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, Q4 2022
Institutional positions in Federated Hermes, Inc. as of Dec 31, 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
- 312
- +35 vs. Q3 2022
- Shares held
- 70.5M
- +327.9K (+0.5%) vs. Q3 2022
- Total value
- $2.56B
- +$236.8M (+10.2%) vs. Q3 2022
- New holders
- 60
- 101 more added
- Sold out
- 25
- 100 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −9−56.3% | Reduced |
| Tfo-TDC, LLC | 3 | $139 | 0.00% | +3 | New |
| Allworth Financial LP | 4 | $145 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $254 | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 17 | $617 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $944 | 0.00% | +26 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $980 | 0.00% | +27 | New |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $1.05K | 0.00% | −1−3.3% | Reduced |
| Disciplined Investments, LLC | 30 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $1.20K | 0.00% | +3+10.0% | Added |
| Sofos Investments, Inc. | 36 | $1.36K | 0.01% | +3+9.1% | Added |
| Farmers & Merchants Investments Inc | 43 | $1.56K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $1.56K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 69 | $2.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 120 | $3.00K | 0.00% | −29−19.5% | Reduced |
| Schubert & Co | 85 | $3.09K | 0.00% | +8+10.4% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $3.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 113 | $4.00K | 0.00% | +113 | New |
| JFS Wealth Advisors, LLC | 113 | $4.10K | 0.00% | +6+5.6% | Added |
| First Manhattan Co | 115 | $4.17K | 0.00% | +115 | New |
| Belpointe Asset Management LLC | 119 | $4.32K | 0.00% | +119 | New |
| Lindbrook Capital, LLC | 129 | $4.68K | 0.00% | +82+174.5% | Added |
| Quadrant Capital Group LLC | 133 | $4.83K | 0.00% | +9+7.3% | Added |
| Rosenberg Matthew Hamilton | 139 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.08K | 0.00% | +140 | New |
| Optimum Investment Advisors | 153 | $5.54K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 154 | $5.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $5.88K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 164 | $5.96K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 167 | $6.06K | 0.00% | +167 | New |
| Parkside Financial Bank & Trust | 178 | $6.46K | 0.00% | +178 | New |
| Huntington National Bank | 179 | $6.50K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 203 | $7.37K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 235 | $9.00K | 0.00% | +72+44.2% | Added |
| Larson Financial Group LLC | 255 | $9.26K | 0.00% | +255 | New |
| Hexagon Capital Partners LLC | 295 | $10.7K | 0.00% | −33−10.1% | Reduced |
| Kelly Financial Services LLC | 321 | $11.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 327 | $11.9K | 0.00% | −341−51.0% | Reduced |
| Advisory Services Network, LLC | 337 | $12.2K | 0.00% | +337 | New |
| Quarry LP | 368 | $13.4K | 0.01% | +368 | New |
| TCI Wealth Advisors, Inc. | 370 | $13.4K | 0.00% | +257+227.4% | Added |
| Global Retirement Partners, LLC | 413 | $15.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 435 | $15.8K | 0.01% | +435 | New |
| Signaturefd, LLC | 442 | $16.0K | 0.00% | −34−7.1% | Reduced |
| Richard W. Paul & Associates, LLC | 469 | $17.0K | 0.01% | +469 | New |
| Baystate Wealth Management LLC | 503 | $18.0K | 0.00% | +4+0.8% | Added |
| Riverview Trust Co | 487 | $18.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $18.0K | 0.00% | +500 | New |
| S.A. Mason LLC | 809 | $29.4K | 0.02% | +4+0.5% | Added |
| Nomura Asset Management Co Ltd | 860 | $31.2K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 972 | $35.3K | 0.01% | +87+9.8% | Added |
| Virtus Fund Advisers, LLC | 1,054 | $38.3K | 0.27% | +1,054 | New |
| Barclays PLC | 1,100 | $39.9K | 0.00% | −4,473−80.3% | Reduced |
| TD Private Client Wealth LLC | 1,203 | $43.7K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,223 | $44.4K | 0.01% | −670−35.4% | Reduced |
| Central Trust Co | 1,520 | $55.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,550 | $56.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,962 | $71.2K | 0.01% | +1,199+157.1% | Added |
| Tower Research Capital LLC (TRC) | 2,390 | $86.0K | 0.00% | −6,538−73.2% | Reduced |
| Adalta Capital Management LLC | 2,500 | $91.0K | 0.06% | +2,500 | New |
| City State Bank | 2,609 | $95.0K | 0.06% | −200−7.1% | Reduced |
| Ronald Blue Trust, Inc. | 3,449 | $114.0K | 0.00% | +1,733+101.0% | Added |
| JJJ Advisors Inc. | 2,960 | $114.8K | 0.03% | −386−11.5% | Reduced |
| Picton Mahoney Asset Management | 3,800 | $138.0K | 0.01% | +3,800 | New |
| Allspring Global Investments Holdings, LLC | 4,425 | $160.7K | 0.00% | −33−0.7% | Reduced |
| Van Eck Associates Corp | 5,042 | $183.0K | 0.00% | +3,179+170.6% | Added |
| Metropolitan Life Insurance Co | 5,299 | $192.4K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 5,304 | $193.0K | 0.17% | +710+15.5% | Added |
| Clear Street Markets LLC | 5,375 | $195.0K | 0.04% | +5,375 | New |
| Vestcor Inc | 5,429 | $197.0K | 0.01% | +5,429 | New |
| Boothbay Fund Management, LLC | 5,655 | $205.3K | 0.01% | +5,655 | New |
| Bank of Nova Scotia | 5,690 | $206.6K | 0.00% | +5,690 | New |
| Lighthouse Investment Partners, LLC | 5,700 | $207.0K | 0.04% | +5,700 | New |
| Fragasso Group Inc. | 5,734 | $208.2K | 0.02% | +5,734 | New |
| Mariner, LLC | 5,799 | $211.0K | 0.00% | −3,674−38.8% | Reduced |
| Gabelli Funds LLC | 6,000 | $217.9K | 0.00% | +6,000 | New |
| Staley Capital Advisers Inc | 6,060 | $220.0K | 0.01% | −2,400−28.4% | Reduced |
| Juncture Wealth Strategies, LLC | 6,300 | $228.8K | 0.11% | −200−3.1% | Reduced |
| Virtus Investment Advisers, Inc. | 6,342 | $230.3K | 0.15% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,452 | $234.3K | 0.00% | −110,980−94.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,720 | $244.0K | 0.00% | +6,720 | New |
| Laffer Tengler Investments | 6,765 | $245.6K | 0.07% | +6,765 | New |
| Raymond James Financial Services Advisors, Inc. | 6,943 | $252.1K | 0.00% | −99−1.4% | Reduced |
| Quantamental Technologies LLC | 7,050 | $256.0K | 0.12% | +7,050 | New |
| Cullen/Frost Bankers, Inc. | 7,100 | $257.8K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,312 | $265.0K | 0.01% | −928−11.3% | Reduced |
| JustInvest LLC | 7,316 | $265.6K | 0.01% | +1,099+17.7% | Added |
| Bickling Financial Services, Inc. | 7,523 | $273.2K | 0.17% | +57+0.8% | Added |
| Fifth Third Bancorp | 7,542 | $273.9K | 0.00% | +24+0.3% | Added |
| Securian Asset Management, Inc | 7,732 | $280.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,823 | $284.1K | 0.01% | −4,407−36.0% | Reduced |
| Verition Fund Management LLC | 7,957 | $288.9K | 0.01% | +1,826+29.8% | Added |
| IMS Capital Management | 8,102 | $294.2K | 0.19% | +16+0.2% | Added |
| Bayesian Capital Management, LP | 8,300 | $301.4K | 0.04% | +8,300 | New |
| Appleton Partners Inc | 8,450 | $307.0K | 0.03% | −6,384−43.0% | Reduced |
| Acrisure Capital Management, LLC | 8,660 | $314.4K | 0.35% | +8,660 | New |