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, Q1 2022
Institutional positions in Federated Hermes, Inc. as of Mar 31, 2022. 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
- +3 vs. Q4 2021
- Shares held
- 76.0M
- −1.13M (−1.5%) vs. Q4 2021
- Total value
- $2.59B
- −$306.6M (−10.6%) vs. Q4 2021
- New holders
- 32
- 90 more added
- Sold out
- 29
- 98 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 11 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Glassman Wealth Services | 43 | $1.00K | 0.00% | −7−14.0% | Reduced |
| Roble, Belko & Company, Inc | 20 | $1.00K | 0.00% | −35−63.6% | Reduced |
| Assetmark, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 21 | $1.00K | 0.00% | +1+5.0% | Added |
| Disciplined Investments, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Hexagon Capital Partners LLC | 15 | $1.00K | 0.00% | +15 | New |
| Sageworth Trust Co of South Dakota | 73 | $2.00K | 0.00% | −330−81.9% | Reduced |
| Manchester Capital Management LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 190 | $2.00K | 0.00% | +164+630.8% | Added |
| Cordant, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| Steward Partners Investment Advisory, LLC | 100 | $3.00K | 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% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $3.00K | 0.00% | +41+117.1% | Added |
| First Horizon Advisors, Inc. | 125 | $4.00K | 0.00% | −3−2.3% | Reduced |
| Quadrant Capital Group LLC | 124 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 68 | $4.00K | 0.00% | −8−10.5% | Reduced |
| Rosenberg Matthew Hamilton | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 151 | $5.00K | 0.00% | +151 | New |
| Contravisory Investment Management, Inc. | 154 | $5.00K | 0.00% | +154 | New |
| Huntington National Bank | 189 | $6.00K | 0.00% | +5+2.7% | Added |
| Zullo Investment Group, Inc. | 164 | $6.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 203 | $6.91K | 0.00% | +203 | New |
| TCI Wealth Advisors, Inc. | 241 | $8.00K | 0.00% | −61−20.2% | Reduced |
| Zions Bancorporation, N.A. | 294 | $10.0K | 0.00% | +294 | New |
| Kelly Financial Services LLC | 321 | $10.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 391 | $13.0K | 0.00% | −375−49.0% | Reduced |
| Central Trust Co | 370 | $13.0K | 0.00% | +370 | New |
| Parallel Advisors, LLC | 424 | $15.0K | 0.00% | +111+35.5% | Added |
| Global Retirement Partners, LLC | 450 | $15.0K | 0.00% | +450 | New |
| Baystate Wealth Management LLC | 491 | $17.0K | 0.00% | +4+0.8% | Added |
| Rockefeller Capital Management L.P. | 517 | $17.0K | 0.00% | +17+3.4% | Added |
| Signaturefd, LLC | 521 | $18.0K | 0.00% | +101+24.0% | Added |
| Win Advisors, Inc | 597 | $20.0K | 0.01% | +597 | New |
| Hudock, Inc. | 750 | $25.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 797 | $27.0K | 0.02% | +4+0.5% | Added |
| Nomura Asset Management Co Ltd | 860 | $29.3K | 0.00% | +860 | New |
| Spire Wealth Management | 950 | $32.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,246 | $42.0K | 0.00% | +254+25.6% | Added |
| TD Private Client Wealth LLC | 1,544 | $52.6K | 0.00% | +1,544 | New |
| State of Wyoming | 1,569 | $53.0K | 0.03% | +1,569 | New |
| Umb Bank N A | 1,579 | $54.0K | 0.00% | +200+14.5% | Added |
| Dark Forest Capital Management LP | 1,623 | $55.0K | 0.01% | −345−17.5% | Reduced |
| JJJ Advisors Inc. | 2,063 | $70.0K | 0.02% | −806−28.1% | Reduced |
| EMC Capital Management | 3,099 | $88.0K | 0.06% | +3,099 | New |
| Simplex Trading, LLC | 2,650 | $90.0K | 0.00% | +2,357+804.4% | Added |
| Tower Research Capital LLC (TRC) | 2,801 | $95.0K | 0.00% | −6,239−69.0% | Reduced |
| City State Bank | 2,967 | $101.0K | 0.06% | −171−5.4% | Reduced |
| Captrust Financial Advisors | 3,320 | $113.0K | 0.00% | −80−2.4% | Reduced |
| Macquarie Group Ltd | 3,568 | $122.0K | 0.00% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 3,700 | $126.0K | 0.00% | +3,700 | New |
| Covestor Ltd | 3,780 | $129.0K | 0.09% | +980+35.0% | Added |
| UBS Group AG | 4,455 | $151.0K | 0.00% | −85,255−95.0% | Reduced |
| Belpointe Asset Management LLC | 4,519 | $154.0K | 0.01% | +4,519 | New |
| Metropolitan Life Insurance Co | 5,815 | $198.1K | 0.01% | −33,074−85.0% | Reduced |
| Duality Advisers, LP | 5,935 | $202.0K | 0.02% | +5,935 | New |
| Susquehanna International Group, LLP | 5,973 | $203.0K | 0.00% | −13,148−68.8% | Reduced |
| Algert Global LLC | 5,955 | $203.0K | 0.01% | +5,955 | New |
| FinTrust Capital Advisors, LLC | 6,000 | $204.0K | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,050 | $206.0K | 0.01% | +6,050 | New |
| US Bancorp | 6,103 | $208.0K | 0.00% | −8−0.1% | Reduced |
| Mackenzie Financial Corp | 6,647 | $226.0K | 0.00% | +619+10.3% | Added |
| Bickling Financial Services, Inc. | 7,343 | $250.0K | 0.13% | +58+0.8% | Added |
| Public Employees Retirement System of Ohio | 7,356 | $251.0K | 0.00% | +101+1.4% | Added |
| Fifth Third Bancorp | 7,642 | $260.0K | 0.00% | +73+1.0% | Added |
| Bank of Montreal | 7,911 | $271.0K | 0.00% | −5−0.1% | Reduced |
| IMS Capital Management | 8,054 | $274.0K | 0.14% | +15+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,069 | $275.0K | 0.00% | +78+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 8,100 | $276.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,121 | $277.0K | 0.04% | −23,090−74.0% | Reduced |
| Profund Advisors LLC | 8,158 | $278.0K | 0.01% | +54+0.7% | Added |
| Cubic Asset Management, LLC | 8,320 | $283.0K | 0.07% | +8,320 | New |
| Securian Asset Management, Inc | 8,649 | $295.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 8,900 | $303.0K | 0.03% | −4,563−33.9% | Reduced |
| Gotham Asset Management, LLC | 9,348 | $318.0K | 0.01% | +933+11.1% | Added |
| Lokken Investment Group LLC | 11,440 | $326.0K | 0.26% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,628 | $328.0K | 0.01% | −7,262−43.0% | Reduced |
| Whitener Capital Management, Inc. | 9,900 | $337.0K | 0.13% | +300+3.1% | Added |
| Eukles Asset Management | 10,113 | $344.0K | 0.19% | −372−3.5% | Reduced |
| Bridgewater Associates, LP | 10,436 | $355.0K | 0.00% | −6,886−39.8% | Reduced |
| Wealthcare Advisory Partners LLC | 10,424 | $355.0K | 0.02% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,929 | $372.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 11,083 | $377.0K | 0.08% | +220+2.0% | Added |
| Verition Fund Management LLC | 11,373 | $387.0K | 0.01% | +11,373 | New |
| Mitsubishi UFJ Trust & Banking Corp | 11,548 | $393.0K | 0.00% | −5,200−31.0% | Reduced |
| Envestnet Asset Management Inc | 11,643 | $397.0K | 0.00% | +1,100+10.4% | Added |
| IndexIQ Advisors LLC | 11,839 | $403.0K | 0.01% | +11,839 | New |
| National Bank of Canada | 12,494 | $425.0K | 0.00% | +2,657+27.0% | Added |
| Jane Street Group, LLC | 12,477 | $425.0K | 0.00% | +6,975+126.8% | Added |
| Northwest Investment Counselors, LLC | 12,640 | $431.0K | 0.11% | 00.0% | Unchanged |
| First National Trust Co | 12,676 | $432.0K | 0.02% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 12,802 | $436.0K | 0.15% | −1,492−10.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,856 | $438.0K | 0.00% | +1,501+13.2% | Added |
| HSBC Holdings PLC | 12,747 | $438.0K | 0.00% | +3,894+44.0% | Added |
| State of Alaska, Department of Revenue | 13,824 | $470.0K | 0.00% | −190−1.4% | Reduced |