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Karat Packaging Inc (KRT)

CUSIP: 48563L101 | NYSE | Consumer Cyclical · Packaging & Containers | Small Cap | 269 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Geode Capital Management, LLC282,662
0.0% of portfolio›$14.9M
Dimensional Fund Advisors LP248,874
0.0% of portfolio›$13.1M
Ranger Investment Management, L.P.213,937
1.1% of portfolio›$11.2M
Mawer Investment Management Ltd.208,330
0.1% of portfolio›$10.9M
CWA Asset Management Group, LLC185,066
0.3% of portfolio›$9.7M
Russell Investments Group, Ltd.169,446
0.0% of portfolio›$8.9M
Bank of New York Mellon Corp159,206
0.0% of portfolio›$8.4M
North Star Investment Management Corp.97,000
0.3% of portfolio›$5.1M
KTF Investments, LLC63,560
0.4% of portfolio›$3.3M
Inspire Investing, LLC61,286
0.1% of portfolio›$3.2M
Nilsine Partners, LLC37,434
0.1% of portfolio›$2.0M
Ritholtz Wealth Management31,740
0.0% of portfolio›$1.7M
Creative Planning28,138
0.0% of portfolio›$1.5M
Merit Financial Group, LLC18,512
0.0% of portfolio›$972.8K
Kings Path Partners LLC12,590
0.2% of portfolio›$661.6K
Bailard, Inc.8,860
0.0% of portfolio›$465.6K
Moran Wealth Management, LLC8,563
0.0% of portfolio›$450.0K
Bokf, NA8,457
0.0% of portfolio›$444.4K
LPL Financial LLC8,039
0.0% of portfolio›$422.4K
Cambridge Investment Research Advisors, Inc.7,855
0.0% of portfolio›$413
Wealth Enhancement Advisory Services, LLC7,649
0.0% of portfolio›$411.5K
Deutsche Bank Ag\7,531
0.0% of portfolio›$395.8K
State of Wyoming6,504
0.0% of portfolio›$341.8K
Compass Financial Management LLC6,503
0.0% of portfolio›$341.7K
Diversified Trust Co4,413
0.0% of portfolio›$231.9K
Revisor Wealth Management LLC3,982
0.1% of portfolio›$210.8K
Barclays PLC3,317
0.0% of portfolio›$174.3K
Copeland Capital Management, LLC2,138
0.0% of portfolio›$112.4K
GK Wealth Management LLC2,019
0.1% of portfolio›$106.1K
Signaturefd, LLC1,526
0.0% of portfolio›$80.2K
USA Financial Formulas871
0.0% of portfolio›$45.8K
State of Alaska, Department of Revenue713
0.0% of portfolio›$37
Citigroup Inc663
0.0% of portfolio›$34.8K
Covestor Ltd557
0.0% of portfolio›$30
Valley National Advisers Inc500
0.0% of portfolio›$26.3K
Allworth Financial LP446
0.0% of portfolio›$14.9K
Financial Management Professionals, Inc.409
0.0% of portfolio›$21.5K
Farther Finance Advisors, LLC376
0.0% of portfolio›$19.8K
Parallel Advisors, LLC356
0.0% of portfolio›$18.7K
Sterling Capital Management LLC283
0.0% of portfolio›$14.9K
Triumph Capital Management220
0.0% of portfolio›$11.6K
EverSource Wealth Advisors, LLC208
0.0% of portfolio›$10.9K
Harbor Capital Advisors, Inc.207
0.0% of portfolio›$11
Larson Financial Group LLC205
0.0% of portfolio›$10.8K
IFP Advisors, Inc191
0.0% of portfolio›$10.0K
1620 Investment Advisors, Inc.135
0.0% of portfolio›$7.1K
Gamma Investing LLC121
0.0% of portfolio›$6.4K
Essential Partners LLC98
0.0% of portfolio›$5.2K
Clearstead Advisors, LLC78
0.0% of portfolio›$4.1K
True Wealth Design, LLC66
0.0% of portfolio›$3.5K
PNC Financial Services Group, Inc.65
0.0% of portfolio›$3.4K
Root Financial Partners, LLC63
0.0% of portfolio›$3.3K
SJS Investment Consulting Inc.63
0.0% of portfolio›$3.3K
SBI Securities Co., Ltd.50
0.0% of portfolio›$2.6K
Provenance Wealth Advisors, LLC31
0.0% of portfolio›$1.6K
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$0
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$53
StyleTurnoverLocationFiled
Geode Capital Management, LLC
282,662$14.9M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
248,874$13.1M0.0%IndexLowAustin, TX2026-11-04
Ranger Investment Management, L.P.
213,937$11.2M1.1%CoreMediumDallas, TX2026-11-06
Mawer Investment Management Ltd.
208,330$10.9M0.1%CoreMediumCalgary, Abu Dhabi2026-11-06
CWA Asset Management Group, LLC
185,066$9.7M0.3%CoreMediumNaples, FL2026-10-19
Russell Investments Group, Ltd.
169,446$8.9M0.0%CoreLowSeattle, WA2026-11-06
Bank of New York Mellon Corp
159,206$8.4M0.0%CoreLowNew York, NY2026-11-05
North Star Investment Management Corp.
97,000$5.1M0.3%CoreLowChicago, IL2026-10-27
KTF Investments, LLC
63,560$3.3M0.4%GrowthLowSeal Beach, CA2026-10-23
Inspire Investing, LLC
61,286$3.2M0.1%GARPHighMeridian, ID2026-10-22
Nilsine Partners, LLC
37,434$2.0M0.1%CoreMediumGreenwood Village, CO2026-11-02
Ritholtz Wealth Management
31,740$1.7M0.0%IndexLowNew York, NY2026-11-05
Creative Planning
28,138$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Merit Financial Group, LLC
18,512$972.8K0.0%ETFLowAlpharetta, GA2026-11-06
Kings Path Partners LLC
12,590$661.6K0.2%ETFVery LowSugar Land, TX2026-10-21
Bailard, Inc.
8,860$465.6K0.0%GrowthMediumFoster City, CA2026-10-13
Moran Wealth Management, LLC
8,563$450.0K0.0%CoreMediumNaples, FL2026-10-22
Bokf, NA
8,457$444.4K0.0%CoreLowTulsa, OK2026-10-27
LPL Financial LLC
8,039$422.4K0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
7,855$4130.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
7,649$411.5K0.0%CoreLowPlymouth, MN2026-10-13
Deutsche Bank Ag\
7,531$395.8K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
State of Wyoming
6,504$341.8K0.0%ValueHighCheyenne, WY2026-10-28
Compass Financial Management LLC
6,503$341.7K0.0%CoreN/ATampa, FL2026-10-30
Diversified Trust Co
4,413$231.9K0.0%CoreLowMemphis, TN2026-11-06
Revisor Wealth Management LLC
3,982$210.8K0.1%CoreLowAkron, OH2026-10-20
Barclays PLC
3,317$174.3K0.0%CoreMediumLondon, United Kingdom2026-11-06
Copeland Capital Management, LLC
2,138$112.4K0.0%ValueMediumConshohocken, PA2026-10-13
GK Wealth Management LLC
2,019$106.1K0.1%GARPVery HighReno, NV2026-10-09
Signaturefd, LLC
1,526$80.2K0.0%IndexLowAtlanta, GA2026-10-23
USA Financial Formulas
871$45.8K0.0%ETFVery HighAda, MI2026-10-16
State of Alaska, Department of Revenue
713$370.0%CoreVery LowJuneau, AK2026-10-15
Citigroup Inc
663$34.8K0.0%CoreMediumNew York, NY2026-11-04
Covestor Ltd
557$300.0%ValueHighLondon, United Kingdom2026-10-30
Valley National Advisers Inc
500$26.3K0.0%ETFLowBethlehem, PA2026-10-23
Allworth Financial LP
446$14.9K0.0%IndexLowFolsom, CA2026-11-06
Financial Management Professionals, Inc.
409$21.5K0.0%ETFMediumAustin, TX2026-10-23
Farther Finance Advisors, LLC
376$19.8K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
356$18.7K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
283$14.9K0.0%GARPMediumCharlotte, NC2026-10-22
Triumph Capital Management
220$11.6K0.0%ETFMediumDenver, CO2026-10-14
EverSource Wealth Advisors, LLC
208$10.9K0.0%CoreMediumBirmingham, AL2026-11-04
Harbor Capital Advisors, Inc.
207$110.0%ValueHighChicago, IL2026-10-22
Larson Financial Group LLC
205$10.8K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
191$10.0K0.0%GrowthLowTampa, FL2026-10-16
1620 Investment Advisors, Inc.
135$7.1K0.0%ValueLowPlymouth, MA2026-11-04
Gamma Investing LLC
121$6.4K0.0%IndexVery LowFoster City, CA2026-10-08
Essential Partners LLC
98$5.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Clearstead Advisors, LLC
78$4.1K0.0%ETFLowCleveland, OH2026-11-06
True Wealth Design, LLC
66$3.5K0.0%ETFMediumAkron, OH2026-10-13
PNC Financial Services Group, Inc.
65$3.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Root Financial Partners, LLC
63$3.3K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
63$3.3K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
50$2.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Provenance Wealth Advisors, LLC
31$1.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Capital Advisors, Ltd. LLC
2$00.0%ETFLowShaker Heights, OH2026-10-27
Caitong International Asset Management Co., Ltd
1$530.0%GrowthVery HighHong Kong, South Korea2026-10-29