Federated HermesFHI
13F holders, Q1 2025 (March 31)321holders −7
52new positions
57sold out
8famous investors
$40.77avg. 13F price*
At the end of Q1 2025, 321 institutions reported holding Federated Hermes Inc. (FHI) in their 13F filings, down 7 from Q4 2024. 52 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($357.2M), BlackRock, Inc. ($261.7M) and FMR LLC ($225.9M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ken Griffin (0.0% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $69.3M |
| Exits | 57 | $67.9M |
All 13F filers, Q4 2024 → Q1 2025: 6,091,448 shares bought and 8,437,002 shares sold, net −2,345,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| Vanguard Group Inc. | 0.01% | Add +3.1% | 8,760,811 | $357.2M |
| BlackRock, Inc. | 0.01% | Reduce -25.0% | 6,417,849 | $261.7M |
| FMR LLC | 0.01% | Reduce -6.4% | 5,539,888 | $225.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +249.7% | 3,199,554 | $130.4M |
| AQR Capital Management | 0.10% | Reduce -3.0% | 2,480,683 | $100.6M |
| Invesco Ltd. | 0.02% | Add +6.2% | 2,367,754 | $96.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.5% | 2,337,941 | $95.3M |
| State Street Corp. | 0.00% | Add +1.9% | 2,000,118 | $81.5M |
| Fuller & Thaler Asset Management, Inc. | 0.30% | Add +0.9% | 1,904,596 | $77.7M |
| Geode Capital Management, LLC | 0.00% | Add +5.6% | 1,353,767 | $55.2M |
| Citadel Advisors | 0.05% | Reduce -16.6% | 1,151,059 | $46.9M |
| LSV Asset Management | 0.11% | Add +27.1% | 1,107,089 | $45.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -21.2% | 1,005,629 | $41.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.5% | 954,351 | $38.9M |
| UBS Group AG | 0.01% | Add +15.3% | 933,141 | $38.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.1% | 884,513 | $36.1M |
| Morgan Stanley | 0.00% | Add +4.6% | 714,024 | $29.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -14.4% | 700,460 | $28.6M |
| Two Sigma Advisers, LP | 0.06% | Reduce -14.6% | 671,800 | $27.4M |
| Sprott Inc. | 1.37% | Add +0.5% | 567,135 | $23.1M |
| Allianz Asset Management GmbH | 0.03% | Add +36.0% | 563,879 | $23.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 551,969 | $22.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.4% | 507,770 | $20.7M |
| Millennium Management | 0.02% | Reduce -5.3% | 497,404 | $20.3M |
| Two Sigma Investments, LP | 0.04% | Reduce -33.2% | 443,797 | $18.1M |
| HighTower Advisors, LLC | 0.02% | Add +0.5% | 439,253 | $17.9M |
| Bank of America Corp. | 0.00% | Add +26.7% | 433,102 | $17.7M |
| Interval Partners, LP | 0.59% | Add +136.2% | 409,975 | $16.7M |
| Foundation Resource Management Inc. | 2.58% | Reduce -3.3% | 401,678 | $16.4M |
| Royce & Associates LP | 0.17% | Add +1.4% | 395,895 | $16.1M |
| Empowered Funds, LLC | 0.20% | New | 344,559 | $14.0M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Reduce -5.3% | 343,763 | $14.0M |
| Algert Global LLC | 0.33% | Reduce -11.1% | 331,831 | $13.5M |
| Cambria Investment Management, L.P. | 0.89% | Reduce -9.2% | 313,446 | $12.8M |
| Invenomic Capital Management LP | 0.59% | New | 286,885 | $11.7M |
| Jacobs Levy Equity Management, Inc. | 0.04% | New | 274,920 | $11.2M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -25.0% | 273,706 | $11.2M |
| First Trust Advisors LP | 0.01% | Add +2.0% | 262,023 | $10.7M |
| Schroder Investment Management Group | 0.01% | Reduce -4.0% | 256,225 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.6% | 239,613 | $9.8M |
| Acadian Asset Management LLC | 0.03% | Reduce -60.5% | 236,853 | $9.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +23.0% | 234,354 | $9.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.1% | 233,218 | $9.5M |
| Man Group plc | 0.03% | Add +6.0% | 230,748 | $9.4M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -67.4% | 217,063 | $8.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +0.8% | 200,058 | $8.2M |
| Hourglass Capital, LLC | 2.01% | Add +2.3% | 188,675 | $7.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +32.6% | 187,633 | $7.6M |
| AXA S.A. | 0.03% | Add +10.0% | 187,630 | $7.6M |
| Continental Advisors LLC | 5.38% | No change | 177,859 | $7.3M |
| Country Club Bank | 0.49% | Add +0.2% | 177,749 | $7.2M |
| Principal Financial Group Inc. | 0.00% | Add +0.5% | 175,445 | $7.2M |
| Teacher Retirement System of Texas | 0.03% | Reduce -39.0% | 161,512 | $6.6M |
| Factorial Partners, LLC | 4.03% | No change | 160,239 | $6.5M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -3.7% | 160,199 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Add +11.3% | 155,829 | $6.4M |
| Vestcor Inc | 0.21% | Reduce -3.8% | 151,970 | $6.2M |
| Swiss National Bank | 0.00% | Reduce -2.4% | 150,617 | $6.1M |
| Alps Advisors Inc. | 0.03% | Add +7.8% | 137,354 | $5.6M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 136,162 | $5.6M |
| ExodusPoint Capital Management, LP | 0.07% | Reduce -55.9% | 135,958 | $5.5M |
| Legal & General Group Plc | 0.00% | Add +5.3% | 129,173 | $5.3M |
| Cadence Bank | 0.36% | Add +1.8% | 125,237 | $5.1M |
| Cibc World Market Inc. | 0.01% | New | 124,587 | $5.1M |
| Verition Fund Management LLC | 0.03% | Add +311.8% | 123,393 | $5.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +6.4% | 120,223 | $4.9M |
| Burney Co./ | 0.18% | New | 119,658 | $4.9M |
| Bridgewater Associates | 0.02% | Add +5.0% | 118,005 | $4.8M |
| Alpha Omega Wealth Management LLC | 0.86% | Reduce -5.1% | 110,730 | $4.5M |
| Keeley-Teton Advisors, LLC | 0.55% | Reduce -2.8% | 110,694 | $4.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -13.1% | 109,953 | $4.5M |
| Retirement Systems of Alabama | 0.01% | Add +0.1% | 94,837 | $3.9M |
| GAMCO Investors | 0.04% | Add +0.3% | 92,400 | $3.8M |
| LPL Financial LLC | 0.00% | Add +373.9% | 91,474 | $3.7M |
| Panagora Asset Management Inc. | 0.02% | Add +1.0% | 90,635 | $3.7M |
| Schneider Downs Wealth Management Advisors, LP | 0.66% | Add +12.6% | 89,504 | $3.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +11.4% | 88,688 | $3.6M |
| Squarepoint Ops LLC | 0.01% | Add +282.6% | 87,683 | $3.6M |
| Corebridge Financial, Inc. | 0.02% | Reduce -2.4% | 85,539 | $3.5M |
| GMO | 0.01% | Reduce -23.6% | 84,168 | $3.4M |
| Renaissance Technologies | 0.01% | Reduce -82.4% | 83,800 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +296.6% | 82,155 | $3.3M |
| Inlet Private Wealth, LLC | 0.80% | Reduce -4.5% | 75,150 | $3.1M |
| Nebula Research & Development LLC | 0.28% | Add +45.7% | 74,906 | $3.1M |
| Kendall Capital Management | 0.84% | Add +6.0% | 69,850 | $2.8M |
| Paralel Advisors LLC | 0.12% | No change | 69,508 | $2.8M |
| Murphy Pohlad Asset Management LLC | 1.20% | Reduce -15.6% | 69,496 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -39.4% | 67,850 | $2.8M |
| SummitTX Capital, L.P. | 0.12% | — | 67,800 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -50.7% | 67,779 | $2.8M |
| California State Teachers Retirement System | 0.00% | No change | 67,608 | $2.8M |
| Caisse de depot et placement du Quebec | 0.01% | New | 64,800 | $2.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | New | 64,640 | $2.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | New | 63,497 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.0% | 61,377 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +9.7% | 59,127 | $2.4M |
| Barclays PLC | 0.00% | Reduce -77.3% | 56,128 | $2.3M |
| Jefferies Financial Group Inc. | 0.04% | New | 53,600 | $2.2M |
| Congress Asset Management Co. | 0.02% | Reduce -0.6% | 51,282 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -9.1% | 51,189 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 50,864 | $2.1M |
| Trexquant Investment LP | 0.02% | Reduce -78.3% | 48,708 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 47,750 | $1.9M |
| S&T Bank | 0.64% | Reduce -1.5% | 47,674 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | New | 45,695 | $1.9M |
| Taylor Frigon Capital Management LLC | 1.07% | Add +0.1% | 43,969 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | No change | 42,300 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 41,866 | $1.7M |
| Dark Forest Capital Management LP | 0.08% | Add +15.6% | 40,314 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.6% | 40,102 | $1.6M |
| ABLE Financial Group, LLC | 0.46% | Add +7.3% | 39,860 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -76.0% | 38,176 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -22.0% | 36,553 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 36,458 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +104.5% | 36,416 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -34.9% | 36,068 | $1.5M |
| Versor Investments LP | 0.24% | New | 35,900 | $1.5M |
| Dean Investment Associates, LLC | 0.21% | Reduce -65.8% | 35,596 | $1.5M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -0.6% | 33,937 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +57.4% | 33,675 | $1.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 33,558 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -59.5% | 33,140 | $1.4M |
| Texas Yale Capital Corp. | 0.06% | No change | 32,829 | $1.3M |
| American Century Companies Inc. | 0.00% | Reduce -66.5% | 32,632 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.8% | 32,447 | $1.3M |
| DGS Capital Management, LLC | 0.35% | Add +46.1% | 32,445 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -1.6% | 32,092 | $1.3M |
| Palisade Asset Management, LLC | 0.13% | No change | 31,790 | $1.3M |
| Ritholtz Wealth Management | 0.04% | New | 31,459 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -44.1% | 31,082 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +5.5% | 31,024 | $1.3M |
| Comerica Bank | 0.01% | Reduce -2.4% | 30,268 | $1.2M |
| CWA Asset Management Group, LLC | 0.06% | Reduce -14.8% | 29,858 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 28,886 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 28,419 | $1.2M |
| Wedge Capital Management L L P | 0.02% | Add +20.1% | 28,332 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 28,292 | $1.2M |
| Radnor Capital Management, LLC | 0.19% | Reduce -35.1% | 27,780 | $1.1M |
| Vident Advisory, LLC | 0.02% | Add +3.3% | 27,514 | $1.1M |
| Villanova Investment Management Co LLC | 1.10% | Reduce -76.8% | 9,369 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.2% | 25,740 | $1.0M |
| CSS LLC | 0.21% | Add +64.9% | 25,730 | $1.0M |
| Dean Capital Management | 0.45% | Reduce -64.1% | 25,120 | $1.0M |
| Deutsche Bank AG | 0.00% | Add +38.5% | 24,213 | $987K |
| Mfa Wealth Advisors, LLC | 0.24% | No change | 23,550 | $960K |
| Meritage Portfolio Management | 0.06% | Add +100.7% | 22,964 | $936K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -8.9% | 22,862 | $932K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,686 | $925K |
| Franklin Resources Inc. | 0.00% | Reduce -2.9% | 22,603 | $922K |
| Arizona State Retirement System | 0.01% | Reduce -2.1% | 22,292 | $909K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 22,057 | $899K |
| Creative Planning | 0.00% | Add +7.6% | 21,981 | $896K |
| Louisiana State Employees Retirement System | 0.02% | Add +0.9% | 21,800 | $889K |
| Handelsbanken Fonder AB | 0.00% | No change | 21,653 | $883K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.0% | 21,647 | $883K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.1% | 20,697 | $844K |
| Aster Capital Management (DIFC) Ltd | 0.15% | New | 21,430 | $830K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -8.7% | 20,316 | $828K |
| Cerity Partners LLC | 0.00% | Add +31.3% | 19,524 | $796K |
| Brevan Howard Capital Management LP | 0.02% | Add +89.9% | 18,755 | $765K |
| State of Michigan Retirement System | 0.00% | Add +1.1% | 18,676 | $761K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +8.2% | 18,626 | $759K |
| Quadrature Capital Ltd | 0.02% | New | 18,451 | $752K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +214.9% | 18,258 | $744K |
| Elo Mutual Pension Insurance Co | 0.02% | Add +63.1% | 17,687 | $721K |
| Fortis Advisors, LLC | 0.47% | No change | 17,675 | $721K |
| 1620 Investment Advisors, Inc. | 0.56% | Add +2.2% | 17,491 | $713K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 17,325 | $706K |
| New Mexico Educational Retirement Board | 0.03% | No change | 17,300 | $705K |
| Staley Capital Advisers Inc. | 0.03% | Reduce -30.5% | 17,054 | $695K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.9% | 16,713 | $681K |
| Capital Fund Management S.A. | 0.01% | New | 16,566 | $675K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 15,872 | $647K |
| Legato Capital Management LLC | 0.09% | Reduce -64.1% | 15,820 | $645K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 15,607 | $636K |
| Rodgers Brothers Inc. | 0.08% | Reduce -3.1% | 15,575 | $635K |
| Los Angeles Capital Management LLC | 0.00% | New | 14,211 | $579K |
| Bayforest Capital Ltd | 0.24% | New | 13,252 | $540K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -30.1% | 12,743 | $520K |
| Capital City Trust Co. | 0.13% | Reduce -18.9% | 11,957 | $487K |
| Pacer Advisors, Inc. | 0.00% | Add +2.5% | 11,900 | $485K |
| Royal Bank of Canada | 0.00% | Reduce -23.8% | 11,620 | $474K |
| Boxwood Ventures, Inc. | 0.68% | Reduce -11.5% | 11,613 | $473K |
| Prudential Financial Inc. | 0.00% | Add +14.1% | 11,197 | $472K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.1% | 10,971 | $447K |
| National Bank of Canada | 0.00% | Reduce -0.7% | 10,872 | $443K |
| First National Trust Co | 0.02% | Reduce -11.4% | 10,789 | $440K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -9.4% | 10,386 | $423K |
| Engineers Gate Manager LP | 0.01% | Reduce -53.6% | 10,386 | $423K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 10,240 | $417K |
| US Bancorp \de | 0.00% | Add +1.4% | 10,194 | $416K |
| SG Americas Securities, LLC | 0.00% | New | 9,832 | $401K |
| Globeflex Capital L P | 0.04% | No change | 9,700 | $395K |
| Gsa Capital Partners LLP | 0.03% | New | 9,404 | $383K |
| State of Alaska, Department of Revenue | 0.00% | Add +2.8% | 9,131 | $372K |
| RHS Financial, LLC | 0.20% | New | 8,898 | $363K |
| Diversified Trust Co. | 0.01% | Add +7.7% | 8,807 | $359K |
| Bank of Montreal | 0.00% | Add +1.4% | 8,758 | $357K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,648 | $353K |
| MBM Wealth Consultants, LLC | 0.10% | Add +15.0% | 8,603 | $351K |
| Caprock Group, LLC | 0.01% | New | 8,174 | $333K |
| Parallel Advisors, LLC | 0.01% | Add +38.3% | 8,087 | $330K |
| Cetera Investment Advisers | 0.00% | Reduce -31.6% | 8,062 | $329K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -57.9% | 8,000 | $326K |
