KRT — KARAT PACKAGING INC
Reported value held$90.49M
Funds holding (latest)31
SectorIndustrials
Funds holding (Q2 2026)27
Institutional value$76.40M · 2.45M sh
New / Add / Cut / Exit2 / 20 / 5 / 2
Top-5 / Top-10 concentration65.6% / 86.0%
Institutional holdings change
Accumulating +14.9%
(+317.80K sh)
Institutional value change
Up +36.5%
As of Q2 2026, 27 SEC-registered investment managers reported holding KRT (KARAT PACKAGING INC) in their latest 13F filings, with a combined reported value of $76.40M across 2.45M shares. That is +14.9% by share count (+317.80K shares) versus the previous quarter, while reported value moved +36.5%. Ownership is concentrated: the five largest holders account for 65.6% of reported value and the top ten for 86.0%.
Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 5 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
KRT is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 592.94K | $19.84M | 0.00% | Add |
| Geode Capital Management history | 291.93K | $9.77M | 0.00% | Add |
| Two Sigma Investments history | 228.32K | $7.64M | 0.01% | Add |
| AQR Capital Management history | 225.35K | $7.54M | 0.00% | Add |
| BNY Mellon history | 159.51K | $5.34M | 0.00% | Add |
| Citadel Advisors history | 157.07K | $5.26M | 0.01% | Add |
| Goldman Sachs Group history | 99.41K | $3.33M | 0.00% | Add |
| Northern Trust Corp history | 84.40K | $2.82M | 0.00% | Add |
| JPMorgan Chase & Co history | 78.90K | $2.59M | 0.00% | New |
| Point72 Asset Management history | 48.38K | $1.62M | 0.01% | Add |
| Marshall Wace history | 47.19K | $1.58M | 0.00% | Add |
| UBS Group AG history | 45.10K | $1.51M | 0.00% | Add |
| Millennium Management history | 43.48K | $1.45M | 0.00% | Reduce |
| Arrowstreet Capital history | 30.34K | $1.02M | 0.00% | Add |
| Renaissance Technologies history | 30.11K | $1.01M | 0.00% | Reduce |
| Morgan Stanley history | 25.23K | $844.37K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 23.51K | $786.58K | 0.00% | Add |
| D. E. Shaw & Co history | 18.91K | $632.63K | 0.00% | New |
| Invesco Ltd history | 14.27K | $477.61K | 0.00% | Add |
| Bank of America Corp history | 13.30K | $445.12K | 0.00% | Add |
| Wells Fargo & Co history | 10.22K | $342.09K | 0.00% | Reduce |
| Deutsche Bank AG history | 8.62K | $288.43K | 0.00% | Add |
| Citigroup Inc history | 4.48K | $149.94K | 0.00% | Add |
| Legal & General Investment Management America history | 2.25K | $75.32K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.36K | $45.54K | 0.00% | Add |
| T. Rowe Price Associates history | 165.86K | $5.55K | 0.00% | Add |
| PNC Financial Services history | 31 | $1.04K | 0.00% | Reduce |
Q1 2026 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 569.00K | $15.89M | 0.00% | Hold |
| Geode Capital Management history | 214.36K | $5.99M | 0.00% | Add |
| Two Sigma Investments history | 208.76K | $5.83M | 0.01% | Add |
| AQR Capital Management history | 163.31K | $4.56M | 0.00% | Add |
| BNY Mellon history | 155.62K | $4.34M | 0.00% | Reduce |
| Millennium Management history | 107.95K | $3.01M | 0.00% | Reduce |
| Citadel Advisors history | 94.58K | $2.64M | 0.00% | Add |
| Goldman Sachs Group history | 79.51K | $2.22M | 0.00% | Add |
| Northern Trust Corp history | 79.07K | $2.21M | 0.00% | Add |
