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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 10,213 | $409.9K | 0.09% | +10,213 | New |
| Vise Technologies, Inc. | 10,242 | $411.1K | 0.11% | +1,029+11.2% | Added |
| Wealthcare Advisory Partners LLC | 10,424 | $418.4K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 10,533 | $422.8K | 0.00% | −9,530−47.5% | Reduced |
| Pictet Asset Management SA | 10,547 | $423.4K | 0.00% | +1,239+13.3% | Added |
| State of Wisconsin Investment Board | 10,648 | $427.4K | 0.00% | +93+0.9% | Added |
| Barclays PLC | 10,706 | $429.7K | 0.00% | +9,606+873.3% | Added |
| Northwest Investment Counselors, LLC | 10,720 | $430.3K | 0.12% | −350−3.2% | Reduced |
| LPL Financial LLC | 10,749 | $431.4K | 0.00% | +10,749 | New |
| First Hawaiian Bank | 10,830 | $434.7K | 0.01% | +10,830 | New |
| First National Trust Co | 10,848 | $435.4K | 0.02% | −247−2.2% | Reduced |
| US Bancorp | 10,912 | $438.0K | 0.00% | +290+2.7% | Added |
| Ibex Wealth Advisors | 11,527 | $463.0K | 0.12% | −862−7.0% | Reduced |
| Inceptionr LLC | 11,625 | $466.6K | 0.15% | +11,625 | New |
| State of Alaska, Department of Revenue | 11,644 | $467.0K | 0.01% | −105−0.9% | Reduced |
| Van Eck Associates Corp | 11,714 | $470.0K | 0.00% | +6,672+132.3% | Added |
| New York Life Investment Management LLC | 11,763 | $472.2K | 0.01% | −4,892−29.4% | Reduced |
| Legato Capital Management LLC | 11,810 | $474.1K | 0.09% | −3,191−21.3% | Reduced |
| Dean Capital Management | 11,810 | $474.1K | 0.62% | −3,191−21.3% | Reduced |
| DMG Group, LLC | 11,875 | $477.3K | 0.48% | +11,875 | New |
| National Bank of Canada | 11,920 | $478.6K | 0.00% | +28+0.2% | Added |
| Federated Hermes, Inc. | 12,243 | $491.4K | 0.00% | −845−6.5% | Reduced |
| State of Wyoming | 12,649 | $507.7K | 0.16% | +2,956+30.5% | Added |
| South Dakota Investment Council | 12,765 | $512.0K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 12,860 | $516.2K | 0.10% | +12,860 | New |
| Los Angeles Capital Management LLC | 12,901 | $517.8K | 0.00% | −1,300−9.2% | Reduced |
| Envestnet Asset Management Inc | 12,950 | $519.8K | 0.00% | −6,110−32.1% | Reduced |
| Public Employees Retirement Association of Colorado | 13,107 | $526.0K | 0.00% | −1,880−12.5% | Reduced |
| Mackenzie Financial Corp | 13,132 | $527.1K | 0.00% | −4,504−25.5% | Reduced |
| Guggenheim Capital LLC | 13,163 | $528.4K | 0.00% | +13,163 | New |
| Xponance, Inc. | 13,253 | $532.0K | 0.01% | +15+0.1% | Added |
| Cim Investment Mangement Inc | 13,257 | $532.1K | 0.20% | +455+3.6% | Added |
| Cubic Asset Management, LLC | 13,417 | $538.6K | 0.15% | 00.0% | Unchanged |
| Bank of Montreal | 13,350 | $539.6K | 0.00% | +3,124+30.5% | Added |
| Neuberger Berman Group LLC | 13,535 | $543.3K | 0.00% | +1,120+9.0% | Added |
| Teachers Retirement System of the State of Kentucky | 13,563 | $544.0K | 0.01% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 13,581 | $545.1K | 0.02% | +13,581 | New |
| IMA Wealth, Inc. | 13,669 | $548.7K | 0.14% | −461−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 14,084 | $565.4K | 0.00% | −6,623−32.0% | Reduced |
| SEI Investments Co | 14,141 | $567.6K | 0.00% | −22,093−61.0% | Reduced |
| Rodgers Brothers Inc. | 14,675 | $589.1K | 0.11% | −700−4.6% | Reduced |
| Diversified Trust Co | 14,847 | $596.0K | 0.02% | +14,847 | New |
| Kula Investments, LLC | 15,001 | $602.1K | 0.15% | +2,680+21.8% | Added |
| ProShare Advisors LLC | 15,077 | $605.2K | 0.00% | −7,579−33.5% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $614.0K | 0.03% | +900+6.3% | Added |
| Lowe Brockenbrough & Co Inc | 15,601 | $626.2K | 0.05% | −505−3.1% | Reduced |
| Affinity Investment Advisors, LLC | 16,030 | $643.4K | 0.34% | +16,030 | New |
| Busey Wealth Management | 16,382 | $657.6K | 0.03% | −3,508−17.6% | Reduced |
| 1620 Investment Advisors, Inc. | 17,355 | $696.6K | 0.84% | +215+1.3% | Added |
| Renaissance Technologies LLC | 17,900 | $719.0K | 0.00% | −59,900−77.0% | Reduced |
| Handelsbanken Fonder AB | 17,953 | $721.0K | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 18,105 | $727.0K | 0.35% | −330−1.8% | Reduced |
| Winton Group Ltd | 18,334 | $735.9K | 0.04% | +5,675+44.8% | Added |
| McMahon Financial Advisors, LLC | 18,750 | $752.6K | 0.25% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 18,755 | $752.8K | 0.02% | +10,932+139.7% | Added |
| Northwestern Mutual Wealth Management Co | 18,835 | $756.0K | 0.00% | +1,156+6.5% | Added |
| Unison Advisors LLC | 19,090 | $766.3K | 0.09% | +165+0.9% | Added |
| Ontario Teachers Pension Plan Board | 19,330 | $775.9K | 0.01% | −7,438−27.8% | Reduced |
| Nisa Investment Advisors, LLC | 19,936 | $800.0K | 0.01% | −20−0.1% | Reduced |
| Hillsdale Investment Management Inc. | 20,300 | $814.8K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 20,829 | $836.1K | 0.02% | +20,829 | New |
| State of Michigan Retirement System | 21,376 | $858.0K | 0.01% | −100−0.5% | Reduced |
| American Century Companies Inc | 22,078 | $882.7K | 0.00% | +401+1.8% | Added |
| Louisiana State Employees Retirement System | 22,400 | $899.1K | 0.02% | −200−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 23,830 | $956.5K | 0.00% | +3,050+14.7% | Added |
| Creative Planning | 24,425 | $980.4K | 0.00% | −8,534−25.9% | Reduced |
| Arizona State Retirement System | 24,494 | $983.2K | 0.01% | +600+2.5% | Added |
| Raymond James & Associates | 24,673 | $990.4K | 0.00% | −3,954−13.8% | Reduced |
| Oregon Public Employees Retirement Fund | 24,899 | $999.4K | 0.01% | +163+0.7% | Added |
| Engineers Gate Manager LP | 25,537 | $1.03M | 0.04% | −8,831−25.7% | Reduced |
| Capital City Trust Co | 26,771 | $1.07M | 0.34% | +299+1.1% | Added |
| SG Americas Securities, LLC | 26,988 | $1.08M | 0.01% | +16,854+166.3% | Added |
| Glenmede Trust Co NA | 28,104 | $1.13M | 0.01% | −46,400−62.3% | Reduced |
| Centiva Capital, LP | 28,389 | $1.14M | 0.06% | +28,389 | New |
| Ameritas Investment Partners, Inc. | 28,609 | $1.15M | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 29,800 | $1.20M | 0.01% | −2,000−6.3% | Reduced |
| Pacitti Group Inc. | 29,993 | $1.20M | 0.88% | +2,668+9.8% | Added |
| Allianz Asset Management GmbH | 31,240 | $1.25M | 0.00% | +2,407+8.3% | Added |
| Dean Investment Associates, LLC | 31,294 | $1.26M | 0.20% | −6,500−17.2% | Reduced |
| Simplex Trading, LLC | 31,532 | $1.26M | 0.06% | +31,532 | New |
| Texas Yale Capital Corp. | 32,829 | $1.32M | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 33,171 | $1.33M | 0.00% | −153−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 33,300 | $1.34M | 0.01% | +33,300 | New |
| Hussman Strategic Advisors, Inc. | 36,400 | $1.46M | 0.23% | 00.0% | Unchanged |
| Aviva PLC | 36,574 | $1.47M | 0.01% | +9,587+35.5% | Added |
| Ritholtz Wealth Management | 37,489 | $1.50M | 0.08% | +27,130+261.9% | Added |
| CWA Asset Management Group, LLC | 37,920 | $1.52M | 0.11% | −510−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,076 | $1.53M | 0.01% | +46+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 38,726 | $1.55M | 0.00% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 38,797 | $1.56M | 0.85% | −4,249−9.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,978 | $1.56M | 0.21% | +25+0.1% | Added |
| D. E. Shaw & Co., Inc. | 39,038 | $1.57M | 0.00% | −74,584−65.6% | Reduced |
| Janus Henderson Group PLC | 39,616 | $1.59M | 0.00% | +25,068+172.3% | Added |
| Linden Thomas Advisory Services, LLC | 40,913 | $1.64M | 0.41% | +2,696+7.1% | Added |
| Palisade Asset Management, LLC | 41,040 | $1.65M | 0.20% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 42,871 | $1.72M | 0.02% | −275−0.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 43,226 | $1.74M | 0.17% | +43,226 | New |
| Price T Rowe Associates Inc | 44,510 | $1.79M | 0.00% | +79+0.2% | Added |
| HRT Financial LP | 44,601 | $1.79M | 0.02% | −87,605−66.3% | Reduced |
| New York State Common Retirement Fund | 44,946 | $1.80M | 0.00% | −18,876−29.6% | Reduced |