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 66.1 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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
519
shares
|
$25,514
0.0% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
519
shares
|
$25,514
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
477
shares
|
$23,449
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
476
shares
|
$23,400
0.0% of portfolio
|
Q3 2025
Added 144.1%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
447
shares
|
$21,974
0.02% of portfolio
|
Q3 2025
Added 33.04%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
435
shares
|
$21,384
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
435
shares
|
$21,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
400
shares
|
$19,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
400
shares
|
$19,664
0.0% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
370
shares
|
$18,189
0.0% of portfolio
|
Q2 2024
Reduced 75.66%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
354
shares
|
$17,402
0.0% of portfolio
|
Q3 2025
Reduced 70.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
350
shares
|
$17,206
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
345
shares
|
$16,960
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
335
shares
|
$16,468
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
302
shares
|
$14,846
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
299
shares
|
$14,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
269
shares
|
$13,224
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
241
shares
|
$11,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
225
shares
|
$11,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
225
shares
|
$11,061
0.0% of portfolio
|
Q2 2025
Added 45.16%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
200
shares
|
$9,832
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
187
shares
|
$9,192
0.0% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
183
shares
|
$8,996
0.0% of portfolio
|
Q2 2025
Added 32347.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
179
shares
|
$8,799
0.0% of portfolio
|
Q3 2025
Reduced 30.35%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
175
shares
|
$8,603
0.0% of portfolio
|
Q3 2025
New holding
|
|