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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 1,632,005 | $59.3M | 0.07% | −334,998−17.0% | Reduced |
| Geode Capital Management, LLC | 1,700,698 | $61.8M | 0.01% | +2,331+0.1% | Added |
| Charles Schwab Investment Management Inc | 1,956,868 | $71.1M | 0.02% | +82,365+4.4% | Added |
| Bank of New York Mellon Corp | 2,004,604 | $72.8M | 0.02% | −50,980−2.5% | Reduced |
| Invesco Ltd. | 2,189,332 | $79.5M | 0.02% | +70,016+3.3% | Added |
| Dimensional Fund Advisors LP | 2,265,413 | $82.3M | 0.03% | −4,602−0.2% | Reduced |
| Great West Life Assurance Co | 2,378,718 | $86.8M | 0.23% | +27,333+1.2% | Added |
| State Street Corp | 2,873,829 | $104.3M | 0.01% | +59,301+2.1% | Added |
| FMR LLC | 2,947,106 | $107.0M | 0.01% | −76,981−2.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,504,318 | $163.6M | 35.85% | +1,269,097+39.2% | Added |
| Vanguard Group Inc | 8,483,827 | $308.0M | 0.01% | +204,042+2.5% | Added |
| BlackRock Inc. | 12,326,624 | $447.6M | 0.01% | +574,836+4.9% | Added |
| Bessemer Group Inc | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −361,529−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −271,913−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −270,441−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −165,322−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −106,064−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −102,436−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −34,790−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −27,914−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,708−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −15,610−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,573−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,983−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,360−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,679−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,956−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −6,368−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,564−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |