KadantKAI

13F holders, Q2 2025 (June 30)
314holders +1
39new positions
38sold out
5famous investors
$317.50avg. 13F price*

At the end of Q2 2025, 314 institutions reported holding Kadant Inc. (KAI) in their 13F filings, up 1 from Q1 2025. 39 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($561.1M), Vanguard Group Inc. ($423.6M) and Kayne Anderson Rudnick Investment Management LLC ($415.0M). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions39$45.2M
Exits38$31.7M

All 13F filers, Q1 2025 → Q2 2025: 656,426 shares bought and 897,574 shares sold, net −241,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 314 holders

BlackRock, Inc. 0.01% Reduce -2.1% 1,767,651 $561.1M
Vanguard Group Inc. 0.01% Add +0.1% 1,334,236 $423.6M
Kayne Anderson Rudnick Investment Management LLC 0.99% Reduce -2.0% 1,307,431 $415.0M
Wasatch Advisors LP 1.64% Add +3.6% 984,193 $312.4M
Capital International Investors 0.03% Reduce -8.2% 506,569 $160.8M
Neuberger Berman Group LLC 0.12% Reduce -11.3% 492,216 $156.3M
State Street Corp. 0.01% Add +0.2% 445,169 $141.3M
Morgan Stanley 0.01% Add +19.4% 381,270 $121.0M
Macquarie Group Ltd. 0.13% Add +2.4% 329,456 $104.6M
Chevy Chase Trust Holdings, LLC 0.29% Reduce -29.5% 312,256 $99.1M
Capital World Investors 0.01% Add +2.9% 311,280 $98.8M
Geode Capital Management, LLC 0.01% Add +1.5% 279,013 $88.6M
Dimensional Fund Advisors LP 0.02% Reduce -8.4% 272,452 $86.5M
Champlain Investment Partners, LLC 0.55% Add +54.6% 248,632 $78.9M
Conestoga Capital Advisors, LLC 1.04% Add +0.4% 222,051 $70.5M
Riverbridge Partners LLC 1.10% Reduce -12.7% 215,690 $68.5M
T. Rowe Price Associates Inc. 0.01% Add +0.4% 189,406 $60.1M
Brown Advisory Inc. 0.07% Reduce -6.7% 173,405 $55.0M
Northern Trust Corp. 0.01% Reduce -3.0% 160,432 $50.9M
Bank of America Corp. 0.00% Add +23.8% 147,463 $46.8M
FMR LLC 0.00% Reduce -0.3% 147,090 $46.7M
Royce & Associates LP 0.45% Reduce -6.9% 138,904 $44.1M
Brown Brothers Harriman & Co. 0.28% No change 137,314 $43.6M
Wells Fargo & Company 0.01% Reduce -3.0% 130,535 $41.4M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 127,963 $40.6M
Norges Bank 0.01% Reduce -7.4% 126,064 $40.0M
Raymond James Financial Inc. 0.01% Reduce -0.8% 114,552 $36.4M
UBS Group AG 0.01% Reduce -36.1% 111,853 $35.5M
Ameriprise Financial Inc. 0.01% Add +4.3% 98,230 $31.2M
Sei Investments Co. 0.04% Add +1.3% 95,385 $30.3M
Royal Bank of Canada 0.01% Add +16.9% 91,107 $28.9M
Loomis Sayles & Co. L P 0.03% Add +3.7% 87,644 $27.8M
Goldman Sachs Group Inc. 0.00% Reduce -8.5% 81,101 $25.7M
Bank of New York Mellon Corp 0.00% Add +0.1% 79,693 $25.3M
Handelsbanken Fonder AB 0.09% Add +6.8% 78,079 $24.8M
Legal & General Group Plc 0.01% Add +6.8% 72,573 $23.0M
GMO 0.06% Reduce -9.6% 62,647 $19.9M
Curi Capital, LLC 0.37% Reduce -16.3% 61,622 $19.6M
Massachusetts Financial Services Co. 0.01% New 61,288 $19.5M
Allspring Global Investments Holdings, LLC 0.03% Add +90.2% 59,244 $19.3M
Principal Financial Group Inc. 0.01% Reduce -10.0% 58,421 $18.5M
Mountain Pacific Investment Advisers LLC 1.30% Reduce -0.2% 56,329 $17.9M
Dudley & Shanley, Inc. 2.75% Add +69.6% 55,175 $17.5M
DF Dent & Co. Inc. 0.22% Add +60.4% 53,897 $17.1M
Citadel Advisors 0.01% Add +366.2% 50,565 $16.1M
Aberdeen Group plc 0.03% Reduce -16.7% 48,055 $15.3M
Pictet Asset Management Holding SA 0.02% Reduce -16.9% 46,894 $14.9M
Select Equity Group, L.P. 0.06% Reduce -44.7% 44,649 $14.2M
JPMorgan Chase & Co. 0.00% Reduce -18.6% 41,321 $13.1M
Public Sector Pension Investment Board 0.05% Add +7.7% 40,113 $12.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +21.3% 37,572 $11.9M
Aptus Capital Advisors, LLC 0.11% Add +9.7% 35,577 $11.3M
Envestnet Asset Management Inc. 0.00% Reduce -2.0% 35,499 $11.3M
Rhumbline Advisers 0.01% Add +4.5% 34,903 $11.1M
Segall Bryant & Hamill, LLC 0.15% Reduce -0.9% 33,617 $10.7M
EULAV Asset Management 0.25% No change 33,600 $10.7M
Paradigm Capital Management Inc. 0.49% Reduce -2.8% 31,500 $10.0M
Voloridge Investment Management, LLC 0.04% New 30,334 $9.6M
Invesco Ltd. 0.00% Reduce -61.3% 29,902 $9.5M
Man Group plc 0.02% Add +23.0% 28,985 $9.2M
Comerica Bank 0.03% Reduce -0.1% 26,921 $8.5M
Nuveen, LLC 0.00% Reduce -16.8% 25,952 $8.2M
Citigroup Inc. 0.01% Add +38.6% 25,379 $8.1M
ArrowMark Colorado Holdings LLC 0.14% Add +119.8% 23,865 $7.6M
Barclays PLC 0.00% Add +17.1% 23,317 $7.4M
DekaBank Deutsche Girozentrale 0.01% Add +4.4% 23,500 $7.3M
Swiss National Bank 0.00% Reduce -1.3% 22,500 $7.1M
Amundi 0.00% Add +10.2% 20,866 $7.0M
Erste Asset Management GmbH 0.06% Reduce -6.5% 22,080 $6.9M
ProShare Advisors LLC 0.01% Reduce -0.8% 21,405 $6.8M
Stifel Financial Corp. 0.01% Reduce -2.7% 19,067 $6.1M
Regions Financial Corp. 0.04% Add +2.2% 18,403 $5.8M
AXA S.A. 0.02% Add +0.3% 18,184 $5.8M
Oppenheimer Asset Management Inc. 0.07% Reduce -4.0% 17,911 $5.7M
Susquehanna International Group, LLP 0.01% Add +25.5% 17,572 $5.6M
Jump Financial, LLC 0.07% Add +573.0% 16,569 $5.3M
Grandeur Peak Global Advisors, LLC 0.61% New 15,959 $5.1M
Baird Financial Group, Inc. 0.01% Reduce -8.2% 15,591 $4.9M
Callan Family Office, LLC 0.15% Add +1094.8% 15,055 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.3% 13,849 $4.4M
Clean Yield Group 1.29% Add +7.5% 13,600 $4.3M
B. Metzler seel. Sohn & Co. AG 0.04% Add +5.9% 13,500 $4.3M
GHP Investment Advisors, Inc. 0.19% Reduce -2.6% 13,430 $4.3M
Alliancebernstein L.P. 0.00% Reduce -4.5% 13,257 $4.2M
Quantbot Technologies LP 0.10% Add +16.2% 12,746 $4.0M
Prudential Financial Inc. 0.01% Add +6.4% 12,197 $3.9M
Blair William & Co. 0.01% Add +0.3% 11,673 $3.7M
BNP Paribas Financial Markets 0.00% Add +316.2% 11,662 $3.7M
Aquatic Capital Management LLC 0.07% Add +113.0% 11,387 $3.6M
Janus Henderson Group PLC 0.00% Reduce -91.8% 11,085 $3.5M
California State Teachers Retirement System 0.00% No change 10,858 $3.4M
First Trust Advisors LP 0.00% Reduce -8.7% 10,516 $3.3M
F/m Investments LLC 0.12% Reduce -18.4% 10,032 $3.2M
Balyasny Asset Management L.P. 0.01% Add +65.8% 9,847 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -24.5% 9,482 $3.0M
NewEdge Wealth, LLC 0.04% Reduce -7.0% 8,603 $2.8M
Thrivent Financial for Lutherans 0.01% Add +0.4% 8,659 $2.7M
Advantage Alpha Capital Partners LP 0.74% New 8,646 $2.7M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -53.7% 8,603 $2.7M
Deutsche Bank AG 0.00% Reduce -13.6% 8,039 $2.6M
State of Alaska, Department of Revenue 0.02% Add +7.8% 7,015 $2.2M
MetLife Investment Management, LLC 0.01% Add +2.3% 6,989 $2.2M
Schonfeld Strategic Advisors LLC 0.02% Add +583.2% 6,846 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -7.5% 6,461 $2.1M
&partners 0.02% Add +2.4% 6,465 $2.0M
SG Americas Securities, LLC 0.01% Reduce -28.6% 6,405 $2.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.8% 6,145 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +19.0% 6,097 $1.9M
Illinois Municipal Retirement Fund 0.03% Reduce -5.6% 6,044 $1.9M
Atria Investments, Inc 0.02% Add +0.1% 5,941 $1.9M
HRT Financial LP 0.01% Add +475.2% 5,873 $1.9M
Public Employees Retirement System of Ohio 0.01% Add +40.4% 5,846 $1.9M
Louisiana State Employees Retirement System 0.03% No change 5,500 $1.7M
Millennium Management 0.00% New 5,007 $1.6M
King Luther Capital Management Corp. 0.01% Reduce -4.9% 4,727 $1.5M
Intech Investment Management LLC 0.01% Reduce -26.8% 4,713 $1.5M
Franklin Resources Inc. 0.00% Reduce -9.5% 4,664 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -4.1% 4,655 $1.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.13% Reduce -1.7% 4,517 $1.4M
Semanteon Capital Management, LP 2.15% New 4,495 $1.4M
Bessemer Group Inc. 0.00% Add +56.9% 4,462 $1.4M
Yousif Capital Management, LLC 0.02% Add +1.3% 4,433 $1.4M
New York State Common Retirement Fund 0.00% Add +10.8% 4,099 $1.3M
Creative Planning 0.00% Reduce -40.2% 3,811 $1.2M
Cerity Partners LLC 0.00% Add +267.2% 3,804 $1.2M
QSV Equity Investors LLC 1.20% Reduce -0.8% 3,639 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -7.0% 3,639 $1.2M
Maryland State Retirement & Pension System 0.02% Add +1.0% 3,461 $1.1M
Arizona State Retirement System 0.01% Add +2.0% 3,437 $1.1M
Victory Capital Management Inc. 0.00% Reduce -6.5% 3,432 $1.1M
Amalgamated Bank 0.01% Add +0.2% 3,353 $1.1M
Oak Associates Ltd. 0.07% Reduce -19.9% 3,227 $1.0M
Two Sigma Investments, LP 0.00% Add +300.0% 3,200 $1.0M
LaFleur & Godfrey LLC 0.13% No change 3,198 $1.0M
Voya Investment Management LLC 0.00% Add +2.1% 3,190 $1.0M
State Board of Administration of Florida Retirement System 0.00% Add +130.0% 3,117 $989K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.5% 3,023 $960K
Diversified Trust Co. 0.02% Add +62.5% 2,937 $932K
Cooper Creek Partners Management LLC 0.03% New 2,892 $918K
State of Tennessee, Department of Treasury 0.00% No change 2,850 $905K
Nisa Investment Advisors, LLC 0.00% Reduce -0.8% 2,829 $898K
SkyView Investment Advisors, LLC 0.13% Add +3.9% 2,864 $898K
American Century Companies Inc. 0.00% Add +8.0% 2,798 $888K
Bank of Montreal 0.00% Reduce -6.9% 2,767 $878K
New York State Teachers Retirement System 0.00% No change 2,708 $860K
Police & Firemen's Retirement System of New Jersey 0.01% Add +7.6% 2,690 $854K
Oregon Public Employees Retirement Fund 0.01% Add +1.4% 2,687 $853K
Linden Thomas Advisory Services, LLC 0.09% Add +20.2% 2,675 $849K
AQR Capital Management 0.00% Reduce -5.8% 2,604 $827K
Caxton Associates LLP 0.02% New 2,573 $817K
Corient Private Wealth LP 0.00% Reduce -42.7% 2,540 $806K
SummitTX Capital, L.P. 0.04% Reduce -50.2% 2,518 $799K
KLP Kapitalforvaltning As 0.00% Add +13.6% 2,500 $794K
D. E. Shaw & Co. 0.00% Add +61.2% 2,371 $753K
Sheets Smith Wealth Management 0.09% Add +1.6% 2,360 $749K
Pathstone Holdings, LLC 0.00% Add +14.6% 2,324 $738K
Henshaw Capital LLC 0.03% No change 2,287 $726K
OneDigital Investment Advisors LLC 0.01% Add +0.3% 2,210 $702K
Sanctuary Advisors, LLC 0.00% Add +4.1% 2,182 $693K
Impact Capital Partners LLC 0.23% Reduce -1.4% 2,169 $689K
Curated Wealth Partners LLC 0.07% Reduce -0.1% 1,992 $632K
Synovus Financial Corp. 0.01% Add +2.1% 1,956 $621K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -35.2% 1,914 $608K
Teacher Retirement System of Texas 0.00% Reduce -10.3% 1,853 $588K
NewEdge Advisors, LLC 0.00% Add +1.3% 1,766 $561K
Vancity Investment Management Ltd 0.07% Reduce -5.1% 1,727 $548K
LPL Financial LLC 0.00% Add +2.9% 1,676 $532K
HSBC Holdings PLC 0.00% Reduce -70.7% 1,675 $524K
Apollon Wealth Management, LLC 0.01% Reduce -8.3% 1,646 $523K
Wesbanco Bank Inc. 0.01% No change 1,590 $505K
Quantinno Capital Management LP 0.00% Add +14.3% 1,570 $498K
Argent Trust Co 0.02% Add +14.9% 1,533 $487K
Mutual of America Capital Management LLC 0.01% Reduce -11.6% 1,513 $480K
Tower Research Capital LLC (TRC) 0.01% Add +372.9% 1,499 $476K
World Investment Advisors 0.01% New 1,484 $471K
Cibc World Markets Corp. 0.00% Reduce -44.2% 1,452 $461K
Glenmede Investment Management, LP 0.00% — 1,444 $458K
US Bancorp \de 0.00% Reduce -9.8% 1,423 $452K
Tidal Investments LLC 0.00% New 1,353 $430K
D.A. Davidson & Co. 0.00% No change 1,352 $429K
Aigen Investment Management, LP 0.06% Add +39.3% 1,341 $426K
Two Sigma Securities, LLC 0.05% New 1,274 $404K
Trust Point Inc. 0.04% Reduce -33.1% 1,248 $396K
Inspire Investing, LLC 0.04% Add +23.1% 1,247 $396K
Quantum Private Wealth, LLC 0.13% No change 1,229 $390K
Hancock Whitney Corp. 0.01% Add +4.5% 1,225 $389K
PNC Financial Services Group, Inc. 0.00% Add +17.8% 1,198 $380K
Ameritas Investment Partners, Inc. 0.01% No change 1,186 $376K
State of Wisconsin Investment Board 0.00% Reduce -3.8% 1,173 $372K
O'shaughnessy Asset Management, LLC 0.00% Reduce -7.1% 1,149 $365K
Entropy Technologies, LP 0.03% New 1,146 $364K
Parkside Financial Bank & Trust 0.04% Add +111.8% 1,097 $348K
HighTower Advisors, LLC 0.00% Reduce -14.1% 1,092 $347K
Susquehanna Portfolio Strategies, LLC 0.01% New 1,000 $317K
RWC Asset Management LLP 0.02% New 986 $313K
M&T Bank Corp 0.00% Reduce -1.0% 980 $311K
Ethic Inc. 0.01% Add +28.3% 976 $306K
Xponance LLC 0.00% Add +2.9% 914 $290K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.1% 879 $290K
Public Employees Retirement Association of Colorado 0.00% No change 893 $283K
Steward Partners Investment Advisory, LLC 0.00% No change 870 $276K
Wealth Alliance, LLC 0.03% Add +6.4% 866 $275K
Verition Fund Management LLC 0.00% Reduce -36.5% 854 $271K
XTX Topco Ltd 0.01% Reduce -58.5% 852 $270K
Smith Shellnut Wilson LLC 0.11% No change 825 $262K
Hardy Reed LLC 0.02% No change 811 $257K
Cetera Investment Advisers 0.00% Add +1.8% 774 $246K
Captrust Financial Advisors 0.00% Reduce -6.6% 767 $243K
Inceptionr LLC 0.06% New 761 $242K
Mackenzie Financial Corp. 0.00% No change 759 $241K
Penobscot Investment Management Company, Inc. 0.02% No change 750 $238K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.9% 736 $234K
MQS Management LLC 0.13% New 735 $233K
CIBC Private Wealth Group LLC 0.00% Add +3955.6% 730 $232K
State of Wyoming 0.03% New 713 $226K
Janney Montgomery Scott LLC 0.00% Add +1.0% 702 $223K
Petros Family Wealth, LLC 0.20% No change 702 $223K
CW Advisors, LLC 0.00% Reduce -1.8% 702 $223K
FORA Capital, LLC 0.02% New 695 $221K
MeadowBrook Investment Advisors LLC 0.19% Reduce -3.2% 670 $213K
Crossmark Global Holdings, Inc. 0.00% New 662 $210K
Associated Banc-Corp 0.01% Add +3.4% 637 $202K
STRS Ohio 0.00% Reduce -25.0% 600 $190K
Resona Asset Management Co.,Ltd. 0.00% Add +20.1% 597 $187K
Van Eck Associates Corp. 0.00% Reduce -95.6% 473 $150K
KBC Group NV 0.00% Reduce -19.6% 405 $129K
Bokf, NA 0.00% No change 400 $127K
Whittier Trust Co. 0.00% No change 375 $119K
Asset Management One Co., Ltd. 0.00% Reduce -3.0% 319 $101K
Pacer Advisors, Inc. 0.00% Reduce -63.1% 289 $92K
Fifth Third Bancorp 0.00% Reduce -34.8% 288 $91K
Russell Investments Group, Ltd. 0.00% Add +2.0% 254 $81K
Avanza Fonder AB 0.00% Reduce -14.9% 252 $80K
Pflug Koory, LLC 0.04% No change 250 $79K
Jones Financial Companies LLLP 0.00% Add +35.5% 233 $73K
Whittier Trust Co. of Nevada Inc. 0.00% No change 218 $69K
IFP Advisors, Inc 0.00% Reduce -6.4% 175 $63K
Farther Finance Advisors, LLC 0.00% Reduce -69.9% 197 $63K
Hilltop National Bank 0.02% — 196 $62K
Park Place Capital Corp 0.01% Reduce -3.2% 183 $60K
Smartleaf Asset Management LLC 0.01% Add +278.0% 189 $59K
Harbor Investment Advisory, LLC 0.00% Add +55.4% 174 $55K
GAMMA Investing LLC 0.00% Reduce -33.1% 162 $51K
Optimum Investment Advisors 0.02% No change 150 $48K
First Horizon Advisors, Inc. 0.00% No change 139 $44K
Versant Capital Management, Inc 0.01% Add +1857.1% 137 $43K
MAI Capital Management 0.00% Add +10.7% 135 $43K
HM Payson & Co. 0.00% No change 130 $41K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 130 $41K
Northwestern Mutual Wealth Management Co. 0.00% No change 126 $40K
Huntington National Bank 0.00% Add +148.0% 124 $39K
Washington Trust Advisors, Inc. 0.00% No change 123 $39K
Clearstead Advisors, LLC 0.00% New 107 $34K
Parallel Advisors, LLC 0.00% Reduce -7.0% 107 $34K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 99 $31K
Harbour Investments, Inc. 0.00% Add +1.1% 95 $30K
Maseco LLP 0.00% — 94 $30K
Westside Investment Management, Inc. 0.01% No change 92 $29K
Kestra Investment Management, LLC 0.00% New 85 $27K
Painted Porch Advisors LLC 0.01% No change 80 $25K
Osaic Holdings, Inc. 0.00% Reduce -48.3% 74 $24K
Opal Wealth Advisors, LLC 0.01% Reduce -20.2% 71 $23K
AlphaQuest LLC 0.00% Add +6900.0% 70 $22K
Financial Management Professionals, Inc. 0.00% Reduce -62.1% 67 $21K
Allworth Financial LP 0.00% Add +1.9% 55 $17K
Cwm, LLC 0.00% Reduce -34.2% 52 $17K
Key Financial Inc 0.00% No change 52 $17K
Signaturefd, LLC 0.00% Add +26.8% 52 $17K
UMB Bank, n.a. 0.00% Add +31.0% 38 $12K
CI Investments Inc. 0.00% Reduce -26.9% 38 $12K
LRI Investments, LLC 0.00% Add +100.0% 34 $11K
Brooklyn Investment Group 0.00% Add +433.3% 32 $10K
Sterling Capital Management LLC 0.00% Add +141.7% 29 $9K
Harbor Capital Advisors, Inc. 0.00% Add +14.3% 24 $8K
Rise Advisors, LLC 0.00% No change 25 $8K
Bare Financial Services, Inc 0.00% New 22 $7K
Rothschild Investment LLC 0.00% Reduce -34.6% 17 $5K
Rosenberg Matthew Hamilton 0.00% No change 16 $5K
National Bank of Canada 0.00% Add +433.3% 16 $5K
Dogwood Wealth Management LLC 0.00% New 14 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 14 $4K
Armstrong Advisory Group, Inc. 0.00% No change 12 $4K
High Note Wealth, LLC 0.00% New 11 $3K
Tortoise Investment Management, LLC 0.00% New 11 $3K
Hantz Financial Services, Inc. 0.00% Add +700.0% 8 $3K
Aster Capital Management (DIFC) Ltd 0.00% New 9 $3K
Principal Securities, Inc. 0.00% Reduce -43.8% 9 $3K
EverSource Wealth Advisors, LLC 0.00% Add +50.0% 9 $3K
Ancora Advisors LLC 0.00% New 8 $3K
PEAK6 LLC 0.00% New 8 $3K
JFS Wealth Advisors, LLC 0.00% No change 7 $2K
Farmers & Merchants Investments Inc. 0.00% No change 7 $2K
Hemington Wealth Management 0.00% Add +80.0% 9 $2K
Caitong International Asset Management Co., Ltd 0.00% Add +100.0% 6 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -50.0% 6 $2K
Kilter Group LLC 0.00% New 5 $2K
Stephens Consulting, LLC 0.00% No change 5 $2K
Bell Investment Advisors, Inc 0.00% Add +66.7% 5 $2K
Rossby Financial, LCC 0.00% New 5 $2K
Quarry LP 0.00% New 5 $2K
Bogart Wealth, LLC 0.00% No change 5 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 3 $1K
Financial Network Wealth Advisors LLC 0.00% No change 3 $952
Fortitude Family Office, LLC 0.00% New 3 $952
Arax Advisory Partners 0.00% New 3 $952
Larson Financial Group LLC 0.00% Reduce -66.7% 3 $952
Global Retirement Partners, LLC 0.00% — 3 $952
Montag A & Associates Inc. 0.00% No change 3 $949
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 2 $635
Rialto Wealth Management, LLC 0.00% New 2 $635
Clearstead Trust, LLC 0.00% New 1 $318
SJS Investment Consulting Inc. 0.00% Reduce -50.0% 1 $318
Abound Wealth Management 0.00% No change 1 $318
True Wealth Design, LLC 0.00% New 1 $318

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