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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 14 | $0 | 0.00% | −171,970−100.0% | Reduced |
| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| Tfo-TDC, LLC | 6 | $215 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $237 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $906 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 27 | $914 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $915 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $949 | 0.00% | −6−17.6% | Reduced |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $1.32K | 0.00% | −4−9.3% | Reduced |
| Glassman Wealth Services | 43 | $1.46K | 0.00% | −7−14.0% | Reduced |
| Geneos Wealth Management Inc. | 50 | $1.69K | 0.00% | +50 | New |
| Allworth Financial LP | 52 | $1.76K | 0.00% | +48+1,200.0% | Added |
| Bell Investment Advisors, Inc | 58 | $1.97K | 0.00% | −16−21.6% | Reduced |
| Steward Financial Group LLC | 72 | $2.00K | 0.00% | +72 | New |
| Prestige Wealth Management Group LLC | 66 | $2.24K | 0.00% | +66 | New |
| Assetmark, Inc | 74 | $2.51K | 0.00% | +74 | New |
| LGT Financial Advisors LLC | 74 | $2.51K | 0.00% | +74 | New |
| Toronto Dominion Bank | 91 | $3.08K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 97 | $3.29K | 0.00% | −32−24.8% | Reduced |
| JFS Wealth Advisors, LLC | 98 | $3.32K | 0.00% | −10−9.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $3.39K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $3.62K | 0.00% | −14−11.6% | Reduced |
| Rosenberg Matthew Hamilton | 139 | $4.71K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $4.74K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 135 | $5.00K | 0.00% | −100−42.6% | Reduced |
| Optimum Investment Advisors | 153 | $5.17K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 159 | $5.38K | 0.00% | −8−4.8% | Reduced |
| Parkside Financial Bank & Trust | 161 | $5.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $5.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 203 | $6.88K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 214 | $7.00K | 0.01% | +2+0.9% | Added |
| Bessemer Group Inc | 205 | $7.00K | 0.00% | +139+210.6% | Added |
| Neo Ivy Capital Management | 192 | $7.00K | 0.00% | +192 | New |
| NBC Securities, Inc. | 285 | $9.00K | 0.00% | +285 | New |
| Kelly Financial Services LLC | 321 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 329 | $11.1K | 0.00% | −70−17.5% | Reduced |
| IFP Advisors, Inc | 405 | $13.7K | 0.00% | −238−37.0% | Reduced |
| Fifth Third Bancorp | 432 | $14.6K | 0.00% | +190+78.5% | Added |
| WFA of San Diego, LLC | 435 | $14.7K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 514 | $17.4K | 0.00% | +4+0.8% | Added |
| Global Retirement Partners, LLC | 533 | $17.6K | 0.00% | −214−28.6% | Reduced |
| Simplex Trading, LLC | 599 | $20.0K | 0.00% | −92−13.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 615 | $21.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 675 | $22.9K | 0.00% | −265−28.2% | Reduced |
| S.A. Mason LLC | 822 | $27.8K | 0.02% | +9+1.1% | Added |
| Signaturefd, LLC | 834 | $28.2K | 0.00% | +343+69.9% | Added |
| Lazard Asset Management LLC | 899 | $30.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 889 | $30.1K | 0.01% | −2,886−76.5% | Reduced |
| TD Private Client Wealth LLC | 1,022 | $34.6K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,054 | $35.7K | 0.25% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,067 | $36.1K | 0.01% | +143+15.5% | Added |
| KBC Group NV | 1,098 | $37.0K | 0.00% | +1,098 | New |
