DaveManuel.com · Institutional Ownership · Who Owns It
KADANT INC (KAI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
331
Reporting holders
$4.1B
Reported value
110.8%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+6
Holder change
Institutions report 13,083,585 shares against 11,809,117 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $565.2M | 1,798,699 | 0.01% | 8q | +3.6%+$19.5M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $337.9M | 1,075,244 | 1.05% | 12q | -7.4%-$27.1M |
| WASATCH ADVISORS LP | $273.0M | 868,696 | 1.79% | 31q | -16.4%-$53.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $223.4M | 710,867 | 0.01% | 2q | +1.3%+$2.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $167.3M | 532,346 | 0.00% | 2q | +0.6%+$1.0M |
| STATE STREET CORP | $151.7M | 482,921 | 0.00% | 31q | +4.9%+$7.0M |
| Capital International Investors | $142.8M | 454,554 | 0.03% | 22q | +1.5%+$2.1M |
| MORGAN STANLEY | $109.6M | 348,784 | 0.01% | 35q | +113.8%+$58.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $108.1M | 343,896 | 0.01% | 31q | +7.6%+$7.6M |
| GOLDMAN SACHS GROUP INC | $99.8M | 317,583 | 0.01% | 31q | +204.3%+$67.0M |
| NEUBERGER BERMAN GROUP LLC | $90.6M | 288,432 | 0.06% | 30q | -21.9%-$25.5M |
| DIMENSIONAL FUND ADVISORS LP | $90.3M | 287,244 | 0.02% | 31q | +3.1%+$2.7M |
| ROYCE & ASSOCIATES LP | $83.5M | 265,709 | 0.67% | 31q | +11.7%+$8.7M |
| Capital World Investors | $79.8M | 253,815 | 0.01% | 10q | -28.5%-$31.7M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $66.4M | 211,370 | 0.10% | 3q | +15.9%+$9.1M |
| Grandeur Peak Global Advisors, LLC | $66.3M | 211,036 | 15.35% | 5q | +85.8%+$30.6M |
| RIVERBRIDGE PARTNERS LLC | $61.1M | 194,573 | 1.71% | 25q | -22.9%-$18.1M |
| BROWN ADVISORY INC | $49.8M | 158,366 | 0.08% | 31q | -8.2%-$4.4M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $47.9M | 152,296 | 0.00% | 29q | -12.9%-$7.1M |
| BROWN BROTHERS HARRIMAN & CO | $47.7M | 151,837 | 0.21% | 29q | HELD |
| Conestoga Capital Advisors, LLC | $47.2M | 150,265 | 1.03% | 7q | -28.4%-$18.8M |
| NORTHERN TRUST CORP | $46.5M | 148,074 | 0.01% | 31q | +1.3%+$581.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43.2M | 137,453 | 0.01% | 31q | +1.7%+$727.8K |
| WELLS FARGO & COMPANY/MN | $40.7M | 129,451 | 0.01% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $36.4M | 108,550 | 0.01% | 5q | +23.6%+$7.0M |
| BANK OF AMERICA CORP /DE/ | $34.0M | 108,182 | 0.00% | 31q | -8.5%-$3.2M |
| Champlain Investment Partners, LLC | $33.7M | 107,316 | 0.87% | 9q | -16.9%-$6.8M |
| NORGES BANK | $33.4M | 106,160 | 0.00% | 15q | -29.6%-$14.0M |
| RAYMOND JAMES FINANCIAL INC | $32.0M | 101,929 | 0.01% | 7q | -6.9%-$2.4M |
| Select Equity Group, L.P. | $31.9M | 101,551 | 0.16% | 23q | +14.6%+$4.1M |
| FMR LLC | $30.3M | 96,452 | 0.00% | 31q | -3.1%-$957.5K |
| Legal & General Group Plc | $28.8M | 91,568 | 0.01% | 31q | +5.2%+$1.4M |
| VANGUARD FIDUCIARY TRUST CO | $26.7M | 85,061 | 0.01% | 2q | +3.8%+$988.6K |
| LOOMIS SAYLES & CO L P | $26.4M | 83,910 | 0.03% | 31q | -2.0%-$538.3K |
| Bank of New York Mellon Corp | $25.9M | 82,496 | 0.00% | 31q | +1.7%+$443.1K |
| SEI INVESTMENTS CO | $25.7M | 81,720 | 0.02% | 27q | -4.7%-$1.3M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $25.0M | 79,583 | 0.06% | 16q | +2.0%+$480.8K |
| DUDLEY & SHANLEY, INC. | $23.8M | 75,735 | 3.59% | 15q | HELD |
| Amundi | $20.5M | 65,015 | 0.00% | 6q | HELD |
| ROYAL BANK OF CANADA | $19.9M | 63,299 | 0.00% | 31q | -12.8%-$2.9M |
| Chevy Chase Trust Holdings, LLC | $19.9M | 63,275 | 0.05% | 23q | -14.8%-$3.5M |
| Handelsbanken Fonder AB | $19.4M | 61,794 | 0.06% | 31q | +1.2%+$224.7K |
| PRINCIPAL FINANCIAL GROUP INC | $18.1M | 57,738 | 0.01% | 31q | HELD |
| Curi Capital, LLC | $17.9M | 56,835 | 0.28% | 31q | -3.2%-$597.0K |
| MetLife Investment Management, LLC | $17.3M | 55,038 | 0.08% | 32q | +1.9%+$330.3K |
| Pictet Asset Management Holding SA | $17.2M | 54,662 | 0.02% | 12q | -0.7%-$129.1K |
| UBS Group AG | $16.7M | 53,288 | 0.00% | 31q | -20.3%-$4.3M |
| CITIGROUP INC | $16.5M | 52,382 | 0.01% | 31q | +95.4%+$8.0M |
| ENVESTNET ASSET MANAGEMENT INC | $15.7M | 50,083 | 0.00% | 25q | -13.3%-$2.4M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $15.3M | 48,681 | 2.06% | 3q | +13.2%+$1.8M |
| DF DENT & CO INC | $14.6M | 46,558 | 0.28% | 16q | HELD |
| Allspring Global Investments Holdings, LLC | $13.8M | 45,032 | 0.02% | 19q | HELD |
| JPMORGAN CHASE & CO | $13.7M | 42,974 | 0.00% | 31q | +15.7%+$1.9M |
| Aptus Capital Advisors, LLC | $13.1M | 41,781 | 0.09% | 31q | +0.6%+$77.9K |
| Public Sector Pension Investment Board | $12.7M | 40,569 | 0.03% | 6q | -3.7%-$491.1K |
| Aberdeen Group plc | $12.5M | 39,700 | 0.02% | 14q | -18.8%-$2.9M |
| BESSEMER GROUP INC | $12.1M | 38,412 | 0.02% | 9q | -3.3%-$417.9K |
| EULAV Asset Management | $11.2M | 35,800 | 0.36% | 31q | HELD |
| Invesco Ltd. | $10.7M | 34,107 | 0.00% | 31q | +1.8%+$185.7K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $10.2M | 32,525 | 0.19% | 2q | +44.7%+$3.2M |
| Nuveen, LLC | $9.7M | 30,769 | 0.00% | 6q | +20.6%+$1.7M |
| RHUMBLINE ADVISERS | $9.5M | 30,198 | 0.01% | 31q | -10.6%-$1.1M |