| Morgan Stanley history | 53.32K | $1.49M | 0.00% | Reduce |
| Marshall Wace history | 42.58K | $1.19M | 0.00% | New |
| Renaissance Technologies history | 41.72K | $1.16M | 0.00% | Reduce |
| Wellington Management Group history | 35.67K | $995.91K | 0.00% | Add |
| Lazard Asset Management history | 27.68K | $772.77K | 0.00% | Add |
| UBS Group AG history | 24.71K | $690.01K | 0.00% | Reduce |
| Point72 Asset Management history | 24.49K | $683.65K | 0.00% | Add |
| Charles Schwab Investment Management history | 22.15K | $618.54K | 0.00% | Reduce |
| Wells Fargo & Co history | 18.05K | $504.09K | 0.00% | Add |
| Arrowstreet Capital history | 15.65K | $437.03K | 0.00% | New |
| Bank of America Corp history | 10.98K | $306.62K | 0.00% | Reduce |
| Invesco Ltd history | 7.42K | $207.28K | 0.00% | New |
| Deutsche Bank AG history | 6.06K | $169.08K | 0.00% | Add |
| Legal & General Investment Management America history | 832 | $23.23K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 807 | $22.53K | 0.00% | Add |
| Citigroup Inc history | 729 | $20.35K | 0.00% | Reduce |
| T. Rowe Price Associates history | 127.62K | $3.56K | 0.00% | Add |
| PNC Financial Services history | 49 | $1.37K | 0.00% | Reduce |
Q4 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 570.31K | $12.87M | 0.00% | Add |
| Vanguard Group history | 511.44K | $11.54M | 0.00% | Add |
| Geode Capital Management history | 209.24K | $4.72M | 0.00% | Add |
| Millennium Management history | 184.17K | $4.16M | 0.00% | Reduce |
| BNY Mellon history | 158.31K | $3.57M | 0.00% | Add |
| Two Sigma Investments history | 131.73K | $2.97M | 0.01% | Add |
| AQR Capital Management history | 105.50K | $2.38M | 0.00% | Add |
| Northern Trust Corp history | 76.85K | $1.73M | 0.00% | Reduce |
| UBS Group AG history | 66.00K | $1.49M | 0.00% | Reduce |
| Morgan Stanley history | 63.55K | $1.43M | 0.00% | Add |
| Goldman Sachs Group history | 56.43K | $1.27M | 0.00% | Add |
| JPMorgan Chase & Co history | 50.19K | $1.13M | 0.00% | Add |
| Renaissance Technologies history | 48.31K | $1.09M | 0.00% | Reduce |
| Citadel Advisors history | 42.60K | $961.57K | 0.00% | Add |
| Wellington Management Group history | 31.50K | $710.96K | 0.00% | New |
| Charles Schwab Investment Management history | 24.35K | $549.53K | 0.00% | Hold |
| Lazard Asset Management history | 18.74K | $422.89K | 0.00% | Reduce |
| Point72 Asset Management history | 15.52K | $350.20K | 0.00% | New |
| Bank of America Corp history | 15.20K | $343.00K | 0.00% | Add |
| Wells Fargo & Co history | 13.23K | $298.68K | 0.00% | Add |
| Deutsche Bank AG history | 3.86K | $87.14K | 0.00% | Add |
| Citigroup Inc history | 3.76K | $84.89K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 776 | $17.51K | 0.00% | Add |
| Legal & General Investment Management America history | 770 | $17.38K | 0.00% | Reduce |
| T. Rowe Price Associates history | 112.80K | $2.55K | 0.00% | Add |
| PNC Financial Services history | 65 | $1.47K | 0.00% | Reduce |
Q3 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 555.62K | $14.01M | 0.00% | Add |
| Vanguard Group history | 477.45K | $12.04M | 0.00% | Add |
| Millennium Management history | 251.91K | $6.35M | 0.00% | Reduce |
| Geode Capital Management history | 199.90K | $5.04M | 0.00% | Add |
| BNY Mellon history | 147.54K | $3.72M | 0.00% | Add |
| UBS Group AG history | 126.71K | $3.19M | 0.00% | Reduce |
| Two Sigma Investments history | 101.65K | $2.56M | 0.00% | Add |
| Northern Trust Corp history | 79.43K | $2.00M | 0.00% | Add |
| Marshall Wace history | 75.21K | $1.90M | 0.00% | Reduce |
| Lazard Asset Management history | 62.26K | $1.57M | 0.00% | Add |
| Morgan Stanley history | 54.55K | $1.38M | 0.00% | Reduce |
| Renaissance Technologies history | 53.22K | $1.34M | 0.00% | Add |
| AQR Capital Management history | 51.98K | $1.31M | 0.00% | Add |
| Goldman Sachs Group history | 40.26K | $1.02M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 35.84K | $903.48K | 0.00% | Add |
| Citadel Advisors history | 33.03K | $832.61K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 24.34K | $613.69K | 0.00% | Add |
| Bank of America Corp history | 12.01K | $302.67K | 0.00% | Reduce |
| D. E. Shaw & Co history | 11.89K | $299.82K | 0.00% | Add |
| Wells Fargo & Co history | 7.62K | $192.01K | 0.00% | Add |
| Deutsche Bank AG history | 1.59K | $40.08K | 0.00% | Hold |
| Legal & General Investment Management America history | 820 | $20.67K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 757 | $19.09K | 0.00% | Reduce |
| Citigroup Inc history | 403 | $10.16K | 0.00% | Reduce |
| T. Rowe Price Associates history | 104.69K | $2.64K | 0.00% | Add |
| PNC Financial Services history | 66 | $1.66K | 0.00% | Add |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 496.06K | $13.97M | 0.00% | Add |
| BlackRock Inc history | 453.55K | $12.77M | 0.00% | Add |
| BlackRock Inc history | 453.55K | $12.77M | 0.00% | Add |
| Vanguard Group history | 426.27K | $12.00M | 0.00% | Add |
| Millennium Management history | 296.72K | $8.36M | 0.00% | Add |
| Citadel Advisors history | 175.78K | $4.95M | 0.00% | Add |
| Citadel Advisors history | 175.78K | $4.95M | 0.00% | Add |
| Geode Capital Management history | 169.64K | $4.78M | 0.00% | Reduce |
| Marshall Wace history | 153.13K | $4.31M | 0.01% | New |
| BNY Mellon history | 142.30K | $4.01M | 0.00% | Add |
| Two Sigma Investments history | 78.16K | $2.20M | 0.00% | Add |
| Two Sigma Investments history | 78.16K | $2.20M | 0.00% | Add |
| Morgan Stanley history | 63.68K | $1.79M | 0.00% | Add |
| Morgan Stanley history | 63.68K | $1.79M | 0.00% | Add |
| Northern Trust Corp history | 61.05K | $1.72M | 0.00% | Add |
| Renaissance Technologies history | 50.62K | $1.43M | 0.00% | Add |
| Renaissance Technologies history | 50.62K | $1.43M | 0.00% | Add |
| Goldman Sachs Group history | 43.68K | $1.23M | 0.00% | Add |
| Goldman Sachs Group history | 43.68K | $1.23M | 0.00% | Add |
| JPMorgan Chase & Co history | 34.20K | $963.16K | 0.00% | Add |
| JPMorgan Chase & Co history | 34.20K | $963.16K | 0.00% | Add |
| Charles Schwab Investment Management history | 20.93K | $589.53K | 0.00% | Add |
| Bank of America Corp history | 12.51K | $352.25K | 0.00% | Add |
| D. E. Shaw & Co history | 11.18K | $314.77K | 0.00% | New |
| AQR Capital Management history | 8.19K | $230.58K | 0.00% | Reduce |
| Wells Fargo & Co history | 6.88K | $193.59K | 0.00% | Add |
| Citigroup Inc history | 2.48K | $69.95K | 0.00% | Reduce |
| Deutsche Bank AG history | 1.59K | $44.77K | 0.00% | Hold |
| Deutsche Bank AG history | 1.59K | $44.77K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.03K | $29.10K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.03K | $29.10K | 0.00% | Add |
| Legal & General Investment Management America history | 787 | $22.16K | 0.00% | Add |
| T. Rowe Price Associates history | 66.63K | $1.88K | 0.00% | Add |
| PNC Financial Services history | 50 | $1.41K | 0.00% | Reduce |
| Lazard Asset Management history | 40.39K | $1.14K | 0.00% | Add |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 431.57K | $11.47M | 0.00% | Reduce |
| BlackRock Inc history | 431.57K | $11.47M | 0.00% | Reduce |
| UBS Group AG history | 396.87K | $10.55M | 0.00% | Add |
| Vanguard Group history | 392.78K | $10.44M | 0.00% | Reduce |
| Wellington Management Group history | 272.73K | $7.25M | 0.00% | Reduce |
| Geode Capital Management history | 172.92K | $4.60M | 0.00% | Reduce |
| BNY Mellon history | 132.44K | $3.52M | 0.00% | Reduce |
| Millennium Management history | 72.28K | $1.92M | 0.00% | Reduce |
| Northern Trust Corp history | 55.65K | $1.48M | 0.00% | Reduce |
| Citadel Advisors history | 44.21K | $1.18M | 0.00% | Add |
| Citadel Advisors history | 44.21K | $1.18M | 0.00% | Add |
| Renaissance Technologies history | 43.91K | $1.17M | 0.00% | Add |
| Renaissance Technologies history | 43.91K | $1.17M | 0.00% | Add |
| Janus Henderson Group history | 28.83K | $785.56K | 0.00% | Reduce |
| Morgan Stanley history | 28.85K | $766.91K | 0.00% | Reduce |
| Morgan Stanley history | 28.85K | $766.91K | 0.00% | Reduce |
| Goldman Sachs Group history | 28.57K | $759.26K | 0.00% | Add |
| Goldman Sachs Group history | 28.57K | $759.26K | 0.00% | Add |
| Charles Schwab Investment Management history | 19.77K | $525.51K | 0.00% | Hold |
| Two Sigma Investments history | 14.52K | $385.92K | 0.00% | Reduce |
| Two Sigma Investments history | 14.52K | $385.92K | 0.00% | Reduce |
| AQR Capital Management history | 8.45K | $224.70K | 0.00% | Reduce |
| Bank of America Corp history | 8.27K | $219.90K | 0.00% | Reduce |
| Wells Fargo & Co history | 5.61K | $149.09K | 0.00% | Add |
| Citigroup Inc history | 4.93K | $131.15K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 3.35K | $88.99K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.35K | $88.99K | 0.00% | Add |
| Deutsche Bank AG history | 1.59K | $42.26K | 0.00% | Hold |
| Deutsche Bank AG history | 1.59K | $42.26K | 0.00% | Hold |
| Legal & General Investment Management America history | 715 | $19.00K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 621 | $16.49K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 621 | $16.49K | 0.00% | Reduce |
| T. Rowe Price Associates history | 65.36K | $1.74K | 0.00% | Hold |
| PNC Financial Services history | 53 | $1.41K | 0.00% | New |
| Lazard Asset Management history | 39.62K | $1.05K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 78.90K sh · $2.59M
- D. E. Shaw & Co 18.91K sh · $632.63K
Fully Exited (vs previous quarter)
- Wellington Management Group sold 35.67K sh · $995.91K
- Lazard Asset Management sold 27.68K sh · $772.77K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 592.94K | 569.00K | 570.31K | 555.62K | 453.55K | 431.57K | 435.99K | 435.97K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 291.93K | 214.36K | 209.24K | 199.90K | 169.64K | 172.92K | 182.27K | 178.65K | 154.62K | 142.15K | 140.06K | 120.85K | 114.16K | 107.44K | 107.00K | 82.77K | 81.11K | 74.09K | 72.57K | 72.43K |
| Two Sigma Investments | 228.32K | 208.76K | 131.73K | 101.65K | 78.16K | 14.52K | 15.86K | 17.74K | 18.81K | 43.50K | 60.45K | 56.29K | — | — | — | — | — | — | — | — |
| AQR Capital Management | 225.35K | 163.31K | 105.50K | 51.98K | 8.19K | 8.45K | 17.35K | 42.47K | 116.98K | 84.91K | 8.41K | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 159.51K | 155.62K | 158.31K | 147.54K | 142.30K | 132.44K | 136.79K | 167.56K | 170.31K | 165.90K | 162.85K | 16.30K | 17.32K | 13.38K | 13.47K | 26.97K | 23.07K | 23.70K | 22.29K | — |
| Citadel Advisors | 157.07K | 94.58K | 42.60K | 33.03K | 175.78K | 44.21K | 34.34K | 17.97K | 10.51K | 33.90K | 44.33K | 20.91K | 10.48K | 14.74K | 19.02K | — | — | — | — | — |
| Goldman Sachs Group | 99.41K | 79.51K | 56.43K | 40.26K | 43.68K | 28.57K | 23.88K | 13.78K | — | — | — | 9.97K | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 84.40K | 79.07K | 76.85K | 79.43K | 61.05K | 55.65K | 56.33K | 53.57K | 53.54K | 54.06K | 54.38K | 47.51K | 44.99K | 44.22K | 43.86K | 45.47K | 45.10K | 38.56K | 42.78K | 43.11K |
| JPMorgan Chase & Co | 78.90K | — | 50.19K | 35.84K | 34.20K | 3.35K | 3.12K | 3.06K | 3.02K | 16.95K | 17.94K | 11.84K | 4.55K | — | 4.30K | 3.06K | 3.03K | 2.57K | 6.46K | 2.84K |
| Point72 Asset Management | 48.38K | 24.49K | 15.52K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 47.19K | 42.58K | — | 75.21K | 153.13K | — | — | — | — | — | — | 17.14K | 15.19K | — | — | — | — | — | — | — |
| UBS Group AG | 45.10K | 24.71K | 66.00K | 126.71K | 496.06K | 396.87K | 377.40K | 311.10K | 301.90K | 274.89K | 169.13K | 92.64K | 93.94K | 114.10K | 109.35K | 92.60K | 87.41K | 84.78K | 96.05K | 74.20K |
| Millennium Management | 43.48K | 107.95K | 184.17K | 251.91K | 296.72K | 72.28K | 84.04K | 40.30K | 20.81K | 51.23K | 34.03K | 44.54K | 61.32K | 55.91K | 44.14K | 22.39K | 30.82K | 24.77K | 15.35K | 22.63K |
| Arrowstreet Capital | 30.34K | 15.65K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 30.11K | 41.72K | 48.31K | 53.22K | 50.62K | 43.91K | 40.81K | 38.12K | 33.52K | 30.82K | 27.52K | 18.61K | — | — | — | — | — | — | — | — |
| Morgan Stanley | 25.23K | 53.32K | 63.55K | 54.55K | 63.68K | 28.85K | 46.81K | 33.94K | 15.63K | 20.65K | 19.90K | 13.91K | 15.35K | 13.59K | 11.57K | 9.32K | 13.28K | 16.02K | 18.43K | 23.12K |
| Charles Schwab Investment Management | 23.51K | 22.15K | 24.35K | 24.34K | 20.93K | 19.77K | 19.72K | 19.72K | 18.67K | 18.67K | 18.67K | 15.98K | 15.98K | 16.66K | 15.48K | 15.48K | 12.47K | 10.79K | — | 9.70K |
| D. E. Shaw & Co | 18.91K | — | — | 11.89K | 11.18K | — | — | — | — | — | 11.36K | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 14.27K | 7.42K | — | — | — | — | — | — | 7.32K | 11.17K | 12.80K | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 13.30K | 10.98K | 15.20K | 12.01K | 12.51K | 8.27K | 9.55K | 8.24K | 8.03K | 4.36K | 8.01K | 3.99K | 782 | 1.98K | 2.76K | 934 | 715 | 725 | 2.31K | 2.34K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details