Security key
48563L101
- Type / Class
- Equity / COM
- Total 13F shares
- 5,300,457
- Share change
- -89,386
- Total reported value
- $138,327,208
- Price per share
- $26.58
- Number of holders
- 104
- Value change
- -$2,535,630
- Number of buys
- 43
- Number of sells
- 37
Report period
Q1 2025
Institutions
104
Top holders
10
KRT full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
Karat Packaging Inc. SEC filings
Karat Packaging Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 48563L101
Recent filing periods:
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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
435,993
|
$13,193,148 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
398,262
|
$12,051,408 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
377,404
|
$11,420,245 | — | 31 Dec 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
346,160
|
$10,474,802 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
345,515
|
$10,455,284 | — | 31 Dec 2024 | |
| WASATCH ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
274,652
|
$8,310,970 | — | 31 Dec 2024 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
225,472
|
$6,820,000 | — | 31 Dec 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
187,549
|
$5,675,233 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
182,271
|
$5,516,897 | — | 31 Dec 2024 | |
| Ranger Investment Management, L.P. |
13F
|
Company |
—
class O/S missing
|
156,210
|
$4,726,915 | — | 31 Dec 2024 | |
| De Lisle Partners LLP |
13F
|
Company |
—
class O/S missing
|
149,143
|
$4,510,830 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
145,946
|
$4,415,760 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
136,793
|
$4,139,365 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
120,621
|
$3,649,991 | — | 31 Dec 2024 | |
| Boston Partners |
13F
|
Company |
—
class O/S missing
|
109,616
|
$3,316,980 | — | 31 Dec 2024 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
104,520
|
$3,163,000 | — | 31 Dec 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
84,038
|
$2,542,990 | — | 31 Dec 2024 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
—
class O/S missing
|
79,645
|
$2,410,064 | — | 31 Dec 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
65,677
|
$1,988,000 | — | 31 Dec 2024 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
—
class O/S missing
|
58,461
|
$1,769,030 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
56,330
|
$1,704,546 | — | 31 Dec 2024 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
55,711
|
$1,685,815 | — | 31 Dec 2024 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
53,500
|
$1,618,910 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
46,814
|
$1,416,605 | — | 31 Dec 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
40,815
|
$1,235,062 | — | 31 Dec 2024 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
38,600
|
$1,168,039 | — | 31 Dec 2024 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
38,063
|
$1,151,787 | — | 31 Dec 2024 | |
| Independent Advisor Alliance |
13F
|
Company |
—
class O/S missing
|
37,595
|
$1,137,631 | — | 31 Dec 2024 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
—
class O/S missing
|
37,044
|
$1,121,000 | — | 31 Dec 2024 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
36,704
|
$1,110,663 | — | 31 Dec 2024 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
35,847
|
$1,084,000 | — | 31 Dec 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
34,666
|
$1,049,000 | — | 31 Dec 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
34,566
|
$1,045,967 | — | 31 Dec 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
34,344
|
$1,039,249 | — | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
32,809
|
$992,800 | — | 31 Dec 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
—
class O/S missing
|
31,005
|
$938,211 | — | 31 Dec 2024 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
26,200
|
$792,812 | — | 31 Dec 2024 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
25,849
|
$782,190 | — | 31 Dec 2024 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
24,586
|
$743,977 | — | 31 Dec 2024 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
24,300
|
$735,318 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
23,881
|
$722,639 | — | 31 Dec 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
21,638
|
$654,765 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
19,720
|
$596,727 | — | 31 Dec 2024 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
17,347
|
$524,921 | — | 31 Dec 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
15,858
|
$479,863 | — | 31 Dec 2024 | |
| Kings Path Partners LLC |
13F
|
Company |
—
class O/S missing
|
15,692
|
$474,840 | — | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
14,421
|
$436,380 | — | 31 Dec 2024 | |
| BAILARD, INC. |
13F
|
Company |
—
class O/S missing
|
12,573
|
$380,459 | — | 31 Dec 2024 | |
| Trexquant Investment LP |
13F
|
Company |
—
class O/S missing
|
11,636
|
$352,105 | — | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
11,217
|
$339,426 | — | 31 Dec 2024 |
Institutional Holders of Karat Packaging Inc. - COM (KRT) as of Q1 2025
As of 31 Mar 2025,
Karat Packaging Inc. - COM (KRT) was held by
104 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,300,457 shares.
The largest 10 holders included
BlackRock, Inc., UBS Group AG, VANGUARD GROUP INC, Nuveen, LLC, WASATCH ADVISORS LP, WELLINGTON MANAGEMENT GROUP LLP, AMERIPRISE FINANCIAL INC, ACADIAN ASSET MANAGEMENT LLC, AMERICAN CENTURY COMPANIES INC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
104
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
102
Q1 2025 holders
104
Holder diff
2
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.