| Quadrant Capital Group LLC | 1,110 | $37.6K | 0.00% | +977+734.6% | Added |
| Umb Bank N A | 1,140 | $38.6K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,248 | $42.3K | 0.00% | +1,248 | New |
| Central Trust Co | 1,520 | $51.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,773 | $60.1K | 0.00% | +1,458+462.9% | Added |
| EverSource Wealth Advisors, LLC | 2,164 | $73.3K | 0.01% | +42+2.0% | Added |
| City State Bank | 2,321 | $79.0K | 0.04% | −75−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,201 | $79.0K | 0.00% | +1,174+114.3% | Added |
| JJJ Advisors Inc. | 3,715 | $125.8K | 0.03% | +477+14.7% | Added |
| Cullen/Frost Bankers, Inc. | 4,300 | $145.6K | 0.00% | 00.0% | Unchanged |
| Gillson Capital LP | 4,298 | $146.0K | 0.01% | +4,298 | New |
| Cubist Systematic Strategies, LLC | 4,375 | $148.2K | 0.00% | −535,301−99.2% | Reduced |
| Westpac Banking Corp | 5,100 | $172.7K | 0.01% | +5,100 | New |
| EMC Capital Management | 5,304 | $180.0K | 0.13% | −15,836−74.9% | Reduced |
| Cape Investment Advisory, Inc. | 5,900 | $199.8K | 0.11% | +5,900 | New |
| ISAM Funds (UK) Ltd | 6,184 | $209.5K | 0.13% | −9,538−60.7% | Reduced |
| Diversified Trust Co | 6,209 | $210.3K | 0.01% | −24,426−79.7% | Reduced |
| Crossmark Global Holdings, Inc. | 6,351 | $217.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,450 | $218.5K | 0.05% | −6,105−48.6% | Reduced |
| HRT Financial LP | 6,502 | $220.0K | 0.00% | −86,761−93.0% | Reduced |
| Eqis Capital Management, Inc. | 6,497 | $220.1K | 0.03% | +6,497 | New |
| Gabelli Funds LLC | 7,000 | $237.1K | 0.00% | +1,000+16.7% | Added |
| Russell Investments Group, Ltd. | 7,075 | $239.6K | 0.00% | −75,541−91.4% | Reduced |
| Stratos Wealth Advisors, LLC | 7,100 | $240.5K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 7,198 | $243.8K | 0.03% | +7,198 | New |
| Pathstone Family Office, LLC | 7,383 | $250.1K | 0.00% | +7,383 | New |
| Securian Asset Management, Inc | 7,432 | $251.7K | 0.01% | −100−1.3% | Reduced |
| Xponance, Inc. | 7,433 | $251.8K | 0.00% | +21+0.3% | Added |
| Virtus Investment Advisers, Inc. | 7,549 | $255.7K | 0.17% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,572 | $256.5K | 0.00% | +287+3.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,836 | $265.4K | 0.03% | −64,769−89.2% | Reduced |
| IMS Capital Management | 8,149 | $276.0K | 0.16% | +17+0.2% | Added |
| Vident Advisory, LLC | 8,220 | $278.4K | 0.01% | +8,220 | New |
| Vise Technologies, Inc. | 8,456 | $286.4K | 0.07% | +655+8.4% | Added |
| Bank of Montreal | 8,221 | $286.7K | 0.00% | −170,895−95.4% | Reduced |
| DGS Capital Management, LLC | 8,674 | $293.8K | 0.14% | +1,954+29.1% | Added |
| Cim Investment Mangement Inc | 8,839 | $299.4K | 0.11% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,870 | $300.4K | 0.00% | −1,407−13.7% | Reduced |
| Whitener Capital Management, Inc. | 9,450 | $320.1K | 0.13% | +330+3.6% | Added |
| Pictet Asset Management Holding SA | 9,537 | $323.0K | 0.00% | +9,537 | New |
| State of Wisconsin Investment Board | 9,612 | $325.6K | 0.00% | +2,907+43.4% | Added |
| Pacer Advisors, Inc. | 10,119 | $342.7K | 0.00% | −4,781−32.1% | Reduced |
| BNP Paribas Arbitrage, SA | 10,232 | $346.6K | 0.00% | −6,166−37.6% | Reduced |
| Quantbot Technologies LP | 10,233 | $346.6K | 0.02% | +9,340+1,045.9% | Added |
| Wealthcare Advisory Partners LLC | 10,424 | $353.1K | 0.02% | −10.0% | Reduced |
| National Bank of Canada | 10,865 | $357.0K | 0.00% | −189−1.7% | Reduced |
| State of Alaska, Department of Revenue | 10,571 | $358.0K | 0.00% | +30+0.3% | Added |