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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.

Institutional holdersQ3 2021: 249 institutions
Q1 2021: 285 institutionsQ2 2021: 266 institutionsQ3 2021: 249 institutionsQ4 2021: 261 institutionsQ1 2022: 261 institutionsQ2 2022: 259 institutionsQ3 2022: 279 institutionsQ4 2022: 312 institutionsQ1 2023: 319 institutionsQ2 2023: 339 institutionsQ3 2023: 309 institutionsQ4 2023: 322 institutionsQ1 2024: 316 institutionsQ2 2024: 311 institutionsQ3 2024: 295 institutionsQ4 2024: 328 institutionsQ1 2025: 321 institutionsQ2 2025: 364 institutionsQ3 2025: 371 institutionsQ4 2025: 383 institutionsQ1 2026: 400 institutionsQ2 2026: 391 institutions
Value heldQ3 2021: $2.57B
Q1 2021: $2.45BQ2 2021: $2.69BQ3 2021: $2.57BQ4 2021: $2.91BQ1 2022: $2.59BQ2 2022: $2.32BQ3 2022: $2.33BQ4 2022: $2.56BQ1 2023: $2.94BQ2 2023: $2.43BQ3 2023: $2.24BQ4 2023: $2.16BQ1 2024: $2.32BQ2 2024: $2.11BQ3 2024: $2.33BQ4 2024: $2.66BQ1 2025: $2.55BQ2 2025: $2.90BQ3 2025: $3.55BQ4 2025: $3.56BQ1 2026: $3.71BQ2 2026: $3.68B
Institutions holding FHI and their total value by quarter
QuarterHoldersValue
Q2 2026391$3.68B
Q1 2026400$3.71B
Q4 2025383$3.56B
Q3 2025371$3.55B
Q2 2025364$2.90B
Q1 2025321$2.55B
Q4 2024328$2.66B
Q3 2024295$2.33B
Q2 2024311$2.11B
Q1 2024316$2.32B
Q4 2023322$2.16B
Q3 2023309$2.24B
Q2 2023339$2.43B
Q1 2023319$2.94B
Q4 2022312$2.56B
Q3 2022279$2.33B
Q2 2022259$2.32B
Q1 2022261$2.59B
Q4 2021261$2.91B
Q3 2021249$2.57B
Q2 2021266$2.69B
Q1 2021285$2.45B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q2 2021.

Institutions holding FHI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
CSM Advisors, LLC53,375$1.74M0.13%+2,000+3.9%Added
Enterprise Trust & Investment Co52,300$1.70M0.69%00.0%Unchanged
American Century Companies Inc52,037$1.69M0.00%−20,103−27.9%Reduced
Moody Aldrich Partners LLC51,937$1.69M0.21%00.0%Unchanged
Hussman Strategic Advisors, Inc.51,400$1.67M0.37%00.0%Unchanged
SEI Investments Co50,756$1.65M0.00%−1,327−2.5%Reduced
Janney Montgomery Scott LLC50,206$1.63M0.01%−1,917−3.7%Reduced
Sound View Wealth Advisors Group, LLC48,801$1.59M0.33%−4,722−8.8%Reduced
Comerica Bank44,156$1.46M0.01%−7,118−13.9%Reduced
Taylor Frigon Capital Management LLC44,715$1.45M0.47%+1,512+3.5%Added
Toroso Investments, LLC43,649$1.42M0.05%+12,174+38.7%Added
Congress Asset Management Co41,879$1.36M0.01%+304+0.7%Added
Simmons Bank41,306$1.34M0.10%−1,000−2.4%Reduced
Palisade Asset Management, LLC41,040$1.33M0.16%00.0%Unchanged
Metropolitan Life Insurance Co41,043$1.33M0.02%−2,022−4.7%Reduced
Balyasny Asset Management LLC40,516$1.32M0.01%−170,320−80.8%Reduced
CWA Asset Management Group, LLC39,509$1.28M0.10%+33+0.1%Added
Russell Investments Group, Ltd.38,399$1.25M0.00%−4,946−11.4%Reduced
Bridgewater Associates, LP38,238$1.24M0.01%+5,119+15.5%Added
Voya Investment Management LLC37,804$1.23M0.00%−170.0%Reduced
Price T Rowe Associates Inc36,558$1.19M0.00%−2,710−6.9%Reduced
Horizon Kinetics Asset Management LLC35,818$1.16M0.03%−1,114−3.0%Reduced
BNP Paribas Arbitrage, SA35,537$1.15M0.00%−9,077−20.3%Reduced
UBS Group AG35,250$1.15M0.00%−9,372−21.0%Reduced
Two Sigma Investments, LP35,017$1.14M0.00%+35,017New
Ci Investments Inc.33,581$1.09M0.00%+17,471+108.4%Added
Guggenheim Capital LLC33,467$1.09M0.01%+553+1.7%Added
Ameritas Investment Partners, Inc.33,271$1.08M0.04%+560+1.7%Added
STRS Ohio32,500$1.06M0.00%+11,900+57.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,230$1.05M0.01%+1,064+3.4%Added
AXA S.A.31,800$1.03M0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund31,597$1.03M0.01%−417−1.3%Reduced
Gyon Technologies Capital Management, LP30,946$1.01M0.27%−20,913−40.3%Reduced
Creative Planning30,699$998.0K0.00%−13,910−31.2%Reduced
Glenmede Trust Co NA30,360$986.0K0.01%00.0%Unchanged
Ontario Teachers Pension Plan Board29,426$956.0K0.00%+11,430+63.5%Added
Raymond James & Associates29,309$953.0K0.00%−13,427−31.4%Reduced
Allianz Asset Management GmbH28,169$915.0K0.00%−52,522−65.1%Reduced
Nisa Investment Advisors, LLC27,900$907.0K0.01%00.0%Unchanged
ProShare Advisors LLC27,301$887.0K0.00%−12,360−31.2%Reduced
Capital City Trust Co27,255$885.0K0.27%+1,577+6.1%Added
Inlet Private Wealth, LLC27,033$879.0K0.24%00.0%Unchanged
Busey Wealth Management26,973$877.0K0.04%+1,408+5.5%Added
Franklin Resources Inc26,784$871.0K0.00%+26,784New
Appleton Partners Inc26,140$850.0K0.07%−754−2.8%Reduced
Rodgers Brothers Inc.25,555$831.0K0.17%−2,700−9.6%Reduced
Arizona State Retirement System25,483$828.0K0.01%−175−0.7%Reduced
Louisiana State Employees Retirement System24,900$809.0K0.02%+600+2.5%Added
Stratos Wealth Partners, LTD.24,452$795.0K0.02%−1,471−5.7%Reduced
State of Michigan Retirement System24,449$795.0K0.00%+900+3.8%Added
Citigroup Inc22,779$741.0K0.00%−4,476−16.4%Reduced
Mitsubishi UFJ Trust & Banking Corp21,610$702.0K0.00%−4,000−15.6%Reduced
Janus Henderson Group PLC21,079$685.0K0.00%+11,718+125.2%Added
Handelsbanken Fonder AB20,853$678.0K0.00%00.0%Unchanged
Gotham Asset Management, LLC20,346$661.0K0.03%+3,035+17.5%Added
New Mexico Educational Retirement Board19,500$634.0K0.02%00.0%Unchanged
Kendall Capital Management18,910$615.0K0.33%−375−1.9%Reduced
Lowe Brockenbrough & Co Inc18,321$595.0K0.05%−60−0.3%Reduced
Federated Hermes, Inc.18,286$594.0K0.00%00.0%Unchanged
LPL Financial LLC18,034$586.0K0.00%−574−3.1%Reduced
Edgestream Partners, L.P.16,977$552.0K0.03%+16,977New
McMahon Financial Advisors, LLC16,400$533.0K0.24%00.0%Unchanged
Teachers Retirement System of the State of Kentucky16,164$525.0K0.00%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC16,115$524.0K0.01%+534+3.4%Added
Diversified Trust Co15,762$512.0K0.02%−430−2.7%Reduced
Lido Advisors, LLC15,782$512.0K0.01%+15,782New
State of Alaska, Department of Revenue15,384$499.0K0.01%+891+6.1%Added
Teacher Retirement System of Texas15,210$494.0K0.00%+2,630+20.9%Added
Public Employees Retirement Association of Colorado15,147$492.0K0.00%00.0%Unchanged
AMP Capital Investors Ltd14,686$477.0K0.00%00.0%Unchanged
Xponance, Inc.14,492$471.0K0.01%−368−2.5%Reduced
Eqis Capital Management, Inc.14,389$468.0K0.04%+1,399+10.8%Added
Unison Advisors LLC13,925$452.0K0.11%+108+0.8%Added
First National Trust Co13,076$425.0K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co12,847$417.0K0.00%+1,269+11.0%Added
Northwest Investment Counselors, LLC12,640$411.0K0.11%00.0%Unchanged
Envestnet Asset Management Inc12,143$395.0K0.00%+73+0.6%Added
Lokken Investment Group LLC11,440$372.0K0.29%00.0%Unchanged
DuPont Capital Management Corp11,054$359.0K0.01%−1,564−12.4%Reduced
Cim Investment Mangement Inc10,987$357.0K0.11%00.0%Unchanged
Staley Capital Advisers Inc10,929$355.0K0.02%00.0%Unchanged
Eukles Asset Management10,449$340.0K0.19%+1,720+19.7%Added
Wealthcare Advisory Partners LLC10,424$339.0K0.02%00.0%Unchanged
Denali Advisors LLC10,100$328.0K0.14%−124,800−92.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)10,092$328.0K0.00%00.0%Unchanged
Jane Street Group, LLC9,880$321.0K0.00%+2,514+34.1%Added
Pacer Advisors, Inc.9,649$314.0K0.00%+9,649New
Susquehanna International Group, LLP9,550$310.0K0.00%+3,418+55.7%Added
Securian Asset Management, Inc8,749$284.0K0.01%+151+1.8%Added
Whitener Capital Management, Inc.9,400$271.0K0.12%−200−2.1%Reduced
Fieldpoint Private Securities, LLC8,238$268.0K0.06%+442+5.7%Added
D. E. Shaw & Co., Inc.8,105$263.0K0.00%−52,096−86.5%Reduced
Cullen/Frost Bankers, Inc.8,100$263.0K0.01%00.0%Unchanged
IMS Capital Management8,025$261.0K0.15%−20−0.2%Reduced
Profund Advisors LLC7,964$259.0K0.01%−653−7.6%Reduced
Crossmark Global Holdings, Inc.7,874$256.0K0.01%−110−1.4%Reduced
Aufman Associates Inc7,623$248.0K0.20%−1,600−17.3%Reduced
Raymond James Financial Services Advisors, Inc.7,486$243.0K0.00%−1,859−19.9%Reduced
Fifth Third Bancorp7,417$241.0K0.00%+117+1.6%Added
Bickling Financial Services, Inc.7,230$235.0K0.12%+57+0.8%Added