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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.

Q3 2023 vs. Q2 2023

How the institutions holding Federated Hermes, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of FHI: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3392309−28
Shares67.8M9.58K66.1M−1.71M (−2.5%)
Value$2.43B$343.5K$2.24B−$187.6M (−7.7%)

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Federated Hermes, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to FHI in Q3 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC827,258$28.0M0.08%
Azora Capital LP279,403$9.46M1.04%
Algebris (UK) Ltd270,600$9.18M4.69%
Alps Advisors Inc71,393$2.42M0.02%
Crestline Management, LP55,000$1.86M0.22%
Radnor Capital Management, LLC50,935$1.73M0.34%
Sciencast Management LP36,395$1.23M0.56%
Seven Eight Capital, LP35,892$1.22M0.14%
Canada Pension Plan Investment Board30,000$1.02M0.00%
Cipher Capital LP24,941$844.8K0.60%
Chase Investment Counsel Corp21,590$731.0K0.36%
Exchange Traded Concepts, LLC18,158$615.0K0.02%
1620 Investment Advisors, Inc.17,698$599.4K0.70%
Renaissance Technologies LLC17,600$596.0K0.00%
Capstone Investment Advisors, LLC16,043$543.4K0.01%
Connor, Clark & Lunn Investment Management Ltd.15,870$537.5K0.00%
Pictet Asset Management Holding SA9,537$323.0K0.00%
Vident Advisory, LLC8,220$278.4K0.01%
Pathstone Family Office, LLC7,383$250.1K0.00%
James Investment Research Inc7,198$243.8K0.03%
Eqis Capital Management, Inc.6,497$220.1K0.03%
Cape Investment Advisory, Inc.5,900$199.8K0.11%
Westpac Banking Corp5,100$172.7K0.01%
Gillson Capital LP4,298$146.0K0.01%
First Manhattan Co1,248$42.3K0.00%
KBC Group NV1,098$37.0K0.00%
NBC Securities, Inc.285$9.00K0.00%
Neo Ivy Capital Management192$7.00K0.00%
Assetmark, Inc74$2.51K0.00%
LGT Financial Advisors LLC74$2.51K0.00%
Prestige Wealth Management Group LLC66$2.24K0.00%
Steward Financial Group LLC72$2.00K0.00%
Geneos Wealth Management Inc.50$1.69K0.00%
Avion Wealth16$00.00%

Sold out (62)

Institutions that held Federated Hermes, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of FHI in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Ergoteles LLC277,818$9.96M
Twinbeech Capital LP181,061$6.49M
Nuveen Asset Management, LLC130,390$4.67M
Alyeska Investment Group, L.P.126,756$4.54M
Stifel Financial Corp106,662$3.82M
Vident Investment Advisory, LLC89,084$3.19M
HST Ventures, LLC76,482$2.74M
Fortis Advisors, LLC76,314$2.74M
Mirabella Financial Services LLP76,007$2.72M
Virginia Retirement Systems Et Al68,500$2.46M
Duality Advisers, LP61,204$2.19M
Point72 Middle East FZE45,407$1.63M
Laurion Capital Management LP43,091$1.54M
Symmetry Investments LP40,812$1.46M
Aviva PLC38,158$1.37M
APG Asset Management N.V.36,700$1.21M
Magnetar Financial LLC33,315$1.19M
Healthcare of Ontario Pension Plan Trust Fund32,100$1.15M
Jackson Creek Investment Advisors LLC23,213$832.0K
Kingsview Wealth Management, LLC21,988$788.3K
BI Asset Management Fondsmaeglerselskab A/S20,923$750.0K
MorganRosel Wealth Management, LLC20,543$736.5K
XTX Topco Ltd20,038$718.4K
Martingale Asset Management L P18,705$670.6K
Old Mission Capital LLC16,582$594.5K
Tudor Investment Corp Et Al15,674$561.9K
Apollon Wealth Management, LLC15,052$539.6K
CenterBook Partners LP13,326$477.7K
Teza Capital Management LLC11,769$421.9K
Virtu Financial LLC9,574$343.0K
Mackenzie Financial Corp9,431$341.6K
Asset Management One Co.,Ltd.9,081$325.6K
Grantham, Mayo, Van Otterloo & Co. LLC8,625$309.2K
Caxton Associates LP8,377$300.3K
Prelude Capital Management, LLC7,532$270.0K
CTC Alternative Strategies, Ltd.7,300$261.7K
Keebeck Alpha, LP7,273$260.7K
Northwest Investment Counselors, LLC7,030$252.0K
Laffer Tengler Investments6,862$246.0K
Aigen Investment Management, LP6,803$243.9K
MQS Management LLC6,298$225.8K
Mariner, LLC6,168$221.1K
Gotham Asset Management, LLC5,934$212.7K
Petrus Trust Company, LTA5,872$210.5K
Prudential Financial Inc5,618$201.4K
C M Bidwell & Associates Ltd3,837$137.6K
SG Americas Securities, LLC3,363$121.0K
Itau Unibanco Holding S.A.1,409$50.5K
Pinebridge Investments, L.P.1,034$37.1K
WealthPLAN Partners, LLC1,000$35.9K
Allspring Global Investments Holdings, LLC862$30.9K
Quarry LP806$28.9K
New York State Common Retirement Fund664$23.8K
Richard W. Paul & Associates, LLC469$16.8K
Contravisory Investment Management, Inc.425$15.2K
West Tower Group, LLC103$3.69K
Sofos Investments, Inc.36$1.28K
Disciplined Investments, LLC27$968
Versant Capital Management, Inc17$609
Ridgewood Investments LLC16$574
Proequities, Inc.14$501
USA Financial Portformulas Corp2$72

Not filed for Q3 2023 yet (2)

Institutions that held Federated Hermes, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FHI in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA9,537$341.9K
First Capital Advisors Group, LLC.44$1.58K