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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.

Institutional holdersQ2 2023: 339 institutions
Q1 2021: 285 institutionsQ2 2021: 266 institutionsQ3 2021: 249 institutionsQ4 2021: 261 institutionsQ1 2022: 261 institutionsQ2 2022: 259 institutionsQ3 2022: 279 institutionsQ4 2022: 312 institutionsQ1 2023: 319 institutionsQ2 2023: 339 institutionsQ3 2023: 309 institutionsQ4 2023: 322 institutionsQ1 2024: 316 institutionsQ2 2024: 311 institutionsQ3 2024: 295 institutionsQ4 2024: 328 institutionsQ1 2025: 321 institutionsQ2 2025: 364 institutionsQ3 2025: 371 institutionsQ4 2025: 383 institutionsQ1 2026: 400 institutionsQ2 2026: 391 institutions
Value heldQ2 2023: $2.43B
Q1 2021: $2.45BQ2 2021: $2.69BQ3 2021: $2.57BQ4 2021: $2.91BQ1 2022: $2.59BQ2 2022: $2.32BQ3 2022: $2.33BQ4 2022: $2.56BQ1 2023: $2.94BQ2 2023: $2.43BQ3 2023: $2.24BQ4 2023: $2.16BQ1 2024: $2.32BQ2 2024: $2.11BQ3 2024: $2.33BQ4 2024: $2.66BQ1 2025: $2.55BQ2 2025: $2.90BQ3 2025: $3.55BQ4 2025: $3.56BQ1 2026: $3.71BQ2 2026: $3.68B
Institutions holding FHI and their total value by quarter
QuarterHoldersValue
Q2 2026391$3.68B
Q1 2026400$3.71B
Q4 2025383$3.56B
Q3 2025371$3.55B
Q2 2025364$2.90B
Q1 2025321$2.55B
Q4 2024328$2.66B
Q3 2024295$2.33B
Q2 2024311$2.11B
Q1 2024316$2.32B
Q4 2023322$2.16B
Q3 2023309$2.24B
Q2 2023339$2.43B
Q1 2023319$2.94B
Q4 2022312$2.56B
Q3 2022279$2.33B
Q2 2022259$2.32B
Q1 2022261$2.59B
Q4 2021261$2.91B
Q3 2021249$2.57B
Q2 2021266$2.69B
Q1 2021285$2.45B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q1 2023.

Institutions holding FHI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.319,422$11.5M0.00%−95,898−23.1%Reduced
D. E. Shaw & Co., Inc.330,459$11.8M0.02%+291,421+746.5%Added
Principal Financial Group Inc333,967$12.0M0.01%−1,570−0.5%Reduced
Royce & Associates LP336,000$12.0M0.12%−14,900−4.2%Reduced
Susquehanna International Group, LLP344,960$12.4M0.02%+183,626+113.8%Added
Bank of America Corp347,312$12.5M0.00%−96,057−21.7%Reduced
JPMorgan Chase & Co349,173$12.5M0.00%−82,688−19.1%Reduced
Qube Research & Technologies Ltd378,537$13.6M0.05%+378,537New
Panagora Asset Management Inc381,556$13.7M0.08%−12,587−3.2%Reduced
Foundation Resource Management Inc409,721$14.7M2.45%+5,827+1.4%Added
Charles Schwab Investment Management Inc441,432$15.8M0.00%−188,129−29.9%Reduced
HighTower Advisors, LLC447,722$16.1M0.03%+20,766+4.9%Added
Two Sigma Investments, LP496,288$17.8M0.05%+280,281+129.8%Added
Victory Capital Management Inc504,426$18.1M0.02%−512,860−50.4%Reduced
Jane Street Group, LLC511,073$18.3M0.02%+420,764+465.9%Added
Cubist Systematic Strategies, LLC539,676$19.3M0.21%+446,672+480.3%Added
Commonwealth Equity Services, LLC566,407$20.3M0.04%−11,533−2.0%Reduced
Northern Trust Corp571,535$20.5M0.00%−573,379−50.1%Reduced
Wellington Management Group LLP606,611$21.7M0.00%+86,212+16.6%Added
Burgundy Asset Management Ltd.644,369$23.1M0.27%−100,816−13.5%Reduced
Arrowstreet Capital, Limited Partnership655,649$23.5M0.03%+400,030+156.5%Added
Schroder Investment Management Group682,868$24.5M0.04%−58,347−7.9%Reduced
Jupiter Asset Management Ltd685,747$24.6M0.27%+685,747New
Goldman Sachs Group Inc708,789$25.4M0.01%−21,895−3.0%Reduced
Geode Capital Management, LLC1,008,610$36.2M0.00%−713,247−41.4%Reduced
Morgan Stanley1,050,941$37.7M0.00%+233,294+28.5%Added
Fuller & Thaler Asset Management, Inc.1,233,901$44.2M0.25%+1,852+0.2%Added
Thrivent Financial for Lutherans1,275,052$45.7M0.10%+133,317+11.7%Added
Bank of New York Mellon Corp1,408,745$50.5M0.01%−597,806−29.8%Reduced
State Street Corp1,638,256$58.7M0.00%−1,259,784−43.5%Reduced
Millennium Management LLC1,686,507$60.5M0.06%+445,967+35.9%Added
Great West Life Assurance Co1,945,341$70.1M0.17%−11,249−0.6%Reduced
Citadel Advisors LLC2,222,236$79.7M0.09%−63,915−2.8%Reduced
Dimensional Fund Advisors LP2,310,809$82.8M0.03%+31,285+1.4%Added
Invesco Ltd.2,944,547$105.6M0.03%+228,929+8.4%Added
Schneider Downs Wealth Management Advisors, LP3,145,199$112.8M25.76%−1,321,918−29.6%Reduced
FMR LLC4,470,826$160.3M0.01%+1,356,760+43.6%Added
BlackRock Inc.7,914,044$283.7M0.01%−3,779,214−32.3%Reduced
Vanguard Group Inc8,499,387$304.7M0.01%−230,185−2.6%Reduced
Azora Capital LP0$00.00%−642,590−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−522,937−100.0%Sold out
Gillson Capital LP0$00.00%−219,947−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−75,100−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−71,021−100.0%Sold out
Crestline Management, LP0$00.00%−70,000−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−63,285−100.0%Sold out
Portolan Capital Management, LLC0$00.00%−58,607−100.0%Sold out
Linden Thomas Advisory Services, LLC0$00.00%−40,913−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−38,726−100.0%Sold out
Voya Investment Management LLC0$00.00%−33,171−100.0%Sold out
STRS Ohio0$00.00%−29,800−100.0%Sold out
Centiva Capital, LP0$00.00%−28,389−100.0%Sold out
Winton Group Ltd0$00.00%−18,334−100.0%Sold out
Renaissance Technologies LLC0$00.00%−17,900−100.0%Sold out
1620 Investment Advisors, Inc.0$00.00%−17,355−100.0%Sold out
ProShare Advisors LLC0$00.00%−15,077−100.0%Sold out
Guggenheim Capital LLC0$00.00%−13,163−100.0%Sold out
Cipher Capital LP0$00.00%−12,860−100.0%Sold out
Inceptionr LLC0$00.00%−11,625−100.0%Sold out
Acrisure Capital Management, LLC0$00.00%−9,463−100.0%Sold out
Sciencast Management LP0$00.00%−9,750−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−8,604−100.0%Sold out
National Asset Management, Inc.0$00.00%−8,413−100.0%Sold out
Simmons Bank0$00.00%−8,171−100.0%Sold out
Bank of Nova Scotia0$00.00%−7,970−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−7,841−100.0%Sold out
Walleye Trading LLC0$00.00%−6,121−100.0%Sold out
Fragasso Group Inc.0$00.00%−5,281−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−4,858−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−5,056−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−4,577−100.0%Sold out
Group One Trading, L.P.0$00.00%−4,000−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3,027−100.0%Sold out
Riverview Trust Co0$00.00%−487−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−370−100.0%Sold out
Huntington National Bank0$00.00%−179−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−119−100.0%Sold out
Schubert & Co0$00.00%−79−100.0%Sold out
Advisory Services Network, LLC0$00.00%−54−100.0%Sold out
Spire Wealth Management0$00.00%−33−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−32−100.0%Sold out
TFC Financial Management0$00.00%−5−100.0%Sold out
Avion Wealth0$00.00%−14−100.0%Sold out
Kula Investments, LLC––––Not filed
Ibex Wealth Advisors––––Not filed