- Type / Class
- Equity / COM
- Total 13F shares
- 4,605,033
- Share change
- +407,525
- Total reported value
- $106,062,624
- Price per share
- $23.06
- Number of holders
- 81
- Value change
- +$11,264,191
- Number of buys
- 57
- Number of sells
- 23
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 |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
590,836
|
$10,782,757 | — | 30 Jun 2023 | |
| WASATCH ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
483,807
|
$8,829,478 | — | 30 Jun 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
454,517
|
$8,294,935 | — | 30 Jun 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
348,970
|
$6,368,703 | — | 30 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
343,300
|
$6,265,225 | — | 30 Jun 2023 | |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
13F
|
Company |
—
class O/S missing
|
330,248
|
$6,027,026 | — | 30 Jun 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
279,778
|
$5,105,949 | — | 30 Jun 2023 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
—
class O/S missing
|
207,497
|
$3,786,820 | — | 30 Jun 2023 | |
| GRATIA CAPITAL, LLC |
13F
|
Company |
—
class O/S missing
|
143,691
|
$2,622,362 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
114,163
|
$2,083,474 | — | 30 Jun 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
93,936
|
$1,714,332 | — | 30 Jun 2023 | |
| Uniplan Investment Counsel, Inc. |
13F
|
Company |
—
class O/S missing
|
87,506
|
$1,596,000 | — | 30 Jun 2023 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
82,905
|
$1,513,016 | — | 30 Jun 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
80,940
|
$1,477,155 | — | 30 Jun 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
61,317
|
$1,119,035 | — | 30 Jun 2023 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
55,400
|
$1,011,050 | — | 30 Jun 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
51,405
|
$938,141 | — | 30 Jun 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
47,664
|
$869,868 | — | 30 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
44,994
|
$821,140 | — | 30 Jun 2023 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
35,849
|
$654,245 | — | 30 Jun 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
31,413
|
$569,000 | — | 30 Jun 2023 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
29,450
|
$539,966 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
29,033
|
$529,853 | — | 30 Jun 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
17,322
|
$316,127 | — | 30 Jun 2023 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
16,282
|
$316,000 | — | 30 Jun 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
15,982
|
$291,672 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
15,348
|
$280,101 | — | 30 Jun 2023 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
15,194
|
$277,291 | — | 30 Jun 2023 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
—
class O/S missing
|
12,121
|
$221,212 | — | 30 Jun 2023 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
—
class O/S missing
|
10,800
|
$197,100 | — | 30 Jun 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
10,476
|
$191,187 | — | 30 Jun 2023 | |
| PERRITT CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
10,000
|
$182,500 | — | 30 Jun 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
7,396
|
$134,977 | — | 30 Jun 2023 | |
| Ann T. Sabahat |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
5,000
|
$110,439 | — | 20 Sep 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
5,868
|
$107,000 | — | 30 Jun 2023 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
4,953
|
$90,392 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
4,551
|
$83,056 | — | 30 Jun 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
4,141
|
$75,574 | — | 30 Jun 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
3,381
|
$61,703 | — | 30 Jun 2023 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
2,749
|
$50,169 | — | 30 Jun 2023 | |
| STRS OHIO |
13F
|
Company |
—
class O/S missing
|
2,700
|
$49,000 | — | 30 Jun 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
1,900
|
$34,675 | — | 30 Jun 2023 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
1,885
|
$34,401 | — | 30 Jun 2023 | |
| DENALI ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
1,100
|
$20,075 | — | 30 Jun 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
1,049
|
$19,144 | — | 30 Jun 2023 | |
| AMALGAMATED BANK |
13F
|
Company |
—
class O/S missing
|
821
|
$15,000 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
782
|
$14,272 | — | 30 Jun 2023 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
604
|
$11,023 | — | 30 Jun 2023 | |
| MEEDER ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
525
|
$9,582 | — | 30 Jun 2023 | |
| Blue Trust, Inc. |
13F
|
Company |
—
class O/S missing
|
500
|
$7,000 | — | 30 Jun 2023 |
Institutional Holders of Karat Packaging Inc. - COM (KRT) as of Q3 2023
As of 30 Sep 2023,
Karat Packaging Inc. - COM (KRT) was held by
81 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,605,033 shares.
The largest 10 holders included
WELLINGTON MANAGEMENT GROUP LLP, AMERIPRISE FINANCIAL INC, WASATCH ADVISORS LP, AMERICAN CENTURY COMPANIES INC, VANGUARD GROUP INC, BlackRock Inc., GRATIA CAPITAL, LLC, ACADIAN ASSET MANAGEMENT LLC, KORNITZER CAPITAL MANAGEMENT INC /KS, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
81
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
51
Q3 2023 holders
81
Holder diff
30
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 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.