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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 42,657 | $1.45M | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 43,400 | $1.47M | 0.28% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 44,671 | $1.51M | 0.01% | −10,733−19.4% | Reduced |
| Royal Bank of Canada | 46,228 | $1.56M | 0.00% | −1,942−4.0% | Reduced |
| Squarepoint Ops LLC | 47,129 | $1.60M | 0.01% | −101,951−68.4% | Reduced |
| The PNC Financial Services Group, Inc. | 47,878 | $1.62M | 0.00% | −4,716−9.0% | Reduced |
| MetLife Investment Management | 48,845 | $1.65M | 0.01% | −430−0.9% | Reduced |
| Clark Capital Management Group, Inc. | 48,879 | $1.66M | 0.02% | −249,287−83.6% | Reduced |
| Janney Montgomery Scott LLC | 49,235 | $1.67M | 0.01% | −1,027−2.0% | Reduced |
| Congress Asset Management Co | 49,506 | $1.68M | 0.01% | +69+0.1% | Added |
| Cinctive Capital Management LP | 50,561 | $1.71M | 0.09% | −70,603−58.3% | Reduced |
| Radnor Capital Management, LLC | 50,935 | $1.73M | 0.34% | +50,935 | New |
| Engineers Gate Manager LP | 51,483 | $1.74M | 0.06% | −36,358−41.4% | Reduced |
| Marshall Wace, LLP | 53,700 | $1.82M | 0.00% | −134,546−71.5% | Reduced |
| Crestline Management, LP | 55,000 | $1.86M | 0.22% | +55,000 | New |
| CSM Advisors, LLC | 55,235 | $1.87M | 0.16% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 57,440 | $1.95M | 0.02% | −4,581−7.4% | Reduced |
| Truist Financial Corp | 58,683 | $1.99M | 0.00% | −804−1.4% | Reduced |
| Moran Wealth Management, LLC | 60,657 | $2.05M | 0.08% | +1,590+2.7% | Added |
| Prana Capital Management, LP | 61,817 | $2.09M | 0.14% | +14,137+29.6% | Added |
| Trexquant Investment LP | 62,550 | $2.12M | 0.05% | −47,987−43.4% | Reduced |
| UBS Group AG | 64,802 | $2.19M | 0.00% | −189,924−74.6% | Reduced |
| Qsemble Capital Management, LP | 68,700 | $2.33M | 0.43% | +35,800+108.8% | Added |
| State of New Jersey Common Pension Fund D | 69,585 | $2.36M | 0.01% | 00.0% | Unchanged |
| S&T Bank | 70,962 | $2.40M | 0.46% | −96−0.1% | Reduced |
| Alps Advisors Inc | 71,393 | $2.42M | 0.02% | +71,393 | New |
| Texas Permanent School Fund | 74,980 | $2.54M | 0.02% | +108+0.1% | Added |
| California State Teachers Retirement System | 75,192 | $2.55M | 0.00% | +563+0.8% | Added |
| LSV Asset Management | 83,700 | $2.83M | 0.01% | −8,400−9.1% | Reduced |
| Continental Advisors LLC | 86,542 | $2.93M | 2.65% | +46,662+117.0% | Added |
| Dean Investment Associates, LLC | 86,889 | $2.94M | 0.48% | +45,602+110.5% | Added |
| Gamco Investors, Inc. Et Al | 90,900 | $3.08M | 0.04% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 92,866 | $3.15M | 0.29% | +1,483+1.6% | Added |
| Allianz Asset Management GmbH | 98,702 | $3.34M | 0.01% | +23,976+32.1% | Added |
| Panagora Asset Management Inc | 99,143 | $3.36M | 0.02% | −282,413−74.0% | Reduced |
| Graham Capital Management, L.P. | 99,425 | $3.37M | 0.10% | +35,032+54.4% | Added |
| First Trust Advisors LP | 103,439 | $3.50M | 0.00% | +42,190+68.9% | Added |
| Maltese Capital Management LLC | 103,500 | $3.51M | 1.33% | −5,200−4.8% | Reduced |
| Voloridge Investment Management, LLC | 104,832 | $3.55M | 0.02% | +98,689+1,606.5% | Added |
| UBS Asset Management Americas Inc | 106,315 | $3.60M | 0.00% | −6,288−5.6% | Reduced |
| Alpha Omega Wealth Management LLC | 108,506 | $3.68M | 0.63% | −908−0.8% | Reduced |
| Retirement Systems of Alabama | 110,234 | $3.73M | 0.02% | +650+0.6% | Added |
| BancorpSouth Bank | 122,834 | $4.16M | 0.37% | −101−0.1% | Reduced |
| Legal & General Group Plc | 123,052 | $4.17M | 0.00% | +6,131+5.2% | Added |
| American International Group, Inc. | 123,641 | $4.19M | 0.03% | −3,860−3.0% | Reduced |
| New York State Teachers Retirement System | 137,522 | $4.66M | 0.01% | −9,689−6.6% | Reduced |
| Hourglass Capital, LLC | 140,384 | $4.75M | 1.68% | +36,000+34.5% | Added |
| Ameriprise Financial Inc | 142,334 | $4.82M | 0.00% | +5,860+4.3% | Added |
| ExodusPoint Capital Management, LP | 148,530 | $5.03M | 0.06% | −86,686−36.9% | Reduced |
| Vestcor Inc | 151,175 | $5.12M | 0.19% | −549−0.4% | Reduced |
| Man Group plc | – | $5.16M | 0.02% | – | – |
| Credit Suisse AG | 152,547 | $5.17M | 0.01% | −8,962−5.5% | Reduced |
| Norges Bank | 153,200 | $5.19M | 0.00% | +99,466+185.1% | Added |
| Rhumbline Advisers | 162,578 | $5.51M | 0.01% | +3,192+2.0% | Added |
| Murphy Pohlad Asset Management LLC | 165,291 | $5.60M | 2.45% | −3,500−2.1% | Reduced |
| Bridgewater Associates, LP | 166,963 | $5.66M | 0.03% | +65,767+65.0% | Added |
| Inlet Private Wealth, LLC | 173,600 | $5.88M | 1.93% | −1,300−0.7% | Reduced |
| Swiss National Bank | 186,917 | $6.33M | 0.00% | +2,300+1.2% | Added |
| Algert Global LLC | 207,723 | $7.04M | 0.33% | +149,037+254.0% | Added |
| Manufacturers Life Insurance Company, The | 211,017 | $7.15M | 0.00% | −26,617−11.2% | Reduced |
| Country Club Bank | 217,618 | $7.45M | 0.61% | −316−0.1% | Reduced |
| Picton Mahoney Asset Management | 227,905 | $7.72M | 0.36% | +82,875+57.1% | Added |
| Interval Partners, LP | 234,289 | $7.94M | 0.33% | +150,290+178.9% | Added |
| Prospector Partners LLC | 235,616 | $7.98M | 1.12% | +600+0.3% | Added |
| Cambria Investment Management, L.P. | 236,182 | $8.00M | 0.65% | +18,438+8.5% | Added |
| Jupiter Asset Management Ltd | 241,837 | $8.19M | 0.09% | −443,910−64.7% | Reduced |
| Algebris (UK) Ltd | 270,600 | $9.18M | 4.69% | +270,600 | New |
| Azora Capital LP | 279,403 | $9.46M | 1.04% | +279,403 | New |
| Ledyard National Bank | 283,808 | $9.61M | 1.09% | −950.0% | Reduced |
| Sprott Inc. | 285,000 | $9.65M | 0.87% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 306,908 | $10.4M | 0.01% | −348,741−53.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 311,040 | $10.5M | 0.04% | +31,160+11.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 313,315 | $10.6M | 0.26% | +204,901+189.0% | Added |
| JPMorgan Chase & Co | 327,967 | $11.1M | 0.00% | −21,206−6.1% | Reduced |
| D. E. Shaw & Co., Inc. | 331,765 | $11.2M | 0.02% | +1,306+0.4% | Added |
| Two Sigma Advisers, LP | 333,700 | $11.3M | 0.03% | +91,100+37.6% | Added |
| Royce & Associates LP | 336,000 | $11.4M | 0.12% | 00.0% | Unchanged |
| Principal Financial Group Inc | 351,229 | $11.9M | 0.01% | +17,262+5.2% | Added |
| Bank of America Corp | 351,415 | $11.9M | 0.00% | +4,103+1.2% | Added |
| Alliancebernstein L.P. | 374,366 | $12.7M | 0.01% | +54,944+17.2% | Added |
| Schroder Investment Management Group | 391,508 | $13.3M | 0.02% | −291,360−42.7% | Reduced |
| Foundation Resource Management Inc | 408,097 | $13.8M | 2.29% | −1,624−0.4% | Reduced |
| Point72 Asset Management, L.P. | 439,460 | $14.9M | 0.05% | +427,955+3,719.7% | Added |
| HighTower Advisors, LLC | 454,785 | $15.4M | 0.03% | +7,063+1.6% | Added |
| Charles Schwab Investment Management Inc | 477,712 | $16.2M | 0.00% | +36,280+8.2% | Added |
| Schonfeld Strategic Advisors LLC | 478,094 | $16.2M | 0.15% | +332,528+228.4% | Added |
| Northern Trust Corp | 565,801 | $19.2M | 0.00% | −5,734−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 566,517 | $19.2M | 0.04% | +1100.0% | Added |
| Two Sigma Investments, LP | 609,197 | $20.6M | 0.06% | +112,909+22.8% | Added |
| Burgundy Asset Management Ltd. | 657,858 | $22.3M | 0.27% | +13,489+2.1% | Added |
| AQR Capital Management LLC | 801,443 | $27.1M | 0.06% | +518,715+183.5% | Added |
| Balyasny Asset Management LLC | 827,258 | $28.0M | 0.08% | +827,258 | New |
| Goldman Sachs Group Inc | 849,022 | $28.8M | 0.01% | +140,233+19.8% | Added |
| Morgan Stanley | 1,050,508 | $35.6M | 0.00% | −4330.0% | Reduced |
| Geode Capital Management, LLC | 1,073,801 | $36.4M | 0.00% | +65,191+6.5% | Added |
| Wellington Management Group LLP | 1,139,694 | $38.6M | 0.01% | +533,083+87.9% | Added |
| Thrivent Financial for Lutherans | 1,226,525 | $41.5M | 0.10% | −48,527−3.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,229,018 | $41.6M | 0.24% | −4,883−0.4% | Reduced |
| Bank of New York Mellon Corp | 1,391,109 | $47.1M | 0.01% | −17,636−1.3% | Reduced |
| Millennium Management LLC | 1,424,656 | $48.3M | 0.05% | −261,851−15.5% | Reduced |