KARAT PACKAGING INC (KRT)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
Institutions report 7,112,865 shares against 19,931,721 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.
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. | $19.8M | 592,941 | 0.00% | 8q | +4.2%+$801.1K |
| ACADIAN ASSET MANAGEMENT LLC | $13.9M | 414,238 | 0.02% | 14q | +55.0%+$4.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $13.1M | 390,162 | 0.00% | 2q | +0.6%+$75.6K |
| Ranger Investment Management, L.P. | $11.1M | 332,596 | 0.70% | 8q | +2.3%+$250.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.8M | 291,927 | 0.00% | 21q | +36.2%+$2.6M |
| AMERICAN CENTURY COMPANIES INC | $8.8M | 263,499 | 0.00% | 21q | +0.6%+$53.5K |
| DIMENSIONAL FUND ADVISORS LP | $8.0M | 240,131 | 0.00% | 14q | +9.9%+$725.8K |
| Russell Investments Group, Ltd. | $7.7M | 231,713 | 0.01% | 8q | +15.5%+$1.0M |
| BANK OF MONTREAL /CAN/ | $7.7M | 230,794 | 0.00% | 3q | HELD |
| TWO SIGMA INVESTMENTS, LP | $7.6M | 228,316 | 0.01% | 12q | +9.4%+$654.4K |
| AQR CAPITAL MANAGEMENT LLC | $7.5M | 225,347 | 0.00% | 11q | +38.0%+$2.1M |
| De Lisle Partners LLP | $7.3M | 218,443 | 0.80% | 10q | -4.7%-$357.9K |
| Boston Partners | $6.7M | 199,942 | 0.01% | 9q | +19.7%+$1.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $5.6M | 165,862 | 0.00% | 11q | +30.0%+$1.3M |
| STATE STREET CORP | $5.5M | 165,467 | 0.00% | 21q | +8.3%+$426.6K |
| Bank of New York Mellon Corp | $5.3M | 159,511 | 0.00% | 19q | +2.5%+$130.2K |
| CITADEL ADVISORS LLC | $5.3M | 157,069 | 0.00% | 15q | +66.1%+$2.1M |
| KTF INVESTMENTS, LLC | $4.9M | 146,145 | 0.49% | 3q | -23.8%-$1.5M |
| CWA Asset Management Group, LLC | $4.6M | 136,160 | 0.14% | 3q | +11.3%+$460.9K |
| AMERIPRISE FINANCIAL INC | $4.1M | 123,655 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $4.1M | 122,248 | 0.05% | 3q | +85.5%+$1.9M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.4M | 100,550 | 0.01% | 12q | +25.3%+$678.3K |
| GOLDMAN SACHS GROUP INC | $3.3M | 99,406 | 0.00% | 8q | +25.0%+$665.8K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $3.3M | 98,320 | 0.16% | 14q | +42.3%+$977.2K |
| North Star Investment Management Corp. | $3.2M | 97,000 | 0.18% | 3q | HELD |
| NORTHERN TRUST CORP | $2.8M | 84,402 | 0.00% | 21q | +6.7%+$178.5K |
| SEGALL BRYANT & HAMILL, LLC | $2.7M | 82,117 | 0.03% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7M | 81,870 | 0.00% | 2q | +33.5%+$687.9K |
| JPMORGAN CHASE & CO | $2.6M | 78,896 | 0.00% | 21q | +104.9%+$1.3M |
| VANGUARD FIDUCIARY TRUST CO | $2.1M | 62,682 | 0.00% | 2q | +4.5%+$90.7K |
| PANAGORA ASSET MANAGEMENT INC | $1.8M | 54,196 | 0.01% | new | NEW |
| Nuveen, LLC | $1.8M | 53,217 | 0.00% | 6q | +6.6%+$110.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 51,205 | 0.01% | 12q | +25.2%+$345.0K |
| Point72 Asset Management, L.P. | $1.6M | 48,378 | 0.00% | 3q | +97.6%+$799.4K |
| MARSHALL WACE, LLP | $1.6M | 47,186 | 0.00% | 2q | +10.8%+$154.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.5M | 46,302 | 0.01% | 12q | +40.9%+$449.6K |
| UBS Group AG | $1.5M | 45,103 | 0.00% | 21q | +82.5%+$682.2K |
| MILLENNIUM MANAGEMENT LLC | $1.5M | 43,477 | 0.00% | 21q | -59.7%-$2.2M |
| HRT FINANCIAL LP | $1.2M | 37,018 | 0.00% | 5q | +3.1%+$37.4K |
| PDT Partners, LLC | $1.1M | 33,040 | 0.06% | new | NEW |
| Mawer Investment Management Ltd. | $1.0M | 31,084 | 0.01% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.0M | 30,342 | 0.00% | 2q | +93.8%+$491.5K |
| RENAISSANCE TECHNOLOGIES LLC | $1.0M | 30,115 | 0.00% | 12q | -27.8%-$388.1K |
| RITHOLTZ WEALTH MANAGEMENT | $1.0M | 29,963 | 0.01% | 12q | +50.3%+$335.4K |
| FIRST TRUST ADVISORS LP | $961.1K | 28,723 | 0.00% | 8q | +4.3%+$39.9K |
| Creative Planning | $853.1K | 25,497 | 0.00% | 3q | +22.8%+$158.4K |
| MORGAN STANLEY | $844.4K | 25,234 | 0.00% | 21q | -52.7%-$939.8K |
| Trexquant Investment LP | $800.5K | 23,923 | 0.00% | 7q | -67.3%-$1.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $786.6K | 23,508 | 0.00% | 18q | +6.1%+$45.3K |
| Vident Advisory, LLC | $781.4K | 23,353 | 0.01% | 2q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $700.3K | 20,929 | 0.00% | 4q | -7.9%-$60.4K |
| Inspire Investing, LLC | $684.5K | 20,456 | 0.03% | 4q | +11.6%+$71.1K |
| Walleye Capital LLC | $684.2K | 20,447 | 0.00% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $678.0K | 20,274 | 0.04% | 11q | -18.7%-$156.3K |
| Kings Path Partners LLC | $669.5K | 20,010 | 0.18% | 8q | HELD |
| BARCLAYS PLC | $668.2K | 19,971 | 0.00% | 18q | -34.6%-$354.1K |
| D. E. Shaw & Co., Inc. | $632.6K | 18,907 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $609.7K | 18,223 | 0.00% | 3q | +5.4%+$31.5K |
| STIFEL FINANCIAL CORP | $575.3K | 17,193 | 0.00% | 7q | -8.6%-$54.3K |
| LPL Financial LLC | $556.4K | 16,628 | 0.00% | 3q | -2.1%-$11.7K |
| XTX Topco Ltd | $546.8K | 16,342 | 0.01% | new | NEW |
| Engineers Gate Manager LP | $509.2K | 15,217 | 0.01% | 5q | -54.8%-$617.7K |
| BNP PARIBAS FINANCIAL MARKETS | $489.2K | 14,621 | 0.00% | 7q | +309.7%+$369.8K |
| DAVENPORT & Co LLC | $486.0K | 14,525 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $484.0K | 14,450 | 0.00% | new | NEW |
| Invesco Ltd. | $477.6K | 14,274 | 0.00% | 2q | +92.3%+$229.2K |
| RAYMOND JAMES FINANCIAL INC | $449.4K | 13,430 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $445.1K | 13,303 | 0.00% | 21q | +21.1%+$77.7K |
| Aquatic Capital Management LLC | $403.7K | 12,065 | 0.01% | 3q | +8517.9%+$399.0K |
| BLAIR WILLIAM & CO/IL | $395.7K | 11,826 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $380.5K | 11,371 | 0.00% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $378.2K | 11,302 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $363.1K | 10,853 | 0.00% | 13q | +4.1%+$14.5K |
| WELLS FARGO & COMPANY/MN | $342.1K | 10,224 | 0.00% | 21q | -43.4%-$262.0K |
| Odyssean, LLC | $319.6K | 9,552 | 0.05% | new | NEW |
| Mariner, LLC | $315.8K | 9,440 | 0.00% | new | NEW |
| GLOBEFLEX CAPITAL L P | $306.2K | 9,152 | 0.04% | new | NEW |
| BAILARD, INC. | $296.5K | 8,860 | 0.01% | 2q | -53.0%-$334.6K |
| R Squared Ltd | $295.1K | 8,819 | 0.15% | new | NEW |
| DEUTSCHE BANK AG\ | $288.4K | 8,620 | 0.00% | 21q | +42.3%+$85.8K |
| Squarepoint Ops LLC | $279.8K | 8,361 | 0.00% | 4q | -51.4%-$296.4K |
| ALLIANCEBERNSTEIN L.P. | $279.5K | 10,010 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $272.8K | 8,153 | 0.03% | new | FIRST |
| TWO SIGMA SECURITIES, LLC | $261.9K | 7,827 | 0.02% | new | NEW |
| Moran Wealth Management, LLC | $259.0K | 7,742 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $258.2K | 7,556 | 0.00% | new | NEW |
| Corient Private Wealth LP | $257.7K | 7,703 | 0.00% | 11q | -26.8%-$94.4K |
| JANE STREET GROUP, LLC | $235.0K | 7,023 | 0.00% | 3q | -84.7%-$1.3M |
| OCCUDO QUANTITATIVE STRATEGIES LP | $211.4K | 6,317 | 0.01% | 2q | -13.4%-$32.6K |
| Janney Montgomery Scott LLC | $207.0K | 6,190 | 0.00% | 12q | -20.5%-$53.5K |
| Y-Intercept (Hong Kong) Ltd | $203.8K | 6,091 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $202.1K | 6,041 | 0.00% | 12q | HELD |
| BARD ASSOCIATES INC | $167.3K | 5,000 | 0.04% | new | NEW |
| CITIGROUP INC | $149.9K | 4,481 | 0.00% | 21q | +514.7%+$125.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $133.2K | 3,980 | 0.00% | 9q | -2.5%-$3.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $103.8K | 3,103 | 0.00% | 21q | HELD |
| Vanguard Global Advisers, LLC | $100.5K | 3,004 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $85.6K | 2,559 | 0.00% | 11q | +4.8%+$3.9K |
| Police & Firemen's Retirement System of New Jersey | $78.7K | 2,352 | 0.00% | 7q | HELD |
| Legal & General Group Plc | $75.3K | 2,251 | 0.00% | 21q | +170.6%+$47.5K |
Showing the largest 100 of 142 reported holders.
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.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-20 | Cheng Marvin | VP-Manufacturing, Secy | Sold | 4,500 | $213.0K |
| 2026-09-04 | Cheng Marvin | VP-Manufacturing, Secy | Sold | 4,000 | $193.5K |
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 | 31 | $24.9M | 473,434 | 6 | 9 | 6 | 0.0% |
| Q2 2026 | 142 | $237.9M | 7,112,865 | 29 | 61 | 30 | 0.0% |
| Q1 2026 | 132 | $179.4M | 6,423,905 | 15 | 55 | 41 | 0.0% |
| Q4 2025 | 124 | $145.4M | 6,441,131 | 24 | 52 | 27 | 0.0% |
| Q3 2025 | 126 | $152.0M | 6,031,072 | 17 | 53 | 34 | 0.0% |
| Q2 2025 | 129 | $179.3M | 6,368,474 | 29 | 57 | 23 | 0.0% |
| Q1 2025 | 104 | $138.3M | 5,300,457 | 7 | 31 | 31 | 0.0% |
| Q4 2024 | 102 | $152.8M | 5,050,395 | 10 | 35 | 28 | 0.0% |
| Q3 2024 | 100 | $132.9M | 5,131,197 | 15 | 37 | 26 | 0.0% |
| Q2 2024 | 101 | $154.5M | 5,222,983 | 18 | 34 | 31 | 0.0% |
| Q1 2024 | 93 | $148.4M | 5,187,332 | 9 | 34 | 30 | 0.0% |
| Q4 2023 | 94 | $126.0M | 5,068,435 | 24 | 40 | 18 | 0.0% |
| Q3 2023 | 81 | $106.1M | 4,605,033 | 35 | 22 | 17 | 0.0% |
| Q2 2023 | 51 | $76.6M | 4,197,508 | 8 | 20 | 17 | 0.0% |
| Q1 2023 | 46 | $57.2M | 4,292,670 | 4 | 16 | 16 | 0.0% |
| Q4 2022 | 45 | $61.9M | 4,310,587 | 1 | 16 | 13 | 0.0% |
| Q3 2022 | 44 | $75.5M | 4,721,299 | 1 | 14 | 14 | 0.0% |
| Q2 2022 | 43 | $71.8M | 4,207,837 | 1 | 18 | 13 | 0.0% |
| Q1 2022 | 43 | $82.0M | 4,132,042 | 8 | 9 | 15 | 0.0% |
| Q4 2021 | 34 | $78.6M | 3,887,746 | 3 | 12 | 10 | 0.0% |
| Q3 2021 | 34 | $82.3M | 3,911,583 | 3 | 13 | 9 | 0.0% |
| Q2 2021 | 36 | $82.8M | 4,064,243 | 36 | 0 | 0 | 0.0% |
