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

KMT ranks #1852 out of 37696 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.

Burney Co/ has added to its KMT position for two straight quarters, increasing it by $2.7M to reach $3.4M today.

State of Alaska, Department of Revenue has trimmed its KMT position for two straight quarters, cutting it by $1.0M while still holding $489.0K.

KMT is up 0.3% 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 7.0.

• 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