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 |
|---|---|---|---|---|---|
| US Bancorp | 10,693 | $362.2K | 0.00% | +96+0.9% | Added |
| First National Trust Co | 10,698 | $362.3K | 0.02% | −150−1.4% | Reduced |
| First Hawaiian Bank | 10,770 | $364.8K | 0.01% | −60−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 10,794 | $366.0K | 0.00% | −1,227−10.2% | Reduced |
| Busey Wealth Management | 11,182 | $378.7K | 0.02% | −3,761−25.2% | Reduced |
| Ontario Teachers Pension Plan Board | 11,515 | $390.0K | 0.00% | −9,010−43.9% | Reduced |
| SEI Investments Co | 11,578 | $392.1K | 0.00% | −16−0.1% | Reduced |
| South Dakota Investment Council | 11,896 | $403.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 11,968 | $405.3K | 0.00% | −9,185−43.4% | Reduced |
| DMG Group, LLC | 12,006 | $406.6K | 0.41% | −2,078−14.8% | Reduced |
| Cornercap Investment Counsel Inc | 12,043 | $407.9K | 0.07% | −2,373−16.5% | Reduced |
| Versor Investments LP | 12,105 | $410.0K | 0.08% | +3,883+47.2% | Added |
| Federated Hermes, Inc. | 12,243 | $414.7K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 12,279 | $415.9K | 0.01% | +3,270+36.3% | Added |
| Glenmede Trust Co NA | 12,500 | $423.4K | 0.00% | −15,604−55.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,753 | $431.9K | 0.00% | +1,886+17.4% | Added |
| Tower Research Capital LLC (TRC) | 13,124 | $444.5K | 0.01% | +2,043+18.4% | Added |
| LPL Financial LLC | 13,259 | $449.1K | 0.00% | +1,756+15.3% | Added |
| Cubic Asset Management, LLC | 13,302 | $450.5K | 0.12% | −115−0.9% | Reduced |
| IMA Wealth, Inc. | 13,963 | $472.9K | 0.12% | +123+0.9% | Added |
| Susquehanna International Group, LLP | 14,082 | $477.0K | 0.00% | −330,878−95.9% | Reduced |
| Advisor Group Holdings, Inc. | 14,262 | $483.1K | 0.00% | +1,010+7.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 14,427 | $488.6K | 0.00% | +3,993+38.3% | Added |
| Lowe Brockenbrough & Co Inc | 14,486 | $490.6K | 0.04% | −680−4.5% | Reduced |
| Fox Run Management, L.L.C. | 14,607 | $494.7K | 0.15% | −2,461−14.4% | Reduced |
| Hillsdale Investment Management Inc. | 15,130 | $512.5K | 0.05% | +15,040+16,711.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,870 | $537.5K | 0.00% | +15,870 | New |
| Capstone Investment Advisors, LLC | 16,043 | $543.4K | 0.01% | +16,043 | New |
| Deutsche Bank AG | 16,065 | $544.1K | 0.00% | −179,895−91.8% | Reduced |
| Affinity Investment Advisors, LLC | 16,095 | $545.1K | 0.35% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 16,275 | $551.2K | 0.09% | +250+1.6% | Added |
| Dynamic Technology Lab Private Ltd | 16,590 | $562.0K | 0.06% | −65,465−79.8% | Reduced |
| Citigroup Inc | 16,730 | $566.6K | 0.00% | −8,540−33.8% | Reduced |
| Verition Fund Management LLC | 16,962 | $574.5K | 0.01% | −2,872−14.5% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $586.0K | 0.03% | 00.0% | Unchanged |
| Capital City Trust Co | 17,536 | $593.9K | 0.20% | −8,050−31.5% | Reduced |
| Renaissance Technologies LLC | 17,600 | $596.0K | 0.00% | +17,600 | New |
| 1620 Investment Advisors, Inc. | 17,698 | $599.4K | 0.70% | +17,698 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,878 | $605.5K | 0.01% | −23,227−56.5% | Reduced |
| Handelsbanken Fonder AB | 17,953 | $608.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 18,158 | $615.0K | 0.02% | +18,158 | New |
| Northwestern Mutual Wealth Management Co | 18,251 | $618.1K | 0.00% | −134−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 18,404 | $623.3K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 19,360 | $655.7K | 0.08% | +149+0.8% | Added |
| Van Eck Associates Corp | 19,463 | $659.0K | 0.00% | +6,853+54.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,581 | $663.2K | 0.02% | +684+3.6% | Added |
| Campbell & CO Investment Adviser LLC | 20,002 | $677.5K | 0.08% | +9,213+85.4% | Added |
| Kendall Capital Management | 20,030 | $678.0K | 0.30% | +1,230+6.5% | Added |
| Ameritas Investment Partners, Inc. | 20,164 | $683.0K | 0.03% | −1,071−5.0% | Reduced |
| Envestnet Asset Management Inc | 20,254 | $686.0K | 0.00% | +5,354+35.9% | Added |
| Pearl River Capital, LLC | 20,341 | $689.0K | 0.11% | +8,027+65.2% | Added |
| Neuberger Berman Group LLC | 20,483 | $693.8K | 0.00% | +8,377+69.2% | Added |
| Wedge Capital Management L L P | 20,889 | $707.5K | 0.01% | −24,995−54.5% | Reduced |
| Ritholtz Wealth Management | 20,961 | $710.0K | 0.03% | −926−4.2% | Reduced |
| State of Michigan Retirement System | 21,076 | $713.8K | 0.00% | +100+0.5% | Added |
| McMahon Financial Advisors, LLC | 21,150 | $716.4K | 0.22% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 21,590 | $731.0K | 0.36% | +21,590 | New |
| American Century Companies Inc | 23,096 | $782.3K | 0.00% | +569+2.5% | Added |
| Raymond James & Associates | 23,475 | $795.1K | 0.00% | −976−4.0% | Reduced |
| Ensign Peak Advisors, Inc | 23,830 | $807.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 24,212 | $820.1K | 0.01% | +390+1.6% | Added |
| Oregon Public Employees Retirement Fund | 24,732 | $837.7K | 0.01% | +200+0.8% | Added |
| Cipher Capital LP | 24,941 | $844.8K | 0.60% | +24,941 | New |
| Louisiana State Employees Retirement System | 25,000 | $846.8K | 0.02% | +200+0.8% | Added |
| Walleye Capital LLC | 26,108 | $884.3K | 0.01% | +12,107+86.5% | Added |
| Creative Planning | 27,114 | $918.4K | 0.00% | +2,623+10.7% | Added |
| Nebula Research & Development LLC | 28,554 | $967.1K | 0.51% | +11,034+63.0% | Added |
| Teachers Retirement System of the State of Kentucky | 28,969 | $981.0K | 0.01% | +14,012+93.7% | Added |
| Los Angeles Capital Management LLC | 29,022 | $983.0K | 0.00% | −9,809−25.3% | Reduced |
| Price T Rowe Associates Inc | 29,300 | $993.0K | 0.00% | +1,100+3.9% | Added |
| Pacitti Group Inc. | 29,898 | $1.01M | 0.71% | +42+0.1% | Added |
| Canada Pension Plan Investment Board | 30,000 | $1.02M | 0.00% | +30,000 | New |
| Baird Financial Group, Inc. | 30,006 | $1.02M | 0.00% | +1,560+5.5% | Added |
| Staley Capital Advisers Inc | 30,017 | $1.02M | 0.06% | 00.0% | Unchanged |
| Victory Capital Management Inc | 30,489 | $1.03M | 0.00% | −473,937−94.0% | Reduced |
| Gsa Capital Partners LLP | 31,191 | $1.06M | 0.09% | +21,548+223.5% | Added |
| Texas Yale Capital Corp. | 32,829 | $1.11M | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 33,800 | $1.15M | 0.05% | −11,100−24.7% | Reduced |
| Legato Capital Management LLC | 34,788 | $1.18M | 0.17% | +18,355+111.7% | Added |
| Dean Capital Management | 34,788 | $1.18M | 0.88% | +18,355+111.7% | Added |
| HSBC Holdings PLC | 34,922 | $1.19M | 0.00% | +26,382+308.9% | Added |
| Ruffer LLP | 35,000 | $1.20M | 0.07% | −200,000−85.1% | Reduced |
| Seven Eight Capital, LP | 35,892 | $1.22M | 0.14% | +35,892 | New |
| Sciencast Management LP | 36,395 | $1.23M | 0.56% | +36,395 | New |
| Comerica Bank | 36,842 | $1.25M | 0.01% | +30,868+516.7% | Added |
| CWA Asset Management Group, LLC | 37,631 | $1.27M | 0.09% | −289−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 38,030 | $1.29M | 0.02% | −21,416−36.0% | Reduced |
| State of Tennessee, Treasury Department | 38,400 | $1.30M | 0.01% | −9,025−19.0% | Reduced |
| Edgestream Partners, L.P. | 38,857 | $1.32M | 0.10% | −3,738−8.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,957 | $1.32M | 0.16% | −21−0.1% | Reduced |
| Jump Financial, LLC | 39,174 | $1.33M | 0.05% | +24,403+165.2% | Added |
| State Board of Administration of Florida Retirement System | 39,193 | $1.33M | 0.00% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 39,324 | $1.33M | 0.74% | +944+2.5% | Added |
| Jane Street Group, LLC | 39,541 | $1.34M | 0.00% | −471,532−92.3% | Reduced |
| Janus Henderson Group PLC | 39,572 | $1.34M | 0.00% | +40.0% | Added |
| Yousif Capital Management, LLC | 40,049 | $1.36M | 0.02% | −805−2.0% | Reduced |
| Palisade Asset Management, LLC | 41,040 | $1.39M | 0.17% | 00.0% | Unchanged |
| Wells Fargo & Company | 41,656 | $1.41M | 0.00% | −12,414−23.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 41,671 | $1.41M | 0.03% | −4,832−10.4% | Reduced |
| Qube Research & Technologies Ltd | 42,058 | $1.42M | 0.00% | −336,479−88.9% | Reduced |