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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Federated Hermes, Inc. as of Dec 31, 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
- 322
- +17 vs. Q3 2023
- Shares held
- 63.9M
- −2.10M (−3.2%) vs. Q3 2023
- Total value
- $2.16B
- −$78.2M (−3.5%) vs. Q3 2023
- New holders
- 45
- 126 more added
- Sold out
- 28
- 108 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 390 | $3.67B |
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,532,465 | $288.9M | 0.01% | −35,896−0.4% | Reduced |
| BlackRock Inc. | 8,111,369 | $274.7M | 0.01% | −94,456−1.2% | Reduced |
| FMR LLC | 5,593,702 | $189.4M | 0.01% | +560,644+11.1% | Added |
| Dimensional Fund Advisors LP | 2,410,128 | $81.6M | 0.02% | +49,928+2.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,145,227 | $72.6M | 0.37% | +916,209+74.5% | Added |
| Invesco Ltd. | 2,022,007 | $68.5M | 0.02% | −897,991−30.8% | Reduced |
| State Street Corp | 1,850,738 | $62.7M | 0.00% | +55,161+3.1% | Added |
| Wellington Management Group LLP | 1,813,190 | $61.4M | 0.01% | +673,496+59.1% | Added |
| Morgan Stanley | 1,737,399 | $58.8M | 0.01% | +686,891+65.4% | Added |
| Great West Life Assurance Co | 1,701,129 | $57.3M | 0.13% | −252,278−12.9% | Reduced |
| Millennium Management LLC | 1,535,968 | $52.0M | 0.05% | +111,312+7.8% | Added |
| Goldman Sachs Group Inc | 1,184,759 | $40.1M | 0.01% | +335,737+39.5% | Added |
| Geode Capital Management, LLC | 1,096,354 | $37.1M | 0.00% | +22,553+2.1% | Added |
| Bank of New York Mellon Corp | 1,095,953 | $37.1M | 0.01% | −295,156−21.2% | Reduced |
| AQR Capital Management LLC | 1,078,888 | $36.5M | 0.07% | +277,445+34.6% | Added |
| D. E. Shaw & Co., Inc. | 880,059 | $29.8M | 0.04% | +548,294+165.3% | Added |
| Two Sigma Investments, LP | 777,804 | $26.3M | 0.06% | +168,607+27.7% | Added |
| Northern Trust Corp | 589,052 | $19.9M | 0.00% | +23,251+4.1% | Added |
| Commonwealth Equity Services, LLC | 566,702 | $19.2M | 0.04% | +1850.0% | Added |
| Two Sigma Advisers, LP | 502,600 | $17.0M | 0.04% | +168,900+50.6% | Added |
| Charles Schwab Investment Management Inc | 479,008 | $16.2M | 0.00% | +1,296+0.3% | Added |
| HighTower Advisors, LLC | 455,441 | $15.4M | 0.03% | +656+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 450,729 | $15.3M | 0.02% | +143,821+46.9% | Added |
| JPMorgan Chase & Co | 421,030 | $14.3M | 0.00% | +93,063+28.4% | Added |
| Bank of America Corp | 416,661 | $14.1M | 0.00% | +65,246+18.6% | Added |
| Bank of Montreal | 411,431 | $14.1M | 0.01% | +403,210+4,904.6% | Added |
| Foundation Resource Management Inc | 414,579 | $14.0M | 2.24% | +6,482+1.6% | Added |
| Norges Bank | 368,400 | $12.5M | 0.00% | +215,200+140.5% | Added |
| Royce & Associates LP | 365,940 | $12.4M | 0.11% | +29,940+8.9% | Added |
| Cubist Systematic Strategies, LLC | 358,018 | $12.1M | 0.15% | +353,643+8,083.3% | Added |
| Principal Financial Group Inc | 356,865 | $12.1M | 0.01% | +5,636+1.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 344,750 | $11.7M | 0.04% | +33,710+10.8% | Added |
| Algebris (UK) Ltd | 349,849 | $10.7M | 5.60% | +79,249+29.3% | Added |
| Sprott Inc. | 300,000 | $10.2M | 0.91% | +15,000+5.3% | Added |
| Renaissance Technologies LLC | 291,500 | $9.87M | 0.02% | +273,900+1,556.3% | Added |
| Deutsche Bank AG | 285,030 | $9.65M | 0.00% | +268,965+1,674.2% | Added |
| Voloridge Investment Management, LLC | 283,327 | $9.59M | 0.04% | +178,495+170.3% | Added |
| Ledyard National Bank | 274,731 | $9.30M | 0.96% | −9,077−3.2% | Reduced |
| Thrivent Financial for Lutherans | 270,671 | $9.16M | 0.02% | −955,854−77.9% | Reduced |
| Cambria Investment Management, L.P. | 269,364 | $9.12M | 0.63% | +33,182+14.0% | Added |
| Qube Research & Technologies Ltd | 265,927 | $9.00M | 0.02% | +223,869+532.3% | Added |
| Interval Partners, LP | 255,484 | $8.65M | 0.38% | +21,195+9.0% | Added |
| Schroder Investment Management Group | 253,824 | $8.59M | 0.01% | −137,684−35.2% | Reduced |
| Prospector Partners LLC | 237,211 | $8.03M | 1.01% | +1,595+0.7% | Added |
| Algert Global LLC | 230,591 | $7.81M | 0.31% | +22,868+11.0% | Added |
| Bridgewater Associates, LP | 221,998 | $7.52M | 0.04% | +55,035+33.0% | Added |
| Tudor Investment Corp Et Al | 216,242 | $7.32M | 0.10% | +216,242 | New |
| Schonfeld Strategic Advisors LLC | 214,300 | $7.26M | 0.06% | −263,794−55.2% | Reduced |
| Country Club Bank | 213,291 | $7.24M | 0.55% | −4,327−2.0% | Reduced |
| Citadel Advisors LLC | 207,053 | $7.01M | 0.01% | −1,637,209−88.8% | Reduced |
| Engineers Gate Manager LP | 205,148 | $6.95M | 0.20% | +153,665+298.5% | Added |
| Credit Suisse AG | 190,754 | $6.46M | 0.01% | +38,207+25.0% | Added |
| Twinbeech Capital LP | 180,694 | $6.12M | 0.10% | +180,694 | New |
| Man Group plc | 180,040 | $6.10M | 0.02% | – | – |
| Trexquant Investment LP | 169,696 | $5.75M | 0.13% | +107,146+171.3% | Added |
| Hourglass Capital, LLC | 166,114 | $5.62M | 1.81% | +25,730+18.3% | Added |
| Swiss National Bank | 165,317 | $5.60M | 0.00% | −21,600−11.6% | Reduced |
| Inlet Private Wealth, LLC | 164,900 | $5.58M | 1.71% | −8,700−5.0% | Reduced |
| UBS Group AG | 160,862 | $5.45M | 0.00% | +96,060+148.2% | Added |
| Rhumbline Advisers | 158,357 | $5.36M | 0.01% | −4,221−2.6% | Reduced |
| Ameriprise Financial Inc | 154,728 | $5.24M | 0.00% | +12,394+8.7% | Added |
| Vestcor Inc | 149,675 | $5.07M | 0.17% | −1,500−1.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 136,928 | $4.64M | 1.92% | −28,363−17.2% | Reduced |
| New York State Teachers Retirement System | 136,844 | $4.63M | 0.01% | −678−0.5% | Reduced |
| Barclays PLC | 128,904 | $4.36M | 0.00% | +128,229+18,996.9% | Added |
| BancorpSouth Bank | 122,870 | $4.16M | 0.34% | +360.0% | Added |
| Knights of Columbus Asset Advisors LLC | 122,796 | $4.16M | 0.27% | +29,930+32.2% | Added |
| Susquehanna International Group, LLP | 121,981 | $4.13M | 0.01% | +107,899+766.2% | Added |
| Legal & General Group Plc | 120,088 | $4.07M | 0.00% | −2,964−2.4% | Reduced |
| American International Group, Inc. | 115,789 | $3.92M | 0.02% | −7,852−6.4% | Reduced |
| Alpha Omega Wealth Management LLC | 108,523 | $3.67M | 0.61% | +170.0% | Added |
| Retirement Systems of Alabama | 108,018 | $3.66M | 0.02% | −2,216−2.0% | Reduced |
| Dean Investment Associates, LLC | 107,388 | $3.64M | 0.52% | +20,499+23.6% | Added |
| UBS Asset Management Americas Inc | 106,000 | $3.59M | 0.00% | −315−0.3% | Reduced |
| Allianz Asset Management GmbH | 99,068 | $3.35M | 0.01% | +366+0.4% | Added |
| Panagora Asset Management Inc | 97,156 | $3.29M | 0.02% | −1,987−2.0% | Reduced |
| Alliancebernstein L.P. | 95,385 | $3.23M | 0.00% | −278,981−74.5% | Reduced |
| Continental Advisors LLC | 94,542 | $3.20M | 2.89% | +8,000+9.2% | Added |
| Clark Capital Management Group, Inc. | 93,396 | $3.16M | 0.03% | +44,517+91.1% | Added |
| Gamco Investors, Inc. Et Al | 91,200 | $3.09M | 0.03% | +300+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 85,744 | $2.90M | 0.26% | +65,742+328.7% | Added |
| Aquatic Capital Management LLC | 85,100 | $2.88M | 0.07% | +51,300+151.8% | Added |
| Maltese Capital Management LLC | 84,400 | $2.86M | 0.80% | −19,100−18.5% | Reduced |
| Alps Advisors Inc | 83,079 | $2.81M | 0.02% | +11,686+16.4% | Added |
| ExodusPoint Capital Management, LP | 80,741 | $2.73M | 0.03% | −67,789−45.6% | Reduced |
| Dark Forest Capital Management LP | 80,540 | $2.73M | 0.41% | +80,540 | New |
| State of New Jersey Common Pension Fund D | 80,312 | $2.72M | 0.01% | +10,727+15.4% | Added |
| Marshall Wace, LLP | 77,000 | $2.61M | 0.00% | +23,300+43.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 75,517 | $2.56M | 0.66% | −3,097,003−97.6% | Reduced |
| California State Teachers Retirement System | 74,720 | $2.53M | 0.00% | −472−0.6% | Reduced |
| Texas Permanent School Fund | 74,504 | $2.52M | 0.02% | −476−0.6% | Reduced |
| Duality Advisers, LP | 73,153 | $2.48M | 0.26% | +73,153 | New |
| Squarepoint Ops LLC | 70,028 | $2.37M | 0.01% | +22,899+48.6% | Added |
| Gsa Capital Partners LLP | 69,821 | $2.36M | 0.20% | +38,630+123.8% | Added |
| S&T Bank | 69,223 | $2.34M | 0.43% | −1,739−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 68,837 | $2.33M | 0.00% | −142,180−67.4% | Reduced |
| Advisors Preferred, LLC | 68,338 | $2.31M | 0.38% | +68,338 | New |
| Weiss Multi-Strategy Advisers LLC | 66,299 | $2.25M | 0.06% | −247,016−78.8% | Reduced |
| Walleye Capital LLC | 64,045 | $2.17M | 0.03% | +37,937+145.3% | Added |
| Moran Wealth Management, LLC | 63,445 | $2.15M | 0.08% | +2,788+4.6% | Added |