Institutional Ownership Kadant Inc (KAI)
This table provides information about the institutional ownership of Kadant Inc (KAI). We have compiled data on the 349 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
12
shares
|
$3,058
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
11
shares
|
$2,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11
shares
|
$2,804
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
10
shares
|
$2,549
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$2,549
0.0% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
10
shares
|
$2,549
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
9
shares
|
$2,294
0.0% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9
shares
|
$2,294
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
9
shares
|
$2,294
0.0% of portfolio
|
Q2 2025
Reduced 43.75%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
8
shares
|
$2,039
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
8
shares
|
$2,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
8
shares
|
$2,039
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
8
shares
|
$2,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7
shares
|
$1,784
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
7
shares
|
$1,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,784
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
6
shares
|
$1,529
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
6
shares
|
$1,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
5
shares
|
$1,274
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
5
shares
|
$1,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
5
shares
|
$1,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5
shares
|
$1,274
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3
shares
|
$764
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
3
shares
|
$764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3
shares
|
$764
0.0% of portfolio
|
Q3 2025
New holding
|
|