Federated HermesFHI

13F holders, Q2 2025 (June 30)
363holders +42
73new positions
32sold out
9famous investors
$44.32avg. 13F price*

At the end of Q2 2025, 363 institutions reported holding Federated Hermes Inc. (FHI) in their 13F filings, up 42 from Q1 2025. 73 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($377.0M), BlackRock, Inc. ($253.1M) and FMR LLC ($245.4M). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions73$56.3M
Exits32$22.1M

All 13F filers, Q1 2025 → Q2 2025: 8,010,427 shares bought and 4,914,094 shares sold, net +3,096,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 363 holders

Vanguard Group Inc. 0.01% Reduce -2.9% 8,507,402 $377.0M
BlackRock, Inc. 0.00% Reduce -11.0% 5,711,368 $253.1M
FMR LLC 0.01% Reduce -0.0% 5,537,452 $245.4M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.5% 3,088,309 $136.9M
AQR Capital Management 0.11% Add +20.1% 2,978,885 $132.0M
Fuller & Thaler Asset Management, Inc. 0.46% Add +48.0% 2,817,805 $124.9M
Dimensional Fund Advisors LP 0.02% Reduce -1.0% 2,314,176 $102.6M
Invesco Ltd. 0.02% Reduce -4.2% 2,269,265 $100.6M
LSV Asset Management 0.20% Add +77.6% 1,966,142 $87.1M
State Street Corp. 0.00% Reduce -5.3% 1,893,710 $83.9M
Geode Capital Management, LLC 0.00% Add +0.2% 1,356,294 $60.1M
UBS Group AG 0.01% Add +44.7% 1,350,195 $59.8M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 989,954 $43.9M
Millennium Management 0.04% Add +89.9% 944,618 $41.9M
Arrowstreet Capital, Limited Partnership 0.03% Add +21.7% 852,594 $37.8M
Allianz Asset Management GmbH 0.05% Add +49.1% 840,996 $37.3M
Alliancebernstein L.P. 0.01% Reduce -12.3% 837,278 $37.1M
Morgan Stanley 0.00% Add +9.2% 779,867 $34.6M
Two Sigma Investments, LP 0.05% Add +45.1% 644,059 $28.5M
Goldman Sachs Group Inc. 0.00% Reduce -30.1% 618,024 $27.4M
Two Sigma Advisers, LP 0.06% Reduce -9.3% 609,400 $27.0M
Qube Research & Technologies Ltd 0.04% Add +405.3% 607,504 $26.9M
Bank of America Corp. 0.00% Add +38.3% 598,834 $26.5M
Ameriprise Financial Inc. 0.01% Add +267.5% 572,738 $25.4M
Sprott Inc. 1.21% Reduce -4.0% 544,175 $24.1M
Northern Trust Corp. 0.00% Reduce -8.0% 508,097 $22.5M
Commonwealth Equity Services, LLC 0.03% Reduce -2.6% 494,646 $21.9M
Citadel Advisors 0.02% Reduce -60.1% 458,742 $20.3M
HighTower Advisors, LLC 0.02% Reduce -0.8% 435,821 $19.3M
Voloridge Investment Management, LLC 0.07% Add +52.4% 417,166 $18.5M
Royce & Associates LP 0.18% Add +0.9% 399,557 $17.7M
Foundation Resource Management Inc. 2.73% Reduce -0.8% 398,513 $17.7M
Renaissance Technologies 0.02% Add +338.8% 367,700 $16.3M
Man Group plc 0.04% Add +57.6% 363,623 $16.1M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -10.7% 307,097 $13.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +25.4% 300,539 $13.3M
Invenomic Capital Management LP 0.74% Add +2.9% 295,097 $13.1M
Cambria Investment Management, L.P. 0.81% Reduce -12.9% 272,885 $12.1M
JPMorgan Chase & Co. 0.00% Add +12.3% 261,793 $11.6M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -7.3% 254,755 $11.3M
Schroder Investment Management Group 0.01% Reduce -0.7% 254,359 $11.3M
ExodusPoint Capital Management, LP 0.13% Add +72.3% 234,295 $10.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +11.7% 209,583 $9.3M
AXA S.A. 0.03% Add +8.1% 202,735 $9.0M
Interval Partners, LP 0.20% Reduce -50.8% 201,693 $8.9M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -0.8% 198,431 $8.8M
Vestcor Inc 0.26% Add +29.6% 196,937 $8.7M
Continental Advisors LLC 5.64% No change 177,859 $7.9M
Principal Financial Group Inc. 0.00% Reduce -4.3% 167,939 $7.4M
Verition Fund Management LLC 0.04% Add +34.7% 166,164 $7.4M
Bridgewater Associates 0.03% Add +35.0% 159,371 $7.1M
Factorial Partners, LLC 5.11% Reduce -0.6% 159,239 $7.1M
Brandywine Global Investment Management, LLC 0.05% Reduce -3.8% 154,199 $6.8M
Teacher Retirement System of Texas 0.03% Reduce -5.9% 151,941 $6.7M
First Trust Advisors LP 0.01% Reduce -42.6% 150,421 $6.7M
Jane Street Group, LLC 0.01% Add +382.5% 149,963 $6.6M
Swiss National Bank 0.00% Reduce -2.3% 147,117 $6.5M
Country Club Bank 0.41% Reduce -17.6% 146,531 $6.5M
Hourglass Capital, LLC 1.53% Reduce -25.8% 140,075 $6.2M
HRT Financial LP 0.03% New 138,234 $6.1M
Alps Advisors Inc. 0.03% Reduce -0.7% 136,382 $6.0M
Rhumbline Advisers 0.01% Reduce -1.1% 134,702 $6.0M
Tudor Investment Corporation 0.04% New 132,367 $5.9M
Legal & General Group Plc 0.00% Add +2.1% 131,888 $5.8M
Cadence Bank 0.37% Add +2.2% 127,986 $5.7M
Thrivent Financial for Lutherans 0.01% Reduce -47.7% 122,528 $5.4M
Burney Co./ 0.18% Add +1.0% 120,879 $5.4M
Cibc World Market Inc. 0.01% Reduce -7.2% 115,599 $5.1M
O'shaughnessy Asset Management, LLC 0.03% Add +38.1% 113,470 $5.0M
Alpha Omega Wealth Management LLC 0.87% Reduce -0.8% 109,854 $4.9M
New York State Teachers Retirement System 0.01% Reduce -0.5% 109,387 $4.8M
LPL Financial LLC 0.00% Add +14.8% 105,042 $4.7M
GAMCO Investors 0.05% Add +13.2% 104,572 $4.6M
Gabelli Funds LLC 0.03% New 96,493 $4.3M
Retirement Systems of Alabama 0.01% Reduce -2.8% 92,227 $4.1M
Brevan Howard Capital Management LP 0.05% Add +391.5% 92,186 $4.1M
Panagora Asset Management Inc. 0.02% Add +0.5% 91,108 $4.0M
Assenagon Asset Management S.A. 0.01% Reduce -58.2% 90,668 $4.0M
Nebula Research & Development LLC 0.34% Add +18.6% 88,828 $3.9M
Russell Investments Group, Ltd. 0.00% Reduce -2.0% 86,896 $3.9M
Royal Bank of Canada 0.00% Add +645.2% 86,593 $3.8M
Magnetar Financial LLC 0.02% New 81,786 $3.6M
Schneider Downs Wealth Management Advisors, LP 0.53% Reduce -10.8% 79,821 $3.5M
Algert Global LLC 0.07% Reduce -76.9% 76,612 $3.4M
Robeco Institutional Asset Management B.V. 0.01% Add +16.1% 75,050 $3.3M
Corient Private Wealth LP 0.00% Add +22.3% 72,312 $3.2M
XTX Topco Ltd 0.13% Add +1117.6% 71,069 $3.1M
Congress Asset Management Co. 0.02% Add +35.8% 69,616 $3.1M
Kendall Capital Management 0.81% Reduce -1.1% 69,100 $3.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +8.1% 68,662 $3.0M
Murphy Pohlad Asset Management LLC 1.27% Reduce -2.6% 67,696 $3.0M
California State Teachers Retirement System 0.00% No change 67,608 $3.0M
Inlet Private Wealth, LLC 0.72% Reduce -12.4% 65,850 $2.9M
BNP Paribas Financial Markets 0.00% Add +84.1% 61,986 $2.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% New 57,300 $2.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.3% 56,906 $2.5M
Raymond James Financial Inc. 0.00% Add +71.6% 56,868 $2.5M
Ritholtz Wealth Management 0.06% Add +78.7% 56,209 $2.5M
Seizert Capital Partners, LLC 0.11% New 56,065 $2.5M
Lazard Asset Management LLC 0.00% Add +2689.9% 55,687 $2.5M
Jefferies Financial Group Inc. 0.04% No change 53,600 $2.4M
Empowered Funds, LLC 0.03% Reduce -84.5% 53,243 $2.4M
Jump Financial, LLC 0.03% New 52,409 $2.3M
Barclays PLC 0.00% Reduce -9.3% 50,895 $2.3M
HSBC Holdings PLC 0.00% Add +31.5% 47,884 $2.1M
Acadian Asset Management LLC 0.00% Reduce -79.9% 47,589 $2.1M
Truist Financial Corp. 0.00% Reduce -2.3% 46,640 $2.1M
DGS Capital Management, LLC 0.41% Add +39.5% 45,262 $2.0M
Ontario Teachers Pension Plan Board 0.04% Add +33.3% 45,234 $2.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -12.5% 44,772 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -13.0% 44,254 $2.0M
KLP Kapitalforvaltning As 0.01% Add +2.8% 43,500 $1.9M
ABLE Financial Group, LLC 0.46% Add +7.5% 42,848 $1.9M
S&T Bank 0.58% Reduce -10.4% 42,695 $1.9M
Taylor Frigon Capital Management LLC 1.00% Reduce -3.0% 42,657 $1.9M
Capital Fund Management S.A. 0.02% Add +143.6% 40,352 $1.8M
State of Tennessee, Department of Treasury 0.01% Add +18.3% 39,688 $1.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 39,608 $1.8M
Engineers Gate Manager LP 0.02% Add +281.0% 39,566 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -6.0% 39,374 $1.7M
Convergence Investment Partners, LLC 0.44% New 39,127 $1.7M
GMO 0.01% Reduce -53.5% 39,118 $1.7M
AlphaQuest LLC 0.17% Add +9346.1% 39,107 $1.7M
Mutual of America Capital Management LLC 0.02% Reduce -6.4% 37,526 $1.7M
Horizon Investments, LLC 0.03% New 37,768 $1.7M
Versor Investments LP 0.28% Add +0.1% 35,920 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -3.1% 35,342 $1.6M
American Century Companies Inc. 0.00% Add +1.9% 33,246 $1.5M
Citigroup Inc. 0.00% Reduce -9.2% 33,174 $1.5M
Dean Investment Associates, LLC 0.21% Reduce -7.6% 32,893 $1.5M
Texas Yale Capital Corp. 0.05% No change 32,829 $1.5M
Sei Investments Co. 0.00% Reduce -52.0% 32,542 $1.4M
Danske Bank A/S 0.00% Add +32347.0% 32,447 $1.4M
T. Rowe Price Associates Inc. 0.00% Reduce -1.4% 32,010 $1.4M
Janus Henderson Group PLC 0.00% Reduce -11.6% 31,868 $1.4M
Cerity Partners LLC 0.00% Add +62.5% 31,737 $1.4M
Victory Capital Management Inc. 0.00% Reduce -18.7% 31,053 $1.4M
Elo Mutual Pension Insurance Co 0.03% Add +74.8% 30,925 $1.4M
Picton Mahoney Asset Management 0.02% New 30,830 $1.4M
Palisade Asset Management, LLC 0.14% Reduce -3.1% 30,790 $1.4M
Marshall Wace, LLP 0.00% New 30,756 $1.4M
Baird Financial Group, Inc. 0.00% Reduce -1.2% 30,654 $1.4M
Amalgamated Bank 0.01% Reduce -4.8% 30,567 $1.4M
CWA Asset Management Group, LLC 0.06% No change 29,858 $1.3M
Comerica Bank 0.01% Reduce -2.5% 29,515 $1.3M
Mackenzie Financial Corp. 0.00% Add +458.6% 29,322 $1.3M
Radnor Capital Management, LLC 0.21% Add +4.9% 29,145 $1.3M
Wells Fargo & Company 0.00% Add +0.8% 29,116 $1.3M
Franklin Resources Inc. 0.00% Add +28.3% 28,998 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 28,419 $1.3M
Wedge Capital Management L L P 0.02% Add +0.3% 28,404 $1.3M
Envestnet Asset Management Inc. 0.00% Add +28.3% 28,304 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 28,292 $1.3M
D. E. Shaw & Co. 0.00% Reduce -59.9% 27,200 $1.2M
Squarepoint Ops LLC 0.00% Reduce -69.2% 27,010 $1.2M
Dean Capital Management 0.48% Add +5.4% 26,485 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +22.1% 26,421 $1.2M
Mfa Wealth Advisors, LLC 0.27% Add +10.2% 25,950 $1.2M
Quantbot Technologies LP 0.03% New 25,551 $1.1M
CSS LLC 0.21% Reduce -1.1% 25,440 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -4.7% 24,532 $1.1M
Meritage Portfolio Management 0.07% Add +4.4% 23,972 $1.1M
Deutsche Bank AG 0.00% Reduce -1.2% 23,923 $1.1M
Marshall Financial Group, LLC 0.20% New 22,200 $1.0M
Ensign Peak Advisors, Inc 0.00% No change 22,686 $1.0M
Arizona State Retirement System 0.01% Add +0.8% 22,474 $996K
Integrated Quantitative Investments LLC 0.28% New 21,866 $969K
SG Americas Securities, LLC 0.00% Add +119.8% 21,613 $958K
Handelsbanken Fonder AB 0.00% Reduce -1.4% 21,353 $946K
Creative Planning 0.00% Reduce -2.9% 21,339 $946K
Louisiana State Employees Retirement System 0.02% Reduce -2.8% 21,200 $940K
Graham Capital Management, L.P. 0.03% New 20,922 $927K
Jupiter Asset Management Ltd. 0.01% New 20,868 $925K
Exchange Traded Concepts, LLC 0.01% Add +1.9% 20,712 $918K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +0.1% 20,712 $918K
Novem Group 0.12% New 20,480 $908K
Inspire Investing, LLC 0.10% New 20,202 $895K
CW Advisors, LLC 0.01% Add +177.8% 19,912 $882K
Vident Advisory, LLC 0.01% Reduce -27.6% 19,911 $882K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +4.1% 19,387 $859K
Cetera Investment Advisers 0.00% Add +139.8% 19,337 $857K
Horizon Kinetics Asset Management LLC 0.01% Reduce -17.5% 18,854 $836K
Campbell & CO Investment Adviser LLC 0.05% New 18,777 $832K
State of Michigan Retirement System 0.00% Reduce -2.7% 18,176 $806K
1620 Investment Advisors, Inc. 0.57% Add +1.4% 17,730 $786K
Fortis Advisors, LLC 0.50% No change 17,675 $783K
New Mexico Educational Retirement Board 0.03% No change 17,300 $767K
Readystate Asset Management LP 0.06% New 17,242 $764K
Sequoia Financial Advisors, LLC 0.01% New 16,877 $748K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.8% 16,847 $747K
Osaic Holdings, Inc. 0.00% Add +1480.5% 16,817 $745K
Los Angeles Capital Management LLC 0.00% Add +17.4% 16,691 $740K
Legato Capital Management LLC 0.09% Add +4.8% 16,583 $735K
Nisa Investment Advisors, LLC 0.00% Reduce -2.2% 16,348 $725K
Vise Technologies, Inc. 0.03% — 16,269 $721K
Rodgers Brothers Inc. 0.09% No change 15,575 $690K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.5% 15,472 $686K
Neuberger Berman Group LLC 0.00% New 15,096 $669K
Ameritas Investment Partners, Inc. 0.02% Reduce -6.1% 14,651 $649K
Fox Run Management, L.L.C. 0.11% New 14,550 $645K
&partners 0.00% New 14,373 $637K
Diversify Advisory Services, LLC 0.02% New 11,827 $617K
Cim Investment Management Inc. 0.11% Add +100.8% 14,004 $598K
iSAM Funds (UK) Ltd 0.13% New 13,251 $587K
Susquehanna International Group, LLP 0.00% New 12,294 $545K
Staley Capital Advisers Inc. 0.02% Reduce -29.3% 12,054 $534K
Capital City Trust Co. 0.14% No change 11,957 $530K
Boxwood Ventures, Inc. 0.67% No change 11,613 $515K
Prudential Financial Inc. 0.00% Add +4.9% 11,744 $497K
Pictet Asset Management Holding SA 0.00% Add +1.2% 11,104 $492K
TD Asset Management Inc 0.00% New 10,800 $479K
First National Trust Co 0.02% Reduce -1.4% 10,639 $472K
Parallel Advisors, LLC 0.01% Add +30.6% 10,564 $468K
National Bank of Canada 0.00% Reduce -3.3% 10,519 $466K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,482 $465K
US Bancorp \de 0.00% Add +0.6% 10,255 $455K
Wealthcare Advisory Partners LLC 0.01% No change 10,240 $454K
Three Seasons Wealth, LLC 0.05% New 10,187 $451K
Sciencast Management LP 0.09% New 10,162 $450K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -5.8% 9,786 $434K
Globeflex Capital L P 0.04% No change 9,700 $430K
Kestra Private Wealth Services, LLC 0.01% New 9,406 $417K
RHS Financial, LLC 0.23% Add +4.8% 9,321 $413K
MBM Wealth Consultants, LLC 0.11% Add +6.6% 9,171 $406K
Diversified Trust Co. 0.01% Add +2.6% 9,036 $400K
Ieq Capital, LLC 0.00% Add +20.5% 9,011 $399K
Y-Intercept (Hong Kong) Ltd 0.01% New 8,928 $396K
Public Employees Retirement Association of Colorado 0.00% No change 8,648 $383K
State of Alaska, Department of Revenue 0.00% Reduce -7.2% 8,476 $375K
Jain Global LLC 0.01% New 8,382 $371K
Dynamic Technology Lab Private Ltd 0.05% New 8,359 $370K
Advisors Preferred, LLC 0.06% New 8,259 $370K
Schonfeld Strategic Advisors LLC 0.00% Reduce -56.0% 8,037 $356K
Avantax Planning Partners, Inc. 0.01% Add +14.7% 8,026 $356K
James Investment Research, Inc. 0.04% No change 7,896 $350K
Financial Advocates Investment Management 0.03% New 7,754 $344K
Quantinno Capital Management LP 0.00% New 7,723 $342K
Petrus Trust Company, LTA 0.04% Add +5.2% 7,720 $342K
Intech Investment Management LLC 0.00% New 7,611 $337K
Federated Hermes, Inc. 0.00% No change 7,592 $336K
State of Wyoming 0.04% Add +6.2% 7,532 $334K
Virtus Advisers, LLC 0.21% No change 7,433 $329K
Sanctuary Advisors, LLC 0.00% New 7,331 $325K
State of Wisconsin Investment Board 0.00% Reduce -7.4% 7,287 $323K
Bank of Montreal 0.00% Reduce -16.9% 7,277 $323K
Mercer Global Advisors Inc. 0.00% New 7,169 $318K
Stifel Financial Corp. 0.00% New 7,072 $313K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +7.7% 7,000 $310K
Blue Trust, Inc. 0.00% Add +31.3% 6,977 $309K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -46.1% 6,865 $304K
NDVR, Inc. 0.28% Add +10.9% 6,627 $294K
Pathstone Holdings, LLC 0.00% Add +1.7% 6,591 $292K
Walleye Capital LLC 0.00% New 6,303 $279K
Bayforest Capital Ltd 0.12% Reduce -52.7% 6,267 $278K
EP Wealth Advisors, LLC 0.00% Reduce -1.1% 6,203 $275K
Gallacher Capital Management LLC 0.12% Add +9.1% 6,025 $267K
RiverFront Investment Group, LLC 0.01% New 5,818 $258K
Securian Asset Management, Inc. 0.01% Reduce -2.4% 5,746 $255K
Gilman Hill Asset Management, LLC 0.04% No change 5,494 $243K
SYM FINANCIAL Corp 0.03% Add +2.0% 5,364 $238K
TD Private Client Wealth LLC 0.01% Add +51.9% 5,064 $224K
Hardy Reed LLC 0.02% Add +0.3% 5,004 $222K
Paragon Capital Management Ltd 0.04% New 4,930 $218K
Crossmark Global Holdings, Inc. 0.00% New 4,905 $217K
Prelude Capital Management, LLC 0.02% Reduce -5.7% 4,895 $217K
Jones Financial Companies LLLP 0.00% Add +66.3% 4,894 $217K
Olympiad Research LP 0.35% New 4,883 $216K
Xponance LLC 0.00% Reduce -8.7% 4,825 $214K
Vision Financial Markets LLC 0.20% No change 4,818 $214K
Private Advisor Group, LLC 0.00% New 4,721 $209K
Virtu Financial LLC 0.01% New 4,681 $207K
Cwm, LLC 0.00% Add +32.1% 4,650 $206K
Atria Wealth Solutions, Inc. 0.00% New 4,634 $205K
Mariner, LLC 0.00% Reduce -9.1% 4,600 $204K
Signaturefd, LLC 0.00% Add +1.6% 4,422 $196K
Cullen/Frost Bankers, Inc. 0.00% Reduce -23.5% 4,231 $188K
New Age Alpha Advisors, LLC 0.01% Reduce -7.9% 4,041 $179K
Pacer Advisors, Inc. 0.00% Reduce -68.3% 3,766 $167K
DekaBank Deutsche Girozentrale 0.00% New 3,693 $162K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 3,301 $146K
Wilmington Savings Fund Society, FSB 0.00% Add +1.7% 3,116 $138K
Assetmark, Inc. 0.00% New 2,970 $132K
Cape Investment Advisory, Inc. 0.04% Reduce -18.1% 2,625 $116K
Global Retirement Partners, LLC 0.00% — 2,347 $104K
GAMMA Investing LLC 0.01% Add +21.3% 2,283 $101K
UMB Bank, n.a. 0.00% Add +4.0% 2,148 $95K
Tower Research Capital LLC (TRC) 0.00% Reduce -54.7% 1,874 $83K
KBC Group NV 0.00% Reduce -48.6% 1,759 $78K
C M Bidwell & Associates Ltd. 0.04% No change 1,730 $77K
Headlands Technologies LLC 0.01% New 1,706 $76K
EverSource Wealth Advisors, LLC 0.00% Add +76.5% 1,567 $69K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.2% 1,470 $65K
City State Bank 0.02% No change 1,280 $57K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 1,257 $56K
Kestra Investment Management, LLC 0.00% No change 1,250 $55K
Quarry LP 0.01% New 1,210 $54K
Van Eck Associates Corp. 0.00% Reduce -3.3% 1,162 $51K
Elevation Point Wealth Partners, LLC 0.00% New 1,034 $46K
AdvisorNet Financial, Inc 0.00% New 1,004 $44K
Steward Partners Investment Advisory, LLC 0.00% No change 952 $42K
Simplex Trading, LLC 0.00% Reduce -17.1% 927 $41K
WealthCollab, LLC 0.02% Reduce -9.0% 909 $40K
S.A. Mason LLC 0.02% Add +0.5% 854 $38K
Hazlett, Burt & Watson, Inc. 0.01% No change 615 $27K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 595 $26K
