KadantKAI
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 291 institutions reported holding Kadant Inc. (KAI) in their 13F filings, up 10 from Q3 2024. 29 opened new positions and 22 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($464.7M), Vanguard Group Inc. ($420.3M) and Wasatch Advisors LP ($365.8M). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Kadant Inc.
- CUSIP
- 48282T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $54.8M |
| Exits | 22 | $17.7M |
All 13F filers, Q3 2024 → Q4 2024: 771,537 shares bought and 804,008 shares sold, net −32,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 291 holders
| Kayne Anderson Rudnick Investment Management LLC | 1.07% | Reduce -1.4% | 1,347,055 | $464.7M |
| Vanguard Group Inc. | 0.01% | Add +24.9% | 1,218,273 | $420.3M |
| Wasatch Advisors LP | 1.81% | Reduce -7.8% | 1,060,199 | $365.8M |
| BlackRock, Inc. | 0.01% | Reduce -0.7% | 952,061 | $328.5M |
| Neuberger Berman Group LLC | 0.20% | Reduce -8.2% | 746,505 | $257.5M |
| Capital International Investors | 0.04% | Reduce -0.0% | 634,202 | $218.8M |
| Chevy Chase Trust Holdings, LLC | 0.50% | Reduce -1.9% | 475,407 | $164.0M |
| Macquarie Group Ltd. | 0.13% | Reduce -0.3% | 314,039 | $108.3M |
| Capital World Investors | 0.02% | Reduce -0.1% | 313,094 | $108.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.8% | 311,345 | $107.4M |
| State Street Corp. | 0.00% | Add +1.1% | 283,817 | $97.9M |
| Riverbridge Partners LLC | 1.28% | Reduce -7.1% | 272,131 | $93.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.4% | 265,967 | $91.8M |
| Brown Advisory Inc. | 0.12% | Reduce -14.7% | 264,859 | $91.4M |
| Royce & Associates LP | 0.66% | Reduce -14.8% | 205,629 | $70.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -8.2% | 191,397 | $66.0M |
| Morgan Stanley | 0.00% | Add +84.7% | 176,940 | $61.0M |
| FMR LLC | 0.00% | Add +11.6% | 161,123 | $55.6M |
| Brown Brothers Harriman & Co. | 0.38% | Reduce -18.6% | 157,035 | $54.2M |
| Janus Henderson Group PLC | 0.03% | Add +20.0% | 156,358 | $54.0M |
| Northern Trust Corp. | 0.01% | Add +5.5% | 154,466 | $53.3M |
| Norges Bank | 0.01% | No change | 134,871 | $46.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -21.7% | 132,162 | $45.6M |
| Wells Fargo & Company | 0.01% | Reduce -5.0% | 128,282 | $44.3M |
| UBS Group AG | 0.01% | Add +110.3% | 126,080 | $43.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 121,686 | $42.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +24.1% | 121,019 | $41.8M |
| Raymond James Financial Inc. | 0.01% | — | 114,207 | $39.4M |
| Conestoga Capital Advisors, LLC | 0.51% | New | 111,770 | $38.6M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -22.7% | 101,621 | $35.1M |
| Handelsbanken Fonder AB | 0.13% | Reduce -9.7% | 100,079 | $34.5M |
| Sei Investments Co. | 0.04% | Reduce -2.5% | 96,104 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Add +29.4% | 83,717 | $28.9M |
| Royal Bank of Canada | 0.01% | Add +21.2% | 76,714 | $26.5M |
| Curi Capital, LLC | 0.61% | Reduce -1.9% | 76,094 | $26.3M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -1.7% | 69,810 | $24.1M |
| Bank of America Corp. | 0.00% | Reduce -10.0% | 69,810 | $24.1M |
| Aberdeen Group plc | 0.04% | Reduce -19.9% | 57,293 | $19.8M |
| Mountain Pacific Investment Advisers LLC | 1.38% | Reduce -7.8% | 56,859 | $19.6M |
| GMO | 0.06% | Add +4.3% | 54,018 | $18.6M |
| DF Dent & Co. Inc. | 0.22% | Reduce -40.3% | 49,612 | $17.1M |
| Invesco Ltd. | 0.00% | Add +63.9% | 47,327 | $16.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.9% | 46,547 | $16.1M |
| Champlain Investment Partners, LLC | 0.10% | Reduce -62.4% | 46,068 | $15.9M |
| Legal & General Group Plc | 0.00% | Add +1.9% | 43,592 | $15.0M |
| Stifel Financial Corp. | 0.01% | Reduce -1.6% | 40,035 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 37,970 | $13.1M |
| Segall Bryant & Hamill, LLC | 0.16% | Add +3.4% | 34,289 | $11.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -19.4% | 33,710 | $11.7M |
| EULAV Asset Management | 0.28% | Add +19.8% | 33,300 | $11.5M |
| Dudley & Shanley, Inc. | 1.73% | No change | 32,500 | $11.2M |
| Paradigm Capital Management Inc. | 0.52% | No change | 32,400 | $11.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.7% | 31,060 | $10.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 30,533 | $10.5M |
| Aptus Capital Advisors, LLC | 0.12% | Add +22.1% | 28,808 | $9.9M |
| Erste Asset Management GmbH | 0.12% | Reduce -19.2% | 27,350 | $9.6M |
| Susquehanna International Group, LLP | 0.01% | Add +128.1% | 24,724 | $8.5M |
| AXA S.A. | 0.03% | Reduce -10.2% | 23,972 | $8.3M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 23,500 | $8.2M |
| Swiss National Bank | 0.01% | Add +0.4% | 23,100 | $8.0M |
| Barclays PLC | 0.00% | Add +12.4% | 22,253 | $7.7M |
| ProShare Advisors LLC | 0.02% | Reduce -12.6% | 22,142 | $7.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +94.0% | 21,182 | $7.3M |
| Citadel Advisors | 0.01% | Add +185.0% | 19,668 | $6.8M |
| Man Group plc | 0.02% | Add +9.9% | 19,448 | $6.7M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -6.7% | 19,072 | $6.6M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -40.5% | 18,944 | $6.5M |
| Rhumbline Advisers | 0.01% | Add +1.1% | 18,386 | $6.3M |
| Regions Financial Corp. | 0.05% | Reduce -2.4% | 18,052 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -28.6% | 17,022 | $5.9M |
| Citigroup Inc. | 0.01% | Add +4.3% | 15,530 | $5.4M |
| GHP Investment Advisors, Inc. | 0.23% | Reduce -5.7% | 14,448 | $5.0M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Reduce -18.4% | 14,113 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Add +13.6% | 14,051 | $4.8M |
| Tudor Investment Corporation | 0.05% | Reduce -42.9% | 13,921 | $4.8M |
| Select Equity Group, L.P. | 0.02% | Add +0.4% | 13,029 | $4.5M |
| Comerica Bank | 0.02% | Add +194.2% | 12,717 | $4.4M |
| Blair William & Co. | 0.01% | Reduce -46.5% | 12,393 | $4.3M |
| F/m Investments LLC | 0.16% | Reduce -67.2% | 12,243 | $4.2M |
| ArrowMark Colorado Holdings LLC | 0.06% | Reduce -15.9% | 12,115 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -4.4% | 11,204 | $3.9M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 10,982 | $3.8M |
| Susquehanna Fundamental Investments, LLC | 0.06% | — | 10,332 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +46.3% | 10,272 | $3.5M |
| Van Eck Associates Corp. | 0.00% | New | 9,764 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Reduce -0.2% | 9,667 | $3.3M |
| NewEdge Wealth, LLC | 0.06% | Reduce -15.0% | 9,667 | $3.3M |
| Dark Forest Capital Management LP | 0.42% | Reduce -36.0% | 8,230 | $2.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -55.2% | 7,184 | $2.5M |
| Principal Financial Group Inc. | 0.00% | Add +13.1% | 7,132 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +4.6% | 7,078 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.1% | 6,674 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.3% | 6,411 | $2.2M |
| King Luther Capital Management Corp. | 0.01% | Reduce -10.7% | 6,392 | $2.2M |
| &partners | 0.03% | New | 6,084 | $2.1M |
| Edgestream Partners, L.P. | 0.09% | New | 5,914 | $2.0M |
| Atria Investments, Inc | 0.03% | Add +5.4% | 5,862 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -14.7% | 5,831 | $2.0M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.0% | 5,829 | $2.0M |
| PDT Partners, LLC | 0.18% | No change | 5,819 | $2.0M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.23% | Reduce -44.2% | 5,765 | $2.0M |
| Quantbot Technologies LP | 0.07% | Add +3773.7% | 5,733 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -14.2% | 5,305 | $1.8M |
| Zhang Financial LLC | 0.10% | Add +0.8% | 5,256 | $1.8M |
| Creative Planning | 0.00% | Add +15.7% | 5,219 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +11.3% | 5,021 | $1.7M |
| Intech Investment Management LLC | 0.02% | Add +105.0% | 4,888 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,855 | $1.7M |
| Oak Associates Ltd. | 0.11% | No change | 4,668 | $1.6M |
| West Coast Financial LLC | 0.18% | Reduce -7.4% | 4,633 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -30.7% | 4,598 | $1.6M |
| QSV Equity Investors LLC | 1.49% | Add +0.0% | 4,504 | $1.6M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.1% | 3,733 | $1.3M |
| New York State Common Retirement Fund | 0.00% | No change | 3,699 | $1.3M |
| Aquatic Capital Management LLC | 0.03% | New | 3,634 | $1.3M |
| Trust Point Inc. | 0.09% | Reduce -14.7% | 3,563 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -8.2% | 3,498 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +123.3% | 3,470 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 3,408 | $1.2M |
| American Century Companies Inc. | 0.00% | Reduce -3.9% | 3,364 | $1.2M |
| Clean Yield Group | 0.37% | No change | 3,335 | $1.2M |
| LaFleur & Godfrey LLC | 0.15% | Reduce -6.2% | 3,198 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.9% | 3,098 | $1.1M |
| Inspire Advisors, LLC | 0.13% | Add +2.7% | 3,073 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -14.6% | 2,967 | $1.0M |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.1% | 2,851 | $984K |
| SkyView Investment Advisors, LLC | 0.14% | New | 2,582 | $891K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 2,501 | $863K |
| AQR Capital Management | 0.00% | Add +12.1% | 2,484 | $857K |
| Gsa Capital Partners LLP | 0.06% | New | 2,471 | $852K |
| Jane Street Group, LLC | 0.00% | Reduce -80.6% | 2,409 | $831K |
| KLP Kapitalforvaltning As | 0.00% | — | 2,400 | $828K |
| Bleakley Financial Group, LLC | 0.02% | Add +0.1% | 2,382 | $822K |
| XTX Topco Ltd | 0.07% | New | 2,373 | $819K |
| M&T Bank Corp | 0.00% | Reduce -5.4% | 2,343 | $808K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.8% | 2,116 | $796K |
| Henshaw Capital LLC | 0.03% | No change | 2,287 | $789K |
| Sheets Smith Wealth Management | 0.09% | Add +3.2% | 2,239 | $772K |
| D. E. Shaw & Co. | 0.00% | No change | 2,224 | $767K |
| Callan Family Office, LLC | 0.05% | Add +252.6% | 2,140 | $738K |
| OneDigital Investment Advisors LLC | 0.01% | New | 2,054 | $709K |
| Impact Capital Partners LLC | 0.25% | — | 2,042 | $704K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 2,000 | $690K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +21.8% | 1,987 | $685K |
| Curated Wealth Partners LLC | 0.08% | Add +0.1% | 1,974 | $681K |
| US Bancorp \de | 0.00% | Reduce -1.4% | 1,907 | $658K |
| State of Wisconsin Investment Board | 0.00% | Add +37.3% | 1,905 | $657K |
| Mirova | 0.11% | No change | 1,864 | $643K |
| Schroder Investment Management Group | 0.00% | New | 1,827 | $631K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.0% | 1,804 | $622K |
| Synovus Financial Corp. | 0.01% | Add +1.7% | 1,761 | $608K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.0% | 1,756 | $606K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 1,740 | $600K |
| Cannon Global Investment Management, LLC | 1.37% | Add +128.6% | 1,600 | $552K |
| Wesbanco Bank Inc. | 0.02% | Add +87.1% | 1,590 | $549K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -12.3% | 1,559 | $542K |
| LPL Financial LLC | 0.00% | Add +18.3% | 1,557 | $537K |
| Squarepoint Ops LLC | 0.00% | Reduce -85.5% | 1,548 | $534K |
| Cerity Partners LLC | 0.00% | Reduce -7.6% | 1,470 | $497K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.6% | 1,398 | $482K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -2.2% | 1,355 | $467K |
| D.A. Davidson & Co. | 0.00% | No change | 1,352 | $466K |
| Entropy Technologies, LP | 0.05% | New | 1,346 | $464K |
| Argent Trust Co | 0.02% | Add +7.3% | 1,284 | $443K |
| CW Advisors, LLC | 0.01% | Reduce -10.4% | 1,242 | $429K |
| Quantum Private Wealth, LLC | 0.14% | No change | 1,229 | $424K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.1% | 1,226 | $423K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.5% | 1,216 | $420K |
| Kolinsky Wealth Management, LLC | 0.25% | No change | 1,209 | $417K |
| Two Sigma Investments, LP | 0.00% | Reduce -80.9% | 1,193 | $412K |
| Bank of Montreal | 0.00% | Add +3.2% | 1,187 | $410K |
| Inspire Investing, LLC | 0.04% | Reduce -5.3% | 1,156 | $399K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +37.5% | 1,114 | $384K |
| Cibc World Markets Corp. | 0.00% | New | 1,096 | $378K |
| Hancock Whitney Corp. | 0.01% | Add +8.3% | 1,086 | $375K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -16.4% | 1,079 | $374K |
| Verition Fund Management LLC | 0.00% | Add +12.3% | 1,055 | $364K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 1,048 | $362K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +1.9% | 1,044 | $360K |
| Crestline Management, L.P. | 0.01% | New | 936 | $323K |
| Epoch Investment Partners, Inc. | 0.00% | New | 921 | $318K |
| Versor Investments LP | 0.05% | New | 900 | $310K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 893 | $308K |
| Townsquare Capital LLC | 0.00% | Reduce -7.1% | 874 | $302K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.2% | 870 | $300K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +64.7% | 848 | $293K |
| Prudential Financial Inc. | 0.00% | Reduce -10.4% | 846 | $292K |
| Xponance LLC | 0.00% | Add +10.2% | 845 | $292K |
| Captrust Financial Advisors | 0.00% | Reduce -56.0% | 838 | $289K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.3% | 835 | $288K |
| Smith Shellnut Wilson LLC | 0.13% | No change | 825 | $285K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 800 | $276K |
| STRS Ohio | 0.00% | Add +14.3% | 800 | $276K |
| Bessemer Group Inc. | 0.00% | Reduce -62.2% | 792 | $273K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.8% | 779 | $269K |
| Wealth Alliance, LLC | 0.03% | Reduce -2.3% | 766 | $264K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +9.9% | 764 | $264K |
| Mackenzie Financial Corp. | 0.00% | No change | 759 | $262K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 750 | $259K |
| Ethic Inc. | 0.01% | New | 722 | $249K |
| Associated Banc-Corp | 0.01% | Reduce -13.2% | 721 | $249K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.7% | 720 | $248K |
| Cetera Investment Advisers | 0.00% | Add +12.5% | 720 | $248K |
| Hardy Reed LLC | 0.02% | Add +16.2% | 716 | $247K |
| Glenmede Trust Co. NA | 0.00% | New | 713 | $246K |
| Petros Family Wealth, LLC | 0.26% | — | 705 | $243K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.6% | 697 | $240K |
| MeadowBrook Investment Advisors LLC | 0.22% | Reduce -2.3% | 692 | $239K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.8% | 661 | $228K |
| Freestone Grove Partners LP | 0.00% | — | 646 | $223K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -21.0% | 635 | $219K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 614 | $212K |
| Diversified Trust Co. | 0.01% | Reduce -54.3% | 611 | $211K |
| Janney Montgomery Scott LLC | 0.00% | No change | 598 | $206K |
| SG Americas Securities, LLC | 0.00% | Reduce -94.5% | 567 | $196K |
| Venturi Wealth Management, LLC | 0.01% | Add +1289.5% | 528 | $182K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -6.5% | 506 | $175K |
| KBC Group NV | 0.00% | Add +54.6% | 504 | $174K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -9.7% | 502 | $173K |
| Avanza Fonder AB | 0.00% | — | 464 | $160K |
| Amalgamated Bank | 0.00% | Reduce -2.7% | 400 | $138K |
| Bokf, NA | 0.00% | No change | 400 | $136K |
| Whittier Trust Co. | 0.00% | No change | 375 | $129K |
| Fifth Third Bancorp | 0.00% | Reduce -19.0% | 359 | $124K |
| Painted Porch Advisors LLC | 0.04% | Add +18.7% | 254 | $88K |
| Pflug Koory, LLC | 0.01% | No change | 250 | $86K |
| Washington Trust Advisors, Inc. | 0.01% | New | 246 | $85K |
| Eagle Bay Advisors LLC | 0.05% | Reduce -8.6% | 234 | $81K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 218 | $75K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.5% | 192 | $66K |
| Park Place Capital Corp | 0.02% | Reduce -7.3% | 189 | $65K |
| IFP Advisors, Inc | 0.00% | Reduce -0.5% | 186 | $65K |
| Osaic Holdings, Inc. | 0.00% | Add +18.8% | 183 | $63K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -38.9% | 162 | $56K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 130 | $49K |
| Quadrant Capital Group LLC | 0.00% | No change | 143 | $49K |
| First Horizon Advisors, Inc. | 0.00% | No change | 139 | $48K |
| HM Payson & Co. | 0.00% | No change | 130 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 126 | $43K |
| MAI Capital Management | 0.00% | New | 122 | $42K |
| Parallel Advisors, LLC | 0.00% | Add +8.3% | 117 | $40K |
| Jones Financial Companies LLLP | 0.00% | Add +267.9% | 103 | $36K |
| Optimum Investment Advisors | 0.02% | No change | 100 | $34K |
| Harbour Investments, Inc. | 0.00% | No change | 94 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 92 | $32K |
| Hilltop National Bank | 0.01% | New | 75 | $26K |
| V-Square Quantitative Management LLC | 0.00% | No change | 71 | $24K |
| Allworth Financial LP | 0.00% | No change | 52 | $20K |
| Cwm, LLC | 0.00% | Add +30.2% | 56 | $19K |
| GAMMA Investing LLC | 0.00% | Add +46.0% | 54 | $19K |
| Huntington National Bank | 0.00% | Reduce -11.7% | 53 | $18K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 53 | $18K |
| Key Financial Inc | 0.00% | No change | 52 | $18K |
| CI Investments Inc. | 0.00% | New | 50 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +20.0% | 48 | $17K |
| Arax Advisory Partners | 0.00% | No change | 47 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -62.2% | 42 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | New | 38 | $13K |
| Rise Advisors, LLC | 0.01% | No change | 37 | $13K |
| National Bank of Canada | 0.00% | Reduce -2.9% | 33 | $11K |
| TCTC Holdings, LLC | 0.00% | New | 32 | $11K |
| Russell Investments Group, Ltd. | 0.00% | No change | 23 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -26.9% | 19 | $7K |
| LRI Investments, LLC | 0.00% | No change | 17 | $6K |
| Atlatl Advisers LLC | 0.00% | — | 17 | $6K |
| Rothschild Investment LLC | 0.00% | Add +41.7% | 17 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 16 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 14 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 12 | $4K |
| Sterling Capital Management LLC | 0.00% | No change | 12 | $4K |
| Bogart Wealth, LLC | 0.00% | New | 10 | $3K |
| Mather Group, Llc. | 0.00% | No change | 10 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 9 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 7 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 7 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.0% | 6 | $2K |
| Hemington Wealth Management | 0.00% | Add +133.3% | 7 | $2K |
| Concord Wealth Partners | 0.00% | No change | 5 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +66.7% | 5 | $2K |
| Pacer Advisors, Inc. | 0.00% | New | 4 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +33.3% | 4 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 3 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 3 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 3 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 3 | $947 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $690 |
| Assetmark, Inc. | 0.00% | No change | 2 | $690 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $345 |
| First Pacific Financial | 0.00% | Reduce -90.0% | 1 | $345 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $345 |
| AlphaQuest LLC | 0.00% | Reduce -99.7% | 1 | $345 |
"% of holder's portfolio" is KAI's weight in each manager's 13F, not the share of Kadant Inc. the manager owns.