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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 741,215 | $29.8M | 0.04% | +223,547+43.2% | Added |
| Burgundy Asset Management Ltd. | 745,185 | $29.9M | 0.37% | −237,409−24.2% | Reduced |
| Morgan Stanley | 817,647 | $32.8M | 0.00% | +37,759+4.8% | Added |
| Victory Capital Management Inc | 1,017,286 | $40.8M | 0.05% | −614,719−37.7% | Reduced |
| Thrivent Financial for Lutherans | 1,141,735 | $45.8M | 0.11% | +86,477+8.2% | Added |
| Northern Trust Corp | 1,144,914 | $46.0M | 0.01% | +2,664+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,232,049 | $49.5M | 0.29% | −7,147−0.6% | Reduced |
| Millennium Management LLC | 1,240,540 | $49.8M | 0.06% | +903,543+268.1% | Added |
| Geode Capital Management, LLC | 1,721,857 | $69.1M | 0.01% | +21,159+1.2% | Added |
| Great West Life Assurance Co | 1,956,590 | $78.7M | 0.20% | −422,128−17.7% | Reduced |
| Bank of New York Mellon Corp | 2,006,551 | $80.5M | 0.02% | +1,947+0.1% | Added |
| Dimensional Fund Advisors LP | 2,279,524 | $91.5M | 0.03% | +14,111+0.6% | Added |
| Citadel Advisors LLC | 2,286,151 | $91.8M | 0.10% | +1,052,998+85.4% | Added |
| Invesco Ltd. | 2,715,618 | $109.0M | 0.03% | +526,286+24.0% | Added |
| State Street Corp | 2,898,040 | $116.3M | 0.01% | +24,211+0.8% | Added |
| FMR LLC | 3,114,066 | $125.0M | 0.01% | +166,960+5.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,467,117 | $179.3M | 36.83% | −37,201−0.8% | Reduced |
| Vanguard Group Inc | 8,729,572 | $350.4M | 0.01% | +245,745+2.9% | Added |
| BlackRock Inc. | 11,693,258 | $469.4M | 0.01% | −633,366−5.1% | Reduced |
| Trexquant Investment LP | 0 | $0 | 0.00% | −70,994−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −46,377−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −35,234−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −26,508−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −24,158−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −16,204−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,185−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −13,205−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −9,309−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,685−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −8,450−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,957−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,655−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5,375−100.0% | Sold out |
| Adalta Capital Management LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Win Advisors, Inc | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Bickling Financial Services, Inc. | – | – | – | – | Not filed |