Federated HermesFHI

13F holders, Q1 2024 (March 31)
315holders
9famous investors
$36.11avg. 13F price*

At the end of Q1 2024, 315 institutions reported holding Federated Hermes Inc. (FHI) in their 13F filings. The largest holders were Vanguard Group Inc. ($309.8M), BlackRock Inc. ($299.4M) and FMR LLC ($202.4M). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Federated Hermes Inc.
CUSIP
314211103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 315Q1 2024Q2 2024: 311Q2 2024Q3 2024: 295Q3 2024Q4 2024: 328Q4 2024Q1 2025: 321Q1 2025Q2 2025: 363Q2 2025Q3 2025: 371Q3 2025Q4 2025: 383Q4 2025Q1 2026: 401Q1 2026Q2 2026: 391Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions27$61.1M
Exits37$27.5M

Ownership 315 holders

Vanguard Group Inc. 0.01% Add +0.5% 8,577,679 $309.8M
BlackRock Inc. 0.01% Add +2.2% 8,287,850 $299.4M
FMR LLC 0.01% Add +0.2% 5,603,007 $202.4M
Fuller & Thaler Asset Management, Inc. 0.39% Add +15.3% 2,472,763 $89.3M
Dimensional Fund Advisors LP 0.02% Reduce -0.4% 2,400,225 $86.7M
Invesco Ltd. 0.02% Add +13.2% 2,289,019 $82.7M
State Street Corp. 0.00% Reduce -0.4% 1,843,835 $66.6M
Morgan Stanley 0.00% Reduce -13.9% 1,495,135 $54.0M
Goldman Sachs Group Inc. 0.01% Add +21.9% 1,444,317 $52.2M
AQR Capital Management 0.09% Add +32.4% 1,428,391 $51.3M
Alliancebernstein L.P. 0.01% Add +1070.8% 1,116,752 $40.3M
Geode Capital Management, LLC 0.00% Add +1.3% 1,110,094 $40.1M
Wellington Management Group LLP 0.01% Reduce -41.1% 1,067,884 $38.6M
Citadel Advisors 0.04% Add +402.3% 1,040,070 $37.6M
Bank of New York Mellon Corp 0.01% Reduce -6.3% 1,027,311 $37.1M
Millennium Management 0.03% Reduce -37.5% 959,292 $34.6M
Assenagon Asset Management S.A. 0.08% New 817,234 $29.5M
Two Sigma Investments, LP 0.07% Reduce -2.5% 758,669 $27.4M
Commonwealth Equity Services, LLC 0.03% Reduce -1.2% 559,657 $20.2M
Arrowstreet Capital, Limited Partnership 0.02% Add +23.0% 554,217 $20.0M
Two Sigma Advisers, LP 0.04% Add +7.1% 538,200 $19.4M
Northern Trust Corp. 0.00% Reduce -16.8% 490,096 $17.7M
Sprott Inc. 1.23% Add +57.4% 472,325 $17.1M
D. E. Shaw & Co. 0.02% Reduce -46.7% 469,396 $17.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.4% 467,356 $16.9M
Qube Research & Technologies Ltd 0.03% Add +66.1% 441,822 $16.0M
HighTower Advisors, LLC 0.03% Reduce -3.4% 439,999 $15.9M
Bank of America Corp. 0.00% Add +2.2% 425,721 $15.4M
Foundation Resource Management Inc. 2.37% Add +1.0% 418,573 $15.1M
Deutsche Bank AG 0.01% Add +43.9% 410,025 $14.8M
Interval Partners, LP 0.56% Add +60.4% 409,854 $14.8M
Royce & Associates LP 0.12% Add +3.2% 377,732 $13.6M
Schonfeld Strategic Advisors LLC 0.10% Add +71.5% 367,515 $13.3M
Schroder Investment Management Group 0.01% Add +34.3% 340,982 $12.3M
Cambria Investment Management, L.P. 0.73% Add +25.7% 338,610 $12.2M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -3.5% 332,550 $12.0M
Renaissance Technologies 0.02% Add +3.5% 301,600 $10.9M
Principal Financial Group Inc. 0.01% Reduce -15.7% 300,831 $10.9M
Azora Capital LP 0.79% New 299,438 $10.8M
Algebris (uk) Ltd. 4.54% Reduce -12.7% 305,401 $10.2M
Thrivent Financial for Lutherans 0.02% Add +1.5% 274,801 $9.9M
Algert Global LLC 0.37% Add +13.0% 260,662 $9.4M
JPMorgan Chase & Co. 0.00% Reduce -39.8% 253,288 $9.1M
Prospector Partners LLC 1.02% Add +1.4% 240,546 $8.7M
Phase 2 Partners, LLC 4.23% New 224,165 $8.1M
Country Club Bank 0.55% Add +1.9% 217,408 $7.9M
Norges Bank 0.00% Reduce -43.0% 210,000 $7.6M
Man Group plc 0.02% Add +15.8% 208,429 $7.5M
Barclays PLC 0.00% Add +59.1% 205,145 $7.4M
Danske Bank A/S 0.02% — 200,875 $7.3M
Bridgewater Associates 0.04% Reduce -13.4% 192,333 $6.9M
UBS Group AG 0.00% Add +19.3% 191,821 $6.9M
Credit Suisse AG/ 0.01% Reduce -0.1% 190,591 $6.9M
Hourglass Capital, LLC 2.03% Add +12.0% 186,118 $6.7M
Trexquant Investment LP 0.12% Add +2.0% 173,114 $6.3M
Inlet Private Wealth, LLC 1.66% Reduce -0.2% 164,500 $5.9M
Swiss National Bank 0.00% Reduce -2.2% 161,717 $5.8M
ExodusPoint Capital Management, LP 0.07% Add +90.7% 153,931 $5.6M
Rhumbline Advisers 0.01% Reduce -3.6% 152,668 $5.5M
Vestcor Inc 0.18% Reduce -2.2% 146,319 $5.3M
Bank of Montreal 0.00% Reduce -66.1% 139,632 $5.1M
Ameriprise Financial Inc. 0.00% Reduce -11.0% 137,670 $5.0M
New York State Teachers Retirement System 0.01% Reduce -0.7% 135,948 $4.9M
Squarepoint Ops LLC 0.02% Add +93.3% 135,373 $4.9M
Cubist Systematic Strategies, LLC 0.05% Reduce -62.8% 133,116 $4.8M
Dean Investment Associates, LLC 0.66% Add +23.9% 133,082 $4.8M
Continental Advisors LLC 3.80% Add +40.6% 132,910 $4.8M
Clark Capital Management Group, Inc. 0.04% Add +42.1% 132,766 $4.8M
Ledyard National Bank 0.46% Reduce -52.0% 131,798 $4.8M
Teacher Retirement System of Texas 0.03% Add +275.1% 131,407 $4.7M
Cadence Bank 0.33% Add +1.1% 124,159 $4.5M
Legal & General Group Plc 0.00% Reduce -0.8% 119,089 $4.3M
Allianz Asset Management GmbH 0.01% Add +13.3% 112,276 $4.1M
Murphy Pohlad Asset Management LLC 1.56% Reduce -19.6% 110,056 $4.0M
Alpha Omega Wealth Management LLC 0.74% Add +1.2% 109,812 $4.0M
American International Group, Inc. 0.01% Reduce -7.2% 107,485 $3.9M
Retirement Systems of Alabama 0.01% Reduce -5.0% 102,606 $3.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -5.7% 99,973 $3.6M
Tudor Investment Corporation 0.04% Reduce -53.9% 99,631 $3.6M
Alps Advisors Inc. 0.03% Add +17.8% 97,837 $3.5M
First Trust Advisors LP 0.00% Add +55.3% 96,854 $3.5M
Vident Advisory, LLC 0.07% Add +697.7% 93,522 $3.4M
Holocene Advisors, LP 0.01% Add +185.7% 91,653 $3.3M
GAMCO Investors 0.03% No change 91,200 $3.3M
Keeley-Teton Advisors, LLC 0.40% New 89,036 $3.2M
Panagora Asset Management Inc. 0.02% Reduce -10.4% 87,079 $3.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -95.0% 85,266 $3.1M
Voloridge Investment Management, LLC 0.01% Reduce -70.7% 82,951 $3.0M
State of New Jersey Common Pension Fund D 0.01% No change 80,312 $2.9M
State Board of Administration of Florida Retirement System 0.01% Add +78.1% 69,814 $2.8M
California State Teachers Retirement System 0.00% Reduce -1.4% 73,696 $2.7M
Maltese Capital Management LLC 0.51% Reduce -14.0% 72,600 $2.6M
Texas Permanent School Fund Corp. 0.02% Reduce -4.0% 71,511 $2.6M
Gsa Capital Partners LLP 0.20% Add +1.0% 70,497 $2.5M
Schneider Downs Wealth Management Advisors, LP 0.58% Reduce -7.3% 69,978 $2.5M
Manufacturers Life Insurance Company, The 0.00% Add +1.1% 69,599 $2.5M
Moran Wealth Management, LLC 0.08% Add +5.6% 66,982 $2.4M
S&T Bank 0.46% Reduce -4.3% 66,279 $2.4M
Walleye Capital LLC 0.03% Add +2.9% 65,913 $2.4M
Duality Advisers, LP 0.23% Reduce -11.0% 65,132 $2.4M
Ontario Teachers Pension Plan Board 0.02% Add +103.0% 58,726 $2.1M
Engineers Gate Manager LP 0.06% Reduce -71.4% 58,659 $2.1M
Aquatic Capital Management LLC 0.07% Reduce -31.1% 58,600 $2.1M
Truist Financial Corp. 0.00% Reduce -1.9% 57,653 $2.1M
Campbell & CO Investment Adviser LLC 0.18% Reduce -33.1% 57,344 $2.1M
Qsemble Capital Management, LP 0.42% Add +34.2% 52,625 $1.9M
Congress Asset Management Co. 0.01% Add +1.0% 50,202 $1.8M
Nebula Research & Development LLC 0.39% Add +10.2% 50,128 $1.8M
Kendall Capital Management 0.61% Add +53.5% 49,010 $1.8M
Janney Montgomery Scott LLC 0.01% Add +0.2% 48,964 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -8.8% 48,686 $1.8M
Dynamic Technology Lab Private Ltd 0.19% Add +226.1% 48,590 $1.8M
State of Tennessee, Department of Treasury 0.01% No change 48,000 $1.7M
Jane Street Group, LLC 0.00% Reduce -11.4% 46,415 $1.7M
AlphaQuest LLC 0.29% Add +4.3% 45,675 $1.6M
Dean Capital Management 0.96% Add +25.4% 45,558 $1.6M
Legato Capital Management LLC 0.20% Add +25.4% 45,558 $1.6M
Radnor Capital Management, LLC 0.27% Reduce -4.5% 44,510 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +42.7% 43,861 $1.6M
MetLife Investment Management, LLC 0.01% Reduce -7.8% 43,295 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.00% New 38,726 $1.5M
Palisade Asset Management, LLC 0.14% No change 41,040 $1.5M
Comerica Bank 0.01% Add +11.8% 41,010 $1.5M
Amalgamated Bank 0.01% Reduce -6.4% 40,059 $1.4M
Janus Henderson Group PLC 0.00% Reduce -0.0% 39,490 $1.4M
Taylor Frigon Capital Management LLC 0.68% Add +0.6% 39,398 $1.4M
Tidal Investments LLC 0.02% New 39,279 $1.4M
PNC Financial Services Group, Inc. 0.00% Reduce -2.0% 38,600 $1.4M
Capital Fund Management S.A. 0.02% Reduce -19.6% 38,158 $1.4M
Wells Fargo & Company 0.00% Reduce -2.0% 38,135 $1.4M
CWA Asset Management Group, LLC 0.08% Reduce -0.5% 37,227 $1.3M
Prana Capital Management, LP 0.06% Add +109.5% 36,885 $1.3M
BNP Paribas Financial Markets 0.00% Add +69.3% 36,615 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -7.3% 36,414 $1.3M
Sound View Wealth Advisors Group, LLC 0.14% Reduce -7.7% 35,957 $1.3M
Horizon Kinetics Asset Management LLC 0.02% Reduce -4.3% 35,874 $1.3M
Brevan Howard Capital Management LP 0.12% Reduce -23.9% 35,548 $1.3M
Raymond James & Associates 0.00% Reduce -0.4% 34,652 $1.3M
Jump Financial, LLC 0.03% Reduce -41.9% 33,205 $1.2M
Victory Capital Management Inc. 0.00% Add +10.0% 32,838 $1.2M
Texas Yale Capital Corp. 0.05% No change 32,829 $1.2M
Knights of Columbus Asset Advisors LLC 0.09% Reduce -73.5% 32,564 $1.2M
Baird Financial Group, Inc. 0.00% Add +0.3% 31,011 $1.1M
Prudential Financial Inc. 0.00% New 30,627 $1.1M
Staley Capital Advisers Inc. 0.05% No change 30,017 $1.1M
Canada Pension Plan Investment Board 0.00% No change 30,000 $1.1M
Graham Capital Management, L.P. 0.06% Add +11.9% 29,458 $1.1M
T. Rowe Price Associates Inc. 0.00% No change 29,300 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 28,969 $1.0M
Marshall Wace, LLP 0.00% Reduce -62.9% 28,600 $1.0M
Cornercap Investment Counsel Inc. 0.16% Add +0.3% 28,305 $1.0M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +66.3% 28,151 $1.0M
Fox Run Management, L.L.C. 0.22% Add +136.2% 27,669 $999K
Wedge Capital Management L L P 0.02% Add +17.5% 27,393 $989K
American Century Companies Inc. 0.00% Add +14.4% 26,519 $958K
Inspire Investing, LLC 0.09% New 24,688 $892K
Point72 Hong Kong Ltd 0.04% Reduce -61.4% 23,500 $849K
Louisiana State Employees Retirement System 0.02% Reduce -2.9% 23,500 $849K
Creative Planning 0.00% Add +3.0% 23,284 $841K
Verition Fund Management LLC 0.01% Reduce -11.2% 22,996 $831K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 22,686 $819K
Arizona State Retirement System 0.01% Reduce -4.0% 22,517 $813K
Mfa Wealth Advisors, LLC 0.20% No change 21,150 $764K
Cipher Capital LP 0.35% Reduce -55.7% 21,016 $759K
Neuberger Berman Group LLC 0.00% Add +75.0% 20,911 $755K
Point72 Asia (Singapore) Pte. Ltd. 0.20% Add +389.0% 20,794 $751K
Oregon Public Employees Retirement Fund 0.01% Reduce -16.9% 20,232 $731K
Quantbot Technologies LP 0.04% Reduce -59.4% 20,206 $730K
State of Michigan Retirement System 0.00% Reduce -2.9% 20,076 $725K
Unison Advisors LLC 0.07% Add +0.8% 19,678 $711K
Quadrature Capital Ltd 0.01% Reduce -49.5% 18,570 $671K
HRT Financial LP 0.00% Reduce -70.0% 18,395 $664K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -5.0% 18,224 $658K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -5.0% 18,075 $653K
Ameritas Investment Partners, Inc. 0.02% Reduce -5.4% 18,018 $651K
HSBC Holdings PLC 0.00% Reduce -27.7% 17,991 $650K
Handelsbanken Fonder AB 0.00% No change 17,953 $648K
GMO 0.00% New 17,870 $645K
Capital City Trust Co. 0.18% Reduce -0.9% 17,545 $634K
Vise Technologies, Inc. 0.12% Add +46.2% 17,429 $630K
Exchange Traded Concepts, LLC 0.02% Reduce -4.5% 17,345 $627K
New Mexico Educational Retirement Board 0.02% No change 17,300 $625K
LPL Financial LLC 0.00% Add +9.1% 17,201 $621K
1620 Investment Advisors, Inc. 0.62% Reduce -3.7% 17,019 $615K
DGS Capital Management, LLC 0.17% Add +83.3% 16,972 $613K
Envestnet Asset Management Inc. 0.00% Reduce -26.1% 16,830 $608K
Nisa Investment Advisors, LLC 0.00% No change 16,404 $593K
Boxwood Ventures, Inc. 1.04% New 16,365 $591K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -15.4% 16,298 $589K
Rodgers Brothers Inc. 0.08% No change 16,275 $588K
Pacer Advisors, Inc. 0.00% Reduce -18.4% 16,208 $585K
Dark Forest Capital Management LP 0.10% Reduce -80.3% 15,899 $574K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -11.8% 14,855 $537K
Prelude Capital Management, LLC 0.04% New 14,628 $528K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -70.4% 14,412 $521K
Olympiad Research LP 0.34% New 14,264 $515K
Capstone Investment Advisors, LLC 0.02% Add +11.4% 14,151 $511K
Citigroup Inc. 0.00% Reduce -22.4% 13,820 $499K
Cubic Asset Management, LLC 0.11% No change 13,337 $482K
