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 370 institutions that hold shares in the stock, with a total of 58.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
141
shares
|
$7,226
0.0% of portfolio
|
Q1 2025
Reduced 98.17%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
140
shares
|
$7,175
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
139
shares
|
$7,123
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
126
shares
|
$6,457
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
125
shares
|
$6,406
0.0% of portfolio
|
Q2 2022
Reduced 98.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
117
shares
|
$5,996
0.0% of portfolio
|
Q2 2024
Added 72.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
103
shares
|
$5,278
0.0% of portfolio
|
Q2 2024
Reduced 85.09%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$5,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
98
shares
|
$5,022
0.0% of portfolio
|
Q3 2024
Reduced 39.51%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
94
shares
|
$4,817
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
90
shares
|
$4,612
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
88
shares
|
$4,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
74
shares
|
$3,792
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
72
shares
|
$3,690
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
71
shares
|
$3,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
68
shares
|
$3,485
0.0% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
63
shares
|
$3,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
62
shares
|
$3,177
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
61
shares
|
$3,126
0.0% of portfolio
|
Q2 2025
Added 134.62%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
50
shares
|
$2,562
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
50
shares
|
$2,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
46
shares
|
$2,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
44
shares
|
$2,255
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
31
shares
|
$1,588
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
24
shares
|
$1,230
0.0% of portfolio
|
Q1 2025
New holding
|