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 |
|---|---|---|---|---|---|
| Fortis Advisors, LLC | 54,599 | $1.85M | 1.07% | +50,096+1,112.5% | Added |
| Sound View Wealth Advisors Group, LLC | 53,523 | $1.81M | 0.38% | +20,070+60.0% | Added |
| Enterprise Trust & Investment Co | 52,300 | $1.77M | 0.73% | +5,000+10.6% | Added |
| SEI Investments Co | 52,083 | $1.77M | 0.00% | −33,879−39.4% | Reduced |
| Janney Montgomery Scott LLC | 52,123 | $1.77M | 0.01% | −58,941−53.1% | Reduced |
| Moody Aldrich Partners LLC | 51,937 | $1.76M | 0.25% | +15,239+41.5% | Added |
| Gyon Technologies Capital Management, LP | 51,859 | $1.76M | 0.58% | +51,859 | New |
| Hussman Strategic Advisors, Inc. | 51,400 | $1.74M | 0.36% | +400+0.8% | Added |
| CSM Advisors, LLC | 51,375 | $1.74M | 0.12% | −1,900−3.6% | Reduced |
| Comerica Bank | 51,274 | $1.68M | 0.01% | −1,112−2.1% | Reduced |
| D.A. Davidson & Co. | 45,361 | $1.54M | 0.02% | −211−0.5% | Reduced |
| UBS Group AG | 44,622 | $1.51M | 0.00% | −38,279−46.2% | Reduced |
| Creative Planning | 44,609 | $1.51M | 0.00% | +22,728+103.9% | Added |
| BNP Paribas Arbitrage, SA | 44,614 | $1.51M | 0.00% | −7,749−14.8% | Reduced |
| Russell Investments Group, Ltd. | 43,345 | $1.47M | 0.00% | −14,936−25.6% | Reduced |
| Taylor Frigon Capital Management LLC | 43,203 | $1.47M | 0.46% | +2,790+6.9% | Added |
| Metropolitan Life Insurance Co | 43,065 | $1.46M | 0.02% | +1,564+3.8% | Added |
| Raymond James & Associates | 42,736 | $1.45M | 0.00% | −6,114−12.5% | Reduced |
| Simmons Bank | 42,306 | $1.43M | 0.10% | −4,659−9.9% | Reduced |
| Congress Asset Management Co | 41,575 | $1.41M | 0.01% | +41,575 | New |
| Palisade Asset Management, LLC | 41,040 | $1.39M | 0.16% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 39,476 | $1.36M | 0.11% | +33+0.1% | Added |
| ProShare Advisors LLC | 39,661 | $1.34M | 0.00% | −787−1.9% | Reduced |
| Price T Rowe Associates Inc | 39,268 | $1.33M | 0.00% | +2,161+5.8% | Added |
| Voya Investment Management LLC | 37,821 | $1.28M | 0.00% | −3,994−9.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 36,932 | $1.25M | 0.03% | −169−0.5% | Reduced |
| Bridgewater Associates, LP | 33,119 | $1.12M | 0.01% | +4,029+13.9% | Added |
| Guggenheim Capital LLC | 32,914 | $1.12M | 0.01% | +25,846+365.7% | Added |
| Ameritas Investment Partners, Inc. | 32,711 | $1.11M | 0.04% | −1,109−3.3% | Reduced |
| Oregon Public Employees Retirement Fund | 32,014 | $1.09M | 0.01% | +404+1.3% | Added |
| AXA S.A. | 31,800 | $1.08M | 0.00% | −13,700−30.1% | Reduced |
| Toroso Investments, LLC | 31,475 | $1.07M | 0.04% | +31,475 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,166 | $1.06M | 0.01% | −226−0.7% | Reduced |
| Glenmede Trust Co NA | 30,360 | $1.03M | 0.01% | −5,223−14.7% | Reduced |
| Rodgers Brothers Inc. | 28,255 | $958.0K | 0.18% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 27,900 | $946.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 27,255 | $924.0K | 0.00% | −55,486−67.1% | Reduced |
| Inlet Private Wealth, LLC | 27,033 | $917.0K | 0.24% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 27,015 | $916.0K | 0.31% | 00.0% | Unchanged |
| Appleton Partners Inc | 26,894 | $912.0K | 0.08% | −463−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 25,923 | $879.0K | 0.02% | −1,171−4.3% | Reduced |
| Arizona State Retirement System | 25,658 | $870.0K | 0.01% | −1,819−6.6% | Reduced |
| Capital City Trust Co | 25,678 | $870.0K | 0.26% | −379−1.5% | Reduced |
| Busey Wealth Management | 25,565 | $867.0K | 0.04% | −1,871−6.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 25,610 | $862.0K | 0.00% | −1,432−5.3% | Reduced |
| Thrivent Financial for Lutherans | 24,835 | $842.0K | 0.00% | −181−0.7% | Reduced |
| Louisiana State Employees Retirement System | 24,300 | $824.0K | 0.02% | −200−0.8% | Reduced |
| State of Michigan Retirement System | 23,549 | $799.0K | 0.00% | −11,300−32.4% | Reduced |
| SG Americas Securities, LLC | 22,649 | $768.0K | 0.00% | −7,986−26.1% | Reduced |
| Walleye Capital LLC | 22,600 | $766.0K | 0.03% | +22,600 | New |
| QS Investors, LLC | 21,400 | $726.0K | 0.01% | −100−0.5% | Reduced |
| Handelsbanken Fonder AB | 20,853 | $707.0K | 0.00% | +5,600+36.7% | Added |
| STRS Ohio | 20,600 | $698.0K | 0.00% | +5,400+35.5% | Added |
| O'Shares Investment Advisers, LLC | 20,432 | $693.0K | 0.05% | +2,449+13.6% | Added |
| New Mexico Educational Retirement Board | 19,500 | $661.0K | 0.02% | +2,800+16.8% | Added |
| Kendall Capital Management | 19,285 | $654.0K | 0.37% | +4,370+29.3% | Added |
| Globeflex Capital L P | 18,602 | $631.0K | 0.11% | 00.0% | Unchanged |
| LPL Financial LLC | 18,608 | $631.0K | 0.00% | +18,608 | New |
| Ergoteles LLC | 18,417 | $625.0K | 0.01% | +18,417 | New |
| Lowe Brockenbrough & Co Inc | 18,381 | $623.0K | 0.06% | −720−3.8% | Reduced |
| Winton Group Ltd | 18,349 | $622.0K | 0.03% | +1,412+8.3% | Added |
| Federated Hermes, Inc. | 18,286 | $620.0K | 0.00% | −1,395−7.1% | Reduced |
| Ontario Teachers Pension Plan Board | 17,996 | $610.0K | 0.01% | +17,996 | New |
| CWM Advisors, LLC | 17,886 | $607.0K | 0.08% | +542+3.1% | Added |
| Seven Eight Capital, LP | 17,503 | $594.0K | 0.08% | +17,503 | New |
| Gotham Asset Management, LLC | 17,311 | $587.0K | 0.02% | −7,074−29.0% | Reduced |
| McMahon Financial Advisors, LLC | 16,400 | $556.0K | 0.25% | +2,250+15.9% | Added |
| Diversified Trust Co | 16,192 | $549.0K | 0.02% | +2,998+22.7% | Added |
| Teachers Retirement System of the State of Kentucky | 16,164 | $548.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 16,110 | $546.0K | 0.00% | −705−4.2% | Reduced |
| Blueshift Asset Management, LLC | 15,794 | $536.0K | 0.03% | −6,338−28.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,581 | $528.0K | 0.01% | −115−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 15,147 | $514.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 14,860 | $504.0K | 0.01% | +4,463+42.9% | Added |
| AMP Capital Investors Ltd | 14,686 | $498.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,493 | $491.0K | 0.00% | −250−1.7% | Reduced |
| Unison Advisors LLC | 13,817 | $469.0K | 0.09% | +124+0.9% | Added |
| First National Trust Co | 13,076 | $444.0K | 0.03% | +400+3.2% | Added |
| 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 |
| Quantitative Systematic Strategies LLC | 12,839 | $435.0K | 0.15% | −9,697−43.0% | Reduced |
| Northwest Investment Counselors, LLC | 12,640 | $429.0K | 0.12% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 12,618 | $428.0K | 0.01% | −24,482−66.0% | Reduced |
| Teacher Retirement System of Texas | 12,580 | $427.0K | 0.00% | +1,849+17.2% | Added |
| HSBC Holdings PLC | 12,272 | $415.0K | 0.00% | +12,272 | New |
| Envestnet Asset Management Inc | 12,070 | $409.0K | 0.00% | −29,648−71.1% | Reduced |
| Tower Research Capital LLC (TRC) | 11,713 | $397.0K | 0.01% | −4,780−29.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,578 | $392.0K | 0.00% | +1,888+19.5% | Added |
| Lokken Investment Group LLC | 11,440 | $388.0K | 0.32% | +1,611+16.4% | Added |
| Alps Advisors Inc | 11,019 | $374.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 10,987 | $373.0K | 0.12% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,929 | $371.0K | 0.02% | −330,211−96.8% | Reduced |
| Wealthcare Advisory Partners LLC | 10,424 | $353.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,145 | $344.0K | 0.01% | +10,145 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,092 | $342.0K | 0.00% | −1,091−9.8% | Reduced |
| Whitener Capital Management, Inc. | 9,600 | $325.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Aufman Associates Inc | 9,223 | $313.0K | 0.24% | −1,802−16.3% | Reduced |
| Eukles Asset Management | 8,729 | $296.0K | 0.16% | +488+5.9% | Added |