Filing Research | FHI - FEDERATED HERMES, INC Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	FOUNDATION RESOURCE MANAGEMENT INC	Shares	380.1KSH	$21.0M
2	BURNEY CO/	Shares	102.4KSH	$5.7M
3	Alpha Omega Wealth Management LLC	Shares	90.5KSH	$5.0M
4	VISTA INVESTMENT PARTNERS LLC	Shares	85.5KSH	$4.7M
5	CONGRESS ASSET MANAGEMENT CO	Shares	84.7KSH	$4.7M
6	Murphy Pohlad Asset Management LLC	Shares	66.7KSH	$3.7M
7	Mirae Asset Global Investments Co., Ltd.	Shares	60.5KSH	$3.3M
8	VISTA INVESTMENT PARTNERS II, LLC	Shares	54.5KSH	$3.0M
9	QRG CAPITAL MANAGEMENT, INC.	Shares	49.1KSH	$2.7M
10	Robeco Institutional Asset Management B.V.	Shares	48.4KSH	$2.7M
11	ABLE Financial Group, LLC	Shares	43.8KSH	$2.4M
12	Morningstar Investment Management LLC	Shares	39.9KSH	$2.3M
13	Sequoia Financial Advisors, LLC	Shares	38.6KSH	$2.1M
14	Vest Financial, LLC	Shares	33.0KSH	$1.8M
15	CWA Asset Management Group, LLC	Shares	29.9KSH	$1.6M
16	Radnor Capital Management, LLC	Shares	28.7KSH	$1.6M
17	MFA WEALTH ADVISORS, LLC	Shares	27.9KSH	$1.5M
18	Taylor Frigon Capital Management LLC	Shares	27.6KSH	$1.5M
19	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	24.2KSH	$1.3M
20	Louisiana State Employees Retirement System	Shares	21.2KSH	$1.2M
21	Palisade Asset Management, LLC	Shares	20.9KSH	$1.2M
22	Marshall Financial Group, LLC	Shares	20.5KSH	$1.1M
23	NOVEM GROUP	Shares	20.2KSH	$1.1M
24	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.1KSH	$1.1M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.3KSH	$957.4K
26	1620 INVESTMENT ADVISORS, INC.	Shares	17.2KSH	$948.8K
27	Diversified Trust Co	Shares	11.7KSH	$645.2K
28	ANCHYRA PARTNERS LLC	Shares	11.5KSH	$636.4K
29	Farther Finance Advisors, LLC	Shares	10.9KSH	$601.1K
30	MBM WEALTH CONSULTANTS, LLC	Shares	10.8KSH	$598.6K
31	Confluence Wealth Services, Inc.	Shares	9.2KSH	$505.9K
32	Archford Capital Strategies, LLC	Shares	9.0KSH	$499.0K
33	JAMES INVESTMENT RESEARCH, INC.	Shares	9.0KSH	$494.3K
34	SIGNATUREFD, LLC	Shares	8.9KSH	$493.5K
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.0KSH	$479.0K
36	Bill Few Associates, Inc.	Shares	7.8KSH	$429.8K
37	Blue Trust, Inc.	Shares	6.8KSH	$377.1K
38	Composition Wealth, LLC	Shares	5.7KSH	$316.0K
39	SECURIAN ASSET MANAGEMENT, INC	Shares	5.3KSH	$313.5K
40	Gilman Hill Asset Management, LLC	Shares	5.5KSH	$303.4K
41	LAWOOD & CO	Shares	5.3KSH	$294.4K
42	Crossmark Global Holdings, Inc.	Shares	5.0KSH	$277.6K
43	VISION FINANCIAL MARKETS LLC	Shares	4.8KSH	$266.4K
44	Gallacher Capital Management LLC	Shares	4.7KSH	$261.8K
45	Baron Wealth Management LLC	Shares	4.5KSH	$251.0K
46	GUYASUTA INVESTMENT ADVISORS INC	Shares	4.0KSH	$220.9K
47	Fragasso Financial Advisors Inc	Shares	3.9KSH	$212.8K
48	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.9KSH	$160.4K
49	GAMMA Investing LLC	Shares	2.9KSH	$160.4K
50	Cape Investment Advisory, Inc.	Shares	2.2KSH	$120.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 87 loaded

#		Instrument
1	Confluence Wealth Services, Inc. new	Shares	+9.2K	+$505.9K	$505.9K
2	Mirae Asset Global Investments Co., Ltd. added	Shares	+8.8K	+$408.8K	$3.3M
3	QRG CAPITAL MANAGEMENT, INC. added	Shares	+6.4K	+$291.1K	$2.7M
4	ABLE Financial Group, LLC added	Shares	+6.0K	+$273.3K	$2.4M
5	Gallacher Capital Management LLC new	Shares	+4.7K	+$261.8K	$261.8K
6	Fragasso Financial Advisors Inc new	Shares	+3.9K	+$212.8K	$212.8K
7	SIGNATUREFD, LLC added	Shares	+2.4K	+$121.4K	$493.5K
8	Cape Investment Advisory, Inc. new	Shares	+2.2K	+$120.3K	$120.3K
9	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+1.9K	+$72.2K	$1.3M
10	MFA WEALTH ADVISORS, LLC added	Shares	+2.0K	+$71.8K	$1.5M
11	Farther Finance Advisors, LLC added	Shares	+1.6K	+$65.3K	$601.1K
12	Bill Few Associates, Inc. added	Shares	+1.0K	+$45.1K	$429.8K
13	Composition Wealth, LLC added	Shares	+722	+$32.4K	$316.0K
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+456	+$21.5K	$160.4K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+124	+$21.1K	$479.0K
16	Diversified Trust Co added	Shares	+541	+$13.3K	$645.2K
17	SJS Investment Consulting Inc. added	Shares	+86	+$4.7K	$5.8K
18	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-106	+$4.6K	$313.5K
19	Creative Capital Management Investments LLC new	Shares	+34	+$1.9K	$1.9K
20	Baron Wealth Management LLC added	Shares	+146	+$1.5K	$251.0K
21	LRI Investments, LLC new	Shares	+7	+$387	$387
22	Sachetta, LLC new	Shares	+1	+$56	$56
23	PARK AVENUE SECURITIES LLC added	Shares	+721	+$32	$317
24	Morningstar Investment Management LLC unchanged	Shares	0	$0	$2.3M
25	True Wealth Design, LLC unchanged	Shares	0	-$10	$387
26	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$13	$497
27	Fortitude Family Office, LLC added	Shares	+2	-$16	$4.8K
28	State of Alaska, Department of Revenue trimmed	Shares	-191	-$27	$583
29	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$36	$1.3K
30	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$37	$1.4K
31	Hilltop National Bank unchanged	Shares	0	-$75	$2.8K
32	Nova Wealth Management, Inc. unchanged	Shares	0	-$75	$2.8K
33	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$77	$2.9K
34	Handelsbanken Fonder AB trimmed	Shares	-800	-$89	$1.6K
35	AMALGAMATED BANK trimmed	Shares	-845	-$91	$1.6K
36	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$92	$3.4K
37	Versant Capital Management, Inc unchanged	Shares	0	-$146	$5.4K
38	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$155	$5.7K
39	SBI Securities Co., Ltd. unchanged	Shares	0	-$170	$6.3K
40	Rosenberg Matthew Hamilton unchanged	Shares	0	-$207	$7.7K
41	TopTier Wealth Management, LLC exited	Shares	-4	-$227	$0
42	Marquette Asset Management, LLC exited	Shares	-9	-$511	$0
43	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-9.5K	-$654	$4.3K
44	Vermillion Wealth Management, Inc. trimmed	Shares	-4	-$875	$24.0K
45	Dogwood Wealth Management LLC trimmed	Shares	-20	-$1.3K	$5.7K
46	IFP Advisors, Inc trimmed	Shares	-25	-$1.6K	$6.0K
47	AdvisorNet Financial, Inc unchanged	Shares	0	-$2.3K	$86.3K
48	Physician Wealth Advisors, Inc. trimmed	Shares	-43	-$2.6K	$7.0K
49	Wall Street Financial Group, Inc. exited	Shares	-53	-$3.0K	$0
50	MBM WEALTH CONSULTANTS, LLC added	Shares	+217	-$3.8K	$598.6K

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