- Type / Class
- Equity / COM
- Total 13F shares
- 5,128,138
- Share change
- -118,789
- Total reported value
- $132,821,291
- Price per share
- $25.89
- Number of holders
- 99
- Value change
- -$4,130,412
- Number of buys
- 55
- Number of sells
- 41
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
|
446,360
|
$13,203,329 | — | 30 Jun 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
408,240
|
$12,075,739 | — | 30 Jun 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
358,330
|
$10,599,402 | — | 30 Jun 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
351,968
|
$10,411,214 | — | 30 Jun 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
301,904
|
$8,930,320 | — | 30 Jun 2024 | |
| WASATCH ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
288,733
|
$8,540,722 | — | 30 Jun 2024 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
283,278
|
$8,375,000 | — | 30 Jun 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
261,832
|
$7,744,991 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
170,310
|
$5,037,781 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
154,625
|
$4,574,242 | — | 30 Jun 2024 | |
| De Lisle Partners LLP |
13F
|
Company |
—
class O/S missing
|
149,143
|
$4,397,481 | — | 30 Jun 2024 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
—
class O/S missing
|
126,657
|
$3,746,514 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
121,473
|
$3,591,737 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
120,865
|
$3,575,187 | — | 30 Jun 2024 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
116,980
|
$3,460,268 | — | 30 Jun 2024 | |
| Boston Partners |
13F
|
Company |
—
class O/S missing
|
104,265
|
$3,084,160 | — | 30 Jun 2024 | |
| Uniplan Investment Counsel, Inc. |
13F
|
Company |
—
class O/S missing
|
85,436
|
$2,527,000 | — | 30 Jun 2024 | |
| ZACKS INVESTMENT MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
85,097
|
$2,517,173 | — | 30 Jun 2024 | |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
|
Company |
—
class O/S missing
|
80,351
|
$2,376,783 | — | 30 Jun 2024 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
79,753
|
$2,359,000 | — | 30 Jun 2024 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
70,292
|
$2,079,237 | — | 30 Jun 2024 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
63,945
|
$1,891,493 | — | 30 Jun 2024 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
63,242
|
$1,870,698 | — | 30 Jun 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
61,765
|
$1,828,000 | — | 30 Jun 2024 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
56,506
|
$1,671,451 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
53,539
|
$1,583,683 | — | 30 Jun 2024 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
53,500
|
$1,582,530 | — | 30 Jun 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
50,656
|
$1,498,404 | — | 30 Jun 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
39,949
|
$1,181,691 | — | 30 Jun 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
39,292
|
$1,162,257 | — | 30 Jun 2024 | |
| Independent Advisor Alliance |
13F
|
Company |
—
class O/S missing
|
37,888
|
$1,120,732 | — | 30 Jun 2024 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
—
class O/S missing
|
35,721
|
$1,056,627 | — | 30 Jun 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
33,515
|
$991,374 | — | 30 Jun 2024 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
33,000
|
$976,140 | — | 30 Jun 2024 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
32,783
|
$969,730 | — | 30 Jun 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
27,340
|
$809,000 | — | 30 Jun 2024 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
25,974
|
$768,311 | — | 30 Jun 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
—
class O/S missing
|
24,807
|
$733,791 | — | 30 Jun 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
20,811
|
$615,589 | — | 30 Jun 2024 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
20,587
|
$608,963 | — | 30 Jun 2024 | |
| Ellsworth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
20,402
|
$603,483 | — | 30 Jun 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
18,810
|
$556,400 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
18,667
|
$552,170 | — | 30 Jun 2024 | |
| BAILARD, INC. |
13F
|
Company |
—
class O/S missing
|
16,943
|
$501,174 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
15,628
|
$462,280 | — | 30 Jun 2024 | |
| PERRITT CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
15,000
|
$443,700 | — | 30 Jun 2024 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
13,186
|
$390,000 | — | 30 Jun 2024 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
—
class O/S missing
|
12,001
|
$355,000 | — | 30 Jun 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
11,576
|
$342,418 | — | 30 Jun 2024 | |
| STRS OHIO |
13F
|
Company |
—
class O/S missing
|
11,500
|
$340,170 | — | 30 Jun 2024 |
Institutional Holders of Karat Packaging Inc. - COM (KRT) as of Q3 2024
As of 30 Sep 2024,
Karat Packaging Inc. - COM (KRT) was held by
99 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,128,138 shares.
The largest 10 holders included
BlackRock, Inc., WELLINGTON MANAGEMENT GROUP LLP, VANGUARD GROUP INC, AMERIPRISE FINANCIAL INC, UBS Group AG, WASATCH ADVISORS LP, ACADIAN ASSET MANAGEMENT LLC, AMERICAN CENTURY COMPANIES INC, GEODE CAPITAL MANAGEMENT, LLC, and Bank of New York Mellon Corp.
This page lists
99
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
101
Q3 2024 holders
99
Holder diff
-2
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 2024 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.