Karat PackagingKRT

13F holders, Q4 2024 (December 31)
102holders +2
10new positions
11sold out
4famous investors
$30.26avg. 13F price*

At the end of Q4 2024, 102 institutions reported holding Karat Packaging Inc. (KRT) in their 13F filings, up 2 from Q3 2024. 10 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($13.2M), Vanguard Group Inc. ($12.1M) and UBS Group AG ($11.4M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions10$2.2M
Exits11$5.0M

All 13F filers, Q3 2024 → Q4 2024: 368,743 shares bought and 449,281 shares sold, net −80,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

BlackRock, Inc. 0.00% Add +0.0% 435,993 $13.2M
Vanguard Group Inc. 0.00% Add +9.1% 398,262 $12.1M
UBS Group AG 0.00% Add +21.3% 377,404 $11.4M
Wellington Management Group LLP 0.00% Reduce -18.5% 346,160 $10.5M
Ameriprise Financial Inc. 0.00% Reduce -3.7% 345,515 $10.5M
Wasatch Advisors LP 0.04% Reduce -2.8% 274,652 $8.3M
Acadian Asset Management LLC 0.02% Add +2.2% 225,472 $6.8M
American Century Companies Inc. 0.00% Add +3.4% 187,549 $5.7M
Geode Capital Management, LLC 0.00% Add +2.0% 182,271 $5.5M
Ranger Investment Management, L.P. 0.30% Reduce -1.0% 156,210 $4.7M
De Lisle Partners LLP 0.66% No change 149,143 $4.5M
Dimensional Fund Advisors LP 0.00% Add +9.5% 145,946 $4.4M
Bank of New York Mellon Corp 0.00% Reduce -18.4% 136,793 $4.1M
State Street Corp. 0.00% Reduce -0.3% 120,621 $3.6M
Boston Partners 0.00% Reduce -1.7% 109,616 $3.3M
LSV Asset Management 0.01% Reduce -23.1% 104,520 $3.2M
Millennium Management 0.00% Add +108.5% 84,038 $2.5M
Russell Investments Group, Ltd. 0.00% Add +28.0% 79,645 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +6.2% 65,677 $2.0M
Jacobs Levy Equity Management, Inc. 0.01% Add +7.6% 58,461 $1.8M
Northern Trust Corp. 0.00% Add +5.2% 56,330 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -11.4% 55,711 $1.7M
Punch & Associates Investment Management, Inc. 0.09% No change 53,500 $1.6M
Morgan Stanley 0.00% Add +38.0% 46,814 $1.4M
Renaissance Technologies 0.00% Add +7.1% 40,815 $1.2M
Corient Private Wealth LP 0.00% Reduce -10.3% 38,600 $1.2M
Barclays PLC 0.00% Reduce -46.5% 38,063 $1.2M
Independent Advisor Alliance 0.02% Reduce -1.1% 37,595 $1.1M
Gsa Capital Partners LLP 0.08% Add +7.8% 37,044 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -17.0% 36,704 $1.1M
Lazard Asset Management LLC 0.00% Add +32.7% 35,847 $1.1M
Janney Montgomery Scott LLC 0.00% Add +21.7% 34,666 $1.0M
Qube Research & Technologies Ltd 0.00% Add +185.3% 34,566 $1.0M
Citadel Advisors 0.00% Add +91.1% 34,344 $1.0M
LPL Financial LLC 0.00% Reduce -2.1% 32,809 $993K
Janus Henderson Group PLC 0.00% Add +16.7% 31,005 $938K
Two Sigma Advisers, LP 0.00% Reduce -3.0% 26,200 $793K
Ancora Advisors LLC 0.02% Reduce -0.5% 25,849 $782K
Ritholtz Wealth Management 0.02% Reduce -8.9% 24,586 $744K
State of Wisconsin Investment Board 0.00% Add +0.5% 24,300 $735K
Goldman Sachs Group Inc. 0.00% Add +73.3% 23,881 $723K
First Trust Advisors LP 0.00% Reduce -9.4% 21,638 $655K
Charles Schwab Investment Management Inc. 0.00% No change 19,720 $597K
