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 2024
Institutional positions in Karat Packaging Inc. as of Dec 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
- 102
- +2 vs. Q3 2024
- Shares held
- 5.05M
- −77.7K (−1.5%) vs. Q3 2024
- Total value
- $152.8M
- +$20.0M (+15.1%) vs. Q3 2024
- New holders
- 13
- 38 more added
- Sold out
- 11
- 30 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Karat Packaging Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $30 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $61 | 0.00% | +2 | New |
| IFP Advisors, Inc | 3 | $91 | 0.00% | +2+200.0% | Added |
| Sterling Capital Management LLC | 8 | $242 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $242 | 0.00% | +8 | New |
| Allworth Financial LP | 9 | $280 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10 | $303 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 27 | $817 | 0.00% | +16+145.5% | Added |
| GAMMA Investing LLC | 35 | $1.06K | 0.00% | +35 | New |
| Quadrant Capital Group LLC | 38 | $1.15K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 75 | $2.00K | 0.00% | −2−2.6% | Reduced |
| Lindbrook Capital, LLC | 81 | $2.45K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 140 | $4.00K | 0.00% | −601−81.1% | Reduced |
| Covestor Ltd | 118 | $4.00K | 0.00% | +78+195.0% | Added |
| 1620 Investment Advisors, Inc. | 150 | $4.54K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 195 | $6.00K | 0.00% | +55+39.3% | Added |
| Amalgamated Bank | 238 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 248 | $8.00K | 0.00% | +248 | New |
| Tower Research Capital LLC (TRC) | 327 | $9.89K | 0.00% | −116−26.2% | Reduced |
| Ameritas Investment Partners, Inc. | 359 | $10.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 496 | $15.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 640 | $19.4K | 0.02% | +640 | New |
| Meeder Asset Management Inc | 676 | $20.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 715 | $21.6K | 0.00% | −34−4.5% | Reduced |
| FMR LLC | 732 | $22.1K | 0.00% | +75+11.4% | Added |
| Salem Investment Counselors Inc | 1,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,149 | $34.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,551 | $46.9K | 0.01% | −11−0.7% | Reduced |
| Deutsche Bank AG | 1,590 | $48.1K | 0.00% | +1,408+773.6% | Added |
| Nisa Investment Advisors, LLC | 2,066 | $62.5K | 0.00% | −1,610−43.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,352 | $71.2K | 0.00% | +2,352 | New |
| Copeland Capital Management, LLC | 2,604 | $78.8K | 0.00% | +722+38.4% | Added |
| Advisor Group Holdings, Inc. | 2,754 | $83.3K | 0.00% | +1,355+96.9% | Added |
| New York State Common Retirement Fund | 3,103 | $93.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,122 | $94.5K | 0.00% | +64+2.1% | Added |
| Corebridge Financial, Inc. | 3,401 | $102.9K | 0.00% | −257−7.0% | Reduced |
| MetLife Investment Management | 3,750 | $113.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,945 | $119.4K | 0.00% | +152+4.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,180 | $157.0K | 0.00% | +1,500+40.8% | Added |
| Comerica Bank | 5,262 | $159.2K | 0.00% | +2,730+107.8% | Added |
| Wells Fargo & Company | 5,538 | $167.6K | 0.00% | +955+20.8% | Added |
| Citigroup Inc | 7,243 | $219.2K | 0.00% | −1,529−17.4% | Reduced |
| BNP Paribas Arbitrage, SA | 7,626 | $230.8K | 0.00% | +7,626 | New |
| HSBC Holdings PLC | 7,909 | $240.0K | 0.00% | +7,909 | New |
| Bank of America Corp | 9,550 | $289.0K | 0.00% | +1,307+15.9% | Added |
| Exchange Traded Concepts, LLC | 9,625 | $291.3K | 0.01% | +9,625 | New |
| State of Tennessee, Treasury Department | 9,789 | $296.2K | 0.00% | +9,789 | New |
| STRS Ohio | 9,800 | $296.5K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 10,000 | $302.6K | 0.16% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 10,083 | $305.1K | 0.01% | −302−2.9% | Reduced |
