About this Fund
Federated Hermes Institutional Trust is a leading mutual fund company that specializes in providing a wide range of investment solutions to institutional clients, including corporations, foundations, and retirement plans. With a strong focus on asset management and wealth management, the company offers a diverse portfolio of mutual funds that cater to various investor needs and goals. The company's investment offerings include equity mutual funds, debt mutual funds, hybrid mutual funds, and other specialized funds, all designed to help investors achieve their long-term financial objectives. For instance, Federated Hermes Institutional Trust's equity mutual funds provide investors with the opportunity to invest in a broad range of stocks, from large-cap to small-cap and across various sectors, allowing for diversification and potential for long-term growth. On the other hand, the company's debt mutual funds offer a more conservative approach, investing in a portfolio of bonds and other fixed-income securities to provide regular income and relatively lower risk. Additionally, the company's hybrid mutual funds combine elements of both equity and debt mutual funds, providing a balanced approach to investing that can help mitigate risk while still pursuing growth opportunities.
The company's investment approach is centered around a rigorous research process, which involves a team of experienced investment professionals who work closely with clients to understand their unique needs and develop customized portfolio solutions. Federated Hermes Institutional Trust's investment team utilizes a combination of quantitative and qualitative analysis to identify attractive investment opportunities and construct portfolios that are designed to meet clients' specific objectives. The company's expertise in asset management and wealth management has earned it a reputation as a trusted partner for institutional investors, who value its ability to deliver strong investment performance and exceptional client service. Many investors also appreciate the convenience and discipline of systematic investment plans, or SIPs, which allow them to invest a fixed amount of money at regular intervals, regardless of market conditions. By offering a range of SIP options, Federated Hermes Institutional Trust helps investors to reduce timing risks and stay committed to their long-term investment goals. With its comprehensive range of mutual fund products, commitment to investment excellence, and dedication to client satisfaction, Federated Hermes Institutional Trust has established itself as a leading player in the asset management industry, and investors trust the company to help them navigate the complexities of the investment landscape and achieve their financial aspirations. The company's strong investment capabilities, combined with its passion for excellence and customer-centric approach, have enabled it to build long-term relationships with its clients, who appreciate the company's ability to provide personalized investment solutions that meet their unique needs and goals. As a result, Federated Hermes Institutional Trust has become a preferred partner for institutional investors seeking to achieve their investment objectives and create lasting value for their stakeholders.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
1 positions
| # |
Security Name |
CUSIP |
Asset Type |
Weight % |
Value ($M) |
Quantity |
| 1 |
BMO
Bank of Montreal
Since 2026-05-10
|
— |
RA |
13.02%
|
$300.00 |
300,000,000 |
Frequently Asked Questions — Federated Hermes Institutional Trust
What type of mutual fund is Federated Hermes Institutional Trust?
Federated Hermes Institutional Trust is a SEC-registered Equity fund, with $2.3B in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, Federated Hermes Institutional Trust holds 1 portfolio positions, all detailed in the holdings table on this page.
What are Federated Hermes Institutional Trust's assets under management (AUM)?
Federated Hermes Institutional Trust has $2.3B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Federated Hermes Institutional Trust's top holdings?
According to Federated Hermes Institutional Trust's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
Bank of Montreal
.
The complete list of all 1 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Federated Hermes Institutional Trust's expense ratio?
Expense ratio data for Federated Hermes Institutional Trust is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Federated Hermes Institutional Trust's SEC filings?
Federated Hermes Institutional Trust is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000925723.
You can access all of Federated Hermes Institutional Trust's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0000925723).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Federated Hermes Institutional Trust's holdings data on StockSifting?
Holdings data for Federated Hermes Institutional Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.