Karat Packaging Ownership | Who Owns Karat Packaging?

Overview Forecast RevenueFinancials Chart Transcripts

Karat Packaging Ownership Summary

Karat Packaging is owned by 25.60% institutional investors, 66.22% insiders, and 8.18% retail investors. Wellington management group llp is the largest institutional shareholder, holding 2.24% of KRT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.08% of its assets in Karat Packaging shares.

KRT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Karat Packaging	25.60%	66.22%	8.18%
Sector	Consumer Cyclical Stocks	59.80%	12.55%	27.65%
Industry	Packaging & Containers Stocks	71.44%	19.92%	8.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wellington management group llp	446.36K	2.24%	$13.20M
Blackrock	408.24K	2.04%	$12.08M
Vanguard group	358.33K	1.79%	$10.60M
Ameriprise financial	351.97K	1.76%	$10.41M
Ubs group	301.90K	1.51%	$8.93M
Wasatch advisors lp	288.73K	1.45%	$8.54M
Acadian asset management	283.28K	1.42%	$8.38M
American century companies	261.83K	1.31%	$7.74M
Geode capital management	154.63K	0.77%	$4.57M
De lisle partners llp	149.14K	0.75%	$4.40M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
De lisle partners llp	149.14K	0.96%	$4.40M
Perritt capital management	15.00K	0.24%	$443.70K
Kings path partners	15.69K	0.20%	$474.84K
Punch & associates investment management	53.50K	0.09%	$1.58M
Wasatch advisors lp	288.73K	0.05%	$8.54M
Independent advisor alliance	37.89K	0.04%	$1.12M
Acadian asset management	283.28K	0.03%	$8.38M
Gsa capital partners llp	12.00K	0.02%	$355.00K
Ritholtz wealth management	24.59K	0.02%	$743.98K
O'shaughnessy asset management	70.29K	0.02%	$2.08M

Top Buyers

Holder	Shares	% Assets	Change
Boston partners	104.27K	0.00%	104.27K
Lsv asset management	79.75K	0.01%	79.75K
Blackrock	408.24K	0.00%	44.88K
Independent advisor alliance	37.89K	0.04%	37.89K
Aqr capital management	116.98K	0.01%	32.07K

Top Sellers

Holder	Shares	% Assets	Change
Kornitzer capital management inc /ks	-	-	-126.66K
Uniplan investment counsel	-	-	-85.44K
Zacks investment management	-	-	-85.10K
Rice hall james & associates	-	-	-80.35K
American century companies	261.83K	0.00%	-48.71K

New Positions

Holder	Shares	% Assets	Change	Value
Boston partners	104.27K	0.00%	104.27K	$3.08M
Lsv asset management	79.75K	0.01%	79.75K	$2.36M
Independent advisor alliance	37.89K	0.04%	37.89K	$1.12M
Exchange traded concepts	9.63K	0.01%	9.63K	$291.25K
Aviva	7.34K	0.00%	7.34K	$217.21K

Sold Out

Holder	Change
Rothschild investment	-5.00
Capital performance advisors llp	-26.00
Abich financial wealth management	-36.00
Quarry lp	-38.00
Continuum advisory	-89.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	98	-2.97%	5,125,352	-1.81%	25	3.75%	56	-1.75%	25	-26.47%
Jun 30, 2024	101	8.60%	5,219,929	1.77%	26	3.94%	57	26.67%	34	13.33%
Mar 31, 2024	93	-2.11%	5,129,079	1.96%	25	4.03%	45	-29.69%	30	57.89%
Dec 31, 2023	95	17.28%	5,030,595	9.24%	25	4.72%	64	12.28%	19	5.56%
Sep 30, 2023	81	58.82%	4,605,033	9.71%	23	5.20%	57	83.87%	18	20.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	217.23K	1.08%	-
Columbia Small Cap Value I A	210.10K	1.05%	-10.27K
Columbia Small Cap Value I	210.10K	1.05%	-7.67K
Avantis US Small Cap Value ETF	169.59K	0.85%	350.00
iShares Russell 2000 ETF	167.85K	0.84%	-25.00
Ranger Micro Cap	157.74K	0.79%	157.74K
VT De Lisle America B USD	149.14K	0.74%	-
Buffalo Small Cap Growth	126.66K	0.63%	-
Kornitzer Small Cap Equity	126.66K	0.63%	-
Wasatch Micro Cap Value	125.00K	0.62%	-5.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 17, 2023	Wang Joanne Tzu Jung	Chief Operating Officer	Sell	$190.95K
Oct 17, 2023	Quire Daniel	Chief Revenue Officer	Sell	$10.82K
Sep 19, 2023	Cheng Marvin	VP-Manufacturing, Secy	Sell	$3.15M
Sep 12, 2023	Yu Alan	Chief Executive Officer	Sell	$10.50M
Sep 12, 2023	Cheng Marvin	VP-Manufacturing, Secy	Sell	$10.50M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	2

KRT Ownership FAQ

Who Owns Karat Packaging?

Karat Packaging shareholders are primarily institutional investors at 25.60%, followed by 66.22% insiders and 8.18% retail investors. The average institutional ownership in Karat Packaging's industry, Packaging & Containers Stocks , is 71.44%, which Karat Packaging falls below.

Who owns the most shares of Karat Packaging?

Karat Packaging’s largest shareholders are Wellington management group llp (446.36K shares, 2.24%), Blackrock (408.24K shares, 2.04%), and Vanguard group (358.33K shares, 1.79%). Together, they hold 6.07% of Karat Packaging’s total shares outstanding.

Does Blackrock own Karat Packaging?

Yes, BlackRock owns 2.04% of Karat Packaging, totaling 408.24K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.08M$. In the last quarter, BlackRock increased its holdings by 44.88K shares, a 12.35% change.

Who is Karat Packaging’s biggest shareholder by percentage of total assets invested?

De lisle partners llp is Karat Packaging’s biggest shareholder by percentage of total assets invested, with 0.96% of its assets in 149.14K Karat Packaging shares, valued at 4.4M$.

Who is the top mutual fund holder of Karat Packaging shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Karat Packaging shares, with 1.08% of its total shares outstanding invested in 217.23K Karat Packaging shares.

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