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 346 institutions that hold shares in the stock, with a total of 58.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
7,000
shares
|
$321,300
0.01% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
6,976
shares
|
$320,198
0.07% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
6,795
shares
|
$311,890
0.06% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
6,500
shares
|
$298,350
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,481
shares
|
$297,477
0.0% of portfolio
|
Q1 2025
Reduced 28.94%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,399
shares
|
$293,714
0.04% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,271
shares
|
$287,838
0.0% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
6,025
shares
|
$276,547
0.12% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
5,976
shares
|
$274,298
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
5,890
shares
|
$270,351
0.01% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
5,837
shares
|
$267,918
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,758
shares
|
$264,292
0.15% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,531
shares
|
$253,872
0.0% of portfolio
|
Q1 2025
Added 28.63%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,494
shares
|
$252,174
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,479
shares
|
$251,486
0.02% of portfolio
|
Q1 2025
Added 136875.0%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
5,395
shares
|
$247,630
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,323
shares
|
$244,325
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,314
shares
|
$243,912
0.0% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
5,287
shares
|
$242,673
0.0% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
5,256
shares
|
$241,250
0.03% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
5,249
shares
|
$240,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,192
shares
|
$238,312
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
5,146
shares
|
$236,201
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
5,108
shares
|
$234,457
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,061
shares
|
$232,299
0.0% of portfolio
|
Q1 2025
Reduced 46.94%
|