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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 14,771 | $529.5K | 0.02% | +14,771 | New |
| Cornercap Investment Counsel Inc | 14,416 | $516.8K | 0.09% | +14,416 | New |
| DMG Group, LLC | 14,084 | $504.9K | 0.50% | +2,209+18.6% | Added |
| Walleye Capital LLC | 14,001 | $501.9K | 0.01% | −6,828−32.8% | Reduced |
| IMA Wealth, Inc. | 13,840 | $496.2K | 0.13% | +171+1.3% | Added |
| Cubic Asset Management, LLC | 13,417 | $481.0K | 0.13% | 00.0% | Unchanged |
| CenterBook Partners LP | 13,326 | $477.7K | 0.06% | +13,326 | New |
| Advisor Group Holdings, Inc. | 13,252 | $474.3K | 0.00% | −832−5.9% | Reduced |
| Van Eck Associates Corp | 12,610 | $452.0K | 0.00% | +896+7.6% | Added |
| State of Wyoming | 12,555 | $450.1K | 0.13% | −94−0.7% | Reduced |
| Pearl River Capital, LLC | 12,314 | $441.5K | 0.07% | +12,314 | New |
| Federated Hermes, Inc. | 12,243 | $438.9K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,106 | $434.0K | 0.00% | −1,429−10.6% | Reduced |
| Public Employees Retirement Association of Colorado | 12,021 | $431.0K | 0.00% | −1,086−8.3% | Reduced |
| South Dakota Investment Council | 11,896 | $426.0K | 0.01% | −869−6.8% | Reduced |
| Teza Capital Management LLC | 11,769 | $421.9K | 0.07% | +11,769 | New |
| SEI Investments Co | 11,594 | $415.6K | 0.00% | −2,547−18.0% | Reduced |
| Point72 Asset Management, L.P. | 11,505 | $412.5K | 0.00% | −534,884−97.9% | Reduced |
| LPL Financial LLC | 11,503 | $412.4K | 0.00% | +754+7.0% | Added |
| Tower Research Capital LLC (TRC) | 11,081 | $397.3K | 0.01% | +8,741+373.5% | Added |
| National Bank of Canada | 11,054 | $396.1K | 0.00% | −866−7.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,867 | $389.6K | 0.00% | +842+8.4% | Added |
| First National Trust Co | 10,848 | $388.9K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 10,830 | $388.3K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,789 | $386.8K | 0.07% | +10,789 | New |
| US Bancorp | 10,597 | $379.9K | 0.00% | −315−2.9% | Reduced |
| State of Alaska, Department of Revenue | 10,541 | $377.0K | 0.00% | −1,103−9.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 10,434 | $374.1K | 0.00% | +9,393+902.3% | Added |
| Wealthcare Advisory Partners LLC | 10,425 | $373.7K | 0.02% | +10.0% | Added |
| New York Life Investment Management LLC | 10,277 | $368.4K | 0.00% | −1,486−12.6% | Reduced |
| Gsa Capital Partners LLP | 9,643 | $346.0K | 0.03% | +9,643 | New |
| Virtu Financial LLC | 9,574 | $343.0K | 0.03% | +9,574 | New |
| Pictet Asset Management SA | 9,537 | $341.9K | 0.00% | −1,010−9.6% | Reduced |
| Mackenzie Financial Corp | 9,431 | $341.6K | 0.00% | −3,701−28.2% | Reduced |
| Whitener Capital Management, Inc. | 9,120 | $327.0K | 0.13% | −515−5.3% | Reduced |
| Asset Management One Co.,Ltd. | 9,081 | $325.6K | 0.00% | +9,081 | New |
| JustInvest LLC | 9,009 | $323.0K | 0.01% | −361−3.9% | Reduced |
| Cim Investment Mangement Inc | 8,839 | $316.9K | 0.11% | −4,418−33.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,625 | $309.2K | 0.00% | +8,625 | New |
| HSBC Holdings PLC | 8,540 | $307.0K | 0.00% | +8,540 | New |
| Caxton Associates LP | 8,377 | $300.3K | 0.04% | +8,377 | New |
| Versor Investments LP | 8,222 | $294.8K | 0.05% | +8,222 | New |
| IMS Capital Management | 8,132 | $291.5K | 0.16% | +16+0.2% | Added |
| Vise Technologies, Inc. | 7,801 | $279.7K | 0.07% | −2,441−23.8% | Reduced |
| Virtus Investment Advisers, Inc. | 7,549 | $270.6K | 0.18% | 00.0% | Unchanged |
| 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 |
| Xponance, Inc. | 7,412 | $265.7K | 0.00% | −5,841−44.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 7,300 | $261.7K | 0.33% | +7,300 | New |
| Raymond James Financial Services Advisors, Inc. | 7,285 | $261.2K | 0.00% | +303+4.3% | Added |
| Keebeck Alpha, LP | 7,273 | $260.7K | 0.26% | −641−8.1% | Reduced |
| Stratos Wealth Advisors, LLC | 7,100 | $254.5K | 0.02% | +7,100 | New |
| Northwest Investment Counselors, LLC | 7,030 | $252.0K | 0.07% | −3,690−34.4% | Reduced |
| Laffer Tengler Investments | 6,862 | $246.0K | 0.07% | +23+0.3% | Added |
| Aigen Investment Management, LP | 6,803 | $243.9K | 0.04% | +6,803 | New |
| DGS Capital Management, LLC | 6,720 | $240.9K | 0.12% | +1,733+34.8% | Added |
| State of Wisconsin Investment Board | 6,705 | $240.4K | 0.00% | −3,943−37.0% | Reduced |
| EMC Capital Management | 21,140 | $238.0K | 0.48% | +15,836+298.6% | Added |
| MQS Management LLC | 6,298 | $225.8K | 0.15% | +6,298 | New |
| Mariner, LLC | 6,168 | $221.1K | 0.00% | −52−0.8% | Reduced |
| Voloridge Investment Management, LLC | 6,143 | $220.2K | 0.00% | +934+17.9% | Added |
| Gabelli Funds LLC | 6,000 | $215.1K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 6,351 | $215.0K | 0.00% | −578−8.3% | Reduced |
| Gotham Asset Management, LLC | 5,934 | $212.7K | 0.00% | −3,566−37.5% | Reduced |
| Petrus Trust Company, LTA | 5,872 | $210.5K | 0.02% | +5,872 | New |
| Prudential Financial Inc | 5,618 | $201.4K | 0.00% | −49,217−89.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,300 | $154.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 3,837 | $137.6K | 0.10% | +12+0.3% | Added |
| Headlands Technologies LLC | 3,775 | $135.3K | 0.04% | +3,775 | New |
| SG Americas Securities, LLC | 3,363 | $121.0K | 0.00% | −23,625−87.5% | Reduced |
| JJJ Advisors Inc. | 3,238 | $116.1K | 0.03% | +259+8.7% | Added |
| City State Bank | 2,396 | $86.0K | 0.05% | −213−8.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,122 | $76.1K | 0.01% | +20+1.0% | Added |
| Central Trust Co | 1,520 | $54.5K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,409 | $50.5K | 0.00% | +1,409 | New |
| Ronald Blue Trust, Inc. | 1,027 | $41.0K | 0.00% | −3,619−77.9% | Reduced |
| Umb Bank N A | 1,140 | $40.9K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,054 | $37.8K | 0.27% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,034 | $37.1K | 0.00% | +1,034 | New |
| TD Private Client Wealth LLC | 1,022 | $36.6K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 940 | $33.7K | 0.00% | −9,766−91.2% | Reduced |
| Gladius Capital Management LP | 924 | $33.1K | 0.02% | −183−16.5% | Reduced |
| S.A. Mason LLC | 813 | $32.6K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 893 | $32.0K | 0.00% | +893 | New |
| Lazard Asset Management LLC | 899 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 862 | $30.9K | 0.00% | −3,345−79.5% | Reduced |
| Quarry LP | 806 | $28.9K | 0.02% | +806 | New |
| Global Retirement Partners, LLC | 747 | $26.8K | 0.00% | −20−2.6% | Reduced |
| Simplex Trading, LLC | 691 | $24.0K | 0.00% | −30,841−97.8% | Reduced |
| New York State Common Retirement Fund | 664 | $23.8K | 0.00% | −44,282−98.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 615 | $22.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 510 | $18.3K | 0.00% | +4+0.8% | Added |
| Signaturefd, LLC | 491 | $17.6K | 0.00% | −76−13.4% | Reduced |
| Richard W. Paul & Associates, LLC | 469 | $16.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 643 | $15.7K | 0.00% | +643 | New |
| WFA of San Diego, LLC | 435 | $15.6K | 0.02% | +435 | New |
| Contravisory Investment Management, Inc. | 425 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 399 | $14.3K | 0.00% | +56+16.3% | Added |
| Kelly Financial Services LLC | 321 | $11.5K | 0.01% | 00.0% | Unchanged |