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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 7,255 | $273.0K | 0.00% | +221+3.1% | Added |
| Advisor Group Holdings, Inc. | 7,178 | $269.0K | 0.00% | +138+2.0% | Added |
| Cubist Systematic Strategies, LLC | 7,097 | $267.0K | 0.00% | +7,097 | New |
| Fox Run Management, L.L.C. | 6,374 | $240.0K | 0.14% | +6,374 | New |
| US Bancorp | 6,111 | $230.0K | 0.00% | −45−0.7% | Reduced |
| Mackenzie Financial Corp | 6,028 | $227.0K | 0.00% | −314−5.0% | Reduced |
| FinTrust Capital Advisors, LLC | 6,000 | $225.0K | 0.05% | 00.0% | Unchanged |
| Fragasso Group Inc. | 5,734 | $215.0K | 0.03% | +5,734 | New |
| Pathstone Family Office, LLC | 5,612 | $211.0K | 0.01% | +5,612 | New |
| Aufman Associates Inc | 5,580 | $210.0K | 0.16% | −2,043−26.8% | Reduced |
| Jane Street Group, LLC | 5,502 | $207.0K | 0.00% | −4,378−44.3% | Reduced |
| DMG Group, LLC | 6,368 | $203.0K | 0.18% | +6,368 | New |
| Confluence Wealth Services, Inc. | 4,325 | $162.0K | 0.05% | +4,325 | New |
| Denali Advisors LLC | 3,800 | $143.0K | 0.05% | −6,300−62.4% | Reduced |
| Macquarie Group Ltd | 3,568 | $134.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,400 | $128.0K | 0.00% | +186+5.8% | Added |
| City State Bank | 3,138 | $118.0K | 0.07% | +3,138 | New |
| JJJ Advisors Inc. | 2,869 | $108.0K | 0.03% | +1,007+54.1% | Added |
| Covestor Ltd | 2,800 | $105.0K | 0.15% | +2,800 | New |
| Dark Forest Capital Management LP | 1,968 | $74.0K | 0.03% | +1,968 | New |
| Umb Bank N A | 1,379 | $52.0K | 0.00% | +1,379 | New |
| Van Eck Associates Corp | 992 | $37.0K | 0.00% | −2,301−69.9% | Reduced |
| Spire Wealth Management | 950 | $36.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 793 | $30.0K | 0.02% | +4+0.5% | Added |
| Allworth Financial LP | 766 | $29.0K | 0.00% | +400+109.3% | Added |
| Hudock, Inc. | 750 | $28.0K | 0.01% | 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 |
| Signaturefd, LLC | 420 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 403 | $15.0K | 0.02% | +403 | New |
| Kelly Financial Services LLC | 321 | $12.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 313 | $12.0K | 0.00% | +31+11.0% | Added |
| 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 |
| CWM, LLC | 200 | $8.00K | 0.00% | +200 | New |
| Huntington National Bank | 184 | $7.00K | 0.00% | +5+2.8% | Added |
| Harbour Investments, Inc. | 162 | $6.00K | 0.00% | −44−21.4% | Reduced |
| Zullo Investment Group, Inc. | 164 | $6.00K | 0.00% | +164 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 9 | $338 | 0.00% | +9 | New |
| Toronto Dominion Bank | 11 | $0 | 0.00% | +11 | New |
| 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 |