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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 44,431 | $1.61M | 0.00% | +1,368+3.2% | Added |
| First Trust Advisors LP | 43,992 | $1.60M | 0.00% | −21,459−32.8% | Reduced |
| Congress Asset Management Co | 43,934 | $1.60M | 0.02% | +439+1.0% | Added |
| Yousif Capital Management, LLC | 43,146 | $1.57M | 0.02% | −252−0.6% | Reduced |
| Taylor Frigon Capital Management LLC | 43,046 | $1.56M | 0.89% | −1,355−3.1% | Reduced |
| Ergoteles LLC | 42,655 | $1.55M | 0.06% | −1,793−4.0% | Reduced |
| Palisade Asset Management, LLC | 41,040 | $1.49M | 0.17% | 00.0% | Unchanged |
| Wells Fargo & Company | 39,619 | $1.44M | 0.00% | −4,792−10.8% | Reduced |
| Comerica Bank | 37,301 | $1.44M | 0.01% | −725−1.9% | Reduced |
| CSM Advisors, LLC | 38,735 | $1.41M | 0.13% | +2,500+6.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 38,726 | $1.41M | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 38,430 | $1.40M | 0.11% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 38,217 | $1.39M | 0.39% | +38,217 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,030 | $1.38M | 0.01% | +4,457+13.3% | Added |
| Dean Investment Associates, LLC | 37,794 | $1.37M | 0.23% | +11,355+42.9% | Added |
| Hussman Strategic Advisors, Inc. | 36,400 | $1.32M | 0.22% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 38,953 | $1.32M | 0.15% | +351+0.9% | Added |
| SEI Investments Co | 36,234 | $1.32M | 0.00% | −8,134−18.3% | Reduced |
| Qube Research & Technologies Ltd | 35,234 | $1.28M | 0.01% | −116,130−76.7% | Reduced |
| Citigroup Inc | 34,757 | $1.26M | 0.00% | +10,297+42.1% | Added |
| Engineers Gate Manager LP | 34,368 | $1.25M | 0.07% | +25,768+299.6% | Added |
| O'Shaughnessy Asset Management, LLC | 33,716 | $1.22M | 0.02% | +19,990+145.6% | Added |
| Teacher Retirement System of Texas | 33,403 | $1.21M | 0.01% | +9,348+38.9% | Added |
| Voya Investment Management LLC | 33,324 | $1.21M | 0.00% | −248−0.7% | Reduced |
| Creative Planning | 32,959 | $1.20M | 0.00% | −1,049−3.1% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.19M | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 31,800 | $1.15M | 0.01% | −2,400−7.0% | Reduced |
| Crestline Management, LP | 30,000 | $1.09M | 0.16% | +30,000 | New |
| Ameritas Investment Partners, Inc. | 28,609 | $1.09M | 0.04% | +246+0.9% | Added |
| Allianz Asset Management GmbH | 28,833 | $1.05M | 0.00% | +754+2.7% | Added |
| Raymond James & Associates | 28,627 | $1.04M | 0.00% | −952−3.2% | Reduced |
| Voloridge Investment Management, LLC | 27,715 | $1.01M | 0.01% | −48,244−63.5% | Reduced |
| Pacitti Group Inc. | 27,325 | $992.2K | 0.78% | +7,971+41.2% | Added |
| Aviva PLC | 26,987 | $979.9K | 0.00% | −19,196−41.6% | Reduced |
| Ontario Teachers Pension Plan Board | 26,768 | $971.9K | 0.01% | +9,168+52.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,508 | $962.5K | 0.14% | +26,508 | New |
| Capital City Trust Co | 26,472 | $961.2K | 0.32% | −618−2.3% | Reduced |
| Jane Street Group, LLC | 25,634 | $930.8K | 0.00% | −60,751−70.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 25,000 | $908.0K | 0.03% | +25,000 | New |
| Oregon Public Employees Retirement Fund | 24,736 | $898.2K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 24,158 | $874.0K | 0.00% | +24,158 | New |
| Arizona State Retirement System | 23,894 | $867.6K | 0.01% | +229+1.0% | Added |
| ProShare Advisors LLC | 22,656 | $822.6K | 0.00% | +2,928+14.8% | Added |
| Louisiana State Employees Retirement System | 22,600 | $821.0K | 0.02% | +100+0.4% | Added |
| American Century Companies Inc | 21,677 | $787.1K | 0.00% | −1,800−7.7% | Reduced |
| State of Michigan Retirement System | 21,476 | $779.8K | 0.01% | +100+0.5% | Added |
| Ensign Peak Advisors, Inc | 20,780 | $754.5K | 0.00% | −16,800−44.7% | Reduced |
| Advisor Group Holdings, Inc. | 20,707 | $752.0K | 0.00% | +1,903+10.1% | Added |
| Hillsdale Investment Management Inc. | 20,300 | $737.1K | 0.06% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 20,063 | $728.5K | 0.00% | +20,063 | New |
| Nisa Investment Advisors, LLC | 19,956 | $725.0K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 19,890 | $722.2K | 0.03% | −1,142−5.4% | Reduced |
| Algert Global LLC | 19,739 | $716.7K | 0.04% | +5,980+43.5% | Added |
| Envestnet Asset Management Inc | 19,060 | $692.1K | 0.00% | +7,687+67.6% | Added |
| Unison Advisors LLC | 18,925 | $687.2K | 0.09% | +119+0.6% | Added |
| McMahon Financial Advisors, LLC | 18,750 | $680.8K | 0.25% | 00.0% | Unchanged |
| Kendall Capital Management | 18,435 | $669.0K | 0.34% | −50−0.3% | Reduced |
| Prana Capital Management, LP | 18,051 | $655.4K | 0.05% | +18,051 | New |
| Handelsbanken Fonder AB | 17,953 | $652.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,679 | $641.9K | 0.00% | −149−0.8% | Reduced |
| Mackenzie Financial Corp | 17,636 | $640.4K | 0.00% | +10,402+143.8% | Added |
| 1620 Investment Advisors, Inc. | 17,140 | $622.4K | 0.76% | +310+1.8% | Added |
| New York Life Investment Management LLC | 16,655 | $604.7K | 0.01% | +1,787+12.0% | Added |
| Pacer Advisors, Inc. | 16,204 | $588.4K | 0.00% | +16,204 | New |
| Lowe Brockenbrough & Co Inc | 16,106 | $584.8K | 0.05% | −500−3.0% | Reduced |
| Pathstone Family Office, LLC | 6,885 | $580.3K | 0.01% | −662−8.8% | Reduced |
| Rodgers Brothers Inc. | 15,375 | $558.3K | 0.11% | −2,780−15.3% | Reduced |
| Interval Partners, LP | 15,274 | $554.6K | 0.04% | −21,002−57.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,185 | $551.4K | 0.00% | +15,185 | New |
| 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 |
| Public Employees Retirement Association of Colorado | 14,987 | $544.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,548 | $528.2K | 0.00% | −682−4.5% | Reduced |
| New Mexico Educational Retirement Board | 14,400 | $523.0K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 14,201 | $515.6K | 0.00% | +14,201 | New |
| IMA Wealth, Inc. | 14,130 | $513.1K | 0.14% | +8,665+158.6% | Added |
| Teachers Retirement System of the State of Kentucky | 13,563 | $492.0K | 0.01% | −4,200−23.6% | Reduced |
| Cubic Asset Management, LLC | 13,417 | $487.2K | 0.14% | −3,768−21.9% | Reduced |
| Simmons Bank | 13,407 | $486.8K | 0.04% | −10,399−43.7% | Reduced |
| Xponance, Inc. | 13,238 | $480.7K | 0.01% | +20+0.2% | Added |
| Gyon Technologies Capital Management, LP | 13,205 | $479.5K | 0.18% | +4,479+51.3% | Added |
| Federated Hermes, Inc. | 13,088 | $475.2K | 0.00% | −973−6.9% | Reduced |
| Cim Investment Mangement Inc | 12,802 | $464.8K | 0.18% | 00.0% | Unchanged |
| South Dakota Investment Council | 12,765 | $463.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 12,659 | $459.6K | 0.03% | +12,659 | New |
| Neuberger Berman Group LLC | 12,415 | $450.8K | 0.00% | +12,415 | New |
| Ibex Wealth Advisors | 12,389 | $450.0K | 0.10% | +12,389 | New |
| Kula Investments, LLC | 12,321 | $447.4K | 0.16% | +12,321 | New |
| National Bank of Canada | 11,892 | $431.6K | 0.00% | −98−0.8% | Reduced |
| State of Alaska, Department of Revenue | 11,749 | $426.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,316 | $410.9K | 0.01% | +11,316 | New |
| First National Trust Co | 11,095 | $402.9K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 11,070 | $402.0K | 0.12% | −320−2.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,875 | $394.9K | 0.00% | −1,981−15.4% | Reduced |
| US Bancorp | 10,622 | $385.7K | 0.00% | −201−1.9% | Reduced |
| AXA S.A. | 10,600 | $384.9K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,555 | $383.3K | 0.00% | −5,677−35.0% | Reduced |
| Gotham Asset Management, LLC | 10,480 | $380.5K | 0.01% | +10,480 | New |
| Wealthcare Advisory Partners LLC | 10,424 | $378.5K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,359 | $376.1K | 0.02% | +10,359 | New |