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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
175
shares
|
$8,603
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
162
shares
|
$7,963
0.0% of portfolio
|
Q4 2021
Reduced 21.36%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
145
shares
|
$7,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
141
shares
|
$6,931
0.0% of portfolio
|
Q1 2025
Reduced 98.17%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
140
shares
|
$6,882
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
139
shares
|
$6,833
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
133
shares
|
$6,538
0.0% of portfolio
|
Q3 2025
Added 87.32%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
126
shares
|
$6,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
125
shares
|
$6,145
0.0% of portfolio
|
Q2 2022
Reduced 98.87%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
119
shares
|
$5,850
0.0% of portfolio
|
Q3 2025
Added 95.08%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
117
shares
|
$5,751
0.0% of portfolio
|
Q2 2024
Added 72.06%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$4,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
98
shares
|
$4,817
0.0% of portfolio
|
Q3 2024
Reduced 39.51%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
98
shares
|
$4,817
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
98
shares
|
$4,817
0.0% of portfolio
|
Q4 2025
Added 44.12%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
93
shares
|
$4,571
0.0% of portfolio
|
Q3 2025
Reduced 50.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
90
shares
|
$4,424
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
74
shares
|
$3,637
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
72
shares
|
$3,539
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
63
shares
|
$3,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
62
shares
|
$3,047
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
57
shares
|
$2,802
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
50
shares
|
$2,458
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
46
shares
|
$2,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
44
shares
|
$2,163
0.0% of portfolio
|
Q2 2023
New holding
|
|