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, Q1 2024
Institutional positions in Karat Packaging Inc. as of Mar 31, 2024. 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
- 93
- −1 vs. Q4 2023
- Shares held
- 5.13M
- +98.5K (+2.0%) vs. Q4 2023
- Total value
- $146.7M
- +$21.7M (+17.3%) vs. Q4 2023
- New holders
- 10
- 35 more added
- Sold out
- 11
- 30 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Karat Packaging Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 462,760 | $13.2M | 0.00% | −63,776−12.1% | Reduced |
| BlackRock Inc. | 363,357 | $10.4M | 0.00% | +10,277+2.9% | Added |
| Ameriprise Financial Inc | 354,387 | $10.1M | 0.00% | −25,579−6.7% | Reduced |
| Vanguard Group Inc | 348,678 | $9.98M | 0.00% | +2,804+0.8% | Added |
| Wasatch Advisors Inc | 325,203 | $9.30M | 0.05% | −18,844−5.5% | Reduced |
| American Century Companies Inc | 310,542 | $8.88M | 0.01% | −70,181−18.4% | Reduced |
| UBS Group AG | 274,890 | $7.86M | 0.00% | +105,758+62.5% | Added |
| Acadian Asset Management LLC | 261,895 | $7.49M | 0.03% | +27,370+11.7% | Added |
| Bank of New York Mellon Corp | 165,902 | $4.75M | 0.00% | +3,049+1.9% | Added |
| De Lisle Partners LLP | 149,143 | $4.26M | 0.98% | +149,143 | New |
| Geode Capital Management, LLC | 142,147 | $4.07M | 0.00% | +2,089+1.5% | Added |
| Kornitzer Capital Management Inc | 126,657 | $3.62M | 0.07% | −42,430−25.1% | Reduced |
| State Street Corp | 121,341 | $3.47M | 0.00% | +5,111+4.4% | Added |
| Dimensional Fund Advisors LP | 118,076 | $3.38M | 0.00% | +36,582+44.9% | Added |
| Los Angeles Capital Management LLC | 87,811 | $2.51M | 0.01% | −10,447−10.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 85,351 | $2.44M | 0.19% | +891+1.1% | Added |
| AQR Capital Management LLC | 84,911 | $2.43M | 0.00% | +76,500+909.5% | Added |
| Rice Hall James & Associates, LLC | 83,206 | $2.38M | 0.14% | +3,996+5.0% | Added |
| Zacks Investment Management | 78,837 | $2.26M | 0.02% | +13,505+20.7% | Added |
| CI Private Wealth, LLC | 66,847 | $1.91M | 0.00% | −653−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 64,049 | $1.83M | 0.02% | +15,786+32.7% | Added |
| Price T Rowe Associates Inc | 61,547 | $1.76M | 0.00% | +30,137+95.9% | Added |
| SEI Investments Co | 57,753 | $1.65M | 0.00% | −12,437−17.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 55,400 | $1.58M | 0.09% | 00.0% | Unchanged |
| Northern Trust Corp | 54,065 | $1.55M | 0.00% | −320−0.6% | Reduced |
| Millennium Management LLC | 51,226 | $1.47M | 0.00% | +17,195+50.5% | Added |
| Two Sigma Advisers, LP | 50,100 | $1.43M | 0.00% | −7,500−13.0% | Reduced |
| Gratia Capital, LLC | 44,184 | $1.26M | 2.17% | −78,041−63.9% | Reduced |
| Two Sigma Investments, LP | 43,500 | $1.24M | 0.00% | −16,947−28.0% | Reduced |
| Victory Capital Management Inc | 40,465 | $1.16M | 0.00% | −2,839−6.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 36,922 | $1.06M | 0.00% | +710+2.0% | Added |
| LPL Financial LLC | 35,159 | $1.01M | 0.00% | +1,695+5.1% | Added |
| Citadel Advisors LLC | 33,903 | $970.0K | 0.00% | −10,431−23.5% | Reduced |
| Barclays PLC | 32,324 | $924.8K | 0.00% | −5,527−14.6% | Reduced |
| Renaissance Technologies LLC | 30,815 | $882.0K | 0.00% | +3,300+12.0% | Added |
| Denali Advisors LLC | 26,600 | $761.0K | 0.22% | −5,000−15.8% | Reduced |
| Ancora Advisors, LLC | 26,572 | $760.2K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 26,444 | $757.0K | 0.00% | +2,096+8.6% | Added |
| Ritholtz Wealth Management | 25,265 | $722.8K | 0.02% | +7,378+41.2% | Added |
| Janus Henderson Group PLC | 22,146 | $633.6K | 0.00% | −954−4.1% | Reduced |
| State of Wisconsin Investment Board | 21,100 | $603.7K | 0.00% | +5,000+31.1% | Added |
| Morgan Stanley | 20,654 | $590.9K | 0.00% | +757+3.8% | Added |
