Karat PackagingKRT

13F holders, Q2 2024 (June 30)
101holders +8
18new positions
12sold out
4famous investors
$29.58avg. 13F price*

At the end of Q2 2024, 101 institutions reported holding Karat Packaging Inc. (KRT) in their 13F filings, up 8 from Q1 2024. 18 opened new positions and 12 sold out. The largest holders were Wellington Management Group LLP ($13.2M), BlackRock Inc. ($12.1M) and Vanguard Group Inc. ($10.6M). 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 → Q2 2024

InstitutionsTotal Value
New Positions18$8.6M
Exits12$4.4M

All 13F filers, Q1 2024 → Q2 2024: 533,437 shares bought and 449,522 shares sold, net +83,915 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 101 holders

Wellington Management Group LLP 0.00% Reduce -3.5% 446,360 $13.2M
BlackRock Inc. 0.00% Add +12.3% 408,240 $12.1M
Vanguard Group Inc. 0.00% Add +2.8% 358,330 $10.6M
Ameriprise Financial Inc. 0.00% Reduce -0.7% 351,968 $10.4M
UBS Group AG 0.00% Add +9.8% 301,904 $8.9M
Wasatch Advisors LP 0.05% Reduce -11.2% 288,733 $8.5M
Acadian Asset Management LLC 0.03% Add +8.2% 283,278 $8.4M
American Century Companies Inc. 0.00% Reduce -15.7% 261,832 $7.7M
Bank of New York Mellon Corp 0.00% Add +2.7% 170,310 $5.0M
Geode Capital Management, LLC 0.00% Add +8.8% 154,625 $4.6M
De Lisle Partners LLP 0.96% No change 149,143 $4.4M
Kornitzer Capital Management Inc. 0.07% No change 126,657 $3.7M
Dimensional Fund Advisors LP 0.00% Add +2.9% 121,473 $3.6M
State Street Corp. 0.00% Reduce -0.4% 120,865 $3.6M
AQR Capital Management 0.01% Add +37.8% 116,980 $3.5M
Boston Partners 0.00% New 104,265 $3.1M
Uniplan Investment Counsel, Inc. 0.23% Add +0.1% 85,436 $2.5M
Zacks Investment Management 0.03% Add +7.9% 85,097 $2.5M
Rice Hall James & Associates, LLC 0.14% Reduce -3.4% 80,351 $2.4M
LSV Asset Management 0.01% New 79,753 $2.4M
O'shaughnessy Asset Management, LLC 0.02% Add +9.8% 70,292 $2.1M
Los Angeles Capital Management LLC 0.01% Reduce -27.2% 63,945 $1.9M
Barclays PLC 0.00% Add +95.7% 63,242 $1.9M
T. Rowe Price Associates Inc. 0.00% Add +0.3% 61,765 $1.8M
Corient Private Wealth LP 0.00% Reduce -15.5% 56,506 $1.7M
Northern Trust Corp. 0.00% Reduce -1.0% 53,539 $1.6M
Punch & Associates Investment Management, Inc. 0.09% Reduce -3.4% 53,500 $1.6M
Sei Investments Co. 0.00% Reduce -12.3% 50,656 $1.5M
LPL Financial LLC 0.00% Add +13.6% 39,949 $1.2M
Allspring Global Investments Holdings, LLC 0.00% New 39,292 $1.2M
Independent Advisor Alliance 0.04% New 37,888 $1.1M
Jacobs Levy Equity Management, Inc. 0.00% Reduce -3.3% 35,721 $1.1M
Renaissance Technologies 0.00% Add +8.8% 33,515 $991K
Two Sigma Advisers, LP 0.00% Reduce -34.1% 33,000 $976K
Ritholtz Wealth Management 0.03% Add +29.8% 32,783 $970K
Janney Montgomery Scott LLC 0.00% Add +3.4% 27,340 $809K
Ancora Advisors LLC 0.02% Reduce -2.3% 25,974 $768K
Janus Henderson Group PLC 0.00% Add +12.0% 24,807 $734K
Millennium Management 0.00% Reduce -59.4% 20,811 $616K
State of Wisconsin Investment Board 0.00% Reduce -2.4% 20,587 $609K
Ellsworth Advisors, LLC 0.17% Add +7.0% 20,402 $603K
Two Sigma Investments, LP 0.00% Reduce -56.8% 18,810 $556K
Charles Schwab Investment Management Inc. 0.00% No change 18,667 $552K
Bailard, Inc. 0.01% Add +26.0% 16,943 $501K
Morgan Stanley 0.00% Reduce -24.3% 15,628 $462K
Perritt Capital Management Inc 0.24% Reduce -25.0% 15,000 $444K
Lazard Asset Management LLC 0.00% Add +133.8% 13,186 $390K
Gsa Capital Partners LLP 0.02% Reduce -13.1% 12,001 $355K
Qube Research & Technologies Ltd 0.00% Reduce -20.9% 11,576 $342K
STRS Ohio 0.00% Reduce -31.6% 11,500 $340K
Nuveen Asset Management, LLC 0.00% Add +43.5% 10,545 $312K
Citadel Advisors 0.00% Reduce -69.0% 10,509 $311K
Seizert Capital Partners, LLC 0.02% Reduce -12.1% 10,385 $307K
Jane Street Group, LLC 0.00% New 10,083 $298K
Rhumbline Advisers 0.00% Add +4.4% 9,203 $272K
Bank of America Corp. 0.00% Add +84.4% 8,032 $238K
Aviva PLC 0.00% New 7,343 $217K
Invesco Ltd. 0.00% Reduce -34.5% 7,321 $217K
EntryPoint Capital, LLC 0.08% New 6,115 $181K
MetLife Investment Management, LLC 0.00% Add +11.1% 3,750 $111K
Corebridge Financial, Inc. 0.00% — 3,681 $109K
SG Americas Securities, LLC 0.00% Reduce -9.9% 3,607 $107K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 3,254 $96K
Wells Fargo & Company 0.00% Add +5.6% 3,190 $94K
New York State Common Retirement Fund 0.00% Add +0.1% 3,103 $92K
JPMorgan Chase & Co. 0.00% Reduce -82.2% 3,016 $89K
State of Wyoming 0.01% New 2,999 $89K
Comerica Bank 0.00% Add +1452.2% 2,437 $72K
CoreCap Advisors, LLC 0.01% Add +1.6% 2,327 $69K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,800 $52K
Financial Management Professionals, Inc. 0.01% No change 1,562 $46K
Citigroup Inc. 0.00% Add +33.0% 1,528 $45K
Tower Research Capital LLC (TRC) 0.00% Add +1165.2% 1,164 $34K
Gladius Capital Management LP 0.03% New 1,125 $33K
FMR LLC 0.00% Add +41.8% 913 $27K
Legal & General Group Plc 0.00% Reduce -0.3% 749 $22K
IFP Advisors, Inc 0.00% Reduce -6.0% 736 $22K
Royal Bank of Canada 0.00% Reduce -78.5% 644 $19K
Nisa Investment Advisors, LLC 0.00% Add +2.5% 615 $18K
Cwm, LLC 0.00% Add +50.1% 551 $16K
Meeder Asset Management Inc. 0.00% No change 525 $16K
California State Teachers Retirement System 0.00% Reduce -27.4% 496 $15K
Ameritas Investment Partners, Inc. 0.00% No change 359 $11K
Osaic Holdings, Inc. 0.00% Add +48.0% 296 $9K
Amalgamated Bank 0.00% Add +50.6% 238 $7K
Avior Wealth Management, LLC 0.00% Reduce -0.5% 200 $6K
Deutsche Bank AG 0.00% Reduce -96.8% 182 $5K
Cullen/Frost Bankers, Inc. 0.00% New 172 $5K
1620 Investment Advisors, Inc. 0.00% New 150 $4K
Signaturefd, LLC 0.00% New 102 $3K
Continuum Advisory, LLC 0.00% No change 89 $3K
Huntington National Bank 0.00% Reduce -2.9% 67 $2K
Lindbrook Capital, LLC 0.00% No change 62 $2K
PNC Financial Services Group, Inc. 0.00% New 58 $2K
Allworth Financial LP 0.00% No change 57 $2K
Quadrant Capital Group LLC 0.00% New 38 $1K
Quarry LP 0.00% New 38 $1K
Abich Financial Wealth Management LLC 0.00% New 36 $1K
Covestor Ltd 0.00% Add +12.1% 37 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 10 $296

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

Show all 101 holders