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 |
|---|---|---|---|---|---|
| IMS Capital Management | 8,086 | $268.0K | 0.19% | +15+0.2% | Added |
| Pathstone Family Office, LLC | 7,547 | $256.8K | 0.00% | +7,547 | New |
| Securian Asset Management, Inc | 7,732 | $256.0K | 0.01% | −624−7.5% | Reduced |
| Centiva Capital, LP | 7,679 | $254.0K | 0.02% | +7,679 | New |
| Fifth Third Bancorp | 7,518 | $249.0K | 0.00% | +10+0.1% | Added |
| Bickling Financial Services, Inc. | 7,466 | $248.0K | 0.17% | +58+0.8% | Added |
| Mackenzie Financial Corp | 7,234 | $240.0K | 0.00% | +138+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 7,100 | $235.0K | 0.01% | −1,000−12.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,042 | $233.0K | 0.00% | −607−7.9% | Reduced |
| Prelude Capital Management, LLC | 6,956 | $230.0K | 0.01% | −3,512−33.5% | Reduced |
| Bank of Montreal | 6,828 | $227.0K | 0.00% | −2,238−24.7% | Reduced |
| Juncture Wealth Strategies, LLC | 6,500 | $215.0K | 0.11% | +6,500 | New |
| Ridgewood Investments LLC | 6,368 | $211.0K | 0.18% | −6−0.1% | Reduced |
| Virtus Investment Advisers, Inc. | 6,342 | $210.0K | 0.10% | +6,342 | New |
| JustInvest LLC | 6,217 | $206.0K | 0.01% | −924−12.9% | Reduced |
| Verition Fund Management LLC | 6,131 | $203.0K | 0.00% | −2,518−29.1% | Reduced |
| Barclays PLC | 5,573 | $185.0K | 0.00% | +5,573 | New |
| Quantbot Technologies LP | 5,564 | $184.0K | 0.01% | +5,564 | New |
| IMA Wealth, Inc. | 5,465 | $181.0K | 0.05% | −218−3.8% | Reduced |
| Metropolitan Life Insurance Co | 5,299 | $175.5K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 4,594 | $152.0K | 0.14% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,458 | $147.0K | 0.00% | −859−16.2% | Reduced |
| Macquarie Group Ltd | 1,928 | $118.0K | 0.00% | −1,640−46.0% | Reduced |
| Denali Advisors LLC | 3,400 | $113.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,346 | $108.0K | 0.04% | +1,107+49.4% | Added |
| City State Bank | 2,809 | $93.0K | 0.07% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,601 | $86.0K | 0.01% | +2,601 | New |
| 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 |
| Van Eck Associates Corp | 1,863 | $62.0K | 0.00% | +216+13.1% | Added |
| Ronald Blue Trust, Inc. | 1,716 | $54.0K | 0.00% | +1,053+158.8% | Added |
| Umb Bank N A | 1,550 | $51.0K | 0.00% | −20−1.3% | Reduced |
| Central Trust Co | 1,520 | $50.0K | 0.00% | +1,150+310.8% | Added |
| TD Private Client Wealth LLC | 1,203 | $39.8K | 0.00% | −113−8.6% | Reduced |
| Wipfli Financial Advisors LLC, | 902 | $30.0K | 0.00% | +902 | New |
| Win Advisors, Inc | 885 | $29.0K | 0.01% | −15−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 860 | $28.5K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 805 | $27.0K | 0.02% | +4+0.5% | Added |
| EverSource Wealth Advisors, LLC | 763 | $25.0K | 0.01% | −1,318−63.3% | Reduced |
| Hudock, Inc. | 750 | $24.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 668 | $22.0K | 0.00% | +194+40.9% | Added |
| Baystate Wealth Management LLC | 499 | $17.0K | 0.00% | +4+0.8% | Added |
| 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 |
| Global Retirement Partners, LLC | 413 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 350 | $12.0K | 0.00% | +350 | New |
| Hexagon Capital Partners LLC | 328 | $11.0K | 0.00% | +234+248.9% | Added |
| Kelly Financial Services LLC | 321 | $10.6K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 203 | $6.72K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $6.00K | 0.00% | −15−7.7% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 17 | $563 | 0.00% | +5+41.7% | Added |
| Roble, Belko & Company, Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| IFP Advisors, Inc | 149 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 33 | – | – | +33 | New |
| FIL Ltd | 0 | $0 | 0.00% | −584,740−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −133,821−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −40,698−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,100−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −30,082−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,513−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −7,188−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,519−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −908−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Enterprise Trust & Investment Co | – | – | – | – | Not filed |