Karat Packaging Inc (KRT) Ownership

26.89 ↓0.38 (-1.39%)

As of April 16, 2024, 3:56pm EST.

Institutions
Mutual Funds

Institutional Ownership

Driehaus Capital Management LLC is the biggest individual institutional holder of Karat Packaging Inc (KRT), owning a total of 571 thousand shares. Combined, the top 37 institutional holders of KRT own 29.17% of the company with a total of 5.8 million shares.

In the latest ownership report on December 31st 2023, the top 37 institutional holders decreased their combined ownership of KRT by 22 thousand shares. 4 institutions bought 172,475 total additional shares and increased their ownership by an average of 36.84%. However 3 institutions sold 193,979 total shares and decreased their ownership by an average of 22.56%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Karat Packaging decreased by a net total of -21,504 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wellington Management Company LLP	2.637%	-8.099%	526,536	-46,400	2023-12-31
American Century Companies Inc	1.907%	9.275%	380,723	32,315	2023-12-31
Kornitzer Capital Management Inc	0.847%	0.000%	169,087	0	2023-12-31
GRATIA CAPITAL, LLC	0.612%	-53.877%	122,225	-142,775	2023-12-31
Los Angeles Capital Management LLC	0.492%	93.113%	98,258	47,377	2023-12-31
Dimensional Fund Advisors, Inc.	0.408%	44.979%	81,494	25,283	2023-12-31
Rice Hall James & Associates, LLC	0.397%	-5.718%	79,210	-4,804	2023-12-31
CI Private Wealth LLC	0.338%	0.000%	67,500	67,500	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Driehaus Capital Management LLC	2.871%	-3.377%	570,877	-19,955	2023-03-31
Wellington Management Company LLP	2.637%	-8.099%	526,536	-46,400	2023-12-31
Ameriprise Financial Inc	1.912%	9.382%	381,711	32,741	2023-09-30
American Century Companies Inc	1.907%	9.275%	380,723	32,315	2023-12-31
Wasatch Advisors Inc.	1.752%	-27.724%	349,675	-134,132	2023-09-30
Columbia Mgmt Investment Advisers, LLC	1.755%	0.000%	348,970	348,970	2023-06-30
Vanguard Group Inc	1.669%	19.077%	333,151	53,373	2023-09-30
Empirical Financial Services, LLC	1.660%	-0.902%	330,248	-3,005	2023-06-30
Putnam Investments LLC	1.593%	-21.409%	316,737	-86,282	2023-03-31
BlackRock Inc	1.481%	-13.866%	295,697	-47,603	2023-09-30
Acadian Asset Management LLC	0.920%	0.000%	183,620	183,620	2023-09-30
Kornitzer Capital Management Inc	0.847%	0.000%	169,087	0	2023-12-31
GRATIA CAPITAL, LLC	0.612%	-53.877%	122,225	-142,775	2023-12-31
Geode Capital Management, LLC	0.605%	5.857%	120,850	6,687	2023-09-30
Los Angeles Capital Management LLC	0.492%	93.113%	98,258	47,377	2023-12-31
Uniplan Investment Counsel, Inc.	0.467%	6.587%	93,270	5,764	2023-09-30
UBS Group AG	0.464%	-1.385%	92,635	-1,301	2023-09-30
State Street Corporation	0.431%	6.177%	85,940	5,000	2023-09-30
Ancora Advisors LLC	0.415%	-7.878%	82,905	-7,090	2023-06-30
Dimensional Fund Advisors, Inc.	0.408%	44.979%	81,494	25,283	2023-12-31
Rice Hall James & Associates, LLC	0.397%	-5.718%	79,210	-4,804	2023-12-31
Awm Investment Company Inc	0.379%	-44.909%	75,359	-61,430	2023-03-31
SEI Investments Co	0.365%	41.764%	72,874	21,469	2023-09-30
CI Private Wealth LLC	0.338%	0.000%	67,500	67,500	2023-12-31
Zacks Investment Management Inc	0.337%	0.000%	67,218	67,218	2023-09-30
Millennium Management LLC	0.308%	9.665%	61,317	5,404	2023-06-30
EAM Investors, LLC	0.302%	0.000%	60,268	60,268	2023-09-30
Two Sigma Investments LLC	0.282%	0.000%	56,288	56,288	2023-09-30
Punch & Associates Inv Mgmt Inc	0.278%	0.000%	55,400	0	2023-09-30
Victory Capital Management Inc.	0.240%	-20.791%	47,664	-12,511	2023-06-30
Northern Trust Corp	0.226%	1.753%	44,994	775	2023-06-30
Barclays PLC	0.180%	-4.733%	35,849	-1,781	2023-06-30
Ensign Peak Advisors Inc	0.159%	0.000%	31,674	0	2022-12-31
Bank of Montreal	0.148%	0.000%	29,450	29,450	2023-06-30
Bank of New York Mellon Corp	0.136%	16.899%	26,971	3,899	2022-09-30
Blair William & Co	0.114%	0.000%	22,692	0	2022-09-30
Crossmark Global Holdings, Inc.	0.082%	0.556%	16,271	90	2022-12-31

Mutual Fund Ownership

Putnam Multi-Cap Core Y is the biggest individual fund holder of Karat Packaging Inc (KRT), owning a total of 372 thousand shares. Combined, the top 43 mutual fund holders of KRT own 23.91% of the company with a total of 4.8 million shares.

In the latest ownership report on February 29th 2024, the top 43 fund holders increased their combined ownership of KRT by 7 thousand shares. 2 funds bought 13,072 total additional shares and increased their ownership by an average of 5.06%. However 4 funds sold 5,926 total shares and decreased their ownership by an average of 3.06%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Karat Packaging increased by a net total of 7,146 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.086%	0.000%	216,891	0	2024-02-29
Columbia Small Cap Value I A	0.984%	-0.254%	196,468	-500	2024-02-29
VT De Lisle America B USD	0.715%	10.023%	142,696	13,000	2024-02-29
iShares Russell 2000 ETF	0.695%	-0.017%	138,720	-23	2024-02-29
WisdomTree US SmallCap Dividend ETF	0.499%	0.000%	99,535	0	2024-02-29
Avantis US Small Cap Value ETF	0.414%	0.087%	82,620	72	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.393%	0.000%	78,371	0	2024-02-29
Columbia VP Small Cap Value 1	0.389%	0.000%	77,644	0	2024-02-29
iShares Russell 2000 Growth ETF	0.289%	-0.116%	57,618	-67	2024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.220%	0.000%	43,813	0	2024-02-29
SEI Small Cap F (SIMT)	0.199%	-11.851%	39,689	-5,336	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Putnam Multi-Cap Core Y	1.869%	-0.462%	372,106	-1,726	2022-09-30
American Century Small Cap Value Inv	1.202%	-9.434%	240,000	-25,000	2023-12-31
American Century U.S. Small Cap Value	1.202%	-9.434%	240,000	-25,000	2023-12-31
Columbia Small Cap Value I	1.119%	1.178%	223,358	2,600	2023-12-31
Vanguard Total Stock Mkt Idx Inv	1.086%	0.000%	216,891	0	2024-02-29
Heptagon Driehaus US Micro Cap Eq C$ Acc	1.080%	0.000%	214,821	0	2023-03-31
Putnam Core Equity Fund Y	1.040%	-28.558%	206,804	-82,669	2023-03-31
Putnam U.S. Core Equity Concentrated	1.040%	-28.558%	206,804	-82,669	2023-03-31
Columbia Small Cap Value I A	0.984%	-0.254%	196,468	-500	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	0.860%	0.000%	171,091	0	2023-03-31
Buffalo Small Cap	0.847%	0.000%	169,087	0	2023-12-31
Kornitzer Small Cap Equity	0.847%	0.000%	169,087	0	2023-12-31
Wasatch Micro Cap Value	0.786%	-3.086%	157,000	-5,000	2023-12-31
VT De Lisle America B USD	0.715%	10.023%	142,696	13,000	2024-02-29
iShares Russell 2000 ETF	0.695%	-0.017%	138,720	-23	2024-02-29
WisdomTree US SmallCap Dividend ETF	0.499%	0.000%	99,535	0	2024-02-29
Destinations Small-Mid Cap Equity I	0.493%	-9.506%	98,019	-10,297	2023-03-31
Wellington CIF Micro Cap Equity	0.417%	-8.165%	83,234	-7,400	2023-12-31
Avantis US Small Cap Value ETF	0.414%	0.087%	82,620	72	2024-02-29
Timpani Small Cap Growth Equity	0.398%	0.000%	79,512	79,512	2023-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.393%	0.000%	78,371	0	2024-02-29
Columbia VP Small Cap Value 1	0.389%	0.000%	77,644	0	2024-02-29
Calamos Timpani Small Cap Growth I	0.384%	-3.623%	76,631	-2,881	2023-10-31
Putnam U.S. Small Cap Value Equity	0.361%	0.000%	71,687	0	2023-03-31
Putnam Small Cap Value Managed Account	0.361%	0.000%	71,687	0	2023-03-31
Putnam Small Cap Value A	0.361%	0.000%	71,687	0	2023-03-31
Vanguard Extended Market Index Investor	0.360%	2.580%	71,578	1,800	2023-08-31
Fidelity Small Cap Index	0.347%	19.181%	69,294	11,152	2023-12-31
Ancora Micro Cap	0.310%	-7.297%	61,630	-4,851	2023-06-30
Driehaus Micro Cap Growth	0.306%	-4.133%	60,776	-2,620	2023-03-31
Driehaus Micro Cap Growth USD	0.306%	-4.133%	60,776	-2,620	2023-03-31
iShares Russell 2000 Growth ETF	0.289%	-0.116%	57,618	-67	2024-02-29
Fidelity® Small Cap Index	0.283%	5.187%	56,559	2,789	2023-10-31
Zacks Small Cap Equity Strategy	0.262%	-15.815%	52,277	-9,821	2023-12-31
EAM Ultra Micro Cap	0.239%	-20.769%	47,751	-12,517	2023-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.220%	0.000%	43,813	0	2024-02-29
Adara Smaller Companies	0.204%	0.000%	40,640	0	2022-11-30
SEI Small Cap F (SIMT)	0.199%	-11.851%	39,689	-5,336	2024-02-29
Acadian Global Small-Cap Equity CIT Cl A	0.185%	1,071.910%	36,833	33,690	2023-09-30
American Century US Small Cap Val Eq Tr	0.181%	-22.376%	36,041	-10,389	2023-09-30
Fidelity® Extended Market Index	0.142%	0.000%	28,295	0	2023-08-31
Ancora MicroCap I	0.125%	-8.426%	24,922	-2,293	2023-06-30
State St Russell Sm Cap® Indx NL Cl C	0.115%	0.000%	22,799	0	2023-08-31