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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Toronto Dominion Bank | 2 | $68 | 0.00% | −89−97.8% | Reduced |
| Glassman Wealth Services | 6 | $203 | 0.00% | −37−86.0% | Reduced |
| Tfo-TDC, LLC | 6 | $203 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $271 | 0.00% | −44−84.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $644 | 0.00% | +19 | New |
| Arlington Trust Co LLC | 21 | $711 | 0.00% | +21 | New |
| Lindbrook Capital, LLC | 22 | $745 | 0.00% | −75−77.3% | Reduced |
| SJS Investment Consulting Inc. | 22 | $745 | 0.00% | −6−21.4% | Reduced |
| First Horizon Advisors, Inc. | 27 | $914 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $914 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 27 | $915 | 0.00% | +27 | New |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $1.32K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $1.90K | 0.00% | −2−3.4% | Reduced |
| JFS Wealth Advisors, LLC | 67 | $2.27K | 0.00% | −31−31.6% | Reduced |
| Private Wealth Management Group, LLC | 68 | $2.30K | 0.00% | +68 | New |
| LGT Financial Advisors LLC | 74 | $2.51K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 82 | $2.78K | 0.00% | +82 | New |
| CWM, LLC | 87 | $3.00K | 0.00% | −48−35.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $3.39K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 114 | $3.86K | 0.00% | +40+54.1% | Added |
| Headlands Technologies LLC | 117 | $3.96K | 0.00% | −772−86.8% | Reduced |
| Bessemer Group Inc | 126 | $4.00K | 0.00% | −79−38.5% | Reduced |
| Rosenberg Matthew Hamilton | 139 | $4.71K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $4.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $4.84K | 0.00% | −16−10.1% | Reduced |
| Simplex Trading, LLC | 148 | $5.00K | 0.00% | −451−75.3% | Reduced |
| Harbour Investments, Inc. | 162 | $5.49K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 158 | $5.52K | 0.00% | +158 | New |
| Parkside Financial Bank & Trust | 203 | $6.87K | 0.00% | +42+26.1% | Added |
| Richardson Financial Services Inc. | 263 | $8.90K | 0.01% | +263 | New |
| NBC Securities, Inc. | 285 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 257 | $9.00K | 0.01% | +43+20.1% | Added |
| Kelly Financial Services LLC | 321 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 330 | $11.2K | 0.00% | −14,800−97.8% | Reduced |
| Quarry LP | 364 | $12.3K | 0.01% | +364 | New |
| Baystate Wealth Management LLC | 519 | $17.6K | 0.00% | +5+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 534 | $18.1K | 0.00% | +534 | New |
| Hazlett, Burt & Watson, Inc. | 615 | $21.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 612 | $21.5K | 0.00% | +79+14.8% | Added |
| WealthCollab, LLC | 661 | $22.4K | 0.02% | +661 | New |
| Principal Securities, Inc. | 721 | $24.4K | 0.00% | +721 | New |
| Fifth Third Bancorp | 739 | $25.0K | 0.00% | +307+71.1% | Added |
| Quadrant Capital Group LLC | 757 | $25.6K | 0.00% | −353−31.8% | Reduced |
| S.A. Mason LLC | 826 | $28.0K | 0.02% | +4+0.5% | Added |
| Lazard Asset Management LLC | 899 | $30.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 950 | $32.2K | 0.02% | −117−11.0% | Reduced |
| Hexagon Capital Partners LLC | 1,041 | $35.2K | 0.01% | +712+216.4% | Added |
| Virtus Fund Advisers, LLC | 1,054 | $35.7K | 0.22% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,052 | $36.0K | 0.00% | −18,411−94.6% | Reduced |
| Umb Bank N A | 1,140 | $38.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,173 | $39.7K | 0.00% | +768+189.6% | Added |
