Karat PackagingKRT

13F holders, Q3 2024 (September 30)
100holders −1
14new positions
15sold out
4famous investors
$25.90avg. 13F price*

At the end of Q3 2024, 100 institutions reported holding Karat Packaging Inc. (KRT) in their 13F filings, down 1 from Q2 2024. 14 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($11.3M), Wellington Management Group LLP ($11.0M) and Vanguard Group Inc. ($9.5M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions14$7.6M
Exits15$8.3M

All 13F filers, Q2 2024 → Q3 2024: 555,039 shares bought and 674,563 shares sold, net −119,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

BlackRock, Inc. 0.00% — 435,966 $11.3M
Wellington Management Group LLP 0.00% Reduce -4.8% 424,860 $11.0M
Vanguard Group Inc. 0.00% Add +1.9% 365,067 $9.5M
Ameriprise Financial Inc. 0.00% Add +1.9% 358,681 $9.3M
UBS Group AG 0.00% Add +3.0% 311,104 $8.1M
Wasatch Advisors LP 0.04% Reduce -2.1% 282,582 $7.3M
Acadian Asset Management LLC 0.02% Reduce -22.1% 220,699 $5.7M
American Century Companies Inc. 0.00% Reduce -30.8% 181,325 $4.7M
Geode Capital Management, LLC 0.00% Add +15.5% 178,645 $4.6M
Bank of New York Mellon Corp 0.00% Reduce -1.6% 167,561 $4.3M
Ranger Investment Management, L.P. 0.26% New 157,735 $4.1M
De Lisle Partners LLP 0.63% No change 149,143 $3.9M
LSV Asset Management 0.01% Add +70.4% 135,920 $3.5M
Dimensional Fund Advisors LP 0.00% Add +9.7% 133,270 $3.5M
Kornitzer Capital Management Inc. 0.06% No change 126,657 $3.3M
State Street Corp. 0.00% Add +0.0% 120,919 $3.1M
Boston Partners 0.00% Add +7.0% 111,548 $2.9M
Barclays PLC 0.00% Add +12.5% 71,153 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -10.6% 62,852 $1.7M
Russell Investments Group, Ltd. 0.00% New 62,226 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +0.1% 61,832 $1.6M
Jacobs Levy Equity Management, Inc. 0.01% Add +52.1% 54,333 $1.4M
Northern Trust Corp. 0.00% Add +0.1% 53,568 $1.4M
Punch & Associates Investment Management, Inc. 0.08% No change 53,500 $1.4M
Los Angeles Capital Management LLC 0.00% Reduce -30.9% 44,204 $1.1M
Corient Private Wealth LP 0.00% Reduce -23.9% 43,022 $1.1M
AQR Capital Management 0.00% Reduce -63.7% 42,467 $1.1M
Millennium Management 0.00% Add +93.6% 40,298 $1.0M
Renaissance Technologies 0.00% Add +13.7% 38,115 $987K
Independent Advisor Alliance 0.04% Add +0.3% 38,015 $984K
Gsa Capital Partners LLP 0.07% Add +186.4% 34,366 $890K
Morgan Stanley 0.00% Add +117.1% 33,935 $879K
LPL Financial LLC 0.00% Reduce -16.1% 33,509 $868K
Janney Montgomery Scott LLC 0.00% Add +4.2% 28,488 $738K
Two Sigma Advisers, LP 0.00% Reduce -18.2% 27,000 $699K
Lazard Asset Management LLC 0.00% Add +104.8% 27,010 $699K
Ritholtz Wealth Management 0.02% Reduce -17.7% 26,995 $699K
Janus Henderson Group PLC 0.00% Add +7.1% 26,567 $688K
Ancora Advisors LLC 0.02% No change 25,974 $672K
State of Wisconsin Investment Board 0.00% Add +17.5% 24,187 $626K
First Trust Advisors LP 0.00% New 23,896 $619K
Ellsworth Advisors, LLC 0.15% Add +6.8% 21,783 $564K
Charles Schwab Investment Management Inc. 0.00% Add +5.6% 19,720 $511K
Citadel Advisors 0.00% Add +71.0% 17,973 $465K
Two Sigma Investments, LP 0.00% Reduce -5.7% 17,738 $459K
Sei Investments Co. 0.00% Reduce -68.6% 15,902 $412K
Kings Path Partners LLC 0.17% New 15,498 $401K
Goldman Sachs Group Inc. 0.00% New 13,777 $357K
Bailard, Inc. 0.01% Reduce -25.4% 12,636 $327K
Qube Research & Technologies Ltd 0.00% Add +4.7% 12,115 $314K
Squarepoint Ops LLC 0.00% New 11,752 $304K
Nuveen Asset Management, LLC 0.00% Add +6.4% 11,217 $290K
Rhumbline Advisers 0.00% Add +13.3% 10,424 $270K
Seizert Capital Partners, LLC 0.01% No change 10,385 $269K
Perritt Capital Management Inc 0.13% Reduce -33.3% 10,000 $259K
STRS Ohio 0.00% Reduce -14.8% 9,800 $254K
Citigroup Inc. 0.00% Add +474.1% 8,772 $227K
Aviva PLC 0.00% Add +14.3% 8,391 $217K
Bank of America Corp. 0.00% Add +2.6% 8,243 $213K
Allspring Global Investments Holdings, LLC 0.00% Reduce -88.1% 4,685 $121K
Wells Fargo & Company 0.00% Add +43.7% 4,583 $119K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +16.6% 3,793 $98K
MetLife Investment Management, LLC 0.00% No change 3,750 $97K
Nisa Investment Advisors, LLC 0.00% Add +497.7% 3,676 $95K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +104.4% 3,680 $95K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 3,658 $95K
New York State Common Retirement Fund 0.00% No change 3,103 $80K
JPMorgan Chase & Co. 0.00% Add +1.4% 3,058 $79K
Delphi Management Inc. 0.07% New 2,786 $72K
Comerica Bank 0.00% Add +3.9% 2,532 $66K
Copeland Capital Management, LLC 0.00% New 1,882 $49K
Financial Management Professionals, Inc. 0.01% No change 1,562 $40K
Osaic Holdings, Inc. 0.00% Add +372.6% 1,399 $36K
US Bancorp \de 0.00% New 1,149 $30K
Gladius Capital Management LP 0.02% Reduce -3.3% 1,088 $28K
Salem Investment Counselors Inc. 0.00% New 1,000 $26K
Royal Bank of Canada 0.00% Add +15.1% 741 $20K
Legal & General Group Plc 0.00% No change 749 $19K
Meeder Asset Management Inc. 0.00% Add +28.8% 676 $18K
FMR LLC 0.00% Reduce -28.0% 657 $17K
California State Teachers Retirement System 0.00% No change 496 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -61.9% 443 $11K
Ameritas Investment Partners, Inc. 0.00% No change 359 $9K
Amalgamated Bank 0.00% No change 238 $6K
nVerses Capital, LLC 0.00% New 200 $5K
Deutsche Bank AG 0.00% No change 182 $5K
Cwm, LLC 0.00% Reduce -74.6% 140 $4K
1620 Investment Advisors, Inc. 0.00% No change 150 $4K
Signaturefd, LLC 0.00% No change 102 $3K
Lindbrook Capital, LLC 0.00% Add +30.6% 81 $2K
Harbor Capital Advisors, Inc. 0.00% New 77 $2K
Covestor Ltd 0.00% Add +8.1% 40 $1K
Quadrant Capital Group LLC 0.00% No change 38 $984
Earned Wealth Advisors, LLC 0.00% New 26 $673
Parallel Advisors, LLC 0.00% New 11 $285
Federation des caisses Desjardins du Quebec 0.00% No change 10 $259
Allworth Financial LP 0.00% Reduce -84.2% 9 $234
Sterling Capital Management LLC 0.00% — 8 $207
IFP Advisors, Inc 0.00% Reduce -99.9% 1 $45
Huntington National Bank 0.00% Reduce -98.5% 1 $26

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