Sei Investments Co. 0.00% No change 12,778 $462K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -14.1% 12,661 $457K
XTX Topco Ltd 0.06% Reduce -34.9% 12,641 $457K
Atom Investors LP 0.06% Reduce -24.0% 12,571 $454K
Ibex Wealth Advisors 0.12% — 12,389 $450K
O'shaughnessy Asset Management, LLC 0.01% Reduce -51.4% 12,399 $448K
First National Trust Co 0.02% No change 10,698 $386K
Wealthcare Advisory Partners LLC 0.01% No change 10,425 $377K
US Bancorp \de 0.00% Reduce -1.6% 10,348 $374K
OMERS ADMINISTRATION Corp 0.00% New 10,200 $368K
New York Life Investment Management LLC 0.00% Add +15.3% 10,000 $361K
National Bank of Canada 0.00% Reduce -23.4% 10,750 $355K
Cetera Investment Advisers 0.00% New 9,741 $352K
Pictet Asset Management Holding SA 0.00% No change 9,537 $344K
Federated Hermes, Inc. 0.00% Reduce -12.2% 9,524 $344K
Meritage Portfolio Management 0.02% New 9,317 $337K
State of Alaska, Department of Revenue 0.00% Reduce -7.0% 8,871 $320K
Cim Investment Management Inc. 0.10% No change 8,839 $319K
Public Employees Retirement Association of Colorado 0.00% Reduce -19.4% 8,648 $312K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -3.2% 8,240 $298K
Virtus Investment Advisers, LLC 0.20% No change 7,549 $273K
Foundry Partners, LLC 0.01% New 7,520 $272K
Glenmede Trust Co. NA 0.00% Add +11.1% 7,500 $271K
Osaic Holdings, Inc. 0.00% Reduce -34.4% 7,424 $268K
Pathstone Holdings, LLC 0.00% Reduce -14.8% 7,387 $267K
Royal Bank of Canada 0.00% Reduce -67.1% 7,324 $265K
SG Americas Securities, LLC 0.00% Add +92.2% 7,290 $263K
James Investment Research, Inc. 0.03% No change 7,198 $260K
Avantax Planning Partners, Inc. 0.01% New 7,000 $253K
Gabelli Funds LLC 0.00% No change 7,000 $253K
IMS Capital Management 0.12% Add +0.2% 6,904 $249K
Russell Investments Group, Ltd. 0.00% Add +42.3% 6,876 $248K
MBM Wealth Consultants, LLC 0.09% Reduce -2.0% 6,809 $246K
Janiczek Wealth Management, LLC 0.05% Add +74.9% 6,804 $246K
Diversified Trust Co. 0.01% Reduce -45.6% 6,773 $245K
Xponance LLC 0.00% Reduce -7.8% 6,757 $244K
Securian Asset Management, Inc. 0.01% Reduce -7.7% 6,719 $243K
Capula Management Ltd 0.01% New 6,640 $240K
State of Wisconsin Investment Board 0.00% Reduce -18.0% 6,522 $236K
Guggenheim Capital LLC 0.00% Reduce -35.6% 6,374 $230K
Busey Bank 0.01% Reduce -21.7% 6,084 $220K
Teza Capital Management LLC 0.03% Reduce -14.8% 5,764 $208K
Bryn Mawr Trust Advisors, LLC 0.01% New 5,700 $206K
Cape Investment Advisory, Inc. 0.09% Reduce -10.1% 5,252 $190K
Cullen/Frost Bankers, Inc. 0.00% No change 4,300 $155K
Blue Trust, Inc. 0.00% Add +41.3% 3,827 $138K
Tower Research Capital LLC (TRC) 0.00% Reduce -0.0% 3,713 $134K
EntryPoint Capital, LLC 0.12% Reduce -12.7% 3,693 $133K
Lazard Asset Management LLC 0.00% Add +305.7% 3,647 $131K
State of Wyoming 0.02% Reduce -44.0% 3,614 $131K
Catalyst Funds Management Pty Ltd 0.03% — 3,000 $108K
Acadian Asset Management LLC 0.00% Reduce -87.8% 2,759 $99K
TD Private Client Wealth LLC 0.00% Add +40.0% 2,728 $99K
Parallel Advisors, LLC 0.00% Add +21.4% 2,654 $96K
Northwestern Mutual Wealth Management Co. 0.00% Add +23.0% 2,405 $87K
Signaturefd, LLC 0.00% Add +59.5% 2,204 $80K
Trivant Custom Portfolio Group, LLC 0.05% New 2,100 $76K
KBC Group NV 0.00% No change 1,784 $64K
City State Bank 0.03% No change 1,674 $60K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -77.8% 1,552 $56K
CENTRAL TRUST Co 0.00% No change 1,520 $55K
Virtus Fund Advisers, LLC 0.18% Add +32.3% 1,394 $50K
Hexagon Capital Partners LLC 0.01% Add +30.4% 1,358 $49K
UMB Bank, n.a. 0.00% No change 1,140 $41K
WealthCollab, LLC 0.03% Add +68.2% 1,112 $40K
Gladius Capital Management LP 0.04% Add +4.5% 993 $36K
Principal Securities, Inc. 0.00% Add +37.6% 992 $36K
Van Eck Associates Corp. 0.00% Reduce -14.7% 897 $32K
S.A. Mason LLC 0.02% Add +0.6% 831 $30K
Headlands Technologies LLC 0.01% Add +607.7% 828 $30K
South Dakota Investment Council 0.00% Reduce -93.1% 816 $29K
Fifth Third Bancorp 0.00% No change 739 $27K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 719 $26K
Quadrant Capital Group LLC 0.00% Reduce -8.7% 691 $25K
Global Retirement Partners, LLC 0.00% Add +4.7% 641 $23K
Hazlett, Burt & Watson, Inc. 0.01% No change 615 $22K
Smartleaf Asset Management LLC 0.00% New 525 $19K
Quarry LP 0.01% Add +14.0% 415 $15K
Rise Advisors, LLC 0.01% New 372 $13K
Richardson Financial Services Inc. 0.01% Add +34.6% 354 $13K
CIBC Private Wealth Group LLC 0.00% New 335 $12K
Hillsdale Investment Management Inc. 0.00% No change 330 $12K
Kelly Financial Services LLC 0.00% No change 321 $12K
Lanark Financial, Inc. 0.00% No change 285 $11K
Covestor Ltd 0.01% Add +2.7% 264 $10K
GAMMA Investing LLC 0.00% Add +51.3% 239 $9K
Parkside Financial Bank & Trust 0.00% Add +0.5% 204 $7K
WR Wealth Planners, LLC 0.00% New 203 $7K
Eagle Bay Advisors LLC 0.00% New 187 $7K
Harbour Investments, Inc. 0.00% No change 162 $6K
Farther Finance Advisors, LLC 0.00% No change 143 $5K
Hollencrest Capital Management 0.00% No change 140 $5K
Rosenberg Matthew Hamilton 0.00% No change 139 $5K
Cwm, LLC 0.00% Add +52.9% 133 $5K
EverSource Wealth Advisors, LLC 0.00% New 149 $5K
Bessemer Group Inc. 0.00% Reduce -4.0% 121 $4K
Allworth Financial LP 0.00% Add +1250.0% 108 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 100 $4K
IFP Advisors, Inc 0.00% Reduce -91.6% 99 $4K
JFS Wealth Advisors, LLC 0.00% Add +14.9% 77 $3K
LGT Financial Advisors LLC 0.00% No change 74 $3K
Bell Investment Advisors, Inc 0.00% Add +26.8% 71 $3K
Private Wealth Management Group, LLC 0.00% No change 68 $2K
Huntington National Bank 0.00% New 51 $2K
Hilltop National Bank 0.00% — 50 $2K
Farmers & Merchants Investments Inc. 0.00% No change 39 $1K
First Horizon Advisors, Inc. 0.00% Add +40.7% 38 $1K
SJS Investment Consulting Inc. 0.00% Add +27.3% 28 $1K
Roble, Belko & Company, Inc 0.00% No change 15 $1K
Glen Eagle Advisors, LLC 0.00% No change 27 $983
Frazier Financial Advisors, LLC 0.00% No change 27 $976
Lindbrook Capital, LLC 0.00% No change 22 $795
DiNuzzo Private Wealth, Inc. 0.00% No change 19 $687
Point72 (DIFC) Ltd 0.00% — 8 $289
TFO Wealth Partners, LLC 0.00% No change 6 $217
Toronto Dominion Bank 0.00% No change 2 $72

"% of holder's portfolio" is FHI's weight in each manager's 13F, not the share of Federated Hermes Inc. the manager owns.