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 |
|---|---|---|---|---|---|
| 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 |
| New York Life Investment Management LLC | 11,763 | $472.2K | 0.01% | −4,892−29.4% | Reduced |
| Van Eck Associates Corp | 11,714 | $470.0K | 0.00% | +6,672+132.3% | Added |
| State of Alaska, Department of Revenue | 11,644 | $467.0K | 0.01% | −105−0.9% | Reduced |
| Inceptionr LLC | 11,625 | $466.6K | 0.15% | +11,625 | New |
| Ibex Wealth Advisors | 11,527 | $463.0K | 0.12% | −862−7.0% | Reduced |
| US Bancorp | 10,912 | $438.0K | 0.00% | +290+2.7% | Added |
| First National Trust Co | 10,848 | $435.4K | 0.02% | −247−2.2% | Reduced |
| First Hawaiian Bank | 10,830 | $434.7K | 0.01% | +10,830 | New |
| LPL Financial LLC | 10,749 | $431.4K | 0.00% | +10,749 | New |
| Northwest Investment Counselors, LLC | 10,720 | $430.3K | 0.12% | −350−3.2% | Reduced |
| Barclays PLC | 10,706 | $429.7K | 0.00% | +9,606+873.3% | Added |
| State of Wisconsin Investment Board | 10,648 | $427.4K | 0.00% | +93+0.9% | Added |
| Pictet Asset Management SA | 10,547 | $423.4K | 0.00% | +1,239+13.3% | Added |
| First Republic Investment Management, Inc. | 10,533 | $422.8K | 0.00% | −9,530−47.5% | Reduced |
| Wealthcare Advisory Partners LLC | 10,424 | $418.4K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 10,242 | $411.1K | 0.11% | +1,029+11.2% | Added |
| XTX Topco Ltd | 10,213 | $409.9K | 0.09% | +10,213 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,025 | $402.4K | 0.00% | −850−7.8% | Reduced |
| Whitener Capital Management, Inc. | 9,635 | $386.7K | 0.16% | −605−5.9% | Reduced |
| Gotham Asset Management, LLC | 9,500 | $381.3K | 0.01% | −980−9.4% | Reduced |
| Acrisure Capital Management, LLC | 9,463 | $379.8K | 0.38% | +803+9.3% | Added |
| JustInvest LLC | 9,370 | $376.1K | 0.01% | +2,054+28.1% | Added |
| Sciencast Management LP | 9,750 | $363.5K | 0.48% | +9,750 | New |
| Cambridge Investment Research Advisors, Inc. | 8,604 | $345.0K | 0.00% | +1,884+28.0% | Added |
| Apollon Wealth Management, LLC | 8,444 | $338.9K | 0.02% | +8,444 | New |
| National Asset Management, Inc. | 8,413 | $337.7K | 0.01% | −2,903−25.7% | Reduced |
| Simmons Bank | 8,171 | $328.0K | 0.03% | −5,236−39.1% | Reduced |
| IMS Capital Management | 8,116 | $325.8K | 0.19% | +14+0.2% | Added |
| Bank of Nova Scotia | 7,970 | $319.9K | 0.00% | +2,280+40.1% | Added |
| Keebeck Alpha, LP | 7,914 | $317.7K | 0.37% | +7,914 | New |
| Eqis Capital Management, Inc. | 7,841 | $314.7K | 0.04% | −1,079−12.1% | Reduced |
| Prelude Capital Management, LLC | 7,736 | $310.5K | 0.02% | +7,736 | New |
| Securian Asset Management, Inc | 7,632 | $306.3K | 0.01% | −100−1.3% | Reduced |
| Fifth Third Bancorp | 7,552 | $303.1K | 0.00% | +10+0.1% | Added |
| Virtus Investment Advisers, Inc. | 7,549 | $303.0K | 0.21% | +1,207+19.0% | Added |
| Stifel Financial Corp | 7,408 | $297.4K | 0.00% | +7,408 | New |
| Raymond James Financial Services Advisors, Inc. | 6,982 | $280.2K | 0.00% | +39+0.6% | Added |
| Crossmark Global Holdings, Inc. | 6,929 | $278.0K | 0.01% | −383−5.2% | Reduced |
| Laffer Tengler Investments | 6,839 | $274.5K | 0.07% | +74+1.1% | Added |
| Mariner, LLC | 6,220 | $250.0K | 0.00% | +421+7.3% | Added |
| Walleye Trading LLC | 6,121 | $245.7K | 0.01% | +6,121 | New |
| Gabelli Funds LLC | 6,000 | $240.8K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 5,847 | $235.0K | 0.01% | −213−3.5% | Reduced |
| EMC Capital Management | 5,304 | $213.0K | 0.18% | 00.0% | Unchanged |
| Fragasso Group Inc. | 5,281 | $212.0K | 0.02% | −453−7.9% | Reduced |
| Voloridge Investment Management, LLC | 5,209 | $209.1K | 0.00% | −22,506−81.2% | Reduced |
| CM Wealth Advisors LLC | 4,858 | $203.0K | 0.04% | +4,858 | New |
| Pathstone Family Office, LLC | 5,056 | $202.9K | 0.00% | −1,829−26.6% | Reduced |
| DGS Capital Management, LLC | 4,987 | $200.2K | 0.11% | +4,987 | New |
| Metropolitan Life Insurance Co | 4,577 | $183.7K | 0.01% | −722−13.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,300 | $172.6K | 0.00% | −2,800−39.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,207 | $168.9K | 0.00% | −218−4.9% | Reduced |
| Ronald Blue Trust, Inc. | 4,646 | $168.0K | 0.00% | +1,197+34.7% | Added |
| Aquatic Capital Management LLC | 4,000 | $161.0K | 0.01% | +3,500+700.0% | Added |
| Group One Trading, L.P. | 4,000 | $160.6K | 0.01% | +4,000 | New |
| C M Bidwell & Associates Ltd | 3,825 | $153.5K | 0.12% | +3,825 | New |
| Picton Mahoney Asset Management | 3,700 | $148.0K | 0.01% | −100−2.6% | Reduced |
| JJJ Advisors Inc. | 2,979 | $129.9K | 0.04% | +19+0.6% | Added |
| Dark Forest Capital Management LP | 3,027 | $121.5K | 0.03% | +3,027 | New |
| City State Bank | 2,609 | $105.0K | 0.06% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,471 | $99.2K | 0.06% | +2,471 | New |
| Tower Research Capital LLC (TRC) | 2,340 | $94.0K | 0.00% | −50−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,102 | $84.4K | 0.01% | +140+7.1% | Added |
| Parallel Advisors, LLC | 1,619 | $65.0K | 0.00% | +1,292+395.1% | Added |
| Central Trust Co | 1,520 | $61.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,140 | $45.8K | 0.00% | −410−26.5% | Reduced |
| Gladius Capital Management LP | 1,107 | $44.4K | 0.01% | −116−9.5% | Reduced |
| Virtus Fund Advisers, LLC | 1,054 | $42.3K | 0.30% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,041 | $41.8K | 0.00% | +1,041 | New |
| TD Private Client Wealth LLC | 1,022 | $41.0K | 0.00% | −181−15.0% | Reduced |
| WealthPLAN Partners, LLC | 1,000 | $40.1K | 0.00% | +1,000 | New |
| Lazard Asset Management LLC | 899 | $36.0K | 0.00% | +899 | New |
| S.A. Mason LLC | 813 | $32.6K | 0.02% | +4+0.5% | Added |
| Global Retirement Partners, LLC | 767 | $31.0K | 0.00% | +354+85.7% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $25.0K | 0.02% | +615 | New |
| Signaturefd, LLC | 567 | $22.8K | 0.00% | +125+28.3% | Added |
| Baystate Wealth Management LLC | 506 | $20.3K | 0.00% | +3+0.6% | Added |
| Riverview Trust Co | 487 | $19.5K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 469 | $18.8K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 425 | $17.1K | 0.00% | +271+176.0% | Added |
| TCI Wealth Advisors, Inc. | 370 | $14.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 343 | $13.8K | 0.00% | +48+16.3% | Added |
| Quadrant Capital Group LLC | 338 | $13.6K | 0.00% | +205+154.1% | Added |
| Kelly Financial Services LLC | 321 | $12.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 235 | $9.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 203 | $8.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $7.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 167 | $6.70K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $6.50K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $6.46K | 0.00% | −17−9.6% | Reduced |
| Optimum Investment Advisors | 153 | $6.12K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.62K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $5.58K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 129 | $5.18K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 119 | $4.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 108 | $4.34K | 0.00% | −5−4.4% | Reduced |
| Massmutual Trust Co FSB | 107 | $4.29K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $4.01K | 0.00% | 00.0% | Unchanged |