Institutional Ownership Kadant Inc (KAI)
This table provides information about the institutional ownership of Kadant Inc (KAI). We have compiled data on the 314 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $4.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
17
shares
|
$5,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
17
shares
|
$5,711
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
17
shares
|
$5,711
0.0% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
16
shares
|
$5,375
0.0% of portfolio
|
Q1 2024
Added 23.08%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
14
shares
|
$4,703
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
12
shares
|
$4,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
12
shares
|
$4,031
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$3,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
10
shares
|
$3,359
0.0% of portfolio
|
Q2 2024
Reduced 64.29%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
9
shares
|
$3,023
0.0% of portfolio
|
Q3 2024
Reduced 80.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7
shares
|
$2,351
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
7
shares
|
$2,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7
shares
|
$2,351
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
7
shares
|
$2,351
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
6
shares
|
$2,015
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$1,679
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
5
shares
|
$1,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4
shares
|
$1,343
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
4
shares
|
$1,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3
shares
|
$1,007
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3
shares
|
$1,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$1,007
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3
shares
|
$1,007
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2
shares
|
$671
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
2
shares
|
$671
0.0% of portfolio
|
Q2 2022
Reduced 94.44%
|