Federated Hermes, Inc.
FHI- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001056288
In the last 90 days, Federated Hermes, Inc. insiders filed 0 open-market purchases and 2 sales; 391 institutions reported holding it in 13F filings for Q2 2026, worth $3.68B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Federated Hermes, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 266
- −18 vs. Q1 2021
- Shares held
- 79.4M
- +1.17M (+1.5%) vs. Q1 2021
- Total value
- $2.69B
- +$244.4M (+10.0%) vs. Q1 2021
- New holders
- 33
- 83 more added
- Sold out
- 51
- 118 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FHI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 391 | $3.68B |
| Q1 2026 | 400 | $3.71B |
| Q4 2025 | 383 | $3.56B |
| Q3 2025 | 371 | $3.55B |
| Q2 2025 | 364 | $2.90B |
| Q1 2025 | 321 | $2.55B |
| Q4 2024 | 328 | $2.66B |
| Q3 2024 | 295 | $2.33B |
| Q2 2024 | 311 | $2.11B |
| Q1 2024 | 316 | $2.32B |
| Q4 2023 | 322 | $2.16B |
| Q3 2023 | 309 | $2.24B |
| Q2 2023 | 339 | $2.43B |
| Q1 2023 | 319 | $2.94B |
| Q4 2022 | 312 | $2.56B |
| Q3 2022 | 279 | $2.33B |
| Q2 2022 | 259 | $2.32B |
| Q1 2022 | 261 | $2.59B |
| Q4 2021 | 261 | $2.91B |
| Q3 2021 | 249 | $2.57B |
| Q2 2021 | 266 | $2.69B |
| Q1 2021 | 285 | $2.45B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Regency Capital Management Inc. | 10 | $0 | 0.00% | −36−78.3% | Reduced |
| Kelly Financial Services LLC | 10,892 | $321 | 0.01% | +10,571+3,293.1% | Added |
| Assetmark, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 54 | $2.00K | 0.00% | +54 | New |
| Concord Wealth Partners | 47 | $2.00K | 0.00% | +47 | New |
| Steward Partners Investment Advisory, LLC | 100 | $3.00K | 0.00% | −90−47.4% | Reduced |
| Aua Capital Management, LLC | 90 | $3.00K | 0.00% | −59−39.6% | Reduced |
| Winch Advisory Services, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 102 | $3.00K | 0.00% | +24+30.8% | Added |
| Roble, Belko & Company, Inc | 75 | $3.00K | 0.00% | +75 | New |
| First Horizon Advisors, Inc. | 125 | $4.00K | 0.00% | −302−70.7% | Reduced |
| Berman Capital Advisors, LLC | 152 | $5.00K | 0.00% | +1+0.7% | Added |
| Rosenberg Matthew Hamilton | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $5.00K | 0.01% | +150 | New |
| Barclays PLC | 178 | $6.00K | 0.00% | −132,737−99.9% | Reduced |
| Huntington National Bank | 179 | $6.00K | 0.00% | −600−77.0% | Reduced |
| Quadrant Capital Group LLC | 200 | $7.00K | 0.00% | −297−59.8% | Reduced |
| Harbour Investments, Inc. | 202 | $7.00K | 0.00% | −25−11.0% | Reduced |
| CWM, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 244 | $8.00K | 0.00% | −300−55.1% | Reduced |
| Advisory Services Network, LLC | 337 | $11.0K | 0.00% | −37,349−99.1% | Reduced |
| Parallel Advisors, LLC | 365 | $12.0K | 0.00% | +50+15.9% | Added |
| Global Retirement Partners, LLC | 403 | $14.0K | 0.00% | +3+0.8% | Added |
| Signaturefd, LLC | 404 | $14.0K | 0.00% | +16+4.1% | Added |
| BBVA USA | 448 | $15.0K | 0.00% | +448 | New |
| Baystate Wealth Management LLC | 479 | $16.0K | 0.00% | +4+0.8% | Added |
| Rockefeller Capital Management L.P. | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 530 | $18.0K | 0.00% | +530 | New |
| Group One Trading, L.P. | 645 | $22.0K | 0.00% | −1,100−63.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 730 | $25.0K | 0.00% | −4,873−87.0% | Reduced |
| S.A. Mason LLC | 785 | $27.0K | 0.02% | +5+0.6% | Added |
| Meeder Asset Management Inc | 948 | $32.0K | 0.00% | −290−23.4% | Reduced |
| Spire Wealth Management | 950 | $32.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $34.0K | 0.00% | +1,000 | New |
| JJJ Advisors Inc. | 1,733 | $59.0K | 0.02% | +404+30.4% | Added |
| FORA Capital, LLC | 1,770 | $60.0K | 0.01% | +1,770 | New |
| Van Eck Associates Corp | 2,256 | $76.0K | 0.00% | +1,442+177.1% | Added |
| Captrust Financial Advisors | 3,206 | $109.0K | 0.00% | −8−0.2% | Reduced |
| Macquarie Group Ltd | 3,568 | $121.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 4,000 | $136.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,000 | $203.0K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,147 | $208.0K | 0.00% | +2,295+59.6% | Added |
| Susquehanna International Group, LLP | 6,132 | $208.0K | 0.00% | +6,132 | New |
| Cubist Systematic Strategies, LLC | 6,188 | $210.0K | 0.00% | −41,759−87.1% | Reduced |
| Simplex Trading, LLC | 6,216 | $210.0K | 0.01% | +6,216 | New |
| US Bancorp | 6,229 | $211.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 6,300 | $214.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,398 | $217.0K | 0.00% | +6,398 | New |
| Public Employees Retirement System of Ohio | 6,650 | $226.0K | 0.00% | +485+7.9% | Added |
| Bickling Financial Services, Inc. | 7,173 | $243.0K | 0.11% | +7,173 | New |
| Fifth Third Bancorp | 7,300 | $248.0K | 0.00% | −2,200−23.2% | Reduced |
| Jane Street Group, LLC | 7,366 | $250.0K | 0.00% | −21,637−74.6% | Reduced |
| Marshall Wace North America L.P. | 7,436 | $252.0K | 0.00% | −236,791−97.0% | Reduced |
| Fieldpoint Private Securities, LLC | 7,796 | $260.0K | 0.06% | +32+0.4% | Added |
| Advisor Group Holdings, Inc. | 7,778 | $264.0K | 0.00% | −5,442−41.2% | Reduced |
| Crossmark Global Holdings, Inc. | 7,984 | $271.0K | 0.01% | 00.0% | Unchanged |
| IMS Capital Management | 8,045 | $273.0K | 0.16% | −6−0.1% | Reduced |
| Jefferies Group LLC | 8,097 | $274.6K | 0.00% | +8,097 | New |
| Cullen/Frost Bankers, Inc. | 8,100 | $275.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,165 | $277.0K | 0.01% | +8,165 | New |
| Citadel Advisors LLC | 8,475 | $288.0K | 0.00% | −80,451−90.5% | Reduced |
| Securian Asset Management, Inc | 8,598 | $292.0K | 0.01% | −249−2.8% | Reduced |
| Profund Advisors LLC | 8,617 | $293.0K | 0.01% | −175−2.0% | Reduced |
| Eukles Asset Management | 8,729 | $296.0K | 0.16% | +488+5.9% | Added |
| Aufman Associates Inc | 9,223 | $313.0K | 0.24% | −1,802−16.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,345 | $317.0K | 0.00% | +875+10.3% | Added |
| Janus Henderson Group PLC | 9,361 | $317.0K | 0.00% | +1,199+14.7% | Added |
| Whitener Capital Management, Inc. | 9,600 | $325.0K | 0.13% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,092 | $342.0K | 0.00% | −1,091−9.8% | Reduced |
| Quadrature Capital Ltd | 10,145 | $344.0K | 0.01% | +10,145 | New |
| Wealthcare Advisory Partners LLC | 10,424 | $353.0K | 0.02% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,929 | $371.0K | 0.02% | −330,211−96.8% | Reduced |
| Cim Investment Mangement Inc | 10,987 | $373.0K | 0.12% | 00.0% | Unchanged |
| Alps Advisors Inc | 11,019 | $374.0K | 0.00% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 11,440 | $388.0K | 0.32% | +1,611+16.4% | Added |
| Northwestern Mutual Wealth Management Co | 11,578 | $392.0K | 0.00% | +1,888+19.5% | Added |
| Tower Research Capital LLC (TRC) | 11,713 | $397.0K | 0.01% | −4,780−29.0% | Reduced |
| Envestnet Asset Management Inc | 12,070 | $409.0K | 0.00% | −29,648−71.1% | Reduced |
| HSBC Holdings PLC | 12,272 | $415.0K | 0.00% | +12,272 | New |
| Teacher Retirement System of Texas | 12,580 | $427.0K | 0.00% | +1,849+17.2% | Added |
| DuPont Capital Management Corp | 12,618 | $428.0K | 0.01% | −24,482−66.0% | Reduced |
| Northwest Investment Counselors, LLC | 12,640 | $429.0K | 0.12% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 12,839 | $435.0K | 0.15% | −9,697−43.0% | Reduced |
| Eqis Capital Management, Inc. | 12,990 | $440.0K | 0.03% | −6,603−33.7% | Reduced |
| Wealthstar Advisors, LLC | 13,000 | $440.0K | 0.17% | +13,000 | New |
| First National Trust Co | 13,076 | $444.0K | 0.03% | +400+3.2% | Added |
| Unison Advisors LLC | 13,817 | $469.0K | 0.09% | +124+0.9% | Added |
| State of Alaska, Department of Revenue | 14,493 | $491.0K | 0.00% | −250−1.7% | Reduced |
| AMP Capital Investors Ltd | 14,686 | $498.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 14,860 | $504.0K | 0.01% | +4,463+42.9% | Added |
| Public Employees Retirement Association of Colorado | 15,147 | $514.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 15,581 | $528.0K | 0.01% | −115−0.7% | Reduced |
| Blueshift Asset Management, LLC | 15,794 | $536.0K | 0.03% | −6,338−28.6% | Reduced |
| Ci Investments Inc. | 16,110 | $546.0K | 0.00% | −705−4.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,164 | $548.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 16,192 | $549.0K | 0.02% | +2,998+22.7% | Added |
| McMahon Financial Advisors, LLC | 16,400 | $556.0K | 0.25% | +2,250+15.9% | Added |