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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 49,235 | $1.67M | 0.01% | −1,027−2.0% | Reduced |
| Clark Capital Management Group, Inc. | 48,879 | $1.66M | 0.02% | −249,287−83.6% | Reduced |
| MetLife Investment Management | 48,845 | $1.65M | 0.01% | −430−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 47,878 | $1.62M | 0.00% | −4,716−9.0% | Reduced |
| Squarepoint Ops LLC | 47,129 | $1.60M | 0.01% | −101,951−68.4% | Reduced |
| Royal Bank of Canada | 46,228 | $1.56M | 0.00% | −1,942−4.0% | Reduced |
| Teacher Retirement System of Texas | 44,671 | $1.51M | 0.01% | −10,733−19.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 43,400 | $1.47M | 0.28% | 00.0% | Unchanged |
| Amalgamated Bank | 42,657 | $1.45M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 42,058 | $1.42M | 0.00% | −336,479−88.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 41,671 | $1.41M | 0.03% | −4,832−10.4% | Reduced |
| Wells Fargo & Company | 41,656 | $1.41M | 0.00% | −12,414−23.0% | Reduced |
| Palisade Asset Management, LLC | 41,040 | $1.39M | 0.17% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 40,049 | $1.36M | 0.02% | −805−2.0% | Reduced |
| Janus Henderson Group PLC | 39,572 | $1.34M | 0.00% | +40.0% | Added |
| Jane Street Group, LLC | 39,541 | $1.34M | 0.00% | −471,532−92.3% | Reduced |
| Taylor Frigon Capital Management LLC | 39,324 | $1.33M | 0.74% | +944+2.5% | Added |
| State Board of Administration of Florida Retirement System | 39,193 | $1.33M | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 39,174 | $1.33M | 0.05% | +24,403+165.2% | Added |
| Sound View Wealth Advisors Group, LLC | 38,957 | $1.32M | 0.16% | −21−0.1% | Reduced |
| Edgestream Partners, L.P. | 38,857 | $1.32M | 0.10% | −3,738−8.8% | Reduced |
| State of Tennessee, Treasury Department | 38,400 | $1.30M | 0.01% | −9,025−19.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 38,030 | $1.29M | 0.02% | −21,416−36.0% | Reduced |
| CWA Asset Management Group, LLC | 37,631 | $1.27M | 0.09% | −289−0.8% | Reduced |
| Comerica Bank | 36,842 | $1.25M | 0.01% | +30,868+516.7% | Added |
| Sciencast Management LP | 36,395 | $1.23M | 0.56% | +36,395 | New |
| Seven Eight Capital, LP | 35,892 | $1.22M | 0.14% | +35,892 | New |
| Ruffer LLP | 35,000 | $1.20M | 0.07% | −200,000−85.1% | Reduced |
| HSBC Holdings PLC | 34,922 | $1.19M | 0.00% | +26,382+308.9% | Added |
| 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 |
| Aquatic Capital Management LLC | 33,800 | $1.15M | 0.05% | −11,100−24.7% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.11M | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 31,191 | $1.06M | 0.09% | +21,548+223.5% | Added |
| Victory Capital Management Inc | 30,489 | $1.03M | 0.00% | −473,937−94.0% | Reduced |
| Staley Capital Advisers Inc | 30,017 | $1.02M | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 30,006 | $1.02M | 0.00% | +1,560+5.5% | Added |
| Canada Pension Plan Investment Board | 30,000 | $1.02M | 0.00% | +30,000 | New |
| Pacitti Group Inc. | 29,898 | $1.01M | 0.71% | +42+0.1% | Added |
| Price T Rowe Associates Inc | 29,300 | $993.0K | 0.00% | +1,100+3.9% | Added |
| Los Angeles Capital Management LLC | 29,022 | $983.0K | 0.00% | −9,809−25.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,969 | $981.0K | 0.01% | +14,012+93.7% | Added |
| Nebula Research & Development LLC | 28,554 | $967.1K | 0.51% | +11,034+63.0% | Added |
| Creative Planning | 27,114 | $918.4K | 0.00% | +2,623+10.7% | Added |
| Walleye Capital LLC | 26,108 | $884.3K | 0.01% | +12,107+86.5% | Added |
| Louisiana State Employees Retirement System | 25,000 | $846.8K | 0.02% | +200+0.8% | Added |
| Cipher Capital LP | 24,941 | $844.8K | 0.60% | +24,941 | New |
| Oregon Public Employees Retirement Fund | 24,732 | $837.7K | 0.01% | +200+0.8% | Added |
| Arizona State Retirement System | 24,212 | $820.1K | 0.01% | +390+1.6% | Added |
| Ensign Peak Advisors, Inc | 23,830 | $807.1K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 23,475 | $795.1K | 0.00% | −976−4.0% | Reduced |
| American Century Companies Inc | 23,096 | $782.3K | 0.00% | +569+2.5% | Added |
| Chase Investment Counsel Corp | 21,590 | $731.0K | 0.36% | +21,590 | New |
| McMahon Financial Advisors, LLC | 21,150 | $716.4K | 0.22% | 00.0% | Unchanged |
| State of Michigan Retirement System | 21,076 | $713.8K | 0.00% | +100+0.5% | Added |
| Ritholtz Wealth Management | 20,961 | $710.0K | 0.03% | −926−4.2% | Reduced |
| Wedge Capital Management L L P | 20,889 | $707.5K | 0.01% | −24,995−54.5% | Reduced |
| Neuberger Berman Group LLC | 20,483 | $693.8K | 0.00% | +8,377+69.2% | Added |
| Pearl River Capital, LLC | 20,341 | $689.0K | 0.11% | +8,027+65.2% | Added |
| Envestnet Asset Management Inc | 20,254 | $686.0K | 0.00% | +5,354+35.9% | Added |
| Ameritas Investment Partners, Inc. | 20,164 | $683.0K | 0.03% | −1,071−5.0% | Reduced |
| Kendall Capital Management | 20,030 | $678.0K | 0.30% | +1,230+6.5% | Added |
| Campbell & CO Investment Adviser LLC | 20,002 | $677.5K | 0.08% | +9,213+85.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,581 | $663.2K | 0.02% | +684+3.6% | Added |
| Van Eck Associates Corp | 19,463 | $659.0K | 0.00% | +6,853+54.3% | Added |
| Unison Advisors LLC | 19,360 | $655.7K | 0.08% | +149+0.8% | Added |
| Nisa Investment Advisors, LLC | 18,404 | $623.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18,251 | $618.1K | 0.00% | −134−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 18,158 | $615.0K | 0.02% | +18,158 | New |
| Handelsbanken Fonder AB | 17,953 | $608.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,878 | $605.5K | 0.01% | −23,227−56.5% | Reduced |
| 1620 Investment Advisors, Inc. | 17,698 | $599.4K | 0.70% | +17,698 | New |
| Renaissance Technologies LLC | 17,600 | $596.0K | 0.00% | +17,600 | New |
| Capital City Trust Co | 17,536 | $593.9K | 0.20% | −8,050−31.5% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $586.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 16,962 | $574.5K | 0.01% | −2,872−14.5% | Reduced |
| Citigroup Inc | 16,730 | $566.6K | 0.00% | −8,540−33.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,590 | $562.0K | 0.06% | −65,465−79.8% | Reduced |
| Rodgers Brothers Inc. | 16,275 | $551.2K | 0.09% | +250+1.6% | Added |
| Affinity Investment Advisors, LLC | 16,095 | $545.1K | 0.35% | 00.0% | Unchanged |
| Deutsche Bank AG | 16,065 | $544.1K | 0.00% | −179,895−91.8% | Reduced |
| Capstone Investment Advisors, LLC | 16,043 | $543.4K | 0.01% | +16,043 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,870 | $537.5K | 0.00% | +15,870 | New |
| Hillsdale Investment Management Inc. | 15,130 | $512.5K | 0.05% | +15,040+16,711.1% | Added |
| Fox Run Management, L.L.C. | 14,607 | $494.7K | 0.15% | −2,461−14.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,486 | $490.6K | 0.04% | −680−4.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 14,427 | $488.6K | 0.00% | +3,993+38.3% | Added |
| Advisor Group Holdings, Inc. | 14,262 | $483.1K | 0.00% | +1,010+7.6% | Added |
| Susquehanna International Group, LLP | 14,082 | $477.0K | 0.00% | −330,878−95.9% | Reduced |
| IMA Wealth, Inc. | 13,963 | $472.9K | 0.12% | +123+0.9% | Added |
| Cubic Asset Management, LLC | 13,302 | $450.5K | 0.12% | −115−0.9% | Reduced |
| LPL Financial LLC | 13,259 | $449.1K | 0.00% | +1,756+15.3% | Added |
| Tower Research Capital LLC (TRC) | 13,124 | $444.5K | 0.01% | +2,043+18.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,753 | $431.9K | 0.00% | +1,886+17.4% | Added |
| Glenmede Trust Co NA | 12,500 | $423.4K | 0.00% | −15,604−55.5% | Reduced |
| JustInvest LLC | 12,279 | $415.9K | 0.01% | +3,270+36.3% | Added |
| Federated Hermes, Inc. | 12,243 | $414.7K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 12,105 | $410.0K | 0.08% | +3,883+47.2% | Added |
| Cornercap Investment Counsel Inc | 12,043 | $407.9K | 0.07% | −2,373−16.5% | Reduced |
| DMG Group, LLC | 12,006 | $406.6K | 0.41% | −2,078−14.8% | Reduced |