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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 45,910 | $1.84M | 0.01% | +39,458+611.6% | Added |
| First Trust Advisors LP | 46,016 | $1.85M | 0.00% | +2,024+4.6% | Added |
| Royal Bank of Canada | 47,519 | $1.91M | 0.00% | −14,354−23.2% | Reduced |
| Janney Montgomery Scott LLC | 47,883 | $1.92M | 0.01% | −1,235−2.5% | Reduced |
| Congress Asset Management Co | 48,793 | $1.96M | 0.02% | +4,859+11.1% | Added |
| Teacher Retirement System of Texas | 52,740 | $2.12M | 0.01% | +19,337+57.9% | Added |
| Algert Global LLC | 52,896 | $2.12M | 0.10% | +33,157+168.0% | Added |
| Citigroup Inc | 53,960 | $2.17M | 0.00% | +19,203+55.2% | Added |
| Prudential Financial Inc | 54,835 | $2.20M | 0.00% | +4,474+8.9% | Added |
| CSM Advisors, LLC | 55,235 | $2.22M | 0.19% | +16,500+42.6% | Added |
| Horizon Kinetics Asset Management LLC | 55,394 | $2.22M | 0.04% | +55,394 | New |
| The PNC Financial Services Group, Inc. | 56,272 | $2.26M | 0.00% | −302−0.5% | Reduced |
| Amalgamated Bank | 56,861 | $2.28M | 0.02% | −3,318−5.5% | Reduced |
| Moran Wealth Management, LLC | 57,260 | $2.30M | 0.09% | +10,805+23.3% | Added |
| Wells Fargo & Company | 57,637 | $2.31M | 0.00% | +18,018+45.5% | Added |
| Portolan Capital Management, LLC | 58,607 | $2.35M | 0.22% | +58,607 | New |
| Ergoteles LLC | 59,248 | $2.38M | 0.09% | +16,593+38.9% | Added |
| State of New Jersey Common Pension Fund D | 62,181 | $2.50M | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 63,219 | $2.54M | 0.09% | +57,790+1,064.5% | Added |
| Radnor Capital Management, LLC | 63,285 | $2.54M | 0.67% | +160+0.3% | Added |
| Continental Advisors LLC | 64,377 | $2.58M | 2.38% | −12,160−15.9% | Reduced |
| Mutual of America Capital Management LLC | 68,109 | $2.73M | 0.03% | −1,426−2.1% | Reduced |
| Truist Financial Corp | 68,514 | $2.75M | 0.00% | +77+0.1% | Added |
| Baird Financial Group, Inc. | 68,778 | $2.76M | 0.01% | −20,759−23.2% | Reduced |
| State Board of Administration of Florida Retirement System | 69,814 | $2.80M | 0.01% | 00.0% | Unchanged |
| Crestline Management, LP | 70,000 | $2.81M | 0.34% | +40,000+133.3% | Added |
| Jacobs Levy Equity Management, Inc | 71,021 | $2.85M | 0.02% | +71,021 | New |
| S&T Bank | 72,527 | $2.91M | 0.54% | −5,481−7.0% | Reduced |
| Point72 Europe (London) LLP | 75,100 | $3.01M | 0.90% | +75,100 | New |
| HST Ventures, LLC | 75,568 | $3.03M | 1.55% | +75,568 | New |
| Texas Permanent School Fund | 75,813 | $3.04M | 0.03% | +18,980+33.4% | Added |
| Fortis Advisors, LLC | 76,314 | $3.06M | 2.00% | +830+1.1% | Added |
| Prana Capital Management, LP | 76,714 | $3.08M | 0.26% | +58,663+325.0% | Added |
| O'Shaughnessy Asset Management, LLC | 78,772 | $3.16M | 0.05% | +45,056+133.6% | Added |
| Graham Capital Management, L.P. | 79,999 | $3.21M | 0.11% | +27,889+53.5% | Added |
| BNP Paribas Arbitrage, SA | 83,894 | $3.37M | 0.01% | −37,443−30.9% | Reduced |
| Man Group plc | – | $3.50M | 0.01% | – | – |
| Vident Investment Advisory, LLC | 88,200 | $3.54M | 0.11% | −9,310−9.5% | Reduced |
| Bridgewater Associates, LP | 90,244 | $3.62M | 0.02% | −82,051−47.6% | Reduced |
| Jane Street Group, LLC | 90,309 | $3.63M | 0.01% | +64,675+252.3% | Added |
| Gamco Investors, Inc. Et Al | 90,900 | $3.65M | 0.04% | −2,000−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 93,004 | $3.73M | 0.03% | −34,993−27.3% | Reduced |
| MetLife Investment Management | 94,694 | $3.80M | 0.03% | −2,347−2.4% | Reduced |
| Legal & General Group Plc | 95,893 | $3.85M | 0.00% | −1,038−1.1% | Reduced |
| Russell Investments Group, Ltd. | 99,263 | $3.98M | 0.01% | +15,222+18.1% | Added |
| LSV Asset Management | 101,300 | $4.07M | 0.01% | −4,580−4.3% | Reduced |
| California State Teachers Retirement System | 106,032 | $4.26M | 0.01% | −1,729−1.6% | Reduced |
| Retirement Systems of Alabama | 110,457 | $4.43M | 0.02% | −966−0.9% | Reduced |
| Hourglass Capital, LLC | 111,719 | $4.48M | 1.62% | −70,371−38.6% | Reduced |
| UBS Asset Management Americas Inc | 112,603 | $4.52M | 0.00% | +2,494+2.3% | Added |
| Alpha Omega Wealth Management LLC | 112,882 | $4.53M | 0.78% | −2,987−2.6% | Reduced |
| Norges Bank | 121,000 | $4.86M | 0.00% | +25,000+26.0% | Added |
| BancorpSouth Bank | 122,147 | $4.90M | 0.45% | +616+0.5% | Added |
| State of Tennessee, Treasury Department | 126,415 | $5.07M | 0.02% | −8,253−6.1% | Reduced |
| ExodusPoint Capital Management, LP | 133,435 | $5.36M | 0.06% | −41,980−23.9% | Reduced |
| Manufacturers Life Insurance Company, The | 134,958 | $5.42M | 0.00% | +35,740+36.0% | Added |
| Interval Partners, LP | 134,999 | $5.42M | 0.30% | +119,725+783.8% | Added |
| New York State Teachers Retirement System | 147,411 | $5.92M | 0.01% | −2,732−1.8% | Reduced |
| Ameriprise Financial Inc | 153,188 | $6.15M | 0.00% | +3,423+2.3% | Added |
| Credit Suisse AG | 154,613 | $6.21M | 0.01% | +11,494+8.0% | Added |
| Two Sigma Advisers, LP | 160,100 | $6.43M | 0.02% | −68,800−30.1% | Reduced |
| Susquehanna International Group, LLP | 161,334 | $6.48M | 0.01% | +152,447+1,715.4% | Added |
| Deutsche Bank AG | 163,987 | $6.58M | 0.00% | −41,088−20.0% | Reduced |
| UBS Group AG | 165,559 | $6.65M | 0.00% | +117,813+246.7% | Added |
| Murphy Pohlad Asset Management LLC | 168,091 | $6.75M | 2.80% | −2,000−1.2% | Reduced |
| American International Group, Inc. | 170,797 | $6.86M | 0.05% | −384−0.2% | Reduced |
| Inlet Private Wealth, LLC | 172,750 | $6.93M | 1.80% | −800−0.5% | Reduced |
| Swiss National Bank | 182,417 | $7.32M | 0.01% | −22,100−10.8% | Reduced |
| AQR Capital Management LLC | 188,088 | $7.55M | 0.02% | +21,356+12.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 189,700 | $7.61M | 0.04% | −227,300−54.5% | Reduced |
| Two Sigma Investments, LP | 216,007 | $8.67M | 0.03% | −82,354−27.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 217,431 | $8.73M | 0.08% | +217,431 | New |
| Gillson Capital LP | 219,947 | $8.83M | 0.73% | +219,947 | New |
| Cambria Investment Management, L.P. | 224,768 | $9.02M | 0.75% | +21,950+10.8% | Added |
| Country Club Bank | 229,930 | $9.19M | 0.76% | −2,185−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 255,619 | $10.3M | 0.01% | +40,016+18.6% | Added |
| Rhumbline Advisers | 272,670 | $10.9M | 0.01% | −1,310−0.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 273,770 | $11.0M | 0.04% | +12,155+4.6% | Added |
| Ledyard National Bank | 291,334 | $11.7M | 1.34% | −4,215−1.4% | Reduced |
| Sprott Inc. | 300,000 | $12.0M | 1.02% | −25,000−7.7% | Reduced |
| Nuveen Asset Management, LLC | 321,368 | $12.9M | 0.00% | −87,247−21.4% | Reduced |
| Principal Financial Group Inc | 335,537 | $13.5M | 0.01% | +1,797+0.5% | Added |
| Prospector Partners LLC | 336,266 | $13.5M | 1.96% | −180,275−34.9% | Reduced |
| Royce & Associates LP | 350,900 | $14.1M | 0.14% | −64,100−15.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 370,000 | $14.9M | 0.36% | +345,000+1,380.0% | Added |
| Panagora Asset Management Inc | 394,143 | $15.8M | 0.10% | +228,769+138.3% | Added |
| Foundation Resource Management Inc | 403,894 | $16.2M | 2.69% | +3,658+0.9% | Added |
| Alliancebernstein L.P. | 415,320 | $16.7M | 0.01% | +96,736+30.4% | Added |
| HighTower Advisors, LLC | 426,956 | $17.1M | 0.04% | +657+0.2% | Added |
| JPMorgan Chase & Co | 431,861 | $17.3M | 0.00% | +161,585+59.8% | Added |
| Bank of America Corp | 443,369 | $17.8M | 0.00% | +93,919+26.9% | Added |
| Wellington Management Group LLP | 520,399 | $20.9M | 0.00% | +520,399 | New |
| Balyasny Asset Management LLC | 522,937 | $21.0M | 0.07% | −169,487−24.5% | Reduced |
| Ruffer LLP | 535,000 | $21.5M | 0.74% | −125,336−19.0% | Reduced |
| Point72 Asset Management, L.P. | 546,389 | $21.9M | 0.08% | +335,089+158.6% | Added |
| Commonwealth Equity Services, LLC | 577,940 | $23.2M | 0.05% | −10,373−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 629,561 | $25.3M | 0.01% | −1,327,307−67.8% | Reduced |
| Azora Capital LP | 642,590 | $25.8M | 3.96% | +228,792+55.3% | Added |
| Alyeska Investment Group, L.P. | 715,564 | $28.7M | 0.25% | +715,564 | New |
| Goldman Sachs Group Inc | 730,684 | $29.3M | 0.01% | +11,016+1.5% | Added |