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 |
|---|---|---|---|---|---|
| Bank of Montreal | 10,226 | $372.8K | 0.00% | +3,398+49.8% | Added |
| Whitener Capital Management, Inc. | 10,240 | $371.8K | 0.16% | +290+2.9% | Added |
| SG Americas Securities, LLC | 10,134 | $368.0K | 0.01% | −3,685−26.7% | Reduced |
| Jump Financial, LLC | 9,900 | $359.5K | 0.02% | +9,900 | New |
| State of Wyoming | 9,693 | $352.0K | 0.12% | +698+7.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,400 | $341.3K | 0.00% | −3,902−29.3% | Reduced |
| Teza Capital Management LLC | 9,309 | $338.0K | 0.06% | −1,291−12.2% | Reduced |
| Pictet Asset Management SA | 9,308 | $338.0K | 0.00% | +9,308 | New |
| Vise Technologies, Inc. | 9,213 | $334.5K | 0.10% | +638+7.4% | Added |
| Eqis Capital Management, Inc. | 8,920 | $323.9K | 0.04% | +321+3.7% | Added |
| Susquehanna International Group, LLP | 8,887 | $322.7K | 0.00% | −118,742−93.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,685 | $315.4K | 0.08% | +8,685 | New |
| Acrisure Capital Management, LLC | 8,660 | $314.4K | 0.35% | +8,660 | New |
| Appleton Partners Inc | 8,450 | $307.0K | 0.03% | −6,384−43.0% | Reduced |
| Bayesian Capital Management, LP | 8,300 | $301.4K | 0.04% | +8,300 | New |
| IMS Capital Management | 8,102 | $294.2K | 0.19% | +16+0.2% | Added |
| Verition Fund Management LLC | 7,957 | $288.9K | 0.01% | +1,826+29.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,823 | $284.1K | 0.01% | −4,407−36.0% | Reduced |
| Securian Asset Management, Inc | 7,732 | $280.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,542 | $273.9K | 0.00% | +24+0.3% | Added |
| Bickling Financial Services, Inc. | 7,523 | $273.2K | 0.17% | +57+0.8% | Added |
| JustInvest LLC | 7,316 | $265.6K | 0.01% | +1,099+17.7% | Added |
| Crossmark Global Holdings, Inc. | 7,312 | $265.0K | 0.01% | −928−11.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,100 | $257.8K | 0.00% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 7,050 | $256.0K | 0.12% | +7,050 | New |
| Raymond James Financial Services Advisors, Inc. | 6,943 | $252.1K | 0.00% | −99−1.4% | Reduced |
| Laffer Tengler Investments | 6,765 | $245.6K | 0.07% | +6,765 | New |
| Cambridge Investment Research Advisors, Inc. | 6,720 | $244.0K | 0.00% | +6,720 | New |
| Squarepoint Ops LLC | 6,452 | $234.3K | 0.00% | −110,980−94.5% | Reduced |
| Virtus Investment Advisers, Inc. | 6,342 | $230.3K | 0.15% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 6,300 | $228.8K | 0.11% | −200−3.1% | Reduced |
| Staley Capital Advisers Inc | 6,060 | $220.0K | 0.01% | −2,400−28.4% | Reduced |
| Gabelli Funds LLC | 6,000 | $217.9K | 0.00% | +6,000 | New |
| Mariner, LLC | 5,799 | $211.0K | 0.00% | −3,674−38.8% | Reduced |
| Fragasso Group Inc. | 5,734 | $208.2K | 0.02% | +5,734 | New |
| Lighthouse Investment Partners, LLC | 5,700 | $207.0K | 0.04% | +5,700 | New |
| Bank of Nova Scotia | 5,690 | $206.6K | 0.00% | +5,690 | New |
| Boothbay Fund Management, LLC | 5,655 | $205.3K | 0.01% | +5,655 | New |
| Vestcor Inc | 5,429 | $197.0K | 0.01% | +5,429 | New |
| Clear Street Markets LLC | 5,375 | $195.0K | 0.04% | +5,375 | New |
| EMC Capital Management | 5,304 | $193.0K | 0.17% | +710+15.5% | Added |
| Metropolitan Life Insurance Co | 5,299 | $192.4K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 5,042 | $183.0K | 0.00% | +3,179+170.6% | Added |
| Allspring Global Investments Holdings, LLC | 4,425 | $160.7K | 0.00% | −33−0.7% | Reduced |
| Picton Mahoney Asset Management | 3,800 | $138.0K | 0.01% | +3,800 | New |
| JJJ Advisors Inc. | 2,960 | $114.8K | 0.03% | −386−11.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,449 | $114.0K | 0.00% | +1,733+101.0% | Added |
| City State Bank | 2,609 | $95.0K | 0.06% | −200−7.1% | Reduced |
| Adalta Capital Management LLC | 2,500 | $91.0K | 0.06% | +2,500 | New |
| Tower Research Capital LLC (TRC) | 2,390 | $86.0K | 0.00% | −6,538−73.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,962 | $71.2K | 0.01% | +1,199+157.1% | Added |
| Umb Bank N A | 1,550 | $56.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,520 | $55.2K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,223 | $44.4K | 0.01% | −670−35.4% | Reduced |
| TD Private Client Wealth LLC | 1,203 | $43.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,100 | $39.9K | 0.00% | −4,473−80.3% | Reduced |
| Virtus Fund Advisers, LLC | 1,054 | $38.3K | 0.27% | +1,054 | New |
| Win Advisors, Inc | 972 | $35.3K | 0.01% | +87+9.8% | Added |
| Nomura Asset Management Co Ltd | 860 | $31.2K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 809 | $29.4K | 0.02% | +4+0.5% | Added |
| 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 |
| Richard W. Paul & Associates, LLC | 469 | $17.0K | 0.01% | +469 | New |
| Signaturefd, LLC | 442 | $16.0K | 0.00% | −34−7.1% | Reduced |
| WFA of San Diego, LLC | 435 | $15.8K | 0.01% | +435 | New |
| Global Retirement Partners, LLC | 413 | $15.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 370 | $13.4K | 0.00% | +257+227.4% | Added |
| Quarry LP | 368 | $13.4K | 0.01% | +368 | New |
| Advisory Services Network, LLC | 337 | $12.2K | 0.00% | +337 | New |
| Parallel Advisors, LLC | 327 | $11.9K | 0.00% | −341−51.0% | Reduced |
| Kelly Financial Services LLC | 321 | $11.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 295 | $10.7K | 0.00% | −33−10.1% | Reduced |
| Larson Financial Group LLC | 255 | $9.26K | 0.00% | +255 | New |
| CWM, LLC | 235 | $9.00K | 0.00% | +72+44.2% | Added |
| WR Wealth Planners, LLC | 203 | $7.37K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $6.50K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 178 | $6.46K | 0.00% | +178 | New |
| Farther Finance Advisors, LLC | 167 | $6.06K | 0.00% | +167 | New |
| Zullo Investment Group, Inc. | 164 | $5.96K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $5.88K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 154 | $5.59K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 153 | $5.54K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.08K | 0.00% | +140 | New |
| Rosenberg Matthew Hamilton | 139 | $5.05K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 133 | $4.83K | 0.00% | +9+7.3% | Added |
| Lindbrook Capital, LLC | 129 | $4.68K | 0.00% | +82+174.5% | Added |
| Belpointe Asset Management LLC | 119 | $4.32K | 0.00% | +119 | New |
| First Manhattan Co | 115 | $4.17K | 0.00% | +115 | New |
| JFS Wealth Advisors, LLC | 113 | $4.10K | 0.00% | +6+5.6% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 100 | $3.63K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 85 | $3.09K | 0.00% | +8+10.4% | Added |
| IFP Advisors, Inc | 120 | $3.00K | 0.00% | −29−19.5% | Reduced |
| Aua Capital Management, LLC | 69 | $2.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $1.56K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $1.56K | 0.00% | 00.0% | Unchanged |