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 |
|---|---|---|---|---|---|
| State Street Corp | 1,795,577 | $60.8M | 0.00% | +157,321+9.6% | Added |
| Citadel Advisors LLC | 1,844,262 | $62.5M | 0.07% | −377,974−17.0% | Reduced |
| Great West Life Assurance Co | 1,953,407 | $66.1M | 0.16% | +8,066+0.4% | Added |
| Dimensional Fund Advisors LP | 2,360,200 | $79.9M | 0.03% | +49,391+2.1% | Added |
| Invesco Ltd. | 2,919,998 | $98.9M | 0.03% | −24,549−0.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,172,520 | $107.5M | 24.89% | +27,321+0.9% | Added |
| FMR LLC | 5,033,058 | $170.5M | 0.01% | +562,232+12.6% | Added |
| BlackRock Inc. | 8,205,825 | $277.9M | 0.01% | +291,781+3.7% | Added |
| Vanguard Group Inc | 8,568,361 | $290.2M | 0.01% | +68,974+0.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −277,818−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −181,061−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −130,390−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −126,756−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −106,662−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −89,084−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −76,482−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −76,314−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −76,007−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −68,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −61,204−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −45,407−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −43,091−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −40,812−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −38,158−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −36,700−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −33,315−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −32,100−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −23,213−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −21,988−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −20,923−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −20,543−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,038−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −18,705−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −16,582−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,674−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −15,052−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −13,326−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,769−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,574−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,431−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −9,081−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,377−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,532−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −7,273−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −7,030−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −6,862−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,803−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −6,168−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,618−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −3,837−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |