- Type / Class
- Equity / COM
- Total 13F shares
- 5,030,593
- Share change
- +425,560
- Total reported value
- $125,030,504
- Price per share
- $24.85
- Number of holders
- 94
- Value change
- +$11,014,367
- Number of buys
- 64
- Number of sells
- 30
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
|
572,936
|
$13,211,904 | — | 30 Sep 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
381,711
|
$8,802,256 | — | 30 Sep 2023 | |
| WASATCH ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
349,675
|
$8,063,506 | — | 30 Sep 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
348,408
|
$8,034,288 | — | 30 Sep 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
333,151
|
$7,682,462 | — | 30 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
295,697
|
$6,818,772 | — | 30 Sep 2023 | |
| GRATIA CAPITAL, LLC |
13F
|
Company |
—
class O/S missing
|
265,000
|
$6,110,900 | — | 30 Sep 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
183,620
|
$4,229,000 | — | 30 Sep 2023 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
—
class O/S missing
|
169,087
|
$3,899,146 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
120,850
|
$2,787,131 | — | 30 Sep 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
92,635
|
$2,136,163 | — | 30 Sep 2023 | |
| Uniplan Investment Counsel, Inc. |
13F
|
Company |
—
class O/S missing
|
93,270
|
$2,050,000 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
85,940
|
$1,981,776 | — | 30 Sep 2023 | |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
|
Company |
—
class O/S missing
|
84,014
|
$1,937,363 | — | 30 Sep 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
—
class O/S missing
|
74,339
|
$1,714,255 | — | 30 Sep 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
72,874
|
$1,680,474 | — | 30 Sep 2023 | |
| ZACKS INVESTMENT MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
67,218
|
$1,550,040 | — | 30 Sep 2023 | |
| Informed Momentum Co LLC |
13F
|
Company |
—
class O/S missing
|
60,268
|
$1,389,780 | — | 30 Sep 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
56,288
|
$1,298,001 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
56,211
|
$1,295,470 | — | 30 Sep 2023 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
55,400
|
$1,277,524 | — | 30 Sep 2023 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
50,881
|
$1,173,316 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
47,507
|
$1,095,511 | — | 30 Sep 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
46,384
|
$1,069,615 | — | 30 Sep 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
44,540
|
$1,027,092 | — | 30 Sep 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
35,400
|
$816,324 | — | 30 Sep 2023 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
33,714
|
$777,445 | — | 30 Sep 2023 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
30,322
|
$699,226 | — | 30 Sep 2023 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
27,782
|
$640,653 | — | 30 Sep 2023 | |
| Quadrature Capital Ltd |
13F
|
Company |
—
class O/S missing
|
27,090
|
$626,592 | — | 30 Sep 2023 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
26,772
|
$617,362 | — | 30 Sep 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
20,910
|
$482,184 | — | 30 Sep 2023 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
20,680
|
$477,000 | — | 30 Sep 2023 | |
| Aristides Capital LLC |
13F
|
Company |
—
class O/S missing
|
20,000
|
$461,200 | — | 30 Sep 2023 | |
| CHECK CAPITAL MANAGEMENT INC/CA |
13F
|
Company |
—
class O/S missing
|
20,000
|
$461,200 | — | 30 Sep 2023 | |
| PERRITT CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
20,000
|
$461,200 | — | 30 Sep 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
18,615
|
$429,000 | — | 30 Sep 2023 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
17,141
|
$395,272 | — | 30 Sep 2023 | |
| Ellsworth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
17,370
|
$379,525 | — | 30 Sep 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
16,299
|
$375,850 | — | 30 Sep 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
15,982
|
$368,545 | — | 30 Sep 2023 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
—
class O/S missing
|
15,253
|
$351,734 | — | 30 Sep 2023 | |
| Calamos Advisors LLC |
13F
|
Company |
—
class O/S missing
|
15,222
|
$351,019 | — | 30 Sep 2023 | |
| OCCUDO QUANTITATIVE STRATEGIES LP |
13F
|
Company |
—
class O/S missing
|
15,060
|
$347,284 | — | 30 Sep 2023 | |
| STRS OHIO |
13F
|
Company |
—
class O/S missing
|
14,500
|
$334,000 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
13,914
|
$320,858 | — | 30 Sep 2023 | |
| BAILARD, INC. |
13F
|
Company |
—
class O/S missing
|
13,443
|
$309,996 | — | 30 Sep 2023 | |
| Squarepoint Ops LLC |
13F
|
Company |
—
class O/S missing
|
13,158
|
$303,423 | — | 30 Sep 2023 | |
| Jump Financial, LLC |
13F
|
Company |
—
class O/S missing
|
12,105
|
$279,141 | — | 30 Sep 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
11,836
|
$272,938 | — | 30 Sep 2023 |
Institutional Holders of Karat Packaging Inc. - COM (KRT) as of Q4 2023
As of 31 Dec 2023,
Karat Packaging Inc. - COM (KRT) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,030,593 shares.
The largest 10 holders included
WELLINGTON MANAGEMENT GROUP LLP, AMERICAN CENTURY COMPANIES INC, AMERIPRISE FINANCIAL INC, BlackRock Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, ACADIAN ASSET MANAGEMENT LLC, UBS Group AG, KORNITZER CAPITAL MANAGEMENT INC /KS, and Bank of New York Mellon Corp.
This page lists
94
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
81
Q4 2023 holders
94
Holder diff
13
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 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.