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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4,138 | $132.0K | 0.11% | +358+9.5% | Added |
| Macquarie Group Ltd | 3,568 | $113.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 3,400 | $108.0K | 0.05% | +3,400 | New |
| Captrust Financial Advisors | 3,326 | $106.0K | 0.00% | +6+0.2% | Added |
| City State Bank | 2,809 | $89.0K | 0.06% | −158−5.3% | Reduced |
| JJJ Advisors Inc. | 2,239 | $76.0K | 0.02% | +176+8.5% | Added |
| EverSource Wealth Advisors, LLC | 2,081 | $66.0K | 0.02% | +2,081 | New |
| Van Eck Associates Corp | 1,647 | $52.0K | 0.00% | +401+32.2% | Added |
| Umb Bank N A | 1,570 | $50.0K | 0.00% | −9−0.6% | Reduced |
| TD Private Client Wealth LLC | 1,316 | $41.8K | 0.00% | −228−14.8% | Reduced |
| Spire Wealth Management | 950 | $30.0K | 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 |
| Nomura Asset Management Co Ltd | 860 | $27.3K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 801 | $25.0K | 0.02% | +4+0.5% | Added |
| Hudock, Inc. | 750 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 663 | $23.0K | 0.00% | +663 | New |
| State of Wyoming | 650 | $21.0K | 0.01% | −919−58.6% | Reduced |
| 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 |
| 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 |
| WFA of San Diego, LLC | 435 | $14.0K | 0.01% | +435 | New |
| Global Retirement Partners, LLC | 413 | $13.0K | 0.00% | −37−8.2% | Reduced |
| Central Trust Co | 370 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 321 | $10.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 216 | $7.00K | 0.00% | −78−26.5% | Reduced |
| WR Wealth Planners, LLC | 203 | $6.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 194 | $6.00K | 0.00% | +5+2.6% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 12 | $381 | 0.00% | +12 | New |
| 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 |
| IFP Advisors, Inc | 149 | – | – | −41−21.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −267,200−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −243,585−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −66,062−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −64,300−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −51,937−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −38,821−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,723−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −16,783−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,747−100.0% | Sold out |
| Eukles Asset Management | 0 | $0 | 0.00% | −10,113−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,628−100.0% | Sold out |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −11,440−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −9,348−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −8,158−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,121−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,955−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,935−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |