Karat Packaging Ownership 2024 | Who Owns Karat Packaging Now?
Institutional Ownership
13.72%
Insider Ownership
66.25%
Retail Ownership
20.03%
Institutional Holders
62.00
Karat Packaging Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2.24% | 0.00% | 446,360 | -16,400 | -3.54% | 13,203,329 | Jun 30, 2024 |
| BLACKROCK INC. | 2.04% | 0.00% | 408,240 | 44,883 | 12.35% | 12,075,739 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.79% | 0.00% | 358,330 | 9,652 | 2.77% | 10,599,402 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.76% | 0.00% | 351,968 | -2,419 | -0.68% | 10,411,214 | Jun 30, 2024 |
| UBS GROUP AG | 1.51% | 0.00% | 301,904 | 27,014 | 9.83% | 8,930,320 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 1.45% | 0.05% | 288,733 | -36,470 | -11.21% | 8,540,722 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.42% | 0.03% | 283,278 | 21,383 | 8.16% | 8,375,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.31% | 0.00% | 261,832 | -48,710 | -15.69% | 7,744,991 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.85% | 0.00% | 170,310 | 4,408 | 2.66% | 5,037,781 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.77% | 0.00% | 154,625 | 12,478 | 8.78% | 4,574,242 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.75% | 0.96% | 149,143 | - | - | 4,397,481 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.63% | 0.07% | 126,657 | - | - | 3,746,514 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.61% | 0.00% | 121,473 | 3,397 | 2.88% | 3,591,737 | Jun 30, 2024 |
| STATE STREET CORP | 0.61% | 0.00% | 120,865 | -476 | -0.39% | 3,575,187,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.59% | 0.01% | 116,980 | 32,069 | 37.77% | 3,460,268 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.52% | 0.00% | 104,265 | 104,265 | 100.00% | 3,084,160 | Jun 30, 2024 |
| UNIPLAN INVESTMENT COUNSEL, INC. | 0.43% | 0.23% | 85,436 | 85 | 0.10% | 2,527,000 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.43% | 0.03% | 85,097 | 6,260 | 7.94% | 2,517,173 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 0.40% | 0.14% | 80,351 | -2,855 | -3.43% | 2,376,783 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.40% | 0.01% | 79,753 | 79,753 | 100.00% | 2,359,000 | Jun 30, 2024 |
Karat Packaging's largest institutional shareholder is WELLINGTON MANAGEMENT GROUP LLP, holding 2.24% of the company's total share outstanding, currently valued at $13.20M. The top 10 institutional shareholders own together 15.15% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DE LISLE PARTNERS LLP | 0.75% | 0.96% | 149,143 | - | - | 4,397,481 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.03% | 0.26% | 6,115 | 6,115 | 100.00% | 180,882 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 0.08% | 0.24% | 15,000 | -5,000 | -25.00% | 443,700 | Jun 30, 2024 |
| UNIPLAN INVESTMENT COUNSEL, INC. | 0.43% | 0.23% | 85,436 | 85 | 0.10% | 2,527,000 | Jun 30, 2024 |
| ELLSWORTH ADVISORS, LLC | 0.10% | 0.17% | 20,402 | 1,336 | 7.01% | 603,483 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 0.40% | 0.14% | 80,351 | -2,855 | -3.43% | 2,376,783 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.27% | 0.09% | 53,500 | -1,900 | -3.43% | 1,582,530 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.63% | 0.07% | 126,657 | - | - | 3,746,514 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 1.45% | 0.05% | 288,733 | -36,470 | -11.21% | 8,540,722 | Jun 30, 2024 |
| INDEPENDENT ADVISOR ALLIANCE | 0.19% | 0.04% | 37,888 | 37,888 | 100.00% | 1,120,732 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.16% | 0.03% | 32,783 | 7,518 | 29.76% | 969,730 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.43% | 0.03% | 85,097 | 6,260 | 7.94% | 2,517,173 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.42% | 0.03% | 283,278 | 21,383 | 8.16% | 8,375,000 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.06% | 0.02% | 12,001 | -1,805 | -13.07% | 355,000 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.35% | 0.02% | 70,292 | 6,243 | 9.75% | 2,079,237 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.13% | 0.02% | 25,974 | -598 | -2.25% | 768,311 | Jun 30, 2024 |
| SEIZERT CAPITAL PARTNERS, LLC | 0.05% | 0.02% | 10,385 | -1,429 | -12.10% | 307,188 | Jun 30, 2024 |
| STATE OF WYOMING | 0.01% | 0.01% | 2,999 | 2,999 | 100.00% | 88,710 | Jun 30, 2024 |
| BAILARD, INC. | 0.08% | 0.01% | 16,943 | 3,500 | 26.04% | 501,174 | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | 0.01% | 0.01% | 2,327 | 37 | 1.62% | 68,837 | Jun 30, 2024 |
The largest Karat Packaging shareholder by % of total assets is DE LISLE PARTNERS LLP. The company owns 149.14K shares of Karat Packaging (KRT), representing 0.96% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOSTON PARTNERS | 0.52% | 0.00% | 104,265 | 104,265 | 100.00% | 3,084,160 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.40% | 0.01% | 79,753 | 79,753 | 100.00% | 2,359,000 | Jun 30, 2024 |
| BLACKROCK INC. | 2.04% | 0.00% | 408,240 | 44,883 | 12.35% | 12,075,739 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.20% | 0.00% | 39,292 | 39,292 | 100.00% | 1,162,257 | Jun 30, 2024 |
| INDEPENDENT ADVISOR ALLIANCE | 0.19% | 0.04% | 37,888 | 37,888 | 100.00% | 1,120,732 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.59% | 0.01% | 116,980 | 32,069 | 37.77% | 3,460,268 | Jun 30, 2024 |
| BARCLAYS PLC | 0.32% | 0.00% | 63,242 | 30,918 | 95.65% | 1,871,000 | Jun 30, 2024 |
| UBS GROUP AG | 1.51% | 0.00% | 301,904 | 27,014 | 9.83% | 8,930,320 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.42% | 0.03% | 283,278 | 21,383 | 8.16% | 8,375,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.77% | 0.00% | 154,625 | 12,478 | 8.78% | 4,574,242 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.79% | 0.00% | 358,330 | 9,652 | 2.77% | 10,599,402 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.07% | 0.00% | 13,186 | 7,546 | 133.79% | 390,000 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.16% | 0.03% | 32,783 | 7,518 | 29.76% | 969,730 | Jun 30, 2024 |
| AVIVA PLC | 0.04% | 0.00% | 7,343 | 7,343 | 100.00% | 217,206 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.43% | 0.03% | 85,097 | 6,260 | 7.94% | 2,517,173 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.35% | 0.02% | 70,292 | 6,243 | 9.75% | 2,079,237 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.03% | 0.26% | 6,115 | 6,115 | 100.00% | 180,882 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.20% | 0.00% | 39,949 | 4,790 | 13.62% | 1,181,691 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.85% | 0.00% | 170,310 | 4,408 | 2.66% | 5,037,781 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.00% | 3,681 | 3,681 | 100.00% | 108,884 | Jun 30, 2024 |
As of Jun 30 2024, Karat Packaging's largest institutional buyer is BOSTON PARTNERS. The company purchased 104.27K stocks of KRT, valued at $3.08M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 1.31% | 0.00% | 261,832 | -48,710 | -15.69% | 7,744,991 | Jun 30, 2024 |
| GRATIA CAPITAL, LLC | - | - | - | -44,184 | -100.00% | - | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -40,465 | -100.00% | - | Jun 30, 2024 |
| WASATCH ADVISORS LP | 1.45% | 0.05% | 288,733 | -36,470 | -11.21% | 8,540,722 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.10% | 0.00% | 20,811 | -30,415 | -59.37% | 615,589 | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -26,600 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.09% | 0.00% | 18,810 | -24,690 | -56.76% | 556,400 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.32% | 0.01% | 63,945 | -23,866 | -27.18% | 1,891,493 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.24% | 0.00% | 446,360 | -16,400 | -3.54% | 13,203,329 | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -15,806 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.02% | - | 3,016 | -13,929 | -82.20% | 89,213 | Jun 30, 2024 |
| CI PRIVATE WEALTH, LLC | 0.28% | 0.00% | 56,506 | -10,341 | -15.47% | 1,671,451 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -7,517 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -7,341 | -100.00% | - | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.25% | 0.00% | 50,656 | -7,097 | -12.29% | 1,498,404,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.00% | - | 182 | -5,522 | -96.81% | 5,384 | Jun 30, 2024 |
| STRS OHIO | 0.06% | 0.00% | 11,500 | -5,300 | -31.55% | 340,170,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.08% | - | 15,628 | -5,026 | -24.33% | 462,280 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 0.08% | 0.24% | 15,000 | -5,000 | -25.00% | 443,700 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -4,800 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Karat Packaging's biggest institutional seller is AMERICAN CENTURY COMPANIES INC. The company sold -48.71K shares of KRT, valued at $7.74M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOSTON PARTNERS | 0.52% | 0.00% | 104,265 | 104,265 | 100.00% | 3,084,160 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.40% | 0.01% | 79,753 | 79,753 | 100.00% | 2,359,000 | Jun 30, 2024 |
| INDEPENDENT ADVISOR ALLIANCE | 0.19% | 0.04% | 37,888 | 37,888 | 100.00% | 1,120,732 | Jun 30, 2024 |
| AVIVA PLC | 0.04% | 0.00% | 7,343 | 7,343 | 100.00% | 217,206 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.03% | 0.26% | 6,115 | 6,115 | 100.00% | 180,882 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.00% | 3,681 | 3,681 | 100.00% | 108,884 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 3,254 | 3,254 | 100.00% | 96,253 | Jun 30, 2024 |
| STATE OF WYOMING | 0.01% | 0.01% | 2,999 | 2,999 | 100.00% | 88,710 | Jun 30, 2024 |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 0.01% | 0.00% | 1,800 | 1,800 | 100.00% | 52,000 | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | 0.01% | 0.00% | 1,125 | 1,125 | 100.00% | 33,278 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | 0.00% | 172 | 172 | 100.00% | 5,098 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 150 | 150 | 100.00% | 4,437 | Jun 30, 2024 |
| SIGNATUREFD, LLC | 0.00% | 0.00% | 102 | 102 | 100.00% | 3,017 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.00% | - | 58 | 58 | 100.00% | 1,716 | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | 0.00% | 0.00% | 38 | 38 | 100.00% | 1,125 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 38 | 38 | 100.00% | 1,124 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | 0.00% | 0.00% | 36 | 36 | 100.00% | 1,065 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 5 | 5 | 100.00% | 148 | Jun 30, 2024 |
Karat Packaging's largest new institutional shareholder by number of shares is BOSTON PARTNERS, purchased 104.27K shares, valued at $3.08M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GRATIA CAPITAL, LLC | - | - | - | -44,184 | -100.00% | - | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -40,465 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -26,600 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -15,806 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -7,517 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -7,341 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -4,800 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,347 | -100.00% | - | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | - | - | - | -1,273 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -608 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -373 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -324 | -100.00% | - | Jun 30, 2024 |
Karat Packaging's largest sold out institutional shareholder by shares sold is GRATIA CAPITAL, LLC, sold -44.18K shares, valued at -, as of undefined.
Karat Packaging Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Zacks Trust | 0.24% | 21,907 | 20,083 | 1101.04% | Feb 29, 2024 |
| PERRITT FUNDS INC | 0.16% | 20,000 | - | - | Jan 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.04% | 2,550 | 46 | 1.84% | Feb 29, 2024 |
| ANCORA TRUST | 0.04% | 7,986 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.02% | 126,657 | -42,430 | -25.09% | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.02% | 59,717 | 30,137 | 101.88% | Mar 31, 2024 |
| WASATCH FUNDS TRUST | 0.02% | 148,000 | -9,000 | -5.73% | Mar 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.01% | 71,687 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,844 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.01% | 151,954 | -90,100 | -37.22% | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 60,776 | - | - | Mar 28, 2024 |
| STEWARD FUNDS, INC. | 0.01% | 15,756 | - | - | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 33,304 | -417 | -1.24% | Mar 28, 2024 |
| Lattice Strategies Trust | 0.00% | 2,849 | 2,849 | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 11,129 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 992 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 2,963 | -1,104 | -27.15% | Mar 31, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 38,223 | - | - | Mar 31, 2024 |
| PUTNAM FUNDS TRUST | 0.00% | 206,804 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 98,586 | 57,265 | 138.59% | Feb 29, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 76,631 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 3,893 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 295,600 | -78,033 | -20.88% | Mar 31, 2024 |
| Ultimus Managers Trust | 0.00% | 6,631 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 18,667 | 2,685 | 16.80% | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 9,418 | -1,782 | -15.91% | Jan 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 3,089 | -554 | -15.21% | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 60,191 | -141 | -0.23% | Feb 29, 2024 |
| AdvisorShares Trust | 0.00% | 918 | - | - | Mar 28, 2024 |
| Janus Detroit Street Trust | 0.00% | 23,235 | 23,235 | - | Jan 31, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 76,544 | -12,830 | -14.36% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 359 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 12,695 | 3,693 | 41.02% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 3,954 | -338 | -7.88% | Mar 31, 2024 |
| Meeder Funds | 0.00% | 525 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 2,839 | - | - | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 3,365 | -129 | -3.69% | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 146,179 | 2,286 | 1.59% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 334 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 172 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 2,468 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 16,513 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 19,061 | 10,734 | 128.91% | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 9,439 | 412 | 4.56% | Feb 29, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 196,968 | -23,790 | -10.78% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 38,362 | 10,329 | 36.85% | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 2,300 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 3,898 | - | - | Mar 31, 2024 |
| Voya PARTNERS INC | 0.00% | 2,470 | -1,499 | -37.77% | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 2,326 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 2,850 | -900 | -24.00% | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 2,996 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 420 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 1,106 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 31,075 | 8,439 | 37.28% | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 43,915 | 17,480 | 66.12% | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 222,460 | -3,085 | -1.37% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 52 | - | - | Dec 31, 2023 |
| Investment Managers Series Trust | 0.00% | 16,954 | - | - | Mar 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 3,408 | -15,222 | -81.71% | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 12,080 | 3 | 0.02% | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 488 | 386 | 378.43% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 2,606 | 406 | 18.45% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 964 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 851 | 209 | 32.55% | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 26 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 53 | -4 | -7.02% | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 27 | - | - | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 995 | 257 | 34.82% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 921 | 309 | 50.49% | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 100 | - | - | Mar 28, 2024 |
| Bridge Builder Trust | 0.00% | 13,214 | -4,721 | -26.32% | Mar 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 860 | 860 | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 3 | - | - | Dec 31, 2023 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 2,581 | -626 | -19.52% | Dec 31, 2023 |
| Brighthouse Funds Trust II | 0.00% | 2,148 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 7,176 | - | - | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 140 | -108,176 | -99.87% | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 5,251 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 769 | 119 | 18.31% | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 36,081 | -4,131 | -10.27% | Feb 29, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 515 | 515 | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 1,638 | - | - | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 288 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 144 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,650 | 117 | 4.62% | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 23 | - | - | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 3,352 | 405 | 13.74% | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 100 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 2,444 | 789 | 47.67% | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 21 | 21 | - | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 883 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 919 | 364 | 65.59% | Jan 31, 2024 |
Karat Packaging's largest mutual fund holder by % of total assets is "Zacks Trust", owning 21.91K shares, compromising 0.24% of its total assets.
Karat Packaging Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 62 | -33.33% |
| 31 Mar, 24 | 93 | -1.06% |
| 31 Dec, 23 | 94 | 17.50% |
| 30 Sep, 23 | 80 | 56.86% |
| 30 Jun, 23 | 51 | 10.87% |
| 31 Mar, 23 | 46 | 2.22% |
| 31 Dec, 22 | 45 | - |
| 30 Sep, 22 | 45 | 2.27% |
| 30 Jun, 22 | 44 | - |
| 31 Mar, 22 | 44 | 25.71% |
| 31 Dec, 21 | 35 | - |
| 30 Sep, 21 | 35 | -5.41% |
| 30 Jun, 21 | 37 | - |
As of 30 Jun 24, 62 institutions are holding Karat Packaging's shares, representing a decrease of -33.33% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,740,732 | -46.56% |
| 31 Mar, 24 | 5,129,079 | 1.96% |
| 31 Dec, 23 | 5,030,585 | 9.24% |
| 30 Sep, 23 | 4,605,023 | 9.71% |
| 30 Jun, 23 | 4,197,508 | -2.17% |
| 31 Mar, 23 | 4,290,411 | -0.47% |
| 31 Dec, 22 | 4,310,587 | -8.91% |
| 30 Sep, 22 | 4,732,162 | 12.17% |
| 30 Jun, 22 | 4,218,686 | 1.83% |
| 31 Mar, 22 | 4,142,857 | 6.27% |
| 31 Dec, 21 | 3,898,562 | -1.14% |
| 30 Sep, 21 | 3,943,614 | -3.73% |
| 30 Jun, 21 | 4,096,221 | - |
Karat Packaging (KRT) has 2.74M shares outstanding as of 30 Jun 24, down -46.56% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 13.72% | 2.07% |
| 31 Mar, 24 | 25.77% | 4.03% |
| 31 Dec, 23 | 25.29% | 4.72% |
| 30 Sep, 23 | 23.16% | 5.20% |
| 30 Jun, 23 | 21.11% | 4.53% |
| 31 Mar, 23 | 21.57% | 4.59% |
| 31 Dec, 22 | 21.69% | 3.80% |
| 30 Sep, 22 | 23.89% | 5.27% |
| 30 Jun, 22 | 21.30% | 4.87% |
| 31 Mar, 22 | 20.92% | 5.39% |
| 31 Dec, 21 | 19.70% | 4.92% |
| 30 Sep, 21 | 20.01% | 4.26% |
| 30 Jun, 21 | 21.66% | - |
As of 30 Jun 24, Karat Packaging is held by 13.72% institutional shareholders, representing a 2.07% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 39 | -15.22% |
| 31 Mar, 24 | 46 | -28.13% |
| 31 Dec, 23 | 64 | 14.29% |
| 30 Sep, 23 | 56 | 80.65% |
| 30 Jun, 23 | 31 | 47.62% |
| 31 Mar, 23 | 21 | 10.53% |
| 31 Dec, 22 | 19 | 11.76% |
| 30 Sep, 22 | 17 | -15.00% |
| 30 Jun, 22 | 20 | 5.26% |
| 31 Mar, 22 | 19 | 11.76% |
| 31 Dec, 21 | 17 | - |
| 30 Sep, 21 | 17 | -54.05% |
| 30 Jun, 21 | 37 | - |
39 institutional shareholders have increased their position in KRT stock as of 30 Jun 24 compared to 46 in the previous quarter (a -15.22% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 14 | -53.33% |
| 31 Mar, 24 | 30 | 57.89% |
| 31 Dec, 23 | 19 | 5.56% |
| 30 Sep, 23 | 18 | 20.00% |
| 30 Jun, 23 | 15 | -11.76% |
| 31 Mar, 23 | 17 | 30.77% |
| 31 Dec, 22 | 13 | -18.75% |
| 30 Sep, 22 | 16 | 23.08% |
| 30 Jun, 22 | 13 | -18.75% |
| 31 Mar, 22 | 16 | 33.33% |
| 31 Dec, 21 | 12 | 33.33% |
| 30 Sep, 21 | 9 | - |
| 30 Jun, 21 | - | - |
14 institutional shareholders have reduced their position in KRT stock as of 30 Jun 24 compared to 30 in the previous quarter (a -53.33% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 62 | -33.33% | 2,740,732 | -46.56% | 13.72% | 2.07% | 39 | -15.22% | 14 | -53.33% |
| 31 Mar, 24 | 93 | -1.06% | 5,129,079 | 1.96% | 25.77% | 4.03% | 46 | -28.13% | 30 | 57.89% |
| 31 Dec, 23 | 94 | 17.50% | 5,030,585 | 9.24% | 25.29% | 4.72% | 64 | 14.29% | 19 | 5.56% |
| 30 Sep, 23 | 80 | 56.86% | 4,605,023 | 9.71% | 23.16% | 5.20% | 56 | 80.65% | 18 | 20.00% |
| 30 Jun, 23 | 51 | 10.87% | 4,197,508 | -2.17% | 21.11% | 4.53% | 31 | 47.62% | 15 | -11.76% |
| 31 Mar, 23 | 46 | 2.22% | 4,290,411 | -0.47% | 21.57% | 4.59% | 21 | 10.53% | 17 | 30.77% |
| 31 Dec, 22 | 45 | - | 4,310,587 | -8.91% | 21.69% | 3.80% | 19 | 11.76% | 13 | -18.75% |
| 30 Sep, 22 | 45 | 2.27% | 4,732,162 | 12.17% | 23.89% | 5.27% | 17 | -15.00% | 16 | 23.08% |
| 30 Jun, 22 | 44 | - | 4,218,686 | 1.83% | 21.30% | 4.87% | 20 | 5.26% | 13 | -18.75% |
| 31 Mar, 22 | 44 | 25.71% | 4,142,857 | 6.27% | 20.92% | 5.39% | 19 | 11.76% | 16 | 33.33% |
| 31 Dec, 21 | 35 | - | 3,898,562 | -1.14% | 19.70% | 4.92% | 17 | - | 12 | 33.33% |
| 30 Sep, 21 | 35 | -5.41% | 3,943,614 | -3.73% | 20.01% | 4.26% | 17 | -54.05% | 9 | - |
| 30 Jun, 21 | 37 | - | 4,096,221 | - | 21.66% | - | 37 | - | - | - |
Karat Packaging Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Karat Packaging's stock was made by Yu Alan on May 15 2024, selling 1,750 shares at $29.02 per share (valued at $50.78K).
Karat Packaging Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 7 | 7 | 100.00% |
| Q1 2024 | 4 | 2 | 200.00% |
| Q4 2023 | 2 | 4 | 50.00% |
| Q3 2023 | 1 | 9 | 11.11% |
| Q1 2023 | 1 | 2 | 50.00% |
| Q4 2022 | 17 | 3 | 566.67% |
| Q3 2022 | - | 5 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 3 | 6 | 50.00% |
| Q4 2021 | 7 | 21 | 33.33% |
| Q3 2021 | 1 | 1 | 100.00% |
| Q2 2021 | 6 | 7 | 85.71% |
| Q2 2005 | - | 6 | - |
| Q2 2004 | 1 | - | - |
7 total buy trades, and 7 total sell trades (buy/sell ratio of 1.00%) were made by Karat Packaging's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | 3 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 16 | - | - |
| Q3 2022 | - | 5 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 5 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | 6 | - | - |
| Q2 2005 | - | - | - |
| Q2 2004 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Karat Packaging's stocks.
KRT Ownership FAQ
Who Owns Karat Packaging?
Karat Packaging is owned by institutional shareholders (13.72%), insiders (66.25%), and public (20.03%). The largest institutional shareholder of Karat Packaging is WELLINGTON MANAGEMENT GROUP LLP (2.24% of total shares) and the top mutual fund owner is Zacks Trust (0.24% of total shares).
Who are the major institutional shareholders of Karat Packaging?
Karat Packaging's major institutional shareholders are WELLINGTON MANAGEMENT GROUP LLP, BLACKROCK INC., VANGUARD GROUP INC, AMERIPRISE FINANCIAL INC, and UBS GROUP AG. The top five shareholders own together 9.35% of the company's share outstanding.
How many Karat Packaging shareholders are there?
As of Jun 2024, there are 62 institutional shareholders of Karat Packaging.
What percentage of Karat Packaging is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP owns 446.36K shares of Karat Packaging, representing 2.24% of the company's total shares outstanding, valued at $13.2M (as of Jun 2024).
What percentage of Karat Packaging is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 408.24K shares of Karat Packaging (KRT), compromising 2.04% of the company, valued at $12.08M.
What percentage of Karat Packaging is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Karat Packaging. The company owns 358.33K of the company's shares outstanding (worth $10.6M).