- Type / Class
- Equity / COM
- Total 13F shares
- 6,367,719
- Share change
- +1,056,555
- Total reported value
- $179,293,805
- Price per share
- $28.16
- Number of holders
- 128
- Value change
- +$30,208,120
- Number of buys
- 89
- Number of sells
- 29
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 |
|---|---|---|---|---|---|---|---|---|
| Alan Yu |
3/4/5
|
Chief Executive Officer, Director, 10%+ Owner |
—
mixed-class rows
|
6,099,305
mixed-class rows
|
$164,882,693 | -$23,287,500 | 27 Jun 2025 | |
| Marvin Cheng |
3/4/5
|
VP-Manufacturing, Secy, 10%+ Owner |
—
class O/S missing
|
5,257,272
|
$141,946,344 | -$23,287,500 | 27 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
431,575
|
$11,471,264 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
396,872
|
$10,548,858 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
392,778
|
$10,440,039 | — | 31 Mar 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
320,344
|
$8,514,744 | — | 31 Mar 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
272,733
|
$7,249,243 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
256,929
|
$6,829,172 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
—
class O/S missing
|
353,427
|
$6,798,885 | — | 31 Mar 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
245,734
|
$6,529,000 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
212,340
|
$5,643,997 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
172,916
|
$4,597,320 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
156,605
|
$4,163,678 | — | 31 Mar 2025 | |
| Ranger Investment Management, L.P. |
13F
|
Company |
—
class O/S missing
|
155,840
|
$4,142,227 | — | 31 Mar 2025 | |
| De Lisle Partners LLP |
13F
|
Company |
—
class O/S missing
|
149,143
|
$3,977,644 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
132,440
|
$3,520,265 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
121,021
|
$3,216,738 | — | 31 Mar 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
114,707
|
$3,049,000 | — | 31 Mar 2025 | |
| Boston Partners |
13F
|
Company |
—
class O/S missing
|
107,179
|
$2,848,820 | — | 31 Mar 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
—
class O/S missing
|
89,028
|
$2,366,352 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
72,284
|
$1,921,309 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
65,360
|
$1,738,000 | — | 31 Mar 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
—
class O/S missing
|
59,768
|
$1,588,633 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
55,650
|
$1,479,177 | — | 31 Mar 2025 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
53,500
|
$1,422,030 | — | 31 Mar 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
44,412
|
$1,180,471 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
44,208
|
$1,175,049 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
43,915
|
$1,167,261 | — | 31 Mar 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
39,620
|
$1,053,000 | — | 31 Mar 2025 | |
| Independent Advisor Alliance |
13F
|
Company |
—
class O/S missing
|
38,654
|
$1,027,431 | — | 31 Mar 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
37,599
|
$999,000 | — | 31 Mar 2025 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
—
class O/S missing
|
37,100
|
$986,000 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
36,269
|
$964,030 | — | 31 Mar 2025 | |
| Daniel Quire |
3/4/5
|
Chief Revenue Officer |
—
mixed-class rows
|
25,696
mixed-class rows
|
$949,003 | — | 12 May 2025 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
34,677
|
$921,714 | — | 31 Mar 2025 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
30,630
|
$814,144 | — | 31 Mar 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
—
class O/S missing
|
28,828
|
$785,563 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
28,853
|
$766,913 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
28,565
|
$759,258 | — | 31 Mar 2025 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
27,244
|
$724,146 | — | 31 Mar 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
26,200
|
$696,396 | — | 31 Mar 2025 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
25,948
|
$689,698 | — | 31 Mar 2025 | |
| Trexquant Investment LP |
13F
|
Company |
—
class O/S missing
|
24,698
|
$656,473 | — | 31 Mar 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
23,000
|
$611,340 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
21,231
|
$564,319 | — | 31 Mar 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
20,078
|
$533,674 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
19,771
|
$525,513 | — | 31 Mar 2025 | |
| State of Tennessee, Department of Treasury |
13F
|
Company |
—
class O/S missing
|
16,903
|
$449,282 | — | 31 Mar 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
16,131
|
$429,000 | — | 31 Mar 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
14,519
|
$385,915 | — | 31 Mar 2025 |
Institutional Holders of Karat Packaging Inc. - COM (KRT) as of Q2 2025
As of 30 Jun 2025,
Karat Packaging Inc. - COM (KRT) was held by
128 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,367,719 shares.
The largest 10 holders included
UBS Group AG, BlackRock, Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, Ranger Investment Management, L.P., MILLENNIUM MANAGEMENT LLC, ACADIAN ASSET MANAGEMENT LLC, De Lisle Partners LLP, AMERICAN CENTURY COMPANIES INC, and CITADEL ADVISORS LLC.
This page lists
128
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
104
Q2 2025 holders
128
Holder diff
24
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 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.