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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 50,042 | $1.88M | 0.02% | +50,042 | New |
| Janney Montgomery Scott LLC | 49,606 | $1.86M | 0.01% | −600−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 45,885 | $1.72M | 0.33% | −2,916−6.0% | Reduced |
| Taylor Frigon Capital Management LLC | 45,279 | $1.70M | 0.53% | +564+1.3% | Added |
| Brookfield Asset Management Inc. | 43,952 | $1.65M | 0.01% | +43,952 | New |
| Congress Asset Management Co | 41,891 | $1.57M | 0.01% | +120.0% | Added |
| Toroso Investments, LLC | 41,526 | $1.56M | 0.05% | −2,123−4.9% | Reduced |
| Palisade Asset Management, LLC | 41,040 | $1.54M | 0.17% | 00.0% | Unchanged |
| Citigroup Inc | 41,015 | $1.54M | 0.00% | +18,236+80.1% | Added |
| Allspring Global Investments Holdings, LLC | 40,462 | $1.52M | 0.00% | +40,462 | New |
| Simmons Bank | 40,146 | $1.51M | 0.11% | −1,160−2.8% | Reduced |
| CWA Asset Management Group, LLC | 39,539 | $1.49M | 0.11% | +30+0.1% | Added |
| Metropolitan Life Insurance Co | 38,889 | $1.46M | 0.02% | −2,154−5.2% | Reduced |
| Comerica Bank | 43,521 | $1.42M | 0.01% | −635−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 37,580 | $1.41M | 0.00% | −30,820−45.1% | Reduced |
| ProShare Advisors LLC | 37,427 | $1.41M | 0.00% | +10,126+37.1% | Added |
| Hussman Strategic Advisors, Inc. | 36,400 | $1.37M | 0.30% | −15,000−29.2% | Reduced |
| Voya Investment Management LLC | 36,164 | $1.36M | 0.00% | −1,640−4.3% | Reduced |
| Price T Rowe Associates Inc | 34,917 | $1.31M | 0.00% | −1,641−4.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 34,414 | $1.29M | 0.03% | −1,404−3.9% | Reduced |
| Ameritas Investment Partners, Inc. | 33,271 | $1.25M | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 32,648 | $1.23M | 0.00% | +11,569+54.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,108 | $1.21M | 0.01% | −122−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 31,697 | $1.19M | 0.01% | +100+0.3% | Added |
| FJ Capital Management LLC | 31,000 | $1.18M | 0.10% | +31,000 | New |
| Russell Investments Group, Ltd. | 31,422 | $1.18M | 0.00% | −6,977−18.2% | Reduced |
| Gsa Capital Partners LLP | 31,211 | $1.17M | 0.15% | +31,211 | New |
| Raymond James & Associates | 31,112 | $1.17M | 0.00% | +1,803+6.2% | Added |
| AXA S.A. | 30,700 | $1.15M | 0.00% | −1,100−3.5% | Reduced |
| Creative Planning | 30,699 | $1.15M | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 30,360 | $1.14M | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 33,700 | $1.11M | 0.00% | +33,700 | New |
| Blueshift Asset Management, LLC | 28,825 | $1.08M | 0.10% | −38,602−57.3% | Reduced |
| Capital City Trust Co | 27,307 | $1.03M | 0.29% | +52+0.2% | Added |
| Allianz Asset Management GmbH | 27,232 | $1.02M | 0.00% | −937−3.3% | Reduced |
| Inlet Private Wealth, LLC | 27,033 | $1.02M | 0.25% | 00.0% | Unchanged |
| Franklin Resources Inc | 26,666 | $1.00M | 0.00% | −118−0.4% | Reduced |
| Appleton Partners Inc | 25,700 | $966.0K | 0.07% | −440−1.7% | Reduced |
| Rodgers Brothers Inc. | 25,555 | $960.0K | 0.17% | 00.0% | Unchanged |
| Busey Wealth Management | 25,373 | $954.0K | 0.04% | −1,600−5.9% | Reduced |
| Arizona State Retirement System | 24,944 | $937.0K | 0.01% | −539−2.1% | Reduced |
| Louisiana State Employees Retirement System | 24,900 | $936.0K | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 24,549 | $923.0K | 0.00% | +100+0.4% | Added |
| Tudor Investment Corp Et Al | 23,519 | $884.0K | 0.02% | +23,519 | New |
| Stratos Wealth Partners, LTD. | 22,840 | $858.0K | 0.02% | −1,612−6.6% | Reduced |
| STRS Ohio | 21,700 | $815.0K | 0.00% | −10,800−33.2% | Reduced |
| Handelsbanken Fonder AB | 20,853 | $784.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,796 | $782.0K | 0.01% | −59,855−74.2% | Reduced |
| Ontario Teachers Pension Plan Board | 20,143 | $757.0K | 0.01% | −9,283−31.5% | Reduced |
