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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Sofos Investments, Inc. | 40 | $4 | 0.00% | +4+11.1% | Added |
| TFC Financial Management | 5 | $201 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $241 | 0.00% | +3+100.0% | Added |
| Baker Avenue Asset Management, LP | 7 | $281 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $402 | 0.00% | +6+150.0% | Added |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $1.06K | 0.00% | +27 | New |
| Disciplined Investments, LLC | 27 | $1.08K | 0.00% | −3−10.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $1.08K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $1.28K | 0.00% | +6+23.1% | Added |
| Spire Wealth Management | 33 | $1.32K | 0.00% | −80−70.8% | Reduced |
| SJS Investment Consulting Inc. | 38 | $1.53K | 0.00% | +5+15.2% | Added |
| Bell Investment Advisors, Inc | 42 | $1.69K | 0.00% | +13+44.8% | Added |
| Farmers & Merchants Investments Inc | 43 | $1.73K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 50 | $2.01K | 0.00% | +7+16.3% | Added |
| Advisory Services Network, LLC | 54 | $2.17K | 0.00% | −283−84.0% | Reduced |
| Schubert & Co | 79 | $3.17K | 0.00% | −6−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $4.01K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $4.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 108 | $4.34K | 0.00% | −5−4.4% | Reduced |
| Belpointe Asset Management LLC | 119 | $4.78K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 129 | $5.18K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $5.58K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.62K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 153 | $6.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $6.46K | 0.00% | −17−9.6% | Reduced |
| Harbour Investments, Inc. | 162 | $6.50K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 167 | $6.70K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $7.18K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 203 | $8.15K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 235 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 321 | $12.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 338 | $13.6K | 0.00% | +205+154.1% | Added |
| Hexagon Capital Partners LLC | 343 | $13.8K | 0.00% | +48+16.3% | Added |
| TCI Wealth Advisors, Inc. | 370 | $14.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 425 | $17.1K | 0.00% | +271+176.0% | Added |
| Richard W. Paul & Associates, LLC | 469 | $18.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 487 | $19.5K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 506 | $20.3K | 0.00% | +3+0.6% | Added |
| Signaturefd, LLC | 567 | $22.8K | 0.00% | +125+28.3% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $25.0K | 0.02% | +615 | New |
| Global Retirement Partners, LLC | 767 | $31.0K | 0.00% | +354+85.7% | Added |
| S.A. Mason LLC | 813 | $32.6K | 0.02% | +4+0.5% | Added |
| Lazard Asset Management LLC | 899 | $36.0K | 0.00% | +899 | New |
| WealthPLAN Partners, LLC | 1,000 | $40.1K | 0.00% | +1,000 | New |
| TD Private Client Wealth LLC | 1,022 | $41.0K | 0.00% | −181−15.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,041 | $41.8K | 0.00% | +1,041 | New |
| Virtus Fund Advisers, LLC | 1,054 | $42.3K | 0.30% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,107 | $44.4K | 0.01% | −116−9.5% | Reduced |
| Umb Bank N A | 1,140 | $45.8K | 0.00% | −410−26.5% | Reduced |
| Central Trust Co | 1,520 | $61.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,619 | $65.0K | 0.00% | +1,292+395.1% | Added |
| EverSource Wealth Advisors, LLC | 2,102 | $84.4K | 0.01% | +140+7.1% | Added |
| Tower Research Capital LLC (TRC) | 2,340 | $94.0K | 0.00% | −50−2.1% | Reduced |
| Ridgewood Investments LLC | 2,471 | $99.2K | 0.06% | +2,471 | New |
| City State Bank | 2,609 | $105.0K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,027 | $121.5K | 0.03% | +3,027 | New |
| JJJ Advisors Inc. | 2,979 | $129.9K | 0.04% | +19+0.6% | Added |
| Picton Mahoney Asset Management | 3,700 | $148.0K | 0.01% | −100−2.6% | Reduced |
| C M Bidwell & Associates Ltd | 3,825 | $153.5K | 0.12% | +3,825 | New |
| Group One Trading, L.P. | 4,000 | $160.6K | 0.01% | +4,000 | New |
| Aquatic Capital Management LLC | 4,000 | $161.0K | 0.01% | +3,500+700.0% | Added |
| Ronald Blue Trust, Inc. | 4,646 | $168.0K | 0.00% | +1,197+34.7% | Added |
| Allspring Global Investments Holdings, LLC | 4,207 | $168.9K | 0.00% | −218−4.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,300 | $172.6K | 0.00% | −2,800−39.4% | Reduced |
| Metropolitan Life Insurance Co | 4,577 | $183.7K | 0.01% | −722−13.6% | Reduced |
| DGS Capital Management, LLC | 4,987 | $200.2K | 0.11% | +4,987 | New |
| Pathstone Family Office, LLC | 5,056 | $202.9K | 0.00% | −1,829−26.6% | Reduced |
| CM Wealth Advisors LLC | 4,858 | $203.0K | 0.04% | +4,858 | New |
| Voloridge Investment Management, LLC | 5,209 | $209.1K | 0.00% | −22,506−81.2% | Reduced |
| Fragasso Group Inc. | 5,281 | $212.0K | 0.02% | −453−7.9% | Reduced |
| EMC Capital Management | 5,304 | $213.0K | 0.18% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 5,847 | $235.0K | 0.01% | −213−3.5% | Reduced |
| Gabelli Funds LLC | 6,000 | $240.8K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,121 | $245.7K | 0.01% | +6,121 | New |
| Mariner, LLC | 6,220 | $250.0K | 0.00% | +421+7.3% | Added |
| Laffer Tengler Investments | 6,839 | $274.5K | 0.07% | +74+1.1% | Added |
| Crossmark Global Holdings, Inc. | 6,929 | $278.0K | 0.01% | −383−5.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,982 | $280.2K | 0.00% | +39+0.6% | Added |
| Stifel Financial Corp | 7,408 | $297.4K | 0.00% | +7,408 | New |
| Virtus Investment Advisers, Inc. | 7,549 | $303.0K | 0.21% | +1,207+19.0% | Added |
| Fifth Third Bancorp | 7,552 | $303.1K | 0.00% | +10+0.1% | Added |
| Securian Asset Management, Inc | 7,632 | $306.3K | 0.01% | −100−1.3% | Reduced |
| Prelude Capital Management, LLC | 7,736 | $310.5K | 0.02% | +7,736 | New |
| Eqis Capital Management, Inc. | 7,841 | $314.7K | 0.04% | −1,079−12.1% | Reduced |
| Keebeck Alpha, LP | 7,914 | $317.7K | 0.37% | +7,914 | New |
| Bank of Nova Scotia | 7,970 | $319.9K | 0.00% | +2,280+40.1% | Added |
| IMS Capital Management | 8,116 | $325.8K | 0.19% | +14+0.2% | Added |
| Simmons Bank | 8,171 | $328.0K | 0.03% | −5,236−39.1% | Reduced |
| National Asset Management, Inc. | 8,413 | $337.7K | 0.01% | −2,903−25.7% | Reduced |
| Apollon Wealth Management, LLC | 8,444 | $338.9K | 0.02% | +8,444 | New |
| Cambridge Investment Research Advisors, Inc. | 8,604 | $345.0K | 0.00% | +1,884+28.0% | Added |
| Sciencast Management LP | 9,750 | $363.5K | 0.48% | +9,750 | New |
| JustInvest LLC | 9,370 | $376.1K | 0.01% | +2,054+28.1% | Added |
| Acrisure Capital Management, LLC | 9,463 | $379.8K | 0.38% | +803+9.3% | Added |
| Gotham Asset Management, LLC | 9,500 | $381.3K | 0.01% | −980−9.4% | Reduced |
| Whitener Capital Management, Inc. | 9,635 | $386.7K | 0.16% | −605−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,025 | $402.4K | 0.00% | −850−7.8% | Reduced |