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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 11,968 | $405.3K | 0.00% | −9,185−43.4% | Reduced |
| South Dakota Investment Council | 11,896 | $403.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 11,578 | $392.1K | 0.00% | −16−0.1% | Reduced |
| Ontario Teachers Pension Plan Board | 11,515 | $390.0K | 0.00% | −9,010−43.9% | Reduced |
| Busey Wealth Management | 11,182 | $378.7K | 0.02% | −3,761−25.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,794 | $366.0K | 0.00% | −1,227−10.2% | Reduced |
| First Hawaiian Bank | 10,770 | $364.8K | 0.01% | −60−0.6% | Reduced |
| First National Trust Co | 10,698 | $362.3K | 0.02% | −150−1.4% | Reduced |
| US Bancorp | 10,693 | $362.2K | 0.00% | +96+0.9% | Added |
| State of Alaska, Department of Revenue | 10,571 | $358.0K | 0.00% | +30+0.3% | Added |
| National Bank of Canada | 10,865 | $357.0K | 0.00% | −189−1.7% | Reduced |
| Wealthcare Advisory Partners LLC | 10,424 | $353.1K | 0.02% | −10.0% | Reduced |
| Quantbot Technologies LP | 10,233 | $346.6K | 0.02% | +9,340+1,045.9% | Added |
| BNP Paribas Arbitrage, SA | 10,232 | $346.6K | 0.00% | −6,166−37.6% | Reduced |
| Pacer Advisors, Inc. | 10,119 | $342.7K | 0.00% | −4,781−32.1% | Reduced |
| State of Wisconsin Investment Board | 9,612 | $325.6K | 0.00% | +2,907+43.4% | Added |
| Pictet Asset Management Holding SA | 9,537 | $323.0K | 0.00% | +9,537 | New |
| Whitener Capital Management, Inc. | 9,450 | $320.1K | 0.13% | +330+3.6% | Added |
| New York Life Investment Management LLC | 8,870 | $300.4K | 0.00% | −1,407−13.7% | Reduced |
| Cim Investment Mangement Inc | 8,839 | $299.4K | 0.11% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 8,674 | $293.8K | 0.14% | +1,954+29.1% | Added |
| Bank of Montreal | 8,221 | $286.7K | 0.00% | −170,895−95.4% | Reduced |
| Vise Technologies, Inc. | 8,456 | $286.4K | 0.07% | +655+8.4% | Added |
| Vident Advisory, LLC | 8,220 | $278.4K | 0.01% | +8,220 | New |
| IMS Capital Management | 8,149 | $276.0K | 0.16% | +17+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,836 | $265.4K | 0.03% | −64,769−89.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,572 | $256.5K | 0.00% | +287+3.9% | Added |
| Virtus Investment Advisers, Inc. | 7,549 | $255.7K | 0.17% | 00.0% | Unchanged |
| Xponance, Inc. | 7,433 | $251.8K | 0.00% | +21+0.3% | Added |
| Securian Asset Management, Inc | 7,432 | $251.7K | 0.01% | −100−1.3% | Reduced |
| Pathstone Family Office, LLC | 7,383 | $250.1K | 0.00% | +7,383 | New |
| James Investment Research Inc | 7,198 | $243.8K | 0.03% | +7,198 | New |
| Stratos Wealth Advisors, LLC | 7,100 | $240.5K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,075 | $239.6K | 0.00% | −75,541−91.4% | Reduced |
| Gabelli Funds LLC | 7,000 | $237.1K | 0.00% | +1,000+16.7% | Added |
| Eqis Capital Management, Inc. | 6,497 | $220.1K | 0.03% | +6,497 | New |
| HRT Financial LP | 6,502 | $220.0K | 0.00% | −86,761−93.0% | Reduced |
| State of Wyoming | 6,450 | $218.5K | 0.05% | −6,105−48.6% | Reduced |
| Crossmark Global Holdings, Inc. | 6,351 | $217.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 6,209 | $210.3K | 0.01% | −24,426−79.7% | Reduced |
| ISAM Funds (UK) Ltd | 6,184 | $209.5K | 0.13% | −9,538−60.7% | Reduced |
| Cape Investment Advisory, Inc. | 5,900 | $199.8K | 0.11% | +5,900 | New |
| EMC Capital Management | 5,304 | $180.0K | 0.13% | −15,836−74.9% | Reduced |
| Westpac Banking Corp | 5,100 | $172.7K | 0.01% | +5,100 | New |
| Cubist Systematic Strategies, LLC | 4,375 | $148.2K | 0.00% | −535,301−99.2% | Reduced |
