Federated HermesFHI
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 328 institutions reported holding Federated Hermes Inc. (FHI) in their 13F filings, up 33 from Q3 2024. 50 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($351.9M), Vanguard Group Inc. ($349.2M) and FMR LLC ($243.4M). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Federated Hermes Inc.
- CUSIP
- 314211103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $75.2M |
| Exits | 28 | $39.3M |
All 13F filers, Q3 2024 → Q4 2024: 6,302,233 shares bought and 5,278,054 shares sold, net +1,024,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 328 holders
| BlackRock, Inc. | 0.01% | Add +4.3% | 8,560,445 | $351.9M |
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 8,495,221 | $349.2M |
| FMR LLC | 0.01% | Add +4.5% | 5,919,888 | $243.4M |
| AQR Capital Management | 0.14% | Reduce -3.8% | 2,558,025 | $105.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.6% | 2,350,042 | $96.6M |
| Invesco Ltd. | 0.02% | Reduce -2.9% | 2,230,506 | $91.7M |
| State Street Corp. | 0.00% | Add +4.7% | 1,962,846 | $80.7M |
| Fuller & Thaler Asset Management, Inc. | 0.29% | Add +3.5% | 1,888,263 | $77.6M |
| Citadel Advisors | 0.05% | Reduce -34.1% | 1,379,991 | $56.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.6% | 1,282,252 | $52.7M |
| Bank of New York Mellon Corp | 0.01% | Add +53.8% | 1,276,898 | $52.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +19.8% | 1,041,870 | $42.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -18.5% | 979,370 | $40.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +19.0% | 915,045 | $37.6M |
| LSV Asset Management | 0.08% | Add +48.2% | 870,776 | $35.8M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +51.6% | 818,408 | $33.6M |
| UBS Group AG | 0.01% | Add +113.2% | 809,467 | $33.3M |
| Two Sigma Advisers, LP | 0.07% | Reduce -0.1% | 786,600 | $32.3M |
| Morgan Stanley | 0.00% | Reduce -38.5% | 682,880 | $28.1M |
| Assenagon Asset Management S.A. | 0.05% | Reduce -23.7% | 665,305 | $27.4M |
| Two Sigma Investments, LP | 0.07% | Reduce -10.7% | 664,483 | $27.3M |
| Acadian Asset Management LLC | 0.07% | New | 600,371 | $24.7M |
| Sprott Inc. | 1.54% | Reduce -4.2% | 564,135 | $23.2M |
| Northern Trust Corp. | 0.00% | Add +6.0% | 554,958 | $22.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.2% | 531,249 | $21.8M |
| Millennium Management | 0.02% | Reduce -50.7% | 525,383 | $21.6M |
| Renaissance Technologies | 0.03% | Add +54.2% | 476,928 | $19.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.0% | 437,212 | $18.0M |
| Foundation Resource Management Inc. | 2.85% | Reduce -0.6% | 415,577 | $17.1M |
| Allianz Asset Management GmbH | 0.02% | Add +130.1% | 414,531 | $17.0M |
| Royce & Associates LP | 0.15% | Reduce -0.2% | 390,395 | $16.0M |
| Algert Global LLC | 0.36% | Add +5.6% | 373,141 | $15.3M |
| Voloridge Investment Management, LLC | 0.05% | Add +14.6% | 365,084 | $15.0M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Add +2.3% | 363,155 | $14.9M |
| Cambria Investment Management, L.P. | 0.86% | Add +1.2% | 345,357 | $14.2M |
| Bank of America Corp. | 0.00% | Reduce -36.9% | 341,818 | $14.1M |
| ExodusPoint Capital Management, LP | 0.13% | Add +91.8% | 308,153 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Add +6.5% | 268,221 | $11.0M |
| Schroder Investment Management Group | 0.01% | Add +101.2% | 266,811 | $10.9M |
| Teacher Retirement System of Texas | 0.04% | Add +6.4% | 264,841 | $10.9M |
| Norges Bank | 0.00% | New | 258,800 | $10.6M |
| First Trust Advisors LP | 0.01% | Reduce -16.8% | 256,833 | $10.6M |
| Barclays PLC | 0.01% | Add +14.4% | 246,718 | $10.1M |
| Trexquant Investment LP | 0.11% | Add +124.5% | 224,892 | $9.2M |
| Man Group plc | 0.03% | Reduce -0.5% | 217,728 | $9.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.2% | 214,653 | $8.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +6.8% | 198,401 | $8.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -25.4% | 190,594 | $7.8M |
| Hourglass Capital, LLC | 2.09% | Reduce -5.1% | 184,410 | $7.6M |
| Continental Advisors LLC | 5.55% | Reduce -6.6% | 177,859 | $7.3M |
| Country Club Bank | 0.48% | Reduce -13.6% | 177,325 | $7.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.4% | 174,623 | $7.2M |
| Interval Partners, LP | 0.18% | Reduce -52.5% | 173,610 | $7.1M |
| AXA S.A. | 0.02% | Reduce -9.2% | 170,525 | $7.0M |
| Brandywine Global Investment Management, LLC | 0.05% | New | 166,399 | $6.8M |
| Factorial Partners, LLC | 3.78% | No change | 160,239 | $6.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.1% | 159,431 | $6.6M |
| Vestcor Inc | 0.22% | Add +5.5% | 157,884 | $6.5M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 154,317 | $6.3M |
| Weiss Asset Management LP | 0.20% | Add +1206.9% | 154,263 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 141,495 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 139,957 | $5.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -59.0% | 137,527 | $5.7M |
| Rhumbline Advisers | 0.01% | Reduce -3.5% | 137,287 | $5.6M |
| Alps Advisors Inc. | 0.03% | Add +17.3% | 127,438 | $5.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 126,562 | $5.2M |
| Cadence Bank | 0.34% | Add +0.6% | 123,058 | $5.1M |
| Legal & General Group Plc | 0.00% | Add +1.5% | 122,686 | $5.0M |
| Alpha Omega Wealth Management LLC | 0.91% | Reduce -0.2% | 116,698 | $4.8M |
| Keeley-Teton Advisors, LLC | 0.54% | Reduce -1.5% | 113,896 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | New | 112,975 | $4.6M |
| Bridgewater Associates | 0.02% | Add +51.5% | 112,387 | $4.6M |
| Sei Investments Co. | 0.01% | Add +776.6% | 112,018 | $4.6M |
| GMO | 0.01% | Add +96.7% | 110,211 | $4.5M |
| Phase 2 Partners, LLC | 3.40% | New | 109,981 | $4.5M |
| Dean Investment Associates, LLC | 0.61% | Add +70.3% | 103,949 | $4.3M |
| WINTON GROUP Ltd | 0.28% | New | 101,072 | $4.2M |
| American Century Companies Inc. | 0.00% | Reduce -0.5% | 97,569 | $4.0M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.9% | 94,742 | $3.9M |
| Freestone Grove Partners LP | 0.05% | — | 92,719 | $3.8M |
| GAMCO Investors | 0.04% | No change | 92,100 | $3.8M |
| Panagora Asset Management Inc. | 0.02% | Reduce -6.6% | 89,761 | $3.7M |
| Corebridge Financial, Inc. | 0.02% | Reduce -5.3% | 87,625 | $3.6M |
| Murphy Pohlad Asset Management LLC | 1.46% | Reduce -3.7% | 82,346 | $3.4M |
| Raymond James Financial Inc. | 0.00% | — | 81,907 | $3.4M |
| HRT Financial LP | 0.02% | Add +152.3% | 81,476 | $3.3M |
| Basswood Capital Management, L.L.C. | 0.19% | New | 80,787 | $3.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.61% | Reduce -12.6% | 79,460 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +898.2% | 79,617 | $3.3M |
| Inlet Private Wealth, LLC | 0.86% | Reduce -36.5% | 78,650 | $3.2M |
| Moran Wealth Management, LLC | 0.10% | Add +2.6% | 72,427 | $3.0M |
| Dean Capital Management | 1.23% | Add +81.0% | 70,058 | $2.9M |
| Paralel Advisors LLC | 0.12% | Add +10.0% | 69,508 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -3.1% | 67,608 | $2.8M |
| Kendall Capital Management | 0.79% | Add +13.4% | 65,925 | $2.7M |
| AlphaQuest LLC | 0.35% | Add +19.9% | 64,141 | $2.6M |
| Canada Pension Plan Investment Board | 0.00% | Add +9.4% | 61,700 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.4% | 61,399 | $2.5M |
