Security key
48563L101
- 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
Report period
Q3 2024
Institutions
99
Top holders
10
KRT full security history
Newer quarter: Q4 2024
Previous quarter: Q2 2024
Karat Packaging Inc. SEC filings
Karat Packaging Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 48563L101
Recent filing periods:
Ownership snapshot
Top shareholders of KRT - Karat Packaging Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
Lead holder
WELLINGTON MANAGEMENT GROUP LLP
13D/G signal
—
Evidence rows
50
Latest as of
30 Jun 2024
13F
Highest disclosed value: $13,203,329
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
—
class O/S missing
|
$13,203,329
446,360 shares
|
— | 30 Jun 2024 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$12,075,739
408,240 shares
|
— | 30 Jun 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$10,599,402
358,330 shares
|
— | 30 Jun 2024 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$10,411,214
351,968 shares
|
— | 30 Jun 2024 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$8,930,320
301,904 shares
|
— | 30 Jun 2024 |
| WASATCH ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$8,540,722
288,733 shares
|
— | 30 Jun 2024 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$8,375,000
283,278 shares
|
— | 30 Jun 2024 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
—
class O/S missing
|
$7,744,991
261,832 shares
|
— | 30 Jun 2024 |
| Bank of New York Mellon Corp |
13F
Company
|
—
class O/S missing
|
$5,037,781
170,310 shares
|
— | 30 Jun 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$4,574,242
154,625 shares
|
— | 30 Jun 2024 |
| De Lisle Partners LLP |
13F
Company
|
—
class O/S missing
|
$4,397,481
149,143 shares
|
— | 30 Jun 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
Company
|
—
class O/S missing
|
$3,746,514
126,657 shares
|
— | 30 Jun 2024 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$3,591,737
121,473 shares
|
— | 30 Jun 2024 |
| STATE STREET CORP |
13F
Company
|
—
class O/S missing
|
$3,575,187
120,865 shares
|
— | 30 Jun 2024 |
| AQR CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$3,460,268
116,980 shares
|
— | 30 Jun 2024 |
| Boston Partners |
13F
Company
|
—
class O/S missing
|
$3,084,160
104,265 shares
|
— | 30 Jun 2024 |
| Uniplan Investment Counsel, Inc. |
13F
Company
|
—
class O/S missing
|
$2,527,000
85,436 shares
|
— | 30 Jun 2024 |
| ZACKS INVESTMENT MANAGEMENT |
13F
Company
|
—
class O/S missing
|
$2,517,173
85,097 shares
|
— | 30 Jun 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
Company
|
—
class O/S missing
|
$2,376,783
80,351 shares
|
— | 30 Jun 2024 |
| LSV ASSET MANAGEMENT |
13F
Company
|
—
class O/S missing
|
$2,359,000
79,753 shares
|
— | 30 Jun 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$2,079,237
70,292 shares
|
— | 30 Jun 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$1,891,493
63,945 shares
|
— | 30 Jun 2024 |
| BARCLAYS PLC |
13F
Company
|
—
class O/S missing
|
$1,870,698
63,242 shares
|
— | 30 Jun 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
Company
|
—
class O/S missing
|
$1,828,000
61,765 shares
|
— | 30 Jun 2024 |
| Corient Private Wealth LLC |
13F
Company
|
—
class O/S missing
|
$1,671,451
56,506 shares
|
— | 30 Jun 2024 |
| NORTHERN TRUST CORP |
13F
Company
|
—
class O/S missing
|
$1,583,683
53,539 shares
|
— | 30 Jun 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
Company
|
—
class O/S missing
|
$1,582,530
53,500 shares
|
— | 30 Jun 2024 |
| SEI INVESTMENTS CO |
13F
Company
|
—
class O/S missing
|
$1,498,404
50,656 shares
|
— | 30 Jun 2024 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$1,181,691
39,949 shares
|
— | 30 Jun 2024 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
—
class O/S missing
|
$1,162,257
39,292 shares
|
— | 30 Jun 2024 |
| Independent Advisor Alliance |
13F
Company
|
—
class O/S missing
|
$1,120,732
37,888 shares
|
— | 30 Jun 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
Company
|
—
class O/S missing
|
$1,056,627
35,721 shares
|
— | 30 Jun 2024 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
—
class O/S missing
|
$991,374
33,515 shares
|
— | 30 Jun 2024 |
| TWO SIGMA ADVISERS, LP |
13F
Company
|
—
class O/S missing
|
$976,140
33,000 shares
|
— | 30 Jun 2024 |
| RITHOLTZ WEALTH MANAGEMENT |
13F
Company
|
—
class O/S missing
|
$969,730
32,783 shares
|
— | 30 Jun 2024 |
| Janney Montgomery Scott LLC |
13F
Company
|
—
class O/S missing
|
$809,000
27,340 shares
|
— | 30 Jun 2024 |
| Ancora Advisors LLC |
13F
Company
|
—
class O/S missing
|
$768,311
25,974 shares
|
— | 30 Jun 2024 |
| JANUS HENDERSON GROUP PLC |
13F
Company
|
—
class O/S missing
|
$733,791
24,807 shares
|
— | 30 Jun 2024 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$615,589
20,811 shares
|
— | 30 Jun 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
Company
|
—
class O/S missing
|
$608,963
20,587 shares
|
— | 30 Jun 2024 |
| Ellsworth Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$603,483
20,402 shares
|
— | 30 Jun 2024 |
| TWO SIGMA INVESTMENTS, LP |
13F
Company
|
—
class O/S missing
|
$556,400
18,810 shares
|
— | 30 Jun 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$552,170
18,667 shares
|
— | 30 Jun 2024 |
| BAILARD, INC. |
13F
Company
|
—
class O/S missing
|
$501,174
16,943 shares
|
— | 30 Jun 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$462,280
15,628 shares
|
— | 30 Jun 2024 |
| PERRITT CAPITAL MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$443,700
15,000 shares
|
— | 30 Jun 2024 |
| LAZARD ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$390,000
13,186 shares
|
— | 30 Jun 2024 |
| GSA CAPITAL PARTNERS LLP |
13F
Company
|
—
class O/S missing
|
$355,000
12,001 shares
|
— | 30 Jun 2024 |
| Qube Research & Technologies Ltd |
13F
Company
|
—
class O/S missing
|
$342,418
11,576 shares
|
— | 30 Jun 2024 |
| STRS OHIO |
13F
Company
|
—
class O/S missing
|
$340,170
11,500 shares
|
— | 30 Jun 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
99
Shares
5,128,138
Rows loaded
99
| 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.