Filing Research | KAI - KADANT INC Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	868.7KSH	$273.0M
2	RIVERBRIDGE PARTNERS LLC	Shares	194.6KSH	$61.1M
3	Conestoga Capital Advisors, LLC	Shares	150.3KSH	$47.2M
4	DUDLEY & SHANLEY, INC.	Shares	75.7KSH	$23.8M
5	GHP Investment Advisors, Inc.	Shares	12.3KSH	$3.9M
6	Linden Thomas Advisory Services, LLC	Shares	6.4KSH	$2.0M
7	Louisiana State Employees Retirement System	Shares	5.2KSH	$1.6M
8	Police & Firemen's Retirement System of New Jersey	Shares	3.5KSH	$1.1M
9	Diversified Trust Co	Shares	3.5KSH	$1.1M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.2KSH	$1.0M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	2.8KSH	$879.8K
12	LaFleur & Godfrey LLC	Shares	2.4KSH	$747.2K
13	SHEETS SMITH WEALTH MANAGEMENT	Shares	2.4KSH	$739.4K
14	Impact Capital Partners LLC	Shares	1.8KSH	$550.2K
15	BENJAMIN EDWARDS INC	Shares	1.7KSH	$526.3K
16	Yorktown Management & Research Co Inc	Shares	1.4KSH	$447.8K
17	D.A. DAVIDSON & CO.	Shares	1.4KSH	$426.1K
18	Fifth Third Wealth Advisors LLC	Shares	920SH	$289.1K
19	Trust Point Inc.	Shares	865SH	$271.8K
20	Apollon Wealth Management, LLC	Shares	826SH	$259.6K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	851SH	$250.7K
22	Penobscot Investment Management Company, Inc.	Shares	750SH	$235.7K
23	MOODY NATIONAL BANK TRUST DIVISION	Shares	663SH	$208.3K
24	GAMMA Investing LLC	Shares	553SH	$173.8K
25	MeadowBrook Investment Advisors LLC	Shares	488SH	$153.3K
26	Pflug Koory, LLC	Shares	250SH	$78.6K
27	Hilltop National Bank	Shares	235SH	$73.8K
28	Farther Finance Advisors, LLC	Shares	113SH	$35.5K
29	FIRST HORIZON CORP	Shares	91SH	$28.6K
30	SIGNATUREFD, LLC	Shares	66SH	$20.7K
31	Handelsbanken Fonder AB	Shares	61.8KSH	$19.4K
32	Versant Capital Management, Inc	Shares	54SH	$17.0K
33	Key FInancial Inc	Shares	52SH	$16.3K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	41SH	$12.6K
35	LRI Investments, LLC	Shares	40SH	$12.6K
36	EverSource Wealth Advisors, LLC	Shares	27SH	$8.5K
37	Atlatl Advisers LLC	Shares	17SH	$5.3K
38	Rosenberg Matthew Hamilton	Shares	15SH	$4.7K
39	ARMSTRONG ADVISORY GROUP, INC	Shares	12SH	$3.8K
40	JFS WEALTH ADVISORS, LLC	Shares	11SH	$3.5K
41	Dogwood Wealth Management LLC	Shares	10SH	$3.1K
42	MassMutual Private Wealth & Trust, FSB	Shares	7SH	$2.2K
43	FARMERS & MERCHANTS INVESTMENTS INC	Shares	6SH	$1.9K
44	Fortitude Family Office, LLC	Shares	6SH	$1.9K
45	Bogart Wealth, LLC	Shares	5SH	$1.6K
46	State of Alaska, Department of Revenue	Shares	3.9KSH	$1.2K
47	AMALGAMATED BANK	Shares	3.2KSH	$998
48	Cedar Mountain Advisors, LLC	Shares	3SH	$943
49	Creative Capital Management Investments LLC	Shares	3SH	$943
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.7KSH	$851

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	DUDLEY & SHANLEY, INC. unchanged	Shares	0	+$1.7M	$23.8M
2	Linden Thomas Advisory Services, LLC added	Shares	+690	+$342.0K	$2.0M
3	Fifth Third Wealth Advisors LLC new	Shares	+920	+$289.1K	$289.1K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+851	+$250.7K	$250.7K
5	GHP Investment Advisors, Inc. trimmed	Shares	-125	+$231.8K	$3.9M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+290	+$162.4K	$1.1M
7	Louisiana State Employees Retirement System unchanged	Shares	0	+$113.8K	$1.6M
8	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+16	+$74.5K	$1.0M
9	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-45	+$38.4K	$739.4K
10	Yorktown Management & Research Co Inc unchanged	Shares	0	+$31.2K	$447.8K
11	D.A. DAVIDSON & CO. unchanged	Shares	0	+$29.7K	$426.1K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-113	+$28.2K	$879.8K
13	GAMMA Investing LLC added	Shares	+18	+$17.4K	$173.8K
14	Penobscot Investment Management Company, Inc. unchanged	Shares	0	+$16.4K	$235.7K
15	Diversified Trust Co trimmed	Shares	-210	+$15.4K	$1.1M
16	MeadowBrook Investment Advisors LLC unchanged	Shares	0	+$10.7K	$153.3K
17	SIGNATUREFD, LLC added	Shares	+24	+$8.5K	$20.7K
18	Pflug Koory, LLC unchanged	Shares	0	+$5.5K	$78.6K
19	Atlatl Advisers LLC new	Shares	+17	+$5.3K	$5.3K
20	Hilltop National Bank unchanged	Shares	0	+$5.1K	$73.8K
21	Impact Capital Partners LLC trimmed	Shares	-117	+$4.1K	$550.2K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+7	+$2.7K	$12.6K
23	Versant Capital Management, Inc added	Shares	+2	+$1.8K	$17.0K
24	Dogwood Wealth Management LLC added	Shares	+5	+$1.7K	$3.1K
25	Handelsbanken Fonder AB added	Shares	+715	+$1.6K	$19.4K
26	MOODY NATIONAL BANK TRUST DIVISION trimmed	Shares	-45	+$1.4K	$208.3K
27	Key FInancial Inc unchanged	Shares	0	+$1.1K	$16.3K
28	Creative Capital Management Investments LLC new	Shares	+3	+$943	$943
29	JFS WEALTH ADVISORS, LLC added	Shares	+2	+$825	$3.5K
30	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$592	$8.5K
31	LRI Investments, LLC trimmed	Shares	-1	+$583	$12.6K
32	FIRST HORIZON CORP trimmed	Shares	-5	+$529	$28.6K
33	Rosenberg Matthew Hamilton unchanged	Shares	0	+$328	$4.7K
34	Davis Capital Management new	Shares	+1	+$314	$314
35	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$262	$3.8K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+381	+$171	$851
37	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$154	$2.2K
38	Premier Fund Managers Ltd new	Shares	+472	+$148	$148
39	Fortitude Family Office, LLC unchanged	Shares	0	+$131	$1.9K
40	Bogart Wealth, LLC unchanged	Shares	0	+$109	$1.6K
41	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$66	$943
42	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$44	$629
43	SJS Investment Consulting Inc. unchanged	Shares	0	+$44	$629
44	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$22	$315
45	AMALGAMATED BANK trimmed	Shares	-212	+$7	$998
46	PARK AVENUE SECURITIES LLC trimmed	Shares	-218	-$46	$255
47	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-1	-$161	$1.9K
48	Hughes Financial Services, LLC trimmed	Shares	-1	-$271	$314
49	State of Alaska, Department of Revenue trimmed	Shares	-1.9K	-$477	$1.2K
50	Richardson Capital Management LLC exited	Shares	-10	-$2.9K	$0

Scroll to load more