Federated HermesFHI
13F holders, Q1 2026 (March 31)401holders +18
60new positions
37sold out
7famous investors
$56.66avg. 13F price*
At the end of Q1 2026, 401 institutions reported holding Federated Hermes Inc. (FHI) in their 13F filings, up 18 from Q4 2025. 60 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($336.0M), Vanguard Portfolio Management LLC ($261.1M) and FMR LLC ($260.0M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Federated Hermes Inc.
- CUSIP
- 314211103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $54.9M |
| Exits | 37 | $18.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,632,708 shares bought and 5,822,889 shares sold, net −2,190,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| BlackRock, Inc. | 0.01% | Add +4.7% | 5,924,156 | $336.0M |
| Vanguard Portfolio Management LLC | 0.01% | — | 4,603,965 | $261.1M |
| FMR LLC | 0.01% | Reduce -7.5% | 4,585,465 | $260.0M |
| Vanguard Capital Management LLC | 0.00% | — | 3,230,441 | $183.2M |
| LSV Asset Management | 0.35% | Reduce -0.3% | 2,882,229 | $163.5M |
| Schneider Downs Wealth Management Advisors, LP | 17.06% | Add +2.4% | 2,727,878 | $154.7M |
| Fuller & Thaler Asset Management, Inc. | 0.51% | Reduce -5.0% | 2,647,726 | $150.2M |
| AQR Capital Management | 0.07% | Reduce -14.9% | 2,583,447 | $146.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -17.4% | 2,504,133 | $142.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.6% | 2,248,200 | $127.5M |
| Invesco Ltd. | 0.01% | Reduce -19.2% | 2,223,955 | $126.1M |
| State Street Corp. | 0.00% | Add +0.2% | 1,803,518 | $102.3M |
| Geode Capital Management, LLC | 0.01% | Add +15.3% | 1,625,248 | $92.2M |
| Allianz Asset Management GmbH | 0.10% | Add +27.5% | 1,480,891 | $84.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -7.7% | 1,286,816 | $73.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -4.0% | 814,224 | $46.2M |
| Woodline Partners LP | 0.16% | Add +148.0% | 757,566 | $43.0M |
| Morgan Stanley | 0.00% | Reduce -10.0% | 742,828 | $42.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.7% | 654,378 | $37.1M |
| First Trust Advisors LP | 0.03% | Add +5.6% | 616,598 | $35.0M |
| Jupiter Asset Management Ltd. | 0.18% | Reduce -0.4% | 586,706 | $33.3M |
| Sprott Inc. | 0.89% | Add +1.5% | 513,885 | $29.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.8% | 513,136 | $29.1M |
| Man Group plc | 0.06% | Reduce -3.3% | 499,381 | $28.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +6.2% | 485,727 | $27.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.0% | 477,776 | $27.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.5% | 512,670 | $26.7M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 469,408 | $26.6M |
| Vestcor Inc | 0.71% | Add +4.4% | 452,046 | $25.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 450,286 | $25.5M |
| Two Sigma Investments, LP | 0.02% | Add +15.7% | 443,862 | $25.2M |
| Bank of America Corp. | 0.00% | Reduce -22.8% | 435,897 | $24.7M |
| HighTower Advisors, LLC | 0.02% | Add +0.4% | 405,524 | $23.0M |
| UBS Group AG | 0.00% | Reduce -60.5% | 388,485 | $22.0M |
| Foundation Resource Management Inc. | 2.47% | Reduce -2.3% | 386,986 | $21.9M |
| Janney Montgomery Scott LLC | 0.05% | Add +34.6% | 337,326 | $19.1M |
| JPMorgan Chase & Co. | 0.00% | Add +16.9% | 337,261 | $18.9M |
| Royce & Associates LP | 0.17% | No change | 304,719 | $17.3M |
| Renaissance Technologies | 0.03% | Reduce -30.5% | 296,100 | $16.8M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -63.2% | 287,666 | $16.3M |
| Alps Advisors Inc. | 0.07% | Reduce -4.5% | 265,338 | $15.0M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -0.6% | 242,020 | $13.7M |
| Franklin Resources Inc. | 0.00% | Add +671.0% | 222,164 | $12.6M |
| Robeco Institutional Asset Management B.V. | 0.02% | No change | 220,742 | $12.5M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Reduce -4.0% | 200,855 | $11.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -16.7% | 176,236 | $10.0M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +23.2% | 176,122 | $10.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +1783.4% | 168,944 | $9.6M |
| Principal Financial Group Inc. | 0.00% | Add +3.9% | 162,941 | $9.2M |
| Cambria Investment Management, L.P. | 0.50% | Reduce -5.4% | 156,677 | $8.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.0% | 153,569 | $8.7M |
| Factorial Partners, LLC | 6.31% | No change | 153,239 | $8.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -2.2% | 152,958 | $8.7M |
| Schroder Investment Management Group | 0.01% | Add +2.1% | 152,097 | $8.5M |
| Swiss National Bank | 0.00% | No change | 145,317 | $8.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.09% | Add +255.9% | 144,671 | $8.2M |
| Bridgewater Associates | 0.04% | Reduce -49.6% | 144,289 | $8.2M |
| Teacher Retirement System of Texas | 0.03% | Reduce -13.4% | 141,861 | $8.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -16.3% | 135,624 | $7.7M |
| Rhumbline Advisers | 0.01% | Add +2.1% | 128,092 | $7.3M |
| Burney Co./ | 0.22% | Reduce -42.0% | 126,714 | $7.2M |
| American Century Companies Inc. | 0.00% | Add +68.8% | 126,700 | $7.2M |
| Huntington National Bank | 0.05% | New | 125,301 | $7.1M |
| LPL Financial LLC | 0.00% | Add +0.3% | 117,260 | $6.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -23.0% | 116,666 | $6.6M |
| Continental Advisors LLC | 4.09% | Reduce -7.5% | 116,359 | $6.6M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -22.8% | 114,419 | $6.5M |
| Cibc World Market Inc. | 0.01% | Add +1.3% | 111,717 | $6.3M |
| Legal & General Group Plc | 0.00% | Reduce -12.6% | 107,328 | $6.1M |
| Ritholtz Wealth Management | 0.10% | Add +21.9% | 103,840 | $5.9M |
| Corient Private Wealth LP | 0.01% | Add +7.2% | 102,537 | $5.8M |
| First National Bank of Omaha | 0.17% | Reduce -2.0% | 98,255 | $5.5M |
| Kendall Capital Management | 1.12% | Add +10.0% | 96,375 | $5.5M |
| Vident Advisory, LLC | 0.05% | Add +26.4% | 96,171 | $5.5M |
| Barclays PLC | 0.00% | Reduce -64.6% | 94,414 | $5.4M |
| Alpha Omega Wealth Management LLC | 0.85% | Reduce -0.6% | 92,390 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | Add +54.0% | 92,044 | $5.2M |
| Panagora Asset Management Inc. | 0.02% | Add +0.5% | 91,658 | $5.2M |
| GAMCO Investors | 0.05% | Reduce -10.8% | 91,571 | $5.2M |
| Retirement Systems of Alabama | 0.02% | Add +2.1% | 90,598 | $5.1M |
| California State Teachers Retirement System | 0.01% | Add +37.6% | 88,927 | $5.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -8.6% | 88,045 | $5.0M |
| Vista Investment Partners LLC | 1.32% | New | 87,729 | $5.0M |
| Empowered Funds, LLC | 0.03% | New | 86,338 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.6% | 86,309 | $4.9M |
| Seizert Capital Partners, LLC | 0.22% | Add +0.6% | 85,880 | $4.9M |
| Gabelli Funds LLC | 0.03% | Reduce -2.2% | 84,664 | $4.8M |
| Congress Asset Management Co. | 0.03% | Add +15.9% | 83,790 | $4.8M |
| Ruffer LLP | 0.19% | Reduce -44.6% | 82,909 | $4.7M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -72.5% | 81,602 | $4.6M |
| Lazard Asset Management LLC | 0.01% | Add +8.1% | 81,087 | $4.6M |
| SG Americas Securities, LLC | 0.00% | Add +27.6% | 73,964 | $4.2M |
| DGS Capital Management, LLC | 0.68% | Add +12.6% | 72,314 | $4.1M |
| Sei Investments Co. | 0.00% | Add +13.1% | 68,785 | $3.9M |
| Murphy Pohlad Asset Management LLC | 1.37% | Reduce -0.2% | 67,446 | $3.8M |
| Interval Partners, LP | 0.13% | Reduce -19.7% | 65,236 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +2.8% | 64,091 | $3.6M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Add +239.6% | 62,333 | $3.5M |
| TD Asset Management Inc | 0.00% | Reduce -2.7% | 61,000 | $3.5M |
| Nomura Asset Management International Inc. | 0.01% | Add +52.1% | 58,100 | $3.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 57,300 | $3.2M |
| Mubadala Investment Co PJSC | 0.02% | New | 56,731 | $3.2M |
| Vista Investment Partners Ii, LLC | 1.40% | New | 54,815 | $3.1M |
| Cerity Partners LLC | 0.00% | Add +30.9% | 54,612 | $3.1M |
| Azora Capital LP | 0.20% | New | 53,897 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.1% | 52,689 | $3.0M |
| Capital Fund Management S.A. | 0.03% | Reduce -42.6% | 52,570 | $3.0M |
| Millennium Management | 0.00% | Reduce -9.5% | 52,518 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.9% | 51,739 | $2.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -22.6% | 51,722 | $2.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 50,075 | $2.8M |
| Credit Agricole S A | 0.01% | New | 50,000 | $2.8M |
| Inspire Investing, LLC | 0.16% | Reduce -24.9% | 49,764 | $2.8M |
| Inlet Private Wealth, LLC | 0.72% | Reduce -18.1% | 49,750 | $2.8M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -37.2% | 49,445 | $2.8M |
| Creative Planning | 0.00% | Add +15.4% | 48,644 | $2.8M |
| XTX Topco Ltd | 0.05% | Add +13.6% | 47,642 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -8.7% | 46,829 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.4% | 44,700 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.7% | 44,214 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -41.6% | 43,083 | $2.4M |
| QRG Capital Management, Inc. | 0.03% | New | 42,683 | $2.4M |
| Horizon Investments, LLC | 0.03% | Add +38.0% | 42,210 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.0% | 41,031 | $2.3M |
| Morningstar Investment Management LLC | 0.14% | Add +82.6% | 39,895 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +9.1% | 38,189 | $2.2M |
| ABLE Financial Group, LLC | 0.42% | Reduce -19.6% | 37,804 | $2.1M |
| Taylor Frigon Capital Management LLC | 1.21% | Reduce -5.8% | 37,541 | $2.1M |
| Hourglass Capital, LLC | 0.44% | Reduce -40.5% | 37,050 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -20.3% | 36,559 | $2.1M |
| HRT Financial LP | 0.01% | New | 36,229 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 35,480 | $2.0M |
| HSBC Holdings PLC | 0.00% | Add +51.1% | 35,245 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +0.7% | 35,142 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.1% | 34,610 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.7% | 34,460 | $2.0M |
| Archford Capital Strategies, LLC | 0.21% | Add +35.9% | 33,104 | $1.9M |
| Texas Yale Capital Corp. | 0.05% | No change | 32,829 | $1.9M |
| Vest Financial, LLC | 0.02% | Add +8.6% | 32,537 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -24.6% | 32,180 | $1.8M |
| Janus Henderson Group PLC | 0.00% | No change | 31,868 | $1.8M |
| Citadel Advisors | 0.00% | New | 31,782 | $1.8M |
| Elo Mutual Pension Insurance Co | 0.03% | Reduce -40.8% | 31,626 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +4.2% | 31,580 | $1.8M |
| Quantbot Technologies LP | 0.07% | New | 30,564 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -23.4% | 30,015 | $1.7M |
| Canada Pension Plan Investment Board | 0.00% | No change | 29,900 | $1.7M |
| CWA Asset Management Group, LLC | 0.06% | No change | 29,858 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Add +8.0% | 29,853 | $1.7M |
| Amalgamated Bank | 0.01% | Add +2.9% | 29,627 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | New | 29,487 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 29,073 | $1.6M |
| Radnor Capital Management, LLC | 0.24% | No change | 28,695 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 28,596 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -7.9% | 28,321 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +53.5% | 27,835 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +17.1% | 27,645 | $1.6M |
| Natixis | 0.01% | New | 27,400 | $1.6M |
| Los Angeles Capital Management LLC | 0.01% | Add +53.3% | 27,191 | $1.5M |
| Mfa Wealth Advisors, LLC | 0.29% | No change | 25,950 | $1.5M |
| Fifth Third Bancorp | 0.00% | Add +4178.2% | 25,327 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +0.4% | 24,631 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +35.9% | 23,594 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -17.6% | 23,419 | $1.3M |
| GMO | 0.00% | Reduce -42.7% | 23,201 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +248.3% | 22,983 | $1.3M |
| Novem Group | 0.15% | Add +4.7% | 22,753 | $1.3M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -80.5% | 22,661 | $1.3M |
| Wedge Capital Management L L P | 0.02% | Reduce -10.9% | 22,297 | $1.3M |
| Marshall Financial Group, LLC | 0.20% | Reduce -0.5% | 21,541 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Add +4.9% | 21,400 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +9.4% | 21,203 | $1.2M |
| Palisade Asset Management, LLC | 0.12% | No change | 21,160 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.9% | 20,690 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -0.9% | 20,236 | $1.1M |
| &partners | 0.01% | Add +10.2% | 20,165 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +301.3% | 19,494 | $1.1M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 19,433 | $1.1M |
| S&T Bank | 0.41% | Reduce -28.1% | 19,311 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 18,516 | $1.1M |
| MML Investors Services, LLC | 0.00% | New | 18,230 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +20.2% | 17,964 | $1.0M |
| State of Michigan Retirement System | 0.01% | Add +1.7% | 17,776 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 17,720 | $1.0M |
| Prudential Financial Inc. | 0.00% | Reduce -48.4% | 17,397 | $987K |
| New Mexico Educational Retirement Board | 0.03% | No change | 17,300 | $981K |
| RFG Advisory, LLC | 0.02% | New | 17,268 | $979K |
| Captrust Financial Advisors | 0.00% | New | 17,262 | $979K |
| 1620 Investment Advisors, Inc. | 0.66% | Add +1.1% | 17,234 | $977K |
| Tidal Investments LLC | 0.00% | Reduce -2.6% | 16,621 | $943K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 16,556 | $939K |
| Marshall Wace, LLP | 0.00% | Reduce -24.3% | 15,853 | $899K |
| Rodgers Brothers Inc. | 0.10% | Reduce -2.3% | 15,225 | $863K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.3% | 15,206 | $862K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.7% | 15,172 | $860K |
| Parallel Advisors, LLC | 0.02% | Add +15.6% | 15,090 | $856K |
| JMN Financial LLC | 0.82% | Add +8.8% | 14,685 | $833K |
| Engineers Gate Manager LP | 0.01% | Reduce -84.7% | 14,506 | $823K |
| Sanctuary Advisors, LLC | 0.00% | New | 13,711 | $778K |
| Verdad Advisers, LP | 0.88% | New | 13,710 | $777K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 13,544 | $768K |
| Cim Investment Management Inc. | 0.20% | Add +96.5% | 13,251 | $751K |
| Measured Wealth Private Client Group, LLC | 0.20% | Add +0.8% | 13,109 | $743K |
| Neuberger Berman Group LLC | 0.00% | Reduce -35.2% | 12,931 | $733K |
| Allstate Corp. | 0.01% | New | 12,928 | $733K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 12,489 | $708K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +105.9% | 12,431 | $705K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.6% | 12,059 | $684K |
| Intech Investment Management LLC | 0.01% | Add +171.8% | 11,773 | $668K |
| Anchyra Partners LLC | 0.20% | No change | 11,616 | $659K |
| Boxwood Ventures, Inc. | 0.70% | No change | 11,613 | $659K |
| Vise Technologies, Inc. | 0.01% | No change | 12,299 | $640K |
| Diversified Trust Co. | 0.01% | Add +18.1% | 11,144 | $632K |
| Staley Capital Advisers Inc. | 0.03% | No change | 11,054 | $627K |
| Jane Street Group, LLC | 0.00% | Add +140.9% | 10,885 | $617K |
| Pacer Advisors, Inc. | 0.00% | Add +23.1% | 10,882 | $617K |
| State of Alaska, Department of Revenue | 0.01% | No change | 10,767 | $610K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.0% | 10,733 | $609K |
| First National Trust Co | 0.02% | Reduce -6.9% | 10,654 | $604K |
| MBM Wealth Consultants, LLC | 0.14% | Add +5.9% | 10,623 | $602K |
| US Bancorp \de | 0.00% | Add +2.5% | 10,522 | $597K |
| Hussman Strategic Advisors, Inc. | 0.13% | New | 10,500 | $595K |
| Caprock Group, LLC | 0.01% | Add +10.5% | 10,359 | $588K |
| FJ Capital Management LLC | 0.07% | Add +136.3% | 10,359 | $587K |
| Andina Capital Management, LLC | 0.51% | New | 10,040 | $569K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.1% | 9,820 | $557K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -0.8% | 9,711 | $551K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -66.1% | 9,604 | $545K |
| Farther Finance Advisors, LLC | 0.01% | Add +34.9% | 9,230 | $536K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | New | 9,000 | $518K |
| Catalyst Financial Partners LLC | 0.06% | New | 8,974 | $509K |
| James Investment Research, Inc. | 0.06% | Add +0.1% | 8,952 | $508K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 8,842 | $501K |
| Advisors Preferred, LLC | 0.07% | Add +75.0% | 8,823 | $500K |
| Stifel Financial Corp. | 0.00% | Reduce -10.3% | 8,814 | $500K |
| Capital City Trust Co. | 0.11% | Reduce -17.5% | 8,717 | $494K |
| RHS Financial, LLC | 0.23% | Reduce -0.9% | 8,715 | $494K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,648 | $490K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -1.0% | 8,569 | $486K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.7% | 7,921 | $458K |
| Advyzon Investment Management, LLC | 0.04% | Add +75.3% | 8,053 | $457K |
| Brooklyn Investment Group | 0.01% | New | 7,935 | $450K |
| Globeflex Capital L P | 0.07% | No change | 7,933 | $450K |
| Stirlingshire Investments, Inc. | 0.39% | Add +56.4% | 7,851 | $445K |
| Evolve Private Wealth, LLC | 0.02% | No change | 7,725 | $438K |
| Cynosure Group, LLC | 0.05% | New | 7,490 | $425K |
| Bank of Montreal | 0.00% | Add +13.1% | 7,425 | $421K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.5% | 7,393 | $419K |
| State of Wisconsin Investment Board | 0.00% | Add +66.2% | 7,134 | $405K |
| Cwm, LLC | 0.00% | Add +7.7% | 7,038 | $399K |
| National Bank of Canada | 0.00% | Reduce -9.6% | 7,031 | $399K |
| Keybank National Association | 0.00% | Reduce -6.7% | 7,010 | $398K |
| Blue Trust, Inc. | 0.00% | Reduce -1.6% | 6,943 | $394K |
| Bill Few Associates, Inc. | 0.09% | New | 6,783 | $385K |
| Principal Securities, Inc. | 0.01% | New | 6,760 | $383K |
| Signaturefd, LLC | 0.01% | Add +39.0% | 6,562 | $372K |
| Manning & Napier Advisors LLC | 0.01% | No change | 6,619 | $372K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.0% | 6,478 | $367K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.1% | 6,428 | $365K |
| Prelude Capital Management, LLC | 0.03% | New | 6,365 | $361K |
| RiverFront Investment Group, LLC | 0.01% | Add +9.2% | 6,272 | $356K |
| SYM FINANCIAL Corp | 0.04% | Add +0.4% | 6,232 | $353K |
| Federated Hermes, Inc. | 0.00% | No change | 5,943 | $337K |
| Outlook Wealth Advisors, LLC | 0.08% | Add +0.5% | 5,893 | $334K |
| Claro Advisors Inc. | 0.04% | New | 5,560 | $315K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 5,536 | $314K |
| BTG Pactual Asset Management US LLC | 0.03% | Add +0.6% | 5,523 | $313K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 5,494 | $312K |
| Securian Asset Management, Inc. | 0.01% | Add +2.1% | 5,447 | $309K |
| Jones Financial Companies LLLP | 0.00% | Add +13.5% | 5,513 | $309K |
| Lawood & Co. | 0.28% | No change | 5,332 | $302K |
| Atria Investments, Inc | 0.00% | Add +0.9% | 5,319 | $302K |
| Graham Capital Management, L.P. | 0.01% | Reduce -24.7% | 5,135 | $291K |
| Hardy Reed LLC | 0.02% | Reduce -0.1% | 5,086 | $288K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.2% | 5,062 | $287K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.8% | 5,027 | $285K |
