Institutional Ownership Federated Hermes, Inc. (FHI)
This table provides information about the institutional ownership of Federated Hermes, Inc. (FHI). We have compiled data on the 405 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
9,003
shares
|
$442,587
0.12% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
8,940
shares
|
$439,490
0.05% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,865
shares
|
$435,803
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
8,799
shares
|
$432,558
0.22% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
8,698
shares
|
$427,593
0.0% of portfolio
|
Q3 2025
Added 31.97%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
8,679
shares
|
$426,659
0.01% of portfolio
|
Q3 2025
Reduced 53.97%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
8,648
shares
|
$425,135
0.0% of portfolio
|
Q1 2024
Reduced 19.37%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
8,604
shares
|
$422,972
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
8,320
shares
|
$409,011
0.09% of portfolio
|
Q3 2025
Reduced 76.84%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
8,172
shares
|
$401,735
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
7,933
shares
|
$389,986
0.07% of portfolio
|
Q3 2025
Reduced 18.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,603
shares
|
$373,763
0.0% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,523
shares
|
$369,830
0.17% of portfolio
|
Q4 2022
Added 0.76%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
7,495
shares
|
$368,454
0.0% of portfolio
|
Q3 2025
Reduced 28.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
7,491
shares
|
$368,257
0.0% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,383
shares
|
$362,948
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
7,248
shares
|
$356,311
0.0% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
7,118
shares
|
$349,920
0.01% of portfolio
|
Q3 2025
Reduced 39.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
7,052
shares
|
$346,676
0.0% of portfolio
|
Q4 2025
Reduced 5.42%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
7,033
shares
|
$345,742
0.0% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
7,000
shares
|
$344,120
0.01% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,000
shares
|
$344,120
0.07% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
7,000
shares
|
$344,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
6,743
shares
|
$331,485
0.1% of portfolio
|
Q3 2025
Reduced 51.85%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,697
shares
|
$329,224
0.04% of portfolio
|
Q3 2025
Added 24.85%
|
|