Federated Herm Kaufmann-RKAUFX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$6.23avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Federated Herm Kaufmann-R (KAUFX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($128K) and First Merchants Corp. ($68K).
- Company
- Federated Herm Kaufmann-R
- CUSIP
- 314172644
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $68K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 14,259 shares bought, net +14,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Moody LYNN Lieberson & Walker, LLC | 0.01% | Add +19.6% | 20,509 | $128K |
| First Merchants Corp. | 0.00% | New | 10,902 | $68K |
"% of holder's portfolio" is KAUFX's weight in each manager's 13F, not the share of Federated Herm Kaufmann-R the manager owns.