KIMBALL ELECTRONICS INC KE
COM · Common Stock · CUSIP 49428J109
- SectorTechnology
- IndustryPrinted Circuit Boards
- HeadquartersJasper, IN
- FilingsSEC EDGAR
* 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 ($1.2m this quarter). Holder counts are more reliable. Shares outstanding: 24.9m as of 2024-04-23, 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 ≈ $21.65. Options: 3 managers hold calls ($39.0k notional), 2 hold puts ($19.5k).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 128 |
| Q4 2022 | 137 |
| Q1 2023 | 153 |
| Q2 2023 | 149 |
| Q3 2023 | 149 |
| Q4 2023 | 161 |
| Q1 2024 | 143 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 59 | 54 |
| Q1 2023 | 75 | 54 |
| Q2 2023 | 67 | 70 |
| Q3 2023 | 72 | 62 |
| Q4 2023 | 79 | 58 |
| Q1 2024 | 65 | 78 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $229.0k | $44.2k | 0.19 |
| Q3 2023 | $256.6k | $21.9k | 0.09 |
| Q4 2023 | $145.5k | $10.8k | 0.07 |
| Q1 2024 | $39.0k | $19.5k | 0.50 |
Biggest buyers
| VANGUARD GROUP INC | Added | +569.0k |
| MORGAN STANLEY | Added | +555.8k |
| NewEdge Advisors, LLC | Added | +88.5k |
| Empowered Funds, LLC | Added | +77.5k |
| AQR CAPITAL MANAGEMENT LLC | Added | +74.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +72.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +56.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +53.3k |
| JPMORGAN CHASE & CO | Added | +48.4k |
| GRACE & WHITE INC /NY | Added | +42.7k |
Biggest sellers
| Hodges Capital Management Inc. | Reduced | -330.4k |
| WASATCH ADVISORS LP | Sold out | -209.3k |
| OXFORD FINANCIAL GROUP, LTD. LLC | Reduced | -121.1k |
| FMR LLC | Reduced | -73.9k |
| ROYCE & ASSOCIATES LP | Reduced | -70.8k |
| BlackRock Inc. | Reduced | -62.1k |
| First Eagle Investment Management, LLC | Reduced | -59.5k |
| NORTHERN TRUST CORP | Reduced | -45.5k |
| Nuveen Asset Management, LLC | Reduced | -33.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -32.3k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $36.8k1.7k shares |
| GROUP ONE TRADING LLC | Unchanged | $2.2k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $19.5k900 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.
| Holder | Stake |
|---|---|
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-04-15 | 7.2% |
| BlackRock, Inc. 13G · institution -1.2 pts · filed 2025-07-17 | 7.1% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-08-14 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
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 Q1 2024
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.
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 2.4m $51.4m | Reduced -62.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.0m $44.0m | Reduced -24.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.8m $39.2m | Added +569.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $23.4m | Reduced -1.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.0m $21.8m | Added +555.8k |
| ROYCE & ASSOCIATES LP 0.17% of their portfolio | 856.8k $18.6m | Reduced -70.8k |
| EARNEST PARTNERS LLC 0.07% of their portfolio | 660.3k $14.3m | Reduced -13.7k |
| Hodges Capital Management Inc. 0.81% of their portfolio | 576.8k $12.5m | Reduced -330.4k |
| STATE STREET CORP 0.00% of their portfolio | 555.1k $12.0m | Reduced -1.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 545.0k $11.8m | Added +9.0k |
| LSV ASSET MANAGEMENT 0.02% of their portfolio | 477.6k $10.3m | Reduced -500 |
| Larson Financial Group LLC 0.68% of their portfolio | 404.6k $8.8m | Unchanged |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 390.9k $8.5m | Added +53.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 354.0k $7.7m | Added +1.0k |
| Pacific Ridge Capital Partners, LLC 1.66% of their portfolio | 349.9k $7.6m | Reduced -18.4k |
| OXFORD FINANCIAL GROUP, LTD. LLC 0.51% of their portfolio | 342.5k $7.4m | Reduced -121.1k |
| SAPIENT CAPITAL LLC 0.16% of their portfolio | 325.1k $7.0m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 266.7k $5.8m | Added +72.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 262.4k $5.7m | Added +6.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 242.1k $5.2m | Reduced -45.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 239.1k $5.2m | Reduced -6.0k |
| Foundry Partners, LLC 0.23% of their portfolio | 197.2k $4.3m | Added +39.8k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 189.5k $4.1m | Reduced -59.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 189.1k $4.1m | Reduced -19.3k |
| GRACE & WHITE INC /NY 0.72% of their portfolio | 185.4k $4.0m | Added +42.7k |
| NewEdge Advisors, LLC 0.03% of their portfolio | 170.0k $3.7m | Added +88.5k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 151.3k $3.3m | Reduced -4.4k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 144.5k $3.1m | Reduced -33.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 142.1k $3.1m | Added +56.3k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 142.0k $3.1m | Added +74.7k |
| DONALD SMITH & CO., INC. 0.06% of their portfolio | 124.3k $2.7m | Added +6.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 120.6k $2.6m | Added +21 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 120.0k $2.6m | Added +48.4k |
| Empowered Funds, LLC 0.02% of their portfolio | 109.7k $2.4m | Added +77.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 108.3k $2.3m | Reduced -10.6k |
| Front Street Capital Management, Inc. 0.43% of their portfolio | 105.1k $2.3m | Reduced -20.4k |
| Invesco Ltd. 0.00% of their portfolio | 95.6k $2.1m | Added +28.2k |
| Valeo Financial Advisors, LLC 0.07% of their portfolio | 89.5k $1.9m | Reduced -9.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 88.0k $1.9m | Added +37.1k |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 82.6k $1.8m | Added +39.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 70.5k $1.5m | Added +2.2k |
| Cardinal Capital Management 0.23% of their portfolio | 64.5k $1.4m | Added +18.1k |
| Pinnacle Holdings, LLC 0.55% of their portfolio | 63.1k $1.4m | Added +5.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 58.5k $1.3m | Added +4.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 55.0k $1.2m | Reduced -1.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 54.9k $1.2m | Added +22.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 52.9k $1.1m | Reduced -32.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 50.9k $1.1m | Added +35.3k |
| TECTONIC ADVISORS LLC 0.08% of their portfolio | 50.4k $1.1m | Reduced -1.1k |
| Polaris Capital Management, LLC 0.05% of their portfolio | 50.2k $1.1m | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 50.0k $1.1m | Added +371 |
| Swiss National Bank 0.00% of their portfolio | 49.0k $1.1m | Unchanged |
| Alberta Investment Management Corp 0.01% of their portfolio | 48.7k $1.1m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 48.3k $1.0m | Added +6.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 48.0k $1.0m | Added +338 |
| Allianz Asset Management GmbH 0.00% of their portfolio | 47.5k $1.0m | Added +24.6k |
| BARCLAYS PLC 0.00% of their portfolio | 46.2k $1.0m | Reduced -17.5k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 38.2k $827.7k | Added +2.6k |
| CITIGROUP INC 0.00% of their portfolio | 37.9k $819.6k | Added +20.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 37.6k $814.7k | Reduced -443 |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 36.9k $799.0k | Added +12.1k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 36.6k $792.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 36.5k $789.4k | Reduced -11.3k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 33.6k $728.1k | Reduced -1.6k |
| FIRST HAWAIIAN BANK 0.02% of their portfolio | 32.9k $712.4k | Reduced -104 |
| Teton Advisors, Inc. 0.25% of their portfolio | 32.5k $703.6k | Reduced -1.5k |
| Legacy Financial Advisors, Inc. 0.12% of their portfolio | 31.5k $682.0k | Unchanged |
| GABELLI FUNDS LLC 0.00% of their portfolio | 31.1k $673.7k | Added +7.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 30.1k $651.0k | Added +889 |
| Campbell & CO Investment Adviser LLC 0.05% of their portfolio | 26.8k $579.9k | Added +3.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 25.9k $561.2k | Added +3.9k |
| STRS OHIO 0.00% of their portfolio | 25.6k $554.0k | Added +1.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 24.8k $535.9k | Reduced -1.6k |
| Jump Financial, LLC 0.01% of their portfolio | 24.7k $535.5k | Added +3.7k |
| Trexquant Investment LP 0.01% of their portfolio | 24.6k $533.1k | Added +7.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 23.4k $507.0k | Reduced -6.7k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 23.3k $504.4k | Added +1.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 22.6k $489.1k | Reduced -519 |
| FMR LLC 0.00% of their portfolio | 21.5k $464.8k | Reduced -73.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 21.4k $464.4k | Added +2.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 21.2k $458.3k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 19.5k $422.1k | Added +13.8k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 19.3k $417.6k | Reduced -251 |
| Linden Thomas Advisory Services, LLC 0.07% of their portfolio | 19.1k $413.0k | Added +7.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 18.6k $447.7k | New |
| Legal & General Group Plc 0.00% of their portfolio | 17.9k $386.8k | Unchanged |
| New York Life Investment Management LLC 0.00% of their portfolio | 17.1k $371.1k | Added +2.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 16.8k $363.8k | New |
| North Star Investment Management Corp. 0.03% of their portfolio | 16.4k $355.9k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 16.3k $352.6k | Added +6.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 16.0k $346.5k | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 16.0k $346.0k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 16.0k $345.6k | Added +4.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 13.7k $296.6k | Added +6.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 13.1k $284.0k | Added +2.2k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.05% of their portfolio | 13.1k $283.8k | Added +1.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 12.4k $269.4k | Unchanged |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 12.3k $266.0k | Reduced -15 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 11.8k $255.7k | Reduced -101 |
| EntryPoint Capital, LLC 0.21% of their portfolio | 10.7k $232.6k | Added +5.3k |