Smartleaf Asset Management LLC 0.00% Reduce -13.1% 536 $24K
Fifth Third Bancorp 0.00% Reduce -5.4% 524 $23K
Park Square Financial Group, LLC 0.01% No change 466 $21K
Farther Finance Advisors, LLC 0.00% Reduce -49.0% 440 $19K
WFA of San Diego, LLC 0.01% — 435 $19K
Vermillion Wealth Management, Inc. 0.01% No change 435 $19K
N.E.W. Advisory Services LLC 0.00% No change 400 $18K
CENTRAL TRUST Co 0.00% No change 370 $16K
Allworth Financial LP 0.00% Add +142.9% 357 $16K
Whittier Trust Co. of Nevada Inc. 0.00% New 350 $16K
Parkside Financial Bank & Trust 0.00% Add +28.9% 343 $15K
WPG Advisers, LLC 0.01% New 336 $15K
CIBC Private Wealth Group LLC 0.00% No change 335 $15K
Harbor Capital Advisors, Inc. 0.00% Add +13.0% 304 $13K
CNB Bank 0.01% New 256 $11K
MAI Capital Management 0.00% Add +30.8% 255 $11K
Covestor Ltd 0.01% Reduce -5.5% 257 $11K
Bessemer Group Inc. 0.00% Add +45.2% 225 $10K
Contravisory Investment Management, Inc. 0.00% No change 225 $10K
Brooklyn Investment Group 0.00% Add +324.0% 212 $9K
Bell Investment Advisors, Inc 0.00% Add +29.9% 187 $8K
Harbour Investments, Inc. 0.00% No change 162 $7K
Hemington Wealth Management 0.00% Add +26.8% 161 $7K
Private Trust Co. NA 0.00% New 145 $6K
Hollencrest Capital Management 0.00% No change 140 $6K
Rosenberg Matthew Hamilton 0.00% No change 139 $6K
Harvest Fund Management Co., Ltd 0.00% No change 141 $6K
IMG Wealth Management, Inc. 0.00% New 126 $6K
Private Wealth Management Group, LLC 0.00% No change 117 $5K
Costello Asset Management, INC 0.00% No change 100 $4K
Versant Capital Management, Inc 0.00% No change 98 $4K
SBI Securities Co., Ltd. 0.00% Add +2.2% 94 $4K
Clearstead Advisors, LLC 0.00% Add +900.0% 90 $4K
Sound Income Strategies, LLC 0.00% New 88 $4K
CVA Family Office, LLC 0.00% No change 74 $3K
Essential Partners LLC 0.00% — 69 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -23.6% 68 $3K
Hantz Financial Services, Inc. 0.00% New 71 $3K
Dogwood Wealth Management LLC 0.00% New 63 $3K
Farmers & Merchants Investments Inc. 0.00% Add +3.3% 62 $3K
Physician Wealth Advisors, Inc. 0.00% Add +134.6% 61 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 48 $3K
Hilltop National Bank 0.00% — 50 $2K
Fortitude Family Office, LLC 0.00% New 31 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +4.5% 23 $1K
Kilter Group LLC 0.00% New 18 $798
Hughes Financial Services, LLC 0.00% No change 13 $669
SJS Investment Consulting Inc. 0.00% Reduce -21.1% 15 $665
HFM Investment Advisors, LLC 0.00% Add +50.0% 9 $399
Huntington National Bank 0.00% No change 9 $399
MassMutual Private Wealth & Trust, FSB 0.00% No change 9 $399
Rialto Wealth Management, LLC 0.00% New 6 $266
Parkworth Wealth Management, Inc. 0.00% Add +66.7% 5 $222
Garde Capital, Inc. 0.00% No change 5 $222
Bay Harbor Wealth Management, LLC 0.00% No change 4 $177
True Wealth Design, LLC 0.00% Add +200.0% 3 $133
Rise Advisors, LLC 0.00% No change 3 $112
Avion Wealth 0.00% New 13 $0

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