Federated HermesFHI
13F holders, Q4 2025 (December 31)383holders +12
42new positions
41sold out
8famous investors
$52.07avg. 13F price*
At the end of Q4 2025, 383 institutions reported holding Federated Hermes Inc. (FHI) in their 13F filings, up 12 from Q3 2025. 42 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($429.3M), BlackRock, Inc. ($294.5M) and FMR LLC ($258.1M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Mario Gabelli (0.1% 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $64.5M |
| Exits | 41 | $46.9M |
All 13F filers, Q3 2025 → Q4 2025: 4,371,798 shares bought and 4,076,255 shares sold, net +295,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 383 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.7% | 8,245,538 | $429.3M |
| BlackRock, Inc. | 0.01% | Add +0.9% | 5,656,292 | $294.5M |
| FMR LLC | 0.01% | Add +0.2% | 4,957,133 | $258.1M |
| AQR Capital Management | 0.08% | Add +1.7% | 3,036,239 | $158.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.4% | 3,032,060 | $157.9M |
| LSV Asset Management | 0.33% | Add +20.4% | 2,890,276 | $150.5M |
| Fuller & Thaler Asset Management, Inc. | 0.49% | Reduce -1.1% | 2,786,066 | $145.1M |
| Invesco Ltd. | 0.01% | Reduce -6.4% | 2,751,323 | $143.3M |
| Schneider Downs Wealth Management Advisors, LP | 15.63% | Add +0.2% | 2,662,853 | $138.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.1% | 2,308,783 | $120.2M |
| State Street Corp. | 0.00% | Reduce -2.7% | 1,799,452 | $93.7M |
| Geode Capital Management, LLC | 0.00% | Add +5.5% | 1,409,852 | $73.4M |
| Victory Capital Management Inc. | 0.04% | Add +78.9% | 1,394,622 | $72.6M |
| Allianz Asset Management GmbH | 0.07% | Add +15.2% | 1,161,812 | $60.5M |
| UBS Group AG | 0.01% | Add +8.2% | 984,054 | $51.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +5.5% | 848,595 | $44.2M |
| Morgan Stanley | 0.00% | Reduce -10.8% | 825,452 | $43.0M |
| Qube Research & Technologies Ltd | 0.06% | Add +0.4% | 782,319 | $40.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +21.4% | 730,980 | $38.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.2% | 679,203 | $35.4M |
| Jupiter Asset Management Ltd. | 0.25% | Add +11.7% | 589,140 | $30.7M |
| First Trust Advisors LP | 0.02% | Add +7.0% | 583,788 | $30.4M |
| Bank of America Corp. | 0.00% | Reduce -6.8% | 564,824 | $29.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -14.2% | 542,224 | $28.2M |
| Man Group plc | 0.05% | Add +13.1% | 516,182 | $26.9M |
| Sprott Inc. | 0.95% | Reduce -0.2% | 506,385 | $26.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.1% | 487,467 | $25.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 465,825 | $24.3M |
| Kestra Advisory Services, LLC | 0.10% | New | 457,449 | $23.8M |
| Vestcor Inc | 0.64% | Add +32.6% | 432,900 | $22.5M |
| Renaissance Technologies | 0.03% | Reduce -20.8% | 426,300 | $22.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -6.1% | 403,839 | $21.0M |
| Foundation Resource Management Inc. | 2.76% | Reduce -0.2% | 395,893 | $20.6M |
| Two Sigma Investments, LP | 0.03% | Reduce -25.4% | 383,761 | $20.0M |
| Two Sigma Advisers, LP | 0.03% | Reduce -28.0% | 308,558 | $16.1M |
| Woodline Partners LP | 0.06% | New | 305,421 | $15.9M |
| Royce & Associates LP | 0.16% | Reduce -2.1% | 304,719 | $15.9M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -6.9% | 296,216 | $15.4M |
| JPMorgan Chase & Co. | 0.00% | Add +31.9% | 288,418 | $15.0M |
| Bridgewater Associates | 0.05% | Add +2.7% | 286,568 | $14.9M |
| Alps Advisors Inc. | 0.08% | Reduce -5.5% | 277,707 | $14.5M |
| Barclays PLC | 0.01% | Add +24.9% | 266,638 | $13.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -10.7% | 250,668 | $13.1M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +0.8% | 243,424 | $12.7M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +6.1% | 220,742 | $11.5M |
| Burney Co./ | 0.35% | Add +61.8% | 218,661 | $11.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +16.6% | 211,524 | $11.1M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +3.3% | 209,330 | $10.9M |
| Brandywine Global Investment Management, LLC | 0.06% | Add +19.4% | 177,533 | $9.2M |
| Cambria Investment Management, L.P. | 0.50% | Reduce -35.0% | 165,575 | $8.6M |
| Teacher Retirement System of Texas | 0.03% | Add +17.9% | 163,745 | $8.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -2.1% | 161,944 | $8.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.8% | 156,896 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -50.4% | 156,697 | $8.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +26191.8% | 156,436 | $8.1M |
| Factorial Partners, LLC | 5.27% | Reduce -3.8% | 153,239 | $8.0M |
| Schroder Investment Management Group | 0.01% | Reduce -38.3% | 148,902 | $7.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +172.2% | 151,600 | $7.9M |
| Ruffer LLP | 0.36% | Add +28.2% | 149,689 | $7.8M |
| Clark Capital Management Group, Inc. | 0.05% | Add +17.0% | 148,248 | $7.7M |
| Swiss National Bank | 0.00% | Reduce -0.3% | 145,317 | $7.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +10.7% | 142,991 | $7.4M |
| Cadence Bank | 0.39% | Add +0.3% | 128,345 | $6.7M |
| Continental Advisors LLC | 4.25% | Reduce -0.4% | 125,859 | $6.6M |
| Rhumbline Advisers | 0.01% | Reduce -4.8% | 125,393 | $6.5M |
| Legal & General Group Plc | 0.00% | Reduce -5.1% | 122,763 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 116,891 | $6.1M |
| Assenagon Asset Management S.A. | 0.01% | Add +36.7% | 116,278 | $6.1M |
| Cibc World Market Inc. | 0.01% | Reduce -4.8% | 110,328 | $5.7M |
| GAMCO Investors | 0.05% | Reduce -1.2% | 102,649 | $5.3M |
| First National Bank of Omaha | 0.16% | New | 100,254 | $5.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -4.8% | 96,307 | $5.0M |
| Corient Private Wealth LP | 0.01% | Add +16.7% | 95,647 | $5.0M |
| Engineers Gate Manager LP | 0.06% | Add +148.5% | 94,937 | $4.9M |
| Alpha Omega Wealth Management LLC | 0.80% | Reduce -2.2% | 92,962 | $4.8M |
| Capital Fund Management S.A. | 0.05% | Add +20.9% | 91,662 | $4.8M |
| Point72 Asset Management | 0.01% | New | 91,660 | $4.8M |
| Panagora Asset Management Inc. | 0.02% | Reduce -0.3% | 91,198 | $4.7M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.8% | 88,694 | $4.6M |
| Kendall Capital Management | 0.95% | Add +17.4% | 87,635 | $4.6M |
| Gabelli Funds LLC | 0.03% | Reduce -10.2% | 86,569 | $4.5M |
| Seizert Capital Partners, LLC | 0.19% | Add +3.4% | 85,331 | $4.4M |
| Ritholtz Wealth Management | 0.08% | Add +16.5% | 85,187 | $4.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.9% | 84,978 | $4.4M |
| Interval Partners, LP | 0.10% | Reduce -35.3% | 81,207 | $4.2M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -46.8% | 78,719 | $4.1M |
| Vident Advisory, LLC | 0.04% | Add +1.9% | 76,062 | $4.0M |
| American Century Companies Inc. | 0.00% | Add +117.9% | 75,073 | $3.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -10.8% | 75,031 | $3.9M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 73,793 | $3.8M |
| Congress Asset Management Co. | 0.03% | Add +2.9% | 72,303 | $3.8M |
| Murphy Pohlad Asset Management LLC | 1.35% | No change | 67,596 | $3.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -3.1% | 66,810 | $3.5M |
| Inspire Investing, LLC | 0.31% | Add +231.6% | 66,293 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -4.4% | 64,645 | $3.4M |
| DGS Capital Management, LLC | 0.57% | Add +24.3% | 64,207 | $3.3M |
| TD Asset Management Inc | 0.00% | Add +13.6% | 62,700 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +18.0% | 62,342 | $3.2M |
| Hourglass Capital, LLC | 0.70% | Reduce -1.6% | 62,218 | $3.2M |
| Sei Investments Co. | 0.00% | Add +3.4% | 60,844 | $3.2M |
| Inlet Private Wealth, LLC | 0.73% | Reduce -6.3% | 60,750 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Add +171.9% | 59,755 | $3.1M |
| Millennium Management | 0.00% | Reduce -85.9% | 58,003 | $3.0M |
| SG Americas Securities, LLC | 0.00% | Add +408.8% | 57,952 | $3.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 57,300 | $3.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.3% | 53,802 | $2.8M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +30.2% | 53,437 | $2.8M |
| AlphaQuest LLC | 0.15% | Reduce -20.9% | 52,468 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +17.1% | 52,225 | $2.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -18.8% | 51,279 | $2.7M |
| ABLE Financial Group, LLC | 0.50% | Add +10.5% | 47,004 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 45,866 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.5% | 44,600 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.4% | 44,100 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Add +7.5% | 42,683 | $2.3M |
| Creative Planning | 0.00% | Add +43.9% | 42,144 | $2.2M |
| XTX Topco Ltd | 0.06% | New | 41,939 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -2.4% | 41,720 | $2.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -12.4% | 40,654 | $2.1M |
| GMO | 0.01% | Reduce -2.2% | 40,501 | $2.1M |
| Taylor Frigon Capital Management LLC | 1.05% | Reduce -3.0% | 39,838 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -1.9% | 39,184 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +15.2% | 39,025 | $2.0M |
| Nomura Asset Management International Inc. | 0.00% | — | 38,200 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 35,734 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 35,450 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +37.2% | 35,013 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.0% | 34,900 | $1.8M |
| Prudential Financial Inc. | 0.00% | New | 33,727 | $1.8M |
| Acadian Asset Management LLC | 0.00% | Reduce -55.9% | 33,568 | $1.7M |
| Texas Yale Capital Corp. | 0.05% | No change | 32,829 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 32,010 | $1.7M |
| Janus Henderson Group PLC | 0.00% | No change | 31,868 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -9.9% | 30,756 | $1.6M |
| Horizon Investments, LLC | 0.02% | Reduce -23.7% | 30,590 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +5.3% | 30,310 | $1.6M |
| Vest Financial, LLC | 0.02% | Add +11.4% | 29,956 | $1.6M |
| Canada Pension Plan Investment Board | 0.00% | New | 29,900 | $1.6M |
| CWA Asset Management Group, LLC | 0.06% | No change | 29,858 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -3.5% | 28,813 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -4.1% | 28,797 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +3.8% | 28,697 | $1.5M |
| Radnor Capital Management, LLC | 0.22% | Reduce -1.5% | 28,695 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 28,419 | $1.5M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -35.1% | 28,295 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | Reduce -23.3% | 27,653 | $1.4M |
| S&T Bank | 0.44% | Reduce -25.1% | 26,841 | $1.4M |
| Comerica Bank | 0.01% | Reduce -2.8% | 26,579 | $1.4M |
| Mfa Wealth Advisors, LLC | 0.29% | No change | 25,950 | $1.4M |
| Wedge Capital Management L L P | 0.02% | Add +2.5% | 25,023 | $1.3M |
| Deutsche Bank AG | 0.00% | No change | 24,533 | $1.3M |
| CSS LLC | 0.21% | No change | 24,470 | $1.3M |
| Archford Capital Strategies, LLC | 0.15% | New | 24,358 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.2% | 23,611 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -26.6% | 23,325 | $1.2M |
| Walleye Capital LLC | 0.01% | Add +2932.3% | 22,833 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.1% | 21,984 | $1.2M |
| Morningstar Investment Management LLC | 0.07% | No change | 21,848 | $1.1M |
| Novem Group | 0.13% | Add +3.9% | 21,734 | $1.1M |
| Marshall Financial Group, LLC | 0.22% | Reduce -6.0% | 21,654 | $1.1M |
| Palisade Asset Management, LLC | 0.11% | Reduce -31.3% | 21,160 | $1.1M |
| Marshall Wace, LLP | 0.00% | Add +20.4% | 20,930 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -8.2% | 20,414 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.0% | 20,400 | $1.1M |
| Aquatic Capital Management LLC | 0.03% | New | 20,158 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +50.4% | 19,968 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +6.0% | 19,388 | $1.0M |
| Meritage Portfolio Management | 0.06% | Reduce -9.3% | 18,645 | $971K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.5% | 18,493 | $963K |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 18,357 | $956K |
| &partners | 0.01% | Add +9.1% | 18,292 | $954K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -44.3% | 18,135 | $944K |
| Versor Investments LP | 0.14% | Add +114.2% | 17,820 | $928K |
| State of Michigan Retirement System | 0.00% | Reduce -0.6% | 17,476 | $910K |
| Wells Fargo & Company | 0.00% | Reduce -19.8% | 17,363 | $904K |
| New Mexico Educational Retirement Board | 0.03% | No change | 17,300 | $901K |
| Tidal Investments LLC | 0.00% | Add +254.7% | 17,063 | $888K |
| 1620 Investment Advisors, Inc. | 0.59% | Reduce -3.0% | 17,044 | $887K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 16,535 | $861K |
| Algert Global LLC | 0.01% | Reduce -54.2% | 16,202 | $844K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -11.3% | 17,737 | $839K |
| Picton Mahoney Asset Management | 0.01% | Reduce -57.9% | 15,966 | $831K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -71.8% | 15,889 | $827K |
| Rodgers Brothers Inc. | 0.10% | No change | 15,575 | $811K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 15,248 | $794K |
| Quantinno Capital Management LP | 0.00% | Add +41.4% | 14,946 | $778K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.7% | 14,772 | $769K |
| Inceptionr LLC | 0.20% | New | 13,638 | $710K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.2% | 13,544 | $705K |
| JMN Financial LLC | 0.70% | — | 13,502 | $703K |
| Parallel Advisors, LLC | 0.01% | Add +16.5% | 13,057 | $680K |
| Measured Wealth Private Client Group, LLC | 0.18% | Add +10.0% | 13,012 | $678K |
| Integrated Quantitative Investments LLC | 0.14% | No change | 12,461 | $649K |
| Vise Technologies, Inc. | 0.01% | Reduce -25.3% | 12,299 | $640K |
| Anchyra Partners LLC | 0.19% | — | 11,616 | $605K |
| Boxwood Ventures, Inc. | 0.61% | No change | 11,613 | $605K |
| First National Trust Co | 0.02% | Add +7.5% | 11,439 | $596K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,104 | $578K |
| Staley Capital Advisers Inc. | 0.02% | No change | 11,054 | $576K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.9% | 10,767 | $560K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.8% | 10,628 | $553K |
| Capital City Trust Co. | 0.12% | Reduce -8.6% | 10,567 | $550K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 10,265 | $534K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.1% | 10,237 | $533K |
| MBM Wealth Consultants, LLC | 0.12% | Add +11.4% | 10,028 | $522K |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 9,824 | $512K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 9,786 | $510K |
| Diversified Trust Co. | 0.01% | Reduce -0.0% | 9,440 | $492K |
| Caprock Group, LLC | 0.01% | Add +14.7% | 9,372 | $488K |
| SummitTX Capital, L.P. | 0.01% | New | 9,085 | $473K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -97.9% | 8,995 | $468K |
| Mercer Global Advisors Inc. | 0.00% | Add +18.0% | 8,970 | $467K |
| James Investment Research, Inc. | 0.05% | No change | 8,940 | $466K |
| Pacer Advisors, Inc. | 0.00% | Reduce -49.3% | 8,837 | $460K |
| RHS Financial, LLC | 0.22% | Reduce -3.3% | 8,799 | $458K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.3% | 8,656 | $451K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,648 | $450K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 8,221 | $428K |
| Globeflex Capital L P | 0.06% | No change | 7,933 | $413K |
| National Bank of Canada | 0.00% | Add +3.8% | 7,781 | $405K |
| Evolve Private Wealth, LLC | 0.02% | — | 7,725 | $402K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 7,491 | $398K |
| Squarepoint Ops LLC | 0.00% | Reduce -83.3% | 7,513 | $391K |
| Keybank National Association | 0.00% | New | 7,511 | $391K |
| Swiss Life Asset Management Ltd | 0.00% | New | 7,286 | $379K |
| Passumpsic Savings Bank | 0.21% | — | 7,248 | $377K |
| Blue Trust, Inc. | 0.00% | Reduce -5.4% | 7,052 | $367K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 7,000 | $364K |
| Farther Finance Advisors, LLC | 0.00% | Add +686.4% | 6,842 | $356K |
| Graham Capital Management, L.P. | 0.02% | Reduce -84.6% | 6,822 | $355K |
| Cim Investment Management Inc. | 0.09% | No change | 6,743 | $351K |
| Manning & Napier Advisors LLC | 0.00% | No change | 6,619 | $351K |
| Entropy Technologies, LP | 0.02% | Add +63.9% | 6,692 | $348K |
| State of Wyoming | 0.04% | Add +53.8% | 6,662 | $347K |
| Guggenheim Capital LLC | 0.00% | New | 6,599 | $344K |
| Bank of Montreal | 0.00% | Reduce -0.5% | 6,564 | $342K |
| Cwm, LLC | 0.00% | Add +6.1% | 6,538 | $340K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +309.5% | 6,503 | $339K |
| Pathstone Holdings, LLC | 0.00% | Reduce -26.0% | 6,434 | $335K |
| Verition Fund Management LLC | 0.00% | Reduce -86.2% | 6,400 | $333K |
| EP Wealth Advisors, LLC | 0.00% | — | 6,292 | $328K |
| SYM FINANCIAL Corp | 0.03% | Reduce -7.3% | 6,205 | $323K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 6,038 | $314K |
| Federated Hermes, Inc. | 0.00% | Reduce -15.5% | 5,943 | $309K |
| Outlook Wealth Advisors, LLC | 0.07% | Add +0.6% | 5,862 | $305K |
| NDVR, Inc. | 0.25% | Reduce -9.5% | 5,841 | $304K |
| RiverFront Investment Group, LLC | 0.00% | Add +4.7% | 5,744 | $299K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -3.7% | 5,666 | $295K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.1% | 5,536 | $288K |
| Mangrove Partners Im, LLC | 0.02% | New | 5,509 | $287K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 5,494 | $286K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 5,490 | $286K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.6% | 5,335 | $278K |
| Lawood & Co. | 0.26% | — | 5,332 | $278K |
| Atria Investments, Inc | 0.00% | Add +2.1% | 5,269 | $274K |
| Three Seasons Wealth, LLC | 0.03% | No change | 5,143 | $268K |
| Hardy Reed LLC | 0.02% | Add +1.7% | 5,090 | $265K |
| Private Advisor Group, LLC | 0.00% | Add +9.5% | 5,072 | $264K |
| Advisors Preferred, LLC | 0.04% | Add +10.7% | 5,042 | $264K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 5,067 | $264K |
| PharVision Advisers, LLC | 0.13% | New | 5,035 | $262K |
| Stirlingshire Investments, Inc. | 0.23% | — | 5,021 | $261K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +162.5% | 4,920 | $256K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,858 | $253K |
