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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Federated Hermes, Inc. as of Jun 30, 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
- 339
- +22 vs. Q1 2023
- Shares held
- 67.8M
- −5.37M (−7.3%) vs. Q1 2023
- Total value
- $2.43B
- −$509.2M (−17.3%) vs. Q1 2023
- New holders
- 66
- 100 more added
- Sold out
- 44
- 124 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 390 | $3.67B |
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,499,387 | $304.7M | 0.01% | −230,185−2.6% | Reduced |
| BlackRock Inc. | 7,914,044 | $283.7M | 0.01% | −3,779,214−32.3% | Reduced |
| FMR LLC | 4,470,826 | $160.3M | 0.01% | +1,356,760+43.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,145,199 | $112.8M | 25.76% | −1,321,918−29.6% | Reduced |
| Invesco Ltd. | 2,944,547 | $105.6M | 0.03% | +228,929+8.4% | Added |
| Dimensional Fund Advisors LP | 2,310,809 | $82.8M | 0.03% | +31,285+1.4% | Added |
| Citadel Advisors LLC | 2,222,236 | $79.7M | 0.09% | −63,915−2.8% | Reduced |
| Great West Life Assurance Co | 1,945,341 | $70.1M | 0.17% | −11,249−0.6% | Reduced |
| Millennium Management LLC | 1,686,507 | $60.5M | 0.06% | +445,967+35.9% | Added |
| State Street Corp | 1,638,256 | $58.7M | 0.00% | −1,259,784−43.5% | Reduced |
| Bank of New York Mellon Corp | 1,408,745 | $50.5M | 0.01% | −597,806−29.8% | Reduced |
| Thrivent Financial for Lutherans | 1,275,052 | $45.7M | 0.10% | +133,317+11.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,233,901 | $44.2M | 0.25% | +1,852+0.2% | Added |
| Morgan Stanley | 1,050,941 | $37.7M | 0.00% | +233,294+28.5% | Added |
| Geode Capital Management, LLC | 1,008,610 | $36.2M | 0.00% | −713,247−41.4% | Reduced |
| Goldman Sachs Group Inc | 708,789 | $25.4M | 0.01% | −21,895−3.0% | Reduced |
| Jupiter Asset Management Ltd | 685,747 | $24.6M | 0.27% | +685,747 | New |
| Schroder Investment Management Group | 682,868 | $24.5M | 0.04% | −58,347−7.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 655,649 | $23.5M | 0.03% | +400,030+156.5% | Added |
| Burgundy Asset Management Ltd. | 644,369 | $23.1M | 0.27% | −100,816−13.5% | Reduced |
| Wellington Management Group LLP | 606,611 | $21.7M | 0.00% | +86,212+16.6% | Added |
| Northern Trust Corp | 571,535 | $20.5M | 0.00% | −573,379−50.1% | Reduced |
| Commonwealth Equity Services, LLC | 566,407 | $20.3M | 0.04% | −11,533−2.0% | Reduced |
| Cubist Systematic Strategies, LLC | 539,676 | $19.3M | 0.21% | +446,672+480.3% | Added |
| Jane Street Group, LLC | 511,073 | $18.3M | 0.02% | +420,764+465.9% | Added |
| Victory Capital Management Inc | 504,426 | $18.1M | 0.02% | −512,860−50.4% | Reduced |
| Two Sigma Investments, LP | 496,288 | $17.8M | 0.05% | +280,281+129.8% | Added |
| HighTower Advisors, LLC | 447,722 | $16.1M | 0.03% | +20,766+4.9% | Added |
| Charles Schwab Investment Management Inc | 441,432 | $15.8M | 0.00% | −188,129−29.9% | Reduced |
| Foundation Resource Management Inc | 409,721 | $14.7M | 2.45% | +5,827+1.4% | Added |
| Panagora Asset Management Inc | 381,556 | $13.7M | 0.08% | −12,587−3.2% | Reduced |
| Qube Research & Technologies Ltd | 378,537 | $13.6M | 0.05% | +378,537 | New |
| JPMorgan Chase & Co | 349,173 | $12.5M | 0.00% | −82,688−19.1% | Reduced |
| Bank of America Corp | 347,312 | $12.5M | 0.00% | −96,057−21.7% | Reduced |
| Susquehanna International Group, LLP | 344,960 | $12.4M | 0.02% | +183,626+113.8% | Added |
| Royce & Associates LP | 336,000 | $12.0M | 0.12% | −14,900−4.2% | Reduced |
| Principal Financial Group Inc | 333,967 | $12.0M | 0.01% | −1,570−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 330,459 | $11.8M | 0.02% | +291,421+746.5% | Added |
| Alliancebernstein L.P. | 319,422 | $11.5M | 0.00% | −95,898−23.1% | Reduced |
| Clark Capital Management Group, Inc. | 298,166 | $10.7M | 0.10% | +298,166 | New |
| Sprott Inc. | 285,000 | $10.2M | 0.93% | −15,000−5.0% | Reduced |
| Ledyard National Bank | 283,903 | $10.2M | 1.11% | −7,431−2.6% | Reduced |
| AQR Capital Management LLC | 282,728 | $10.1M | 0.02% | +94,640+50.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 279,880 | $10.0M | 0.04% | +6,110+2.2% | Added |
| Ergoteles LLC | 277,818 | $9.96M | 0.48% | +218,570+368.9% | Added |
| UBS Group AG | 254,726 | $9.13M | 0.00% | +89,167+53.9% | Added |
| Two Sigma Advisers, LP | 242,600 | $8.70M | 0.02% | +82,500+51.5% | Added |
| Manufacturers Life Insurance Company, The | 237,634 | $8.52M | 0.00% | +102,676+76.1% | Added |
| ExodusPoint Capital Management, LP | 235,216 | $8.43M | 0.10% | +101,781+76.3% | Added |
| Ruffer LLP | 235,000 | $8.43M | 0.49% | −300,000−56.1% | Reduced |
| Prospector Partners LLC | 235,016 | $8.43M | 1.18% | −101,250−30.1% | Reduced |
| Country Club Bank | 217,934 | $7.84M | 0.62% | −11,996−5.2% | Reduced |
| Cambria Investment Management, L.P. | 217,744 | $7.81M | 0.65% | −7,024−3.1% | Reduced |
| Deutsche Bank AG | 195,960 | $7.03M | 0.00% | +31,973+19.5% | Added |
| Bank of Montreal | 179,116 | $6.86M | 0.00% | +165,766+1,241.7% | Added |
| Marshall Wace, LLP | 188,246 | $6.75M | 0.01% | +188,246 | New |
| Swiss National Bank | 184,617 | $6.62M | 0.00% | +2,200+1.2% | Added |
| Twinbeech Capital LP | 181,061 | $6.49M | 0.13% | +181,061 | New |
| Inlet Private Wealth, LLC | 174,900 | $6.27M | 1.58% | +2,150+1.2% | Added |
| Acadian Asset Management LLC | 171,984 | $6.16M | 0.03% | +171,984 | New |
| Murphy Pohlad Asset Management LLC | 168,791 | $6.05M | 2.61% | +700+0.4% | Added |
| Credit Suisse AG | 161,509 | $5.79M | 0.01% | +6,896+4.5% | Added |
| Rhumbline Advisers | 159,386 | $5.71M | 0.01% | −113,284−41.5% | Reduced |
| Vestcor Inc | 151,724 | $5.44M | 0.20% | +88,505+140.0% | Added |
| Squarepoint Ops LLC | 149,080 | $5.34M | 0.03% | +103,170+224.7% | Added |
| New York State Teachers Retirement System | 147,211 | $5.28M | 0.01% | −200−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 145,566 | $5.22M | 0.05% | −71,865−33.1% | Reduced |
| Picton Mahoney Asset Management | 145,030 | $5.20M | 0.26% | +141,330+3,819.7% | Added |
| Ameriprise Financial Inc | 136,474 | $4.89M | 0.00% | −16,714−10.9% | Reduced |
| Nuveen Asset Management, LLC | 130,390 | $4.67M | 0.00% | −190,978−59.4% | Reduced |
| American International Group, Inc. | 127,501 | $4.57M | 0.03% | −43,296−25.3% | Reduced |
| Alyeska Investment Group, L.P. | 126,756 | $4.54M | 0.03% | −588,808−82.3% | Reduced |
| UBS Asset Management Americas Inc | 112,603 | $4.52M | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 122,935 | $4.41M | 0.38% | +788+0.6% | Added |
| Cinctive Capital Management LP | 121,164 | $4.34M | 0.17% | +107,583+792.2% | Added |
| Man Group plc | 117,396 | $4.21M | 0.01% | – | – |
| Legal & General Group Plc | 116,921 | $4.19M | 0.00% | +21,028+21.9% | Added |
| Trexquant Investment LP | 110,537 | $3.96M | 0.10% | +110,537 | New |
| Retirement Systems of Alabama | 109,584 | $3.93M | 0.02% | −873−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 109,414 | $3.92M | 0.66% | −3,468−3.1% | Reduced |
| Maltese Capital Management LLC | 108,700 | $3.90M | 1.35% | +108,700 | New |
| Weiss Multi-Strategy Advisers LLC | 108,414 | $3.89M | 0.08% | −261,586−70.7% | Reduced |
| Stifel Financial Corp | 106,662 | $3.82M | 0.01% | +99,254+1,339.8% | Added |
| Hourglass Capital, LLC | 104,384 | $3.74M | 1.30% | −7,335−6.6% | Reduced |
| Bridgewater Associates, LP | 101,196 | $3.63M | 0.02% | +10,952+12.1% | Added |
| HRT Financial LP | 93,263 | $3.34M | 0.03% | +48,662+109.1% | Added |
| LSV Asset Management | 92,100 | $3.30M | 0.01% | −9,200−9.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 91,383 | $3.28M | 0.29% | +48,157+111.4% | Added |
| Gamco Investors, Inc. Et Al | 90,900 | $3.26M | 0.03% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 89,084 | $3.19M | 0.11% | +884+1.0% | Added |
| Engineers Gate Manager LP | 87,841 | $3.15M | 0.12% | +62,304+244.0% | Added |
| Interval Partners, LP | 83,999 | $3.01M | 0.15% | −51,000−37.8% | Reduced |
| Russell Investments Group, Ltd. | 82,616 | $2.96M | 0.01% | −16,647−16.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 82,055 | $2.94M | 0.37% | +82,055 | New |
| HST Ventures, LLC | 76,482 | $2.74M | 1.34% | +914+1.2% | Added |
| Fortis Advisors, LLC | 76,314 | $2.74M | 1.96% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 76,007 | $2.72M | 0.32% | +76,007 | New |
| Texas Permanent School Fund | 74,872 | $2.68M | 0.02% | −941−1.2% | Reduced |
| Allianz Asset Management GmbH | 74,726 | $2.68M | 0.01% | +43,486+139.2% | Added |
| California State Teachers Retirement System | 74,629 | $2.68M | 0.00% | −31,403−29.6% | Reduced |