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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,625 | $309.2K | 0.00% | +8,625 | New |
| Cim Investment Mangement Inc | 8,839 | $316.9K | 0.11% | −4,418−33.3% | Reduced |
| JustInvest LLC | 9,009 | $323.0K | 0.01% | −361−3.9% | Reduced |
| Asset Management One Co.,Ltd. | 9,081 | $325.6K | 0.00% | +9,081 | New |
| Whitener Capital Management, Inc. | 9,120 | $327.0K | 0.13% | −515−5.3% | Reduced |
| Mackenzie Financial Corp | 9,431 | $341.6K | 0.00% | −3,701−28.2% | Reduced |
| Pictet Asset Management SA | 9,537 | $341.9K | 0.00% | −1,010−9.6% | Reduced |
| Virtu Financial LLC | 9,574 | $343.0K | 0.03% | +9,574 | New |
| Gsa Capital Partners LLP | 9,643 | $346.0K | 0.03% | +9,643 | New |
| New York Life Investment Management LLC | 10,277 | $368.4K | 0.00% | −1,486−12.6% | Reduced |
| Wealthcare Advisory Partners LLC | 10,425 | $373.7K | 0.02% | +10.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 10,434 | $374.1K | 0.00% | +9,393+902.3% | Added |
| State of Alaska, Department of Revenue | 10,541 | $377.0K | 0.00% | −1,103−9.5% | Reduced |
| US Bancorp | 10,597 | $379.9K | 0.00% | −315−2.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,789 | $386.8K | 0.07% | +10,789 | New |
| First Hawaiian Bank | 10,830 | $388.3K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 10,848 | $388.9K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,867 | $389.6K | 0.00% | +842+8.4% | Added |
| National Bank of Canada | 11,054 | $396.1K | 0.00% | −866−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 11,081 | $397.3K | 0.01% | +8,741+373.5% | Added |
| LPL Financial LLC | 11,503 | $412.4K | 0.00% | +754+7.0% | Added |
| Point72 Asset Management, L.P. | 11,505 | $412.5K | 0.00% | −534,884−97.9% | Reduced |
| SEI Investments Co | 11,594 | $415.6K | 0.00% | −2,547−18.0% | Reduced |
| Teza Capital Management LLC | 11,769 | $421.9K | 0.07% | +11,769 | New |
| South Dakota Investment Council | 11,896 | $426.0K | 0.01% | −869−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 12,021 | $431.0K | 0.00% | −1,086−8.3% | Reduced |
| Neuberger Berman Group LLC | 12,106 | $434.0K | 0.00% | −1,429−10.6% | Reduced |
| Federated Hermes, Inc. | 12,243 | $438.9K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 12,314 | $441.5K | 0.07% | +12,314 | New |
| State of Wyoming | 12,555 | $450.1K | 0.13% | −94−0.7% | Reduced |
| Van Eck Associates Corp | 12,610 | $452.0K | 0.00% | +896+7.6% | Added |
| Advisor Group Holdings, Inc. | 13,252 | $474.3K | 0.00% | −832−5.9% | Reduced |
| CenterBook Partners LP | 13,326 | $477.7K | 0.06% | +13,326 | New |
| Cubic Asset Management, LLC | 13,417 | $481.0K | 0.13% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 13,840 | $496.2K | 0.13% | +171+1.3% | Added |
| Walleye Capital LLC | 14,001 | $501.9K | 0.01% | −6,828−32.8% | Reduced |
| DMG Group, LLC | 14,084 | $504.9K | 0.50% | +2,209+18.6% | Added |
| Cornercap Investment Counsel Inc | 14,416 | $516.8K | 0.09% | +14,416 | New |
| Jump Financial, LLC | 14,771 | $529.5K | 0.02% | +14,771 | New |
| Envestnet Asset Management Inc | 14,900 | $534.2K | 0.00% | +1,950+15.1% | Added |
| Pacer Advisors, Inc. | 14,900 | $534.2K | 0.00% | +14,900 | New |
| Busey Wealth Management | 14,943 | $535.7K | 0.02% | −1,439−8.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,957 | $536.0K | 0.01% | +1,394+10.3% | Added |
| Apollon Wealth Management, LLC | 15,052 | $539.6K | 0.03% | +6,608+78.3% | Added |
| Lowe Brockenbrough & Co Inc | 15,166 | $543.7K | 0.04% | −435−2.8% | Reduced |
| Tudor Investment Corp Et Al | 15,674 | $561.9K | 0.01% | +15,674 | New |
| ISAM Funds (UK) Ltd | 15,722 | $563.6K | 0.50% | +15,722 | New |
| Rodgers Brothers Inc. | 16,025 | $574.5K | 0.10% | +1,350+9.2% | Added |
| Affinity Investment Advisors, LLC | 16,095 | $577.0K | 0.33% | +65+0.4% | Added |
| BNP Paribas Arbitrage, SA | 16,398 | $587.9K | 0.00% | −67,496−80.5% | Reduced |
| Legato Capital Management LLC | 16,433 | $589.1K | 0.08% | +4,623+39.1% | Added |
| Dean Capital Management | 16,433 | $589.1K | 0.79% | +4,623+39.1% | Added |
| Old Mission Capital LLC | 16,582 | $594.5K | 0.02% | +16,582 | New |
| Fox Run Management, L.L.C. | 17,068 | $611.9K | 0.17% | +17,068 | New |
| New Mexico Educational Retirement Board | 17,300 | $620.0K | 0.03% | +2,000+13.1% | Added |
| Nebula Research & Development LLC | 17,520 | $628.1K | 0.48% | +17,520 | New |
| Handelsbanken Fonder AB | 17,953 | $644.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18,385 | $659.1K | 0.00% | −450−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 18,404 | $659.8K | 0.00% | −1,532−7.7% | Reduced |
| Martingale Asset Management L P | 18,705 | $670.6K | 0.01% | +18,705 | New |
| Kendall Capital Management | 18,800 | $674.0K | 0.30% | +695+3.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,897 | $677.5K | 0.02% | +142+0.8% | Added |
| Unison Advisors LLC | 19,211 | $688.7K | 0.08% | +121+0.6% | Added |
| Verition Fund Management LLC | 19,834 | $711.0K | 0.01% | +19,834 | New |
| XTX Topco Ltd | 20,038 | $718.4K | 0.13% | +9,825+96.2% | Added |
| Ontario Teachers Pension Plan Board | 20,525 | $735.8K | 0.01% | +1,195+6.2% | Added |
| MorganRosel Wealth Management, LLC | 20,543 | $736.5K | 0.30% | +20,543 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 20,923 | $750.0K | 0.02% | +20,923 | New |
| State of Michigan Retirement System | 20,976 | $752.0K | 0.00% | −400−1.9% | Reduced |
| McMahon Financial Advisors, LLC | 21,150 | $758.2K | 0.24% | +2,400+12.8% | Added |
| First Republic Investment Management, Inc. | 21,153 | $758.3K | 0.00% | +10,620+100.8% | Added |
| Ameritas Investment Partners, Inc. | 21,235 | $761.3K | 0.03% | −7,374−25.8% | Reduced |
| Ritholtz Wealth Management | 21,887 | $784.7K | 0.04% | −15,602−41.6% | Reduced |
| Kingsview Wealth Management, LLC | 21,988 | $788.3K | 0.03% | +21,988 | New |
| American Century Companies Inc | 22,527 | $807.6K | 0.00% | +449+2.0% | Added |
| Jackson Creek Investment Advisors LLC | 23,213 | $832.0K | 0.33% | +23,213 | New |
| Arizona State Retirement System | 23,822 | $854.0K | 0.01% | −672−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 23,830 | $854.3K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 24,451 | $876.6K | 0.00% | −222−0.9% | Reduced |
| Creative Planning | 24,491 | $878.0K | 0.00% | +66+0.3% | Added |
| Oregon Public Employees Retirement Fund | 24,532 | $879.5K | 0.01% | −367−1.5% | Reduced |
| Louisiana State Employees Retirement System | 24,800 | $889.1K | 0.02% | +2,400+10.7% | Added |
| Citigroup Inc | 25,270 | $905.9K | 0.00% | −28,690−53.2% | Reduced |
| Capital City Trust Co | 25,586 | $917.2K | 0.29% | −1,185−4.4% | Reduced |
| Price T Rowe Associates Inc | 28,200 | $1.01M | 0.00% | −16,310−36.6% | Reduced |
| Baird Financial Group, Inc. | 28,446 | $1.02M | 0.00% | −40,332−58.6% | Reduced |
| Pacitti Group Inc. | 29,856 | $1.07M | 0.75% | −137−0.5% | Reduced |
| Staley Capital Advisers Inc | 30,017 | $1.08M | 0.06% | +24,170+413.4% | Added |
| Diversified Trust Co | 30,635 | $1.10M | 0.04% | +15,788+106.3% | Added |
| Glenmede Trust Co NA | 28,104 | $1.13M | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 32,100 | $1.15M | 0.01% | −157,600−83.1% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.18M | 0.06% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 32,900 | $1.18M | 0.84% | +32,900 | New |
| Magnetar Financial LLC | 33,315 | $1.19M | 0.03% | +33,315 | New |
| APG Asset Management N.V. | 36,700 | $1.21M | 0.00% | +36,700 | New |
| CWA Asset Management Group, LLC | 37,920 | $1.36M | 0.09% | 00.0% | Unchanged |
| Aviva PLC | 38,158 | $1.37M | 0.01% | +1,584+4.3% | Added |
| Taylor Frigon Capital Management LLC | 38,380 | $1.38M | 0.67% | −417−1.1% | Reduced |
| Los Angeles Capital Management LLC | 38,831 | $1.39M | 0.01% | +25,930+201.0% | Added |
| Sound View Wealth Advisors Group, LLC | 38,978 | $1.40M | 0.18% | 00.0% | Unchanged |