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 |
|---|---|---|---|---|---|
| Duality Advisers, LP | 5,935 | $202.0K | 0.02% | +5,935 | New |
| Metropolitan Life Insurance Co | 5,815 | $198.1K | 0.01% | −33,074−85.0% | Reduced |
| Belpointe Asset Management LLC | 4,519 | $154.0K | 0.01% | +4,519 | New |
| UBS Group AG | 4,455 | $151.0K | 0.00% | −85,255−95.0% | Reduced |
| Covestor Ltd | 3,780 | $129.0K | 0.09% | +980+35.0% | Added |
| NN Investment Partners Holdings N.V. | 3,700 | $126.0K | 0.00% | +3,700 | New |
| Macquarie Group Ltd | 3,568 | $122.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,320 | $113.0K | 0.00% | −80−2.4% | Reduced |
| City State Bank | 2,967 | $101.0K | 0.06% | −171−5.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,801 | $95.0K | 0.00% | −6,239−69.0% | Reduced |
| Simplex Trading, LLC | 2,650 | $90.0K | 0.00% | +2,357+804.4% | Added |
| EMC Capital Management | 3,099 | $88.0K | 0.06% | +3,099 | New |
| JJJ Advisors Inc. | 2,063 | $70.0K | 0.02% | −806−28.1% | Reduced |
| Dark Forest Capital Management LP | 1,623 | $55.0K | 0.01% | −345−17.5% | Reduced |
| Umb Bank N A | 1,579 | $54.0K | 0.00% | +200+14.5% | Added |
| State of Wyoming | 1,569 | $53.0K | 0.03% | +1,569 | New |
| TD Private Client Wealth LLC | 1,544 | $52.6K | 0.00% | +1,544 | New |
| Van Eck Associates Corp | 1,246 | $42.0K | 0.00% | +254+25.6% | Added |
| Spire Wealth Management | 950 | $32.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 860 | $29.3K | 0.00% | +860 | New |
| S.A. Mason LLC | 797 | $27.0K | 0.02% | +4+0.5% | Added |
| Hudock, Inc. | 750 | $25.0K | 0.01% | 00.0% | Unchanged |
| Win Advisors, Inc | 597 | $20.0K | 0.01% | +597 | New |
| Signaturefd, LLC | 521 | $18.0K | 0.00% | +101+24.0% | Added |
| 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 |
| Parallel Advisors, LLC | 424 | $15.0K | 0.00% | +111+35.5% | Added |
| Global Retirement Partners, LLC | 450 | $15.0K | 0.00% | +450 | New |
| Allworth Financial LP | 391 | $13.0K | 0.00% | −375−49.0% | Reduced |
| Central Trust Co | 370 | $13.0K | 0.00% | +370 | New |
| Kelly Financial Services LLC | 321 | $10.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 294 | $10.0K | 0.00% | +294 | New |
| TCI Wealth Advisors, Inc. | 241 | $8.00K | 0.00% | −61−20.2% | Reduced |
| WR Wealth Planners, LLC | 203 | $6.91K | 0.00% | +203 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Toronto Dominion Bank | 11 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −755,893−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −453,090−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −412,328−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −377,335−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −73,217−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −64,581−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −43,952−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −33,700−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −28,825−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −26,666−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −22,840−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −18,829−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,702−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,610−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,766−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −8,030−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,374−100.0% | Sold out |
| Fragasso Group Inc. | 0 | $0 | 0.00% | −5,734−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −5,612−100.0% | Sold out |
| Aufman Associates Inc | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| DMG Group, LLC | 0 | $0 | 0.00% | −6,368−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −4,325−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Country Club Trust Company, n.a. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |