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, Q2 2026
Institutional positions in Karat Packaging Inc. as of Jun 30, 2026. 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
- 142
- +13 vs. Q1 2026
- Shares held
- 7.11M
- +696.7K (+10.9%) vs. Q1 2026
- Total value
- $237.6M
- +$58.7M (+32.8%) vs. Q1 2026
- New holders
- 30
- 61 more added
- Sold out
- 17
- 32 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Karat Packaging Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Copeland Capital Management, LLC | 2,169 | $72.6K | 0.00% | −70−3.1% | Reduced |
| FMR LLC | 1,361 | $45.5K | 0.00% | +554+68.6% | Added |
| State of Alaska, Department of Revenue | 1,089 | $36.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 850 | $28.0K | 0.02% | +307+56.5% | Added |
| SRS Capital Advisors, Inc. | 828 | $27.7K | 0.00% | +775+1,462.3% | Added |
| Ameritas Investment Partners, Inc. | 698 | $23.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 673 | $22.5K | 0.00% | −183−21.4% | Reduced |
| Tower Research Capital LLC (TRC) | 600 | $20.1K | 0.00% | +136+29.3% | Added |
| Valley National Advisers Inc | 500 | $16.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 446 | $14.9K | 0.00% | +290+185.9% | Added |
| Financial Management Professionals, Inc. | 409 | $13.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 356 | $11.9K | 0.00% | +273+328.9% | Added |
| Farther Finance Advisors, LLC | 338 | $11.2K | 0.00% | +110+48.2% | Added |
| UBS Asset Management Americas Inc | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 248 | $8.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 254 | $8.00K | 0.00% | +221+669.7% | Added |
| Triumph Capital Management | 220 | $7.36K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 215 | $7.00K | 0.00% | −54−20.1% | Reduced |
| EverSource Wealth Advisors, LLC | 200 | $6.69K | 0.00% | +54+37.0% | Added |
| IFP Advisors, Inc | 191 | $6.39K | 0.00% | +102+114.6% | Added |
| SBI Securities Co., Ltd. | 171 | $5.72K | 0.00% | −69−28.7% | Reduced |
| Federated Hermes, Inc. | 157 | $5.25K | 0.00% | +157 | New |
| Bessemer Group Inc | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 137 | $4.58K | 0.00% | +61+80.3% | Added |
| 1620 Investment Advisors, Inc. | 135 | $4.52K | 0.00% | −15−10.0% | Reduced |
| Jones Financial Companies LLLP | 135 | $4.28K | 0.00% | +100+285.7% | Added |
| California State Teachers Retirement System | 119 | $3.98K | 0.00% | −346−74.4% | Reduced |
| GWM Advisors LLC | 104 | $3.48K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 98 | $3.28K | 0.00% | +98 | New |
| Essential Partners LLC | 98 | $3.28K | 0.00% | −30−23.4% | Reduced |
| GAMMA Investing LLC | 83 | $2.78K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 66 | $2.21K | 0.00% | +25+61.0% | Added |
| SJS Investment Consulting Inc. | 55 | $1.83K | 0.00% | +5+10.0% | Added |
| Quarry LP | 39 | $1.30K | 0.00% | +39 | New |
| The PNC Financial Services Group, Inc. | 31 | $1.04K | 0.00% | −18−36.7% | Reduced |
| Sterling Capital Management LLC | 30 | $1.00K | 0.00% | −26−46.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 10 | $335 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 7 | $234 | 0.00% | +7 | New |
| Optiver Holding B.V. | 2 | $67 | 0.00% | −72−97.3% | Reduced |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $33 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −151,181−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −113,299−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −35,670−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −33,228−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −27,678−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,171−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,737−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −8,651−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −8,174−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |