FHI · Company research
Federated Hermes, Inc. (FHI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 635 | 35065 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| DIVERSIFIED TRUST CO | 1479844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11685 | 645245 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96168 | 5310397 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5316 | 293550 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1393107 | 30606561 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53859 | 2974094 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10500 | 579810 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1033467 | 38579323 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3551578 | 196118138 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1288 | 71123 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 2761 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13435 | 741881 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1070489 | 59112403 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13631 | 488780 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114346 | 6314186 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1588 | 49847 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33686 | 1860141 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 163650 | 9036753 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168682 | 5618797 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| LAWOOD & CO | 2109484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4960 | 273891 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 2982 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1439782 | 79521377 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2006218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12048 | 302334 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7297 | 402963 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3416136 | 107232516 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77406 | 4274359 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VISTA INVESTMENT PARTNERS LLC | 2023386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85511 | 4723445 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 354522 | 19580131 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 448455 | 24763685 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JAMES INVESTMENT RESEARCH, INC. | 810384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8952 | 494329 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MBM WEALTH CONSULTANTS, LLC | 1762068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10840 | 598585 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Hardy Reed LLC | 1761871 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5098 | 281512 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136051 | 7512736 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 329300 | 18183946 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155 | 8559 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 318454 | 11645863 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ROYCE & ASSOCIATES LP | 906304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 304719 | 16826583 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2646942 | 146164137 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 884 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 568 | 31361 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Somerset Trust Co | 1597099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41107 | 1369274 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30454 | 1681670 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1091662 | 40751746 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BlueStem Wealth Partners, LLC | 1977465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186718 | 6560234 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37927 | 2094329 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19503 | 1076956 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Medallion Wealth Advisors, LLC | 2131139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 55 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 2871 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Amova Asset Management Americas, Inc. | 1480751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1527 | 84321 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NorthRock Partners, LLC | 1632097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4800 | 265056 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285506 | 15765641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22141 | 1222626 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4520641 | 81866 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26173 | 1445273 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 1056823 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8419 | 464897 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 974981 | 32476617 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 994 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Taylor Frigon Capital Management LLC | 1632665 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27573 | 1522555 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1352662 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19411 | 1071875 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 2 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ABLE Financial Group, LLC | 1977500 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43773 | 2417145 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141837 | 7832239 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Connor, Clark & Lunn Investment Management Ltd. | 1596800 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46124 | 2546967 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Stirlingshire Investments, Inc. | 1829271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11692 | 645658 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 2871 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 2209 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Claro Advisors Inc. | 1764386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30906 | 970149 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71360 | 3940499 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 370 | 20432 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Ackerman Capital Advisors, LLC | 1699506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27495 | 315918 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41420 | 2287250 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Baird Financial Group, Inc. | 1648711 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28476 | 1572445 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 2540 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Intellus Advisors LLC | 2055137 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 784675 | 29291918 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Thomas J. Herzfeld Advisors, Inc. | 1509510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66149 | 760052 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104577 | 5774742 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Focus Partners Advisor Solutions, LLC | 1868872 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12533 | 440339 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 982725 | 54266075 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOURPATH CAPITAL MANAGEMENT, LLC | 1894484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 394100 | 12370798 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Advisors Preferred, LLC | 1598841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6420 | 363372 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.