Security key
48563L101
- Type / Class
- Equity / COM
- Total 13F shares
- 4,290,411
- Share change
- -19,576
- Total reported value
- $57,188,401
- Price per share
- $13.33
- Number of holders
- 46
- Value change
- -$295,297
- Number of buys
- 21
- Number of sells
- 19
Report period
Q1 2023
Institutions
46
Top holders
10
KRT full security history
Newer quarter: Q2 2023
Previous quarter: Q4 2022
Karat Packaging Inc. SEC filings
Karat Packaging Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 48563L101
Recent filing periods:
Top shareholders of KRT - Karat Packaging Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
590,832
|
$8,490,256 | — | 31 Dec 2022 | |
| WASATCH ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
559,410
|
$8,038,722 | — | 31 Dec 2022 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
447,599
|
$6,431,998 | — | 31 Dec 2022 | |
| PUTNAM INVESTMENTS LLC |
13F
|
Company |
—
class O/S missing
|
403,019
|
$5,791,384 | — | 31 Dec 2022 | |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
13F
|
Company |
—
class O/S missing
|
335,248
|
$4,817,524 | — | 31 Dec 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
327,381
|
$4,704,466 | — | 31 Dec 2022 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
—
class O/S missing
|
302,997
|
$4,354,067 | — | 31 Dec 2022 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
275,095
|
$3,953,115 | — | 31 Dec 2022 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
173,736
|
$2,496,586 | — | 31 Dec 2022 | |
| AWM Investment Company, Inc. |
13F
|
Company |
—
class O/S missing
|
136,789
|
$1,965,658 | — | 31 Dec 2022 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
109,354
|
$1,571,417 | — | 31 Dec 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
106,995
|
$1,537,000 | — | 31 Dec 2022 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
69,665
|
$1,001,086 | — | 31 Dec 2022 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
66,415
|
$954,384 | — | 31 Dec 2022 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
65,819
|
$946,000 | — | 31 Dec 2022 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
46,430
|
$667,199 | — | 31 Dec 2022 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
44,136
|
$634,000 | — | 31 Dec 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
43,864
|
$630,326 | — | 31 Dec 2022 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
36,229
|
$520,611 | — | 31 Dec 2022 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
—
class O/S missing
|
31,674
|
$455,155 | — | 31 Dec 2022 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
—
class O/S missing
|
22,714
|
$326,403 | — | 31 Dec 2022 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
19,017
|
$273,274 | — | 31 Dec 2022 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
16,271
|
$234,000 | — | 31 Dec 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
15,481
|
$222,462 | — | 31 Dec 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
13,473
|
$193,607 | — | 31 Dec 2022 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
11,569
|
$166,247 | — | 31 Dec 2022 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
—
class O/S missing
|
10,800
|
$155,196 | — | 31 Dec 2022 | |
| Ann T. Sabahat |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
5,000
|
$110,439 | — | 20 Sep 2021 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
4,953
|
$71,175 | — | 31 Dec 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
4,302
|
$62,000 | — | 31 Dec 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,763
|
$39,705 | — | 31 Dec 2022 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
2,683
|
$38,555 | — | 31 Dec 2022 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
2,264
|
$32,534 | — | 31 Dec 2022 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
2,240
|
$32,000 | — | 31 Dec 2022 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
2,007
|
$28,840 | — | 31 Dec 2022 | |
| STRS OHIO |
13F
|
Company |
—
class O/S missing
|
1,100
|
$15,000 | — | 31 Dec 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,072
|
$15,000 | — | 31 Dec 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
1,000
|
$14,370 | — | 31 Dec 2022 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
890
|
$12,000 | — | 31 Dec 2022 | |
| AMALGAMATED BANK |
13F
|
Company |
—
class O/S missing
|
860
|
$12,000 | — | 31 Dec 2022 | |
| IFP Advisors, Inc |
13F
|
Company |
—
class O/S missing
|
600
|
$11,000 | — | 31 Dec 2022 | |
| MEEDER ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
743
|
$10,678 | — | 31 Dec 2022 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
604
|
$8,680 | — | 31 Dec 2022 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
—
class O/S missing
|
359
|
$5,468 | — | 31 Dec 2022 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
95
|
$1,365 | — | 31 Dec 2022 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
40
|
$575 | — | 31 Dec 2022 |
Institutional Holders of Karat Packaging Inc. - COM (KRT) as of Q1 2023
As of 31 Mar 2023,
Karat Packaging Inc. - COM (KRT) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,290,411 shares.
The largest 10 holders included
DRIEHAUS CAPITAL MANAGEMENT LLC, WASATCH ADVISORS LP, AMERICAN CENTURY COMPANIES INC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, BlackRock Inc., PUTNAM INVESTMENTS LLC, KORNITZER CAPITAL MANAGEMENT INC /KS, VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, and UBS Group AG.
This page lists
46
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
45
Q1 2023 holders
46
Holder diff
1
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 Value $ | Q1 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.