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Equibles

Creative Planning

Position in FHI — Federated Hermes, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to FHI Full portfolio

Position in FHI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,431,756
+$673,155 QoQ
Shares Held
62,147
+27.8% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 392 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in FHI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. FHI ranks #33 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in FHI

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,431,756 62,147
2026-03-31 $2,758,601 48,644
2025-12-31 $2,194,438 42,144
2025-09-30 $1,520,873 29,287
2025-06-30 $945,743 21,339
2025-03-31 $896,165 21,981
2024-12-31 $839,588 20,423
2024-09-30 $658,109 17,898
2024-06-30 $763,341 23,216
2024-03-31 $841,017 23,284
2023-12-31 $765,201 22,599
2023-09-30 $918,351 27,114
2023-06-30 $878,001 24,491
2023-03-31 $980,419 24,425
2022-12-31 $1,196,741 32,959
2022-09-30 $1,126,344 34,008
2022-06-30 $990,258 31,150
2022-03-31 $1,058,176 31,068
2021-12-31 $1,153,668 30,699
2021-09-30 $997,717 30,699
2021-06-30 $1,512,691 44,609
2021-03-31 $684,875 21,881
2020-12-31 $825,791 28,584
2020-09-30 $560,400 26,053