| Park Avenue Securities LLC | 0.00% | New | 5,026 | $285K |
| Composition Wealth, LLC | 0.00% | New | 5,000 | $284K |
| Vision Financial Markets LLC | 0.27% | No change | 4,818 | $273K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -15.9% | 4,763 | $270K |
| TD Private Client Wealth LLC | 0.01% | Reduce -3.2% | 4,652 | $264K |
| Rockefeller Capital Management L.P. | 0.00% | Add +357.3% | 4,555 | $258K |
| Paragon Capital Management Ltd | 0.05% | Reduce -4.5% | 4,492 | $255K |
| Baron Wealth Management LLC | 0.07% | New | 4,399 | $249K |
| EntryPoint Capital, LLC | 0.07% | No change | 4,392 | $249K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | No change | 4,297 | $244K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.7% | 4,246 | $241K |
| Nuveen, LLC | 0.00% | New | 4,181 | $237K |
| Amundi | 0.00% | New | 4,096 | $232K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -37.1% | 4,088 | $232K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 4,000 | $227K |
| Insigneo Advisory Services, LLC | 0.02% | New | 3,893 | $221K |
| Moran Wealth Management, LLC | 0.01% | New | 3,873 | $220K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -6.4% | 3,814 | $216K |
| State of Wyoming | 0.03% | Reduce -42.8% | 3,812 | $216K |
| Simmons Bank | 0.01% | New | 3,790 | $215K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,693 | $211K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.6% | 3,682 | $209K |
| Rehmann Capital Advisory Group | 0.01% | New | 3,661 | $208K |
| Xponance LLC | 0.00% | New | 3,605 | $204K |
| Kathmere Capital Management, LLC | 0.01% | New | 3,573 | $203K |
| Acadian Asset Management LLC | 0.00% | Reduce -89.3% | 3,577 | $202K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -36.3% | 3,136 | $178K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +66.7% | 3,012 | $171K |
| GAMMA Investing LLC | 0.01% | Add +8.5% | 2,967 | $168K |
| KBC Group NV | 0.00% | No change | 2,689 | $152K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.8% | 2,448 | $139K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -25.3% | 2,290 | $130K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -26.7% | 2,184 | $124K |
| UMB Bank, n.a. | 0.00% | Add +1.6% | 1,993 | $113K |
| Quadrant Capital Group LLC | 0.00% | Add +278.4% | 1,578 | $89K |
| AdvisorNet Financial, Inc | 0.00% | Add +38.4% | 1,563 | $89K |
| Simplex Trading, LLC | 0.00% | New | 1,479 | $84K |
| Park Place Capital Corp | 0.02% | New | 1,420 | $81K |
| Parkside Financial Bank & Trust | 0.01% | Add +66.9% | 1,415 | $80K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +36.8% | 1,382 | $78K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -24.6% | 1,312 | $74K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -70.9% | 1,231 | $70K |
| Neo Ivy Capital Management | 0.02% | New | 1,200 | $68K |
| CFG Wealth Management Services, Inc. | 0.06% | New | 1,090 | $62K |
| WealthCollab, LLC | 0.02% | No change | 921 | $52K |
| New York State Common Retirement Fund | 0.00% | New | 912 | $52K |
| City State Bank | 0.01% | Reduce -14.1% | 885 | $50K |
| MAI Capital Management | 0.00% | Add +147.6% | 827 | $47K |
| Hantz Financial Services, Inc. | 0.00% | Add +83.3% | 777 | $44K |
| Assetmark, Inc. | 0.00% | Add +9.2% | 763 | $43K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 615 | $35K |
| Root Financial Partners, LLC | 0.00% | Add +71.0% | 571 | $32K |
| Allworth Financial LP | 0.00% | Add +20.0% | 553 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 536 | $30K |
| Daiwa Securities Group Inc. | 0.00% | No change | 519 | $29K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.9% | 439 | $25K |
| WPG Advisers, LLC | 0.02% | Reduce -2.9% | 438 | $25K |
| WFA of San Diego, LLC | 0.02% | No change | 435 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 428 | $24K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 400 | $23K |
| Intentional Wealth Strategies, LLC | 0.02% | — | 393 | $22K |
| CENTRAL TRUST Co | 0.00% | No change | 370 | $21K |
| Advisory Services Network, LLC | 0.00% | New | 351 | $20K |
| Bessemer Group Inc. | 0.00% | Add +48.9% | 335 | $19K |
| Richardson Financial Services Inc. | 0.01% | Reduce -24.5% | 302 | $17K |
| Danske Bank A/S | 0.00% | Reduce -81.3% | 300 | $17K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 262 | $15K |
| Harbour Investments, Inc. | 0.00% | Add +50.0% | 243 | $14K |
| CVA Family Office, LLC | 0.00% | Add +186.5% | 212 | $12K |
| Clearstead Trust, LLC | 0.00% | No change | 209 | $12K |
| Covestor Ltd | 0.01% | Add +6.6% | 193 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +72.5% | 169 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -1.9% | 155 | $9K |
| Private Trust Co. NA | 0.00% | No change | 145 | $8K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 141 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 140 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 139 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 134 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Add +95.2% | 123 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Add +23.9% | 114 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 111 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.1% | 104 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 98 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 93 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +165.6% | 85 | $5K |
| Essential Partners LLC | 0.00% | No change | 81 | $5K |
| Rothschild Investment LLC | 0.00% | Add +35.7% | 76 | $4K |
| Operose Advisors LLC | 0.00% | New | 67 | $4K |
| SHP Wealth Management | 0.00% | Reduce -8.2% | 67 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 62 | $4K |
| Wall Street Financial Group, Inc. | 0.00% | New | 53 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 53 | $3K |
| Navigoe, LLC | 0.00% | No change | 57 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | New | 52 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -57.9% | 51 | $3K |
| Nova Wealth Management, Inc. | 0.00% | New | 50 | $3K |
| Hilltop National Bank | 0.00% | No change | 50 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -79.8% | 48 | $3K |
| Basepoint Wealth LLC | 0.00% | Reduce -33.8% | 47 | $3K |
| Arax Advisory Partners | 0.00% | Add +150.0% | 45 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 40 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +29.0% | 40 | $2K |
| Quent Capital, LLC | 0.00% | No change | 35 | $2K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 25 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 24 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +150.0% | 20 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | New | 19 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +26.7% | 19 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +137.5% | 19 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.8% | 19 | $1K |
| Kilter Group LLC | 0.00% | No change | 18 | $1K |
| Avion Wealth | 0.00% | No change | 24 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 16 | $908 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -33.3% | 12 | $681 |
| Marquette Asset Management, LLC | 0.00% | New | 9 | $511 |
| HFM Investment Advisors, LLC | 0.00% | No change | 9 | $510 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 9 | $510 |
| True Wealth Design, LLC | 0.00% | No change | 7 | $397 |
| Curio Wealth, LLC | 0.00% | New | 4 | $227 |
| TopTier Wealth Management, LLC | 0.00% | New | 4 | $227 |
| Signature Equity Partners, LLC | 0.00% | New | 4 | $227 |
| Raffa Wealth Management, LLC | 0.00% | New | 3 | $170 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $90 |
"% of holder's portfolio" is FHI's weight in each manager's 13F, not the share of Federated Hermes Inc. the manager owns.