| Mubadala Investment Co PJSC | 0.01% | New | 58,440 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.8% | 56,313 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -55.7% | 55,574 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.0% | 55,363 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +33.2% | 53,892 | $2.2M |
| Fieldview Capital Management, LLC | 0.34% | — | 53,431 | $2.2M |
| Congress Asset Management Co. | 0.01% | Add +4.7% | 51,571 | $2.1M |
| Nebula Research & Development LLC | 0.25% | Add +123.7% | 51,418 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.1% | 50,864 | $2.1M |
| Marshall Wace, LLP | 0.00% | Add +33.4% | 48,570 | $2.0M |
| S&T Bank | 0.64% | Reduce -11.5% | 48,421 | $2.0M |
| Tudor Investment Corporation | 0.02% | Reduce -64.6% | 47,897 | $2.0M |
| Citigroup Inc. | 0.00% | Add +31.9% | 46,839 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 46,746 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.3% | 46,619 | $1.9M |
| Legato Capital Management LLC | 0.24% | Add +84.3% | 44,054 | $1.8M |
| Taylor Frigon Capital Management LLC | 0.91% | Reduce -2.8% | 43,904 | $1.8M |
| Radnor Capital Management, LLC | 0.29% | Reduce -7.0% | 42,840 | $1.8M |
| Danske Bank A/S | 0.01% | Add +3193.8% | 42,819 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +8.3% | 42,553 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | — | 42,300 | $1.7M |
| Synergy Asset Management, LLC | 0.13% | No change | 47,061 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.3% | 41,160 | $1.7M |
| Villanova Investment Management Co LLC | 1.48% | Add +10.7% | 40,408 | $1.7M |
| ABLE Financial Group, LLC | 0.45% | Add +19.3% | 37,164 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 36,757 | $1.5M |
| CWA Asset Management Group, LLC | 0.07% | Reduce -2.2% | 35,024 | $1.4M |
| Dark Forest Capital Management LP | 0.21% | Add +534.3% | 34,875 | $1.4M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -8.1% | 34,155 | $1.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 33,558 | $1.4M |
| Texas Yale Capital Corp. | 0.05% | No change | 32,829 | $1.3M |
| Amalgamated Bank | 0.01% | Add +1.0% | 32,614 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | New | 32,261 | $1.3M |
| Palisade Asset Management, LLC | 0.13% | No change | 31,790 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.8% | 31,247 | $1.3M |
| Jump Financial, LLC | 0.03% | Add +363.9% | 31,200 | $1.3M |
| Comerica Bank | 0.01% | Reduce -7.1% | 31,024 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +74.6% | 29,967 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +4.0% | 29,417 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.6% | 28,729 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -1.9% | 28,419 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 28,292 | $1.2M |
| Voleon Capital Management LP | 0.08% | — | 26,944 | $1.1M |
| Vident Advisory, LLC | 0.02% | Reduce -16.4% | 26,635 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.0% | 26,599 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -45.4% | 25,233 | $1.0M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -5.4% | 25,096 | $1.0M |
| Staley Capital Advisers Inc. | 0.04% | Reduce -18.3% | 24,554 | $1.0M |
| Wedge Capital Management L L P | 0.02% | Reduce -11.8% | 23,598 | $970K |
| Mfa Wealth Advisors, LLC | 0.25% | No change | 23,550 | $968K |
| Integrated Quantitative Investments LLC | 0.47% | — | 23,300 | $958K |
| Franklin Resources Inc. | 0.00% | New | 23,283 | $957K |
| Squarepoint Ops LLC | 0.00% | Reduce -14.3% | 22,920 | $942K |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 22,773 | $936K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,686 | $933K |
| Engineers Gate Manager LP | 0.02% | New | 22,403 | $921K |
| Sanctuary Advisors, LLC | 0.01% | Add +78.5% | 23,046 | $916K |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.6% | 22,240 | $914K |
| DGS Capital Management, LLC | 0.23% | Add +7.2% | 22,204 | $913K |
| Inceptionr LLC | 0.20% | Add +204.8% | 22,026 | $905K |
| Handelsbanken Fonder AB | 0.00% | Add +6.9% | 21,653 | $890K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.9% | 21,600 | $888K |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.4% | 21,393 | $879K |
| Envestnet Asset Management Inc. | 0.00% | Add +15.4% | 21,220 | $872K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +40.5% | 20,714 | $852K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +24.2% | 20,666 | $850K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.3% | 20,624 | $848K |
| Creative Planning | 0.00% | Add +14.1% | 20,423 | $840K |
| Inspire Investing, LLC | 0.09% | New | 20,158 | $829K |
| LPL Financial LLC | 0.00% | Add +24.4% | 19,301 | $793K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -45.7% | 19,000 | $781K |
| State of Michigan Retirement System | 0.00% | Reduce -1.1% | 18,476 | $760K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -23.8% | 18,241 | $750K |
| HSBC Holdings PLC | 0.00% | Add +212.3% | 17,806 | $731K |
| Fortis Advisors, LLC | 0.48% | New | 17,675 | $727K |
| Deutsche Bank AG | 0.00% | Add +9.3% | 17,479 | $719K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.8% | 17,317 | $712K |
| New Mexico Educational Retirement Board | 0.02% | No change | 17,300 | $711K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.8% | 17,208 | $707K |
| 1620 Investment Advisors, Inc. | 0.55% | Reduce -0.6% | 17,116 | $704K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 16,396 | $674K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -34.2% | 16,361 | $673K |
| Rodgers Brothers Inc. | 0.09% | Reduce -1.2% | 16,075 | $661K |
| Cornercap Investment Counsel Inc. | 0.21% | No change | 16,008 | $658K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.2% | 15,872 | $652K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.4% | 15,607 | $642K |
| CSS LLC | 0.12% | New | 15,600 | $641K |
| Royal Bank of Canada | 0.00% | Add +98.0% | 15,239 | $627K |
| Vise Technologies, Inc. | 0.05% | Add +0.7% | 14,954 | $615K |
| Capital City Trust Co. | 0.15% | Reduce -5.0% | 14,746 | $606K |
| Cerity Partners LLC | 0.00% | New | 14,865 | $605K |
| Waldron Private Wealth LLC | 0.02% | Add +105.9% | 14,637 | $602K |
| Crestline Management, L.P. | 0.02% | Add +7.1% | 14,622 | $601K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 14,233 | $585K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,015 | $576K |
| Boxwood Ventures, Inc. | 0.72% | No change | 13,124 | $540K |
| First National Trust Co | 0.02% | Add +12.8% | 12,174 | $500K |
| Three Seasons Wealth, LLC | 0.24% | New | 12,159 | $500K |
| EntryPoint Capital, LLC | 0.21% | Add +73.8% | 12,036 | $495K |
| Cetera Investment Advisers | 0.00% | Add +43.9% | 11,787 | $485K |
| Quantbot Technologies LP | 0.02% | Reduce -62.1% | 11,776 | $484K |
| Pacer Advisors, Inc. | 0.00% | Reduce -50.6% | 11,614 | $477K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 11,466 | $471K |
| Meritage Portfolio Management | 0.03% | Add +12.4% | 11,441 | $470K |
| New Age Alpha Advisors, LLC | 0.02% | New | 11,217 | $461K |
| National Bank of Canada | 0.00% | Reduce -0.1% | 10,953 | $450K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 10,844 | $446K |
| Advisors Preferred, LLC | 0.07% | Reduce -30.9% | 10,527 | $430K |
| 111 Capital | 0.09% | — | 10,398 | $427K |
| Nomura Holdings Inc. | 0.00% | New | 10,339 | $425K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +4.8% | 10,324 | $424K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.0% | 10,240 | $421K |
| Prudential Financial Inc. | 0.00% | New | 9,817 | $414K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,053 | $413K |
| US Bancorp \de | 0.00% | No change | 10,052 | $413K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -64.8% | 9,878 | $406K |
| Globeflex Capital L P | 0.03% | New | 9,700 | $399K |
| Mariner, LLC | 0.00% | New | 9,539 | $392K |
| Pathstone Holdings, LLC | 0.00% | Add +3.9% | 9,121 | $375K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -2.8% | 8,886 | $365K |
| Aquatic Capital Management LLC | 0.01% | New | 8,800 | $362K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,648 | $356K |
| Bank of Montreal | 0.00% | Reduce -97.3% | 8,637 | $355K |
| Ieq Capital, LLC | 0.00% | New | 8,576 | $353K |
| Susquehanna International Group, LLP | 0.00% | New | 8,345 | $343K |
| Diversified Trust Co. | 0.01% | Add +2.6% | 8,178 | $336K |
| Entropy Technologies, LP | 0.03% | Add +39.6% | 8,139 | $335K |
| Avantax Planning Partners, Inc. | 0.01% | Add +14.9% | 8,040 | $331K |
| James Investment Research, Inc. | 0.04% | No change | 7,896 | $325K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 7,725 | $317K |
| State of Wisconsin Investment Board | 0.00% | Add +15.9% | 7,694 | $316K |
| Jain Global LLC | 0.01% | — | 7,645 | $314K |
| Federated Hermes, Inc. | 0.00% | Reduce -10.1% | 7,592 | $312K |
| MBM Wealth Consultants, LLC | 0.09% | Add +6.8% | 7,479 | $306K |
| Petrus Trust Company, LTA | 0.03% | New | 7,337 | $302K |
| Cim Investment Management Inc. | 0.09% | No change | 7,142 | $294K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 7,113 | $292K |
| Gabelli Funds LLC | 0.00% | Add +0.6% | 7,044 | $290K |
| CW Advisors, LLC | 0.00% | Reduce -64.2% | 6,907 | $284K |
| Walleye Capital LLC | 0.00% | Add +4.1% | 6,877 | $283K |
| Hohimer Wealth Management, LLC | 0.05% | Add +5.4% | 6,546 | $269K |
| Virtus Investment Advisers, LLC | 0.20% | No change | 6,064 | $249K |
| Teza Capital Management LLC | 0.04% | New | 5,915 | $243K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.8% | 5,890 | $242K |
| Parallel Advisors, LLC | 0.01% | Add +26.5% | 5,847 | $240K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -90.4% | 5,798 | $238K |
| Passumpsic Savings Bank | 0.15% | Add +2.9% | 5,758 | $237K |
| Centiva Capital, LP | 0.01% | Reduce -46.6% | 5,672 | $233K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 5,494 | $226K |
| Xponance LLC | 0.00% | Reduce -0.4% | 5,457 | $224K |
| Trust Investment Advisors | 0.14% | New | 5,359 | $220K |
| State of Wyoming | 0.03% | New | 5,283 | $217K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 5,198 | $214K |
| EP Wealth Advisors, LLC | 0.00% | New | 5,187 | $213K |
| SYM FINANCIAL Corp | 0.03% | New | 5,047 | $207K |
| Hardy Reed LLC | 0.02% | New | 4,990 | $205K |
| Blue Trust, Inc. | 0.00% | Reduce -48.4% | 4,861 | $200K |
| Vision Financial Markets LLC | 0.21% | — | 4,818 | $198K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,300 | $177K |
| Signaturefd, LLC | 0.00% | Add +5.1% | 3,915 | $161K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,693 | $151K |
| KBC Group NV | 0.00% | Add +87.8% | 3,351 | $138K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -22.0% | 3,192 | $131K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,065 | $126K |
| Cwm, LLC | 0.00% | Add +15.3% | 2,909 | $120K |
| TD Private Client Wealth LLC | 0.00% | No change | 2,772 | $114K |
| Jones Financial Companies LLLP | 0.00% | Add +112.4% | 2,646 | $109K |
| Lazard Asset Management LLC | 0.00% | New | 2,190 | $90K |
| C M Bidwell & Associates Ltd. | 0.04% | New | 1,780 | $73K |
| GAMMA Investing LLC | 0.01% | Add +60.9% | 1,707 | $70K |
| Hexagon Capital Partners LLC | 0.01% | Add +5.3% | 1,579 | $65K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.2% | 1,519 | $62K |
| City State Bank | 0.02% | Reduce -16.7% | 1,361 | $56K |
| UMB Bank, n.a. | 0.00% | Add +9.6% | 1,331 | $55K |
| Sound Income Strategies, LLC | 0.00% | New | 1,301 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -38.6% | 1,264 | $52K |
| Virtus Fund Advisers, LLC | 0.15% | Add +3.6% | 1,208 | $50K |
| R Squared Ltd | 0.04% | — | 1,050 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,000 | $41K |
| Quarry LP | 0.01% | New | 902 | $37K |
| Van Eck Associates Corp. | 0.00% | Reduce -6.3% | 842 | $35K |
| S.A. Mason LLC | 0.02% | Add +0.5% | 845 | $35K |
| WealthCollab, LLC | 0.02% | No change | 841 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 615 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.8% | 597 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +58.9% | 564 | $23K |
| Park Square Financial Group, LLC | 0.01% | — | 466 | $19K |
| Fifth Third Bancorp | 0.00% | Add +2.8% | 448 | $18K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 435 | $18K |
| Rise Advisors, LLC | 0.01% | Add +0.8% | 393 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 370 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 335 | $13K |
| Bessemer Group Inc. | 0.00% | Add +61.9% | 285 | $12K |
| Covestor Ltd | 0.01% | Reduce -3.3% | 265 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 257 | $11K |
| Missouri Trust & Investment Co | 0.00% | New | 260 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -54.0% | 249 | $10K |
| Manchester Capital Management LLC | 0.00% | No change | 236 | $10K |
| Contravisory Investment Management, Inc. | 0.00% | New | 225 | $9K |
| MAI Capital Management | 0.00% | New | 223 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 162 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 151 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +28.6% | 144 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 140 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 139 | $6K |
| Eagle Bay Advisors LLC | 0.00% | No change | 138 | $6K |
| Elequin Capital, LP | 0.00% | New | 122 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 117 | $5K |
| Allworth Financial LP | 0.00% | No change | 125 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 103 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 98 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 92 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.3% | 90 | $4K |
| LGT Financial Advisors LLC | 0.01% | No change | 74 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 74 | $3K |
| Hemington Wealth Management | 0.00% | Add +51.9% | 79 | $3K |
| Hilltop National Bank | 0.00% | No change | 50 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 39 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 28 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 15 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -8.3% | 22 | $905 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 20 | $823 |
| First Horizon Advisors, Inc. | 0.00% | No change | 11 | $481 |
| Colonial Trust Co / SC | 0.00% | New | 9 | $370 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 9 | $370 |
| Global Financial Private Client, LLC | 0.00% | New | 7 | $288 |
| Lindbrook Capital, LLC | 0.00% | New | 4 | $164 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $123 |
| IFP Advisors, Inc | 0.00% | New | 2 | $82 |
"% of holder's portfolio" is FHI's weight in each manager's 13F, not the share of Federated Hermes Inc. the manager owns.