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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
43
shares
|
$2,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
32
shares
|
$1,573
0.0% of portfolio
|
Q4 2025
Reduced 27.27%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
24
shares
|
$1,179
0.0% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
24
shares
|
$1,179
0.0% of portfolio
|
Q3 2025
Added 84.62%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
20
shares
|
$983
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
20
shares
|
$983
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
18
shares
|
$884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
15
shares
|
$737
0.0% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
13
shares
|
$639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
13
shares
|
$639
0.0% of portfolio
|
Q3 2025
Added 333.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
13
shares
|
$639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
13
shares
|
$639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
9
shares
|
$442
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
9
shares
|
$442
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
9
shares
|
$442
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
8
shares
|
$393
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
7
shares
|
$344
0.0% of portfolio
|
Q4 2025
Added 133.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
7
shares
|
$344
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$245
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$196
0.0% of portfolio
|
Q3 2025
Reduced 99.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|