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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 218,752 | $7.11M | 0.04% | +670+0.3% | Added |
| Morgan Stanley | 222,669 | $7.24M | 0.00% | −13,375−5.7% | Reduced |
| Brandywine Global Investment Management, LLC | 232,992 | $7.57M | 0.06% | −23,092−9.0% | Reduced |
| Alliancebernstein L.P. | 235,961 | $7.67M | 0.00% | +375+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 255,900 | $8.32M | 0.09% | −37,399−12.8% | Reduced |
| Country Club Trust Company, n.a. | 261,243 | $8.42M | 0.72% | −6,273−2.3% | Reduced |
| Interval Partners, LP | 263,141 | $8.55M | 0.50% | −2,807−1.1% | Reduced |
| Rhumbline Advisers | 295,115 | $9.59M | 0.01% | +4,933+1.7% | Added |
| The PNC Financial Services Group, Inc. | 301,428 | $9.80M | 0.01% | −1,452−0.5% | Reduced |
| Hourglass Capital, LLC | 327,460 | $10.6M | 2.90% | −50,075−13.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 340,003 | $11.1M | 0.05% | −15,200−4.3% | Reduced |
| Bank of Montreal | 371,778 | $12.0M | 0.01% | −21,687−5.5% | Reduced |
| Foundation Resource Management Inc | 375,724 | $12.2M | 2.75% | −223−0.1% | Reduced |
| Sprott Inc. | 385,000 | $12.5M | 0.92% | −5,000−1.3% | Reduced |
| Bank of America Corp | 443,104 | $14.4M | 0.00% | −10,972−2.4% | Reduced |
| Samlyn Capital, LLC | 447,841 | $14.6M | 0.21% | +447,841 | New |
| Prospector Partners LLC | 449,950 | $14.6M | 1.88% | −5,750−1.3% | Reduced |
| HighTower Advisors, LLC | 474,918 | $15.4M | 0.04% | +692+0.1% | Added |
| Royce & Associates LP | 484,265 | $15.7M | 0.12% | +9,047+1.9% | Added |
| Principal Financial Group Inc | 500,783 | $16.3M | 0.01% | +7,665+1.6% | Added |
| Panagora Asset Management Inc | 512,166 | $16.6M | 0.09% | −2,833−0.6% | Reduced |
| Schroder Investment Management Group | 554,788 | $18.0M | 0.03% | −76,750−12.2% | Reduced |
| JPMorgan Chase & Co | 613,069 | $19.9M | 0.00% | +3,920+0.6% | Added |
| AQR Capital Management LLC | 625,377 | $20.3M | 0.04% | −179,127−22.3% | Reduced |
| Goldman Sachs Group Inc | 644,022 | $20.9M | 0.01% | +10,449+1.6% | Added |
| Commonwealth Equity Services, LLC | 709,445 | $23.1M | 0.06% | +1,129+0.2% | Added |
| Nuveen Asset Management, LLC | 737,871 | $24.0M | 0.01% | −200,499−21.4% | Reduced |
| Norges Bank | 755,914 | $24.6M | 0.01% | −124,929−14.2% | Reduced |
| Basswood Capital Management, L.L.C. | 772,910 | $25.1M | 1.02% | +284,475+58.2% | Added |
| FIL Ltd | 965,805 | $31.4M | 0.03% | +24,245+2.6% | Added |
| Millennium Management LLC | 999,458 | $32.5M | 0.04% | +886,066+781.4% | Added |
| Invesco Ltd. | 1,063,248 | $34.6M | 0.01% | −22,350−2.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,191,929 | $38.7M | 0.05% | +27,771+2.4% | Added |
| Victory Capital Management Inc | 1,463,250 | $47.6M | 0.05% | +49,092+3.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,487,158 | $48.3M | 0.31% | +5,483+0.4% | Added |
| Northern Trust Corp | 1,547,976 | $50.3M | 0.01% | −4,003−0.3% | Reduced |
| Geode Capital Management, LLC | 1,769,586 | $57.5M | 0.01% | +23,831+1.4% | Added |
| Charles Schwab Investment Management Inc | 1,954,461 | $63.5M | 0.02% | +154,465+8.6% | Added |
| Dimensional Fund Advisors LP | 2,216,235 | $72.0M | 0.02% | +32,626+1.5% | Added |
| Burgundy Asset Management Ltd. | 2,329,223 | $75.7M | 0.74% | +70,117+3.1% | Added |
| Bank of New York Mellon Corp | 2,474,312 | $80.4M | 0.02% | −7,837−0.3% | Reduced |
| Great West Life Assurance Co | 2,875,206 | $94.0M | 0.22% | −333,054−10.4% | Reduced |
| State Street Corp | 3,029,468 | $98.5M | 0.01% | +50,535+1.7% | Added |
| Ruffer LLP | 3,160,276 | $102.6M | 3.25% | −35,526−1.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,358,553 | $109.2M | 28.20% | −81,674−2.4% | Reduced |
| FMR LLC | 4,541,910 | $147.6M | 0.01% | +700,025+18.2% | Added |
| Vanguard Group Inc | 9,265,825 | $301.1M | 0.01% | +10,728+0.1% | Added |
| BlackRock Inc. | 12,590,146 | $409.2M | 0.01% | −9,021−0.1% | Reduced |
| Sofos Investments, Inc. | 1 | – | – | +1 | New |
| Azora Capital LP | 0 | $0 | 0.00% | −356,131−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −103,967−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −57,446−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −45,361−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −27,015−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −20,432−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −18,602−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,417−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −18,349−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −17,886−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −17,503−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −12,839−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,272−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −11,019−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,145−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,475−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,165−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −8,097−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −7,436−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −6,398−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| QS Investors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |