Position in FHI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,382,246
-$11,483 QoQ
Shares Held
43,141
+2.2% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#109
of 391 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $54,580,826 across 20 Asset Management names. FHI ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
76,555 | $9,008,226 | |
| 2 | SEIC |
Sei Investments Co
|
86,966 | $7,627,787 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
20,628 | $6,980,515 | |
| 4 | STT |
State Street Corp
|
35,317 | $5,989,763 | |
| 5 | BLK |
BlackRock, Inc.
|
5,865 | $5,639,549 | |
| 6 | APO |
Apollo Global Management, Inc.
|
36,147 | $4,276,551 | |
| 7 | NTRS |
Northern Trust Corp
|
14,267 | $2,480,175 | |
| 8 | FHI |
Federated Hermes, Inc.
This page
|
43,141 | $2,382,246 |
All Filings in FHI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,382,246 | 43,141 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,393,729 | 42,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,592,821 | 30,590 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,081,146 | 40,076 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,673,877 | 37,768 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||