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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 8,685 | $315.4K | 0.08% | +8,685 | New |
| Susquehanna International Group, LLP | 8,887 | $322.7K | 0.00% | −118,742−93.0% | Reduced |
| Eqis Capital Management, Inc. | 8,920 | $323.9K | 0.04% | +321+3.7% | Added |
| Vise Technologies, Inc. | 9,213 | $334.5K | 0.10% | +638+7.4% | Added |
| Pictet Asset Management SA | 9,308 | $338.0K | 0.00% | +9,308 | New |
| Teza Capital Management LLC | 9,309 | $338.0K | 0.06% | −1,291−12.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,400 | $341.3K | 0.00% | −3,902−29.3% | Reduced |
| State of Wyoming | 9,693 | $352.0K | 0.12% | +698+7.8% | Added |
| Jump Financial, LLC | 9,900 | $359.5K | 0.02% | +9,900 | New |
| SG Americas Securities, LLC | 10,134 | $368.0K | 0.01% | −3,685−26.7% | Reduced |
| Whitener Capital Management, Inc. | 10,240 | $371.8K | 0.16% | +290+2.9% | Added |
| Bank of Montreal | 10,226 | $372.8K | 0.00% | +3,398+49.8% | Added |
| Ritholtz Wealth Management | 10,359 | $376.1K | 0.02% | +10,359 | New |
| Wealthcare Advisory Partners LLC | 10,424 | $378.5K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,480 | $380.5K | 0.01% | +10,480 | New |
| State of Wisconsin Investment Board | 10,555 | $383.3K | 0.00% | −5,677−35.0% | Reduced |
| AXA S.A. | 10,600 | $384.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,622 | $385.7K | 0.00% | −201−1.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,875 | $394.9K | 0.00% | −1,981−15.4% | Reduced |
| Northwest Investment Counselors, LLC | 11,070 | $402.0K | 0.12% | −320−2.8% | Reduced |
| First National Trust Co | 11,095 | $402.9K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,316 | $410.9K | 0.01% | +11,316 | New |
| State of Alaska, Department of Revenue | 11,749 | $426.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 11,892 | $431.6K | 0.00% | −98−0.8% | Reduced |
| Kula Investments, LLC | 12,321 | $447.4K | 0.16% | +12,321 | New |
| Ibex Wealth Advisors | 12,389 | $450.0K | 0.10% | +12,389 | New |
| Neuberger Berman Group LLC | 12,415 | $450.8K | 0.00% | +12,415 | New |
| Winton Group Ltd | 12,659 | $459.6K | 0.03% | +12,659 | New |
| South Dakota Investment Council | 12,765 | $463.0K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 12,802 | $464.8K | 0.18% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 13,088 | $475.2K | 0.00% | −973−6.9% | Reduced |
| Gyon Technologies Capital Management, LP | 13,205 | $479.5K | 0.18% | +4,479+51.3% | Added |
| Xponance, Inc. | 13,238 | $480.7K | 0.01% | +20+0.2% | Added |
| Simmons Bank | 13,407 | $486.8K | 0.04% | −10,399−43.7% | Reduced |
| Cubic Asset Management, LLC | 13,417 | $487.2K | 0.14% | −3,768−21.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,563 | $492.0K | 0.01% | −4,200−23.6% | Reduced |
| IMA Wealth, Inc. | 14,130 | $513.1K | 0.14% | +8,665+158.6% | Added |
| Los Angeles Capital Management LLC | 14,201 | $515.6K | 0.00% | +14,201 | New |
| New Mexico Educational Retirement Board | 14,400 | $523.0K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,548 | $528.2K | 0.00% | −682−4.5% | Reduced |
| Public Employees Retirement Association of Colorado | 14,987 | $544.0K | 0.00% | 00.0% | Unchanged |
| Dean Capital Management | 15,001 | $544.7K | 0.72% | +3,981+36.1% | Added |
| Legato Capital Management LLC | 15,001 | $544.7K | 0.10% | +15,001 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,185 | $551.4K | 0.00% | +15,185 | New |
| Interval Partners, LP | 15,274 | $554.6K | 0.04% | −21,002−57.9% | Reduced |
| Rodgers Brothers Inc. | 15,375 | $558.3K | 0.11% | −2,780−15.3% | Reduced |
| Pathstone Family Office, LLC | 6,885 | $580.3K | 0.01% | −662−8.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 16,106 | $584.8K | 0.05% | −500−3.0% | Reduced |
| Pacer Advisors, Inc. | 16,204 | $588.4K | 0.00% | +16,204 | New |
| New York Life Investment Management LLC | 16,655 | $604.7K | 0.01% | +1,787+12.0% | Added |
| 1620 Investment Advisors, Inc. | 17,140 | $622.4K | 0.76% | +310+1.8% | Added |
| Mackenzie Financial Corp | 17,636 | $640.4K | 0.00% | +10,402+143.8% | Added |
| Northwestern Mutual Wealth Management Co | 17,679 | $641.9K | 0.00% | −149−0.8% | Reduced |
| Handelsbanken Fonder AB | 17,953 | $652.0K | 0.00% | 00.0% | Unchanged |
| Prana Capital Management, LP | 18,051 | $655.4K | 0.05% | +18,051 | New |
| Kendall Capital Management | 18,435 | $669.0K | 0.34% | −50−0.3% | Reduced |
| McMahon Financial Advisors, LLC | 18,750 | $680.8K | 0.25% | 00.0% | Unchanged |
| Unison Advisors LLC | 18,925 | $687.2K | 0.09% | +119+0.6% | Added |
| Envestnet Asset Management Inc | 19,060 | $692.1K | 0.00% | +7,687+67.6% | Added |
| Algert Global LLC | 19,739 | $716.7K | 0.04% | +5,980+43.5% | Added |
| Busey Wealth Management | 19,890 | $722.2K | 0.03% | −1,142−5.4% | Reduced |
| Nisa Investment Advisors, LLC | 19,956 | $725.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 20,063 | $728.5K | 0.00% | +20,063 | New |
| Hillsdale Investment Management Inc. | 20,300 | $737.1K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,707 | $752.0K | 0.00% | +1,903+10.1% | Added |
| Ensign Peak Advisors, Inc | 20,780 | $754.5K | 0.00% | −16,800−44.7% | Reduced |
| State of Michigan Retirement System | 21,476 | $779.8K | 0.01% | +100+0.5% | Added |
| American Century Companies Inc | 21,677 | $787.1K | 0.00% | −1,800−7.7% | Reduced |
| Louisiana State Employees Retirement System | 22,600 | $821.0K | 0.02% | +100+0.4% | Added |
| ProShare Advisors LLC | 22,656 | $822.6K | 0.00% | +2,928+14.8% | Added |
| Arizona State Retirement System | 23,894 | $867.6K | 0.01% | +229+1.0% | Added |
| Acadian Asset Management LLC | 24,158 | $874.0K | 0.00% | +24,158 | New |
| Oregon Public Employees Retirement Fund | 24,736 | $898.2K | 0.01% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 25,000 | $908.0K | 0.03% | +25,000 | New |
| Jane Street Group, LLC | 25,634 | $930.8K | 0.00% | −60,751−70.3% | Reduced |
| Capital City Trust Co | 26,472 | $961.2K | 0.32% | −618−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,508 | $962.5K | 0.14% | +26,508 | New |
| Ontario Teachers Pension Plan Board | 26,768 | $971.9K | 0.01% | +9,168+52.1% | Added |
| Aviva PLC | 26,987 | $979.9K | 0.00% | −19,196−41.6% | Reduced |
| Pacitti Group Inc. | 27,325 | $992.2K | 0.78% | +7,971+41.2% | Added |
| Voloridge Investment Management, LLC | 27,715 | $1.01M | 0.01% | −48,244−63.5% | Reduced |
| Raymond James & Associates | 28,627 | $1.04M | 0.00% | −952−3.2% | Reduced |
| Allianz Asset Management GmbH | 28,833 | $1.05M | 0.00% | +754+2.7% | Added |
| Ameritas Investment Partners, Inc. | 28,609 | $1.09M | 0.04% | +246+0.9% | Added |
| Crestline Management, LP | 30,000 | $1.09M | 0.16% | +30,000 | New |
| STRS Ohio | 31,800 | $1.15M | 0.01% | −2,400−7.0% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.19M | 0.07% | 00.0% | Unchanged |
| Creative Planning | 32,959 | $1.20M | 0.00% | −1,049−3.1% | Reduced |
| Voya Investment Management LLC | 33,324 | $1.21M | 0.00% | −248−0.7% | Reduced |
| Teacher Retirement System of Texas | 33,403 | $1.21M | 0.01% | +9,348+38.9% | Added |
| O'Shaughnessy Asset Management, LLC | 33,716 | $1.22M | 0.02% | +19,990+145.6% | Added |
| Engineers Gate Manager LP | 34,368 | $1.25M | 0.07% | +25,768+299.6% | Added |
| Citigroup Inc | 34,757 | $1.26M | 0.00% | +10,297+42.1% | Added |
| Qube Research & Technologies Ltd | 35,234 | $1.28M | 0.01% | −116,130−76.7% | Reduced |
| SEI Investments Co | 36,234 | $1.32M | 0.00% | −8,134−18.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,953 | $1.32M | 0.15% | +351+0.9% | Added |
| Hussman Strategic Advisors, Inc. | 36,400 | $1.32M | 0.22% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 37,794 | $1.37M | 0.23% | +11,355+42.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,030 | $1.38M | 0.01% | +4,457+13.3% | Added |
| Linden Thomas Advisory Services, LLC | 38,217 | $1.39M | 0.39% | +38,217 | New |