Kennametal Inc (KMT) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $301.9M

KMT ranks #1847 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

KMT is a top-conviction position for Medina Value Partners, LLC — at 8.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in KMT belongs to BlackRock, Inc., but the position matters far more to Medina Value Partners, LLC, who has 8.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its KMT position for two straight quarters, increasing it by $120.5M to reach $440.4M today.

Brandes Investment Partners, LP has trimmed its KMT position for two straight quarters, cutting it by $228.1M while still holding $62.6M.

KMT is up 0.9% today, and institutions have been net buyers of $301.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

KMT posted net income of $342.4M over the trailing twelve months, and currently trades at a P/E of 6.7.

• Profitable — net income of $342.4M over the trailing twelve months
• Revenue grew 19.8% year over year
• Net income improved year over year, from $93.1M to $342.4M
• Operating cash flow was negative, using $4.0M in cash
• Current ratio of 2.62x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.99x equity — within a conventional range