Karat Packaging Inc. - KRT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ACADIAN ASSET MANAGEMENT LLC History Added to 632,281 33,212 0.04% 0.02% 1 +218,043 52.64% Q3 2026 Nov 09, 2026
BlackRock, Inc. History No change 592,941 19,839 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 282,662 14,856 0.0% 0.0% 3 -9,265 -3.17% Q3 2026 Nov 06, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 248,874 13,078 0.0% 0.0% 4 +8,743 3.64% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 390,162 13,054 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History Added to 231,483 12,164 0.01% 0.01% 6 +31,541 15.78% Q3 2026 Nov 10, 2026
BANK OF MONTREAL /CAN/ History Reduced 230,612 12,118 0.0% 0.0% 7 -182 -0.08% Q3 2026 Nov 09, 2026
Ranger Investment Management, L.P. History Reduced 213,937 11,242 1.05% 0.7% 8 -118,659 -35.68% Q3 2026 Nov 06, 2026
Mawer Investment Management Ltd. History Added to 208,330 10,947 0.08% 0.01% 9 +177,246 570.22% Q3 2026 Nov 06, 2026
CWA Asset Management Group, LLC History Added to 185,066 9,725 0.29% 0.14% 10 +48,906 35.92% Q3 2026 Oct 19, 2026
Russell Investments Group, Ltd. History Reduced 169,446 8,907 0.01% 0.01% 11 -62,267 -26.87% Q3 2026 Nov 06, 2026
AMERICAN CENTURY COMPANIES INC History No change 263,499 8,816 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Reduced 159,206 8,366 0.0% 0.0% 13 -305 -0.19% Q3 2026 Nov 05, 2026
TWO SIGMA INVESTMENTS, LP History No change 228,316 7,639 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 225,347 7,540 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
De Lisle Partners LLP History No change 218,443 7,306 0.8% 0.8% 16 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 165,862 5,551 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 165,467 5,536 0.0% 0.0% 18 0 0.0% Q2 2026 Sep 22, 2026
CITADEL ADVISORS LLC History No change 157,069 5,255 0.0% 0.0% 19 0 0.0% Q2 2026 Sep 02, 2026
North Star Investment Management Corp. History No change 97,000 5,097 0.28% 0.18% 20 0 0.0% Q3 2026 Oct 27, 2026
AMERIPRISE FINANCIAL INC History No change 123,655 4,140 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 122,248 4,090 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 100,550 3,364 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
KTF INVESTMENTS, LLC History Reduced 63,560 3,340 0.36% 0.49% 24 -82,585 -56.51% Q3 2026 Oct 23, 2026
GOLDMAN SACHS GROUP INC History No change 99,406 3,326 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History Added to 62,898 3,305 0.0% 0.0% 26 +17,795 39.45% Q3 2026 Nov 10, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 98,320 3,289 0.16% 0.16% 27 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Added to 61,286 3,220 0.14% 0.03% 28 +40,830 199.6% Q3 2026 Oct 22, 2026
NORTHERN TRUST CORP History No change 84,402 2,824 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
SEGALL BRYANT & HAMILL, LLC History No change 82,117 2,747 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 81,870 2,739 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 78,896 2,587 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History Reduced 47,787 2,511 0.0% 0.0% 33 -5,430 -10.2% Q3 2026 Nov 10, 2026
VANGUARD FIDUCIARY TRUST CO History No change 62,682 2,097 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
Nilsine Partners, LLC History New 37,434 1,967 0.14% — 35 +37,434 New Q3 2026 Nov 02, 2026
PANAGORA ASSET MANAGEMENT INC History No change 54,196 1,813 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History New 34,452 1,810 0.0% — 37 +34,452 New Q3 2026 Nov 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 51,205 1,713 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 31,740 1,667 0.02% 0.01% 39 +1,777 5.93% Q3 2026 Nov 05, 2026
Legato Capital Management LLC History New 30,844 1,620 0.15% — 40 +30,844 New Q3 2026 Nov 10, 2026
Point72 Asset Management, L.P. History No change 48,378 1,618 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 47,186 1,578 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 28,138 1,478 0.0% 0.0% 43 +2,641 10.36% Q3 2026 Nov 02, 2026
MILLENNIUM MANAGEMENT LLC History No change 43,477 1,454 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History Added to 25,291 1,329 0.0% 0.0% 45 +16,930 202.49% Q3 2026 Nov 09, 2026
HRT FINANCIAL LP History No change 37,018 1,238 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 33,040 1,105 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 30,342 1,015 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 30,115 1,007 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History Added to 18,512 972 0.01% 0.0% 50 +289 1.59% Q3 2026 Nov 06, 2026
FIRST TRUST ADVISORS LP History No change 28,723 961 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 17,477 918 0.0% 0.01% 52 -28,825 -62.25% Q3 2026 Nov 10, 2026
MORGAN STANLEY History No change 25,234 844 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 23,923 800 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 23,508 786 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 23,353 781 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 12, 2026
Walleye Capital LLC History No change 20,447 684 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 03, 2026
GSA CAPITAL PARTNERS LLP History No change 20,274 678 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 06, 2026
Kings Path Partners LLC History Reduced 12,590 661 0.17% 0.18% 59 -7,420 -37.08% Q3 2026 Oct 21, 2026
D. E. Shaw & Co., Inc. History No change 18,907 632 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History Reduced 11,085 582 0.0% 0.0% 61 -286 -2.52% Q3 2026 Nov 10, 2026
STIFEL FINANCIAL CORP History No change 17,193 575 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History Reduced 10,519 552 0.0% 0.0% 63 -334 -3.08% Q3 2026 Nov 10, 2026
XTX Topco Ltd History No change 16,342 546 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 15,217 509 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History Reduced 9,405 494 0.0% 0.0% 66 -2,421 -20.47% Q3 2026 Nov 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 14,621 489 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 14,274 477 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 8,860 465 0.01% 0.01% 69 0 0.0% Q3 2026 Oct 13, 2026
Moran Wealth Management, LLC History Added to 8,563 449 0.01% 0.01% 71 +821 10.6% Q3 2026 Oct 22, 2026
RAYMOND JAMES FINANCIAL INC History No change 13,430 449 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 13,303 445 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History New 8,457 444 0.01% — 73 +8,457 New Q3 2026 Oct 27, 2026
LPL Financial LLC History Reduced 8,039 422 0.0% 0.0% 74 -8,589 -51.65% Q3 2026 Nov 06, 2026
Cambridge Investment Research Advisors, Inc. History Added to 7,855 413 0.0% 0.0% 75 +630 8.72% Q3 2026 Nov 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 7,649 411 0.0% 0.0% 76 +93 1.23% Q3 2026 Oct 13, 2026
Aquatic Capital Management LLC History No change 12,065 403 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Reduced 7,531 395 0.0% 0.0% 78 -1,089 -12.63% Q3 2026 Nov 06, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 7,401 388 0.0% 0.0% 79 -13,528 -64.64% Q3 2026 Nov 10, 2026
ZACKS INVESTMENT MANAGEMENT History No change 11,302 378 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 10,224 342 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History New 6,504 341 0.03% — 83 +6,504 New Q3 2026 Oct 28, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Reduced 6,503 341 0.04% 0.03% 82 -1,650 -20.24% Q3 2026 Oct 30, 2026
Odyssean, LLC History No change 9,552 319 0.05% 0.05% 84 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 9,440 315 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
GLOBEFLEX CAPITAL L P History No change 9,152 306 0.04% 0.04% 86 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 10,010 279 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 7,827 261 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 7,703 257 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 27, 2026
Employees Retirement System of Texas History New 4,666 245 0.0% — 90 +4,666 New Q3 2026 Nov 10, 2026
JANE STREET GROUP, LLC History No change 7,023 234 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History New 4,413 231 0.0% — 92 +4,413 New Q3 2026 Nov 06, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 6,317 211 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 13, 2026
Revisor Wealth Management LLC History New 3,982 210 0.05% — 94 +3,982 New Q3 2026 Oct 20, 2026
Janney Montgomery Scott LLC History No change 6,190 207 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 05, 2026
MetLife Investment Management, LLC History No change 6,041 202 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History Reduced 3,317 174 0.0% 0.0% 97 -16,654 -83.39% Q3 2026 Nov 06, 2026
BARD ASSOCIATES INC History No change 5,000 167 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 3,980 133 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 2,352 123 0.0% 0.0% 100 0 0.0% Q3 2026 Nov 09, 2026
Copeland Capital Management, LLC History Reduced 2,138 112 0.0% 0.0% 101 -31 -1.43% Q3 2026 Oct 13, 2026
GK Wealth Management LLC History New 2,019 106 0.06% — 102 +2,019 New Q3 2026 Oct 09, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 3,103 103 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History No change 3,004 100 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 2,559 85 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Added to 1,526 80 0.0% 0.0% 106 +853 126.75% Q3 2026 Oct 23, 2026
Legal & General Group Plc History No change 2,251 75 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History Reduced 1,228 64 0.0% 0.0% 108 -133 -9.77% Q3 2026 Nov 10, 2026
USA FINANCIAL FORMULAS History New 871 45 0.01% — 109 +871 New Q3 2026 Oct 16, 2026
State of Alaska, Department of Revenue History Reduced 713 37 0.0% 0.0% 110 -376 -34.53% Q3 2026 Oct 15, 2026
CITIGROUP INC History Reduced 663 34 0.0% 0.0% 111 -3,818 -85.2% Q3 2026 Nov 04, 2026
Covestor Ltd History Reduced 557 30 0.02% 0.02% 112 -293 -34.47% Q3 2026 Oct 30, 2026
Arax Advisory Partners History No change 828 27 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 500 26 0.0% 0.0% 114 0 0.0% Q3 2026 Oct 23, 2026
Ameritas Investment Partners, Inc. History No change 698 23 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Financial Management Professionals, Inc. History No change 409 21 0.0% 0.0% 116 0 0.0% Q3 2026 Oct 23, 2026
Tower Research Capital LLC (TRC) History No change 600 20 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 376 19 0.0% 0.0% 118 +38 11.24% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History No change 356 18 0.0% 0.0% 119 0 0.0% Q3 2026 Nov 03, 2026
Sterling Capital Management LLC History Added to 283 14 0.0% 0.0% 120 +253 843.33% Q3 2026 Oct 22, 2026
Allworth Financial LP History No change 446 14 0.0% 0.0% 121 0 0.0% Q3 2026 Nov 06, 2026
Smithfield Trust Co History No change 248 13 0.0% 0.0% 122 0 0.0% Q3 2026 Nov 09, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 207 11 0.0% 0.0% 123 -8 -3.72% Q3 2026 Oct 22, 2026
Triumph Capital Management History No change 220 11 0.0% 0.0% 124 0 0.0% Q3 2026 Oct 14, 2026
Larson Financial Group LLC History New 205 10 0.0% — 128 +205 New Q3 2026 Nov 05, 2026
EverSource Wealth Advisors, LLC History Added to 208 10 0.0% 0.0% 127 +8 4.0% Q3 2026 Nov 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 300 10 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 191 10 0.0% 0.0% 126 0 0.0% Q3 2026 Oct 16, 2026
ROYAL BANK OF CANADA History No change 254 8 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 138 7 0.0% 0.0% 130 0 0.0% Q3 2026 Nov 09, 2026
1620 INVESTMENT ADVISORS, INC. History No change 135 7 0.0% 0.0% 131 0 0.0% Q3 2026 Nov 04, 2026
GAMMA Investing LLC History Added to 121 6 0.0% 0.0% 132 +38 45.78% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 110 5 0.0% 0.0% 133 -27 -19.71% Q3 2026 Nov 10, 2026
FEDERATED HERMES, INC. History No change 157 5 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 98 5 0.0% 0.0% 135 0 0.0% Q3 2026 Oct 14, 2026
Clearstead Advisors, LLC History Reduced 78 4 0.0% 0.0% 137 -20 -20.41% Q3 2026 Nov 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 135 4 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 63 3 0.0% — 143 +63 New Q3 2026 Oct 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 65 3 0.0% 0.0% 138 +34 109.68% Q3 2026 Nov 06, 2026
SJS Investment Consulting Inc. History Added to 63 3 0.0% 0.0% 141 +8 14.55% Q3 2026 Oct 26, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 119 3 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 24, 2026
NewEdge Advisors, LLC History No change 104 3 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 66 3 0.0% 0.0% 142 0 0.0% Q3 2026 Oct 13, 2026
SBI Securities Co., Ltd. History Reduced 50 2 0.0% 0.0% 144 -121 -70.76% Q3 2026 Oct 21, 2026
Provenance Wealth Advisors, LLC History New 31 1 0.0% — 146 +31 New Q3 2026 Oct 30, 2026
Quarry LP History No change 39 1 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History Closed out 0 0 — 0.0% — -14,525 -100.0% Q3 2026 Oct 14, 2026
R Squared Ltd History Closed out 0 0 — 0.15% — -8,819 -100.0% Q3 2026 Nov 05, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.0% — -6,091 -100.0% Q3 2026 Oct 16, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -7 -100.0% Q3 2026 Oct 07, 2026
Cornerstone Financial Management LLC History New 3 0 — — — +3 New Q3 2026 Nov 10, 2026
HUNTINGTON NATIONAL BANK History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 10, 2026
Capital Advisors, Ltd. LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Optiver Holding B.V. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Caitong International Asset Management Co., Ltd History No change 1 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Federation des caisses Desjardins du Quebec History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026