Public record / Tickers / KAI

KAI — KADANT INC†

Both disclosure regimes on one name: who in Congress filed about KAI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
5
all PTR rows naming KAI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-03
filed 2022-03-03
13F holders
280
top-280 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Donald S. Beyer, Jr. · $1.0K–$15.0K

SELL · traded 2022-02-28 → filed 2022-03-03. Ranked over every KAI row by the provable lower bound, never a point estimate.

No member disclosed KAI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated KAI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING KAI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KAI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-03-03Donald S. Beyer, Jr. D–VA-8SELL JT (jointly owned)Traded 02-28 +3d$1K–$15K
2021-04-01Donald S. Beyer, Jr. D–VA-8BUY JT (jointly owned)Traded 03-18 +14d$1K–$15K
2021-04-01Donald S. Beyer, Jr. D–VA-8BUY JT (jointly owned)Traded 03-11 +21d$1K–$15K
2021-02-27Donald S. Beyer, Jr. D–VA-8BUY JT (jointly owned)Traded 02-04 +23d$1K–$15K
2021-01-01Donald S. Beyer, Jr. D–VA-8BUY JT (jointly owned)Traded 2020-12-15 +17d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in KAI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed KAI in the trailing 12 months.

Congress ↔ notable managers · KAI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · KADANT INC

Merged timeline of congressional filings and notable-manager moves on KAI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−5,262 sh
2026-05-14Caxton Associates 13FEXIT−1,120 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of KAI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$508M1
2WASATCH ADVISORS LP$304M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$205M1
4VANGUARD CAPITAL MANAGEMENT LLC$155M1
5STATE STREET CORP$135M1
6Capital International Investors$131M1
7Capital World Investors$104M1
8GEODE CAPITAL MANAGEMENT, LLC$93.5M1
9DIMENSIONAL FUND ADVISORS LP$81.4M1
10RIVERBRIDGE PARTNERS LLC$73.7M1
11ROYCE & ASSOCIATES LP$69.6M1
12Conestoga Capital Advisors, LLC$61.4M1
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$53.3M1
14BROWN ADVISORY INC$50.4M1
15MORGAN STANLEY$47.7M1
16NORTHERN TRUST CORP$42.7M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$39.5M1
18Champlain Investment Partners, LLC$37.7M1
19WELLS FARGO & COMPANY/MN$37.7M1
20BANK OF AMERICA CORP /DE/$34.6M1
21Grandeur Peak Global Advisors, LLC$33.2M1
22RAYMOND JAMES FINANCIAL INC$31.9M1
23FMR LLC$29.1M1
24MASSACHUSETTS FINANCIAL SERVICES CO /MA/$27.6M1
25Select Equity Group, L.P.$25.9M1
26Legal & General Group Plc$25.4M1
27AMERIPRISE FINANCIAL INC$25.4M1
28SEI INVESTMENTS CO$25.1M1
29VANGUARD FIDUCIARY TRUST CO$23.9M1
30Bank of New York Mellon Corp$23.7M1
31Grantham, Mayo, Van Otterloo & Co. LLC$22.8M1
32DUDLEY & SHANLEY, INC.$22.1M1
33Chevy Chase Trust Holdings, LLC$21.7M1
34ROYAL BANK OF CANADA$21.2M1
35CITADEL ADVISORS LLC$21.2M1
36UBS Group AG$19.6M1
37Amundi$19.0M1
38Curi Capital, LLC$17.2M1
39ENVESTNET ASSET MANAGEMENT INC$16.9M1
40PRINCIPAL FINANCIAL GROUP INC$16.8M1
41Janus Henderson Group Ltd.$16.4M1
42Pictet Asset Management Holding SA$16.1M1
43MetLife Investment Management, LLC$15.8M1
44Aberdeen Group plc$14.3M1
45DF DENT & CO INC$13.6M1
46Allspring Global Investments Holdings, LLC$13.0M1
47SOUTHERNSUN ASSET MANAGEMENT, LLC$12.6M1
48PUBLIC SECTOR PENSION INVESTMENT BOARD$12.3M1
49Aptus Capital Advisors, LLC$12.1M1
50ArrowMark Colorado Holdings LLC$11.1M1
51EULAV Asset Management$10.5M1
52FIFTH THIRD BANCORP$9.9M1
53Invesco Ltd.$9.8M1
54PARADIGM CAPITAL MANAGEMENT INC/NY$8.7M1
55OPPENHEIMER ASSET MANAGEMENT INC.$8.3M1
56CITIGROUP INC$7.8M1
57STIFEL FINANCIAL CORP$7.7M1
58Nuveen, LLC$7.5M1
59Swiss National Bank$6.8M1
60UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.7M1
61WCM INVESTMENT MANAGEMENT, LLC$6.6M1
62SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6.6M1
63MILLENNIUM MANAGEMENT LLC$6.1M1
64ProShare Advisors LLC$6.0M1
65B. Metzler seel. Sohn & Co. AG$5.2M1
66REGIONS FINANCIAL CORP$4.9M1
67Callan Family Office, LLC$4.3M1
68KORNITZER CAPITAL MANAGEMENT INC /KS$4.3M1
69Man Group plc$4.2M1
70BNP Paribas Asset Management Holding S.A.$4.1M1
71Numerai GP LLC$3.9M1
72Emerald Investment Advisers, LLC$3.9M1
73ALLIANCEBERNSTEIN L.P.$3.8M1
74GHP Investment Advisors, Inc.$3.6M1
75Holocene Advisors, LP$3.5M1
76PRUDENTIAL FINANCIAL INC$3.5M1
77MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$3.4M1
78VANGUARD ASSET MANAGEMENT, Ltd$3.4M1
79BLAIR WILLIAM & CO/IL$3.3M1
80Baird Financial Group, Inc.$3.1M1
81DEUTSCHE BANK AG\$3.1M1
82HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.8M1
83Universal- Beteiligungs- und Servicegesellschaft mbH$2.6M1
84AMERICAN CENTURY COMPANIES INC$2.5M1
85Creative Planning$2.5M1
86&PARTNERS$2.2M1
87Vestmark Advisory Solutions, Inc.$2.2M1
88NewEdge Wealth, LLC$2.2M1
89State of New Jersey Common Pension Fund D$2.0M1
90TWO SIGMA INVESTMENTS, LP$2.0M1
91Quantinno Capital Management LP$2.0M1
92AQR CAPITAL MANAGEMENT LLC$2.0M1
93SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M1
94Illinois Municipal Retirement Fund$1.8M1
95PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.7M1
96Linden Thomas Advisory Services, LLC$1.7M1
97FRANKLIN RESOURCES INC$1.6M1
98MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.6M1
99Jefferies Financial Group Inc.$1.6M1
100D. E. Shaw & Co., Inc.$1.6M1
101Atria Investments, Inc$1.5M1
102MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.5M1
103Zhang Financial LLC$1.4M1
104Vanguard Global Advisers, LLC$1.4M1
105VOYA INVESTMENT MANAGEMENT LLC$1.4M1
106IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3M1
107LPL Financial LLC$1.2M1
108VICTORY CAPITAL MANAGEMENT INC$1.2M1
109Cetera Investment Advisers$1.2M1
110NEW YORK STATE COMMON RETIREMENT FUND$1.1M1
111Diversified Trust Co$1.1M1
112Wakefield Asset Management LLLP$1.1M1
113FIRST TRUST ADVISORS LP$1.0M1
114BARCLAYS PLC$974K1
115Arizona State Retirement System$946K1
116STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$899K1
117Cerity Partners LLC$869K1
118COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$852K1
119Vanguard Investments Australia, Ltd.$845K1
120NISA INVESTMENT ADVISORS, LLC$839K1
121OREGON PUBLIC EMPLOYEES RETIREMENT FUND$788K1
122LaFleur & Godfrey LLC$777K1
123SummitTX Capital, L.P.$765K1
124KLP KAPITALFORVALTNING AS$754K1
125Curated Wealth Partners LLC$750K1
126Brevan Howard Capital Management LP$732K1
127INTECH INVESTMENT MANAGEMENT LLC$719K1
128SHEETS SMITH WEALTH MANAGEMENT$701K1
129OneDigital Investment Advisors LLC$619K1
130Pathstone Holdings, LLC$619K1
131M&T BANK CORP$611K1
132BENJAMIN EDWARDS INC$584K1
133ExodusPoint Capital Management, LP$579K1
134Concurrent Investment Advisors, LLC$567K1
135Zurcher Kantonalbank (Zurich Cantonalbank)$560K1
136Impact Capital Partners LLC$546K1
137Bridgewater Associates, LP$527K1
138Inspire Investing, LLC$515K1
139Maryland State Retirement & Pension System$501K1
140OAK ASSOCIATES LTD /OH/$495K1
141BALYASNY ASSET MANAGEMENT L.P.$486K1
142US BANCORP \DE\$472K1
143Aquatic Capital Management LLC$472K1
144OSAIC HOLDINGS, INC.$468K1
145MERCER GLOBAL ADVISORS INC /ADV$463K1
146EXENCIAL WEALTH ADVISORS, LLC$453K1
147BANK OF MONTREAL /CAN/$442K1
148Apollon Wealth Management, LLC$437K1
149Vanguard Personalized Indexing Management, LLC$422K1
150Yorktown Management & Research Co Inc$417K1
151D.A. DAVIDSON & CO.$396K1
152MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$394K1
153GLENMEDE TRUST CO NA$388K1
154Sanctuary Advisors, LLC$384K1
155Tidal Investments LLC$374K1
156EQUITABLE TRUST CO$365K1
157Quantum Private Wealth, LLC$359K1
158Parkside Financial Bank & Trust$347K1
159STATE OF WISCONSIN INVESTMENT BOARD$336K1
160XPONANCE LLC$326K1
161World Investment Advisors$324K1
162PEAK6 LLC$299K1
163WEALTH ALLIANCE, LLC$296K1
164O'SHAUGHNESSY ASSET MANAGEMENT, LLC$290K1
165Ameritas Investment Partners, Inc.$288K1
166QUADRANT CAPITAL GROUP LLC$278K1
167Voya Financial Advisors, Inc.$270K1
168Rockefeller Capital Management L.P.$269K1
169Steward Partners Investment Advisory, LLC$265K1
170Brooklyn Investment Group$263K1
171MML INVESTORS SERVICES, LLC$253K1
172Tower Research Capital LLC (TRC)$251K1
173MidFirst Bank$245K1
174Abel Hall, LLC$240K1
175Swiss Life Asset Management Ltd$240K1
176Hardy Reed LLC$238K1
177DnB Asset Management AS$231K1
178nVerses Capital, LLC$228K1
179Ensign Peak Advisors, Inc$221K1
180Corient Private Wealth LLC$219K1
181Penobscot Investment Management Company, Inc.$219K1
182CIBC Bancorp USA Inc.$219K1
183RWC Asset Management LLP$218K1
184CIBC Asset Management Inc$212K1
185ASSOCIATED BANC-CORP$210K1
186MOODY NATIONAL BANK TRUST DIVISION$207K1
187MAI Capital Management$155K1
188Caitong International Asset Management Co., Ltd$153K1
189Smartleaf Asset Management LLC$94.6K1
190Pflug Koory, LLC$73.1K1
191State of Wyoming$71.3K1
192Hilltop National Bank$68.7K1
193CWM, LLC$55.5K1
194Pinnacle Wealth Planning Services, Inc.$53.5K1
195NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$52.6K1
196Aster Capital Management (DIFC) Ltd$48.5K1
197Salomon & Ludwin, LLC$46.1K1
198Resona Asset Management Co.,Ltd.$36.2K1
199Allworth Financial LP$32.1K1
200Freestone Grove Partners LP$28.1K1
201Opal Wealth Advisors, LLC$25.7K1
202Kemnay Advisory Services Inc.$23.7K1
203Westside Investment Management, Inc.$22.8K1
204Sterling Capital Management LLC$22.5K1
205Key FInancial Inc$15.2K1
206UMB Bank, n.a.$13.4K1
207SIGNATUREFD, LLC$12.3K1
208Atlantic Union Bankshares Corp$10.2K1
209JNBA Financial Advisors$9.9K1
210INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$9.9K1
211ASSETMARK, INC$9.1K1
212Meramec Financial Planners, LLC$7.9K1
213BARROW HANLEY MEWHINNEY & STRAUSS LLC$7.3K1
214DekaBank Deutsche Girozentrale$6.9K1
215DANSKE BANK A/S$5.8K1
216CHILTON CAPITAL MANAGEMENT LLC$5.8K1
217Keating Financial Advisory Services, Inc.$4.7K1
218Mitsubishi UFJ Asset Management Co., Ltd.$4.1K1
219ARMSTRONG ADVISORY GROUP, INC$3.5K1
220NATIONAL BANK OF CANADA /FI/$3.2K1
221MATHER GROUP, LLC.$2.9K1
222Richardson Capital Management LLC$2.9K1
223CANADA LIFE ASSURANCE Co$2.9K1
224JFS WEALTH ADVISORS, LLC$2.6K1
225Larson Financial Group LLC$2.6K1
226THRIVENT FINANCIAL FOR LUTHERANS$2.3K1
227FARMERS & MERCHANTS INVESTMENTS INC$2.0K1
228CVA Family Office, LLC$2.0K1
229State of Alaska, Department of Revenue$1.7K1
230Dogwood Wealth Management LLC$1.5K1
231Virtu Financial LLC$1.2K1
232BROWN, LISLE/CUMMINGS, INC.$1.2K1
233Westfuller Advisors, LLC$1.2K1
234AMALGAMATED BANK$9911
235Main Management ETF Advisors, LLC$9211
236SkyView Investment Advisors, LLC$8901
237Bell Investment Advisors, Inc$8781
238TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$8631
239Vancity Investment Management Ltd$7061
240NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6801
241VAN ECK ASSOCIATES CORP$6721
242SJS Investment Consulting Inc.$5851
243Ankerstar Wealth, LLC$5851
244GILPIN WEALTH MANAGEMENT, LLC$5851
245HFM Investment Advisors, LLC$5851
246PARK AVENUE SECURITIES LLC$3011
247Physician Wealth Advisors, Inc.$2931
248Rialto Wealth Management, LLC$2931
249PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$2611
250KBC Group NV$1181
251HARBOR CAPITAL ADVISORS, INC.$151
252VANGUARD GROUP INC— value not disclosed1
253KING LUTHER CAPITAL MANAGEMENT CORP— value not disclosed1
254Clearstead Advisors, LLC— value not disclosed1
255COMERICA BANK— value not disclosed1
256MACKENZIE FINANCIAL CORP— value not disclosed1
257TD ASSET MANAGEMENT INC— value not disclosed1
258CIBC WORLD MARKETS CORP— value not disclosed1
259PROFUND ADVISORS LLC— value not disclosed1
260CIBC Private Wealth Group LLC— value not disclosed1
261NORGES BANK— value not disclosed1
262Legato Capital Management LLC— value not disclosed1
263Alberta Investment Management Corp— value not disclosed1
264VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
265Arax Advisory Partners— value not disclosed1
266WEALTH ENHANCEMENT ADVISORY SERVICES, LLC— value not disclosed1
267Squarepoint Ops LLC— value not disclosed1
268Global Retirement Partners, LLC— value not disclosed1
269Farringdon Capital, Ltd.— value not disclosed1
270MQS Management LLC— value not disclosed1
271INCEPTIONR LLC— value not disclosed1
272Kestra Advisory Services, LLC— value not disclosed1
273F/m Investments LLC— value not disclosed1
274Optiver Holding B.V.— value not disclosed1
275AlphaQuest LLC— value not disclosed1
2764D Advisors, LLC— value not disclosed1
277Abound Wealth Management— value not disclosed1
278QSV Equity Investors LLC— value not disclosed1
279CAXTON ASSOCIATES LLP— value not disclosed1
280MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 251 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on KAI

RETAINED WINDOW · ACTIVE HITS

Zero hits on KAI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for KAI · financials and macro

Financials — as filed PLANNED

KAI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: KAI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing