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Karat Packaging Ownership | Who Owns Karat Packaging?

OverviewForecastRevenueFinancialsChartTranscripts

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. Columbia Small Cap Value I is the top mutual fund, with 1.09% of its assets in Karat Packaging shares.

KRT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockKarat Packaging25.60%66.22%8.18%
SectorConsumer Cyclical Stocks 59.49%12.59%27.92%
IndustryPackaging & Containers Stocks 71.44%19.92%8.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wellington management group llp446.36K2.24%$13.20M
Blackrock408.24K2.04%$12.08M
Vanguard group358.33K1.79%$10.60M
Ameriprise financial351.97K1.76%$10.41M
Ubs group301.90K1.51%$8.93M
Wasatch advisors lp288.73K1.45%$8.54M
Acadian asset management283.28K1.42%$8.38M
American century companies261.83K1.31%$7.74M
Bank of new york mellon170.31K0.85%$5.04M
Geode capital management154.63K0.77%$4.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
De lisle partners llp149.14K0.96%$4.40M
Perritt capital management15.00K0.24%$443.70K
Ellsworth advisors20.40K0.17%$603.48K
Punch & associates investment management53.50K0.09%$1.58M
Kornitzer capital management inc /ks126.66K0.07%$3.75M
Wasatch advisors lp288.73K0.05%$8.54M
Independent advisor alliance37.89K0.04%$1.12M
Ritholtz wealth management32.78K0.03%$969.73K
Acadian asset management283.28K0.03%$8.38M
Gsa capital partners llp12.00K0.02%$355.00K

Top Buyers

HolderShares% AssetsChange
Boston partners104.27K0.00%104.27K
Lsv asset management79.75K0.01%79.75K
Blackrock408.24K0.00%44.88K
Allspring global investments39.29K0.00%39.29K
Independent advisor alliance37.89K0.04%37.89K

Top Sellers

HolderShares% AssetsChange
Uniplan investment counsel---85.44K
Zacks investment management---85.10K
Rice hall james & associates---80.35K
American century companies261.83K0.00%-48.71K
Gratia capital---44.18K

New Positions

HolderShares% AssetsChangeValue
Boston partners104.27K0.00%104.27K$3.08M
Lsv asset management79.75K0.01%79.75K$2.36M
Independent advisor alliance37.89K0.04%37.89K$1.12M
Aviva7.34K0.00%7.34K$217.21K
Corebridge financial3.68K0.00%3.68K$108.88K

Sold Out

HolderChange
Rothschild investment-5.00
Abich financial wealth management-36.00
Quarry lp-38.00
Continuum advisory-89.00
Cullen/frost bankers-172.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202498-2.97%5,125,352-1.81%253.75%56-1.75%25-26.47%
Jun 30, 20241018.60%5,219,9291.77%263.94%5726.67%3413.33%
Mar 31, 202493-2.11%5,129,0791.96%254.03%45-29.69%3057.89%
Dec 31, 20239517.28%5,030,5959.24%254.72%6412.28%195.56%
Sep 30, 20238158.82%4,605,0339.71%235.20%5783.87%1820.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Columbia Small Cap Value I217.77K1.09%7.60K
Columbia Small Cap Value I A217.77K1.09%-
Vanguard Total Stock Mkt Idx Inv217.23K1.08%-
iShares Russell 2000 ETF174.32K0.87%-392.00
Avantis US Small Cap Value ETF151.76K0.76%-
VT De Lisle America B USD149.14K0.75%-
Kornitzer Small Cap Equity126.66K0.63%-
Buffalo Small Cap Growth126.66K0.63%-
Wasatch Micro Cap Value125.00K0.62%-5.00K
WisdomTree US SmallCap Dividend ETF95.81K0.48%-

Recent Insider Transactions

DateNameRoleActivityValue
Oct 17, 2023Wang Joanne Tzu Jung Chief Operating OfficerSell$190.95K
Oct 17, 2023Quire Daniel Chief Revenue OfficerSell$10.82K
Sep 19, 2023Cheng Marvin VP-Manufacturing, SecySell$3.15M
Sep 12, 2023Yu Alan Chief Executive OfficerSell$10.50M
Sep 12, 2023Cheng Marvin VP-Manufacturing, SecySell$10.50M

Insider Transactions Trends

DateBuySell
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?

Columbia Small Cap Value I is the top mutual fund holder of Karat Packaging shares, with 1.09% of its total shares outstanding invested in 217.77K Karat Packaging shares.

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