13FPulse
KM

KMT KENNAMETAL INC

2026Q2 · CUSIP 489170100 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
333
Institutions that reported holding it to the SEC
Net increase in holders
+19
Last quarter 314 → now 333
How unusual is that
Top 20%
Stronger buying than 82% of US stocks
What the filings say, in one paragraph

333 funds held KMT at the end of 2026Q2, up 19 from the quarter before. That is stronger buying than 82.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.4B(YoY +19.8%), the P/E is 6.6x, return on equity is 21.8%. KMT has had 13 buying rushes in its history, and the price moved +0.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=248 2013Q4: holders=237 2014Q1: holders=241 2014Q2: holders=254 2014Q3: holders=226 2014Q4: holders=229 2015Q1: holders=213 2015Q2: holders=240 2015Q3: holders=221 2015Q4: holders=215 2016Q1: holders=233 2016Q2: holders=233 2016Q3: holders=231 2016Q4: holders=253 2017Q1: holders=254 2017Q2: holders=266 2017Q3: holders=249 2017Q4: holders=281 2018Q1: holders=270 2018Q2: holders=249 2018Q3: holders=265 2018Q4: holders=262 2019Q1: holders=264 2019Q2: holders=246 2019Q3: holders=245 2019Q4: holders=229 2020Q1: holders=203 2020Q2: holders=194 2020Q3: holders=203 2020Q4: holders=216 2021Q1: holders=208 2021Q2: holders=216 2021Q3: holders=212 2021Q4: holders=216 2022Q1: holders=230 2022Q2: holders=212 2022Q3: holders=205 2022Q4: holders=198 2023Q1: holders=190 2023Q2: holders=224 2023Q3: holders=222 2023Q4: holders=226 2024Q1: holders=234 2024Q2: holders=225 2024Q3: holders=239 2024Q4: holders=232 2025Q1: holders=249 2025Q2: holders=261 2025Q3: holders=249 2025Q4: holders=268 2026Q1: holders=314 2026Q2: holders=333 -46 -23 +0 +23 +46 171261350 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 10%
2025Q1 Top 20% -2.7% +20.7%
2023Q2 Top 5% -6.2% -2.4%
2022Q1 Top 20% +4.2% +1.6%
2018Q3 Top 20% -6.0% -17.6%
2017Q4 Top 20% -10.0% -10.5%
2017Q2 Top 20% +29.7% +32.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
176
Change in large funds
+13
Total value they hold
$2.8B
Funds buying for the first time
64
Funds that sold out entirely
45
Price change that quarter
-16.0%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
6.6
EPS (TTM)
$4.42
EPS YoY
+268.3%
Revenue (TTM)
$2.4B
Revenue YoY
+19.8%
Net margin
14.5%
ROE
21.8%
Debt ratio
49.0%
FCF (TTM)
-$81M
Dividend (TTM)
$0.80
Quarterly Revenue & EPS
2021-09-30: EPS 0.43 2021-12-31: EPS 0.37 2022-03-31: EPS 0.42 2022-06-30: EPS 0.50 2022-09-30: EPS 0.34 2022-12-31: EPS 0.27 2023-03-31: EPS 0.39 2023-06-30: EPS 0.46 2023-09-30: EPS 0.37 2023-12-31: EPS 0.29 2024-03-31: EPS 0.24 2024-06-30: EPS 0.47 2024-09-30: EPS 0.28 2024-12-31: EPS 0.23 2025-03-31: EPS 0.41 2025-06-30: EPS 0.28 2025-09-30: EPS 0.30 2025-12-31: EPS 0.44 2026-03-31: EPS 0.75 2026-06-30: EPS 2.93 0M 368M 737M $M 0.00 1.61 3.22 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 17 6 18 29 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-62M23M108M 20162017201820192020202120222023202420252026
Latest quarter $-21M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.