| Jones Financial Companies LLLP | 0.00% | Add +4.8% | 4,857 | $253K |
| Vision Financial Markets LLC | 0.26% | No change | 4,818 | $251K |
| TD Private Client Wealth LLC | 0.01% | No change | 4,806 | $250K |
| Signaturefd, LLC | 0.00% | Add +0.6% | 4,721 | $246K |
| Paragon Capital Management Ltd | 0.05% | Add +0.7% | 4,702 | $245K |
| Advyzon Investment Management, LLC | 0.03% | Add +6.0% | 4,594 | $239K |
| R Squared Ltd | 0.11% | New | 4,553 | $237K |
| Jane Street Group, LLC | 0.00% | Reduce -93.2% | 4,519 | $235K |
| Global Retirement Partners, LLC | 0.00% | Add +35.3% | 4,511 | $235K |
| GF Fund Management Co. LTD. | 0.00% | New | 4,461 | $232K |
| Centiva Capital, LP | 0.01% | Reduce -50.9% | 4,445 | $231K |
| EntryPoint Capital, LLC | 0.09% | No change | 4,392 | $229K |
| FJ Capital Management LLC | 0.03% | Reduce -10.2% | 4,383 | $228K |
| D. E. Shaw & Co. | 0.00% | Reduce -55.3% | 4,371 | $228K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.9% | 4,364 | $227K |
| Intech Investment Management LLC | 0.00% | New | 4,332 | $226K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | No change | 4,297 | $224K |
| State of Wisconsin Investment Board | 0.00% | Reduce -40.8% | 4,293 | $224K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,231 | $220K |
| Penserra Capital Management LLC | 0.00% | New | 4,134 | $215K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -0.5% | 4,074 | $212K |
| Virtu Financial LLC | 0.01% | New | 4,067 | $212K |
| Fragasso Financial Advisors Inc | 0.01% | New | 4,027 | $210K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 4,000 | $208K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 3,130 | $163K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,065 | $160K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +1.9% | 2,980 | $155K |
| GAMMA Investing LLC | 0.01% | Add +8.3% | 2,734 | $142K |
| KBC Group NV | 0.00% | No change | 2,689 | $140K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,693 | $134K |
| Cape Investment Advisory, Inc. | 0.04% | New | 2,360 | $123K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,060 | $107K |
| UMB Bank, n.a. | 0.00% | Add +0.7% | 1,962 | $102K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.1% | 1,807 | $94K |
| C M Bidwell & Associates Ltd. | 0.04% | Add +0.9% | 1,739 | $91K |
| Danske Bank A/S | 0.00% | Reduce -93.3% | 1,600 | $83K |
| AdvisorNet Financial, Inc | 0.00% | Add +12.4% | 1,129 | $59K |
| City State Bank | 0.01% | Reduce -4.6% | 1,030 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 1,010 | $53K |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.2% | 996 | $52K |
| WealthCollab, LLC | 0.02% | Add +1.3% | 921 | $48K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +220.8% | 863 | $45K |
| Parkside Financial Bank & Trust | 0.00% | Add +145.8% | 848 | $44K |
| CIBC Private Wealth Group LLC | 0.00% | Add +119.7% | 736 | $38K |
| Assetmark, Inc. | 0.00% | Reduce -12.3% | 699 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 615 | $32K |
| Fifth Third Bancorp | 0.00% | Add +6.5% | 592 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 536 | $28K |
| Daiwa Securities Group Inc. | 0.00% | No change | 519 | $27K |
| Torren Management, LLC | 0.01% | — | 473 | $25K |
| Allworth Financial LP | 0.00% | Add +15.3% | 461 | $24K |
| WPG Advisers, LLC | 0.02% | Add +0.9% | 451 | $23K |
| WFA of San Diego, LLC | 0.02% | No change | 435 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 435 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Add +218.8% | 424 | $22K |
| Quadrant Capital Group LLC | 0.00% | Reduce -64.6% | 417 | $22K |
| Richardson Financial Services Inc. | 0.01% | Add +32.5% | 400 | $21K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 400 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 370 | $19K |
| Quarry LP | 0.00% | Reduce -4.0% | 340 | $18K |
| MAI Capital Management | 0.00% | Reduce -29.8% | 334 | $17K |
| Root Financial Partners, LLC | 0.00% | Add +11.7% | 334 | $17K |
| Bayforest Capital Ltd | 0.01% | New | 277 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 262 | $14K |
| Clearstead Advisors, LLC | 0.00% | Add +175.6% | 248 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 237 | $12K |
| Bessemer Group Inc. | 0.00% | No change | 225 | $12K |
| Clearstead Trust, LLC | 0.00% | Add +19.4% | 209 | $11K |
| Covestor Ltd | 0.00% | Add +1.1% | 181 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 162 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 158 | $8K |
| Private Trust Co. NA | 0.00% | No change | 145 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 140 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 139 | $7K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 141 | $7K |
| IFP Advisors, Inc | 0.00% | Add +69.6% | 134 | $7K |
| IMG Wealth Management, Inc. | 0.00% | No change | 126 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 121 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -5.1% | 111 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -17.6% | 98 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 98 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +44.1% | 98 | $5K |
| Elyxium Wealth, LLC | 0.00% | New | 96 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 93 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.1% | 92 | $5K |
| Essential Partners LLC | 0.00% | Reduce -50.3% | 81 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 75 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 74 | $4K |
| SHP Wealth Management | 0.00% | — | 73 | $4K |
| Basepoint Wealth LLC | 0.00% | New | 71 | $4K |
| Optima Capital LLC | 0.00% | New | 65 | $3K |
| Dogwood Wealth Management LLC | 0.00% | No change | 63 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 62 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 60 | $3K |
| Rothschild Investment LLC | 0.00% | New | 56 | $3K |
| Hilltop National Bank | 0.00% | No change | 50 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 40 | $2K |
| Navigoe, LLC | 0.00% | No change | 57 | $2K |
| Quent Capital, LLC | 0.00% | Add +75.0% | 35 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -27.3% | 32 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +138.5% | 31 | $2K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 25 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 24 | $1K |
| Avion Wealth | 0.00% | No change | 24 | $1K |
| Kilter Group LLC | 0.00% | No change | 18 | $938 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 18 | $937 |
| Arax Advisory Partners | 0.00% | Reduce -99.8% | 18 | $937 |
| Manchester Capital Management LLC | 0.00% | New | 16 | $834 |
| SJS Investment Consulting Inc. | 0.00% | No change | 15 | $782 |
| Optiver Holding B.V. | 0.00% | Reduce -94.6% | 13 | $677 |
| Hughes Financial Services, LLC | 0.00% | Reduce -23.1% | 10 | $521 |
| HFM Investment Advisors, LLC | 0.00% | No change | 9 | $469 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 9 | $469 |
| Rialto Wealth Management, LLC | 0.00% | No change | 8 | $417 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +14.3% | 8 | $416 |
| True Wealth Design, LLC | 0.00% | Add +133.3% | 7 | $365 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $84 |
"% of holder's portfolio" is FHI's weight in each manager's 13F, not the share of Federated Hermes Inc. the manager owns.