Karat Packaging Ownership | Who Owns Karat Packaging?

Overview Forecast RevenueFinancials Chart Transcripts

Karat Packaging Ownership Summary

Karat Packaging is owned by 26.14% institutional investors, 66.22% insiders, and 7.65% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Karat Packaging	26.14%	66.22%	7.65%
Sector	Consumer Cyclical Stocks	57.35%	11.97%	30.68%
Industry	Packaging & Containers Stocks	69.11%	17.53%	13.35%

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
Bank of new york mellon	170.31K	0.85%	$5.04M
Geode capital management	154.63K	0.77%	$4.57M

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
Ellsworth advisors	20.40K	0.17%	$603.48K
Punch & associates investment management	53.50K	0.09%	$1.58M
Kornitzer capital management inc /ks	126.66K	0.07%	$3.75M
Wasatch advisors lp	288.73K	0.05%	$8.54M
Independent advisor alliance	37.89K	0.04%	$1.12M
Ritholtz wealth management	32.78K	0.03%	$969.73K
Acadian asset management	283.28K	0.03%	$8.38M
Gsa capital partners llp	12.00K	0.02%	$355.00K

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
Allspring global investments	39.29K	0.00%	39.29K
Independent advisor alliance	37.89K	0.04%	37.89K

Top Sellers

Holder	Shares	% Assets	Change
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
Gratia capital	-	-	-44.18K

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
Aviva	7.34K	0.00%	7.34K	$217.21K
Corebridge financial	3.68K	0.00%	3.68K	$108.88K

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2023	51	10.87%	4,197,508	-2.17%	21	4.53%	31	47.62%	15	-11.76%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Columbia Small Cap Value I	217.77K	1.09%	7.60K
Columbia Small Cap Value I A	217.77K	1.09%	-
Vanguard Total Stock Mkt Idx Inv	217.23K	1.08%	-
iShares Russell 2000 ETF	174.32K	0.87%	-392.00
Avantis US Small Cap Value ETF	151.76K	0.76%	-
VT De Lisle America B USD	149.14K	0.75%	-
Kornitzer Small Cap Equity	126.66K	0.63%	-
Buffalo Small Cap Growth	126.66K	0.63%	-
Wasatch Micro Cap Value	125.00K	0.62%	-5.00K
WisdomTree US SmallCap Dividend ETF	95.81K	0.48%	-

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 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	2
2023 Q3	-	3

KRT Ownership FAQ

Who Owns Karat Packaging?

Karat Packaging shareholders are primarily institutional investors at 26.14%, followed by 66.22% insiders and 7.64% retail investors. The average institutional ownership in Karat Packaging's industry, Packaging & Containers Stocks , is 69.11%, 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools