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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Federated Hermes, Inc. as of Sep 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
- 309
- −28 vs. Q2 2023
- Shares held
- 66.1M
- −1.71M (−2.5%) vs. Q2 2023
- Total value
- $2.24B
- −$187.6M (−7.7%) vs. Q2 2023
- New holders
- 34
- 113 more added
- Sold out
- 62
- 115 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 390 | $3.67B |
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,568,361 | $290.2M | 0.01% | +68,974+0.8% | Added |
| BlackRock Inc. | 8,205,825 | $277.9M | 0.01% | +291,781+3.7% | Added |
| FMR LLC | 5,033,058 | $170.5M | 0.01% | +562,232+12.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,172,520 | $107.5M | 24.89% | +27,321+0.9% | Added |
| Invesco Ltd. | 2,919,998 | $98.9M | 0.03% | −24,549−0.8% | Reduced |
| Dimensional Fund Advisors LP | 2,360,200 | $79.9M | 0.03% | +49,391+2.1% | Added |
| Great West Life Assurance Co | 1,953,407 | $66.1M | 0.16% | +8,066+0.4% | Added |
| Citadel Advisors LLC | 1,844,262 | $62.5M | 0.07% | −377,974−17.0% | Reduced |
| State Street Corp | 1,795,577 | $60.8M | 0.00% | +157,321+9.6% | Added |
| Millennium Management LLC | 1,424,656 | $48.3M | 0.05% | −261,851−15.5% | Reduced |
| Bank of New York Mellon Corp | 1,391,109 | $47.1M | 0.01% | −17,636−1.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,229,018 | $41.6M | 0.24% | −4,883−0.4% | Reduced |
| Thrivent Financial for Lutherans | 1,226,525 | $41.5M | 0.10% | −48,527−3.8% | Reduced |
| Wellington Management Group LLP | 1,139,694 | $38.6M | 0.01% | +533,083+87.9% | Added |
| Geode Capital Management, LLC | 1,073,801 | $36.4M | 0.00% | +65,191+6.5% | Added |
| Morgan Stanley | 1,050,508 | $35.6M | 0.00% | −4330.0% | Reduced |
| Goldman Sachs Group Inc | 849,022 | $28.8M | 0.01% | +140,233+19.8% | Added |
| Balyasny Asset Management LLC | 827,258 | $28.0M | 0.08% | +827,258 | New |
| AQR Capital Management LLC | 801,443 | $27.1M | 0.06% | +518,715+183.5% | Added |
| Burgundy Asset Management Ltd. | 657,858 | $22.3M | 0.27% | +13,489+2.1% | Added |
| Two Sigma Investments, LP | 609,197 | $20.6M | 0.06% | +112,909+22.8% | Added |
| Commonwealth Equity Services, LLC | 566,517 | $19.2M | 0.04% | +1100.0% | Added |
| Northern Trust Corp | 565,801 | $19.2M | 0.00% | −5,734−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 478,094 | $16.2M | 0.15% | +332,528+228.4% | Added |
| Charles Schwab Investment Management Inc | 477,712 | $16.2M | 0.00% | +36,280+8.2% | Added |
| HighTower Advisors, LLC | 454,785 | $15.4M | 0.03% | +7,063+1.6% | Added |
| Point72 Asset Management, L.P. | 439,460 | $14.9M | 0.05% | +427,955+3,719.7% | Added |
| Foundation Resource Management Inc | 408,097 | $13.8M | 2.29% | −1,624−0.4% | Reduced |
| Schroder Investment Management Group | 391,508 | $13.3M | 0.02% | −291,360−42.7% | Reduced |
| Alliancebernstein L.P. | 374,366 | $12.7M | 0.01% | +54,944+17.2% | Added |
| Bank of America Corp | 351,415 | $11.9M | 0.00% | +4,103+1.2% | Added |
| Principal Financial Group Inc | 351,229 | $11.9M | 0.01% | +17,262+5.2% | Added |
| Royce & Associates LP | 336,000 | $11.4M | 0.12% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 333,700 | $11.3M | 0.03% | +91,100+37.6% | Added |
| D. E. Shaw & Co., Inc. | 331,765 | $11.2M | 0.02% | +1,306+0.4% | Added |
| JPMorgan Chase & Co | 327,967 | $11.1M | 0.00% | −21,206−6.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 313,315 | $10.6M | 0.26% | +204,901+189.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 311,040 | $10.5M | 0.04% | +31,160+11.1% | Added |
| Arrowstreet Capital, Limited Partnership | 306,908 | $10.4M | 0.01% | −348,741−53.2% | Reduced |
| Sprott Inc. | 285,000 | $9.65M | 0.87% | 00.0% | Unchanged |
| Ledyard National Bank | 283,808 | $9.61M | 1.09% | −950.0% | Reduced |
| Azora Capital LP | 279,403 | $9.46M | 1.04% | +279,403 | New |
| Algebris (UK) Ltd | 270,600 | $9.18M | 4.69% | +270,600 | New |
| Jupiter Asset Management Ltd | 241,837 | $8.19M | 0.09% | −443,910−64.7% | Reduced |
| Cambria Investment Management, L.P. | 236,182 | $8.00M | 0.65% | +18,438+8.5% | Added |
| Prospector Partners LLC | 235,616 | $7.98M | 1.12% | +600+0.3% | Added |
| Interval Partners, LP | 234,289 | $7.94M | 0.33% | +150,290+178.9% | Added |
| Picton Mahoney Asset Management | 227,905 | $7.72M | 0.36% | +82,875+57.1% | Added |
| Country Club Bank | 217,618 | $7.45M | 0.61% | −316−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 211,017 | $7.15M | 0.00% | −26,617−11.2% | Reduced |
| Algert Global LLC | 207,723 | $7.04M | 0.33% | +149,037+254.0% | Added |
| Swiss National Bank | 186,917 | $6.33M | 0.00% | +2,300+1.2% | Added |
| Inlet Private Wealth, LLC | 173,600 | $5.88M | 1.93% | −1,300−0.7% | Reduced |
| Bridgewater Associates, LP | 166,963 | $5.66M | 0.03% | +65,767+65.0% | Added |
| Murphy Pohlad Asset Management LLC | 165,291 | $5.60M | 2.45% | −3,500−2.1% | Reduced |
| Rhumbline Advisers | 162,578 | $5.51M | 0.01% | +3,192+2.0% | Added |
| Norges Bank | 153,200 | $5.19M | 0.00% | +99,466+185.1% | Added |
| Credit Suisse AG | 152,547 | $5.17M | 0.01% | −8,962−5.5% | Reduced |
| Man Group plc | – | $5.16M | 0.02% | – | – |
| Vestcor Inc | 151,175 | $5.12M | 0.19% | −549−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 148,530 | $5.03M | 0.06% | −86,686−36.9% | Reduced |
| Ameriprise Financial Inc | 142,334 | $4.82M | 0.00% | +5,860+4.3% | Added |
| Hourglass Capital, LLC | 140,384 | $4.75M | 1.68% | +36,000+34.5% | Added |
| New York State Teachers Retirement System | 137,522 | $4.66M | 0.01% | −9,689−6.6% | Reduced |
| American International Group, Inc. | 123,641 | $4.19M | 0.03% | −3,860−3.0% | Reduced |
| Legal & General Group Plc | 123,052 | $4.17M | 0.00% | +6,131+5.2% | Added |
| BancorpSouth Bank | 122,834 | $4.16M | 0.37% | −101−0.1% | Reduced |
| Retirement Systems of Alabama | 110,234 | $3.73M | 0.02% | +650+0.6% | Added |
| Alpha Omega Wealth Management LLC | 108,506 | $3.68M | 0.63% | −908−0.8% | Reduced |
| UBS Asset Management Americas Inc | 106,315 | $3.60M | 0.00% | −6,288−5.6% | Reduced |
| Voloridge Investment Management, LLC | 104,832 | $3.55M | 0.02% | +98,689+1,606.5% | Added |
| Maltese Capital Management LLC | 103,500 | $3.51M | 1.33% | −5,200−4.8% | Reduced |
| First Trust Advisors LP | 103,439 | $3.50M | 0.00% | +42,190+68.9% | Added |
| Graham Capital Management, L.P. | 99,425 | $3.37M | 0.10% | +35,032+54.4% | Added |
| Panagora Asset Management Inc | 99,143 | $3.36M | 0.02% | −282,413−74.0% | Reduced |
| Allianz Asset Management GmbH | 98,702 | $3.34M | 0.01% | +23,976+32.1% | Added |
| Knights of Columbus Asset Advisors LLC | 92,866 | $3.15M | 0.29% | +1,483+1.6% | Added |
| Gamco Investors, Inc. Et Al | 90,900 | $3.08M | 0.04% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 86,889 | $2.94M | 0.48% | +45,602+110.5% | Added |
| Continental Advisors LLC | 86,542 | $2.93M | 2.65% | +46,662+117.0% | Added |
| LSV Asset Management | 83,700 | $2.83M | 0.01% | −8,400−9.1% | Reduced |
| California State Teachers Retirement System | 75,192 | $2.55M | 0.00% | +563+0.8% | Added |
| Texas Permanent School Fund | 74,980 | $2.54M | 0.02% | +108+0.1% | Added |
| Alps Advisors Inc | 71,393 | $2.42M | 0.02% | +71,393 | New |
| S&T Bank | 70,962 | $2.40M | 0.46% | −96−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 69,585 | $2.36M | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 68,700 | $2.33M | 0.43% | +35,800+108.8% | Added |
| UBS Group AG | 64,802 | $2.19M | 0.00% | −189,924−74.6% | Reduced |
| Trexquant Investment LP | 62,550 | $2.12M | 0.05% | −47,987−43.4% | Reduced |
| Prana Capital Management, LP | 61,817 | $2.09M | 0.14% | +14,137+29.6% | Added |
| Moran Wealth Management, LLC | 60,657 | $2.05M | 0.08% | +1,590+2.7% | Added |
| Truist Financial Corp | 58,683 | $1.99M | 0.00% | −804−1.4% | Reduced |
| Mutual of America Capital Management LLC | 57,440 | $1.95M | 0.02% | −4,581−7.4% | Reduced |
| CSM Advisors, LLC | 55,235 | $1.87M | 0.16% | 00.0% | Unchanged |
| Crestline Management, LP | 55,000 | $1.86M | 0.22% | +55,000 | New |
| Marshall Wace, LLP | 53,700 | $1.82M | 0.00% | −134,546−71.5% | Reduced |
| Engineers Gate Manager LP | 51,483 | $1.74M | 0.06% | −36,358−41.4% | Reduced |
| Radnor Capital Management, LLC | 50,935 | $1.73M | 0.34% | +50,935 | New |
| Cinctive Capital Management LP | 50,561 | $1.71M | 0.09% | −70,603−58.3% | Reduced |
| Congress Asset Management Co | 49,506 | $1.68M | 0.01% | +69+0.1% | Added |