Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in KAI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.7M | $507.7M | +0.0% | 14.708% | 0.01% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.2M | $339.6M | -2.3% | 9.838% | 1.00% |
| 3 | WASATCH ADVISORS INC | 1.0M | $303.6M | +13.7% | 8.796% | 2.02% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 702K | $205.2M | β | 5.945% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 529K | $154.7M | β | 4.481% | 0.00% |
| 6 | STATE STREET CORP | 461K | $134.6M | +0.8% | 3.900% | 0.00% |
| 7 | Capital International Investors | 448K | $130.9M | -6.2% | 3.793% | 0.03% |
| 8 | Neuberger Berman Group LLC | 369K | $108.0M | -8.1% | 3.129% | 0.08% |
| 9 | Capital World Investors | 355K | $103.7M | -28.3% | 3.005% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 320K | $93.5M | +1.6% | 2.707% | 0.01% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 279K | $81.4M | -0.2% | 2.359% | 0.02% |
| 12 | RIVERBRIDGE PARTNERS LLC | 252K | $73.7M | +43.4% | 2.136% | 1.80% |
| 13 | ROYCE & ASSOCIATES LP | 238K | $69.6M | +16.1% | 2.015% | 0.69% |
| 14 | Conestoga Capital Advisors, LLC | 210K | $61.4M | -2.9% | 1.778% | 1.23% |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 182K | $53.3M | -33.4% | 1.545% | 0.09% |
| 16 | BROWN ADVISORY INC | 172K | $50.4M | -16.0% | 1.461% | 0.08% |
| 17 | MORGAN STANLEY | 163K | $47.7M | -5.0% | 1.382% | 0.00% |
| 18 | BROWN BROTHERS HARRIMAN & CO | 152K | $44.4M | 0.0% | 1.286% | 0.24% |
| 19 | NORTHERN TRUST CORP | 146K | $42.7M | +0.0% | 1.238% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 135K | $39.5M | +4.3% | 1.145% | 0.01% |
| 21 | Champlain Investment Partners, LLC | 129K | $37.7M | -30.0% | 1.093% | 0.48% |
| 22 | WELLS FARGO & COMPANY/MN | 129K | $37.7M | +4.4% | 1.092% | 0.01% |
| 23 | BANK OF AMERICA CORP /DE/ | 118K | $34.6M | +21.6% | 1.001% | 0.00% |
| 24 | Grandeur Peak Global Advisors, LLC | 114K | $33.2M | +311.5% | 0.962% | 7.78% |
| 25 | RAYMOND JAMES FINANCIAL INC | 109K | $31.9M | +7.0% | 0.927% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in KAI β a direct measure of their conviction.
Filings activity in KAI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new KAI position in Q1 2026
Institutions that fully closed their KAI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 311 | +4.4% | 111.19% | +1.78 pp | $3.71B | +1.6% |
| Q4 2025 | 298 | 3.9% | 109.41% | 3.99 pp | $3.65B | 3.5% |
| Q3 2025 | 310 | +0.0% | 113.40% | 13.95 pp | $3.78B | 11% |
| Q2 2025 | 310 | +2.0% | 127.35% | 8.27 pp | $4.25B | 6.1% |
| Q1 2025 | 304 | +5.6% | 135.62% | +6.74 pp | $4.52B | +5.2% |
| Q4 2024 | 288 | +7.1% | 128.88% | +5.72 pp | $4.30B | +4.6% |
| Q3 2024 | 269 | +7.2% | 123.16% | +17.44 pp | $4.11B | +16% |
| Q2 2024 | 251 | β | 105.72% | β | $3.53B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying KAI stock.
Based on Q1 2026 13F filings, institutional ownership of Kadant Inc. stands at 111.2%, held across 311 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of KAI, with approximately 1,736,630 shares worth $0.51B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of KAI.
Our composite Smart Money Score for KAI is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
55 institutions opened new positions in KAI during Q1 2026, while 42 fully exited. 183 added to existing positions and 72 trimmed.
KAI institutional ownership rose by 1.78 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 56.1% of all reported 13F value in KAI, and the top 25 account for 76.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Kadant Inc. (KAI) Institutional Ownership