FHI — Federated Hermes Inc Institutional Holders · Q3 2026
Who owns Federated Hermes Inc (FHI)? 11 institutions reported holding $13.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($5.8M), Vista Investment Partners LLC ($4.6M), Mfa Wealth Advisors, LLC ($1.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $5.8M | 102,693 | Added |
| 2 | VISTA INVESTMENT PARTNERS LLC | $4.6M | 81,222 | Trimmed |
| 3 | MFA WEALTH ADVISORS, LLC | $1.6M | 27,950 | Hold |
| 4 | Farther Finance Advisors, LLC | $666,355 | 11,821 | Added |
| 5 | Bill Few Associates, Inc. | $433,098 | 7,683 | Trimmed |
| 6 | LAWOOD & CO | $294,928 | 5,232 | Trimmed |
| 7 | GAMMA Investing LLC | $167,532 | 2,972 | Added |
| 8 | Rosenberg Matthew Hamilton | $7,835 | 139 | Hold |
| 9 | Versant Capital Management, Inc | $6,032 | 107 | Added |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $2,932 | 52 | Hold |
| 11 | MassMutual Private Wealth & Trust, FSB | $507 | 9 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30