Karat PackagingKRT

13F holders, Q1 2024 (March 31)
93holders
4famous investors
$28.60avg. 13F price*

At the end of Q1 2024, 93 institutions reported holding Karat Packaging Inc. (KRT) in their 13F filings. The largest holders were Wellington Management Group LLP ($13.2M), BlackRock Inc. ($10.4M) and Ameriprise Financial Inc. ($10.1M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Karat Packaging Inc.
CUSIP
48563L101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 93Q1 2024Q2 2024: 101Q2 2024Q3 2024: 100Q3 2024Q4 2024: 102Q4 2024Q1 2025: 105Q1 2025Q2 2025: 129Q2 2025Q3 2025: 126Q3 2025Q4 2025: 124Q4 2025Q1 2026: 132Q1 2026Q2 2026: 142Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$1.1M
Exits11$1.7M

Ownership 93 holders

Wellington Management Group LLP 0.00% Reduce -12.1% 462,760 $13.2M
BlackRock Inc. 0.00% Add +2.9% 363,357 $10.4M
Ameriprise Financial Inc. 0.00% Reduce -6.7% 354,387 $10.1M
Vanguard Group Inc. 0.00% Add +0.8% 348,678 $10.0M
Wasatch Advisors LP 0.05% Reduce -5.5% 325,203 $9.3M
American Century Companies Inc. 0.01% Reduce -18.4% 310,542 $8.9M
UBS Group AG 0.00% Add +62.5% 274,890 $7.9M
Acadian Asset Management LLC 0.03% Add +11.7% 261,895 $7.5M
Bank of New York Mellon Corp 0.00% Add +1.9% 165,902 $4.7M
De Lisle Partners LLP 0.98% — 149,143 $4.3M
Geode Capital Management, LLC 0.00% Add +1.5% 142,147 $4.1M
Kornitzer Capital Management Inc. 0.07% Reduce -25.1% 126,657 $3.6M
State Street Corp. 0.00% Add +4.4% 121,341 $3.5M
Dimensional Fund Advisors LP 0.00% Add +44.9% 118,076 $3.4M
Los Angeles Capital Management LLC 0.01% Reduce -10.6% 87,811 $2.5M
Uniplan Investment Counsel, Inc. 0.20% Add +1.1% 85,351 $2.4M
AQR Capital Management 0.00% Add +909.5% 84,911 $2.4M
Rice Hall James & Associates, LLC 0.14% Add +5.0% 83,206 $2.4M
Zacks Investment Management 0.02% Add +20.7% 78,837 $2.3M
Corient Private Wealth LP 0.00% Reduce -1.0% 66,847 $1.9M
O'shaughnessy Asset Management, LLC 0.02% Add +32.7% 64,049 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +96.0% 61,547 $1.8M
Sei Investments Co. 0.00% Reduce -17.7% 57,753 $1.7M
Punch & Associates Investment Management, Inc. 0.09% No change 55,400 $1.6M
Northern Trust Corp. 0.00% Reduce -0.6% 54,065 $1.5M
Millennium Management 0.00% Add +50.5% 51,226 $1.5M
Two Sigma Advisers, LP 0.00% Reduce -13.0% 50,100 $1.4M
Gratia Capital, LLC 2.17% Reduce -63.9% 44,184 $1.3M
Two Sigma Investments, LP 0.00% Reduce -28.0% 43,500 $1.2M
Victory Capital Management Inc. 0.00% Reduce -6.6% 40,465 $1.2M
Jacobs Levy Equity Management, Inc. 0.00% Add +2.0% 36,922 $1.1M
LPL Financial LLC 0.00% Add +5.1% 35,159 $1.0M
Citadel Advisors 0.00% Reduce -23.5% 33,903 $970K
Barclays PLC 0.00% Reduce -14.6% 32,324 $925K
Renaissance Technologies 0.00% Add +12.0% 30,815 $882K
Denali Advisors LLC 0.22% Reduce -15.8% 26,600 $761K
Ancora Advisors LLC 0.02% No change 26,572 $760K
Janney Montgomery Scott LLC 0.00% Add +8.6% 26,444 $757K
Ritholtz Wealth Management 0.02% Add +41.3% 25,265 $723K
Janus Henderson Group PLC 0.00% Reduce -4.1% 22,146 $634K
State of Wisconsin Investment Board 0.00% Add +31.1% 21,100 $604K
Morgan Stanley 0.00% Add +3.8% 20,654 $591K
Perritt Capital Management Inc 0.31% No change 20,000 $572K
Charles Schwab Investment Management Inc. 0.00% No change 18,667 $534K
Ellsworth Advisors, LLC 0.15% Add +6.5% 19,066 $529K
JPMorgan Chase & Co. 0.00% Reduce -5.6% 16,945 $485K
STRS Ohio 0.00% Reduce -10.2% 16,800 $480K
Man Group plc 0.00% New 15,806 $452K
Qube Research & Technologies Ltd 0.00% Add +217.6% 14,633 $419K
Gsa Capital Partners LLP 0.03% Add +13.9% 13,806 $395K
Bailard, Inc. 0.01% No change 13,443 $385K
Seizert Capital Partners, LLC 0.02% No change 11,814 $338K
Invesco Ltd. 0.00% Reduce -12.7% 11,172 $320K
Rhumbline Advisers 0.00% Add +7.5% 8,816 $252K
Quadrature Capital Ltd 0.00% Reduce -70.4% 7,517 $215K
Nuveen Asset Management, LLC 0.00% New 7,348 $210K
Caxton Associates LP 0.01% New 7,341 $210K
Deutsche Bank AG 0.00% No change 5,704 $163K
Lazard Asset Management LLC 0.00% Reduce -2.2% 5,640 $161K
Hillsdale Investment Management Inc. 0.01% Reduce -23.8% 4,800 $137K
Bank of America Corp. 0.00% Reduce -45.6% 4,355 $125K
SG Americas Securities, LLC 0.00% New 4,004 $115K
MetLife Investment Management, LLC 0.00% No change 3,377 $97K
American International Group, Inc. 0.00% Reduce -0.8% 3,347 $96K
New York State Common Retirement Fund 0.00% Add +0.1% 3,101 $89K
Wells Fargo & Company 0.00% Add +9.9% 3,022 $86K
Royal Bank of Canada 0.00% Reduce -59.7% 3,002 $86K
CoreCap Advisors, LLC 0.00% New 2,290 $66K
Financial Management Professionals, Inc. 0.01% No change 1,562 $45K
Copeland Capital Management, LLC 0.00% Add +0.9% 1,273 $36K
Citigroup Inc. 0.00% Add +0.9% 1,149 $33K
IFP Advisors, Inc 0.00% Reduce -7.2% 783 $22K
Legal & General Group Plc 0.00% No change 751 $21K
California State Teachers Retirement System 0.00% Reduce -38.9% 683 $20K
FMR LLC 0.00% Add +6.3% 644 $18K
Nisa Investment Advisors, LLC 0.00% No change 600 $17K
New York State Teachers Retirement System 0.00% No change 608 $17K
Meeder Asset Management Inc. 0.00% No change 525 $15K
Metropolitan Life Insurance Co 0.00% No change 373 $11K
Ameritas Investment Partners, Inc. 0.00% No change 359 $10K
Cwm, LLC 0.00% New 367 $10K
NewEdge Advisors, LLC 0.00% New 324 $9K
Avior Wealth Management, LLC 0.00% Add +58.3% 201 $6K
Osaic Holdings, Inc. 0.00% Add +5.8% 200 $6K
Amalgamated Bank 0.00% Reduce -79.6% 158 $5K
Comerica Bank 0.00% No change 157 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.7% 92 $3K
Continuum Advisory, LLC 0.00% New 89 $3K
Huntington National Bank 0.00% Add +16.9% 69 $2K
Lindbrook Capital, LLC 0.00% No change 62 $2K
Allworth Financial LP 0.00% Add +18.8% 57 $2K
Covestor Ltd 0.00% Add +0.0% 33 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 10 $286

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