KadantKAI

13F holders, Q1 2025 (March 31)
313holders +22
50new positions
26sold out
5famous investors
$336.91avg. 13F price*

At the end of Q1 2025, 313 institutions reported holding Kadant Inc. (KAI) in their 13F filings, up 22 from Q4 2024. 50 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($608.3M), Kayne Anderson Rudnick Investment Management LLC ($449.5M) and Vanguard Group Inc. ($449.0M). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Paul Tudor Jones (0.0% 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

0100200300400 Q1 2024: 260Q1 2024Q2 2024: 257Q2 2024Q3 2024: 281Q3 2024Q4 2024: 291Q4 2024Q1 2025: 313Q1 2025Q2 2025: 314Q2 2025Q3 2025: 316Q3 2025Q4 2025: 303Q4 2025Q1 2026: 321Q1 2026Q2 2026: 327Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions50$54.0M
Exits26$20.3M

All 13F filers, Q4 2024 → Q1 2025: 2,163,700 shares bought and 1,024,203 shares sold, net +1,139,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

BlackRock, Inc. 0.01% Add +89.6% 1,805,426 $608.3M
Kayne Anderson Rudnick Investment Management LLC 1.10% Reduce -0.9% 1,334,266 $449.5M
Vanguard Group Inc. 0.01% Add +9.4% 1,332,583 $449.0M
Wasatch Advisors LP 1.78% Reduce -10.4% 949,632 $319.9M
Neuberger Berman Group LLC 0.16% Reduce -25.6% 555,195 $187.1M
Capital International Investors 0.04% Reduce -13.0% 551,976 $186.0M
State Street Corp. 0.01% Add +56.5% 444,308 $149.7M
Chevy Chase Trust Holdings, LLC 0.48% Reduce -6.8% 442,883 $149.2M
Macquarie Group Ltd. 0.13% Add +2.4% 321,665 $108.4M
Morgan Stanley 0.01% Add +80.5% 319,354 $107.6M
Capital World Investors 0.02% Reduce -3.4% 302,611 $102.0M
Dimensional Fund Advisors LP 0.02% Reduce -4.5% 297,428 $100.2M
Geode Capital Management, LLC 0.01% Add +3.3% 274,851 $92.6M
Riverbridge Partners LLC 1.34% Reduce -9.2% 247,189 $83.3M
Conestoga Capital Advisors, LLC 1.12% Add +97.9% 221,209 $74.5M
T. Rowe Price Associates Inc. 0.01% Reduce -1.4% 188,667 $63.6M
Brown Advisory Inc. 0.09% Reduce -29.9% 185,784 $62.6M
UBS Group AG 0.01% Add +38.9% 175,128 $59.0M
Northern Trust Corp. 0.01% Add +7.1% 165,438 $55.7M
Champlain Investment Partners, LLC 0.39% Add +249.1% 160,800 $54.2M
Royce & Associates LP 0.54% Reduce -27.4% 149,185 $50.3M
FMR LLC 0.00% Reduce -8.5% 147,487 $49.7M
Brown Brothers Harriman & Co. 0.32% Reduce -12.6% 137,314 $46.3M
Norges Bank 0.01% Add +0.9% 136,087 $45.8M
Wells Fargo & Company 0.01% Add +4.9% 134,591 $45.3M
Janus Henderson Group PLC 0.02% Reduce -13.7% 134,966 $45.3M
Charles Schwab Investment Management Inc. 0.01% Add +4.0% 126,606 $42.7M
Bank of America Corp. 0.00% Add +70.6% 119,083 $40.1M
Raymond James Financial Inc. 0.01% Add +1.1% 115,447 $38.9M
Ameriprise Financial Inc. 0.01% Reduce -28.7% 94,205 $31.7M
Sei Investments Co. 0.04% Reduce -2.0% 94,140 $31.7M
Goldman Sachs Group Inc. 0.01% Reduce -26.8% 88,613 $29.9M
Loomis Sayles & Co. L P 0.04% Reduce -16.8% 84,503 $28.5M
Select Equity Group, L.P. 0.12% Add +519.2% 80,677 $27.2M
Bank of New York Mellon Corp 0.01% Add +71.1% 79,631 $26.8M
Royal Bank of Canada 0.01% Add +1.6% 77,923 $26.3M
Invesco Ltd. 0.00% Add +63.1% 77,172 $26.0M
Curi Capital, LLC 0.61% Reduce -3.2% 73,635 $24.8M
Handelsbanken Fonder AB 0.10% Reduce -27.0% 73,079 $24.6M
GMO 0.07% Add +28.3% 69,278 $23.3M
Legal & General Group Plc 0.01% Add +55.9% 67,949 $22.9M
Principal Financial Group Inc. 0.01% Add +809.9% 64,893 $21.9M
Aberdeen Group plc 0.04% Add +0.7% 57,691 $19.4M
Mountain Pacific Investment Advisers LLC 1.41% Reduce -0.7% 56,460 $19.0M
Pictet Asset Management Holding SA 0.02% Reduce -19.2% 56,413 $19.0M
JPMorgan Chase & Co. 0.00% Reduce -39.4% 50,736 $17.1M
Public Sector Pension Investment Board 0.05% New 37,264 $12.6M
Envestnet Asset Management Inc. 0.00% Reduce -4.6% 36,238 $12.2M
Segall Bryant & Hamill, LLC 0.18% Reduce -1.1% 33,924 $11.4M
DF Dent & Co. Inc. 0.15% Reduce -32.3% 33,606 $11.3M
EULAV Asset Management 0.28% Add +0.9% 33,600 $11.3M
Rhumbline Advisers 0.01% Add +81.6% 33,388 $11.2M
Dudley & Shanley, Inc. 1.73% Add +0.1% 32,530 $11.0M
Aptus Capital Advisors, LLC 0.12% Add +12.6% 32,442 $10.9M
Paradigm Capital Management Inc. 0.61% No change 32,400 $10.9M
Allspring Global Investments Holdings, LLC 0.02% Reduce -7.6% 31,145 $10.7M
Nuveen, LLC 0.00% — 31,193 $10.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.4% 30,974 $10.4M
Comerica Bank 0.04% Add +112.0% 26,960 $9.1M
Man Group plc 0.02% Add +21.1% 23,562 $7.9M
Erste Asset Management GmbH 0.10% Reduce -13.6% 23,626 $7.9M
Swiss National Bank 0.01% Reduce -1.3% 22,800 $7.7M
DekaBank Deutsche Girozentrale 0.01% Reduce -4.3% 22,500 $7.5M
ProShare Advisors LLC 0.02% Reduce -2.5% 21,581 $7.3M
Edgestream Partners, L.P. 0.23% Add +238.7% 20,033 $6.7M
Barclays PLC 0.00% Reduce -10.5% 19,913 $6.7M
Stifel Financial Corp. 0.01% Reduce -51.0% 19,605 $6.6M
Amundi 0.00% New 18,938 $6.4M
Oppenheimer Asset Management Inc. 0.08% Reduce -2.2% 18,650 $6.3M
Vestmark Advisory Solutions, Inc. 0.16% Add +92.4% 18,596 $6.3M
Citigroup Inc. 0.00% Add +17.9% 18,316 $6.2M
AXA S.A. 0.02% Reduce -24.3% 18,139 $6.1M
Regions Financial Corp. 0.05% Reduce -0.3% 18,005 $6.1M
Baird Financial Group, Inc. 0.01% Reduce -0.3% 16,974 $5.7M
Susquehanna International Group, LLP 0.01% Reduce -43.4% 13,998 $4.7M
CANADA LIFE ASSURANCE Co 0.01% Add +1186.8% 13,884 $4.7M
Alliancebernstein L.P. 0.00% Reduce -1.2% 13,877 $4.7M
GHP Investment Advisors, Inc. 0.22% Reduce -4.6% 13,784 $4.6M
Susquehanna Fundamental Investments, LLC 0.08% Add +33.1% 13,749 $4.6M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -9.7% 12,745 $4.3M
Clean Yield Group 1.39% Add +279.2% 12,647 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 12,555 $4.2M
Twinbeech Capital LP 0.08% New 12,391 $4.2M
F/m Investments LLC 0.16% Add +0.3% 12,286 $4.1M
Blair William & Co. 0.01% Reduce -6.1% 11,633 $3.9M
First Trust Advisors LP 0.00% Add +2.8% 11,518 $3.9M
Prudential Financial Inc. 0.01% Add +1255.1% 11,464 $3.9M
Quantbot Technologies LP 0.12% Add +91.3% 10,969 $3.7M
California State Teachers Retirement System 0.00% Reduce -1.1% 10,858 $3.7M
ArrowMark Colorado Holdings LLC 0.06% Reduce -10.4% 10,857 $3.7M
Citadel Advisors 0.00% Reduce -44.9% 10,847 $3.7M
Van Eck Associates Corp. 0.00% Add +10.7% 10,809 $3.6M
Deutsche Bank AG 0.00% Reduce -9.4% 9,305 $3.1M
NewEdge Wealth, LLC 0.06% Reduce -4.3% 9,248 $3.1M
SG Americas Securities, LLC 0.01% Add +1481.1% 8,965 $3.0M
Thrivent Financial for Lutherans 0.01% New 8,627 $2.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.7% 6,985 $2.4M
MetLife Investment Management, LLC 0.01% Reduce -3.4% 6,835 $2.3M
Manufacturers Life Insurance Company, The 0.00% Add +1.7% 6,522 $2.2M
State of Alaska, Department of Revenue 0.02% New 6,508 $2.2M
Intech Investment Management LLC 0.02% Add +31.8% 6,441 $2.2M
Illinois Municipal Retirement Fund 0.03% New 6,404 $2.2M
Creative Planning 0.00% Add +22.1% 6,373 $2.1M
&partners 0.02% Add +3.8% 6,314 $2.1M
Corebridge Financial, Inc. 0.01% Add +5.0% 6,122 $2.1M
Balyasny Asset Management L.P. 0.01% Reduce -68.6% 5,940 $2.0M
Atria Investments, Inc 0.03% Add +1.3% 5,936 $2.0M
Brevan Howard Capital Management LP 0.06% New 5,926 $2.0M
HSBC Holdings PLC 0.00% Add +64.7% 5,715 $1.9M
Louisiana State Employees Retirement System 0.04% New 5,500 $1.9M
Aquatic Capital Management LLC 0.05% Add +47.1% 5,345 $1.8M
Franklin Resources Inc. 0.00% Add +2.7% 5,155 $1.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -3.4% 5,124 $1.7M
Zhang Financial LLC 0.09% Reduce -3.1% 5,091 $1.7M
SummitTX Capital, L.P. 0.08% — 5,055 $1.7M
King Luther Capital Management Corp. 0.01% Reduce -22.3% 4,970 $1.7M
Ensign Peak Advisors, Inc 0.00% No change 4,855 $1.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.18% Reduce -20.3% 4,595 $1.5M
Corient Private Wealth LP 0.00% Reduce -23.9% 4,435 $1.5M
Yousif Capital Management, LLC 0.02% New 4,378 $1.5M
Public Employees Retirement System of Ohio 0.01% Add +11.5% 4,163 $1.4M
Oak Associates Ltd. 0.10% Reduce -13.7% 4,031 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% New 3,915 $1.3M
New York State Common Retirement Fund 0.00% No change 3,699 $1.2M
QSV Equity Investors LLC 1.28% Reduce -18.5% 3,670 $1.2M
Victory Capital Management Inc. 0.00% Add +23.7% 3,669 $1.2M
PDT Partners, LLC 0.09% Reduce -38.3% 3,590 $1.2M
West Coast Financial LLC 0.13% Reduce -24.4% 3,504 $1.2M
Maryland State Retirement & Pension System 0.03% New 3,427 $1.2M
Arizona State Retirement System 0.01% Reduce -1.1% 3,369 $1.1M
Amalgamated Bank 0.01% Add +736.5% 3,346 $1.1M
Tudor Investment Corporation 0.01% Reduce -76.0% 3,335 $1.1M
LaFleur & Godfrey LLC 0.15% No change 3,198 $1.1M
Voya Investment Management LLC 0.00% Reduce -10.7% 3,123 $1.1M
Tejara Capital Ltd 0.51% New 3,100 $1.0M
Bank of Montreal 0.00% Add +150.3% 2,971 $1.0M
Engineers Gate Manager LP 0.02% New 2,958 $997K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -4.7% 2,954 $995K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 2,853 $961K
State of Tennessee, Department of Treasury 0.00% New 2,850 $960K
Bessemer Group Inc. 0.00% Add +259.1% 2,844 $959K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% New 2,811 $947K
BNP Paribas Financial Markets 0.00% Reduce -39.1% 2,802 $944K
AQR Capital Management 0.00% Add +11.2% 2,763 $931K
SkyView Investment Advisors, LLC 0.14% Add +6.7% 2,756 $929K
New York State Teachers Retirement System 0.00% New 2,708 $912K
Oregon Public Employees Retirement Fund 0.02% New 2,649 $892K
Cibc World Markets Corp. 0.01% Add +137.3% 2,601 $876K
American Century Companies Inc. 0.00% Reduce -23.0% 2,591 $873K
Police & Firemen's Retirement System of New Jersey 0.01% No change 2,501 $843K
Jump Financial, LLC 0.01% New 2,462 $829K
Sheets Smith Wealth Management 0.10% Add +3.7% 2,322 $782K
Henshaw Capital LLC 0.03% No change 2,287 $771K
Linden Thomas Advisory Services, LLC 0.10% Add +12.0% 2,225 $750K
OneDigital Investment Advisors LLC 0.01% Add +7.3% 2,204 $743K
Impact Capital Partners LLC 0.27% Add +7.8% 2,201 $742K
KLP Kapitalforvaltning As 0.00% Reduce -8.3% 2,200 $741K
Jane Street Group, LLC 0.00% Reduce -9.8% 2,172 $732K
Lazard Freres Gestion S.A.S. 0.02% Add +24.1% 2,160 $727K
Sanctuary Advisors, LLC 0.01% Reduce -0.9% 2,096 $706K
Teacher Retirement System of Texas 0.00% New 2,066 $696K
XTX Topco Ltd 0.04% Reduce -13.6% 2,051 $691K
Pathstone Holdings, LLC 0.00% New 2,028 $683K
Curated Wealth Partners LLC 0.09% Add +1.0% 1,994 $672K
Schroder Investment Management Group 0.00% Add +5.3% 1,924 $646K
Synovus Financial Corp. 0.01% Add +8.8% 1,915 $645K
Trust Point Inc. 0.06% Reduce -47.7% 1,865 $628K
Mirova 0.11% No change 1,864 $628K
Vancity Investment Management Ltd 0.08% — 1,819 $613K
Diversified Trust Co. 0.02% Add +195.7% 1,807 $609K
Apollon Wealth Management, LLC 0.01% Add +2.2% 1,795 $605K
NewEdge Advisors, LLC 0.00% Reduce -3.3% 1,744 $588K
Mutual of America Capital Management LLC 0.01% New 1,711 $576K
LPL Financial LLC 0.00% Add +4.6% 1,629 $549K
Wesbanco Bank Inc. 0.02% No change 1,590 $536K
US Bancorp \de 0.00% Reduce -17.3% 1,578 $532K
D. E. Shaw & Co. 0.00% Reduce -33.9% 1,471 $496K
Atom Investors LP 0.06% New 1,388 $468K
Quantinno Capital Management LP 0.00% New 1,373 $463K
State Board of Administration of Florida Retirement System 0.00% No change 1,355 $457K
D.A. Davidson & Co. 0.00% No change 1,352 $456K
Verition Fund Management LLC 0.00% Add +27.5% 1,345 $453K
Argent Trust Co 0.02% Add +3.9% 1,334 $449K
Glenmede Trust Co. NA 0.00% Add +87.0% 1,333 $449K
HighTower Advisors, LLC 0.00% Reduce -9.1% 1,271 $428K
Callan Family Office, LLC 0.03% Reduce -41.1% 1,260 $425K
O'shaughnessy Asset Management, LLC 0.00% Add +11.0% 1,237 $417K
Quantum Private Wealth, LLC 0.16% No change 1,229 $414K
State of Wisconsin Investment Board 0.00% Reduce -36.0% 1,219 $411K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.3% 1,186 $400K
Hancock Whitney Corp. 0.01% Add +7.9% 1,172 $395K
Cerity Partners LLC 0.00% Reduce -29.5% 1,036 $349K
HRT Financial LP 0.00% New 1,021 $343K
PNC Financial Services Group, Inc. 0.00% Add +27.1% 1,017 $343K
Inspire Investing, LLC 0.04% Reduce -12.4% 1,013 $341K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,012 $341K
Schonfeld Strategic Advisors LLC 0.00% Reduce -4.0% 1,002 $338K
M&T Bank Corp 0.00% Reduce -57.8% 990 $334K
Aigen Investment Management, LP 0.05% New 963 $324K
Integrated Wealth Concepts LLC 0.00% Add +8.6% 907 $306K
Public Employees Retirement Association of Colorado 0.00% No change 893 $301K
Xponance LLC 0.00% Add +5.1% 888 $299K
Steward Partners Investment Advisory, LLC 0.00% No change 870 $293K
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.3% 836 $282K
Nebula Research & Development LLC 0.03% New 831 $280K
Smith Shellnut Wilson LLC 0.13% No change 825 $278K
Captrust Financial Advisors 0.00% Reduce -2.0% 821 $277K
Wealth Alliance, LLC 0.03% Add +6.3% 814 $274K
Hardy Reed LLC 0.02% Add +13.3% 811 $273K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -33.5% 808 $272K
Townsquare Capital LLC 0.00% Reduce -7.5% 808 $272K
STRS Ohio 0.00% No change 800 $270K
Two Sigma Investments, LP 0.00% Reduce -32.9% 800 $270K
Jain Global LLC 0.01% New 799 $269K
Pacer Advisors, Inc. 0.00% Add +19500.0% 784 $264K
Ethic Inc. 0.01% Add +5.4% 761 $261K
Cetera Investment Advisers 0.00% Add +5.6% 760 $256K
Mackenzie Financial Corp. 0.00% No change 759 $256K
United Services Automobile Association 0.01% New 760 $255K
Penobscot Investment Management Company, Inc. 0.02% No change 750 $253K
Simon Quick Advisors, LLC 0.01% Add +1.1% 728 $245K
CW Advisors, LLC 0.00% Reduce -42.4% 715 $241K
Petros Family Wealth, LLC 0.26% Reduce -0.4% 702 $237K
Janney Montgomery Scott LLC 0.00% Add +16.2% 695 $234K
MeadowBrook Investment Advisors LLC 0.22% No change 692 $233K
Farther Finance Advisors, LLC 0.01% Reduce -0.9% 655 $225K
Quadrant Capital Group LLC 0.01% Add +364.3% 664 $224K
Commonwealth Equity Services, LLC 0.00% Add +2.9% 632 $213K
Associated Banc-Corp 0.01% Reduce -14.6% 616 $208K
Contravisory Investment Management, Inc. 0.04% Add +924.5% 543 $183K
Parkside Financial Bank & Trust 0.02% Add +3.2% 518 $175K
KBC Group NV 0.00% No change 504 $170K
Resona Asset Management Co.,Ltd. 0.00% Reduce -68.1% 497 $167K
Fifth Third Bancorp 0.00% Add +23.1% 442 $149K
Bokf, NA 0.00% No change 400 $135K
Whittier Trust Co. 0.00% No change 375 $126K
Asset Management One Co., Ltd. 0.00% New 329 $111K
Tower Research Capital LLC (TRC) 0.00% Reduce -62.6% 317 $107K
Avanza Fonder AB 0.00% Reduce -36.2% 296 $104K
Coldstream Capital Management Inc. 0.00% New 264 $89K
Pflug Koory, LLC 0.05% No change 250 $84K
Russell Investments Group, Ltd. 0.00% Add +982.6% 249 $84K
GAMMA Investing LLC 0.01% Add +348.1% 242 $82K
Whittier Trust Co. of Nevada Inc. 0.00% No change 218 $73K
Park Place Capital Corp 0.02% No change 189 $64K
IFP Advisors, Inc 0.00% Add +0.5% 187 $63K
Financial Management Professionals, Inc. 0.01% Reduce -7.8% 177 $60K
Jones Financial Companies LLLP 0.00% Add +67.0% 172 $58K
SVB Wealth LLC 0.00% New 161 $54K
Optimum Investment Advisors 0.02% Add +50.0% 150 $51K
Osaic Holdings, Inc. 0.00% Reduce -21.9% 143 $48K
First Horizon Advisors, Inc. 0.00% No change 139 $47K
HM Payson & Co. 0.00% No change 130 $44K
Northwestern Mutual Wealth Management Co. 0.00% No change 126 $42K
Washington Trust Advisors, Inc. 0.00% Reduce -50.0% 123 $41K
MAI Capital Management 0.00% No change 122 $41K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 130 $39K
Parallel Advisors, LLC 0.00% Reduce -1.7% 115 $39K
Harbor Investment Advisory, LLC 0.00% Reduce -30.9% 112 $38K
Harbour Investments, Inc. 0.00% No change 94 $32K
Westside Investment Management, Inc. 0.01% No change 92 $31K
Opal Wealth Advisors, LLC 0.01% New 89 $30K
Cwm, LLC 0.00% Add +41.1% 79 $27K
Painted Porch Advisors LLC 0.01% Reduce -68.5% 80 $27K
V-Square Quantitative Management LLC 0.00% No change 71 $24K
TCTC Holdings, LLC 0.00% Add +118.8% 70 $24K
Bares Capital Management, Inc. 0.00% New 60 $20K
CI Investments Inc. 0.00% Add +4.0% 52 $18K
Key Financial Inc 0.00% No change 52 $18K
Allworth Financial LP 0.00% Add +3.9% 54 $17K
Huntington National Bank 0.00% Reduce -5.7% 50 $17K
Smartleaf Asset Management LLC 0.00% Add +4.2% 50 $17K
Signaturefd, LLC 0.00% Reduce -2.4% 41 $14K
UMB Bank, n.a. 0.00% New 29 $10K
Rothschild Investment LLC 0.00% Add +52.9% 26 $9K
Rise Advisors, LLC 0.00% Reduce -32.4% 25 $8K
Harbor Capital Advisors, Inc. 0.00% New 21 $7K
Global Financial Private Client, LLC 0.00% Add +1900.0% 20 $7K
LRI Investments, LLC 0.00% No change 17 $6K
Principal Securities, Inc. 0.00% No change 16 $6K
Rosenberg Matthew Hamilton 0.00% New 16 $5K
CIBC Private Wealth Group LLC 0.00% Reduce -52.6% 18 $5K
Highline Wealth Partners LLC 0.00% New 14 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 14 $5K
AdvisorNet Financial, Inc 0.00% New 13 $4K
Armstrong Advisory Group, Inc. 0.00% No change 12 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +100.0% 12 $4K
Sterling Capital Management LLC 0.00% No change 12 $4K
Grove Bank & Trust 0.00% New 10 $3K
Lindbrook Capital, LLC 0.00% Add +11.1% 10 $3K
Mather Group, Llc. 0.00% No change 10 $3K
Larson Financial Group LLC 0.00% New 9 $3K
JFS Wealth Advisors, LLC 0.00% No change 7 $2K
Versant Capital Management, Inc 0.00% No change 7 $2K
Farmers & Merchants Investments Inc. 0.00% New 7 $2K
Brooklyn Investment Group 0.00% New 6 $2K
EverSource Wealth Advisors, LLC 0.00% Add +20.0% 6 $2K
Stephens Consulting, LLC 0.00% New 5 $2K
Bogart Wealth, LLC 0.00% Reduce -50.0% 5 $2K
Carolinas Wealth Consulting LLC 0.00% No change 4 $1K
Financial Network Wealth Advisors LLC 0.00% New 3 $1K
Caitong International Asset Management Co., Ltd 0.00% New 3 $1K
Hexagon Capital Partners LLC 0.00% No change 3 $1K
Bell Investment Advisors, Inc 0.00% No change 3 $1K
Montag A & Associates Inc. 0.00% No change 3 $1K
Hemington Wealth Management 0.00% Reduce -28.6% 5 $1K
National Bank of Canada 0.00% Reduce -90.9% 3 $996
SJS Investment Consulting Inc. 0.00% No change 2 $674
Assetmark, Inc. 0.00% No change 2 $674
TFC Financial Management, Inc. 0.00% New 1 $337
Abound Wealth Management 0.00% New 1 $337
AlphaQuest LLC 0.00% No change 1 $337
Hantz Financial Services, Inc. 0.00% New 1 $0

"% of holder's portfolio" is KAI's weight in each manager's 13F, not the share of Kadant Inc. the manager owns.