| Gillson Capital LP | 4,298 | $146.0K | 0.01% | +4,298 | New |
| Cullen/Frost Bankers, Inc. | 4,300 | $145.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,715 | $125.8K | 0.03% | +477+14.7% | 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 |
| EverSource Wealth Advisors, LLC | 2,164 | $73.3K | 0.01% | +42+2.0% | Added |
| Parallel Advisors, LLC | 1,773 | $60.1K | 0.00% | +1,458+462.9% | Added |
| Central Trust Co | 1,520 | $51.5K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,248 | $42.3K | 0.00% | +1,248 | New |
| Umb Bank N A | 1,140 | $38.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,110 | $37.6K | 0.00% | +977+734.6% | Added |
| KBC Group NV | 1,098 | $37.0K | 0.00% | +1,098 | New |
| Gladius Capital Management LP | 1,067 | $36.1K | 0.01% | +143+15.5% | Added |
| Virtus Fund Advisers, LLC | 1,054 | $35.7K | 0.25% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,022 | $34.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 889 | $30.1K | 0.01% | −2,886−76.5% | Reduced |
| Lazard Asset Management LLC | 899 | $30.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 834 | $28.2K | 0.00% | +343+69.9% | Added |
| S.A. Mason LLC | 822 | $27.8K | 0.02% | +9+1.1% | Added |
| Barclays PLC | 675 | $22.9K | 0.00% | −265−28.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 615 | $21.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 599 | $20.0K | 0.00% | −92−13.3% | Reduced |
| Global Retirement Partners, LLC | 533 | $17.6K | 0.00% | −214−28.6% | Reduced |
| Baystate Wealth Management LLC | 514 | $17.4K | 0.00% | +4+0.8% | Added |
| WFA of San Diego, LLC | 435 | $14.7K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 432 | $14.6K | 0.00% | +190+78.5% | Added |
| IFP Advisors, Inc | 405 | $13.7K | 0.00% | −238−37.0% | Reduced |
| Hexagon Capital Partners LLC | 329 | $11.1K | 0.00% | −70−17.5% | Reduced |
| Kelly Financial Services LLC | 321 | $10.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 285 | $9.00K | 0.00% | +285 | New |
| 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 |
| WR Wealth Planners, LLC | 203 | $6.88K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $5.49K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $5.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 159 | $5.38K | 0.00% | −8−4.8% | Reduced |
| Optimum Investment Advisors | 153 | $5.17K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 135 | $5.00K | 0.00% | −100−42.6% | Reduced |
| Hollencrest Capital Management | 140 | $4.74K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $4.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $3.62K | 0.00% | −14−11.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $3.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $3.32K | 0.00% | −10−9.3% | Reduced |
| Lindbrook Capital, LLC | 97 | $3.29K | 0.00% | −32−24.8% | Reduced |
| Toronto Dominion Bank | 91 | $3.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 74 | $2.51K | 0.00% | +74 | New |
| LGT Financial Advisors LLC | 74 | $2.51K | 0.00% | +74 | New |
| Prestige Wealth Management Group LLC | 66 | $2.24K | 0.00% | +66 | New |
| Steward Financial Group LLC | 72 | $2.00K | 0.00% | +72 | New |
| Bell Investment Advisors, Inc | 58 | $1.97K | 0.00% | −16−21.6% | Reduced |
| Allworth Financial LP | 52 | $1.76K | 0.00% | +48+1,200.0% | Added |
| Geneos Wealth Management Inc. | 50 | $1.69K | 0.00% | +50 | New |
| Glassman Wealth Services | 43 | $1.46K | 0.00% | −7−14.0% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $1.32K | 0.00% | −4−9.3% | Reduced |