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, Q3 2021
Institutional positions in Federated Hermes, Inc. as of Sep 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
- 249
- −15 vs. Q2 2021
- Shares held
- 79.2M
- −250.0K (−0.3%) vs. Q2 2021
- Total value
- $2.57B
- −$118.9M (−4.4%) vs. Q2 2021
- New holders
- 18
- 85 more added
- Sold out
- 33
- 98 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 31 | $1.00K | 0.00% | +31 | New |
| Roble, Belko & Company, Inc | 60 | $2.00K | 0.00% | −15−20.0% | Reduced |
| Manchester Capital Management LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $2.00K | 0.00% | +40 | New |
| Winch Advisory Services, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 106 | $3.00K | 0.00% | +106 | New |
| Berman Capital Advisors, LLC | 148 | $4.00K | 0.00% | −4−2.6% | Reduced |
| First Horizon Advisors, Inc. | 128 | $4.00K | 0.00% | +3+2.4% | Added |
| Rosenberg Matthew Hamilton | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 206 | $7.00K | 0.00% | +4+2.0% | Added |
| Quadrant Capital Group LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 244 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 241 | $8.00K | 0.00% | +139+136.3% | Added |
| Parallel Advisors, LLC | 282 | $9.00K | 0.00% | −83−22.7% | Reduced |
| Kelly Financial Services LLC | 321 | $10.4K | 0.01% | −10,571−97.1% | Reduced |
| Allworth Financial LP | 366 | $12.0K | 0.00% | +366 | New |
| Group One Trading, L.P. | 385 | $13.0K | 0.00% | −260−40.3% | Reduced |
| Global Retirement Partners, LLC | 406 | $13.0K | 0.00% | +3+0.7% | Added |
| BBVA USA | 438 | $14.0K | 0.00% | −10−2.2% | Reduced |
| Signaturefd, LLC | 420 | $14.0K | 0.00% | +16+4.0% | Added |
| HM Payson & Co | 500 | $16.0K | 0.00% | −500−50.0% | Reduced |
| Baystate Wealth Management LLC | 483 | $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 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 750 | $24.0K | 0.01% | +750 | New |
| S.A. Mason LLC | 789 | $26.0K | 0.02% | +4+0.5% | Added |
| Spire Wealth Management | 950 | $31.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,862 | $61.0K | 0.02% | +129+7.4% | Added |
| Neo Ivy Capital Management | 3,107 | $74.0K | 0.08% | +3,107 | New |
| Captrust Financial Advisors | 3,214 | $104.0K | 0.00% | +8+0.2% | Added |
| Van Eck Associates Corp | 3,293 | $107.0K | 0.00% | +1,037+46.0% | Added |
| Macquarie Group Ltd | 3,568 | $116.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 4,000 | $136.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,319 | $173.0K | 0.00% | −828−13.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,511 | $179.0K | 0.00% | −6,202−52.9% | Reduced |
| FinTrust Capital Advisors, LLC | 6,000 | $195.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 6,156 | $200.0K | 0.00% | −73−1.2% | Reduced |
| Mackenzie Financial Corp | 6,342 | $206.0K | 0.00% | +6,342 | New |
| Simplex Trading, LLC | 6,216 | $213.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,040 | $229.0K | 0.00% | −738−9.5% | Reduced |
| Public Employees Retirement System of Ohio | 7,034 | $229.0K | 0.00% | +384+5.8% | Added |
| Bickling Financial Services, Inc. | 7,230 | $235.0K | 0.12% | +57+0.8% | Added |
| Fifth Third Bancorp | 7,417 | $241.0K | 0.00% | +117+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,486 | $243.0K | 0.00% | −1,859−19.9% | Reduced |
| Aufman Associates Inc | 7,623 | $248.0K | 0.20% | −1,600−17.3% | Reduced |
| Crossmark Global Holdings, Inc. | 7,874 | $256.0K | 0.01% | −110−1.4% | Reduced |
| Profund Advisors LLC | 7,964 | $259.0K | 0.01% | −653−7.6% | Reduced |
| IMS Capital Management | 8,025 | $261.0K | 0.15% | −20−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 8,105 | $263.0K | 0.00% | −52,096−86.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,100 | $263.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 8,238 | $268.0K | 0.06% | +442+5.7% | Added |
| Whitener Capital Management, Inc. | 9,400 | $271.0K | 0.12% | −200−2.1% | Reduced |
| Securian Asset Management, Inc | 8,749 | $284.0K | 0.01% | +151+1.8% | Added |
| Susquehanna International Group, LLP | 9,550 | $310.0K | 0.00% | +3,418+55.7% | Added |
| Pacer Advisors, Inc. | 9,649 | $314.0K | 0.00% | +9,649 | New |
| Jane Street Group, LLC | 9,880 | $321.0K | 0.00% | +2,514+34.1% | Added |
| Denali Advisors LLC | 10,100 | $328.0K | 0.14% | −124,800−92.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,092 | $328.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,424 | $339.0K | 0.02% | 00.0% | Unchanged |
| Eukles Asset Management | 10,449 | $340.0K | 0.19% | +1,720+19.7% | Added |
| Staley Capital Advisers Inc | 10,929 | $355.0K | 0.02% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 10,987 | $357.0K | 0.11% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 11,054 | $359.0K | 0.01% | −1,564−12.4% | Reduced |
| Lokken Investment Group LLC | 11,440 | $372.0K | 0.29% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,143 | $395.0K | 0.00% | +73+0.6% | Added |
| Northwest Investment Counselors, LLC | 12,640 | $411.0K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,847 | $417.0K | 0.00% | +1,269+11.0% | Added |
| First National Trust Co | 13,076 | $425.0K | 0.03% | 00.0% | Unchanged |
| Unison Advisors LLC | 13,925 | $452.0K | 0.11% | +108+0.8% | Added |
| Eqis Capital Management, Inc. | 14,389 | $468.0K | 0.04% | +1,399+10.8% | Added |
| Xponance, Inc. | 14,492 | $471.0K | 0.01% | −368−2.5% | Reduced |
| AMP Capital Investors Ltd | 14,686 | $477.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,147 | $492.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 15,210 | $494.0K | 0.00% | +2,630+20.9% | Added |
| State of Alaska, Department of Revenue | 15,384 | $499.0K | 0.01% | +891+6.1% | Added |
| Diversified Trust Co | 15,762 | $512.0K | 0.02% | −430−2.7% | Reduced |
| Lido Advisors, LLC | 15,782 | $512.0K | 0.01% | +15,782 | New |
| Northwestern Mutual Investment Management Company, LLC | 16,115 | $524.0K | 0.01% | +534+3.4% | Added |
| Teachers Retirement System of the State of Kentucky | 16,164 | $525.0K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 16,400 | $533.0K | 0.24% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 16,977 | $552.0K | 0.03% | +16,977 | New |
| LPL Financial LLC | 18,034 | $586.0K | 0.00% | −574−3.1% | Reduced |
| Federated Hermes, Inc. | 18,286 | $594.0K | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 18,321 | $595.0K | 0.05% | −60−0.3% | Reduced |
| Kendall Capital Management | 18,910 | $615.0K | 0.33% | −375−1.9% | Reduced |
| New Mexico Educational Retirement Board | 19,500 | $634.0K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 20,346 | $661.0K | 0.03% | +3,035+17.5% | Added |
| Handelsbanken Fonder AB | 20,853 | $678.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 21,079 | $685.0K | 0.00% | +11,718+125.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 21,610 | $702.0K | 0.00% | −4,000−15.6% | Reduced |
| Citigroup Inc | 22,779 | $741.0K | 0.00% | −4,476−16.4% | Reduced |
| Stratos Wealth Partners, LTD. | 24,452 | $795.0K | 0.02% | −1,471−5.7% | Reduced |
| State of Michigan Retirement System | 24,449 | $795.0K | 0.00% | +900+3.8% | Added |