Vault-13

KIMBALL ELECTRONICS INC KE

COM · Common Stock · CUSIP 49428J109

137 institutional holders +9 vs Q3 2022
16,934,56516.9m shares reported held*
68.5% of all shares outstanding*
$382.6mreported value*
16 new 43 added 48 reduced 6 sold out net bought ≈ $10.0m (+442.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 24.7m as of 2023-01-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $22.59. Options: 3 managers hold calls ($70.0k notional), 2 hold puts ($18.1k).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 128Q4 22: 137137Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022128
Q4 2022137

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60k$80kQ3 22 calls: $0Q3 22 puts: $17.0kQ3 22P/C —Q4 22 calls: $70.0kQ4 22 puts: $18.1kQ4 22P/C 0.26
Numbers
QuarterCallsPutsP/C
Q3 2022$0$17.0k—
Q4 2022$70.0k$18.1k0.26

Biggest buyers

WASATCH ADVISORS LP New +275,056+275.1k
Hodges Capital Management Inc. Added +270,205+270.2k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +57,476+57.5k
BlackRock Inc. Added +55,193+55.2k
Invesco Ltd. Added +47,498+47.5k
ROYCE & ASSOCIATES LP Added +45,440+45.4k
TECTONIC ADVISORS LLC New +24,026+24.0k
TWO SIGMA INVESTMENTS, LP New +21,317+21.3k
GOLDMAN SACHS GROUP INC Added +20,231+20.2k
EARNEST PARTNERS LLC Added +18,312+18.3k

Biggest sellers

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Reduced -84,000-84.0k
LSV ASSET MANAGEMENT Reduced -62,100-62.1k
MILLENNIUM MANAGEMENT LLC Reduced -60,418-60.4k
STIFEL FINANCIAL CORP Reduced -50,156-50.2k
VICTORY CAPITAL MANAGEMENT INC Reduced -48,640-48.6k
CITADEL ADVISORS LLC Reduced -42,290-42.3k
KENNEDY CAPITAL MANAGEMENT LLC Reduced -39,322-39.3k
PRUDENTIAL FINANCIAL INC Reduced -31,785-31.8k
MORGAN STANLEY Reduced -25,541-25.5k
Bank of New York Mellon Corp Reduced -24,720-24.7k

Biggest calls

CITADEL ADVISORS LLC New $67.8k3.0k shares
GROUP ONE TRADING LLC New $2.3k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC New $18.1k800 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-04-15 7.2% 1.8m≈ $45.4m 2025-04-15
BlackRock, Inc. 13G · institution -1.2 pts · filed 2025-07-17 7.1% -1.2 pts 1.7m≈ $44.5m 2025-07-17
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-08-14 5.4% new 1.3m≈ $33.4m 2026-08-14
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.0% new 1.2m≈ $31.2m 2026-04-30

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), MANAGED ACCOUNT ADVISORS LLC (4.9%, 2026-02-10)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 1 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—1$517.2k—
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20220—0——

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 2,005,3352.0m $45.3m $45.3m 0.02% Added +14.4k +14,398
2 BlackRock Inc. 0.00% of their portfolio New York, NY 1,842,2031.8m $41.6m $41.6m 0.00% Added +55.2k +55,193
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,206,2991.2m $27.3m $27.3m 0.00% Added +14.6k +14,631
4 ROYCE & ASSOCIATES LP 0.21% of their portfolio New York, NY 885,333885.3k $20.0m $20.0m 0.21% Added +45.4k +45,440
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 820,171820.2k $18.5m $18.5m 0.00% Added +18.3k +18,278
6 LSV ASSET MANAGEMENT 0.03% of their portfolio CHICAGO, IL 671,806671.8k $15.2m $15.2m 0.03% Reduced -62.1k -62,100
7 EARNEST PARTNERS LLC 0.09% of their portfolio ATLANTA, GA 655,166655.2k $14.8m $14.8m 0.09% Added +18.3k +18,312
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 627,954628.0k $14.2m $14.2m 0.00% Reduced -6.8k -6,839
9 Hodges Capital Management Inc. 0.97% of their portfolio DALLAS, TX 489,243489.2k $11.1m $11.1m 0.97% Added +270.2k +270,205
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 457,895457.9k $10.3m $10.3m 0.00% Added +15.5k +15,470
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 439,966440.0k $9.9m $9.9m 0.00% Added +57.5k +57,476
12 DONALD SMITH & CO., INC. 0.37% of their portfolio NEW YORK, NY 413,702413.7k $9.3m $9.3m 0.37% Added +113 +113
13 Pacific Ridge Capital Partners, LLC 2.01% of their portfolio LAKE OSWEGO, OR 377,424377.4k $8.5m $8.5m 2.01% Reduced -5.9k -5,874
14 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 363,631363.6k $8.2m $8.2m 0.02% Reduced -12.4k -12,426
15 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.47% of their portfolio EDINA, MN 320,550320.6k $7.2m $7.2m 0.47% Reduced -84.0k -84,000
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 313,211313.2k $7.1m $7.1m 0.00% Reduced -5.2k -5,205
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 288,537288.5k $6.5m $6.5m 0.00% Added +1.3k +1,313
18 KENNEDY CAPITAL MANAGEMENT LLC 0.18% of their portfolio ST LOUIS, MO 287,304287.3k $6.5m $6.5m 0.18% Reduced -39.3k -39,322
19 WASATCH ADVISORS LP 0.04% of their portfolio SALT LAKE CITY, UT 275,056275.1k $6.2m $6.2m 0.04% New
20 Forvis Mazars Wealth Advisors, LLC 0.22% of their portfolio Springfield, MO 273,654273.7k $6.2m $6.2m 0.22% Reduced -20.0k -20,000
21 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 237,990238.0k $5.4m $5.4m 0.02% Added +13.3k +13,340
22 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 178,948178.9k $4.0m $4.0m 0.00% Reduced -21.0k -21,023
23 Front Street Capital Management, Inc. 0.88% of their portfolio MISSOULA, MT 162,375162.4k $3.7m $3.7m 0.88% Reduced -7.7k -7,693
24 OXFORD FINANCIAL GROUP, LTD. LLC 0.41% of their portfolio INDIANAPOLIS, IN 156,339156.3k $3.5m $3.5m 0.41% Unchanged
25 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.08% of their portfolio HOUSTON, TX 144,700144.7k $3.3m $3.3m 0.08% Unchanged
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 137,208137.2k $3.1m $3.1m 0.00% Reduced -24.7k -24,720
27 Valeo Financial Advisors, LLC 0.16% of their portfolio CARMEL, IN 131,759131.8k $3.0m $3.0m 0.16% Reduced -23.2k -23,170
28 Foundry Partners, LLC 0.16% of their portfolio MINNEAPOLIS, MN 125,270125.3k $2.8m $2.8m 0.16% Reduced -85 -85
29 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 120,451120.5k $2.7m $2.7m 0.00% Added +2.4k +2,390
30 GRACE & WHITE INC /NY 0.54% of their portfolio NY, NY 120,250120.2k $2.7m $2.7m 0.54% Unchanged
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 108,939108.9k $2.5m $2.5m 0.00% Added +47.5k +47,498
32 FMR LLC 0.00% of their portfolio BOSTON, MA 107,657107.7k $2.4m $2.4m 0.00% Reduced -224 -224
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 103,840103.8k $2.3m $2.3m 0.00% Added +4.1k +4,063
34 KESTREL INVESTMENT MANAGEMENT CORP 1.06% of their portfolio SAN MATEO, CA 81,25081.2k $1.8m $1.8m 1.06% Reduced -4.8k -4,800
35 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 74,20074.2k $1.7m $1.7m 0.00% Unchanged
36 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 70,17570.2k $1.6m $1.6m 0.00% Reduced -10.1k -10,100
37 Pinnacle Holdings, LLC 0.69% of their portfolio TULSA, OK 67,84567.8k $1.5m $1.5m 0.69% Reduced -2.5k -2,476
38 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 66,09766.1k $1.5m $1.5m 0.00% Reduced -48.6k -48,640
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 62,59762.6k $1.4m $1.4m 0.00% Reduced -42.3k -42,290
40 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 62,27362.3k $1.4m $1.4m 0.00% Reduced -25.5k -25,541
41 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 60,77060.8k $1.4m $1.4m 0.00% Reduced -4.6k -4,591
42 Swiss National Bank 0.00% of their portfolio ZURICH, V8 59,40059.4k $1.3m $1.3m 0.00% Unchanged
43 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 58,99259.0k $1.3m $1.3m 0.00% Reduced -50.2k -50,156
44 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 51,01451.0k $1.2m $1.2m 0.00% Added +563 +563
45 Polaris Capital Management, LLC 0.04% of their portfolio BOSTON, MA 50,24550.2k $1.1m $1.1m 0.04% Added +12.1k +12,100
46 Alberta Investment Management Corp 0.01% of their portfolio EDMONTON, A0 48,70048.7k $1.1m $1.1m 0.01% Unchanged
47 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 47,61647.6k $1.1m $1.1m 0.01% Added +10.5k +10,537
48 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 46,88246.9k $1.1m $1.1m 0.00% Reduced -8.8k -8,845
49 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 46,63346.6k $1.1m $1.1m 0.00% Added +20.2k +20,231
