Karat Packaging Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 435,966 | $11.29 M | 100.00% | 2.18% |
WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 424,860 | $11.00 M | -4.82% | 2.12% |
VANGUARD GROUP INC | 11/13/2024 | 365,067 | $9.45 M | 1.88% | 1.82% |
AMERIPRISE FINANCIAL INC | 11/14/2024 | 358,681 | $9.29 M | 1.91% | 1.79% |
UBS GROUP AG | 11/14/2024 | 311,104 | $8.05 M | 3.05% | 1.55% |
WASATCH ADVISORS LP | 11/14/2024 | 282,582 | $7.32 M | -2.13% | 1.41% |
ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 220,699 | $5.71 M | -22.09% | 1.10% |
AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 181,325 | $4.69 M | -30.75% | 0.91% |
GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 178,645 | $4.63 M | 15.53% | 0.89% |
BANK OF NEW YORK MELLON CORP | 11/12/2024 | 167,561 | $4.34 M | -1.61% | 0.84% |
RANGER INVESTMENT MANAGEMENT, L.P. | 11/04/2024 | 157,735 | $4.08 M | 100.00% | 0.79% |
DE LISLE PARTNERS LLP | 11/14/2024 | 149,143 | $3.86 M | 0.00% | 0.75% |
LSV ASSET MANAGEMENT | 11/12/2024 | 135,920 | $3.52 M | 70.43% | 0.68% |
DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 133,270 | $3.45 M | 9.71% | 0.67% |
KORNITZER CAPITAL MANAGEMENT INC /KS | 10/31/2024 | 126,657 | $3.28 M | 0.00% | 0.63% |
STATE STREET CORP | 11/14/2024 | 120,919 | $3.13 M | 0.04% | 0.60% |
BOSTON PARTNERS | 11/12/2024 | 111,548 | $2.89 M | 6.99% | 0.56% |
BARCLAYS PLC | 11/19/2024 | 71,153 | $1.84 M | 12.51% | 0.36% |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 62,852 | $1.69 M | -10.58% | 0.31% |
RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 62,226 | $1.61 M | 100.00% | 0.31% |
PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 61,832 | $1.60 M | 0.11% | 0.31% |
JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 54,333 | $1.41 M | 52.10% | 0.27% |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 53,500 | $1.39 M | 0.00% | 0.27% |
LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 44,204 | $1.14 M | -30.87% | 0.22% |
CI PRIVATE WEALTH, LLC | 11/12/2024 | 43,022 | $1.11 M | -23.86% | 0.21% |
AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 42,467 | $1.10 M | -63.70% | 0.21% |
MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 40,298 | $1.04 M | 93.64% | 0.20% |
RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 38,115 | $986,797 | 13.73% | 0.19% |
INDEPENDENT ADVISOR ALLIANCE | 11/13/2024 | 38,015 | $984,206 | 0.34% | 0.19% |
GSA CAPITAL PARTNERS LLP | 11/05/2024 | 34,366 | $890,000 | 186.36% | 0.17% |
MORGAN STANLEY | 11/14/2024 | 33,935 | $878,581 | 117.14% | 0.17% |
LPL FINANCIAL LLC | 11/08/2024 | 33,509 | $867,548 | -16.12% | 0.17% |
JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 28,488 | $738,000 | 4.20% | 0.14% |
LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 27,010 | $699,000 | 104.84% | 0.13% |
TWO SIGMA ADVISERS, LP | 11/14/2024 | 27,000 | $699,030 | -18.18% | 0.13% |
RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 26,995 | $698,904 | -17.66% | 0.13% |
JANUS HENDERSON GROUP PLC | 11/14/2024 | 26,567 | $687,820 | 7.09% | 0.13% |
ANCORA ADVISORS, LLC | 11/14/2024 | 25,974 | $672,466 | 0.00% | 0.13% |
STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 24,187 | $626,201 | 17.49% | 0.12% |
FIRST TRUST ADVISORS LP | 11/13/2024 | 23,896 | $618,667 | 100.00% | 0.12% |
ELLSWORTH ADVISORS, LLC | 10/16/2024 | 21,783 | $563,962 | 6.77% | 0.11% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 19,720 | $510,551 | 5.64% | 0.10% |
CITADEL ADVISORS LLC | 11/14/2024 | 17,973 | $465,321 | 71.02% | 0.09% |
TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 17,738 | $459,237 | -5.70% | 0.09% |
SEI INVESTMENTS CO | 11/12/2024 | 15,902 | $411,703 | -68.61% | 0.08% |
KINGS PATH PARTNERS LLC | 10/10/2024 | 15,498 | $401,243 | 100.00% | 0.08% |
GOLDMAN SACHS GROUP INC | 11/14/2024 | 13,777 | $356,687 | 100.00% | 0.07% |
BAILARD, INC. | 10/30/2024 | 12,636 | $327,146 | -25.42% | 0.06% |
QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 12,115 | $313,657 | 4.66% | 0.06% |
SQUAREPOINT OPS LLC | 11/14/2024 | 11,752 | $304,259 | 100.00% | 0.06% |
Karat Packaging Inc.institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of Karat Packaging Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 435,966
WELLINGTON MANAGEMENT GROUP LLP: 424,860
VANGUARD GROUP INC: 365,067
AMERIPRISE FINANCIAL INC: 358,681
UBS Group AG: 311,104
WASATCH ADVISORS LP: 282,582
25.60% of Karat Packaging Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.47 M shares in the last 24 months. This purchase volume represents approximately $164.72 M in transactions.