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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Federated Hermes, Inc. as of Dec 31, 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
- 261
- +15 vs. Q3 2021
- Shares held
- 77.4M
- −1.72M (−2.2%) vs. Q3 2021
- Total value
- $2.91B
- +$337.9M (+13.1%) vs. Q3 2021
- New holders
- 37
- 82 more added
- Sold out
- 22
- 102 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 390 | $3.67B |
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 12,535,215 | $471.1M | 0.01% | −54,931−0.4% | Reduced |
| Vanguard Group Inc | 9,157,818 | $344.1M | 0.01% | −108,007−1.2% | Reduced |
| FMR LLC | 4,480,079 | $168.4M | 0.01% | −61,831−1.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,240,286 | $121.8M | 29.09% | −118,267−3.5% | Reduced |
| State Street Corp | 3,121,178 | $117.3M | 0.01% | +91,710+3.0% | Added |
| Great West Life Assurance Co | 3,008,320 | $112.7M | 0.23% | +133,114+4.6% | Added |
| Ruffer LLP | 2,901,495 | $110.9M | 2.67% | −258,781−8.2% | Reduced |
| Bank of New York Mellon Corp | 2,506,533 | $94.2M | 0.02% | +32,221+1.3% | Added |
| Burgundy Asset Management Ltd. | 2,358,705 | $88.6M | 0.86% | +29,482+1.3% | Added |
| Dimensional Fund Advisors LP | 2,209,244 | $83.0M | 0.03% | −6,991−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,063,750 | $77.6M | 0.02% | +109,289+5.6% | Added |
| Geode Capital Management, LLC | 1,705,238 | $64.1M | 0.01% | −64,348−3.6% | Reduced |
| Victory Capital Management Inc | 1,630,507 | $61.3M | 0.06% | +167,257+11.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,557,328 | $58.5M | 0.34% | +70,170+4.7% | Added |
| Northern Trust Corp | 1,517,191 | $57.0M | 0.01% | −30,785−2.0% | Reduced |
| Invesco Ltd. | 1,131,623 | $42.5M | 0.01% | +68,375+6.4% | Added |
| FIL Ltd | 958,471 | $36.0M | 0.04% | −7,334−0.8% | Reduced |
| Nuveen Asset Management, LLC | 938,231 | $35.3M | 0.01% | +200,360+27.2% | Added |
| Norges Bank | 806,914 | $30.3M | 0.01% | +51,000+6.7% | Added |
| Basswood Capital Management, L.L.C. | 755,893 | $28.4M | 1.30% | −17,017−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 666,877 | $25.1M | 0.06% | −42,568−6.0% | Reduced |
| Schroder Investment Management Group | 604,190 | $22.7M | 0.03% | +49,402+8.9% | Added |
| JPMorgan Chase & Co | 589,402 | $22.1M | 0.00% | −23,667−3.9% | Reduced |
| Goldman Sachs Group Inc | 588,089 | $22.1M | 0.01% | −55,933−8.7% | Reduced |
| Bank of America Corp | 581,184 | $21.8M | 0.00% | +138,080+31.2% | Added |
| Balyasny Asset Management LLC | 524,714 | $19.7M | 0.08% | +484,198+1,195.1% | Added |
| Panagora Asset Management Inc | 499,942 | $18.8M | 0.10% | −12,224−2.4% | Reduced |
| Royce & Associates LP | 493,715 | $18.6M | 0.14% | +9,450+2.0% | Added |
| HighTower Advisors, LLC | 488,986 | $18.4M | 0.04% | +14,068+3.0% | Added |
| Principal Financial Group Inc | 485,749 | $18.3M | 0.01% | −15,034−3.0% | Reduced |
| Prospector Partners LLC | 463,900 | $17.4M | 2.02% | +13,950+3.1% | Added |
| Azora Capital LP | 453,090 | $17.0M | 2.66% | +453,090 | New |
| AQR Capital Management LLC | 424,010 | $15.9M | 0.03% | −201,367−32.2% | Reduced |
| Chiron Investment Management, LLC | 412,328 | $15.5M | 1.76% | +412,328 | New |
| Foundation Resource Management Inc | 380,869 | $14.3M | 2.78% | +5,145+1.4% | Added |
| Millennium Management LLC | 377,335 | $14.2M | 0.02% | −622,123−62.2% | Reduced |
| Ameriprise Financial Inc | 359,699 | $13.5M | 0.00% | +151,805+73.0% | Added |
| Sprott Inc. | 349,605 | $13.1M | 0.95% | −35,395−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 300,932 | $11.3M | 0.01% | −496−0.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 297,430 | $11.2M | 0.05% | −42,573−12.5% | Reduced |
| Rhumbline Advisers | 293,172 | $11.0M | 0.01% | −1,943−0.7% | Reduced |
| Interval Partners, LP | 291,077 | $10.9M | 0.74% | +27,936+10.6% | Added |
| Country Club Trust Company, n.a. | 259,720 | $9.80M | 0.77% | −1,523−0.6% | Reduced |
| Alliancebernstein L.P. | 235,697 | $8.86M | 0.00% | −264−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 232,998 | $8.76M | 0.06% | +60.0% | Added |
| Credit Suisse AG | 218,707 | $8.22M | 0.01% | +92,473+73.3% | Added |
| American International Group, Inc. | 212,220 | $7.97M | 0.04% | −6,532−3.0% | Reduced |
| Swiss National Bank | 203,917 | $7.66M | 0.00% | −2,800−1.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 203,815 | $7.66M | 0.02% | −3,100−1.5% | Reduced |
| Eaton Vance Management | 187,479 | $7.05M | 0.01% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 186,310 | $7.00M | 2.34% | −141,150−43.1% | Reduced |
| Morgan Stanley | 181,348 | $6.82M | 0.00% | −41,321−18.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 170,136 | $6.39M | 2.51% | −8,550−4.8% | Reduced |
| Parametric Portfolio Associates LLC | 164,065 | $6.17M | 0.00% | −5,712−3.4% | Reduced |
| Ledyard National Bank | 163,975 | $6.16M | 0.59% | +2,486+1.5% | Added |
| Manufacturers Life Insurance Company, The | 154,579 | $5.81M | 0.00% | −4,174−2.6% | Reduced |
| Legal & General Group Plc | 147,175 | $5.53M | 0.00% | −552−0.4% | Reduced |
| New York State Teachers Retirement System | 146,554 | $5.51M | 0.01% | +5,863+4.2% | Added |
| First Trust Advisors LP | 141,565 | $5.32M | 0.01% | −18,328−11.5% | Reduced |
| LSV Asset Management | 131,800 | $4.95M | 0.01% | −4,100−3.0% | Reduced |
| California State Teachers Retirement System | 128,972 | $4.85M | 0.01% | +1,271+1.0% | Added |
| Retirement Systems of Alabama | 126,815 | $4.77M | 0.02% | +499+0.4% | Added |
| Wells Fargo & Company | 120,544 | $4.53M | 0.00% | +18,106+17.7% | Added |
| Alpha Omega Wealth Management LLC | 115,233 | $4.38M | 0.67% | −1,125−1.0% | Reduced |
| UBS Asset Management Americas Inc | 114,867 | $4.32M | 0.00% | −9,079−7.3% | Reduced |
| Prudential Financial Inc | 106,883 | $4.02M | 0.00% | −950−0.9% | Reduced |
| Royal Bank of Canada | 104,236 | $3.92M | 0.00% | +18,532+21.6% | Added |
| Man Group plc | 100,400 | $3.77M | 0.01% | +839+0.8% | Added |
| IMA Wealth, Inc. | 99,623 | $3.74M | 0.83% | +199+0.2% | Added |
| Cambria Investment Management, L.P. | 94,824 | $3.56M | 0.60% | +9,658+11.3% | Added |
| Baird Financial Group, Inc. | 94,273 | $3.54M | 0.01% | −1,202−1.3% | Reduced |
| Gamco Investors, Inc. Et Al | 93,600 | $3.52M | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 89,710 | $3.37M | 0.00% | +54,460+154.5% | Added |
| Mutual of America Capital Management LLC | 86,634 | $3.26M | 0.03% | +658+0.8% | Added |
| State Board of Administration of Florida Retirement System | 85,365 | $3.21M | 0.01% | −3,168−3.6% | Reduced |
| South Dakota Investment Council | 81,483 | $3.06M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 81,057 | $3.05M | 0.01% | +468+0.6% | Added |
| Deutsche Bank AG | 79,598 | $2.99M | 0.00% | +1,709+2.2% | Added |
| MetLife Investment Management | 78,612 | $2.95M | 0.02% | −2,072−2.6% | Reduced |
| S&T Bank | 77,487 | $2.91M | 0.43% | +398+0.5% | Added |
| Truist Financial Corp | 76,656 | $2.88M | 0.00% | −710−0.9% | Reduced |
| Holocene Advisors, LP | 73,217 | $2.75M | 0.01% | −10,784−12.8% | Reduced |
| Aviva PLC | 72,860 | $2.74M | 0.01% | +19,373+36.2% | Added |
| Continental Advisors LLC | 70,963 | $2.67M | 2.10% | −27,500−27.9% | Reduced |
| Texas Permanent School Fund | 70,127 | $2.63M | 0.03% | −2,038−2.8% | Reduced |
| New York State Common Retirement Fund | 68,280 | $2.57M | 0.00% | −2,946−4.1% | Reduced |
| Bridgeway Capital Management, LLC | 64,300 | $2.42M | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 64,087 | $2.41M | 0.02% | −156−0.2% | Reduced |
| Vident Investment Advisory, LLC | 63,710 | $2.39M | 0.06% | +2,506+4.1% | Added |
| Thrivent Financial for Lutherans | 62,422 | $2.35M | 0.00% | −3,492−5.3% | Reduced |
| Full18 Capital LLC | 64,581 | $2.15M | 0.91% | +64,581 | New |
| Fortis Advisors, LLC | 55,459 | $2.08M | 1.21% | +860+1.6% | Added |
| Two Sigma Advisers, LP | 55,100 | $2.07M | 0.01% | −60,400−52.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 54,700 | $2.06M | 0.02% | −201,200−78.6% | Reduced |
| American Century Companies Inc | 54,055 | $2.03M | 0.00% | +2,018+3.9% | Added |
| CSM Advisors, LLC | 53,815 | $2.02M | 0.14% | +440+0.8% | Added |
| Radnor Capital Management, LLC | 52,565 | $1.98M | 0.49% | +52,565 | New |
| BNP Paribas Arbitrage, SA | 52,236 | $1.96M | 0.00% | +16,699+47.0% | Added |
| Moody Aldrich Partners LLC | 51,937 | $1.95M | 0.27% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 51,900 | $1.95M | 0.68% | −400−0.8% | Reduced |