Federated HermesFHI

13F holders, Q2 2024 (June 30)
311holders −4
31new positions
34sold out
9famous investors
$32.86avg. 13F price*

At the end of Q2 2024, 311 institutions reported holding Federated Hermes Inc. (FHI) in their 13F filings, down 4 from Q1 2024. 31 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($289.4M), BlackRock Inc. ($277.3M) and FMR LLC ($181.8M). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% 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 → Q2 2024

InstitutionsTotal Value
New Positions31$46.6M
Exits34$61.8M

All 13F filers, Q1 2024 → Q2 2024: 6,295,739 shares bought and 5,997,668 shares sold, net +298,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 311 holders

Vanguard Group Inc. 0.01% Add +2.6% 8,801,869 $289.4M
BlackRock Inc. 0.01% Add +1.8% 8,434,533 $277.3M
FMR LLC 0.01% Reduce -1.3% 5,529,090 $181.8M
Fuller & Thaler Asset Management, Inc. 0.38% Add +9.1% 2,698,407 $88.7M
AQR Capital Management 0.13% Add +88.3% 2,689,488 $87.9M
Invesco Ltd. 0.02% Add +4.5% 2,390,925 $78.6M
Dimensional Fund Advisors LP 0.02% Reduce -0.5% 2,388,342 $78.5M
State Street Corp. 0.00% Add +2.1% 1,882,170 $61.9M
Morgan Stanley 0.00% Reduce -12.2% 1,312,589 $43.2M
Alliancebernstein L.P. 0.01% Add +7.2% 1,197,105 $39.4M
Geode Capital Management, LLC 0.00% Add +4.3% 1,157,539 $38.1M
Assenagon Asset Management S.A. 0.09% Add +39.8% 1,142,192 $37.6M
Citadel Advisors 0.03% Add +1.2% 1,052,548 $34.6M
Millennium Management 0.03% Add +1.1% 969,844 $31.9M
Bank of New York Mellon Corp 0.01% Reduce -17.3% 849,608 $27.9M
Two Sigma Investments, LP 0.06% Add +0.4% 761,719 $25.0M
Two Sigma Advisers, LP 0.05% Add +29.4% 696,500 $22.9M
Goldman Sachs Group Inc. 0.00% Reduce -53.8% 667,783 $22.0M
Charles Schwab Investment Management Inc. 0.00% Add +31.9% 616,241 $20.3M
Sprott Inc. 1.44% Add +25.0% 590,235 $19.4M
Arrowstreet Capital, Limited Partnership 0.02% Add +4.3% 578,091 $19.0M
Northern Trust Corp. 0.00% Add +12.8% 552,641 $18.2M
Commonwealth Equity Services, LLC 0.03% Reduce -1.4% 551,532 $18.1M
D. E. Shaw & Co. 0.03% Add +10.7% 519,612 $17.1M
HighTower Advisors, LLC 0.02% Add +4.6% 460,345 $15.1M
Bank of America Corp. 0.00% Add +0.7% 428,488 $14.1M
Wellington Management Group LLP 0.00% Reduce -60.3% 424,054 $13.9M
Foundation Resource Management Inc. 2.20% Add +0.1% 418,903 $13.8M
Royce & Associates LP 0.12% Add +3.6% 391,232 $12.9M
Balyasny Asset Management L.P. 0.03% New 373,038 $12.3M
Hotchkis & Wiley Capital Management LLC 0.04% Add +10.7% 368,155 $12.1M
LSV Asset Management 0.03% New 362,327 $11.9M
Algert Global LLC 0.38% Add +34.2% 349,802 $11.5M
Cambria Investment Management, L.P. 0.69% Add +2.0% 345,375 $11.4M
Qube Research & Technologies Ltd 0.02% Reduce -29.2% 312,910 $10.3M
Interval Partners, LP 0.29% Reduce -25.3% 306,145 $10.1M
Bank of Montreal 0.00% Add +102.7% 282,995 $9.3M
Algebris (uk) Ltd. 2.99% Reduce -0.8% 302,835 $9.3M
JPMorgan Chase & Co. 0.00% Add +8.9% 275,784 $9.1M
Principal Financial Group Inc. 0.01% Reduce -13.1% 261,307 $8.6M
Renaissance Technologies 0.01% Reduce -14.6% 257,700 $8.5M
Thrivent Financial for Lutherans 0.02% Reduce -6.7% 256,374 $8.4M
Man Group plc 0.02% Add +16.3% 242,371 $8.0M
Prospector Partners LLC 0.94% Add +0.5% 241,836 $8.0M
Schroder Investment Management Group 0.01% Reduce -31.6% 233,191 $7.7M
Voloridge Investment Management, LLC 0.03% Add +168.1% 222,369 $7.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +112.5% 212,474 $7.0M
Country Club Bank 0.48% Reduce -3.7% 209,301 $6.8M
First Trust Advisors LP 0.01% Add +110.4% 203,811 $6.7M
Hourglass Capital, LLC 1.90% Add +4.6% 194,618 $6.4M
AXA S.A. 0.02% New 188,562 $6.2M
Continental Advisors LLC 4.70% Add +39.2% 184,967 $6.1M
Jane Street Group, LLC 0.01% Add +283.1% 177,791 $5.8M
Allianz Asset Management GmbH 0.01% Add +54.3% 173,267 $5.7M
Teacher Retirement System of Texas 0.03% Add +28.4% 168,708 $5.5M
Swiss National Bank 0.00% Reduce -2.7% 157,317 $5.2M
Inlet Private Wealth, LLC 1.41% Reduce -4.5% 157,100 $5.2M
Trexquant Investment LP 0.08% Reduce -10.5% 154,915 $5.1M
Tudor Investment Corporation 0.06% Add +55.0% 154,383 $5.1M
Rhumbline Advisers 0.00% Reduce -3.2% 147,756 $4.9M
Factorial Partners, LLC 2.91% New 143,739 $4.7M
Ameriprise Financial Inc. 0.00% Add +2.3% 140,833 $4.6M
Vestcor Inc 0.16% Reduce -4.5% 139,740 $4.6M
New York State Teachers Retirement System 0.01% Reduce -1.4% 134,106 $4.4M
Dean Investment Associates, LLC 0.60% Reduce -2.9% 129,262 $4.3M
Legal & General Group Plc 0.00% Add +0.9% 120,124 $3.9M
Cadence Bank 0.30% Reduce -3.5% 119,859 $3.9M
Alpha Omega Wealth Management LLC 0.73% Add +6.3% 116,736 $3.8M
Alps Advisors Inc. 0.03% Add +15.9% 113,360 $3.7M
Vident Advisory, LLC 0.10% Add +13.6% 106,252 $3.5M
GMO 0.01% Add +490.9% 105,588 $3.5M
ExodusPoint Capital Management, LP 0.04% Reduce -32.6% 103,710 $3.4M
Corebridge Financial, Inc. 0.02% — 100,906 $3.3M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +253.5% 99,504 $3.3M
Retirement Systems of Alabama 0.01% Reduce -3.5% 99,063 $3.3M
Panagora Asset Management Inc. 0.02% Add +10.7% 96,425 $3.2M
Clark Capital Management Group, Inc. 0.02% Reduce -27.8% 95,899 $3.2M
GAMCO Investors 0.03% Add +1.0% 92,100 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +106.0% 90,374 $3.0M
Keeley-Teton Advisors, LLC 0.38% Reduce -0.0% 89,023 $2.9M
Murphy Pohlad Asset Management LLC 1.24% Reduce -20.6% 87,346 $2.9M
AlphaQuest LLC 0.38% Add +86.2% 85,035 $2.8M
Susquehanna International Group, LLP 0.00% New 84,390 $2.8M
Bridgewater Associates 0.01% Reduce -56.6% 83,460 $2.7M
Ledyard National Bank 0.26% Reduce -38.7% 80,821 $2.7M
HRT Financial LP 0.01% Add +336.9% 80,365 $2.6M
California State Teachers Retirement System 0.00% Reduce -2.0% 72,235 $2.4M
BNP Paribas Financial Markets 0.00% Add +95.3% 71,506 $2.4M
Schneider Downs Wealth Management Advisors, LP 0.51% Reduce -1.1% 69,182 $2.3M
Moran Wealth Management, LLC 0.07% Add +1.8% 68,171 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.3% 67,306 $2.2M
Barclays PLC 0.00% Reduce -68.0% 65,633 $2.2M
UBS Group AG 0.00% Reduce -66.3% 64,649 $2.1M
Paralel Advisors LLC 0.10% New 63,196 $2.1M
Janus Henderson Group PLC 0.00% Add +58.3% 62,521 $2.1M
S&T Bank 0.51% Reduce -8.8% 60,470 $2.0M
Campbell & CO Investment Adviser LLC 0.17% Add +3.7% 59,449 $2.0M
Kendall Capital Management 0.64% Add +18.8% 58,230 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -28.3% 57,563 $1.9M
American Century Companies Inc. 0.00% Add +112.4% 56,333 $1.9M
Graham Capital Management, L.P. 0.11% Add +87.2% 55,158 $1.8M
Jump Financial, LLC 0.04% Add +65.4% 54,928 $1.8M
Schonfeld Strategic Advisors LLC 0.01% Reduce -85.3% 54,051 $1.8M
Nebula Research & Development LLC 0.28% Add +6.6% 53,444 $1.8M
Gsa Capital Partners LLP 0.12% Reduce -25.4% 52,594 $1.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -38.8% 52,192 $1.7M
Congress Asset Management Co. 0.01% Reduce -0.9% 49,726 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -1.0% 48,459 $1.6M
Capital Fund Management S.A. 0.02% Add +26.7% 48,344 $1.6M
State of Tennessee, Department of Treasury 0.01% No change 48,000 $1.6M
Truist Financial Corp. 0.00% Reduce -16.9% 47,913 $1.6M
Dean Capital Management 2.02% Add +4.7% 47,695 $1.6M
Legato Capital Management LLC 0.21% Add +4.7% 47,695 $1.6M
Tidal Investments LLC 0.02% Add +20.9% 47,490 $1.6M
Boxwood Ventures, Inc. 2.50% Add +188.8% 47,266 $1.6M
Brevan Howard Capital Management LP 0.10% Add +32.2% 46,994 $1.5M
Taylor Frigon Capital Management LLC 0.73% Add +17.6% 46,342 $1.5M
Mutual of America Capital Management LLC 0.02% Reduce -5.6% 45,956 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -5.7% 40,827 $1.3M
Comerica Bank 0.01% Reduce -7.3% 38,017 $1.2M
PNC Financial Services Group, Inc. 0.00% Reduce -2.2% 37,752 $1.2M
Y-Intercept (Hong Kong) Ltd 0.07% Add +160.4% 37,534 $1.2M
Villanova Investment Management Co LLC 1.27% — 36,464 $1.2M
Amalgamated Bank 0.01% Reduce -9.5% 36,259 $1.2M
Sound View Wealth Advisors Group, LLC 0.12% Add +0.7% 36,217 $1.2M
Quantbot Technologies LP 0.06% Add +76.3% 35,613 $1.2M
Danske Bank A/S 0.00% Reduce -82.6% 34,902 $1.1M
Wells Fargo & Company 0.00% Reduce -9.4% 34,557 $1.1M
Raymond James & Associates 0.00% Reduce -2.3% 33,857 $1.1M
Dark Forest Capital Management LP 0.20% Add +111.3% 33,600 $1.1M
Prudential Financial Inc. 0.00% Add +8.3% 33,172 $1.1M
Texas Yale Capital Corp. 0.05% No change 32,829 $1.1M
Cornercap Investment Counsel Inc. 0.18% Add +15.9% 32,819 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -9.9% 32,809 $1.1M
Victory Capital Management Inc. 0.00% Reduce -0.4% 32,721 $1.1M
Ontario Teachers Pension Plan Board 0.01% Reduce -44.3% 32,702 $1.1M
Knights of Columbus Asset Advisors LLC 0.07% No change 32,564 $1.1M
Jefferies Financial Group Inc. 0.02% New 32,500 $1.1M
Palisade Asset Management, LLC 0.11% Reduce -22.5% 31,790 $1.0M
Baird Financial Group, Inc. 0.00% Reduce -0.1% 30,992 $1.0M
Staley Capital Advisers Inc. 0.05% No change 30,017 $987K
PDT Partners, LLC 0.09% New 29,370 $966K
T. Rowe Price Associates Inc. 0.00% No change 29,300 $964K
Teachers Retirement System of the State of Kentucky 0.01% No change 28,969 $952K
Wedge Capital Management L L P 0.02% Add +4.0% 28,476 $936K
State Board of Administration of Florida Retirement System 0.00% Reduce -59.5% 28,292 $930K
Horizon Kinetics Asset Management LLC 0.02% Reduce -21.3% 28,239 $928K
Corient Private Wealth LP 0.00% New 26,976 $887K
Engineers Gate Manager LP 0.02% Reduce -54.2% 26,889 $884K
SG Americas Securities, LLC 0.01% Add +267.9% 26,820 $882K
ABLE Financial Group, LLC 0.30% New 25,128 $826K
Fox Run Management, L.L.C. 0.15% Reduce -12.4% 24,224 $796K
Mfa Wealth Advisors, LLC 0.17% Add +11.3% 23,550 $774K
Creative Planning 0.00% Reduce -0.3% 23,216 $763K
Louisiana State Employees Retirement System 0.01% Reduce -3.4% 22,700 $746K
Ensign Peak Advisors, Inc 0.00% No change 22,686 $746K
HSBC Holdings PLC 0.00% Add +25.4% 22,567 $743K
Arizona State Retirement System 0.00% Reduce -0.6% 22,383 $736K
Pacer Advisors, Inc. 0.00% Add +36.7% 22,150 $728K
Seven Eight Capital, LP 0.07% New 20,735 $682K
Citigroup Inc. 0.00% Add +46.5% 20,248 $666K
Unison Advisors LLC 0.08% Add +0.8% 19,831 $652K
DGS Capital Management, LLC 0.18% Add +16.6% 19,784 $650K
Vise Technologies, Inc. 0.11% Add +12.4% 19,587 $644K
State of Michigan Retirement System 0.00% Reduce -3.5% 19,376 $637K
Capstone Investment Advisors, LLC 0.03% Add +35.5% 19,182 $631K
Vanguard Personalized Indexing Management, LLC 0.01% Add +27.7% 18,972 $624K
Prelude Capital Management, LLC 0.05% Add +26.7% 18,531 $609K
Exchange Traded Concepts, LLC 0.02% Add +5.0% 18,218 $599K
Olympiad Research LP 0.44% Add +26.4% 18,026 $593K
Handelsbanken Fonder AB 0.00% No change 17,953 $590K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.7% 17,914 $589K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.6% 17,790 $585K
New Mexico Educational Retirement Board 0.02% No change 17,300 $569K
Squarepoint Ops LLC 0.00% Reduce -87.3% 17,202 $566K
1620 Investment Advisors, Inc. 0.44% Add +0.6% 17,112 $563K
Ameritas Investment Partners, Inc. 0.02% Reduce -5.3% 17,072 $561K
Capital City Trust Co. 0.15% Reduce -2.8% 17,046 $560K
Teza Capital Management LLC 0.07% Add +194.8% 16,992 $559K
Oregon Public Employees Retirement Fund 0.01% Reduce -17.8% 16,632 $547K
Nisa Investment Advisors, LLC 0.00% Reduce -0.1% 16,396 $539K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 16,298 $536K
Rodgers Brothers Inc. 0.07% No change 16,275 $535K
Deutsche Bank AG 0.00% Reduce -96.1% 15,992 $526K
Envestnet Asset Management Inc. 0.00% Reduce -5.1% 15,966 $525K
Lazard Asset Management LLC 0.00% Add +335.3% 15,876 $520K
EntryPoint Capital, LLC 0.23% Add +300.6% 14,793 $486K
LPL Financial LLC 0.00% Reduce -24.4% 13,013 $428K
Sei Investments Co. 0.00% No change 12,778 $420K
CW Advisors, LLC 0.01% New 12,382 $407K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -2.2% 12,381 $407K
Two Sigma Securities, LLC 0.02% New 12,010 $395K
Royal Bank of Canada 0.00% Add +52.3% 11,157 $367K
Pictet Asset Management Holding SA 0.00% Add +15.0% 10,964 $360K
National Bank of Canada 0.00% Add +1.3% 10,890 $355K
First National Trust Co 0.01% No change 10,698 $352K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.8% 10,241 $337K
XTX Topco Ltd 0.03% Reduce -19.6% 10,169 $334K
US Bancorp \de 0.00% Reduce -3.9% 9,943 $327K
Neuberger Berman Group LLC 0.00% Reduce -54.2% 9,586 $315K
Cetera Investment Advisers 0.00% Reduce -3.8% 9,376 $308K
Petrus Trust Company, LTA 0.03% New 9,316 $306K
Meritage Portfolio Management 0.02% Reduce -0.1% 9,310 $306K
Tower Research Capital LLC (TRC) 0.01% Add +148.9% 9,242 $304K
State of Alaska, Department of Revenue 0.00% No change 8,871 $291K
Public Employees Retirement Association of Colorado 0.00% No change 8,648 $284K
Federated Hermes, Inc. 0.00% Reduce -11.3% 8,449 $278K
Qsemble Capital Management, LP 0.05% Reduce -84.4% 8,195 $269K
Pathstone Holdings, LLC 0.00% Add +10.8% 8,183 $269K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.0% 8,156 $268K
Russell Investments Group, Ltd. 0.00% Add +16.0% 7,976 $262K
Centiva Capital, LP 0.01% New 7,850 $258K
Glenmede Trust Co. NA 0.00% No change 7,500 $247K
James Investment Research, Inc. 0.03% Reduce -0.0% 7,196 $237K
Cim Investment Management Inc. 0.07% Reduce -19.2% 7,142 $235K
Diversified Trust Co. 0.01% Add +4.0% 7,042 $232K
Avantax Planning Partners, Inc. 0.01% No change 7,000 $230K
Gabelli Funds LLC 0.00% No change 7,000 $230K
MBM Wealth Consultants, LLC 0.08% Add +1.7% 6,922 $224K
Abacus Planning Group, Inc. 0.04% New 6,773 $223K
State of Wisconsin Investment Board 0.00% Add +1.8% 6,637 $218K
Securian Asset Management, Inc. 0.01% Reduce -4.7% 6,401 $210K
Janiczek Wealth Management, LLC 0.04% Reduce -6.0% 6,399 $210K
O'shaughnessy Asset Management, LLC 0.00% Reduce -49.3% 6,292 $207K
Los Angeles Capital Management LLC 0.00% New 6,266 $206K
Aquatic Capital Management LLC 0.01% Reduce -89.4% 6,200 $204K
Virtus Investment Advisers, LLC 0.18% Reduce -19.7% 6,064 $199K
Blue Trust, Inc. 0.00% Add +36.7% 5,232 $189K
State of Wyoming 0.03% Add +36.8% 4,942 $162K
Cullen/Frost Bankers, Inc. 0.00% No change 4,300 $141K
Cape Investment Advisory, Inc. 0.06% Reduce -18.7% 4,270 $140K
Parallel Advisors, LLC 0.00% Add +57.7% 4,186 $138K
Signaturefd, LLC 0.00% Add +81.2% 3,993 $131K
DekaBank Deutsche Girozentrale 0.00% New 3,693 $120K
Acadian Asset Management LLC 0.00% Add +23.3% 3,402 $111K
Osaic Holdings, Inc. 0.00% Reduce -54.7% 3,361 $111K
nVerses Capital, LLC 0.06% New 3,200 $105K
TD Private Client Wealth LLC 0.00% Add +13.8% 3,103 $102K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.3% 2,373 $78K
Trivant Custom Portfolio Group, LLC 0.04% No change 2,100 $69K
Asset Management One Co., Ltd. 0.00% New 2,028 $67K
Headlands Technologies LLC 0.01% Add +134.9% 1,945 $64K
Simplex Trading, LLC 0.00% New 1,896 $62K
KBC Group NV 0.00% No change 1,784 $59K
City State Bank 0.02% Reduce -1.9% 1,643 $54K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,552 $51K
UMB Bank, n.a. 0.00% Add +26.0% 1,436 $47K
Cwm, LLC 0.00% Add +985.7% 1,444 $47K
Mather Group, Llc. 0.00% New 1,300 $47K
Hexagon Capital Partners LLC 0.01% Add +1.1% 1,373 $45K
Virtus Fund Advisers, LLC 0.15% Reduce -16.4% 1,166 $38K
Concourse Financial Group Securities, Inc. 0.00% Add +53.1% 1,101 $36K
Gladius Capital Management LP 0.03% Reduce -0.4% 989 $33K
WealthCollab, LLC 0.02% Reduce -11.1% 989 $33K
S.A. Mason LLC 0.02% Add +0.6% 836 $27K
Van Eck Associates Corp. 0.00% Reduce -9.0% 816 $27K
Principal Securities, Inc. 0.00% Reduce -23.4% 760 $25K
GAMMA Investing LLC 0.00% Add +197.9% 712 $23K
Hazlett, Burt & Watson, Inc. 0.01% No change 615 $20K
Global Retirement Partners, LLC 0.00% Reduce -5.5% 606 $20K
Smartleaf Asset Management LLC 0.00% Add +15.4% 606 $20K
EverSource Wealth Advisors, LLC 0.00% Add +283.2% 571 $20K
Quarry LP 0.01% Add +26.3% 524 $17K
Plato Investment Management Ltd 0.00% New 507 $17K
FNY Investment Advisers, LLC 0.01% New 500 $16K
IFP Advisors, Inc 0.00% Add +342.4% 438 $14K
WFA of San Diego, LLC 0.01% — 435 $14K
Catalyst Funds Management Pty Ltd 0.00% Reduce -86.7% 400 $13K
Rise Advisors, LLC 0.01% Add +4.0% 387 $13K
CENTRAL TRUST Co 0.00% Reduce -75.7% 370 $12K
Fifth Third Bancorp 0.00% Reduce -50.6% 365 $12K
Hillsdale Investment Management Inc. 0.00% No change 330 $11K
CIBC Private Wealth Group LLC 0.00% No change 335 $11K
Kelly Financial Services LLC 0.00% No change 321 $11K
Covestor Ltd 0.01% Add +3.8% 274 $9K
Lanark Financial, Inc. 0.00% No change 285 $9K
Richardson Financial Services Inc. 0.01% Reduce -32.2% 240 $8K
Manchester Capital Management LLC 0.00% New 225 $7K
Parkside Financial Bank & Trust 0.00% Add +7.3% 219 $7K
WR Wealth Planners, LLC 0.00% No change 203 $7K
Bell Investment Advisors, Inc 0.00% Add +185.9% 203 $7K
Eagle Bay Advisors LLC 0.00% Add +6.4% 199 $7K
Versant Capital Management, Inc 0.00% New 162 $5K
Harbour Investments, Inc. 0.00% No change 162 $5K
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
Bessemer Group Inc. 0.00% No change 121 $4K
Allworth Financial LP 0.00% Add +3.7% 112 $4K
Private Wealth Management Group, LLC 0.00% Add +72.1% 117 $4K
Strategic Investment Solutions, Inc. 0.00% — 100 $3K
Quadrant Capital Group LLC 0.00% Reduce -85.1% 103 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 100 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -1.3% 76 $2K
LGT Financial Advisors LLC 0.01% No change 74 $2K
CVA Family Office, LLC 0.00% New 74 $2K
Lindbrook Capital, LLC 0.00% Add +227.3% 72 $2K
Hilltop National Bank 0.00% No change 50 $2K
Assetmark, Inc. 0.00% New 42 $1K
Farmers & Merchants Investments Inc. 0.00% No change 39 $1K
First Horizon Advisors, Inc. 0.00% No change 38 $1K
Huntington National Bank 0.00% Reduce -27.4% 37 $1K
Arax Advisory Partners 0.00% New 28 $921
Glen Eagle Advisors, LLC 0.00% No change 27 $903
Frazier Financial Advisors, LLC 0.00% No change 27 $888
SJS Investment Consulting Inc. 0.00% Reduce -14.3% 24 $790
DiNuzzo Private Wealth, Inc. 0.00% Add +5.3% 20 $658
Innealta Capital, LLC 0.00% New 14 $460
MassMutual Private Wealth & Trust, FSB 0.00% New 9 $296
Toronto Dominion Bank 0.00% No change 2 $66
Roble, Belko & Company, Inc 0.00% No change 15 $0

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