- Type / Class
- Equity / COM
- Total 13F shares
- 4,197,508
- Share change
- -92,903
- Total reported value
- $76,617,895
- Price per share
- $18.25
- Number of holders
- 51
- Value change
- +$3,037,837
- Number of buys
- 31
- Number of sells
- 18
Quarterly Holders Quick Answers
What is CUSIP 48563L101?
CUSIP 48563L101 identifies KRT - Karat Packaging Inc. - COM in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 48563L101:
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 by the holder's primary source 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
|
570,877
|
$7,609,790 | — | 31 Mar 2023 | |
| WASATCH ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
494,857
|
$6,596,444 | — | 31 Mar 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
447,599
|
$5,966,495 | — | 31 Mar 2023 | |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
13F
|
Company |
—
class O/S missing
|
333,253
|
$4,442,263 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
318,769
|
$4,249,191 | — | 31 Mar 2023 | |
| PUTNAM INVESTMENTS LLC |
13F
|
Company |
—
class O/S missing
|
316,737
|
$4,222,104 | — | 31 Mar 2023 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
—
class O/S missing
|
302,997
|
$4,038,950 | — | 31 Mar 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
283,124
|
$3,774,042 | — | 31 Mar 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
215,836
|
$2,877,094 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
114,100
|
$1,520,953 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
107,435
|
$1,432,108 | — | 31 Mar 2023 | |
| GRATIA CAPITAL, LLC |
13F
|
Company |
—
class O/S missing
|
97,400
|
$1,298,342 | — | 31 Mar 2023 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
89,995
|
$1,199,634 | — | 31 Mar 2023 | |
| AWM Investment Company, Inc. |
13F
|
Company |
—
class O/S missing
|
75,359
|
$1,004,535 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
69,720
|
$929,368 | — | 31 Mar 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
60,175
|
$802,133 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
55,913
|
$745,000 | — | 31 Mar 2023 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
53,384
|
$711,609 | — | 31 Mar 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
46,430
|
$618,912 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
44,219
|
$589,439 | — | 31 Mar 2023 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
37,630
|
$501,609 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
21,154
|
$281,983 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
16,663
|
$222,118 | — | 31 Mar 2023 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
16,282
|
$217,000 | — | 31 Mar 2023 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
—
class O/S missing
|
15,744
|
$209,870 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
14,744
|
$196,538 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
13,593
|
$181,194 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
13,384
|
$178,408 | — | 31 Mar 2023 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
—
class O/S missing
|
10,800
|
$143,964 | — | 31 Mar 2023 | |
| 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
|
$66,023 | — | 31 Mar 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
4,482
|
$58,000 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
4,345
|
$58,000 | — | 31 Mar 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
3,822
|
$50,947 | — | 31 Mar 2023 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
2,738
|
$36,498 | — | 31 Mar 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
2,109
|
$28,113 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
2,095
|
$27,926 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
1,976
|
$26,340 | — | 31 Mar 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
1,418
|
$19,000 | — | 31 Mar 2023 | |
| STRS OHIO |
13F
|
Company |
—
class O/S missing
|
1,100
|
$14,000 | — | 31 Mar 2023 | |
| MEEDER ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
832
|
$11,091 | — | 31 Mar 2023 | |
| AMALGAMATED BANK |
13F
|
Company |
—
class O/S missing
|
741
|
$10,000 | — | 31 Mar 2023 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
604
|
$8,051 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
578
|
$7,000 | — | 31 Mar 2023 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
—
class O/S missing
|
359
|
$4,785 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
59
|
$786 | — | 31 Mar 2023 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
27
|
$360 | — | 31 Mar 2023 |
Institutional Holders of Karat Packaging Inc. - COM (KRT) as of Q2 2023
As of 30 Jun 2023,
Karat Packaging Inc. - COM (KRT) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,197,508 shares.
The largest 10 holders included
WELLINGTON MANAGEMENT GROUP LLP, WASATCH ADVISORS LP, AMERICAN CENTURY COMPANIES INC, AMERIPRISE FINANCIAL INC, BlackRock Inc., Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, VANGUARD GROUP INC, KORNITZER CAPITAL MANAGEMENT INC /KS, GRATIA CAPITAL, LLC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
51
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
46
Q2 2023 holders
51
Holder diff
5
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 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.