KAI — KADANT INC
As of Q2 2026, 35 SEC-registered investment managers reported holding KAI (KADANT INC) in their latest 13F filings, with a combined reported value of $1.51B across 4.93M shares. That is +10.0% by share count (+449.72K shares) versus the previous quarter, while reported value moved +19.3%. Ownership is concentrated: the five largest holders account for 64.2% of reported value and the top ten for 80.6%.
Compared with the prior quarter, 1 opened new positions, 19 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
KAI is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 1.80M | $565.21M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 1.30M | $369.88M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 348.78K | $109.60M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 343.90K | $108.08M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 317.58K | $99.79M | 0.01% | Add |
| Royce & Associates history | Q2 2026 | 265.71K | $83.49M | 0.67% | Add |
| Capital World Investors history | Q2 2026 | 253.81K | $79.76M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 148.07K | $46.53M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 137.45K | $43.19M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 129.45K | $40.68M | 0.01% | Hold |
| MFS Investment Management history | Q2 2026 | 108.55K | $36.44M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 108.18K | $33.99M | 0.00% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 106.16K | $33.36M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 96.45K | $30.31M | 0.00% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 91.57K | $28.77M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 82.50K | $25.92M | 0.00% | Add |
| Amundi US history | Q2 2026 | 65.02K | $20.46M | 0.01% | Hold |
| Principal Global Investors history | Q2 2026 | 57.74K | $18.14M | 0.01% | Hold |
| UBS Group AG history | Q2 2026 | 53.29K | $16.74M | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 52.38K | $16.46M | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 42.97K sh · $13.65M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 56.16K sh · $16.42M
- Balyasny Asset Management sold 1.66K sh · $486.18K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 958.55K | 952.06K | 1.81M | 1.77M | 1.74M | 1.74M | 1.74M | 1.80M |
| Morgan Stanley | 19.97K | 15.01K | 14.57K | 50.02K | 51.88K | 30.24K | 39.14K | 52.33K | 51.14K | 55.60K | 86.39K | 76.19K | 95.80K | 176.94K | 319.35K | 381.27K | 320.45K | 171.73K | 163.17K | 348.78K |
| Geode Capital Management | 190.10K | 190.30K | 195.54K | 195.76K | 199.14K | 233.19K | 237.01K | 244.54K | 253.36K | 264.49K | 279.19K | 296.66K | 266.99K | 265.97K | 274.85K | 279.01K | 312.20K | 314.50K | 319.62K | 343.90K |
| Goldman Sachs Group | 11.57K | 30.36K | 9.67K | 60.10K | 60.35K | 90.62K | 109.05K | 115.69K | 87.36K | 84.86K | 75.49K | 110.93K | 97.50K | 121.02K | 88.61K | 81.10K | 81.38K | 76.28K | 104.35K | 317.58K |
| Royce & Associates | 480.45K | 442.50K | 447.45K | 481.23K | 501.43K | 430.39K | 359.17K | 365.33K | 386.38K | 344.30K | 280.22K | 267.96K | 241.32K | 205.63K | 149.19K | 138.90K | 156.65K | 204.94K | 237.95K | 265.71K |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | 283.43K | 284.19K | 313.35K | 313.09K | 302.61K | 311.28K | 316.21K | 494.77K | 354.85K | 253.81K |
| Northern Trust Corp | 189.72K | 185.32K | 176.94K | 173.46K | 172.71K | 174.51K | 174.96K | 141.51K | 142.39K | 142.17K | 144.42K | 131.09K | 146.44K | 154.47K | 165.44K | 160.43K | 155.98K | 146.17K | 146.22K | 148.07K |
| Charles Schwab Investment Management | 97.16K | 98.57K | 101.56K | 101.76K | 105.33K | 108.88K | 109.55K | 110.65K | 114.16K | 114.77K | 115.78K | 119.10K | 121.24K | 121.69K | 126.61K | 127.96K | 127.56K | 129.52K | 135.14K | 137.45K |
| Wells Fargo & Co | 463.54K | 18.18K | 13.54K | 2.66K | 2.60K | 2.70K | 4.44K | 7.23K | 4.42K | 74.19K | 98.04K | 135.64K | 134.97K | 128.28K | 134.59K | 130.53K | 122.29K | 123.53K | 128.99K | 129.45K |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 61.29K | 75.11K | 87.41K | 87.79K | 108.55K |
| Bank of America Corp | 90.37K | 84.05K | 86.61K | 86.77K | 83.00K | 86.17K | 87.03K | 94.38K | 98.81K | 73.39K | 63.99K | 67.42K | 77.58K | 69.81K | 119.08K | 147.46K | 138.70K | 97.21K | 118.25K | 108.18K |
| Norges Bank Investment Management | — | — | — | — | — | 2.64K | — | — | — | 24.68K | — | 134.87K | — | 134.87K | — | 126.06K | — | 150.81K | — | 106.16K |
| Fidelity Management & Research (FMR) | 136.06K | 134.00K | 138.74K | 154.96K | 147.68K | 147.61K | 142.14K | 145.33K | 139.21K | 136.40K | 140.27K | 142.72K | 144.34K | 161.12K | 147.49K | 147.09K | 123.32K | 99.99K | 99.50K | 96.45K |
| Legal & General Investment Management America | 33.04K | 37.10K | 42.25K | 45.16K | 49.64K | 53.45K | 55.30K | 54.94K | 53.13K | 51.70K | 38.06K | 41.56K | 43.87K | 43.59K | 67.95K | 72.57K | 86.18K | 86.57K | 87.02K | 91.57K |
| BNY Mellon | 71.38K | 57.75K | 58.09K | 56.19K | 60.59K | 66.19K | 65.99K | 65.76K | 66.61K | 61.53K | 58.48K | 63.95K | 54.70K | 46.55K | 79.63K | 79.69K | 77.82K | 82.62K | 81.09K | 82.50K |
| Amundi US | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 18.94K | 20.87K | 55.04K | 50.38K | 65.14K | 65.02K |
| Principal Global Investors | 14.22K | 6.52K | 5.08K | 5.94K | 3.18K | 3.08K | 2.73K | 2.98K | 3.71K | 4.91K | 5.97K | 6.60K | 6.30K | 7.13K | 64.89K | 58.42K | 56.95K | 56.32K | 57.59K | 57.74K |
| UBS Group AG | 53.85K | 56.00K | 53.55K | 75.51K | 75.08K | 51.04K | 55.62K | 59.18K | 60.56K | 66.96K | 63.38K | 55.16K | 59.95K | 126.08K | 175.13K | 111.85K | 114.47K | 82.72K | 66.89K | 53.29K |
| Citigroup Inc | 2.50K | 3.46K | 1.01K | 1.08K | 497 | 450 | 734 | 5.93K | 2.59K | 3.40K | 35.58K | 4.61K | 14.89K | 15.53K | 18.32K | 25.38K | 27.63K | 26.79K | 26.80K | 52.38K |
| JPMorgan Chase & Co | 73.33K | 73.34K | 60.67K | 53.98K | 53.91K | 53.86K | 41.80K | 55.08K | 50.24K | 52.59K | 50.05K | 40.36K | 64.72K | 83.72K | 50.74K | 41.32K | 99.70K | 45.98K | — | 42.97K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details