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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 72,605 | $2.60M | 0.28% | +72,605 | New |
| S&T Bank | 71,058 | $2.55M | 0.46% | −1,469−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 69,585 | $2.49M | 0.01% | +7,404+11.9% | Added |
| Virginia Retirement Systems Et Al | 68,500 | $2.46M | 0.02% | +35,200+105.7% | Added |
| Graham Capital Management, L.P. | 64,393 | $2.31M | 0.08% | −15,606−19.5% | Reduced |
| Mutual of America Capital Management LLC | 62,021 | $2.22M | 0.03% | −6,088−8.9% | Reduced |
| First Trust Advisors LP | 61,249 | $2.20M | 0.00% | +15,233+33.1% | Added |
| Duality Advisers, LP | 61,204 | $2.19M | 0.28% | +61,204 | New |
| Truist Financial Corp | 59,487 | $2.13M | 0.00% | −9,027−13.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 59,446 | $2.13M | 0.03% | −19,326−24.5% | Reduced |
| Moran Wealth Management, LLC | 59,067 | $2.12M | 0.08% | +1,807+3.2% | Added |
| Algert Global LLC | 58,686 | $2.10M | 0.09% | +5,790+10.9% | Added |
| Teacher Retirement System of Texas | 55,404 | $1.99M | 0.01% | +2,664+5.1% | Added |
| CSM Advisors, LLC | 55,235 | $1.98M | 0.15% | 00.0% | Unchanged |
| Wells Fargo & Company | 54,070 | $1.94M | 0.00% | −3,567−6.2% | Reduced |
| Norges Bank | 53,734 | $1.93M | 0.00% | −67,266−55.6% | Reduced |
| The PNC Financial Services Group, Inc. | 52,594 | $1.89M | 0.00% | −3,678−6.5% | Reduced |
| Janney Montgomery Scott LLC | 50,262 | $1.80M | 0.01% | +2,379+5.0% | Added |
| Congress Asset Management Co | 49,437 | $1.77M | 0.02% | +644+1.3% | Added |
| MetLife Investment Management | 49,275 | $1.77M | 0.01% | −45,419−48.0% | Reduced |
| Royal Bank of Canada | 48,170 | $1.73M | 0.00% | +651+1.4% | Added |
| Prana Capital Management, LP | 47,680 | $1.71M | 0.11% | −29,034−37.8% | Reduced |
| State of Tennessee, Treasury Department | 47,425 | $1.70M | 0.01% | −78,990−62.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 46,503 | $1.67M | 0.04% | −8,891−16.1% | Reduced |
| Wedge Capital Management L L P | 45,884 | $1.64M | 0.03% | +45,884 | New |
| Point72 Middle East FZE | 45,407 | $1.63M | 0.09% | +45,407 | New |
| Aquatic Capital Management LLC | 44,900 | $1.61M | 0.09% | +40,900+1,022.5% | Added |
| Hussman Strategic Advisors, Inc. | 43,400 | $1.56M | 0.29% | +7,000+19.2% | Added |
| Laurion Capital Management LP | 43,091 | $1.54M | 0.07% | +43,091 | New |
| Amalgamated Bank | 42,657 | $1.53M | 0.01% | −14,204−25.0% | Reduced |
| Edgestream Partners, L.P. | 42,595 | $1.53M | 0.14% | +42,595 | New |
| Dean Investment Associates, LLC | 41,287 | $1.48M | 0.24% | +9,993+31.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,105 | $1.47M | 0.01% | +3,029+8.0% | Added |
| Palisade Asset Management, LLC | 41,040 | $1.47M | 0.17% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 40,854 | $1.46M | 0.02% | −2,017−4.7% | Reduced |
| Symmetry Investments LP | 40,812 | $1.46M | 0.42% | +40,812 | New |
| Continental Advisors LLC | 39,880 | $1.43M | 1.26% | −24,497−38.1% | Reduced |
| Janus Henderson Group PLC | 39,568 | $1.42M | 0.00% | −48−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 39,193 | $1.41M | 0.00% | −30,621−43.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,978 | $1.40M | 0.18% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 38,831 | $1.39M | 0.01% | +25,930+201.0% | Added |
| Taylor Frigon Capital Management LLC | 38,380 | $1.38M | 0.67% | −417−1.1% | Reduced |
| Aviva PLC | 38,158 | $1.37M | 0.01% | +1,584+4.3% | Added |
| CWA Asset Management Group, LLC | 37,920 | $1.36M | 0.09% | 00.0% | Unchanged |
| APG Asset Management N.V. | 36,700 | $1.21M | 0.00% | +36,700 | New |
| Magnetar Financial LLC | 33,315 | $1.19M | 0.03% | +33,315 | New |
| Qsemble Capital Management, LP | 32,900 | $1.18M | 0.84% | +32,900 | New |
| Texas Yale Capital Corp. | 32,829 | $1.18M | 0.06% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 32,100 | $1.15M | 0.01% | −157,600−83.1% | Reduced |
| Glenmede Trust Co NA | 28,104 | $1.13M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 30,635 | $1.10M | 0.04% | +15,788+106.3% | Added |
| Staley Capital Advisers Inc | 30,017 | $1.08M | 0.06% | +24,170+413.4% | Added |
| Pacitti Group Inc. | 29,856 | $1.07M | 0.75% | −137−0.5% | Reduced |
| Baird Financial Group, Inc. | 28,446 | $1.02M | 0.00% | −40,332−58.6% | Reduced |
| Price T Rowe Associates Inc | 28,200 | $1.01M | 0.00% | −16,310−36.6% | Reduced |
| Capital City Trust Co | 25,586 | $917.2K | 0.29% | −1,185−4.4% | Reduced |
| Citigroup Inc | 25,270 | $905.9K | 0.00% | −28,690−53.2% | Reduced |
| Louisiana State Employees Retirement System | 24,800 | $889.1K | 0.02% | +2,400+10.7% | Added |
| Oregon Public Employees Retirement Fund | 24,532 | $879.5K | 0.01% | −367−1.5% | Reduced |
| Creative Planning | 24,491 | $878.0K | 0.00% | +66+0.3% | Added |
| Raymond James & Associates | 24,451 | $876.6K | 0.00% | −222−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 23,830 | $854.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,822 | $854.0K | 0.01% | −672−2.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 23,213 | $832.0K | 0.33% | +23,213 | New |
| American Century Companies Inc | 22,527 | $807.6K | 0.00% | +449+2.0% | Added |
| Kingsview Wealth Management, LLC | 21,988 | $788.3K | 0.03% | +21,988 | New |
| Ritholtz Wealth Management | 21,887 | $784.7K | 0.04% | −15,602−41.6% | Reduced |
| Ameritas Investment Partners, Inc. | 21,235 | $761.3K | 0.03% | −7,374−25.8% | Reduced |
| First Republic Investment Management, Inc. | 21,153 | $758.3K | 0.00% | +10,620+100.8% | Added |
| McMahon Financial Advisors, LLC | 21,150 | $758.2K | 0.24% | +2,400+12.8% | Added |
| State of Michigan Retirement System | 20,976 | $752.0K | 0.00% | −400−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 20,923 | $750.0K | 0.02% | +20,923 | New |
| MorganRosel Wealth Management, LLC | 20,543 | $736.5K | 0.30% | +20,543 | New |
| Ontario Teachers Pension Plan Board | 20,525 | $735.8K | 0.01% | +1,195+6.2% | Added |
| XTX Topco Ltd | 20,038 | $718.4K | 0.13% | +9,825+96.2% | Added |
| Verition Fund Management LLC | 19,834 | $711.0K | 0.01% | +19,834 | New |
| Unison Advisors LLC | 19,211 | $688.7K | 0.08% | +121+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,897 | $677.5K | 0.02% | +142+0.8% | Added |
| Kendall Capital Management | 18,800 | $674.0K | 0.30% | +695+3.8% | Added |
| Martingale Asset Management L P | 18,705 | $670.6K | 0.01% | +18,705 | New |
| Nisa Investment Advisors, LLC | 18,404 | $659.8K | 0.00% | −1,532−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,385 | $659.1K | 0.00% | −450−2.4% | Reduced |
| Handelsbanken Fonder AB | 17,953 | $644.0K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 17,520 | $628.1K | 0.48% | +17,520 | New |
| New Mexico Educational Retirement Board | 17,300 | $620.0K | 0.03% | +2,000+13.1% | Added |
| Fox Run Management, L.L.C. | 17,068 | $611.9K | 0.17% | +17,068 | New |
| Old Mission Capital LLC | 16,582 | $594.5K | 0.02% | +16,582 | New |
| 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 |
| BNP Paribas Arbitrage, SA | 16,398 | $587.9K | 0.00% | −67,496−80.5% | Reduced |
| Affinity Investment Advisors, LLC | 16,095 | $577.0K | 0.33% | +65+0.4% | Added |
| Rodgers Brothers Inc. | 16,025 | $574.5K | 0.10% | +1,350+9.2% | Added |
| ISAM Funds (UK) Ltd | 15,722 | $563.6K | 0.50% | +15,722 | New |
| Tudor Investment Corp Et Al | 15,674 | $561.9K | 0.01% | +15,674 | New |
| Lowe Brockenbrough & Co Inc | 15,166 | $543.7K | 0.04% | −435−2.8% | Reduced |
| Apollon Wealth Management, LLC | 15,052 | $539.6K | 0.03% | +6,608+78.3% | Added |
| Teachers Retirement System of the State of Kentucky | 14,957 | $536.0K | 0.01% | +1,394+10.3% | Added |
| Busey Wealth Management | 14,943 | $535.7K | 0.02% | −1,439−8.8% | Reduced |
| Pacer Advisors, Inc. | 14,900 | $534.2K | 0.00% | +14,900 | New |
| Envestnet Asset Management Inc | 14,900 | $534.2K | 0.00% | +1,950+15.1% | Added |