc | 751 | $18.7K | 0.00% | +92+14.0% | Added |
| FMR LLC | 606 | $15.1K | 0.00% | +500+471.7% | Added |
| New York State Teachers Retirement System | 608 | $15.0K | 0.00% | +608 | New |
| Nisa Investment Advisors, LLC | 600 | $14.9K | 0.00% | −2,300−79.3% | Reduced |
| Meeder Asset Management Inc | 525 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 375 | $9.30K | 0.00% | +20+5.6% | Added |
| Metropolitan Life Insurance Co | 373 | $9.27K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 359 | $8.92K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 189 | $4.70K | 0.00% | +189 | New |
| Comerica Bank | 157 | $3.90K | 0.00% | +45+40.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $3.15K | 0.00% | −80−38.6% | Reduced |
| Advisory Services Network, LLC | 113 | $2.81K | 0.00% | +113 | New |
| Lindbrook Capital, LLC | 62 | $1.54K | 0.00% | +62 | New |
| Huntington National Bank | 59 | $1.47K | 0.00% | +59 | New |
| Allworth Financial LP | 48 | $1.19K | 0.00% | +48 | New |
| Allspring Global Investments Holdings, LLC | 40 | $994 | 0.00% | +40 | New |
| Federation des caisses Desjardins du Quebec | 10 | $249 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −74,339−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −60,268−100.0% | Sold out |
| Check Capital Management Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,141−100.0% | Sold out |