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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Donald S. Beyer, Jr. · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-03-03Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 02-28 +3d$1K–$15K
2021-04-01Donald S. Beyer, Jr. D–VA-8Purchase · JT (jointly owned)Traded 03-18 +14d$1K–$15K
2021-04-01Donald S. Beyer, Jr. D–VA-8Purchase · JT (jointly owned)Traded 03-11 +21d$1K–$15K
2021-02-27Donald S. Beyer, Jr. D–VA-8Purchase · JT (jointly owned)Traded 02-04 +23d$1K–$15K
2021-01-01Donald S. Beyer, Jr. D–VA-8Purchase · JT (jointly owned)Traded 2020-12-15 +17d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
253KING LUTHER CAPITAL MANAGEMENT CORP$01
254Clearstead Advisors, LLC$01
255COMERICA BANK$01
256MACKENZIE FINANCIAL CORP$01
257TD ASSET MANAGEMENT INC$01
258CIBC WORLD MARKETS CORP$01
259PROFUND ADVISORS LLC$01
260CIBC Private Wealth Group LLC$01
261NORGES BANK$01
262Legato Capital Management LLC$01
263Alberta Investment Management Corp$01
264VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
265Arax Advisory Partners$01
266WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$01
267Squarepoint Ops LLC$01
268Global Retirement Partners, LLC$01
269Farringdon Capital, Ltd.$01
270MQS Management LLC$01
271INCEPTIONR LLC$01
272Kestra Advisory Services, LLC$01
273F/m Investments LLC$01
274Optiver Holding B.V.$01
275AlphaQuest LLC$01
2764D Advisors, LLC$01
277Abound Wealth Management$01
278QSV Equity Investors LLC$01
279CAXTON ASSOCIATES LLP$01
280MASECO LLP$01
Truncated by Public Filings. The published aggregate ranks the top 280 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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