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DaveManuel.com · Institutional Ownership · Who Owns It

KARAT PACKAGING INC (KRT)

Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.

142
Reporting holders
$237.9M
Reported value
35.7%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+10
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
BlackRock, Inc.$19.8M592,9410.00%8q+4.2%+$801.1K
ACADIAN ASSET MANAGEMENT LLC$13.9M414,2380.02%14q+55.0%+$4.9M
VANGUARD CAPITAL MANAGEMENT LLC$13.1M390,1620.00%2q+0.6%+$75.6K
Ranger Investment Management, L.P.$11.1M332,5960.70%8q+2.3%+$250.7K
GEODE CAPITAL MANAGEMENT, LLC$9.8M291,9270.00%21q+36.2%+$2.6M
AMERICAN CENTURY COMPANIES INC$8.8M263,4990.00%21q+0.6%+$53.5K
DIMENSIONAL FUND ADVISORS LP$8.0M240,1310.00%14q+9.9%+$725.8K
Russell Investments Group, Ltd.$7.7M231,7130.01%8q+15.5%+$1.0M
BANK OF MONTREAL /CAN/$7.7M230,7940.00%3qHELD
TWO SIGMA INVESTMENTS, LP$7.6M228,3160.01%12q+9.4%+$654.4K
AQR CAPITAL MANAGEMENT LLC$7.5M225,3470.00%11q+38.0%+$2.1M
De Lisle Partners LLP$7.3M218,4430.80%10q-4.7%-$357.9K
Boston Partners$6.7M199,9420.01%9q+19.7%+$1.1M
PRICE T ROWE ASSOCIATES INC /MD/$5.6M165,8620.00%11q+30.0%+$1.3M
STATE STREET CORP$5.5M165,4670.00%21q+8.3%+$426.6K
Bank of New York Mellon Corp$5.3M159,5110.00%19q+2.5%+$130.2K
CITADEL ADVISORS LLC$5.3M157,0690.00%15q+66.1%+$2.1M
KTF INVESTMENTS, LLC$4.9M146,1450.49%3q-23.8%-$1.5M
CWA Asset Management Group, LLC$4.6M136,1600.14%3q+11.3%+$460.9K
AMERIPRISE FINANCIAL INC$4.1M123,6550.00%newNEW
ALGERT GLOBAL LLC$4.1M122,2480.05%3q+85.5%+$1.9M
JACOBS LEVY EQUITY MANAGEMENT, INC$3.4M100,5500.01%12q+25.3%+$678.3K
GOLDMAN SACHS GROUP INC$3.3M99,4060.00%8q+25.0%+$665.8K
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$3.3M98,3200.16%14q+42.3%+$977.2K
North Star Investment Management Corp.$3.2M97,0000.18%3qHELD
NORTHERN TRUST CORP$2.8M84,4020.00%21q+6.7%+$178.5K
SEGALL BRYANT & HAMILL, LLC$2.7M82,1170.03%newNEW
VANGUARD PORTFOLIO MANAGEMENT LLC$2.7M81,8700.00%2q+33.5%+$687.9K
JPMORGAN CHASE & CO$2.6M78,8960.00%21q+104.9%+$1.3M
VANGUARD FIDUCIARY TRUST CO$2.1M62,6820.00%2q+4.5%+$90.7K
PANAGORA ASSET MANAGEMENT INC$1.8M54,1960.01%newNEW
Nuveen, LLC$1.8M53,2170.00%6q+6.6%+$110.7K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.7M51,2050.01%12q+25.2%+$345.0K
Point72 Asset Management, L.P.$1.6M48,3780.00%3q+97.6%+$799.4K
MARSHALL WACE, LLP$1.6M47,1860.00%2q+10.8%+$154.3K
LOS ANGELES CAPITAL MANAGEMENT LLC$1.5M46,3020.01%12q+40.9%+$449.6K
UBS Group AG$1.5M45,1030.00%21q+82.5%+$682.2K
MILLENNIUM MANAGEMENT LLC$1.5M43,4770.00%21q-59.7%-$2.2M
HRT FINANCIAL LP$1.2M37,0180.00%5q+3.1%+$37.4K
PDT Partners, LLC$1.1M33,0400.06%newNEW
Mawer Investment Management Ltd.$1.0M31,0840.01%newNEW
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.0M30,3420.00%2q+93.8%+$491.5K
RENAISSANCE TECHNOLOGIES LLC$1.0M30,1150.00%12q-27.8%-$388.1K
RITHOLTZ WEALTH MANAGEMENT$1.0M29,9630.01%12q+50.3%+$335.4K
FIRST TRUST ADVISORS LP$961.1K28,7230.00%8q+4.3%+$39.9K
Creative Planning$853.1K25,4970.00%3q+22.8%+$158.4K
MORGAN STANLEY$844.4K25,2340.00%21q-52.7%-$939.8K
Trexquant Investment LP$800.5K23,9230.00%7q-67.3%-$1.7M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$786.6K23,5080.00%18q+6.1%+$45.3K
Vident Advisory, LLC$781.4K23,3530.01%2qHELD
VICTORY CAPITAL MANAGEMENT INC$700.3K20,9290.00%4q-7.9%-$60.4K
Inspire Investing, LLC$684.5K20,4560.03%4q+11.6%+$71.1K
Walleye Capital LLC$684.2K20,4470.00%newNEW
GSA CAPITAL PARTNERS LLP$678.0K20,2740.04%11q-18.7%-$156.3K
Kings Path Partners LLC$669.5K20,0100.18%8qHELD
BARCLAYS PLC$668.2K19,9710.00%18q-34.6%-$354.1K
D. E. Shaw & Co., Inc.$632.6K18,9070.00%newNEW
Merit Financial Group, LLC$609.7K18,2230.00%3q+5.4%+$31.5K
STIFEL FINANCIAL CORP$575.3K17,1930.00%7q-8.6%-$54.3K
LPL Financial LLC$556.4K16,6280.00%3q-2.1%-$11.7K
XTX Topco Ltd$546.8K16,3420.01%newNEW
Engineers Gate Manager LP$509.2K15,2170.01%5q-54.8%-$617.7K
BNP PARIBAS FINANCIAL MARKETS$489.2K14,6210.00%7q+309.7%+$369.8K
DAVENPORT & Co LLC$486.0K14,5250.00%5qHELD
Cambridge Investment Research Advisors, Inc.$484.0K14,4500.00%newNEW
Invesco Ltd.$477.6K14,2740.00%2q+92.3%+$229.2K
RAYMOND JAMES FINANCIAL INC$449.4K13,4300.00%newNEW
BANK OF AMERICA CORP /DE/$445.1K13,3030.00%21q+21.1%+$77.7K
Aquatic Capital Management LLC$403.7K12,0650.01%3q+8517.9%+$399.0K
BLAIR WILLIAM & CO/IL$395.7K11,8260.00%newNEW
IEQ CAPITAL, LLC$380.5K11,3710.00%newNEW
ZACKS INVESTMENT MANAGEMENT$378.2K11,3020.00%newNEW
RHUMBLINE ADVISERS$363.1K10,8530.00%13q+4.1%+$14.5K
WELLS FARGO & COMPANY/MN$342.1K10,2240.00%21q-43.4%-$262.0K
Odyssean, LLC$319.6K9,5520.05%newNEW
Mariner, LLC$315.8K9,4400.00%newNEW
GLOBEFLEX CAPITAL L P$306.2K9,1520.04%newNEW
BAILARD, INC.$296.5K8,8600.01%2q-53.0%-$334.6K
R Squared Ltd$295.1K8,8190.15%newNEW
DEUTSCHE BANK AG\$288.4K8,6200.00%21q+42.3%+$85.8K
Squarepoint Ops LLC$279.8K8,3610.00%4q-51.4%-$296.4K
ALLIANCEBERNSTEIN L.P.$279.5K10,0100.00%newNEW
COMPASS FINANCIAL MANAGEMENT LLC$272.8K8,1530.03%newFIRST
TWO SIGMA SECURITIES, LLC$261.9K7,8270.02%newNEW
Moran Wealth Management, LLC$259.0K7,7420.01%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$258.2K7,5560.00%newNEW
Corient Private Wealth LP$257.7K7,7030.00%11q-26.8%-$94.4K
JANE STREET GROUP, LLC$235.0K7,0230.00%3q-84.7%-$1.3M
OCCUDO QUANTITATIVE STRATEGIES LP$211.4K6,3170.01%2q-13.4%-$32.6K
Janney Montgomery Scott LLC$207.0K6,1900.00%12q-20.5%-$53.5K
Y-Intercept (Hong Kong) Ltd$203.8K6,0910.00%newNEW
MetLife Investment Management, LLC$202.1K6,0410.00%12qHELD
BARD ASSOCIATES INC$167.3K5,0000.04%newNEW
CITIGROUP INC$149.9K4,4810.00%21q+514.7%+$125.5K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$133.2K3,9800.00%9q-2.5%-$3.3K
NEW YORK STATE COMMON RETIREMENT FUND$103.8K3,1030.00%21qHELD
Vanguard Global Advisers, LLC$100.5K3,0040.00%2qHELD
OSAIC HOLDINGS, INC.$85.6K2,5590.00%11q+4.8%+$3.9K
Police & Firemen's Retirement System of New Jersey$78.7K2,3520.00%7qHELD
Legal & General Group Plc$75.3K2,2510.00%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.

DateInsiderRoleSideSharesValue
2026-08-20Cheng MarvinVP-Manufacturing, SecySold4,500$213.0K
2026-09-04Cheng MarvinVP-Manufacturing, SecySold4,000$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202631$24.9M473,4346960.0%
Q2 2026142$237.9M7,112,8652961300.0%
Q1 2026132$179.4M6,423,9051555410.0%
Q4 2025124$145.4M6,441,1312452270.0%
Q3 2025126$152.0M6,031,0721753340.0%
Q2 2025129$179.3M6,368,4742957230.0%
Q1 2025104$138.3M5,300,457731310.0%
Q4 2024102$152.8M5,050,3951035280.0%
Q3 2024100$132.9M5,131,1971537260.0%
Q2 2024101$154.5M5,222,9831834310.0%
Q1 202493$148.4M5,187,332934300.0%
Q4 202394$126.0M5,068,4352440180.0%
Q3 202381$106.1M4,605,0333522170.0%
Q2 202351$76.6M4,197,508820170.0%
Q1 202346$57.2M4,292,670416160.0%
Q4 202245$61.9M4,310,587116130.0%
Q3 202244$75.5M4,721,299114140.0%
Q2 202243$71.8M4,207,837118130.0%
Q1 202243$82.0M4,132,04289150.0%
Q4 202134$78.6M3,887,746312100.0%
Q3 202134$82.3M3,911,58331390.0%
Q2 202136$82.8M4,064,24336000.0%