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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Federated Hermes, Inc. as of Jun 30, 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
- 259
- +5 vs. Q1 2022
- Shares held
- 72.9M
- −2.86M (−3.8%) vs. Q1 2022
- Total value
- $2.32B
- −$264.3M (−10.2%) vs. Q1 2022
- New holders
- 33
- 70 more added
- Sold out
- 28
- 122 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 390 | $3.67B |
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 15 | $0 | 0.00% | −5−25.0% | Reduced |
| Lee Financial Co | 5 | $0 | 0.00% | +5 | New |
| CWM, LLC | 13 | $0 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 15 | $0 | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 12 | $381 | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 41 | $1.00K | 0.00% | −35−46.1% | Reduced |
| Glassman Wealth Services | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $1.00K | 0.00% | +2+8.0% | Added |
| Lindbrook Capital, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Steward Financial Group LLC | 56 | $1.00K | 0.00% | +56 | New |
| Aua Capital Management, LLC | 69 | $2.00K | 0.00% | −14−16.9% | Reduced |
| Sageworth Trust Co of South Dakota | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $2.00K | 0.00% | +32+152.4% | Added |
| TCI Wealth Advisors, Inc. | 105 | $3.00K | 0.00% | −136−56.4% | Reduced |
| PFG Private Wealth Management, LLC | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 94 | $3.00K | 0.00% | +79+526.7% | Added |
| Meeder Asset Management Inc | 97 | $3.00K | 0.00% | +97 | New |
| Massmutual Trust Co FSB | 107 | $3.00K | 0.00% | +107 | New |
| Fieldpoint Private Securities, LLC | 125 | $4.00K | 0.00% | −10,958−98.9% | Reduced |
| Rosenberg Matthew Hamilton | 139 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 128 | $4.00K | 0.00% | +3+2.4% | Added |
| Quadrant Capital Group LLC | 124 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 164 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 153 | $5.00K | 0.00% | +2+1.3% | Added |
| Contravisory Investment Management, Inc. | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $5.00K | 0.00% | +162 | New |
| Huntington National Bank | 194 | $6.00K | 0.00% | +5+2.6% | Added |
| WR Wealth Planners, LLC | 203 | $6.45K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 216 | $7.00K | 0.00% | −78−26.5% | Reduced |
| Kelly Financial Services LLC | 321 | $10.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 370 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 413 | $13.0K | 0.00% | −37−8.2% | Reduced |
| WFA of San Diego, LLC | 435 | $14.0K | 0.01% | +435 | New |
| Signaturefd, LLC | 469 | $15.0K | 0.00% | −52−10.0% | Reduced |
| Parallel Advisors, LLC | 474 | $15.0K | 0.00% | +50+11.8% | Added |
| Riverview Trust Co | 487 | $15.0K | 0.01% | +487 | New |
| Baystate Wealth Management LLC | 495 | $16.0K | 0.00% | +4+0.8% | Added |
| Rockefeller Capital Management L.P. | 507 | $16.0K | 0.00% | −10−1.9% | Reduced |
| State of Wyoming | 650 | $21.0K | 0.01% | −919−58.6% | Reduced |
| Hudock, Inc. | 750 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 663 | $23.0K | 0.00% | +663 | New |
| S.A. Mason LLC | 801 | $25.0K | 0.02% | +4+0.5% | Added |
| Nomura Asset Management Co Ltd | 860 | $27.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 908 | $29.0K | 0.00% | −10,640−92.1% | Reduced |
| Win Advisors, Inc | 900 | $29.0K | 0.06% | +303+50.8% | Added |
| Spire Wealth Management | 950 | $30.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,316 | $41.8K | 0.00% | −228−14.8% | Reduced |
| Umb Bank N A | 1,570 | $50.0K | 0.00% | −9−0.6% | Reduced |
| Van Eck Associates Corp | 1,647 | $52.0K | 0.00% | +401+32.2% | Added |
| EverSource Wealth Advisors, LLC | 2,081 | $66.0K | 0.02% | +2,081 | New |
| JJJ Advisors Inc. | 2,239 | $76.0K | 0.02% | +176+8.5% | Added |
| City State Bank | 2,809 | $89.0K | 0.06% | −158−5.3% | Reduced |
| Captrust Financial Advisors | 3,326 | $106.0K | 0.00% | +6+0.2% | Added |
| Denali Advisors LLC | 3,400 | $108.0K | 0.05% | +3,400 | New |
| Macquarie Group Ltd | 3,568 | $113.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,138 | $132.0K | 0.11% | +358+9.5% | Added |
| UBS Group AG | 4,451 | $142.0K | 0.00% | −4−0.1% | Reduced |
| Belpointe Asset Management LLC | 4,519 | $144.0K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 4,594 | $146.0K | 0.12% | +1,495+48.2% | Added |
| Metropolitan Life Insurance Co | 5,299 | $168.5K | 0.01% | −516−8.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,317 | $169.0K | 0.00% | −36,385−87.3% | Reduced |
| IMA Wealth, Inc. | 5,683 | $181.0K | 0.04% | −76,580−93.1% | Reduced |
| Ridgewood Investments LLC | 6,374 | $203.0K | 0.16% | +6,374 | New |
| FinTrust Capital Advisors, LLC | 6,000 | $206.0K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,660 | $212.0K | 0.09% | +6,660 | New |
| Vise Technologies, Inc. | 7,012 | $223.0K | 0.09% | +7,012 | New |
| Mackenzie Financial Corp | 7,096 | $226.0K | 0.00% | +449+6.8% | Added |
| Tower Research Capital LLC (TRC) | 7,137 | $227.0K | 0.01% | +4,336+154.8% | Added |
| JustInvest LLC | 7,141 | $227.0K | 0.01% | +7,141 | New |
| Public Employees Retirement System of Ohio | 7,188 | $229.0K | 0.00% | −168−2.3% | Reduced |
| Bickling Financial Services, Inc. | 7,408 | $236.0K | 0.15% | +65+0.9% | Added |
| Fifth Third Bancorp | 7,508 | $239.0K | 0.00% | −134−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,649 | $243.0K | 0.00% | −420−5.2% | Reduced |
| Eqis Capital Management, Inc. | 7,928 | $252.0K | 0.03% | −972−10.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,100 | $257.0K | 0.01% | 00.0% | Unchanged |
| IMS Capital Management | 8,071 | $257.0K | 0.17% | +17+0.2% | Added |
| Crossmark Global Holdings, Inc. | 8,380 | $266.0K | 0.01% | −11,004−56.8% | Reduced |
| Securian Asset Management, Inc | 8,356 | $266.0K | 0.01% | −293−3.4% | Reduced |
| AlphaCrest Capital Management LLC | 8,498 | $270.0K | 0.01% | +8,498 | New |
| Bridgefront Capital, LLC | 8,513 | $271.0K | 0.30% | +8,513 | New |
| Verition Fund Management LLC | 8,649 | $275.0K | 0.01% | −2,724−24.0% | Reduced |
| Bank of Montreal | 9,066 | $292.0K | 0.00% | +1,155+14.6% | Added |
| Whitener Capital Management, Inc. | 9,600 | $305.0K | 0.14% | −300−3.0% | Reduced |
| United Services Automobile Association | 10,360 | $330.0K | 0.01% | +10,360 | New |
| Wealthcare Advisory Partners LLC | 10,424 | $331.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,468 | $333.0K | 0.02% | +10,468 | New |
| AXA S.A. | 10,600 | $337.0K | 0.00% | −20,100−65.5% | Reduced |
| Staley Capital Advisers Inc | 10,929 | $347.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 11,359 | $361.0K | 0.00% | +5,256+86.1% | Added |
| Envestnet Asset Management Inc | 11,558 | $367.0K | 0.00% | −85−0.7% | Reduced |
| First National Trust Co | 12,272 | $390.0K | 0.02% | −404−3.2% | Reduced |
| Northwest Investment Counselors, LLC | 12,390 | $394.0K | 0.12% | −250−2.0% | Reduced |
| South Dakota Investment Council | 12,765 | $406.0K | 0.01% | −3,198−20.0% | Reduced |
| Cim Investment Mangement Inc | 12,802 | $407.0K | 0.17% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,856 | $409.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 12,942 | $411.0K | 0.00% | +448+3.6% | Added |
| State of Alaska, Department of Revenue | 13,159 | $418.0K | 0.01% | −665−4.8% | Reduced |
| SG Americas Securities, LLC | 13,185 | $419.0K | 0.01% | −14,772−52.8% | Reduced |