- Type / Class
- Equity / COM
- Total 13F shares
- 6,397,693
- Share change
- +231,616
- Total reported value
- $144,421,298
- Price per share
- $22.57
- Number of holders
- 122
- Value change
- +$3,754,202
- Number of buys
- 75
- Number of sells
- 53
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
|
555,619
|
$14,007,155 | — | 30 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
477,450
|
$12,036,514 | — | 30 Sep 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
337,303
|
$8,500,000 | — | 30 Sep 2025 | |
| Ranger Investment Management, L.P. |
13F
|
Company |
—
class O/S missing
|
322,536
|
$8,131,133 | — | 30 Sep 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
259,186
|
$6,534,079 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
258,991
|
$6,529,163 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
251,912
|
$6,350,702 | — | 30 Sep 2025 | |
| De Lisle Partners LLP |
13F
|
Company |
—
class O/S missing
|
229,143
|
$5,777,841 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
199,897
|
$5,040,429 | — | 30 Sep 2025 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
—
class O/S missing
|
199,896
|
$5,039,378 | — | 30 Sep 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
—
class O/S missing
|
180,011
|
$4,538,094 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
176,960
|
$4,460,244 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
147,537
|
$3,719,413 | — | 30 Sep 2025 | |
| Boston Partners |
13F
|
Company |
—
class O/S missing
|
142,167
|
$3,584,030 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
131,213
|
$3,307,880 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
126,714
|
$3,194,460 | — | 30 Sep 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
104,694
|
$2,640,000 | — | 30 Sep 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
101,652
|
$2,562,647 | — | 30 Sep 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
—
class O/S missing
|
91,856
|
$2,315,690 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
79,430
|
$2,002,430 | — | 30 Sep 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
75,206
|
$1,895,943 | — | 30 Sep 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
74,700
|
$1,883,187 | — | 30 Sep 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
63,353
|
$1,597,129 | — | 30 Sep 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
62,264
|
$1,569,675 | — | 30 Sep 2025 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
61,515
|
$1,550,793 | — | 30 Sep 2025 | |
| Harel Insurance Investments & Financial Services Ltd. |
13F
|
Company |
—
class O/S missing
|
57,552
|
$1,447,000 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
54,554
|
$1,375,315 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
53,215
|
$1,341,550 | — | 30 Sep 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
51,985
|
$1,310,548 | — | 30 Sep 2025 | |
| Trexquant Investment LP |
13F
|
Company |
—
class O/S missing
|
44,571
|
$1,123,635 | — | 30 Sep 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
43,940
|
$1,107,727 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
41,664
|
$1,050,349 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
40,263
|
$1,015,030 | — | 30 Sep 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
39,580
|
$997,815 | — | 30 Sep 2025 | |
| Jian Guo |
3/4/5
|
Chief Financial Officer, Director |
—
mixed-class rows
|
76,112
mixed-class rows
|
$963,865 | +$30,092 | 12 Nov 2025 | |
| Daniel Quire |
3/4/5
|
Chief Revenue Officer |
—
mixed-class rows
|
25,696
mixed-class rows
|
$949,003 | — | 12 May 2025 | |
| Nuveen, LLC |
13F
|
Company |
—
class O/S missing
|
36,600
|
$922,686 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
35,838
|
$903,476 | — | 30 Sep 2025 | |
| Independent Advisor Alliance |
13F
|
Company |
—
class O/S missing
|
35,690
|
$899,735 | — | 30 Sep 2025 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
35,557
|
$896,392 | — | 30 Sep 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
34,600
|
$872,000 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
33,027
|
$832,611 | — | 30 Sep 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
—
class O/S missing
|
29,753
|
$750,073 | — | 30 Sep 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
26,837
|
$676,560 | — | 30 Sep 2025 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
25,427
|
$641,015 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
24,343
|
$613,687 | — | 30 Sep 2025 | |
| Engineers Gate Manager LP |
13F
|
Company |
—
class O/S missing
|
23,997
|
$604,965 | — | 30 Sep 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
22,400
|
$564,705 | — | 30 Sep 2025 |
Institutional Holders of Karat Packaging Inc. - COM (KRT) as of Q4 2025
As of 31 Dec 2025,
Karat Packaging Inc. - COM (KRT) was held by
122 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,397,693 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, Polar Asset Management Partners Inc., Ranger Investment Management, L.P., ACADIAN ASSET MANAGEMENT LLC, AMERICAN CENTURY COMPANIES INC, BANK OF MONTREAL /CAN/, De Lisle Partners LLP, KTF INVESTMENTS, LLC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
122
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
124
Q4 2025 holders
122
Holder diff
-2
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.