Institutional Ownership Kadant Inc (KAI)
This table provides information about the institutional ownership of Kadant Inc (KAI). We have compiled data on the 315 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
20
shares
|
$6,719
0.0% of portfolio
|
Q1 2025
Added 1900.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
19
shares
|
$6,383
0.0% of portfolio
|
Q4 2024
Reduced 26.92%
|
|
|
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%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
17
shares
|
$5,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
13
shares
|
$4,367
0.0% of portfolio
|
Q1 2025
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
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
12
shares
|
$4,031
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
12
shares
|
$4,031
0.0% of portfolio
|
Q4 2022
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%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$3,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
9
shares
|
$3,023
0.0% of portfolio
|
Q3 2024
Reduced 80.43%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
7
shares
|
$2,351
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7
shares
|
$2,351
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
7
shares
|
$2,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7
shares
|
$2,351
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
5
shares
|
$1,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$1,679
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
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
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3
shares
|
$1,007
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
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
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3
shares
|
$1,007
0.0% of portfolio
|
Q2 2024
Added 50.0%
|