Who owns Kadant (KAI)
Which tracked institutional funds hold KAI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KAI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
74 tracked funds added or opened KAI while 57 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
KAI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes KAI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KAI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 301 tracked filers holding KAI, 144 increased or opened the position and 157 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in KAI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Jupiter Topco LLC$3M
- XTX Topco Ltd$3M
- NewEdge Advisors, LLC$923K
- BOOTHBAY FUND MANAGEMENT, LLC$853K
- TUDOR INVESTMENT CORP ET AL$613K
Full exits 20
- Amundi$19M
- Handelsbanken Fonder AB$18M
- JANUS HENDERSON GROUP PLC$16M
- BESSEMER GROUP INC$12M
- DekaBank Deutsche Girozentrale$7M
- Baird Financial Group, Inc.$3M
Largest adds
- BlackRock, Inc.$204M
- GOLDMAN SACHS GROUP INC$69M
- MORGAN STANLEY$62M
- VANGUARD PORTFOLIO MANAGEMENT LLC$18M
- STATE STREET CORP$17M
- GEODE CAPITAL MANAGEMENT, LLC$15M
Largest trims
- WASATCH ADVISORS LP$31M
- Capital World Investors$24M
- CITADEL ADVISORS LLC$20M
- Grandeur Peak Global Advisors, LLC$18M
- NEUBERGER BERMAN GROUP LLC$17M
- AMERIPRISE FINANCIAL INC$16M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,798,699 | $565M | 14.5% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,075,244 | $338M | 8.7% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 868,696 | $273M | 7.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 710,867 | $223M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 532,346 | $167M | 4.3% | 2026-Q2 |
| STATE STREET CORP added | 482,921 | $152M | 3.9% | 2026-Q2 |
| Capital International Investors added | 454,554 | $143M | 3.7% | 2026-Q2 |
| MORGAN STANLEY added | 348,784 | $110M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 343,896 | $108M | 2.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 317,583 | $100M | 2.6% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 288,432 | $91M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 287,244 | $90M | 2.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 265,709 | $83M | 2.1% | 2026-Q2 |
| Capital World Investors trimmed | 253,815 | $80M | 2.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 211,370 | $66M | 1.7% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 194,573 | $61M | 1.6% | 2026-Q2 |
| Grandeur Peak Global Advisors, LLC added | 161,010 | $15M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 158,366 | $50M | 1.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 152,296 | $48M | 1.2% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 151,837 | $48M | 1.2% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 150,265 | $47M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 148,074 | $47M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 137,453 | $43M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 129,451 | $41M | 1.0% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 108,550 | $36M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 108,182 | $34M | 0.9% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 107,316 | $34M | 0.9% | 2026-Q2 |
| NORGES BANK trimmed | 106,160 | $33M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 101,929 | $32M | 0.8% | 2026-Q2 |
| Select Equity Group, L.P. added | 101,551 | $32M | 0.8% | 2026-Q2 |
| FMR LLC added | 96,452 | $30M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 91,568 | $29M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 85,061 | $27M | 0.7% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 83,910 | $26M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 82,496 | $26M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 81,720 | $26M | 0.7% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 79,583 | $25M | 0.6% | 2026-Q2 |
| DUDLEY & SHANLEY, INC. | 75,735 | $24M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 63,299 | $20M | 0.5% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC trimmed | 63,275 | $20M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 57,738 | $18M | 0.5% | 2026-Q2 |
| Curi Capital, LLC trimmed | 56,835 | $18M | 0.5% | 2026-Q2 |
| MetLife Investment Management, LLC added | 55,038 | $17M | 0.4% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 54,662 | $17M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 53,288 | $17M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 52,382 | $16M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 50,083 | $16M | 0.4% | 2026-Q2 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC added | 48,681 | $15M | 0.4% | 2026-Q2 |
| DF DENT & CO INC added | 46,558 | $15M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 45,032 | $14M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 42,974 | $14M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 41,781 | $13M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 40,569 | $13M | 0.3% | 2026-Q2 |
| Aberdeen Group plc trimmed | 39,700 | $12M | 0.3% | 2026-Q2 |
| EULAV Asset Management | 35,800 | $11M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 34,107 | $11M | 0.3% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 32,525 | $10M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 30,769 | $10M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 30,198 | $9M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 30,161 | $9M | 0.2% | 2026-Q2 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 29,800 | $9M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 29,726 | $9M | 0.2% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 27,553 | $9M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 26,969 | $8M | 0.2% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 24,958 | $8M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC added | 24,814 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 23,720 | $7M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 22,669 | $7M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 21,891 | $7M | 0.2% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG trimmed | 16,593 | $5M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 15,881 | $5M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 15,624 | $5M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 15,186 | $5M | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 14,540 | $5M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 13,989 | $4M | 0.1% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 13,776 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 13,735 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 13,713 | $4M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 13,305 | $4M | 0.1% | 2026-Q2 |
| Clean Yield Group added | 12,636 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 12,521 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 12,511 | $4M | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 12,266 | $4M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 12,261 | $4M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 12,179 | $4M | 0.1% | 2026-Q2 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed | 11,464 | $4M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 11,085 | $3M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 10,309 | $3M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 10,296 | $3M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 9,185 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 9,180 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 9,176 | $3M | 0.1% | 2026-Q2 |
| Erste Asset Management GmbH trimmed | 8,589 | $3M | 0.1% | 2026-Q2 |
| Numerai GP LLC trimmed | 8,166 | $3M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 7,411 | $2M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 7,372 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 7,135 | $2M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 7,120 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 6,731 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 6,442 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.