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