Karat Packaging Ownership | Who Owns Karat Packaging?
Karat Packaging Ownership Summary
Karat Packaging is owned by 30.14% institutional investors, 57.70% insiders, and 12.15% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 2.26% of KRT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.21% of its assets in Karat Packaging shares.
KRT Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Karat Packaging | 30.14% | 57.70% | 12.15% |
Sector | Consumer Cyclical Stocks | 60.24% | 14.24% | 25.52% |
Industry | Packaging & Containers Stocks | 69.92% | 19.41% | 10.67% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 453.55K | 2.26% | $12.77M |
Blackrock | 408.24K | 2.04% | $12.08M |
Vanguard group | 398.26K | 1.99% | $12.05M |
Ubs group | 377.40K | 1.89% | $11.42M |
Ameriprise financial | 345.51K | 1.73% | $10.46M |
Wasatch advisors lp | 330.96K | 1.65% | $9.32M |
Acadian asset management | 279.36K | 1.39% | $7.86M |
De lisle partners llp | 229.14K | 1.14% | $6.44M |
American century companies | 229.04K | 1.14% | $6.45M |
Geode capital management | 182.27K | 0.91% | $5.52M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
De lisle partners llp | 229.14K | 0.91% | $6.44M |
Monashee investment management | 55.00K | 0.56% | $1.55M |
Ranger investment management | 156.21K | 0.30% | $4.73M |
Kings path partners | 18.45K | 0.21% | $519.64K |
Perritt capital management | 10.00K | 0.15% | $281.60K |
Punch & associates investment management | 56.00K | 0.10% | $1.58M |
Gsa capital partners llp | 37.04K | 0.08% | $1.12M |
Wasatch advisors lp | 330.96K | 0.05% | $9.32M |
Hbk investments l p | 70.00K | 0.04% | $1.97M |
Independent advisor alliance | 38.66K | 0.03% | $1.09M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Marshall wace, llp | 153.13K | 0.00% | 153.13K |
Alyeska investment group | 118.90K | 0.01% | 118.90K |
Boston partners | 104.27K | 0.00% | 104.27K |
De lisle partners llp | 229.14K | 0.91% | 80.00K |
Hbk investments l p | 70.00K | 0.04% | 70.00K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Wellington management group llp | - | - | -272.73K |
Kornitzer capital management inc /ks | - | - | -126.66K |
Uniplan investment counsel | - | - | -85.44K |
Zacks investment management | - | - | -85.10K |
Rice hall james & associates | - | - | -80.35K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Marshall wace, llp | 153.13K | 0.00% | 153.13K | $4.31M |
Alyeska investment group | 118.90K | 0.01% | 118.90K | $3.35M |
Boston partners | 104.27K | 0.00% | 104.27K | $3.08M |
Hbk investments l p | 70.00K | 0.04% | 70.00K | $1.97M |
Monashee investment management | 55.00K | 0.56% | 55.00K | $1.55M |
Sold Out
Holder | Change |
---|---|
Rothschild investment | -5.00 |
Bell investment advisors | -18.00 |
Capital performance advisors llp | -26.00 |
Abich financial wealth management | -36.00 |
Quadrant capital group | -38.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 126 | 20.00% | 6,046,421 | 13.91% | 30 | 4.30% | 88 | 95.56% | 25 | -24.24% |
Mar 31, 2025 | 104 | 2.97% | 5,298,248 | 5.14% | 26 | 4.17% | 45 | -11.76% | 33 | 10.00% |
Dec 31, 2024 | 96 | -4.00% | 4,722,019 | -7.92% | 23 | 3.59% | 51 | -10.53% | 27 | 3.85% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 242.90K | 1.21% | -5.36K |
VT De Lisle America B USD | 229.14K | 1.14% | - |
Vanguard US Total Market Shares ETF | 217.23K | 1.08% | - |
Avantis US Small Cap Value ETF | 205.41K | 1.02% | 216.00 |
iShares Russell 2000 ETF | 157.89K | 0.79% | -3.04K |
Wasatch Micro Cap Value | 149.55K | 0.74% | 5.68K |
Wasatch Micro Cap Value Composite | 143.87K | 0.72% | -22.42K |
Kornitzer Small Cap Equity | 126.66K | 0.63% | - |
Buffalo Small Cap Growth | 126.66K | 0.63% | - |
Ranger Micro Cap | 115.23K | 0.57% | -40.61K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jun 27, 2025 | Yu Alan | Chief Executive Officer | Sell | $3.04M |
Jun 27, 2025 | Cheng Marvin | VP-Manufacturing, Secy | Sell | $3.04M |
Jun 12, 2025 | Cheng Marvin | VP-Manufacturing, Secy | Sell | $20.25M |
Jun 12, 2025 | Yu Alan | Chief Executive Officer | Sell | $20.25M |
Oct 17, 2023 | Wang Joanne Tzu Jung | Chief Operating Officer | Sell | $190.95K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | - | 2 |
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | - |
KRT Ownership FAQ
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