| Perritt Capital Management Inc | 20,000 | $572.2K | 0.31% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 18,667 | $534.1K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 19,066 | $528.7K | 0.15% | +1,165+6.5% | Added |
| JPMorgan Chase & Co | 16,945 | $484.8K | 0.00% | −998−5.6% | Reduced |
| STRS Ohio | 16,800 | $480.0K | 0.00% | −1,900−10.2% | Reduced |
| Man Group plc | 15,806 | $452.2K | 0.00% | +15,806 | New |
| Qube Research & Technologies Ltd | 14,633 | $418.6K | 0.00% | +10,025+217.6% | Added |
| Gsa Capital Partners LLP | 13,806 | $395.0K | 0.03% | +1,681+13.9% | Added |
| Bailard, Inc. | 13,443 | $384.6K | 0.01% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 11,814 | $338.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 11,172 | $319.6K | 0.00% | −1,631−12.7% | Reduced |
| Rhumbline Advisers | 8,816 | $252.2K | 0.00% | +618+7.5% | Added |
| Quadrature Capital Ltd | 7,517 | $215.1K | 0.00% | −17,875−70.4% | Reduced |
| Nuveen Asset Management, LLC | 7,348 | $210.2K | 0.00% | +7,348 | New |
| Caxton Associates LP | 7,341 | $210.0K | 0.01% | +7,341 | New |
| Deutsche Bank AG | 5,704 | $163.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,640 | $161.0K | 0.00% | −129−2.2% | Reduced |
| Hillsdale Investment Management Inc. | 4,800 | $137.3K | 0.01% | −1,500−23.8% | Reduced |
| Bank of America Corp | 4,355 | $124.6K | 0.00% | −3,650−45.6% | Reduced |
| SG Americas Securities, LLC | 4,004 | $115.0K | 0.00% | +4,004 | New |
| MetLife Investment Management | 3,377 | $96.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,347 | $95.8K | 0.00% | −28−0.8% | Reduced |
| New York State Common Retirement Fund | 3,101 | $88.7K | 0.00% | +4+0.1% | Added |
| Wells Fargo & Company | 3,022 | $86.5K | 0.00% | +273+9.9% | Added |
| Royal Bank of Canada | 3,002 | $86.0K | 0.00% | −4,442−59.7% | Reduced |
| CoreCap Advisors, LLC | 2,290 | $65.5K | 0.00% | +2,290 | New |
| Financial Management Professionals, Inc. | 1,562 | $45.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,273 | $36.4K | 0.00% | +12+1.0% | Added |
| Citigroup Inc | 1,149 | $32.9K | 0.00% | +10+0.9% | Added |
| IFP Advisors, Inc | 783 | $22.4K | 0.00% | −61−7.2% | Reduced |
| Legal & General Group Plc | 751 | $21.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 683 | $19.5K | 0.00% | −435−38.9% | Reduced |
| FMR LLC | 644 | $18.4K | 0.00% | +38+6.3% | Added |
| Nisa Investment Advisors, LLC | 600 | $17.2K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 608 | $17.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 525 | $15.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 373 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 359 | $10.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 367 | $10.0K | 0.00% | +367 | New |
| GWM Advisors LLC | 324 | $9.27K | 0.00% | +324 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 201 | $5.75K | 0.00% | +74+58.3% | Added |
| Advisor Group Holdings, Inc. | 200 | $5.72K | 0.00% | +11+5.8% | Added |
| Amalgamated Bank | 158 | $5.00K | 0.00% | −616−79.6% | Reduced |
| Comerica Bank | 157 | $4.49K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 92 | $2.63K | 0.00% | −1,631−94.7% | Reduced |
| Continuum Advisory, LLC | 89 | $2.58K | 0.00% | +89 | New |
| Huntington National Bank | 69 | $1.97K | 0.00% | +10+16.9% | Added |
| Lindbrook Capital, LLC | 62 | $1.77K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 57 | $1.63K | 0.00% | +9+18.8% | Added |
| Covestor Ltd | 33 | $1.00K | 0.00% | +33 | New |
| Federation des caisses Desjardins du Quebec | 10 | $286 | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,772−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −12,695−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −11,358−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,468−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |