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 404 institutions that hold shares in the stock, with a total of 66.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,597
shares
|
$324,308
0.0% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,456
shares
|
$317,376
0.28% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,399
shares
|
$314,574
0.04% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,288
shares
|
$309,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,203
shares
|
$304,939
0.0% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,162
shares
|
$302,923
0.0% of portfolio
|
Q3 2025
Added 32.52%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
5,886
shares
|
$289,355
0.02% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
5,829
shares
|
$286,553
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,758
shares
|
$283,063
0.15% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
5,535
shares
|
$272,100
0.01% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,494
shares
|
$270,085
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
5,488
shares
|
$269,790
0.01% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,479
shares
|
$269,347
0.02% of portfolio
|
Q1 2025
Added 136875.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,162
shares
|
$253,763
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
5,143
shares
|
$252,829
0.03% of portfolio
|
Q3 2025
Reduced 49.51%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
5,068
shares
|
$249,142
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
5,067
shares
|
$249,093
0.0% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
5,004
shares
|
$245,996
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
4,950
shares
|
$243,341
0.01% of portfolio
|
Q3 2025
Reduced 80.63%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
4,879
shares
|
$239,851
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
4,832
shares
|
$237,541
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
4,818
shares
|
$236,852
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
4,810
shares
|
$236,459
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,806
shares
|
$236,262
0.01% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,693
shares
|
$230,707
0.0% of portfolio
|
Q3 2025
Added 6.13%
|
|