| AMERIPRISE FINANCIAL INC | $9.5M | 30,161 | 0.00% | 19q | -65.2%-$17.8M |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $9.4M | 29,800 | 0.25% | 31q | HELD |
| FIFTH THIRD BANCORP | $9.3M | 29,726 | 0.02% | 25q | -12.3%-$1.3M |
| ArrowMark Colorado Holdings LLC | $8.7M | 27,553 | 0.36% | 17q | -27.3%-$3.3M |
| MILLENNIUM MANAGEMENT LLC | $8.5M | 26,969 | 0.00% | 5q | +28.9%+$1.9M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $7.8M | 24,958 | 0.08% | 31q | -12.3%-$1.1M |
| ProShare Advisors LLC | $7.8M | 24,814 | 0.01% | 23q | +20.6%+$1.3M |
| Swiss National Bank | $7.5M | 23,720 | 0.00% | 31q | +2.1%+$150.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.1M | 22,669 | 0.00% | 14q | -0.8%-$56.9K |
| STIFEL FINANCIAL CORP | $6.9M | 21,891 | 0.01% | 31q | -16.8%-$1.4M |
| DekaBank Deutsche Girozentrale | $6.7M | 23,500 | 0.01% | 15q | HELD |
| B. Metzler seel. Sohn & Co. AG | $5.2M | 16,593 | 0.05% | 19q | -6.8%-$381.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5.0M | 15,881 | 0.01% | 6q | +79.0%+$2.2M |
| REGIONS FINANCIAL CORP | $4.8M | 15,186 | 0.03% | 11q | -10.3%-$545.8K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $4.6M | 14,540 | 0.10% | 4q | HELD |
| ALLIANCEBERNSTEIN L.P. | $4.6M | 15,624 | 0.00% | 31q | +16.4%+$642.9K |
| Callan Family Office, LLC | $4.4M | 13,989 | 0.09% | 8q | -4.0%-$183.2K |
| Emerald Investment Advisers, LLC | $4.3M | 13,776 | 0.29% | 2q | +4.0%+$166.2K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.3M | 13,735 | 0.00% | 31q | -2.8%-$125.1K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $4.3M | 13,713 | 0.00% | 5q | -2.0%-$87.4K |
| MARSHALL WACE, LLP | $4.2M | 13,305 | 0.00% | 3q | +283.0%+$3.1M |
| Clean Yield Group | $4.0M | 12,636 | 0.99% | 31q | +3.8%+$147.1K |
| DEUTSCHE BANK AG\ | $3.9M | 12,521 | 0.00% | 34q | +18.4%+$611.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.9M | 12,511 | 0.00% | 2q | +8.2%+$298.2K |
| GHP Investment Advisors, Inc. | $3.9M | 12,266 | 0.14% | 16q | -1.0%-$39.3K |
| AMERICAN CENTURY COMPANIES INC | $3.9M | 12,261 | 0.00% | 16q | +42.3%+$1.1M |
| PRUDENTIAL FINANCIAL INC | $3.8M | 12,179 | 0.00% | 13q | +1.3%+$47.8K |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $3.6M | 11,464 | 0.57% | 22q | -1.4%-$50.9K |
| Jupiter Topco LLC | $3.5M | 11,085 | 0.00% | new | FIRST |
| Man Group plc | $3.2M | 10,309 | 0.01% | 10q | -28.5%-$1.3M |
| BNP PARIBAS FINANCIAL MARKETS | $3.2M | 10,296 | 0.00% | 31q | +105.2%+$1.7M |
| CANADA LIFE ASSURANCE Co | $3.0M | 9,658 | 0.00% | 27q | -1.9%-$57.8K |
| Holocene Advisors, LP | $2.9M | 9,185 | 0.01% | 3q | -24.3%-$926.7K |
| XTX Topco Ltd | $2.9M | 9,180 | 0.04% | new | NEW |
| Creative Planning | $2.9M | 9,176 | 0.00% | 12q | +7.8%+$207.7K |
| Erste Asset Management GmbH | $2.7M | 8,589 | 0.02% | 31q | -66.2%-$5.3M |
| Numerai GP LLC | $2.6M | 8,166 | 0.21% | 4q | -39.1%-$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M incl. $1.0M options CALL | 4,743 | 0.00% | 31q | -26.0%-$877.8K |
Showing the largest 100 of 331 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-10 | 2026-09-10 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-18 | Blanchard Thomas Andrew | Vice President | Sold | 1,400 | $450.9K |
| 2026-05-27 | KRAUSE STACY D. | SVP, GC and Secretary | Sold | 1,227 | $410.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 82 | $302.4M | 1,156,373 | 10 | 23 | 30 | 0.0% |
| Q2 2026 | 331 | $4.1B | 13,083,585 | 32 | 108 | 115 | 0.1% |
| Q1 2026 | 325 | $3.8B | 13,114,218 | 50 | 118 | 87 | 0.1% |
| Q4 2025 | 307 | $3.8B | 13,201,623 | 34 | 88 | 113 | 0.1% |
| Q3 2025 | 317 | $4.0B | 13,321,265 | 34 | 88 | 118 | 0.1% |
| Q2 2025 | 315 | $4.4B | 13,897,611 | 41 | 108 | 104 | 0.1% |
| Q1 2025 | 312 | $4.7B | 14,053,880 | 49 | 106 | 102 | 0.0% |
| Q4 2024 | 292 | $4.5B | 12,907,078 | 29 | 78 | 107 | 0.1% |
| Q3 2024 | 282 | $4.4B | 12,999,636 | 46 | 82 | 88 | 0.2% |
| Q2 2024 | 257 | $3.7B | 12,726,837 | 33 | 96 | 68 | 0.1% |
| Q1 2024 | 262 | $4.0B | 12,291,991 | 47 | 67 | 103 | 0.2% |
| Q4 2023 | 237 | $3.4B | 11,996,635 | 45 | 60 | 81 | 0.0% |
| Q3 2023 | 206 | $2.7B | 11,871,652 | 26 | 62 | 61 | 0.1% |
| Q2 2023 | 192 | $2.5B | 11,298,072 | 14 | 64 | 66 | 0.1% |
| Q1 2023 | 202 | $2.4B | 11,332,627 | 23 | 71 | 54 | 0.1% |
| Q4 2022 | 189 | $2.0B | 11,148,121 | 26 | 59 | 56 | 0.1% |
| Q3 2022 | 171 | $10.0B | 60,115,914 | 16 | 48 | 53 | 0.0% |
| Q2 2022 | 183 | $11.0B | 60,474,275 | 21 | 46 | 54 | 0.0% |
| Q1 2022 | 176 | $13.6B | 69,620,243 | 22 | 47 | 60 | 0.0% |
| Q4 2021 | 180 | $16.9B | 73,478,500 | 19 | 46 | 62 | 0.0% |
| Q3 2021 | 164 | $16.0B | 75,812,134 | 16 | 50 | 55 | 0.0% |
| Q2 2021 | 158 | $13.3B | 75,945,694 | 15 | 52 | 49 | 0.0% |
| Q1 2021 | 156 | $14.0B | 77,322,929 | 22 | 46 | 52 | 0.0% |
| Q4 2020 | 145 | $2.0B | 14,111,552 | 14 | 49 | 43 | 0.0% |
| Q3 2020 | 141 | $6.5B | 59,064,688 | 23 | 26 | 60 | 0.0% |
| Q2 2020 | 129 | $5.4B | 54,810,238 | 24 | 47 | 37 | 0.0% |
| Q1 2020 | 127 | $1.4B | 19,251,236 | 10 | 45 | 40 | 0.0% |
| Q4 2019 | 141 | $4.3B | 40,546,279 | 14 | 46 | 40 | 0.0% |
| Q3 2019 | 141 | $2.8B | 31,699,140 | 13 | 47 | 36 | 0.0% |
| Q2 2019 | 146 | $2.6B | 28,507,561 | 14 | 38 | 48 | 0.0% |
| Q1 2019 | 169 | $2.4B | 26,923,733 | 20 | 55 | 50 | 0.0% |
| Q4 2018 | 166 | $2.2B | 27,018,716 | 4 | 3 | 3 | 0.0% |