AQR Capital Management 0.00% Reduce -59.1% 17,347 $525K
Two Sigma Investments, LP 0.00% Reduce -10.6% 15,858 $480K
Kings Path Partners LLC 0.20% Add +1.3% 15,692 $475K
Stifel Financial Corp. 0.00% New 14,421 $436K
Bailard, Inc. 0.01% Reduce -0.5% 12,573 $380K
Trexquant Investment LP 0.00% New 11,636 $352K
Nuveen Asset Management, LLC 0.00% No change 11,217 $339K
Martingale Asset Management L P 0.01% New 11,213 $339K
Rhumbline Advisers 0.00% Add +1.5% 10,580 $320K
Seizert Capital Partners, LLC 0.01% Reduce -2.9% 10,083 $305K
Perritt Capital Management Inc 0.16% No change 10,000 $303K
STRS Ohio 0.00% No change 9,800 $297K
State of Tennessee, Department of Treasury 0.00% New 9,789 $296K
Exchange Traded Concepts, LLC 0.01% New 9,625 $291K
Bank of America Corp. 0.00% Add +15.9% 9,550 $289K
HSBC Holdings PLC 0.00% New 7,909 $240K
BNP Paribas Financial Markets 0.00% New 7,626 $231K
Citigroup Inc. 0.00% Reduce -17.4% 7,243 $219K
Wells Fargo & Company 0.00% Add +20.8% 5,538 $168K
Comerica Bank 0.00% Add +107.8% 5,262 $159K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +40.8% 5,180 $157K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.0% 3,945 $119K
MetLife Investment Management, LLC 0.00% No change 3,750 $113K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 3,401 $103K
JPMorgan Chase & Co. 0.00% Add +2.1% 3,122 $94K
New York State Common Retirement Fund 0.00% No change 3,103 $94K
Osaic Holdings, Inc. 0.00% Add +96.8% 2,754 $83K
Copeland Capital Management, LLC 0.00% Add +38.4% 2,604 $79K
Police & Firemen's Retirement System of New Jersey 0.00% — 2,352 $71K
Nisa Investment Advisors, LLC 0.00% Reduce -43.8% 2,066 $63K
Deutsche Bank AG 0.00% Add +773.6% 1,590 $48K
Financial Management Professionals, Inc. 0.01% Reduce -0.7% 1,551 $47K
US Bancorp \de 0.00% No change 1,149 $35K
Salem Investment Counselors Inc. 0.00% No change 1,000 $30K
FMR LLC 0.00% Add +11.4% 732 $22K
Legal & General Group Plc 0.00% Reduce -4.5% 715 $22K
Meeder Asset Management Inc. 0.00% No change 676 $20K
R Squared Ltd 0.02% — 640 $19K
California State Teachers Retirement System 0.00% No change 496 $15K
Ameritas Investment Partners, Inc. 0.00% No change 359 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -26.2% 327 $10K
Smithfield Trust Co 0.00% New 248 $8K
Amalgamated Bank 0.00% No change 238 $7K
Cwm, LLC 0.00% Add +39.3% 195 $6K
1620 Investment Advisors, Inc. 0.00% No change 150 $5K
Covestor Ltd 0.00% Add +195.0% 118 $4K
Royal Bank of Canada 0.00% Reduce -81.1% 140 $4K
Lindbrook Capital, LLC 0.00% No change 81 $2K
Harbor Capital Advisors, Inc. 0.00% Reduce -2.6% 75 $2K
Quadrant Capital Group LLC 0.00% No change 38 $1K
GAMMA Investing LLC 0.00% New 35 $1K
Parallel Advisors, LLC 0.00% Add +145.4% 27 $817
Federation des caisses Desjardins du Quebec 0.00% No change 10 $303
Allworth Financial LP 0.00% No change 9 $280
Sterling Capital Management LLC 0.00% No change 8 $242
EverSource Wealth Advisors, LLC 0.00% New 8 $242
IFP Advisors, Inc 0.00% Add +200.0% 3 $91

"% 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 102 holders