Skip to main content

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.

Institutional holdersQ3 2022: 279 institutions
Q1 2021: 285 institutionsQ2 2021: 266 institutionsQ3 2021: 249 institutionsQ4 2021: 261 institutionsQ1 2022: 261 institutionsQ2 2022: 259 institutionsQ3 2022: 279 institutionsQ4 2022: 312 institutionsQ1 2023: 319 institutionsQ2 2023: 339 institutionsQ3 2023: 309 institutionsQ4 2023: 322 institutionsQ1 2024: 316 institutionsQ2 2024: 311 institutionsQ3 2024: 295 institutionsQ4 2024: 328 institutionsQ1 2025: 321 institutionsQ2 2025: 364 institutionsQ3 2025: 371 institutionsQ4 2025: 383 institutionsQ1 2026: 400 institutionsQ2 2026: 391 institutions
Value heldQ3 2022: $2.33B
Q1 2021: $2.45BQ2 2021: $2.69BQ3 2021: $2.57BQ4 2021: $2.91BQ1 2022: $2.59BQ2 2022: $2.32BQ3 2022: $2.33BQ4 2022: $2.56BQ1 2023: $2.94BQ2 2023: $2.43BQ3 2023: $2.24BQ4 2023: $2.16BQ1 2024: $2.32BQ2 2024: $2.11BQ3 2024: $2.33BQ4 2024: $2.66BQ1 2025: $2.55BQ2 2025: $2.90BQ3 2025: $3.55BQ4 2025: $3.56BQ1 2026: $3.71BQ2 2026: $3.68B
Institutions holding FHI and their total value by quarter
QuarterHoldersValue
Q2 2026391$3.68B
Q1 2026400$3.71B
Q4 2025383$3.56B
Q3 2025371$3.55B
Q2 2025364$2.90B
Q1 2025321$2.55B
Q4 2024328$2.66B
Q3 2024295$2.33B
Q2 2024311$2.11B
Q1 2024316$2.32B
Q4 2023322$2.16B
Q3 2023309$2.24B
Q2 2023339$2.43B
Q1 2023319$2.94B
Q4 2022312$2.56B
Q3 2022279$2.33B
Q2 2022259$2.32B
Q1 2022261$2.59B
Q4 2021261$2.91B
Q3 2021249$2.57B
Q2 2021266$2.69B
Q1 2021285$2.45B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q2 2022.

Institutions holding FHI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ergoteles LLC44,448$1.47M0.05%+15,537+53.7%Added
Wells Fargo & Company44,411$1.47M0.00%−32,000−41.9%Reduced
Taylor Frigon Capital Management LLC44,401$1.47M0.77%−147−0.3%Reduced
SEI Investments Co44,368$1.47M0.00%+49+0.1%Added
Congress Asset Management Co43,495$1.44M0.02%+459+1.1%Added
Yousif Capital Management, LLC43,398$1.44M0.02%−7,854−15.3%Reduced
Price T Rowe Associates Inc43,063$1.43M0.00%+6,087+16.5%Added
Palisade Asset Management, LLC41,040$1.36M0.19%00.0%Unchanged
BNP Paribas Arbitrage, SA39,111$1.30M0.00%+14,125+56.5%Added
Mirae Asset Global Investments Co., Ltd.38,726$1.28M0.00%+11,220+40.8%Added
Sound View Wealth Advisors Group, LLC38,602$1.28M0.29%00.0%Unchanged
CWA Asset Management Group, LLC38,430$1.27M0.12%00.0%Unchanged
Ensign Peak Advisors, Inc37,580$1.25M0.00%00.0%Unchanged
Russell Investments Group, Ltd.37,199$1.23M0.00%+1,619+4.6%Added
Comerica Bank38,026$1.21M0.01%−3,955−9.4%Reduced
Hussman Strategic Advisors, Inc.36,400$1.21M0.21%00.0%Unchanged
Interval Partners, LP36,276$1.20M0.07%−108,139−74.9%Reduced
CSM Advisors, LLC36,235$1.20M0.13%+760+2.1%Added
Toroso Investments, LLC34,790$1.15M0.05%−11,152−24.3%Reduced
STRS Ohio34,200$1.13M0.01%+12,500+57.6%Added
Creative Planning34,008$1.13M0.00%+2,858+9.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys33,573$1.11M0.01%−2,716−7.5%Reduced
Voya Investment Management LLC33,572$1.11M0.00%−96,484−74.2%Reduced
Texas Yale Capital Corp.32,829$1.09M0.07%+32,829New
Vident Investment Advisory, LLC33,904$1.01M0.03%−44,214−56.6%Reduced
Arrowstreet Capital, Limited Partnership29,820$988.0K0.00%+29,820New
Raymond James & Associates29,579$980.0K0.00%+553+1.9%Added
Ameritas Investment Partners, Inc.28,363$939.0K0.04%−2,669−8.6%Reduced
Allianz Asset Management GmbH28,079$930.0K0.00%+7,254+34.8%Added
AlphaCrest Capital Management LLC27,914$925.0K0.06%+19,416+228.5%Added
Capital City Trust Co27,090$898.0K0.31%+526+2.0%Added
Dean Investment Associates, LLC26,439$876.0K0.18%+26,439New
Oregon Public Employees Retirement Fund24,736$819.0K0.01%−1,961−7.3%Reduced
Gsa Capital Partners LLP24,708$818.0K0.11%+24,708New
Citigroup Inc24,460$810.0K0.00%+9,349+61.9%Added
Teacher Retirement System of Texas24,055$797.0K0.01%+9,441+64.6%Added
Simmons Bank23,806$789.0K0.07%−6,934−22.6%Reduced
Arizona State Retirement System23,665$784.0K0.01%−22−0.1%Reduced
American Century Companies Inc23,477$778.0K0.00%+195+0.8%Added
Louisiana State Employees Retirement System22,500$745.0K0.02%−1,600−6.6%Reduced
State of Michigan Retirement System21,376$708.0K0.01%−1,900−8.2%Reduced
Busey Wealth Management21,032$696.0K0.03%−621−2.9%Reduced
Hillsdale Investment Management Inc.20,300$672.0K0.06%+20,300New
Nisa Investment Advisors, LLC19,956$666.0K0.01%+116+0.6%Added
ProShare Advisors LLC19,728$653.0K0.00%−1,663−7.8%Reduced
Pacitti Group Inc.19,354$641.0K0.52%+19,354New
Advisor Group Holdings, Inc.18,804$623.0K0.00%+133+0.7%Added
Unison Advisors LLC18,806$623.0K0.12%+4,558+32.0%Added
McMahon Financial Advisors, LLC18,750$621.0K0.23%00.0%Unchanged
Kendall Capital Management18,485$612.0K0.36%+1,000+5.7%Added
Rodgers Brothers Inc.18,155$601.0K0.13%−5,400−22.9%Reduced
Handelsbanken Fonder AB17,953$595.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co17,828$590.0K0.00%+254+1.4%Added
Teachers Retirement System of the State of Kentucky17,763$588.0K0.01%+17,763New
Ontario Teachers Pension Plan Board17,600$583.0K0.01%00.0%Unchanged
Cubic Asset Management, LLC17,185$569.0K0.17%00.0%Unchanged
1620 Investment Advisors, Inc.16,830$557.0K0.82%+106+0.6%Added
Lowe Brockenbrough & Co Inc16,606$550.0K0.05%−325−1.9%Reduced
State of Wisconsin Investment Board16,232$538.0K0.00%−5,655−25.8%Reduced
Lido Advisors, LLC15,610$516.0K0.01%+15,610New
Walleye Capital LLC15,573$516.0K0.01%+15,573New
Janus Henderson Group PLC15,230$505.0K0.00%−3,890−20.3%Reduced
Trexquant Investment LP15,169$502.0K0.02%+15,169New
Public Employees Retirement Association of Colorado14,987$496.0K0.00%00.0%Unchanged
New York Life Investment Management LLC14,868$492.0K0.01%+1,176+8.6%Added
Appleton Partners Inc14,834$491.0K0.05%−9,398−38.8%Reduced
New Mexico Educational Retirement Board14,400$477.0K0.03%00.0%Unchanged
Federated Hermes, Inc.14,061$466.0K0.00%−2,749−16.4%Reduced
SG Americas Securities, LLC13,819$458.0K0.01%+634+4.8%Added
Algert Global LLC13,759$456.0K0.03%+13,759New
O'Shaughnessy Asset Management, LLC13,726$455.0K0.01%+13,726New
Grantham, Mayo, Van Otterloo & Co. LLC13,302$441.0K0.00%−88,600−86.9%Reduced
Marshall Wace, LLP13,300$441.0K0.00%+13,300New
Xponance, Inc.13,218$438.0K0.01%−810−5.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)12,856$426.0K0.00%00.0%Unchanged
Cim Investment Mangement Inc12,802$424.0K0.19%00.0%Unchanged
South Dakota Investment Council12,765$423.0K0.01%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC12,230$405.0K0.01%−3,114−20.3%Reduced
Tudor Investment Corp Et Al11,983$397.0K0.01%+11,983New
National Bank of Canada11,990$395.0K0.00%−952−7.4%Reduced
State of Alaska, Department of Revenue11,749$389.0K0.01%−1,410−10.7%Reduced
Northwest Investment Counselors, LLC11,390$377.0K0.12%−1,000−8.1%Reduced
Envestnet Asset Management Inc11,373$377.0K0.00%−185−1.6%Reduced
First National Trust Co11,095$367.0K0.02%−1,177−9.6%Reduced
Dean Capital Management11,020$365.0K0.55%+11,020New
US Bancorp10,823$358.0K0.00%−536−4.7%Reduced
AXA S.A.10,600$351.1K0.00%00.0%Unchanged
Teza Capital Management LLC10,600$351.0K0.07%−4,261−28.7%Reduced
Wealthcare Advisory Partners LLC10,424$345.0K0.02%00.0%Unchanged
United Services Automobile Association10,360$343.0K0.01%00.0%Unchanged
Whitener Capital Management, Inc.9,950$329.0K0.16%+350+3.6%Added
Mariner, LLC9,473$314.0K0.00%+9,473New
State of Wyoming8,995$298.0K0.15%+8,345+1,283.8%Added
Tower Research Capital LLC (TRC)8,928$295.0K0.00%+1,791+25.1%Added
Gyon Technologies Capital Management, LP8,726$289.0K0.09%+8,726New
Engineers Gate Manager LP8,600$285.0K0.02%+8,600New
Eqis Capital Management, Inc.8,599$284.8K0.03%+671+8.5%Added
Vise Technologies, Inc.8,575$284.0K0.11%+1,563+22.3%Added
Staley Capital Advisers Inc8,460$280.0K0.02%−2,469−22.6%Reduced
Crossmark Global Holdings, Inc.8,240$273.0K0.01%−140−1.7%Reduced