Reported value
$3.8M
Institutional 13F value
Stock ownership · SEC 13F · Q4 2025
Who owns FEDERATED HERMES INC (CUSIP 314211103)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
The verdict
As of Q4 2025, 3 institutions report $3.8M in FEDERATED HERMES INC positions, ownership that is dominated by its top few institutional owners.
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Reported value
$3.8M
Institutional 13F value
Institutions
3
Reporting holders
Top-5 concentration
100%
Held by 5 largest
New buyers
2
Opened Q4 2025
The number of institutions reporting a FEDERATED HERMES INC position has risen from 2 to 3 over the last 8 quarters of 13F filings.
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | DGS Capital Management, LLC | 64,207 | $3.3M | 87.8% |
| 2 | Pacer Advisors, Inc. | 8,837 | $460K | 12.1% |
| 3 | Bell Investment Advisors, Inc | 93 | $5K | 0.1% |
What the data says about FEDERATED HERMES INC
This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.
Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.