Karat Packaging Inc. - COM (KRT)

CUSIP: 48563L101

Q3 2023 13F Holders as of 30 Sep 2023

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?
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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
13F
WASATCH ADVISORS LP
13F
Company
class O/S missing
483,807
$8,829,478 30 Jun 2023
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
class O/S missing
454,517
$8,294,935 30 Jun 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
348,970
$6,368,703 30 Jun 2023
13F
BlackRock Finance, Inc.
13F
Company
class O/S missing
343,300
$6,265,225 30 Jun 2023
13F
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
13F
Company
class O/S missing
330,248
$6,027,026 30 Jun 2023
13F
VANGUARD GROUP INC
13F
Company
class O/S missing
279,778
$5,105,949 30 Jun 2023
13F
KORNITZER CAPITAL MANAGEMENT INC /KS
13F
Company
class O/S missing
207,497
$3,786,820 30 Jun 2023
13F
GRATIA CAPITAL, LLC
13F
Company
class O/S missing
143,691
$2,622,362 30 Jun 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
class O/S missing
114,163
$2,083,474 30 Jun 2023
13F
UBS Group AG
13F
Company
class O/S missing
93,936
$1,714,332 30 Jun 2023
13F
Uniplan Investment Counsel, Inc.
13F
Company
class O/S missing
87,506
$1,596,000 30 Jun 2023
13F
Ancora Advisors LLC
13F
Company
class O/S missing
82,905
$1,513,016 30 Jun 2023
13F
STATE STREET CORP
13F
Company
class O/S missing
80,940
$1,477,155 30 Jun 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
class O/S missing
61,317
$1,119,035 30 Jun 2023
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
class O/S missing
55,400
$1,011,050 30 Jun 2023
13F
SEI INVESTMENTS CO
13F
Company
class O/S missing
51,405
$938,141 30 Jun 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
47,664
$869,868 30 Jun 2023
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
44,994
$821,140 30 Jun 2023
13F
BARCLAYS PLC
13F
Company
class O/S missing
35,849
$654,245 30 Jun 2023
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
class O/S missing
31,413
$569,000 30 Jun 2023
13F
BANK OF MONTREAL /CAN/
13F
Company
class O/S missing
29,450
$539,966 30 Jun 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
29,033
$529,853 30 Jun 2023
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
17,322
$316,127 30 Jun 2023
13F
Crossmark Global Holdings, Inc.
13F
Company
class O/S missing
16,282
$316,000 30 Jun 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
15,982
$291,672 30 Jun 2023
13F
MORGAN STANLEY
13F
Company
class O/S missing
15,348
$280,101 30 Jun 2023
13F
MARSHALL WACE, LLP
13F
Company
class O/S missing
15,194
$277,291 30 Jun 2023
13F
BLAIR WILLIAM & CO/IL
13F
Company
class O/S missing
12,121
$221,212 30 Jun 2023
13F
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
13F
Company
class O/S missing
10,800
$197,100 30 Jun 2023
13F
CITADEL ADVISORS LLC
13F
Company
class O/S missing
10,476
$191,187 30 Jun 2023
13F
PERRITT CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
10,000
$182,500 30 Jun 2023
13F
RHUMBLINE ADVISERS
13F
Company
class O/S missing
7,396
$134,977 30 Jun 2023
13F
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
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
class O/S missing
4,953
$90,392 30 Jun 2023
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
4,551
$83,056 30 Jun 2023
13F
DEUTSCHE BANK AG\
13F
Company
class O/S missing
4,141
$75,574 30 Jun 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
3,381
$61,703 30 Jun 2023
13F
AMERICAN INTERNATIONAL GROUP, INC.
13F
Company
class O/S missing
2,749
$50,169 30 Jun 2023
13F
STRS OHIO
13F
Company
class O/S missing
2,700
$49,000 30 Jun 2023
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
class O/S missing
1,900
$34,675 30 Jun 2023
13F
CITIGROUP INC
13F
Company
class O/S missing
1,885
$34,401 30 Jun 2023
13F
DENALI ADVISORS LLC
13F
Company
class O/S missing
1,100
$20,075 30 Jun 2023
13F
Tower Research Capital LLC (TRC)
13F
Company
class O/S missing
1,049
$19,144 30 Jun 2023
13F
AMALGAMATED BANK
13F
Company
class O/S missing
821
$15,000 30 Jun 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
782
$14,272 30 Jun 2023
13F
Legal & General Group Plc
13F
Company
class O/S missing
604
$11,023 30 Jun 2023
13F
MEEDER ASSET MANAGEMENT INC
13F
Company
class O/S missing
525
$9,582 30 Jun 2023
13F
Blue Trust, Inc.
13F
Company
class O/S missing
500
$7,000 30 Jun 2023
13F

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.
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