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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Comerica Bank | 5,974 | $72 | 0.01% | +5,974 | New |
| USA Financial Portformulas Corp | 2 | $72 | 0.00% | +2 | New |
| Allworth Financial LP | 4 | $144 | 0.00% | −6−60.0% | Reduced |
| Tfo-TDC, LLC | 6 | $215 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $251 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $501 | 0.00% | +14 | New |
| Ridgewood Investments LLC | 16 | $574 | 0.00% | −2,455−99.4% | Reduced |
| Versant Capital Management, Inc | 17 | $609 | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 27 | $952 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 27 | $967 | 0.00% | +27 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $968 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $968 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $1.22K | 0.00% | −4−10.5% | Reduced |
| Sofos Investments, Inc. | 36 | $1.28K | 0.01% | −4−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $1.54K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 44 | $1.58K | 0.00% | +44 | New |
| Glassman Wealth Services | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 66 | $2.00K | 0.00% | +66 | New |
| Bell Investment Advisors, Inc | 74 | $2.65K | 0.00% | +32+76.2% | Added |
| Toronto Dominion Bank | 91 | $3.00K | 0.00% | +91 | New |
| Hillsdale Investment Management Inc. | 90 | $3.23K | 0.00% | −20,210−99.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $3.58K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 103 | $3.69K | 0.00% | +103 | New |
| JFS Wealth Advisors, LLC | 108 | $3.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 121 | $4.34K | 0.00% | +14+13.1% | Added |
| Lindbrook Capital, LLC | 129 | $4.63K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 133 | $4.77K | 0.00% | −205−60.7% | Reduced |
| Rosenberg Matthew Hamilton | 139 | $4.98K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.02K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 153 | $5.47K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $5.77K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $5.81K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 167 | $5.99K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 212 | $7.00K | 0.01% | +205+2,928.6% | Added |
| WR Wealth Planners, LLC | 203 | $7.28K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 235 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 242 | $8.68K | 0.00% | −7,310−96.8% | Reduced |
| Parallel Advisors, LLC | 315 | $11.3K | 0.00% | −1,304−80.5% | Reduced |
| Kelly Financial Services LLC | 321 | $11.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 399 | $14.3K | 0.00% | +56+16.3% | Added |
| Contravisory Investment Management, Inc. | 425 | $15.2K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 435 | $15.6K | 0.02% | +435 | New |
| IFP Advisors, Inc | 643 | $15.7K | 0.00% | +643 | New |
| Richard W. Paul & Associates, LLC | 469 | $16.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 491 | $17.6K | 0.00% | −76−13.4% | Reduced |
| Baystate Wealth Management LLC | 510 | $18.3K | 0.00% | +4+0.8% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $22.0K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 664 | $23.8K | 0.00% | −44,282−98.5% | Reduced |
| Simplex Trading, LLC | 691 | $24.0K | 0.00% | −30,841−97.8% | Reduced |
| Global Retirement Partners, LLC | 747 | $26.8K | 0.00% | −20−2.6% | Reduced |
| Quarry LP | 806 | $28.9K | 0.02% | +806 | New |
| Allspring Global Investments Holdings, LLC | 862 | $30.9K | 0.00% | −3,345−79.5% | Reduced |
| Lazard Asset Management LLC | 899 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 893 | $32.0K | 0.00% | +893 | New |
| S.A. Mason LLC | 813 | $32.6K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 924 | $33.1K | 0.02% | −183−16.5% | Reduced |
| Barclays PLC | 940 | $33.7K | 0.00% | −9,766−91.2% | Reduced |
| WealthPLAN Partners, LLC | 1,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,022 | $36.6K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,034 | $37.1K | 0.00% | +1,034 | New |
| Virtus Fund Advisers, LLC | 1,054 | $37.8K | 0.27% | 00.0% | Unchanged |
| Umb Bank N A | 1,140 | $40.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,027 | $41.0K | 0.00% | −3,619−77.9% | Reduced |
| Itau Unibanco Holding S.A. | 1,409 | $50.5K | 0.00% | +1,409 | New |
| Central Trust Co | 1,520 | $54.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,122 | $76.1K | 0.01% | +20+1.0% | Added |
| City State Bank | 2,396 | $86.0K | 0.05% | −213−8.2% | Reduced |
| JJJ Advisors Inc. | 3,238 | $116.1K | 0.03% | +259+8.7% | Added |
| SG Americas Securities, LLC | 3,363 | $121.0K | 0.00% | −23,625−87.5% | Reduced |
| Headlands Technologies LLC | 3,775 | $135.3K | 0.04% | +3,775 | New |
| C M Bidwell & Associates Ltd | 3,837 | $137.6K | 0.10% | +12+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,300 | $154.2K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,618 | $201.4K | 0.00% | −49,217−89.8% | Reduced |
| Petrus Trust Company, LTA | 5,872 | $210.5K | 0.02% | +5,872 | New |
| Gotham Asset Management, LLC | 5,934 | $212.7K | 0.00% | −3,566−37.5% | Reduced |
| Crossmark Global Holdings, Inc. | 6,351 | $215.0K | 0.00% | −578−8.3% | Reduced |
| Gabelli Funds LLC | 6,000 | $215.1K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 6,143 | $220.2K | 0.00% | +934+17.9% | Added |
| Mariner, LLC | 6,168 | $221.1K | 0.00% | −52−0.8% | Reduced |
| MQS Management LLC | 6,298 | $225.8K | 0.15% | +6,298 | New |
| EMC Capital Management | 21,140 | $238.0K | 0.48% | +15,836+298.6% | Added |
| State of Wisconsin Investment Board | 6,705 | $240.4K | 0.00% | −3,943−37.0% | Reduced |
| DGS Capital Management, LLC | 6,720 | $240.9K | 0.12% | +1,733+34.8% | Added |
| Aigen Investment Management, LP | 6,803 | $243.9K | 0.04% | +6,803 | New |
| Laffer Tengler Investments | 6,862 | $246.0K | 0.07% | +23+0.3% | Added |
| Northwest Investment Counselors, LLC | 7,030 | $252.0K | 0.07% | −3,690−34.4% | Reduced |
| Stratos Wealth Advisors, LLC | 7,100 | $254.5K | 0.02% | +7,100 | New |
| Keebeck Alpha, LP | 7,273 | $260.7K | 0.26% | −641−8.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,285 | $261.2K | 0.00% | +303+4.3% | Added |
| CTC Alternative Strategies, Ltd. | 7,300 | $261.7K | 0.33% | +7,300 | New |
| Xponance, Inc. | 7,412 | $265.7K | 0.00% | −5,841−44.1% | Reduced |
| Prelude Capital Management, LLC | 7,532 | $270.0K | 0.02% | −204−2.6% | Reduced |
| Securian Asset Management, Inc | 7,532 | $270.0K | 0.01% | −100−1.3% | Reduced |
| Virtus Investment Advisers, Inc. | 7,549 | $270.6K | 0.18% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,801 | $279.7K | 0.07% | −2,441−23.8% | Reduced |
| IMS Capital Management | 8,132 | $291.5K | 0.16% | +16+0.2% | Added |
| Versor Investments LP | 8,222 | $294.8K | 0.05% | +8,222 | New |
| Caxton Associates LP | 8,377 | $300.3K | 0.04% | +8,377 | New |
| HSBC Holdings PLC | 8,540 | $307.0K | 0.00% | +8,540 | New |