| New Mexico Educational Retirement Board | 19,500 | $733.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,121 | $719.0K | 0.00% | +9,571+100.2% | Added |
| Crossmark Global Holdings, Inc. | 19,084 | $717.0K | 0.02% | +11,210+142.4% | Added |
| Gyon Technologies Capital Management, LP | 18,829 | $708.0K | 0.13% | −12,117−39.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 18,321 | $689.0K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 18,286 | $687.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 18,012 | $677.0K | 0.00% | +2,802+18.4% | Added |
| Nisa Investment Advisors, LLC | 20,250 | $670.0K | 0.01% | −7,650−27.4% | Reduced |
| Bridgewater Associates, LP | 17,322 | $651.0K | 0.00% | −20,916−54.7% | Reduced |
| Diversified Trust Co | 17,049 | $641.0K | 0.02% | +1,287+8.2% | Added |
| Walleye Trading LLC | 16,890 | $635.0K | 0.01% | +16,890 | New |
| Mitsubishi UFJ Trust & Banking Corp | 16,748 | $629.0K | 0.00% | −4,862−22.5% | Reduced |
| McMahon Financial Advisors, LLC | 16,400 | $616.0K | 0.26% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,164 | $607.0K | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 16,110 | $605.0K | 0.29% | −2,800−14.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,054 | $603.0K | 0.01% | −61−0.4% | Reduced |
| 1620 Investment Advisors, Inc. | 15,578 | $585.0K | 0.65% | +15,578 | New |
| Public Employees Retirement Association of Colorado | 15,147 | $569.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 14,294 | $537.0K | 0.16% | +3,307+30.1% | Added |
| Northwestern Mutual Wealth Management Co | 14,231 | $535.0K | 0.00% | +1,384+10.8% | Added |
| Xponance, Inc. | 14,172 | $533.0K | 0.01% | −320−2.2% | Reduced |
| Unison Advisors LLC | 14,039 | $528.0K | 0.13% | +114+0.8% | Added |
| State of Alaska, Department of Revenue | 14,014 | $526.0K | 0.01% | −1,370−8.9% | Reduced |
| Eqis Capital Management, Inc. | 13,463 | $506.0K | 0.04% | −926−6.4% | Reduced |
| 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 |
| Northwest Investment Counselors, LLC | 12,640 | $475.0K | 0.12% | 00.0% | Unchanged |
| SEI Investments Co | 11,865 | $446.0K | 0.00% | −38,891−76.6% | Reduced |
| Engineers Gate Manager LP | 11,610 | $436.0K | 0.02% | +11,610 | New |
| Lokken Investment Group LLC | 11,440 | $430.0K | 0.31% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,355 | $427.0K | 0.00% | +1,263+12.5% | Added |
| Staley Capital Advisers Inc | 10,929 | $411.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10,863 | $408.0K | 0.08% | +2,625+31.9% | Added |
| Envestnet Asset Management Inc | 10,543 | $396.0K | 0.00% | −1,600−13.2% | Reduced |
| Eukles Asset Management | 10,485 | $394.0K | 0.19% | +36+0.3% | Added |
| Wealthcare Advisory Partners LLC | 10,424 | $392.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 9,837 | $370.0K | 0.00% | +9,837 | New |
| Pacer Advisors, Inc. | 9,766 | $367.0K | 0.00% | +117+1.2% | Added |
| Whitener Capital Management, Inc. | 9,600 | $360.0K | 0.13% | +200+2.1% | Added |
| Tower Research Capital LLC (TRC) | 9,040 | $340.0K | 0.01% | +3,529+64.0% | Added |
| HSBC Holdings PLC | 8,853 | $335.0K | 0.00% | +8,853 | New |
| Securian Asset Management, Inc | 8,649 | $325.0K | 0.01% | −100−1.1% | Reduced |
| Gotham Asset Management, LLC | 8,415 | $316.0K | 0.01% | −11,931−58.6% | Reduced |
| Profund Advisors LLC | 8,104 | $305.0K | 0.01% | +140+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 8,100 | $304.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Raymond James Financial Services Advisors, Inc. | 7,991 | $300.0K | 0.00% | +505+6.7% | Added |
| Bank of Montreal | 7,916 | $299.0K | 0.00% | −363,862−97.9% | Reduced |
| Fifth Third Bancorp | 7,569 | $284.0K | 0.00% | +152+2.0% | Added |
| Bickling Financial Services, Inc. | 7,285 | $274.0K | 0.13% | +55+0.8% | Added |