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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 11 | $0 | 0.00% | +11 | New |
| Sutton Wealth Advisors Inc. | 9 | $338 | 0.00% | +9 | New |
| Eagle Bay Advisors LLC | 20 | $1.00K | 0.00% | −20−50.0% | Reduced |
| Assetmark, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.00K | 0.00% | +35 | New |
| IFP Advisors, Inc | 26 | $1.00K | 0.00% | +26 | New |
| Schubert & Co | 20 | $1.00K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 55 | $2.00K | 0.00% | −5−8.3% | Reduced |
| Lindbrook Capital, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 50 | $2.00K | 0.00% | +7+16.3% | Added |
| Bell Investment Advisors, Inc | 46 | $2.00K | 0.00% | +15+48.4% | Added |
| Concord Wealth Partners | 47 | $2.00K | 0.00% | +47 | New |
| Winch Advisory Services, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 83 | $3.00K | 0.00% | −7−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 122 | $5.00K | 0.00% | −408−77.0% | Reduced |
| Quadrant Capital Group LLC | 124 | $5.00K | 0.00% | −76−38.0% | Reduced |
| Rosenberg Matthew Hamilton | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $6.00K | 0.00% | −44−21.4% | Reduced |
| Zullo Investment Group, Inc. | 164 | $6.00K | 0.00% | +164 | New |
| Huntington National Bank | 184 | $7.00K | 0.00% | +5+2.8% | Added |
| CWM, LLC | 200 | $8.00K | 0.00% | +200 | New |
| Simplex Trading, LLC | 293 | $11.0K | 0.00% | −5,923−95.3% | Reduced |
| TCI Wealth Advisors, Inc. | 302 | $11.0K | 0.00% | +61+25.3% | Added |
| Parallel Advisors, LLC | 313 | $12.0K | 0.00% | +31+11.0% | Added |
| Kelly Financial Services LLC | 321 | $12.1K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 403 | $15.0K | 0.02% | +403 | New |
| Signaturefd, LLC | 420 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 487 | $18.0K | 0.00% | +4+0.8% | Added |
| Rockefeller Capital Management L.P. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 750 | $28.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 766 | $29.0K | 0.00% | +400+109.3% | Added |
| S.A. Mason LLC | 793 | $30.0K | 0.02% | +4+0.5% | Added |
| Spire Wealth Management | 950 | $36.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 992 | $37.0K | 0.00% | −2,301−69.9% | Reduced |
| Umb Bank N A | 1,379 | $52.0K | 0.00% | +1,379 | New |
| Dark Forest Capital Management LP | 1,968 | $74.0K | 0.03% | +1,968 | New |
| Covestor Ltd | 2,800 | $105.0K | 0.15% | +2,800 | New |
| JJJ Advisors Inc. | 2,869 | $108.0K | 0.03% | +1,007+54.1% | Added |
| City State Bank | 3,138 | $118.0K | 0.07% | +3,138 | New |
| Captrust Financial Advisors | 3,400 | $128.0K | 0.00% | +186+5.8% | Added |
| Macquarie Group Ltd | 3,568 | $134.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 3,800 | $143.0K | 0.05% | −6,300−62.4% | Reduced |
| Confluence Wealth Services, Inc. | 4,325 | $162.0K | 0.05% | +4,325 | New |
| DMG Group, LLC | 6,368 | $203.0K | 0.18% | +6,368 | New |
| Jane Street Group, LLC | 5,502 | $207.0K | 0.00% | −4,378−44.3% | Reduced |
| Aufman Associates Inc | 5,580 | $210.0K | 0.16% | −2,043−26.8% | Reduced |
| Pathstone Family Office, LLC | 5,612 | $211.0K | 0.01% | +5,612 | New |
| Fragasso Group Inc. | 5,734 | $215.0K | 0.03% | +5,734 | New |
| FinTrust Capital Advisors, LLC | 6,000 | $225.0K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,028 | $227.0K | 0.00% | −314−5.0% | Reduced |
| US Bancorp | 6,111 | $230.0K | 0.00% | −45−0.7% | Reduced |
| Fox Run Management, L.L.C. | 6,374 | $240.0K | 0.14% | +6,374 | New |
| Cubist Systematic Strategies, LLC | 7,097 | $267.0K | 0.00% | +7,097 | New |
| Advisor Group Holdings, Inc. | 7,178 | $269.0K | 0.00% | +138+2.0% | Added |
| Public Employees Retirement System of Ohio | 7,255 | $273.0K | 0.00% | +221+3.1% | Added |
| Bickling Financial Services, Inc. | 7,285 | $274.0K | 0.13% | +55+0.8% | Added |
| Fifth Third Bancorp | 7,569 | $284.0K | 0.00% | +152+2.0% | Added |
| Bank of Montreal | 7,916 | $299.0K | 0.00% | −363,862−97.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,991 | $300.0K | 0.00% | +505+6.7% | Added |
| IMS Capital Management | 8,039 | $302.0K | 0.16% | +14+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,030 | $302.0K | 0.00% | +8,030 | New |
| Cullen/Frost Bankers, Inc. | 8,100 | $304.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,104 | $305.0K | 0.01% | +140+1.8% | Added |
| Gotham Asset Management, LLC | 8,415 | $316.0K | 0.01% | −11,931−58.6% | Reduced |
| Securian Asset Management, Inc | 8,649 | $325.0K | 0.01% | −100−1.1% | Reduced |
| HSBC Holdings PLC | 8,853 | $335.0K | 0.00% | +8,853 | New |
| Tower Research Capital LLC (TRC) | 9,040 | $340.0K | 0.01% | +3,529+64.0% | Added |
| Whitener Capital Management, Inc. | 9,600 | $360.0K | 0.13% | +200+2.1% | Added |
| Pacer Advisors, Inc. | 9,766 | $367.0K | 0.00% | +117+1.2% | Added |
| National Bank of Canada | 9,837 | $370.0K | 0.00% | +9,837 | New |
| Wealthcare Advisory Partners LLC | 10,424 | $392.0K | 0.02% | 00.0% | Unchanged |
| Eukles Asset Management | 10,485 | $394.0K | 0.19% | +36+0.3% | Added |
| Envestnet Asset Management Inc | 10,543 | $396.0K | 0.00% | −1,600−13.2% | Reduced |
| Fieldpoint Private Securities, LLC | 10,863 | $408.0K | 0.08% | +2,625+31.9% | Added |
| Staley Capital Advisers Inc | 10,929 | $411.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,355 | $427.0K | 0.00% | +1,263+12.5% | Added |
| Lokken Investment Group LLC | 11,440 | $430.0K | 0.31% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,610 | $436.0K | 0.02% | +11,610 | New |
| SEI Investments Co | 11,865 | $446.0K | 0.00% | −38,891−76.6% | Reduced |
| Northwest Investment Counselors, LLC | 12,640 | $475.0K | 0.12% | 00.0% | Unchanged |
| First National Trust Co | 12,676 | $477.0K | 0.03% | −400−3.1% | Reduced |
| Prelude Capital Management, LLC | 12,702 | $477.0K | 0.02% | +12,702 | New |
| Eqis Capital Management, Inc. | 13,463 | $506.0K | 0.04% | −926−6.4% | Reduced |
| State of Alaska, Department of Revenue | 14,014 | $526.0K | 0.01% | −1,370−8.9% | Reduced |
| Unison Advisors LLC | 14,039 | $528.0K | 0.13% | +114+0.8% | Added |
| Xponance, Inc. | 14,172 | $533.0K | 0.01% | −320−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,231 | $535.0K | 0.00% | +1,384+10.8% | Added |
| Cim Investment Mangement Inc | 14,294 | $537.0K | 0.16% | +3,307+30.1% | Added |
| Public Employees Retirement Association of Colorado | 15,147 | $569.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15,578 | $585.0K | 0.65% | +15,578 | New |
| Northwestern Mutual Investment Management Company, LLC | 16,054 | $603.0K | 0.01% | −61−0.4% | Reduced |
| Kendall Capital Management | 16,110 | $605.0K | 0.29% | −2,800−14.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,164 | $607.0K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 16,400 | $616.0K | 0.26% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 16,748 | $629.0K | 0.00% | −4,862−22.5% | Reduced |