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 342 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,331
shares
|
$50,258
0.0% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,301
shares
|
$49,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,264
shares
|
$47,728
0.0% of portfolio
|
Q4 2024
Reduced 38.58%
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
1,208
shares
|
$45,614
0.18% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,050
shares
|
$39,648
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$37,760
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
902
shares
|
$34,059
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
902
shares
|
$34,059
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
845
shares
|
$31,907
0.02% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
842
shares
|
$31,793
0.0% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
841
shares
|
$31,756
0.02% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
615
shares
|
$23,222
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
597
shares
|
$22,542
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
564
shares
|
$21,296
0.0% of portfolio
|
Q4 2024
Added 58.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
519
shares
|
$19,597
0.0% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
448
shares
|
$16,916
0.0% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
435
shares
|
$16,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
435
shares
|
$16,425
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
393
shares
|
$14,839
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
370
shares
|
$13,971
0.0% of portfolio
|
Q2 2024
Reduced 75.66%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
335
shares
|
$12,649
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
285
shares
|
$10,761
0.0% of portfolio
|
Q4 2024
Added 61.93%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
265
shares
|
$10,006
0.01% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
260
shares
|
$9,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
257
shares
|
$9,704
0.0% of portfolio
|
Q4 2024
New holding
|