50 GERMAN AMERICAN BANCORP, INC. 0.16% of their portfolio JASPER, IN 46,00246.0k $1.0m $1.0m 0.16% Added +150 +150
51 Cardinal Capital Management 0.21% of their portfolio RALEIGH, NC 43,21943.2k $976.3k $976.3k 0.21% Added +1.6k +1,562
52 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 37,44737.4k $846.0k $846.0k 0.00% Added +241 +241
53 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 37,18137.2k $839.9k $839.9k 0.00% Added +4.1k +4,105
54 FIRST HAWAIIAN BANK 0.03% of their portfolio HONOLULU, HI 35,40435.4k $800.0k $800.0k 0.03% Added +10.4k +10,373
55 Teton Advisors, Inc. 0.20% of their portfolio Rye, NY 35,40035.4k $799.7k $799.7k 0.20% Unchanged
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 34,41334.4k $777.0k $777.0k 0.00% Added +64 +64
57 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 33,99734.0k $768.0k $768.0k 0.00% Reduced -4.5k -4,537
58 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 33,58733.6k $758.7k $758.7k 0.01% Reduced -14.8k -14,791
59 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 31,16131.2k $703.9k $703.9k 0.00% Added +316 +316
60 Unison Advisors LLC 0.09% of their portfolio PROVIDENCE, RI 29,62429.6k $669.2k $669.2k 0.09% Unchanged
61 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 27,47727.5k $620.7k $620.7k 0.00% Added +8.8k +8,753
62 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 27,29127.3k $617.0k $617.0k 0.00% Reduced -3.0k -2,978
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,10426.1k $590.0k $590.0k 0.00% Added +3.3k +3,287
64 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 24,25124.3k $547.8k $547.8k 0.00% Reduced -31.8k -31,785
65 TECTONIC ADVISORS LLC 0.08% of their portfolio FRISCO, TX 24,02624.0k $542.7k $542.7k 0.08% New
66 Campbell & CO Investment Adviser LLC 0.13% of their portfolio BALTIMORE, MD 23,51923.5k $531.3k $531.3k 0.13% Added +5.9k +5,889
67 Legacy Financial Advisors, Inc. 0.11% of their portfolio COVINGTON, KY 23,17323.2k $523.5k $523.5k 0.11% Added +8.5k +8,477
68 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 22,31422.3k $504.1k $504.1k 0.00% Reduced -3.8k -3,759
69 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 21,95922.0k $496.1k $496.1k 0.00% Unchanged
70 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 21,31721.3k $481.6k $481.6k 0.00% New
71 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 20,55020.6k $464.2k $464.2k 0.00% Added +503 +503
72 Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio Boston, MA 20,47620.5k $462.6k $462.6k 0.00% Reduced -10.2k -10,200
73 Annex Advisory Services, LLC 0.02% of their portfolio BROOKFIELD, WI 19,51919.5k $440.9k $440.9k 0.02% Added +3.9k +3,923
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,19919.2k $434.0k $434.0k 0.00% Added +6.0k +5,983
75 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 18,87818.9k $426.0k $426.0k 0.00% Reduced -60.4k -60,418
76 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 18,69118.7k $422.2k $422.2k 0.00% Reduced -22 -22
77 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 18,57518.6k $419.6k $419.6k 0.00% Reduced -1.4k -1,440
78 North Star Investment Management Corp. 0.03% of their portfolio CHICAGO, IL 16,44116.4k $371.4k $371.4k 0.03% New
79 HANCOCK WHITNEY CORP 0.01% of their portfolio GULFPORT, MS 16,26816.3k $367.0k $367.0k 0.01% Reduced -69 -69
80 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 15,50015.5k $350.1k $350.1k 0.00% Added +500 +500
81 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 13,96014.0k $315.4k $315.4k 0.00% New
82 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 13,48413.5k $305.0k $305.0k 0.00% New
83 Jump Financial, LLC 0.02% of their portfolio Chicago, IL 12,99013.0k $293.4k $293.4k 0.02% New
84 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 12,61712.6k $285.0k $285.0k 0.00% New
85 PVG ASSET MANAGEMENT CORP 1.25% of their portfolio GOLDEN, CO 12,54812.5k $283.5k $283.5k 1.25% New
86 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio DENVER, CO 12,49912.5k $282.0k $282.0k 0.00% Unchanged
87 RS CRUM INC. 0.13% of their portfolio Newport Beach, CA 12,09712.1k $273.3k $273.3k 0.13% Reduced -1.2k -1,200
88 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 11,99312.0k $270.9k $270.9k 0.00% Reduced -1.7k -1,707
89 Watershed Asset Management, L.L.C. 0.34% of their portfolio San Francisco, CA 11,97512.0k $270.5k $270.5k 0.34% New
90 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,49811.5k $259.7k $259.7k 0.00% Added +9.6k +9,569
91 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,47611.5k $259.0k $259.0k 0.00% Added +722 +722
92 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 11,34011.3k $256.2k $256.2k 0.00% Reduced -42 -42
93 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,33511.3k $256.0k $256.0k 0.00% New
94 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.07% of their portfolio MILWAUKEE, WI 11,29711.3k $255.2k $255.2k 0.07% Added +31 +31
95 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 10,57910.6k $239.0k $239.0k 0.00% Unchanged
96 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 10,52210.5k $237.7k $237.7k 0.00% Unchanged
97 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 9,98010.0k $225.4k $225.4k 0.00% Added +161 +161
98 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 9,6249.6k $217.4k $217.4k 0.00% New
99 Legal & General Group Plc 0.00% of their portfolio London, X0 9,5519.6k $215.8k $215.8k 0.00% Added +446 +446
100 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 9,2069.2k $208.0k $208.0k 0.00% Added +431 +431