| 1.79% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 711K | $223.4M | +1.3% | 6.020% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 532K | $167.3M | +0.6% | 4.508% | 0.00% |
| 6 | STATE STREET CORP | 483K | $151.7M | +4.9% | 4.090% | 0.00% |
| 7 | Capital International Investors | 455K | $142.8M | +1.5% | 3.849% | 0.03% |
| 8 | MORGAN STANLEY | 349K | $109.6M | +113.8% | 2.954% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 344K | $108.1M | +7.6% | 2.912% | 0.01% |
| 10 | GOLDMAN SACHS GROUP INC | 318K | $99.8M | +204.3% | 2.689% | 0.01% |
| 11 | Neuberger Berman Group LLC | 288K | $90.6M | -21.9% | 2.443% | 0.03% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 287K | $90.3M | +3.1% | 2.433% | 0.02% |
| 13 | ROYCE & ASSOCIATES LP | 266K | $83.5M | +11.7% | 2.250% | 0.67% |
| 14 | Capital World Investors | 254K | $79.8M | -28.5% | 2.149% | 0.01% |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 211K | $66.4M | +15.9% | 1.790% | 0.10% |
| 16 | Grandeur Peak Global Advisors, LLC | 211K | $66.3M | +85.8% | 1.787% | 7.67% |
| 17 | RIVERBRIDGE PARTNERS LLC | 195K | $61.1M | -22.9% | 1.648% | 1.71% |
| 18 | BROWN ADVISORY INC | 158K | $49.8M | -8.2% | 1.341% | 0.08% |
| 19 | BROWN BROTHERS HARRIMAN & CO | 152K | $47.7M | 0.0% | 1.286% | 0.21% |
| 20 | Conestoga Capital Advisors, LLC | 150K | $47.2M | -28.4% | 1.272% | 1.03% |
| 21 | NORTHERN TRUST CORP | 148K | $46.5M | +1.3% | 1.254% | 0.01% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 137K | $43.2M | +1.7% | 1.164% | 0.01% |
| 23 | WELLS FARGO & COMPANY/MN | 129K | $40.7M | +0.4% | 1.096% | 0.01% |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 109K | $36.4M | +23.6% | 0.919% | 0.01% |
| 25 | BANK OF AMERICA CORP /DE/ | 108K | $34.0M | -8.5% | 0.916% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in KAI — a direct measure of their conviction.
| 118.64% |
| +5.18 pp |
| $4.52B |
| +5.2% |
| Q4 2024 | 288 | +7.1% | 113.46% | +5.97 pp | $4.30B | +4.6% |
| Q3 2024 | 269 | — | 107.49% | — | $4.11B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
29 institutions opened new positions in KAI during Q2 2026, while 25 fully exited. 211 added to existing positions and 76 trimmed.
KAI institutional ownership fell by 0.26 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 54.5% of all reported 13F value in KAI, and the top 25 account for 76.6%.
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