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 |
|---|---|---|---|---|---|
| Vestcor Inc | 63,219 | $2.54M | 0.09% | +57,790+1,064.5% | Added |
| State of New Jersey Common Pension Fund D | 62,181 | $2.50M | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 59,248 | $2.38M | 0.09% | +16,593+38.9% | Added |
| Portolan Capital Management, LLC | 58,607 | $2.35M | 0.22% | +58,607 | New |
| Wells Fargo & Company | 57,637 | $2.31M | 0.00% | +18,018+45.5% | Added |
| Moran Wealth Management, LLC | 57,260 | $2.30M | 0.09% | +10,805+23.3% | Added |
| Amalgamated Bank | 56,861 | $2.28M | 0.02% | −3,318−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 56,272 | $2.26M | 0.00% | −302−0.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 55,394 | $2.22M | 0.04% | +55,394 | New |
| CSM Advisors, LLC | 55,235 | $2.22M | 0.19% | +16,500+42.6% | Added |
| Prudential Financial Inc | 54,835 | $2.20M | 0.00% | +4,474+8.9% | Added |
| Citigroup Inc | 53,960 | $2.17M | 0.00% | +19,203+55.2% | Added |
| Algert Global LLC | 52,896 | $2.12M | 0.10% | +33,157+168.0% | Added |
| Teacher Retirement System of Texas | 52,740 | $2.12M | 0.01% | +19,337+57.9% | Added |
| Congress Asset Management Co | 48,793 | $1.96M | 0.02% | +4,859+11.1% | Added |
| Janney Montgomery Scott LLC | 47,883 | $1.92M | 0.01% | −1,235−2.5% | Reduced |
| Royal Bank of Canada | 47,519 | $1.91M | 0.00% | −14,354−23.2% | Reduced |
| First Trust Advisors LP | 46,016 | $1.85M | 0.00% | +2,024+4.6% | Added |
| Squarepoint Ops LLC | 45,910 | $1.84M | 0.01% | +39,458+611.6% | Added |
| New York State Common Retirement Fund | 44,946 | $1.80M | 0.00% | −18,876−29.6% | Reduced |
| HRT Financial LP | 44,601 | $1.79M | 0.02% | −87,605−66.3% | Reduced |
| Price T Rowe Associates Inc | 44,510 | $1.79M | 0.00% | +79+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 43,226 | $1.74M | 0.17% | +43,226 | New |
| Yousif Capital Management, LLC | 42,871 | $1.72M | 0.02% | −275−0.6% | Reduced |
| Palisade Asset Management, LLC | 41,040 | $1.65M | 0.20% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 40,913 | $1.64M | 0.41% | +2,696+7.1% | Added |
| Janus Henderson Group PLC | 39,616 | $1.59M | 0.00% | +25,068+172.3% | Added |
| D. E. Shaw & Co., Inc. | 39,038 | $1.57M | 0.00% | −74,584−65.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,978 | $1.56M | 0.21% | +25+0.1% | Added |
| Taylor Frigon Capital Management LLC | 38,797 | $1.56M | 0.85% | −4,249−9.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 38,726 | $1.55M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,076 | $1.53M | 0.01% | +46+0.1% | Added |
| CWA Asset Management Group, LLC | 37,920 | $1.52M | 0.11% | −510−1.3% | Reduced |
| Ritholtz Wealth Management | 37,489 | $1.50M | 0.08% | +27,130+261.9% | Added |
| Aviva PLC | 36,574 | $1.47M | 0.01% | +9,587+35.5% | Added |
| Hussman Strategic Advisors, Inc. | 36,400 | $1.46M | 0.23% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 33,300 | $1.34M | 0.01% | +33,300 | New |
| Voya Investment Management LLC | 33,171 | $1.33M | 0.00% | −153−0.5% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.32M | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 31,532 | $1.26M | 0.06% | +31,532 | New |
| Dean Investment Associates, LLC | 31,294 | $1.26M | 0.20% | −6,500−17.2% | Reduced |
| Allianz Asset Management GmbH | 31,240 | $1.25M | 0.00% | +2,407+8.3% | Added |
| Pacitti Group Inc. | 29,993 | $1.20M | 0.88% | +2,668+9.8% | Added |
| STRS Ohio | 29,800 | $1.20M | 0.01% | −2,000−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 28,609 | $1.15M | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 28,389 | $1.14M | 0.06% | +28,389 | New |
| Glenmede Trust Co NA | 28,104 | $1.13M | 0.01% | −46,400−62.3% | Reduced |
| SG Americas Securities, LLC | 26,988 | $1.08M | 0.01% | +16,854+166.3% | Added |
| Capital City Trust Co | 26,771 | $1.07M | 0.34% | +299+1.1% | Added |
| Engineers Gate Manager LP | 25,537 | $1.03M | 0.04% | −8,831−25.7% | Reduced |
| Oregon Public Employees Retirement Fund | 24,899 | $999.4K | 0.01% | +163+0.7% | Added |
| Raymond James & Associates | 24,673 | $990.4K | 0.00% | −3,954−13.8% | Reduced |
| Arizona State Retirement System | 24,494 | $983.2K | 0.01% | +600+2.5% | Added |
| Creative Planning | 24,425 | $980.4K | 0.00% | −8,534−25.9% | Reduced |
| Ensign Peak Advisors, Inc | 23,830 | $956.5K | 0.00% | +3,050+14.7% | Added |
| Louisiana State Employees Retirement System | 22,400 | $899.1K | 0.02% | −200−0.9% | Reduced |
| American Century Companies Inc | 22,078 | $882.7K | 0.00% | +401+1.8% | Added |
| State of Michigan Retirement System | 21,376 | $858.0K | 0.01% | −100−0.5% | Reduced |
| Walleye Capital LLC | 20,829 | $836.1K | 0.02% | +20,829 | New |
| Hillsdale Investment Management Inc. | 20,300 | $814.8K | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 19,936 | $800.0K | 0.01% | −20−0.1% | Reduced |
| Ontario Teachers Pension Plan Board | 19,330 | $775.9K | 0.01% | −7,438−27.8% | Reduced |
| Unison Advisors LLC | 19,090 | $766.3K | 0.09% | +165+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 18,835 | $756.0K | 0.00% | +1,156+6.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,755 | $752.8K | 0.02% | +10,932+139.7% | Added |
| McMahon Financial Advisors, LLC | 18,750 | $752.6K | 0.25% | 00.0% | Unchanged |
| Winton Group Ltd | 18,334 | $735.9K | 0.04% | +5,675+44.8% | Added |
| Kendall Capital Management | 18,105 | $727.0K | 0.35% | −330−1.8% | Reduced |
| Handelsbanken Fonder AB | 17,953 | $721.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,900 | $719.0K | 0.00% | −59,900−77.0% | Reduced |
| 1620 Investment Advisors, Inc. | 17,355 | $696.6K | 0.84% | +215+1.3% | Added |
| Busey Wealth Management | 16,382 | $657.6K | 0.03% | −3,508−17.6% | Reduced |
| Affinity Investment Advisors, LLC | 16,030 | $643.4K | 0.34% | +16,030 | New |
| Lowe Brockenbrough & Co Inc | 15,601 | $626.2K | 0.05% | −505−3.1% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $614.0K | 0.03% | +900+6.3% | Added |
| ProShare Advisors LLC | 15,077 | $605.2K | 0.00% | −7,579−33.5% | Reduced |
| Kula Investments, LLC | 15,001 | $602.1K | 0.15% | +2,680+21.8% | Added |
| Diversified Trust Co | 14,847 | $596.0K | 0.02% | +14,847 | New |
| Rodgers Brothers Inc. | 14,675 | $589.1K | 0.11% | −700−4.6% | Reduced |
| SEI Investments Co | 14,141 | $567.6K | 0.00% | −22,093−61.0% | Reduced |
| Advisor Group Holdings, Inc. | 14,084 | $565.4K | 0.00% | −6,623−32.0% | Reduced |
| IMA Wealth, Inc. | 13,669 | $548.7K | 0.14% | −461−3.3% | Reduced |
| Cinctive Capital Management LP | 13,581 | $545.1K | 0.02% | +13,581 | New |
| Teachers Retirement System of the State of Kentucky | 13,563 | $544.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 13,535 | $543.3K | 0.00% | +1,120+9.0% | Added |
| Bank of Montreal | 13,350 | $539.6K | 0.00% | +3,124+30.5% | Added |
| Cubic Asset Management, LLC | 13,417 | $538.6K | 0.15% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 13,257 | $532.1K | 0.20% | +455+3.6% | Added |
| Xponance, Inc. | 13,253 | $532.0K | 0.01% | +15+0.1% | Added |
| Guggenheim Capital LLC | 13,163 | $528.4K | 0.00% | +13,163 | New |
| Mackenzie Financial Corp | 13,132 | $527.1K | 0.00% | −4,504−25.5% | Reduced |
| Public Employees Retirement Association of Colorado | 13,107 | $526.0K | 0.00% | −1,880−12.5% | Reduced |
| Envestnet Asset Management Inc | 12,950 | $519.8K | 0.00% | −6,110−32.1% | Reduced |
| Los Angeles Capital Management LLC | 12,901 | $517.8K | 0.00% | −1,300−9.2% | Reduced |
| Cipher Capital LP | 12,860 | $516.2K | 0.10% | +12,860 | New |
| South Dakota Investment Council | 12,765 | $512.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 12,649 | $507.7K | 0.16% | +2,956+30.5% | Added |
| Federated Hermes, Inc. | 12,243 | $491.4K | 0.00% | −845−6.5% | Reduced |
| National Bank of Canada | 11,920 | $478.6K | 0.00% | +28+0.2% | Added |
| DMG Group, LLC | 11,875 | $477.3K | 0.48% | +11,875 | New |