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