MORGAN STANLEY

Position in FHI — Federated Hermes, Inc.

CIK 895421 NEW YORK, NY

Back to FHI Full portfolio

Position in FHI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$48,008,595

+$5,882,825 QoQ

Shares Held

869,406

+17.0% QoQ

Ownership

1.16%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#21

of 392 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Common Shares in FHI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. FHI ranks #88 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	34,842,332	$4,099,897,196
2	BLK	BlackRock, Inc.	3,487,404	$3,353,348,182
3	APO	Apollo Global Management, Inc.	8,937,664	$1,057,415,020
4	KKR	KKR & Co. Inc.	9,004,913	$826,470,907
5	STT	State Street Corp	4,731,988	$802,545,157
6	AMP	Ameriprise Financial Inc	1,743,842	$800,004,946
7	BN	BROOKFIELD Corp /ON/	13,738,306	$585,114,445
8	AMG	Affiliated Managers Group, Inc.	1,487,219	$503,274,901

All Filings in FHI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,008,595	869,406	+17.0%	Shares	Defined	2026-08-13
2026-03-31	$42,125,770	742,828	-10.0%	Shares	Defined	2026-05-15
2025-12-31	$42,981,281	825,452	-10.8%	Shares	Defined	2026-05-27
2025-09-30	$48,080,423	925,870	+18.7%	Shares	Defined	2026-05-27
2025-06-30	$34,563,701	779,867	+9.2%	Shares	Defined	2025-08-15
2025-03-31	$29,110,754	714,024	+4.6%	Shares	Defined	2025-05-15
2024-12-31	$28,073,192	682,880	-38.5%	Shares	Defined	2025-05-15
2024-09-30	$40,841,941	1,110,741	-15.4%	Shares	Defined	2025-05-14
2024-06-30	$43,157,921	1,312,589	-12.2%	Shares	Defined	2025-05-14
2024-03-31	$54,004,270	1,495,135	-13.9%	Shares	Defined	2024-10-17
2023-12-31	$58,828,325	1,737,399	+65.4%	Shares	Defined	2024-08-16
2023-09-30	$35,580,700	1,050,508	-0.0%	Shares	Defined	2023-11-15
2023-06-30	$37,676,229	1,050,941	+28.5%	Shares	Defined	2023-08-14
2023-03-31	$32,820,344	817,647	+4.8%	Shares	Defined	2023-05-15
2022-12-31	$28,317,728	779,888	+114.0%	Shares	Defined	2023-02-14
2022-09-30	$12,071,540	364,479	-21.1%	Shares	Defined	2022-11-14
2022-06-30	$14,686,817	461,995	+33.9%	Shares	Defined	2022-10-27
2022-03-31	$11,756,010	345,156	+90.3%	Shares	Defined	2022-10-27
2021-12-31	$6,815,055	181,348	-18.6%	Shares	Defined	2022-02-14
2021-09-30	$7,236,740	222,669	-5.7%	Shares	Defined	2021-11-15
2021-06-30	$8,004,249	236,044	+36.9%	Shares	Defined	2021-08-23
2021-03-31	$5,396,491	172,412	-51.1%	Shares	Defined	2021-05-17
2020-12-31	$10,177,394	352,281	+2.3%	Shares	Defined	2021-02-16
2020-09-30	$7,406,192	344,314	+198.9%	Shares	Defined	2020-11-13
2020-06-30	$2,729,718	115,178	-77.9%	Shares	Defined	2020-08-14
2020-03-31	$9,935,525	521,550	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.