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 2024
Institutional positions in Karat Packaging Inc. as of Sep 30, 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
- 100
- 0 vs. Q2 2024
- Shares held
- 5.13M
- +316.4K (+6.6%) vs. Q2 2024
- Total value
- $132.8M
- −$9.49M (−6.7%) vs. Q2 2024
- New holders
- 16
- 41 more added
- Sold out
- 16
- 26 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Karat Packaging Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $26 | 0.00% | −66−98.5% | Reduced |
| IFP Advisors, Inc | 1 | $45 | 0.00% | −735−99.9% | Reduced |
| Sterling Capital Management LLC | 8 | $207 | 0.00% | +8 | New |
| Allworth Financial LP | 9 | $234 | 0.00% | −48−84.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 10 | $259 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $285 | 0.00% | +11 | New |
| Capital Performance Advisors LLP | 26 | $673 | 0.00% | +26 | New |
| Quadrant Capital Group LLC | 38 | $984 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $1.00K | 0.00% | +3+8.1% | Added |
| Harbor Capital Advisors, Inc. | 77 | $2.00K | 0.00% | +77 | New |
| Lindbrook Capital, LLC | 81 | $2.10K | 0.00% | +19+30.6% | Added |
| Signaturefd, LLC | 102 | $2.64K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 150 | $3.88K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 140 | $4.00K | 0.00% | −411−74.6% | Reduced |
| Deutsche Bank AG | 182 | $4.71K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $5.18K | 0.00% | +200 | New |
| Amalgamated Bank | 238 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 359 | $9.29K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 443 | $11.5K | 0.00% | −721−61.9% | Reduced |
| California State Teachers Retirement System | 496 | $12.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 657 | $17.0K | 0.00% | −256−28.0% | Reduced |
| Meeder Asset Management Inc | 676 | $17.5K | 0.00% | +151+28.8% | Added |
| Legal & General Group Plc | 749 | $19.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 741 | $20.0K | 0.00% | +97+15.1% | Added |
| Salem Investment Counselors Inc | 1,000 | $25.9K | 0.00% | +1,000 | New |
| Gladius Capital Management LP | 1,088 | $28.2K | 0.02% | −37−3.3% | Reduced |
| US Bancorp | 1,149 | $29.7K | 0.00% | +1,149 | New |
| Advisor Group Holdings, Inc. | 1,399 | $36.2K | 0.00% | +1,103+372.6% | Added |
| Financial Management Professionals, Inc. | 1,562 | $40.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,882 | $48.7K | 0.00% | +1,882 | New |
| Comerica Bank | 2,532 | $65.6K | 0.00% | +95+3.9% | Added |
| Delphi Management Inc | 2,786 | $72.0K | 0.07% | +2,786 | New |
| JPMorgan Chase & Co | 3,058 | $79.2K | 0.00% | +42+1.4% | Added |
| New York State Common Retirement Fund | 3,103 | $80.3K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,658 | $94.7K | 0.00% | −23−0.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,680 | $95.0K | 0.00% | +1,880+104.4% | Added |
| Nisa Investment Advisors, LLC | 3,676 | $95.2K | 0.00% | +3,061+497.7% | Added |
| MetLife Investment Management | 3,750 | $97.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,793 | $98.2K | 0.00% | +539+16.6% | Added |
| Wells Fargo & Company | 4,583 | $118.6K | 0.00% | +1,393+43.7% | Added |
| Allspring Global Investments Holdings, LLC | 4,685 | $121.3K | 0.00% | −34,607−88.1% | Reduced |
| Bank of America Corp | 8,243 | $213.4K | 0.00% | +211+2.6% | Added |
| Aviva PLC | 8,391 | $217.2K | 0.00% | +1,048+14.3% | Added |
| Citigroup Inc | 8,772 | $227.1K | 0.00% | +7,244+474.1% | Added |
| STRS Ohio | 9,800 | $253.7K | 0.00% | −1,700−14.8% | Reduced |
| Perritt Capital Management Inc | 10,000 | $258.9K | 0.13% | −5,000−33.3% | Reduced |
| Seizert Capital Partners, LLC | 10,385 | $268.9K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,424 | $269.9K | 0.00% | +1,221+13.3% | Added |
| Nuveen Asset Management, LLC | 11,217 | $290.4K | 0.00% | +672+6.4% | Added |
| Squarepoint Ops LLC | 11,752 | $304.3K | 0.00% | +11,752 | New |
| Qube Research & Technologies Ltd | 12,115 | $313.7K | 0.00% | +539+4.7% | Added |
| Bailard, Inc. | 12,636 | $327.1K | 0.01% | −4,307−25.4% | Reduced |
| Goldman Sachs Group Inc | 13,777 | $356.7K | 0.00% | +13,777 | New |
| Kings Path Partners LLC | 15,498 | $401.2K | 0.17% | +15,498 | New |
| SEI Investments Co | 15,902 | $411.7K | 0.00% | −34,754−68.6% | Reduced |
| Two Sigma Investments, LP | 17,738 | $459.2K | 0.00% | −1,072−5.7% | Reduced |
| Citadel Advisors LLC | 17,973 | $465.3K | 0.00% | +7,464+71.0% | Added |
| Charles Schwab Investment Management Inc | 19,720 | $510.6K | 0.00% | +1,053+5.6% | Added |
| Ellsworth Advisors, LLC | 21,783 | $564.0K | 0.15% | +1,381+6.8% | Added |
| First Trust Advisors LP | 23,896 | $618.7K | 0.00% | +23,896 | New |
| State of Wisconsin Investment Board | 24,187 | $626.2K | 0.00% | +3,600+17.5% | Added |
| Ancora Advisors, LLC | 25,974 | $672.5K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 26,567 | $687.8K | 0.00% | +1,760+7.1% | Added |
| Ritholtz Wealth Management | 26,995 | $698.9K | 0.02% | −5,788−17.7% | Reduced |
| Lazard Asset Management LLC | 27,010 | $699.0K | 0.00% | +13,824+104.8% | Added |
| Two Sigma Advisers, LP | 27,000 | $699.0K | 0.00% | −6,000−18.2% | Reduced |
| Janney Montgomery Scott LLC | 28,488 | $738.0K | 0.00% | +1,148+4.2% | Added |
| LPL Financial LLC | 33,509 | $867.5K | 0.00% | −6,440−16.1% | Reduced |
| Morgan Stanley | 33,935 | $878.6K | 0.00% | +18,307+117.1% | Added |
| Gsa Capital Partners LLP | 34,366 | $890.0K | 0.07% | +22,365+186.4% | Added |
| Independent Advisor Alliance | 38,015 | $984.2K | 0.04% | +127+0.3% | Added |
| Renaissance Technologies LLC | 38,115 | $986.8K | 0.00% | +4,600+13.7% | Added |
| Millennium Management LLC | 40,298 | $1.04M | 0.00% | +19,487+93.6% | Added |
| AQR Capital Management LLC | 42,467 | $1.10M | 0.00% | −74,513−63.7% | Reduced |
| CI Private Wealth, LLC | 43,022 | $1.11M | 0.00% | −13,484−23.9% | Reduced |
| Los Angeles Capital Management LLC | 44,204 | $1.14M | 0.00% | −19,741−30.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 53,500 | $1.39M | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 53,568 | $1.39M | 0.00% | +29+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 54,333 | $1.41M | 0.01% | +18,612+52.1% | Added |
| Price T Rowe Associates Inc | 61,832 | $1.60M | 0.00% | +67+0.1% | Added |
| Russell Investments Group, Ltd. | 62,226 | $1.61M | 0.00% | +62,226 | New |
| O'Shaughnessy Asset Management, LLC | 62,852 | $1.69M | 0.02% | −7,440−10.6% | Reduced |
| Barclays PLC | 71,153 | $1.84M | 0.00% | +7,911+12.5% | Added |
| Boston Partners | 111,548 | $2.89M | 0.00% | +7,283+7.0% | Added |
| State Street Corp | 120,919 | $3.13M | 0.00% | +540.0% | Added |
| Kornitzer Capital Management Inc | 126,657 | $3.28M | 0.06% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 133,270 | $3.45M | 0.00% | +11,797+9.7% | Added |
| LSV Asset Management | 135,920 | $3.52M | 0.01% | +56,167+70.4% | Added |
| De Lisle Partners LLP | 149,143 | $3.86M | 0.63% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 157,735 | $4.08M | 0.26% | +157,735 | New |
| Bank of New York Mellon Corp | 167,561 | $4.34M | 0.00% | −2,749−1.6% | Reduced |
| Geode Capital Management, LLC | 178,645 | $4.63M | 0.00% | +24,020+15.5% | Added |
| American Century Companies Inc | 181,325 | $4.69M | 0.00% | −80,507−30.7% | Reduced |
| Acadian Asset Management LLC | 220,699 | $5.71M | 0.02% | −62,579−22.1% | Reduced |
| Wasatch Advisors Inc | 282,582 | $7.32M | 0.04% | −6,151−2.1% | Reduced |
| UBS Group AG | 311,104 | $8.05M | 0.00% | +9,200+3.0% | Added |
| Ameriprise Financial Inc | 358,681 | $9.29M | 0.00% | +6,713+1.9% | Added |
| Vanguard Group Inc | 365,067 | $9.45M | 0.00% | +6,737+1.9% | Added |
| Wellington Management Group LLP | 424,860 | $11.0M | 0.00% | −21,500−4.8% | Reduced |
| BlackRock, Inc. | 435,966 | $11.3M | 0.00% | +435,966 | New |