| Signaturefd, LLC | 1,382 | $46.8K | 0.00% | +548+65.7% | Added |
| Neo Ivy Capital Management | 1,416 | $48.0K | 0.11% | +1,224+637.5% | Added |
| Central Trust Co | 1,520 | $51.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,674 | $57.0K | 0.03% | −647−27.9% | Reduced |
| KBC Group NV | 1,784 | $60.0K | 0.00% | +686+62.5% | Added |
| TD Private Client Wealth LLC | 1,948 | $66.0K | 0.00% | +926+90.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,956 | $66.2K | 0.00% | −16,295−89.3% | Reduced |
| Parallel Advisors, LLC | 2,187 | $74.1K | 0.00% | +414+23.4% | Added |
| Ronald Blue Trust, Inc. | 2,708 | $92.0K | 0.00% | +507+23.0% | Added |
| Tower Research Capital LLC (TRC) | 3,714 | $125.8K | 0.00% | −9,410−71.7% | Reduced |
| SG Americas Securities, LLC | 3,793 | $128.0K | 0.00% | +3,793 | New |
| JJJ Advisors Inc. | 3,891 | $131.8K | 0.03% | +176+4.7% | Added |
| EntryPoint Capital, LLC | 4,229 | $143.2K | 0.14% | +4,229 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,252 | $144.0K | 0.04% | +4,252 | New |
| Cullen/Frost Bankers, Inc. | 4,300 | $145.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,833 | $163.6K | 0.00% | −2,242−31.7% | Reduced |
| EMC Capital Management | 5,304 | $180.0K | 0.12% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,840 | $197.7K | 0.10% | −60−1.0% | Reduced |
| Eqis Capital Management, Inc. | 6,260 | $212.0K | 0.02% | −237−3.6% | Reduced |
| State of Wyoming | 6,457 | $218.6K | 0.04% | +7+0.1% | Added |
| Glenmede Trust Co NA | 6,750 | $228.6K | 0.00% | −5,750−46.0% | Reduced |
| Teza Capital Management LLC | 6,764 | $229.0K | 0.04% | +6,764 | New |
| IMS Capital Management | 6,888 | $233.2K | 0.11% | −1,261−15.5% | Reduced |
| Stratos Wealth Advisors, LLC | 7,000 | $237.0K | 0.01% | −100−1.4% | Reduced |
| Gabelli Funds LLC | 7,000 | $237.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7,000 | $237.0K | 0.01% | +7,000 | New |
| James Investment Research Inc | 7,198 | $243.7K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,278 | $246.4K | 0.01% | −154−2.1% | Reduced |
| MBM Wealth Consultants, LLC | 6,951 | $247.5K | 0.09% | +6,951 | New |
| Xponance, Inc. | 7,331 | $248.2K | 0.00% | −102−1.4% | Reduced |
| Virtus Investment Advisers, Inc. | 7,549 | $255.6K | 0.19% | 00.0% | Unchanged |
| Busey Wealth Management | 7,768 | $263.0K | 0.01% | −3,414−30.5% | Reduced |
| MQS Management LLC | 7,820 | $264.8K | 0.15% | +7,820 | New |
| State of Wisconsin Investment Board | 7,955 | $269.4K | 0.00% | −1,657−17.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,515 | $288.3K | 0.00% | +943+12.5% | Added |
| Pathstone Holdings, LLC | 8,670 | $293.6K | 0.00% | +8,670 | New |
| New York Life Investment Management LLC | 8,671 | $293.6K | 0.00% | −199−2.2% | Reduced |
| Cim Investment Mangement Inc | 8,839 | $299.3K | 0.10% | 00.0% | Unchanged |
| First Hawaiian Bank | 9,050 | $306.4K | 0.01% | −1,720−16.0% | Reduced |
| DGS Capital Management, LLC | 9,258 | $313.5K | 0.12% | +584+6.7% | Added |
| Affinity Investment Advisors, LLC | 9,315 | $315.4K | 0.21% | −6,780−42.1% | Reduced |
| Whitener Capital Management, Inc. | 9,450 | $320.0K | 0.12% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 9,537 | $322.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 9,541 | $323.0K | 0.00% | −1,030−9.7% | Reduced |
| Guggenheim Capital LLC | 9,894 | $335.0K | 0.00% | +9,894 | New |
| Axq Capital, LP | 9,966 | $337.4K | 0.09% | +9,966 | New |