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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 130,442 | $4.42M | 0.01% | −13,285−9.2% | Reduced |
| New York State Common Retirement Fund | 133,014 | $4.51M | 0.00% | −31,166−19.0% | Reduced |
| Denali Advisors LLC | 134,900 | $4.57M | 1.75% | −7,100−5.0% | Reduced |
| LSV Asset Management | 135,900 | $4.61M | 0.01% | +43,100+46.4% | Added |
| New York State Teachers Retirement System | 139,063 | $4.72M | 0.01% | −24,845−15.2% | Reduced |
| Legal & General Group Plc | 145,954 | $4.95M | 0.00% | −116,062−44.3% | Reduced |
| Manufacturers Life Insurance Company, The | 153,582 | $5.21M | 0.00% | −3,647−2.3% | Reduced |
| Ledyard National Bank | 164,193 | $5.57M | 0.57% | +164,193 | New |
| Murphy Pohlad Asset Management LLC | 181,586 | $6.16M | 2.49% | −2,950−1.6% | Reduced |
| Truist Financial Corp | 189,421 | $6.42M | 0.01% | +107,008+129.8% | Added |
| Prana Capital Management, LP | 196,961 | $6.68M | 0.46% | +105,991+116.5% | Added |
| Swiss National Bank | 208,017 | $7.05M | 0.00% | −7,200−3.3% | Reduced |
| Balyasny Asset Management LLC | 210,836 | $7.15M | 0.04% | +210,836 | New |
| First Trust Advisors LP | 211,313 | $7.17M | 0.01% | +16,157+8.3% | Added |
| Ameriprise Financial Inc | 211,779 | $7.18M | 0.00% | −9,583−4.3% | Reduced |
| American International Group, Inc. | 218,082 | $7.39M | 0.03% | −28,593−11.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 226,145 | $7.67M | 0.02% | +13,200+6.2% | Added |
| Alliancebernstein L.P. | 235,586 | $7.99M | 0.00% | −2,890−1.2% | Reduced |
| Morgan Stanley | 236,044 | $8.00M | 0.00% | +63,632+36.9% | Added |
| Prudential Financial Inc | 251,497 | $8.53M | 0.01% | −1,510,336−85.7% | Reduced |
| Brandywine Global Investment Management, LLC | 256,084 | $8.68M | 0.06% | +114,090+80.3% | Added |
| Country Club Trust Company, n.a. | 267,516 | $9.00M | 0.78% | −1,528−0.6% | Reduced |
| Interval Partners, LP | 265,948 | $9.02M | 0.55% | +265,948 | New |
| Rhumbline Advisers | 290,182 | $9.84M | 0.01% | +905+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 293,299 | $9.95M | 0.11% | +293,299 | New |
| The PNC Financial Services Group, Inc. | 302,880 | $10.3M | 0.01% | −3,143−1.0% | Reduced |
| Gillson Capital LP | 328,307 | $11.1M | 1.04% | +328,307 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 355,203 | $12.0M | 0.06% | −8,300−2.3% | Reduced |
| Azora Capital LP | 356,131 | $12.1M | 1.88% | +356,131 | New |
| Foundation Resource Management Inc | 375,947 | $12.7M | 2.86% | −717−0.2% | Reduced |
| Hourglass Capital, LLC | 377,535 | $12.8M | 2.98% | +1,675+0.4% | Added |
| Sprott Inc. | 390,000 | $13.2M | 0.85% | +5,000+1.3% | Added |
| Bank of Montreal | 393,465 | $13.2M | 0.01% | +98,879+33.6% | Added |
| Bank of America Corp | 454,076 | $15.4M | 0.00% | −355,065−43.9% | Reduced |
| Prospector Partners LLC | 455,700 | $15.5M | 1.95% | +4,500+1.0% | Added |
| HighTower Advisors, LLC | 474,226 | $16.1M | 0.05% | +36,199+8.3% | Added |
| Royce & Associates LP | 475,218 | $16.1M | 0.11% | +450,555+1,826.8% | Added |
| Parametric Portfolio Associates LLC | 476,380 | $16.2M | 0.01% | −20,805−4.2% | Reduced |
| Basswood Capital Management, L.L.C. | 488,435 | $16.6M | 0.69% | +488,435 | New |
| Principal Financial Group Inc | 493,118 | $16.7M | 0.01% | +22,342+4.7% | Added |
| Panagora Asset Management Inc | 514,999 | $17.5M | 0.09% | +59,705+13.1% | Added |
| JPMorgan Chase & Co | 609,149 | $20.7M | 0.00% | −154,517−20.2% | Reduced |
| Schroder Investment Management Group | 631,538 | $21.4M | 0.03% | +67,520+12.0% | Added |
| Goldman Sachs Group Inc | 633,573 | $21.5M | 0.01% | −637,729−50.2% | Reduced |
| Commonwealth Equity Services, LLC | 708,316 | $24.0M | 0.06% | +143,034+25.3% | Added |
| AQR Capital Management LLC | 804,504 | $27.0M | 0.05% | −523,998−39.4% | Reduced |
| Norges Bank | 880,843 | $29.9M | 0.01% | −50,858−5.5% | Reduced |
| Nuveen Asset Management, LLC | 938,370 | $31.8M | 0.01% | −364,907−28.0% | Reduced |
| FIL Ltd | 941,560 | $31.9M | 0.03% | +732,668+350.7% | Added |
| Invesco Ltd. | 1,085,598 | $36.8M | 0.01% | −38,708−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,164,158 | $39.5M | 0.05% | +177,749+18.0% | Added |
| Victory Capital Management Inc | 1,414,158 | $48.0M | 0.05% | +973,846+221.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,481,675 | $50.2M | 0.33% | −691,012−31.8% | Reduced |
| Northern Trust Corp | 1,551,979 | $52.6M | 0.01% | +146,135+10.4% | Added |
| Geode Capital Management, LLC | 1,745,755 | $59.2M | 0.01% | −97,084−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,799,996 | $61.0M | 0.02% | +13,366+0.7% | Added |
| Dimensional Fund Advisors LP | 2,183,609 | $74.0M | 0.02% | −349,087−13.8% | Reduced |
| Burgundy Asset Management Ltd. | 2,259,106 | $76.6M | 0.75% | +160,007+7.6% | Added |
| Bank of New York Mellon Corp | 2,482,149 | $84.2M | 0.02% | +85,649+3.6% | Added |
| State Street Corp | 2,978,933 | $101.0M | 0.01% | +31,688+1.1% | Added |
| Ruffer LLP | 3,195,802 | $108.4M | 3.04% | +3,195,802 | New |
| Great West Life Assurance Co | 3,208,260 | $108.7M | 0.25% | −70,115−2.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,440,227 | $116.7M | 30.22% | −1,554,015−31.1% | Reduced |
| FMR LLC | 3,841,885 | $130.3M | 0.01% | +3,594,811+1,455.0% | Added |
| Vanguard Group Inc | 9,255,097 | $313.8M | 0.01% | −25,595−0.3% | Reduced |
| BlackRock Inc. | 12,599,167 | $427.2M | 0.01% | −616,634−4.7% | Reduced |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −546,627−100.0% | Sold out |
| Eagle Ridge Investment Management | 0 | $0 | 0.00% | −324,769−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −218,792−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −196,877−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −126,889−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −103,254−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −86,100−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −78,811−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −74,200−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −73,800−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −72,206−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −67,979−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −61,310−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −50,300−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −49,800−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −47,655−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −43,200−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −32,600−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −32,440−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −29,404−100.0% | Sold out |
| GoodHaven Capital Management, LLC | 0 | $0 | 0.00% | −27,235−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −25,450−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −22,541−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,445−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,748−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −15,283−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,916−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −11,480−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −10,104−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −8,966−100.0% | Sold out |