| James Investment Research, Inc. | 0.04% | No change | 7,896 | $322K |
| State of Wisconsin Investment Board | 0.00% | Add +2.3% | 7,873 | $321K |
| Federated Hermes, Inc. | 0.00% | No change | 7,592 | $310K |
| Ieq Capital, LLC | 0.00% | Reduce -12.8% | 7,478 | $305K |
| Virtus Advisers, LLC | 0.20% | New | 7,433 | $303K |
| Petrus Trust Company, LTA | 0.03% | No change | 7,337 | $299K |
| CW Advisors, LLC | 0.00% | Add +3.8% | 7,168 | $292K |
| State of Wyoming | 0.04% | Add +34.3% | 7,094 | $289K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -12.9% | 7,000 | $285K |
| Cim Investment Management Inc. | 0.07% | Reduce -2.3% | 6,976 | $284K |
| Hohimer Wealth Management, LLC | 0.05% | Add +3.8% | 6,795 | $277K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | New | 6,500 | $265K |
| Pathstone Holdings, LLC | 0.00% | Reduce -28.9% | 6,481 | $264K |
| EP Wealth Advisors, LLC | 0.00% | Add +20.9% | 6,271 | $256K |
| NDVR, Inc. | 0.25% | New | 5,976 | $244K |
| Securian Asset Management, Inc. | 0.01% | No change | 5,890 | $240K |
| XTX Topco Ltd | 0.01% | New | 5,837 | $238K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +28.6% | 5,531 | $225K |
| Gallacher Capital Management LLC | 0.11% | New | 5,523 | $225K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 5,494 | $224K |
| Lindbrook Capital, LLC | 0.02% | Add +136875.0% | 5,479 | $223K |
| United Services Automobile Association | 0.01% | New | 5,395 | $220K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 5,323 | $217K |
| Blue Trust, Inc. | 0.00% | Add +9.3% | 5,314 | $217K |
| Xponance LLC | 0.00% | Reduce -3.1% | 5,287 | $216K |
| SYM FINANCIAL Corp | 0.03% | Add +4.1% | 5,256 | $214K |
| Mackenzie Financial Corp. | 0.00% | New | 5,249 | $214K |
| Prelude Capital Management, LLC | 0.02% | New | 5,192 | $212K |
| Insigneo Advisory Services, LLC | 0.02% | New | 5,146 | $210K |
| Abacus Planning Group, Inc. | 0.04% | New | 5,108 | $208K |
| Mariner, LLC | 0.00% | Reduce -46.9% | 5,061 | $206K |
| Hardy Reed LLC | 0.02% | No change | 4,990 | $203K |
| Vision Financial Markets LLC | 0.21% | No change | 4,818 | $196K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -60.9% | 4,388 | $179K |
| Signaturefd, LLC | 0.00% | Add +11.2% | 4,354 | $178K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -60.0% | 4,135 | $169K |
| Cwm, LLC | 0.00% | Add +21.0% | 3,521 | $144K |
| KBC Group NV | 0.00% | Add +2.1% | 3,423 | $140K |
| TD Private Client Wealth LLC | 0.00% | Add +20.3% | 3,334 | $136K |
| Cape Investment Advisory, Inc. | 0.05% | Add +0.4% | 3,205 | $131K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,065 | $125K |
| Asset Management One Co., Ltd. | 0.00% | New | 2,951 | $120K |
| Jones Financial Companies LLLP | 0.00% | Add +11.2% | 2,943 | $120K |
| UMB Bank, n.a. | 0.00% | Add +55.1% | 2,065 | $84K |
| Lazard Asset Management LLC | 0.00% | Reduce -8.9% | 1,996 | $81K |
| GAMMA Investing LLC | 0.01% | Add +10.3% | 1,882 | $77K |
| C M Bidwell & Associates Ltd. | 0.04% | Reduce -2.8% | 1,730 | $71K |
| Hexagon Capital Partners LLC | 0.01% | Add +5.4% | 1,664 | $68K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.7% | 1,551 | $63K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,451 | $59K |
| City State Bank | 0.02% | Reduce -6.0% | 1,280 | $52K |
| Kestra Investment Management, LLC | 0.00% | New | 1,250 | $51K |
| Van Eck Associates Corp. | 0.00% | Add +42.6% | 1,201 | $49K |
| Simplex Trading, LLC | 0.00% | New | 1,118 | $45K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.9% | 1,064 | $43K |
| WealthCollab, LLC | 0.03% | Add +18.8% | 999 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.8% | 952 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +57.5% | 888 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Add +246.6% | 863 | $35K |
| S.A. Mason LLC | 0.02% | Add +0.6% | 850 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.4% | 617 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 615 | $25K |
| Fifth Third Bancorp | 0.00% | Add +23.7% | 554 | $23K |
| Wayfinding Financial, LLC | 0.01% | New | 533 | $21K |
| Park Square Financial Group, LLC | 0.02% | No change | 466 | $19K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 435 | $18K |
| AlphaQuest LLC | 0.00% | Reduce -99.3% | 414 | $17K |
| N.E.W. Advisory Services LLC | 0.00% | New | 400 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 370 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 335 | $12K |
| Covestor Ltd | 0.01% | Add +2.6% | 272 | $11K |
| Lanark Financial, Inc. | 0.00% | — | 285 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +4.7% | 269 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +76.2% | 266 | $11K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 265 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 260 | $11K |
| Park Place Capital Corp | 0.00% | New | 250 | $10K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 225 | $9K |
| MAI Capital Management | 0.00% | Reduce -12.6% | 195 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 162 | $7K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -98.2% | 141 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -45.6% | 155 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 144 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 140 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 139 | $6K |
| Allworth Financial LP | 0.00% | Add +17.6% | 147 | $6K |
| Hemington Wealth Management | 0.00% | Add +60.8% | 127 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 117 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 103 | $4K |
| Costello Asset Management, INC | 0.00% | New | 100 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $4K |
| Danske Bank A/S | 0.00% | Reduce -99.8% | 100 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 98 | $4K |
| SBI Securities Co., Ltd. | 0.00% | No change | 92 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.1% | 89 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 74 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +53.9% | 60 | $2K |
| Brooklyn Investment Group | 0.00% | New | 50 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 26 | $1K |
| Amundi | 0.00% | New | 24 | $947 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +10.0% | 22 | $897 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 21 | $856 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -13.6% | 19 | $775 |
| Hughes Financial Services, LLC | 0.00% | New | 13 | $532 |
| First Horizon Advisors, Inc. | 0.00% | No change | 11 | $481 |
| Huntington National Bank | 0.00% | New | 9 | $367 |
| Clearstead Advisors, LLC | 0.00% | New | 9 | $367 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 9 | $367 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 6 | $245 |
| HFM Investment Advisors, LLC | 0.00% | — | 6 | $245 |
| Garde Capital, Inc. | 0.00% | New | 5 | $204 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 4 | $163 |
| Greenline Partners, LLC | 0.00% | New | 4 | $163 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $122 |
| Rise Advisors, LLC | 0.00% | Reduce -99.2% | 3 | $102 |
| IFP Advisors, Inc | 0.00% | No change | 2 | $82 |
| True Wealth Design, LLC | 0.00% | New | 1 | $41 |
"% of holder's portfolio" is FHI's weight in each manager's 13F, not the share of Federated Hermes Inc. the manager owns.