| Rhumbline Advisers | 10,580 | $320.1K | 0.00% | +156+1.5% | Added |
| Martingale Asset Management L P | 11,213 | $339.3K | 0.01% | +11,213 | New |
| Nuveen Asset Management, LLC | 11,217 | $339.4K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 11,636 | $352.1K | 0.00% | +11,636 | New |
| Bailard, Inc. | 12,573 | $380.5K | 0.01% | −63−0.5% | Reduced |
| Stifel Financial Corp | 14,421 | $436.4K | 0.00% | +14,421 | New |
| Kings Path Partners LLC | 15,692 | $474.8K | 0.20% | +194+1.3% | Added |
| Two Sigma Investments, LP | 15,858 | $479.9K | 0.00% | −1,880−10.6% | Reduced |
| AQR Capital Management LLC | 17,347 | $524.9K | 0.00% | −25,120−59.2% | Reduced |
| Charles Schwab Investment Management Inc | 19,720 | $596.7K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 21,638 | $654.8K | 0.00% | −2,258−9.4% | Reduced |
| Goldman Sachs Group Inc | 23,881 | $722.6K | 0.00% | +10,104+73.3% | Added |
| State of Wisconsin Investment Board | 24,300 | $735.3K | 0.00% | +113+0.5% | Added |
| Ritholtz Wealth Management | 24,586 | $744.0K | 0.02% | −2,409−8.9% | Reduced |
| Ancora Advisors, LLC | 25,849 | $782.2K | 0.02% | −125−0.5% | Reduced |
| Two Sigma Advisers, LP | 26,200 | $792.8K | 0.00% | −800−3.0% | Reduced |
| Janus Henderson Group PLC | 31,005 | $938.2K | 0.00% | +4,438+16.7% | Added |
| LPL Financial LLC | 32,809 | $992.8K | 0.00% | −700−2.1% | Reduced |
| Citadel Advisors LLC | 34,344 | $1.04M | 0.00% | +16,371+91.1% | Added |
| Qube Research & Technologies Ltd | 34,566 | $1.05M | 0.00% | +22,451+185.3% | Added |
| Janney Montgomery Scott LLC | 34,666 | $1.05M | 0.00% | +6,178+21.7% | Added |
| Lazard Asset Management LLC | 35,847 | $1.08M | 0.00% | +8,837+32.7% | Added |
| Los Angeles Capital Management LLC | 36,704 | $1.11M | 0.00% | −7,500−17.0% | Reduced |
| Gsa Capital Partners LLP | 37,044 | $1.12M | 0.08% | +2,678+7.8% | Added |
| Independent Advisor Alliance | 37,595 | $1.14M | 0.02% | −420−1.1% | Reduced |
| Barclays PLC | 38,063 | $1.15M | 0.00% | −33,090−46.5% | Reduced |
| CI Private Wealth, LLC | 38,600 | $1.17M | 0.00% | −4,422−10.3% | Reduced |
| Renaissance Technologies LLC | 40,815 | $1.24M | 0.00% | +2,700+7.1% | Added |
| Morgan Stanley | 46,814 | $1.42M | 0.00% | +12,879+38.0% | Added |
| Punch & Associates Investment Management, Inc. | 53,500 | $1.62M | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 55,711 | $1.69M | 0.01% | −7,141−11.4% | Reduced |
| Northern Trust Corp | 56,330 | $1.70M | 0.00% | +2,762+5.2% | Added |
| Jacobs Levy Equity Management, Inc | 58,461 | $1.77M | 0.01% | +4,128+7.6% | Added |
| Price T Rowe Associates Inc | 65,677 | $1.99M | 0.00% | +3,845+6.2% | Added |
| Russell Investments Group, Ltd. | 79,645 | $2.41M | 0.00% | +17,419+28.0% | Added |
| Millennium Management LLC | 84,038 | $2.54M | 0.00% | +43,740+108.5% | Added |
| LSV Asset Management | 104,520 | $3.16M | 0.01% | −31,400−23.1% | Reduced |
| Boston Partners | 109,616 | $3.32M | 0.00% | −1,932−1.7% | Reduced |
| State Street Corp | 120,621 | $3.65M | 0.00% | −298−0.2% | Reduced |
| Bank of New York Mellon Corp | 136,793 | $4.14M | 0.00% | −30,768−18.4% | Reduced |
| Dimensional Fund Advisors LP | 145,946 | $4.42M | 0.00% | +12,676+9.5% | Added |
| De Lisle Partners LLP | 149,143 | $4.51M | 0.66% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 156,210 | $4.73M | 0.30% | −1,525−1.0% | Reduced |
| Geode Capital Management, LLC | 182,271 | $5.52M | 0.00% | +3,626+2.0% | Added |
| American Century Companies Inc | 187,549 | $5.68M | 0.00% | +6,224+3.4% | Added |
| Acadian Asset Management LLC | 225,472 | $6.82M | 0.02% | +4,773+2.2% | Added |
| Wasatch Advisors Inc | 274,652 | $8.31M | 0.04% | −7,930−2.8% | Reduced |
| Ameriprise Financial Inc | 345,515 | $10.5M | 0.00% | −13,166−3.7% | Reduced |
| Wellington Management Group LLP | 346,160 | $10.5M | 0.00% | −78,700−18.5% | Reduced |
| UBS Group AG | 377,404 | $11.4M | 0.00% | +66,300+21.3% | Added |