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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Federated Hermes, Inc. as of Mar 31, 2023. 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
- 319
- +9 vs. Q4 2022
- Shares held
- 73.2M
- +2.75M (+3.9%) vs. Q4 2022
- Total value
- $2.94B
- +$383.0M (+15.0%) vs. Q4 2022
- New holders
- 43
- 122 more added
- Sold out
- 34
- 113 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 390 | $3.67B |
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 11,693,258 | $469.4M | 0.01% | −633,366−5.1% | Reduced |
| Vanguard Group Inc | 8,729,572 | $350.4M | 0.01% | +245,745+2.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,467,117 | $179.3M | 36.83% | −37,201−0.8% | Reduced |
| FMR LLC | 3,114,066 | $125.0M | 0.01% | +166,960+5.7% | Added |
| State Street Corp | 2,898,040 | $116.3M | 0.01% | +24,211+0.8% | Added |
| Invesco Ltd. | 2,715,618 | $109.0M | 0.03% | +526,286+24.0% | Added |
| Citadel Advisors LLC | 2,286,151 | $91.8M | 0.10% | +1,052,998+85.4% | Added |
| Dimensional Fund Advisors LP | 2,279,524 | $91.5M | 0.03% | +14,111+0.6% | Added |
| Bank of New York Mellon Corp | 2,006,551 | $80.5M | 0.02% | +1,947+0.1% | Added |
| Great West Life Assurance Co | 1,956,590 | $78.7M | 0.20% | −422,128−17.7% | Reduced |
| Geode Capital Management, LLC | 1,721,857 | $69.1M | 0.01% | +21,159+1.2% | Added |
| Millennium Management LLC | 1,240,540 | $49.8M | 0.06% | +903,543+268.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,232,049 | $49.5M | 0.29% | −7,147−0.6% | Reduced |
| Northern Trust Corp | 1,144,914 | $46.0M | 0.01% | +2,664+0.2% | Added |
| Thrivent Financial for Lutherans | 1,141,735 | $45.8M | 0.11% | +86,477+8.2% | Added |
| Victory Capital Management Inc | 1,017,286 | $40.8M | 0.05% | −614,719−37.7% | Reduced |
| Morgan Stanley | 817,647 | $32.8M | 0.00% | +37,759+4.8% | Added |
| Burgundy Asset Management Ltd. | 745,185 | $29.9M | 0.37% | −237,409−24.2% | Reduced |
| Schroder Investment Management Group | 741,215 | $29.8M | 0.04% | +223,547+43.2% | Added |
| Goldman Sachs Group Inc | 730,684 | $29.3M | 0.01% | +11,016+1.5% | Added |
| Alyeska Investment Group, L.P. | 715,564 | $28.7M | 0.25% | +715,564 | New |
| Azora Capital LP | 642,590 | $25.8M | 3.96% | +228,792+55.3% | Added |
| Charles Schwab Investment Management Inc | 629,561 | $25.3M | 0.01% | −1,327,307−67.8% | Reduced |
| Commonwealth Equity Services, LLC | 577,940 | $23.2M | 0.05% | −10,373−1.8% | Reduced |
| Point72 Asset Management, L.P. | 546,389 | $21.9M | 0.08% | +335,089+158.6% | Added |
| Ruffer LLP | 535,000 | $21.5M | 0.74% | −125,336−19.0% | Reduced |
| Balyasny Asset Management LLC | 522,937 | $21.0M | 0.07% | −169,487−24.5% | Reduced |
| Wellington Management Group LLP | 520,399 | $20.9M | 0.00% | +520,399 | New |
| Bank of America Corp | 443,369 | $17.8M | 0.00% | +93,919+26.9% | Added |
| JPMorgan Chase & Co | 431,861 | $17.3M | 0.00% | +161,585+59.8% | Added |
| HighTower Advisors, LLC | 426,956 | $17.1M | 0.04% | +657+0.2% | Added |
| Alliancebernstein L.P. | 415,320 | $16.7M | 0.01% | +96,736+30.4% | Added |
| Foundation Resource Management Inc | 403,894 | $16.2M | 2.69% | +3,658+0.9% | Added |
| Panagora Asset Management Inc | 394,143 | $15.8M | 0.10% | +228,769+138.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 370,000 | $14.9M | 0.36% | +345,000+1,380.0% | Added |
| Royce & Associates LP | 350,900 | $14.1M | 0.14% | −64,100−15.4% | Reduced |
| Prospector Partners LLC | 336,266 | $13.5M | 1.96% | −180,275−34.9% | Reduced |
| Principal Financial Group Inc | 335,537 | $13.5M | 0.01% | +1,797+0.5% | Added |
| Nuveen Asset Management, LLC | 321,368 | $12.9M | 0.00% | −87,247−21.4% | Reduced |
| Sprott Inc. | 300,000 | $12.0M | 1.02% | −25,000−7.7% | Reduced |
| Ledyard National Bank | 291,334 | $11.7M | 1.34% | −4,215−1.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 273,770 | $11.0M | 0.04% | +12,155+4.6% | Added |
| Rhumbline Advisers | 272,670 | $10.9M | 0.01% | −1,310−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 255,619 | $10.3M | 0.01% | +40,016+18.6% | Added |
| Country Club Bank | 229,930 | $9.19M | 0.76% | −2,185−0.9% | Reduced |
| Cambria Investment Management, L.P. | 224,768 | $9.02M | 0.75% | +21,950+10.8% | Added |
| Gillson Capital LP | 219,947 | $8.83M | 0.73% | +219,947 | New |
| Schonfeld Strategic Advisors LLC | 217,431 | $8.73M | 0.08% | +217,431 | New |
| Two Sigma Investments, LP | 216,007 | $8.67M | 0.03% | −82,354−27.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 189,700 | $7.61M | 0.04% | −227,300−54.5% | Reduced |
| AQR Capital Management LLC | 188,088 | $7.55M | 0.02% | +21,356+12.8% | Added |
| Swiss National Bank | 182,417 | $7.32M | 0.01% | −22,100−10.8% | Reduced |
| Inlet Private Wealth, LLC | 172,750 | $6.93M | 1.80% | −800−0.5% | Reduced |
| American International Group, Inc. | 170,797 | $6.86M | 0.05% | −384−0.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 168,091 | $6.75M | 2.80% | −2,000−1.2% | Reduced |
| UBS Group AG | 165,559 | $6.65M | 0.00% | +117,813+246.7% | Added |
| Deutsche Bank AG | 163,987 | $6.58M | 0.00% | −41,088−20.0% | Reduced |
| Susquehanna International Group, LLP | 161,334 | $6.48M | 0.01% | +152,447+1,715.4% | Added |
| Two Sigma Advisers, LP | 160,100 | $6.43M | 0.02% | −68,800−30.1% | Reduced |
| Credit Suisse AG | 154,613 | $6.21M | 0.01% | +11,494+8.0% | Added |
| Ameriprise Financial Inc | 153,188 | $6.15M | 0.00% | +3,423+2.3% | Added |
| New York State Teachers Retirement System | 147,411 | $5.92M | 0.01% | −2,732−1.8% | Reduced |
| Interval Partners, LP | 134,999 | $5.42M | 0.30% | +119,725+783.8% | Added |
| Manufacturers Life Insurance Company, The | 134,958 | $5.42M | 0.00% | +35,740+36.0% | Added |
| ExodusPoint Capital Management, LP | 133,435 | $5.36M | 0.06% | −41,980−23.9% | Reduced |
| State of Tennessee, Treasury Department | 126,415 | $5.07M | 0.02% | −8,253−6.1% | Reduced |
| BancorpSouth Bank | 122,147 | $4.90M | 0.45% | +616+0.5% | Added |
| Norges Bank | 121,000 | $4.86M | 0.00% | +25,000+26.0% | Added |
| Alpha Omega Wealth Management LLC | 112,882 | $4.53M | 0.78% | −2,987−2.6% | Reduced |
| UBS Asset Management Americas Inc | 112,603 | $4.52M | 0.00% | +2,494+2.3% | Added |
| Hourglass Capital, LLC | 111,719 | $4.48M | 1.62% | −70,371−38.6% | Reduced |
| Retirement Systems of Alabama | 110,457 | $4.43M | 0.02% | −966−0.9% | Reduced |
| California State Teachers Retirement System | 106,032 | $4.26M | 0.01% | −1,729−1.6% | Reduced |
| LSV Asset Management | 101,300 | $4.07M | 0.01% | −4,580−4.3% | Reduced |
| Russell Investments Group, Ltd. | 99,263 | $3.98M | 0.01% | +15,222+18.1% | Added |
| Legal & General Group Plc | 95,893 | $3.85M | 0.00% | −1,038−1.1% | Reduced |
| MetLife Investment Management | 94,694 | $3.80M | 0.03% | −2,347−2.4% | Reduced |
| Cubist Systematic Strategies, LLC | 93,004 | $3.73M | 0.03% | −34,993−27.3% | Reduced |
| Gamco Investors, Inc. Et Al | 90,900 | $3.65M | 0.04% | −2,000−2.2% | Reduced |
| Jane Street Group, LLC | 90,309 | $3.63M | 0.01% | +64,675+252.3% | Added |
| Bridgewater Associates, LP | 90,244 | $3.62M | 0.02% | −82,051−47.6% | Reduced |
| Vident Investment Advisory, LLC | 88,200 | $3.54M | 0.11% | −9,310−9.5% | Reduced |
| Man Group plc | – | $3.50M | 0.01% | – | – |
| BNP Paribas Arbitrage, SA | 83,894 | $3.37M | 0.01% | −37,443−30.9% | Reduced |
| Graham Capital Management, L.P. | 79,999 | $3.21M | 0.11% | +27,889+53.5% | Added |
| O'Shaughnessy Asset Management, LLC | 78,772 | $3.16M | 0.05% | +45,056+133.6% | Added |
| Prana Capital Management, LP | 76,714 | $3.08M | 0.26% | +58,663+325.0% | Added |
| Fortis Advisors, LLC | 76,314 | $3.06M | 2.00% | +830+1.1% | Added |
| Texas Permanent School Fund | 75,813 | $3.04M | 0.03% | +18,980+33.4% | Added |
| HST Ventures, LLC | 75,568 | $3.03M | 1.55% | +75,568 | New |
| Point72 Europe (London) LLP | 75,100 | $3.01M | 0.90% | +75,100 | New |
| S&T Bank | 72,527 | $2.91M | 0.54% | −5,481−7.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 71,021 | $2.85M | 0.02% | +71,021 | New |
| Crestline Management, LP | 70,000 | $2.81M | 0.34% | +40,000+133.3% | Added |
| State Board of Administration of Florida Retirement System | 69,814 | $2.80M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 68,778 | $2.76M | 0.01% | −20,759−23.2% | Reduced |
| Truist Financial Corp | 68,514 | $2.75M | 0.00% | +77+0.1% | Added |
| Mutual of America Capital Management LLC | 68,109 | $2.73M | 0.03% | −1,426−2.1% | Reduced |
| Continental Advisors LLC | 64,377 | $2.58M | 2.38% | −12,160−15.9% | Reduced |
| Radnor Capital Management, LLC | 63,285 | $2.54M | 0.67% | +160+0.3% | Added |