KadantKAI

13F holders, Q1 2026 (March 31)
321holders +18
48new positions
30sold out
6famous investors
$292.43avg. 13F price*

At the end of Q1 2026, 321 institutions reported holding Kadant Inc. (KAI) in their 13F filings, up 18 from Q4 2025. 48 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($507.7M), Kayne Anderson Rudnick Investment Management LLC ($339.6M) and Wasatch Advisors LP ($303.6M). 6 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions48$29.9M
Exits30$43.9M

All 13F filers, Q4 2025 → Q1 2026: 907,391 shares bought and 851,910 shares sold, net +55,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 321 holders

BlackRock, Inc. 0.01% Add +0.0% 1,736,630 $507.7M
Kayne Anderson Rudnick Investment Management LLC 1.00% Reduce -2.3% 1,161,595 $339.6M
Wasatch Advisors LP 2.02% Add +13.7% 1,038,548 $303.6M
Vanguard Portfolio Management LLC 0.01% — 701,940 $205.2M
Vanguard Capital Management LLC 0.00% — 529,048 $154.7M
State Street Corp. 0.00% Add +0.8% 460,514 $134.6M
Capital International Investors 0.03% Reduce -6.2% 447,841 $130.9M
Neuberger Berman Group LLC 0.08% Reduce -8.1% 369,486 $108.0M
Capital World Investors 0.01% Reduce -28.3% 354,850 $103.7M
Geode Capital Management, LLC 0.01% Add +1.6% 319,622 $93.5M
Dimensional Fund Advisors LP 0.02% Reduce -0.2% 278,545 $81.4M
Riverbridge Partners LLC 1.80% Add +43.4% 252,230 $73.7M
Royce & Associates LP 0.69% Add +16.1% 237,946 $69.6M
Conestoga Capital Advisors, LLC 1.23% Reduce -2.9% 209,949 $61.4M
Nomura Asset Management International Inc. 0.09% Reduce -33.4% 182,407 $53.3M
T. Rowe Price Associates Inc. 0.01% Reduce -8.4% 174,846 $51.1M
Brown Advisory Inc. 0.08% Reduce -15.9% 172,465 $50.4M
Morgan Stanley 0.00% Reduce -5.0% 163,173 $47.7M
Brown Brothers Harriman & Co. 0.24% Reduce 0.0% 151,837 $44.4M
Northern Trust Corp. 0.01% Add +0.0% 146,223 $42.7M
Charles Schwab Investment Management Inc. 0.01% Add +4.3% 135,137 $39.5M
Champlain Investment Partners, LLC 0.48% Reduce -30.1% 129,081 $37.7M
Wells Fargo & Company 0.01% Add +4.4% 128,992 $37.7M
Bank of America Corp. 0.00% Add +21.6% 118,248 $34.6M
Grandeur Peak Global Advisors, LLC 7.78% Add +311.5% 113,603 $33.2M
Raymond James Financial Inc. 0.01% Add +7.0% 109,472 $31.9M
Goldman Sachs Group Inc. 0.00% Add +36.8% 104,349 $30.5M
FMR LLC 0.00% Reduce -0.5% 99,499 $29.1M
Massachusetts Financial Services Co. 0.01% Add +0.4% 87,793 $27.6M
Select Equity Group, L.P. 0.14% Add +16.3% 88,612 $25.9M
Legal & General Group Plc 0.01% Add +0.5% 87,015 $25.4M
Ameriprise Financial Inc. 0.01% Add +147.6% 86,712 $25.4M
Sei Investments Co. 0.02% Reduce -3.8% 85,744 $25.1M
Loomis Sayles & Co. L P 0.03% Reduce -2.5% 85,623 $25.0M
Vanguard Fiduciary Trust Co. 0.01% — 81,915 $23.9M
Bank of New York Mellon Corp 0.00% Reduce -1.9% 81,086 $23.7M
GMO 0.06% Add +46.5% 78,053 $22.8M
Dudley & Shanley, Inc. 3.62% Add +37.4% 75,735 $22.1M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -41.2% 74,279 $21.7M
Royal Bank of Canada 0.00% Add +3.2% 72,624 $21.2M
Citadel Advisors 0.02% Add +1098.0% 72,504 $21.2M
UBS Group AG 0.00% Reduce -19.1% 66,886 $19.6M
Amundi 0.01% Add +29.3% 65,137 $19.0M
Handelsbanken Fonder AB 0.06% Reduce -34.4% 61,079 $17.9M
Curi Capital, LLC 0.31% Add +1.5% 58,735 $17.2M
Envestnet Asset Management Inc. 0.00% Add +100.6% 57,777 $16.9M
Principal Financial Group Inc. 0.01% Add +2.2% 57,586 $16.8M
Janus Henderson Group PLC 0.01% Add +406.6% 56,158 $16.4M
Pictet Asset Management Holding SA 0.02% Add +27.4% 55,073 $16.1M
MetLife Investment Management, LLC 0.08% Reduce -4.3% 53,987 $15.8M
Aberdeen Group plc 0.02% No change 48,881 $14.3M
DF Dent & Co. Inc. 0.26% Reduce -2.5% 46,393 $13.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -8.1% 44,903 $13.0M
Southernsun Asset Management, LLC 1.82% Reduce -4.5% 43,018 $12.6M
Public Sector Pension Investment Board 0.04% Reduce -7.7% 42,132 $12.3M
Aptus Capital Advisors, LLC 0.10% Add +1.0% 41,533 $12.1M
Bessemer Group Inc. 0.02% Reduce -49.0% 39,742 $11.6M
ArrowMark Colorado Holdings LLC 0.29% Add +21.5% 37,898 $11.1M
JPMorgan Chase & Co. 0.00% Reduce -19.2% 37,134 $10.6M
EULAV Asset Management 0.34% No change 35,800 $10.5M
Fifth Third Bancorp 0.02% Add +12689.4% 33,892 $9.9M
Rhumbline Advisers 0.01% Add +1.2% 33,797 $9.9M
Invesco Ltd. 0.00% Add +0.8% 33,516 $9.8M
Paradigm Capital Management Inc. 0.33% No change 29,800 $8.7M
Oppenheimer Asset Management Inc. 0.10% Add +81.6% 28,472 $8.3M
Citigroup Inc. 0.01% Add +0.1% 26,805 $7.8M
Stifel Financial Corp. 0.01% Add +54.3% 26,325 $7.7M
Nuveen, LLC 0.00% Add +1.8% 25,507 $7.5M
Erste Asset Management GmbH 0.07% Add +83.0% 25,388 $7.2M
DekaBank Deutsche Girozentrale 0.01% No change 23,500 $6.9M
Swiss National Bank 0.00% No change 23,240 $6.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.0% 22,850 $6.7M
WCM Investment Management, LLC 0.01% New 23,085 $6.6M
Susquehanna Fundamental Investments, LLC 0.25% New 22,473 $6.6M
Millennium Management 0.00% Reduce -6.8% 20,915 $6.1M
ProShare Advisors LLC 0.01% Reduce -10.0% 20,571 $6.0M
B. Metzler seel. Sohn & Co. AG 0.05% Add +15.0% 17,808 $5.2M
Regions Financial Corp. 0.03% Reduce -6.5% 16,923 $4.9M
Callan Family Office, LLC 0.10% Add +9.9% 14,572 $4.3M
Kornitzer Capital Management Inc. 0.09% No change 14,540 $4.3M
Man Group plc 0.01% Reduce -56.1% 14,418 $4.2M
California State Teachers Retirement System 0.00% Add +23.9% 14,133 $4.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -24.3% 13,991 $4.1M
Numerai GP LLC 0.39% Reduce -26.9% 13,398 $3.9M
Emerald Investment Advisers, LLC 0.35% — 13,247 $3.9M
Alliancebernstein L.P. 0.00% Reduce -3.4% 13,425 $3.8M
GHP Investment Advisors, Inc. 0.15% Reduce -2.5% 12,391 $3.6M
Clean Yield Group 1.00% Add +3.2% 12,168 $3.6M
Holocene Advisors, LP 0.01% Add +224.2% 12,134 $3.5M
Prudential Financial Inc. 0.00% Add +9.2% 12,027 $3.5M
Mountain Pacific Investment Advisers LLC 0.58% Add +1.8% 11,626 $3.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 11,562 $3.4M
Blair William & Co. 0.01% Reduce -1.3% 11,143 $3.3M
Baird Financial Group, Inc. 0.00% Reduce -10.3% 10,676 $3.1M
Deutsche Bank AG 0.00% Add +12.0% 10,575 $3.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.7% 9,842 $2.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 9,427 $2.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -21.1% 8,870 $2.6M
American Century Companies Inc. 0.00% Add +11.7% 8,616 $2.5M
Creative Planning 0.00% Add +61.8% 8,515 $2.5M
Thrivent Financial for Lutherans 0.00% Reduce -2.9% 7,861 $2.3M
&partners 0.01% Add +9.3% 7,594 $2.2M
NewEdge Wealth, LLC 0.03% Reduce -9.5% 7,365 $2.2M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -9.3% 7,365 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -21.1% 6,876 $2.0M
Two Sigma Investments, LP 0.00% Add +7.5% 6,837 $2.0M
Quantinno Capital Management LP 0.00% Add +49.8% 6,747 $2.0M
AQR Capital Management 0.00% Add +58.9% 6,724 $2.0M
Susquehanna International Group, LLP 0.00% New 6,411 $1.9M
Illinois Municipal Retirement Fund 0.02% Add +0.6% 6,120 $1.8M
Public Employees Retirement System of Ohio 0.01% Add +0.1% 5,865 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -3.1% 5,814 $1.7M
Linden Thomas Advisory Services, LLC 0.16% Add +98.6% 5,721 $1.7M
Franklin Resources Inc. 0.00% Add +8.8% 5,641 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.2% 5,533 $1.6M
Jefferies Financial Group Inc. 0.02% Add +33.9% 5,370 $1.6M
D. E. Shaw & Co. 0.00% Reduce -30.9% 5,328 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.7% 5,200 $1.5M
Atria Investments, Inc 0.02% Add +4.3% 5,199 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.5% 5,110 $1.5M
BNP Paribas Financial Markets 0.00% Reduce -36.6% 5,018 $1.5M
Zhang Financial LLC 0.05% No change 4,926 $1.4M
Vanguard Global Advisers, LLC 0.00% — 4,876 $1.4M
Voya Investment Management LLC 0.00% Reduce -1.6% 4,629 $1.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.10% Reduce -7.4% 4,291 $1.3M
LPL Financial LLC 0.00% Add +105.2% 4,230 $1.2M
Victory Capital Management Inc. 0.00% Add +8.3% 4,046 $1.2M
Virtu Financial LLC 0.05% New 4,031 $1.2M
Cetera Investment Advisers 0.00% Add +290.1% 4,022 $1.2M
New York State Common Retirement Fund 0.00% Reduce -7.3% 3,799 $1.1M
Diversified Trust Co. 0.02% Reduce -9.0% 3,719 $1.1M
Wakefield Asset Management LLLP 0.29% New 3,699 $1.1M
Marshall Wace, LLP 0.00% Reduce -44.1% 3,474 $1.0M
First Trust Advisors LP 0.00% New 3,460 $1.0M
Captrust Financial Advisors 0.00% Add +3.5% 3,442 $1.0M
Amalgamated Bank 0.01% Reduce -1.0% 3,389 $991K
Barclays PLC 0.00% Reduce -82.8% 3,333 $974K
Janney Montgomery Scott LLC 0.00% New 3,274 $957K
Police & Firemen's Retirement System of New Jersey 0.01% No change 3,257 $952K
Arizona State Retirement System 0.01% Reduce -0.9% 3,235 $946K
Yousif Capital Management, LLC 0.01% Reduce -0.8% 3,176 $929K
Main Management ETF Advisors, LLC 0.03% New 3,152 $921K
State Board of Administration of Florida Retirement System 0.00% No change 3,075 $899K
SkyView Investment Advisors, LLC 0.12% Add +1.7% 3,045 $890K
Cerity Partners LLC 0.00% Reduce -17.9% 2,971 $869K
Teachers Retirement System of the State of Kentucky 0.01% No change 2,954 $863K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 2,913 $852K
Vanguard Investments Australia, Ltd. 0.00% — 2,889 $845K
Nisa Investment Advisors, LLC 0.00% Add +1.9% 2,870 $839K
Campbell & CO Investment Adviser LLC 0.05% New 2,708 $792K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.3% 2,694 $788K
LaFleur & Godfrey LLC 0.10% Reduce -2.2% 2,658 $777K
State of Tennessee, Department of Treasury 0.00% No change 2,642 $772K
SummitTX Capital, L.P. 0.02% Add +12.1% 2,618 $765K
KLP Kapitalforvaltning As 0.00% Add +3.2% 2,580 $754K
Curated Wealth Partners LLC 0.09% Add +6.0% 2,565 $750K
Brevan Howard Capital Management LP 0.01% New 2,505 $732K
Intech Investment Management LLC 0.01% Reduce -39.5% 2,461 $719K
Vancity Investment Management Ltd 0.11% Add +18.0% 2,415 $706K
Sheets Smith Wealth Management 0.08% No change 2,398 $701K
New York State Teachers Retirement System 0.00% Reduce -14.1% 2,327 $680K
SG Americas Securities, LLC 0.00% Reduce -37.7% 2,301 $673K
Van Eck Associates Corp. 0.00% Add +78.8% 2,298 $672K
OneDigital Investment Advisors LLC 0.01% Reduce -3.0% 2,117 $619K
Pathstone Holdings, LLC 0.00% Add +12.4% 2,117 $619K
M&T Bank Corp 0.00% Reduce -0.1% 2,092 $612K
NewEdge Advisors, LLC 0.00% Reduce -2.7% 2,083 $609K
Benjamin Edwards Inc. 0.01% New 1,997 $584K
ExodusPoint Capital Management, LP 0.01% New 1,982 $579K
Concurrent Investment Advisors, LLC 0.01% Add +14.1% 1,939 $567K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,914 $560K
Impact Capital Partners LLC 0.17% Add +2.9% 1,868 $546K
Bridgewater Associates 0.00% Reduce -74.5% 1,804 $527K
Inspire Investing, LLC 0.03% Add +8.0% 1,761 $515K
Maryland State Retirement & Pension System 0.01% Reduce -1.1% 1,713 $501K
Oak Associates Ltd. 0.03% Reduce -44.7% 1,693 $495K
Balyasny Asset Management L.P. 0.00% Add +118.8% 1,663 $486K
PNC Financial Services Group, Inc. 0.00% Add +14.8% 1,646 $481K
US Bancorp \de 0.00% Add +39.5% 1,616 $472K
Aquatic Capital Management LLC 0.01% Reduce -38.6% 1,615 $472K
Osaic Holdings, Inc. 0.00% Add +2710.5% 1,602 $468K
Mercer Global Advisors Inc. 0.00% Add +46.8% 1,584 $463K
Exencial Wealth Advisors, LLC 0.01% Reduce -27.5% 1,549 $453K
Bank of Montreal 0.00% Add +7.5% 1,513 $442K
Apollon Wealth Management, LLC 0.01% Reduce -0.9% 1,495 $437K
Vanguard Personalized Indexing Management, LLC 0.00% Add +30.9% 1,442 $422K
Yorktown Management & Research Co Inc 0.35% No change 1,425 $417K
Wesbanco Bank Inc. 0.01% Reduce -5.4% 1,410 $412K
Trust Point Inc. 0.03% Add +10.6% 1,372 $401K
D.A. Davidson & Co. 0.00% No change 1,356 $396K
Mutual of America Capital Management LLC 0.00% Add +0.1% 1,348 $394K
Glenmede Trust Co. NA 0.00% Reduce -7.3% 1,328 $388K
Integrated Wealth Concepts LLC 0.00% New 1,323 $387K
Sanctuary Advisors, LLC 0.00% Reduce -31.8% 1,313 $384K
Tidal Investments LLC 0.00% Add +3.1% 1,280 $374K
Dark Forest Capital Management LP 0.03% Reduce -79.1% 1,250 $365K
Equitable Trust Co. 0.02% New 1,250 $365K
Quantum Private Wealth, LLC 0.11% No change 1,229 $359K
Parkside Financial Bank & Trust 0.03% Add +11.8% 1,187 $347K
State of Wisconsin Investment Board 0.00% New 1,149 $336K
Russell Investments Group, Ltd. 0.00% Reduce -3.3% 1,141 $334K
Xponance LLC 0.00% Add +19.5% 1,115 $326K
World Investment Advisors 0.01% Reduce -8.8% 1,109 $324K
Park Avenue Securities LLC 0.00% New 1,028 $301K
PEAK6 LLC 0.01% New 1,022 $299K
Wealth Alliance, LLC 0.03% Add +18.1% 1,011 $296K
O'shaughnessy Asset Management, LLC 0.00% Add +3.6% 993 $290K
Ameritas Investment Partners, Inc. 0.01% No change 985 $288K
Quadrant Capital Group LLC 0.01% Reduce -4.4% 952 $278K
Voya Financial Advisors, Inc. 0.03% New 930 $270K
Rockefeller Capital Management L.P. 0.00% Add +120.1% 920 $269K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.4% 906 $265K
Brooklyn Investment Group 0.01% New 901 $263K
Public Employees Retirement Association of Colorado 0.00% No change 893 $261K
MML Investors Services, LLC 0.00% New 866 $253K
Tower Research Capital LLC (TRC) 0.01% Add +76.9% 858 $251K
MidFirst Bank 0.02% Reduce -0.7% 838 $245K
Smith Shellnut Wilson LLC 0.11% No change 825 $241K
AlphaGrep UK Ltd 0.07% New 821 $240K
Abel Hall, LLC 0.05% New 820 $240K
Swiss Life Asset Management Ltd 0.00% New 820 $240K
Hardy Reed LLC 0.02% No change 813 $238K
Hantz Financial Services, Inc. 0.00% Add +223.3% 792 $232K
DNB Asset Management AS 0.00% New 790 $231K
nVerses Capital, LLC 0.21% New 781 $228K
Ensign Peak Advisors, Inc 0.00% No change 755 $221K
Corient Private Wealth LP 0.00% Reduce -45.0% 750 $219K
Penobscot Investment Management Company, Inc. 0.02% No change 750 $219K
CIBC Bancorp USA Inc. 0.00% — 748 $219K
RWC Asset Management LLP 0.01% No change 746 $218K
CIBC Asset Management Inc 0.00% Reduce -2.0% 725 $212K
Associated Banc-Corp 0.01% New 719 $210K
Moody National Bank Trust Division 0.02% Reduce -9.5% 708 $207K
Pacer Advisors, Inc. 0.00% Add +76.2% 659 $193K
GAMMA Investing LLC 0.01% Add +105.0% 535 $156K
Jones Financial Companies LLLP 0.00% Add +120.6% 536 $156K
MAI Capital Management 0.00% Reduce -2.2% 530 $155K
Caitong International Asset Management Co., Ltd 0.03% New 524 $153K
MeadowBrook Investment Advisors LLC 0.13% Reduce -27.2% 488 $143K
KBC Group NV 0.00% No change 405 $118K
Bokf, NA 0.00% No change 400 $117K
STRS Ohio 0.00% Add +100.0% 400 $117K
Whittier Trust Co. 0.00% Add +4.0% 390 $113K
Smartleaf Asset Management LLC 0.00% Add +30.7% 332 $95K
Pflug Koory, LLC 0.03% No change 250 $73K
State of Wyoming 0.01% No change 244 $71K
Hilltop National Bank 0.02% Add +19.9% 235 $69K
Cwm, LLC 0.00% Add +118.4% 190 $56K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +731.8% 183 $54K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -23.1% 180 $53K
Farther Finance Advisors, LLC 0.00% Reduce -20.8% 175 $51K
Parallel Advisors, LLC 0.00% Add +79.2% 172 $50K
Park Place Capital Corp 0.01% Add +21.3% 171 $50K
Aster Capital Management (DIFC) Ltd 0.02% New 144 $49K
Salomon & Ludwin, LLC 0.00% Add +159.7% 161 $46K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 130 $42K
Root Financial Partners, LLC 0.00% Add +13.0% 130 $38K
Resona Asset Management Co.,Ltd. 0.00% No change 127 $36K
Huntington National Bank 0.00% Add +23.0% 123 $36K
Allworth Financial LP 0.00% Add +5.8% 110 $32K
Quent Capital, LLC 0.00% New 99 $29K
First Horizon Corp. 0.00% Reduce -45.5% 96 $28K
Freestone Grove Partners LP 0.00% Reduce -96.3% 96 $28K
Opal Wealth Advisors, LLC 0.01% New 88 $26K
Kemnay Advisory Services Inc. 0.00% New 81 $24K
Westside Investment Management, Inc. 0.00% No change 78 $23K
Sterling Capital Management LLC 0.00% Add +1.3% 77 $23K
Colonial Trust Co / SC 0.00% New 63 $18K
Key Financial Inc 0.00% No change 52 $15K
Versant Capital Management, Inc 0.00% Add +372.7% 52 $15K
Covestor Ltd 0.01% Add +0.0% 52 $15K
Harbor Capital Advisors, Inc. 0.00% Add +126.1% 52 $15K
UMB Bank, n.a. 0.00% Add +9.5% 46 $13K
Signaturefd, LLC 0.00% No change 42 $12K
LRI Investments, LLC 0.00% Add +20.6% 41 $12K
Harbour Investments, Inc. 0.00% New 41 $12K
Atlantic Union Bankshares Corp 0.00% New 35 $10K
JNBA Financial Advisors 0.00% New 34 $10K
International Assets Investment Management, LLC 0.00% New 34 $10K
Assetmark, Inc. 0.00% No change 31 $9K
Meramec Financial Planners, LLC 0.00% Add +26.3% 24 $8K
EverSource Wealth Advisors, LLC 0.00% Add +50.0% 27 $8K
Birchwood Financial Partners, Inc. 0.01% New 25 $7K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 25 $7K
Twin Peaks Wealth Advisors, LLC 0.00% New 23 $7K
Chilton Capital Management LLC 0.00% No change 20 $6K
Danske Bank A/S 0.00% Reduce -80.0% 20 $6K
Bare Financial Services, Inc 0.00% Add +171.4% 19 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +433.3% 16 $5K
Rosenberg Matthew Hamilton 0.00% No change 15 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 14 $4K
Sound Income Strategies, LLC 0.00% No change 13 $4K
Cornerstone Planning Group LLC 0.00% New 13 $4K
Armstrong Advisory Group, Inc. 0.00% No change 12 $4K
Rothschild Investment LLC 0.00% Add +120.0% 11 $3K
Advisory Services Network, LLC 0.00% New 11 $3K
National Bank of Canada 0.00% Add +10.0% 11 $3K
Richardson Capital Management LLC 0.00% New 10 $3K
Mather Group, Llc. 0.00% New 10 $3K
JFS Wealth Advisors, LLC 0.00% No change 9 $3K
Larson Financial Group LLC 0.00% New 9 $3K
Ancora Advisors LLC 0.00% No change 8 $2K
CVA Family Office, LLC 0.00% New 7 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +16.7% 7 $2K
Farmers & Merchants Investments Inc. 0.00% No change 7 $2K
Fortitude Family Office, LLC 0.00% Add +200.0% 6 $2K
Dogwood Wealth Management LLC 0.00% No change 5 $1K
Bogart Wealth, LLC 0.00% No change 5 $1K
Brown, Lisle/Cummings, Inc. 0.00% New 4 $1K
Westfuller Advisors, LLC 0.00% Reduce -33.3% 4 $1K
Bell Investment Advisors, Inc 0.00% No change 3 $878
Essential Partners LLC 0.00% Add +200.0% 3 $877
Cedar Mountain Advisors, LLC 0.00% No change 3 $877
Ankerstar Wealth, LLC 0.00% Add +100.0% 2 $585
Gilpin Wealth Management, LLC 0.00% Add +100.0% 2 $585
HFM Investment Advisors, LLC 0.00% New 2 $585
SJS Investment Consulting Inc. 0.00% Add +100.0% 2 $585
Hughes Financial Services, LLC 0.00% New 2 $585
Sunbelt Securities, Inc. 0.00% Add +100.0% 2 $585
Rialto Wealth Management, LLC 0.00% No change 1 $293
Physician Wealth Advisors, Inc. 0.00% No change 1 $293

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