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, Q3 2022
Institutional positions in Federated Hermes, Inc. as of Sep 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
- 279
- +22 vs. Q2 2022
- Shares held
- 70.3M
- −2.50M (−3.4%) vs. Q2 2022
- Total value
- $2.33B
- +$10.7M (+0.5%) vs. Q2 2022
- New holders
- 42
- 83 more added
- Sold out
- 20
- 109 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 17 | $563 | 0.00% | +5+41.7% | Added |
| Covestor Ltd | 16 | $1.00K | 0.00% | −4,122−99.6% | Reduced |
| Glassman Wealth Services | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 30 | $1.00K | 0.00% | +3+11.1% | Added |
| Bell Investment Advisors, Inc | 30 | $1.00K | 0.00% | +15+100.0% | Added |
| Farmers & Merchants Investments Inc | 43 | $1.00K | 0.00% | +43 | New |
| SJS Investment Consulting Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Aua Capital Management, LLC | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 47 | $2.00K | 0.00% | +31+193.8% | Added |
| Howe & Rusling Inc | 62 | $2.00K | 0.00% | +62 | New |
| Winch Advisory Services, LLC | 91 | $3.00K | 0.00% | +1+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 77 | $3.00K | 0.00% | +24+45.3% | Added |
| Quadrant Capital Group LLC | 124 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 113 | $4.00K | 0.00% | +8+7.6% | Added |
| PFG Private Wealth Management, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $4.00K | 0.00% | +66+161.0% | Added |
| Harbour Investments, Inc. | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 153 | $5.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 164 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 163 | $5.00K | 0.00% | +150+1,153.8% | Added |
| Huntington National Bank | 179 | $6.00K | 0.00% | −15−7.7% | Reduced |
| WR Wealth Planners, LLC | 203 | $6.72K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 321 | $10.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 328 | $11.0K | 0.00% | +234+248.9% | Added |
| Bessemer Group Inc | 350 | $12.0K | 0.00% | +350 | New |
| Global Retirement Partners, LLC | 413 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 500 | $16.0K | 0.00% | −7−1.4% | Reduced |
| Signaturefd, LLC | 476 | $16.0K | 0.00% | +7+1.5% | Added |
| Riverview Trust Co | 487 | $16.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 499 | $17.0K | 0.00% | +4+0.8% | Added |
| Parallel Advisors, LLC | 668 | $22.0K | 0.00% | +194+40.9% | Added |
| Hudock, Inc. | 750 | $24.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 763 | $25.0K | 0.01% | −1,318−63.3% | Reduced |
| S.A. Mason LLC | 805 | $27.0K | 0.02% | +4+0.5% | Added |
| Nomura Asset Management Co Ltd | 860 | $28.5K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 885 | $29.0K | 0.01% | −15−1.7% | Reduced |
| Wipfli Financial Advisors LLC, | 902 | $30.0K | 0.00% | +902 | New |
| TD Private Client Wealth LLC | 1,203 | $39.8K | 0.00% | −113−8.6% | Reduced |
| Central Trust Co | 1,520 | $50.0K | 0.00% | +1,150+310.8% | Added |
| Umb Bank N A | 1,550 | $51.0K | 0.00% | −20−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,716 | $54.0K | 0.00% | +1,053+158.8% | Added |
| Van Eck Associates Corp | 1,863 | $62.0K | 0.00% | +216+13.1% | Added |
| UBS Group AG | 1,902 | $63.0K | 0.00% | −2,549−57.3% | Reduced |
| Gladius Capital Management LP | 1,893 | $63.0K | 0.01% | +1,893 | New |
| Point72 Hong Kong Ltd | 2,601 | $86.0K | 0.01% | +2,601 | New |
| City State Bank | 2,809 | $93.0K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,346 | $108.0K | 0.04% | +1,107+49.4% | Added |
| Denali Advisors LLC | 3,400 | $113.0K | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,928 | $118.0K | 0.00% | −1,640−46.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,458 | $147.0K | 0.00% | −859−16.2% | Reduced |
| EMC Capital Management | 4,594 | $152.0K | 0.14% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,299 | $175.5K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5,465 | $181.0K | 0.05% | −218−3.8% | Reduced |
| Quantbot Technologies LP | 5,564 | $184.0K | 0.01% | +5,564 | New |
| Barclays PLC | 5,573 | $185.0K | 0.00% | +5,573 | New |
| Verition Fund Management LLC | 6,131 | $203.0K | 0.00% | −2,518−29.1% | Reduced |
| JustInvest LLC | 6,217 | $206.0K | 0.01% | −924−12.9% | Reduced |
| Virtus Investment Advisers, Inc. | 6,342 | $210.0K | 0.10% | +6,342 | New |
| Ridgewood Investments LLC | 6,368 | $211.0K | 0.18% | −6−0.1% | Reduced |
| Juncture Wealth Strategies, LLC | 6,500 | $215.0K | 0.11% | +6,500 | New |
| Bank of Montreal | 6,828 | $227.0K | 0.00% | −2,238−24.7% | Reduced |
| Prelude Capital Management, LLC | 6,956 | $230.0K | 0.01% | −3,512−33.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,042 | $233.0K | 0.00% | −607−7.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,100 | $235.0K | 0.01% | −1,000−12.3% | Reduced |
| Mackenzie Financial Corp | 7,234 | $240.0K | 0.00% | +138+1.9% | Added |
| Bickling Financial Services, Inc. | 7,466 | $248.0K | 0.17% | +58+0.8% | Added |
| Fifth Third Bancorp | 7,518 | $249.0K | 0.00% | +10+0.1% | Added |
| Centiva Capital, LP | 7,679 | $254.0K | 0.02% | +7,679 | New |
| Securian Asset Management, Inc | 7,732 | $256.0K | 0.01% | −624−7.5% | Reduced |
| Pathstone Family Office, LLC | 7,547 | $256.8K | 0.00% | +7,547 | New |
| IMS Capital Management | 8,086 | $268.0K | 0.19% | +15+0.2% | Added |
| Crossmark Global Holdings, Inc. | 8,240 | $273.0K | 0.01% | −140−1.7% | Reduced |
| Staley Capital Advisers Inc | 8,460 | $280.0K | 0.02% | −2,469−22.6% | Reduced |
| Vise Technologies, Inc. | 8,575 | $284.0K | 0.11% | +1,563+22.3% | Added |
| Eqis Capital Management, Inc. | 8,599 | $284.8K | 0.03% | +671+8.5% | Added |
| Engineers Gate Manager LP | 8,600 | $285.0K | 0.02% | +8,600 | New |
| Gyon Technologies Capital Management, LP | 8,726 | $289.0K | 0.09% | +8,726 | New |
| Tower Research Capital LLC (TRC) | 8,928 | $295.0K | 0.00% | +1,791+25.1% | Added |
| State of Wyoming | 8,995 | $298.0K | 0.15% | +8,345+1,283.8% | Added |
| Mariner, LLC | 9,473 | $314.0K | 0.00% | +9,473 | New |
| Whitener Capital Management, Inc. | 9,950 | $329.0K | 0.16% | +350+3.6% | Added |
| United Services Automobile Association | 10,360 | $343.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,424 | $345.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 10,600 | $351.0K | 0.07% | −4,261−28.7% | Reduced |
| AXA S.A. | 10,600 | $351.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,823 | $358.0K | 0.00% | −536−4.7% | Reduced |
| Dean Capital Management | 11,020 | $365.0K | 0.55% | +11,020 | New |
| First National Trust Co | 11,095 | $367.0K | 0.02% | −1,177−9.6% | Reduced |
| Northwest Investment Counselors, LLC | 11,390 | $377.0K | 0.12% | −1,000−8.1% | Reduced |
| Envestnet Asset Management Inc | 11,373 | $377.0K | 0.00% | −185−1.6% | Reduced |
| State of Alaska, Department of Revenue | 11,749 | $389.0K | 0.01% | −1,410−10.7% | Reduced |
| National Bank of Canada | 11,990 | $395.0K | 0.00% | −952−7.4% | Reduced |
| Tudor Investment Corp Et Al | 11,983 | $397.0K | 0.01% | +11,983 | New |
| Northwestern Mutual Investment Management Company, LLC | 12,230 | $405.0K | 0.01% | −3,114−20.3% | Reduced |