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 |
|---|---|---|---|---|---|
| LSV Asset Management | 131,800 | $4.95M | 0.01% | −4,100−3.0% | Reduced |
| First Trust Advisors LP | 141,565 | $5.32M | 0.01% | −18,328−11.5% | Reduced |
| New York State Teachers Retirement System | 146,554 | $5.51M | 0.01% | +5,863+4.2% | Added |
| Legal & General Group Plc | 147,175 | $5.53M | 0.00% | −552−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 154,579 | $5.81M | 0.00% | −4,174−2.6% | Reduced |
| Ledyard National Bank | 163,975 | $6.16M | 0.59% | +2,486+1.5% | Added |
| Parametric Portfolio Associates LLC | 164,065 | $6.17M | 0.00% | −5,712−3.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 170,136 | $6.39M | 2.51% | −8,550−4.8% | Reduced |
| Morgan Stanley | 181,348 | $6.82M | 0.00% | −41,321−18.6% | Reduced |
| Hourglass Capital, LLC | 186,310 | $7.00M | 2.34% | −141,150−43.1% | Reduced |
| Eaton Vance Management | 187,479 | $7.05M | 0.01% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 203,815 | $7.66M | 0.02% | −3,100−1.5% | Reduced |
| Swiss National Bank | 203,917 | $7.66M | 0.00% | −2,800−1.4% | Reduced |
| American International Group, Inc. | 212,220 | $7.97M | 0.04% | −6,532−3.0% | Reduced |
| Credit Suisse AG | 218,707 | $8.22M | 0.01% | +92,473+73.3% | Added |
| Brandywine Global Investment Management, LLC | 232,998 | $8.76M | 0.06% | +60.0% | Added |
| Alliancebernstein L.P. | 235,697 | $8.86M | 0.00% | −264−0.1% | Reduced |
| Country Club Trust Company, n.a. | 259,720 | $9.80M | 0.77% | −1,523−0.6% | Reduced |
| Interval Partners, LP | 291,077 | $10.9M | 0.74% | +27,936+10.6% | Added |
| Rhumbline Advisers | 293,172 | $11.0M | 0.01% | −1,943−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 297,430 | $11.2M | 0.05% | −42,573−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 300,932 | $11.3M | 0.01% | −496−0.2% | Reduced |
| Sprott Inc. | 349,605 | $13.1M | 0.95% | −35,395−9.2% | Reduced |
| Ameriprise Financial Inc | 359,699 | $13.5M | 0.00% | +151,805+73.0% | Added |
| Millennium Management LLC | 377,335 | $14.2M | 0.02% | −622,123−62.2% | Reduced |
| Foundation Resource Management Inc | 380,869 | $14.3M | 2.78% | +5,145+1.4% | Added |
| Chiron Investment Management, LLC | 412,328 | $15.5M | 1.76% | +412,328 | New |
| AQR Capital Management LLC | 424,010 | $15.9M | 0.03% | −201,367−32.2% | Reduced |
| Azora Capital LP | 453,090 | $17.0M | 2.66% | +453,090 | New |
| Prospector Partners LLC | 463,900 | $17.4M | 2.02% | +13,950+3.1% | Added |
| Principal Financial Group Inc | 485,749 | $18.3M | 0.01% | −15,034−3.0% | Reduced |
| HighTower Advisors, LLC | 488,986 | $18.4M | 0.04% | +14,068+3.0% | Added |
| Royce & Associates LP | 493,715 | $18.6M | 0.14% | +9,450+2.0% | Added |
| Panagora Asset Management Inc | 499,942 | $18.8M | 0.10% | −12,224−2.4% | Reduced |
| Balyasny Asset Management LLC | 524,714 | $19.7M | 0.08% | +484,198+1,195.1% | Added |
| Bank of America Corp | 581,184 | $21.8M | 0.00% | +138,080+31.2% | Added |
| Goldman Sachs Group Inc | 588,089 | $22.1M | 0.01% | −55,933−8.7% | Reduced |
| JPMorgan Chase & Co | 589,402 | $22.1M | 0.00% | −23,667−3.9% | Reduced |
| Schroder Investment Management Group | 604,190 | $22.7M | 0.03% | +49,402+8.9% | Added |
| Commonwealth Equity Services, LLC | 666,877 | $25.1M | 0.06% | −42,568−6.0% | Reduced |
| Basswood Capital Management, L.L.C. | 755,893 | $28.4M | 1.30% | −17,017−2.2% | Reduced |
| Norges Bank | 806,914 | $30.3M | 0.01% | +51,000+6.7% | Added |
| Nuveen Asset Management, LLC | 938,231 | $35.3M | 0.01% | +200,360+27.2% | Added |
| FIL Ltd | 958,471 | $36.0M | 0.04% | −7,334−0.8% | Reduced |
| Invesco Ltd. | 1,131,623 | $42.5M | 0.01% | +68,375+6.4% | Added |
| Northern Trust Corp | 1,517,191 | $57.0M | 0.01% | −30,785−2.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,557,328 | $58.5M | 0.34% | +70,170+4.7% | Added |
| Victory Capital Management Inc | 1,630,507 | $61.3M | 0.06% | +167,257+11.4% | Added |
| Geode Capital Management, LLC | 1,705,238 | $64.1M | 0.01% | −64,348−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,063,750 | $77.6M | 0.02% | +109,289+5.6% | Added |
| Dimensional Fund Advisors LP | 2,209,244 | $83.0M | 0.03% | −6,991−0.3% | Reduced |
| Burgundy Asset Management Ltd. | 2,358,705 | $88.6M | 0.86% | +29,482+1.3% | Added |
| Bank of New York Mellon Corp | 2,506,533 | $94.2M | 0.02% | +32,221+1.3% | Added |
| Ruffer LLP | 2,901,495 | $110.9M | 2.67% | −258,781−8.2% | Reduced |
| Great West Life Assurance Co | 3,008,320 | $112.7M | 0.23% | +133,114+4.6% | Added |
| State Street Corp | 3,121,178 | $117.3M | 0.01% | +91,710+3.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,240,286 | $121.8M | 29.09% | −118,267−3.5% | Reduced |
| FMR LLC | 4,480,079 | $168.4M | 0.01% | −61,831−1.4% | Reduced |
| Vanguard Group Inc | 9,157,818 | $344.1M | 0.01% | −108,007−1.2% | Reduced |
| BlackRock Inc. | 12,535,215 | $471.1M | 0.01% | −54,931−0.4% | Reduced |
| Sofos Investments, Inc. | 76 | – | – | +75+7,500.0% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,191,929−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −447,841−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −85,225−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −82,948−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −81,711−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −76,562−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −75,504−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −35,017−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −33,581−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −33,467−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −18,034−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,977−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −15,782−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −14,686−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −11,054−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,105−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,319−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Security National Trust Co | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |