Recent Quarter Total Invested
$154.39 M
Recent Quarter Institutional Ownership Percentage
26.14%
Total Invested of Last Quarter
$146.72 M
Ownership Percentage of Last Quarter
25.77%
Karat Packaging Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 446,360 | $13.20 M | -3.54% | 2.24% |
| BLACKROCK INC. | 08/13/2024 | 408,240 | $12.08 M | 12.35% | 2.04% |
| VANGUARD GROUP INC | 08/13/2024 | 358,330 | $10.60 M | 2.77% | 1.79% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 351,968 | $10.41 M | -0.68% | 1.76% |
| UBS GROUP AG | 08/14/2024 | 301,904 | $8.93 M | 9.83% | 1.51% |
| WASATCH ADVISORS LP | 08/14/2024 | 288,733 | $8.54 M | -11.21% | 1.45% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 283,278 | $8.38 M | 8.16% | 1.42% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 261,832 | $7.74 M | -15.69% | 1.31% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 170,310 | $5.04 M | 2.66% | 0.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 154,625 | $4.57 M | 8.78% | 0.77% |
| DE LISLE PARTNERS LLP | 08/09/2024 | 149,143 | $4.40 M | 0.00% | 0.75% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 08/02/2024 | 126,657 | $3.75 M | 0.00% | 0.63% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 121,473 | $3.59 M | 2.88% | 0.61% |
| STATE STREET CORP | 08/14/2024 | 120,865 | $3.58 M | -0.39% | 0.61% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 116,980 | $3.46 M | 37.77% | 0.59% |
| BOSTON PARTNERS | 08/14/2024 | 104,265 | $3.08 M | 100.00% | 0.52% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 08/14/2024 | 85,436 | $2.53 M | 0.10% | 0.43% |
| ZACKS INVESTMENT MANAGEMENT | 08/14/2024 | 85,097 | $2.52 M | 7.94% | 0.43% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2024 | 80,351 | $2.38 M | -3.43% | 0.40% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 79,753 | $2.36 M | 100.00% | 0.40% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 70,292 | $2.08 M | 9.75% | 0.35% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/05/2024 | 63,945 | $1.89 M | -27.18% | 0.32% |
| BARCLAYS PLC | 08/14/2024 | 63,242 | $1.87 M | 95.65% | 0.32% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 61,765 | $1.83 M | 0.35% | 0.31% |
| CI PRIVATE WEALTH, LLC | 08/13/2024 | 56,506 | $1.67 M | -15.47% | 0.28% |
| NORTHERN TRUST CORP | 08/14/2024 | 53,539 | $1.58 M | -0.97% | 0.27% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 53,500 | $1.58 M | -3.43% | 0.27% |
| SEI INVESTMENTS CO | 08/13/2024 | 50,656 | $1.50 M | -12.29% | 0.25% |
| LPL FINANCIAL LLC | 08/07/2024 | 39,949 | $1.18 M | 13.62% | 0.20% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 39,292 | $1.16 M | 100.00% | 0.20% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2024 | 37,888 | $1.12 M | 100.00% | 0.19% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 35,721 | $1.06 M | -3.25% | 0.18% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 33,515 | $991,374 | 8.76% | 0.17% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 33,000 | $976,140 | -34.13% | 0.17% |
| RITHOLTZ WEALTH MANAGEMENT | 08/01/2024 | 32,783 | $969,730 | 29.76% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 27,340 | $809,000 | 3.39% | 0.14% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 25,974 | $768,311 | -2.25% | 0.13% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 24,807 | $733,791 | 12.02% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 20,811 | $615,589 | -59.37% | 0.10% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2024 | 20,587 | $608,963 | -2.43% | 0.10% |
| ELLSWORTH ADVISORS, LLC | 07/18/2024 | 20,402 | $603,483 | 7.01% | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 18,810 | $556,400 | -56.76% | 0.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 18,667 | $552,170 | 0.00% | 0.09% |
| BAILARD, INC. | 07/25/2024 | 16,943 | $501,174 | 26.04% | 0.08% |
| MORGAN STANLEY | 08/14/2024 | 15,628 | $462,280 | -24.33% | 0.08% |
| PERRITT CAPITAL MANAGEMENT INC | 08/07/2024 | 15,000 | $443,700 | -25.00% | 0.08% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 13,186 | $390,000 | 133.79% | 0.07% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 12,001 | $355,000 | -13.07% | 0.06% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 11,576 | $342,418 | -20.89% | 0.06% |
| STRS OHIO | 08/05/2024 | 11,500 | $340,170 | -31.55% | 0.06% |
Karat Packaging Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of KRT shares?
During the previous two years, 114 institutional investors and hedge funds held shares of Karat Packaging Inc.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 446,360
BlackRock Inc.: 408,240
VANGUARD GROUP INC: 358,330
AMERIPRISE FINANCIAL INC: 351,968
UBS Group AG: 301,904
WASATCH ADVISORS LP: 288,733
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What percentage of Karat Packaging Inc. stock is owned by institutional investors?
26.14% of Karat Packaging Inc. stock is owned by institutional investors.
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How much institutional buying is happening at KRT ?
Institutional investors have bought a total of 5.22 M shares in the last 24 months. This purchase volume represents approximately $134.85 M in transactions.