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 |
|---|---|---|---|---|---|
| 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 |
| Simplex Trading, LLC | 6,216 | $213.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,342 | $206.0K | 0.00% | +6,342 | New |
| US Bancorp | 6,156 | $200.0K | 0.00% | −73−1.2% | Reduced |
| FinTrust Capital Advisors, LLC | 6,000 | $195.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,511 | $179.0K | 0.00% | −6,202−52.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,319 | $173.0K | 0.00% | −828−13.5% | Reduced |
| Security National Trust Co | 4,000 | $136.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,568 | $116.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,293 | $107.0K | 0.00% | +1,037+46.0% | Added |
| Captrust Financial Advisors | 3,214 | $104.0K | 0.00% | +8+0.2% | Added |
| Neo Ivy Capital Management | 3,107 | $74.0K | 0.08% | +3,107 | New |
| JJJ Advisors Inc. | 1,862 | $61.0K | 0.02% | +129+7.4% | Added |
| Spire Wealth Management | 950 | $31.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 789 | $26.0K | 0.02% | +4+0.5% | Added |
| Hudock, Inc. | 750 | $24.0K | 0.01% | +750 | New |
| Sageworth Trust Co | 530 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| BBVA USA | 438 | $14.0K | 0.00% | −10−2.2% | Reduced |
| Signaturefd, LLC | 420 | $14.0K | 0.00% | +16+4.0% | Added |
| 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 |
| Allworth Financial LP | 366 | $12.0K | 0.00% | +366 | New |
| Kelly Financial Services LLC | 321 | $10.4K | 0.01% | −10,571−97.1% | Reduced |
| Parallel Advisors, LLC | 282 | $9.00K | 0.00% | −83−22.7% | Reduced |
| Sandy Spring Bank | 244 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 241 | $8.00K | 0.00% | +139+136.3% | Added |
| Harbour Investments, Inc. | 206 | $7.00K | 0.00% | +4+2.0% | Added |
| Quadrant Capital Group LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |