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 |
|---|---|---|---|---|---|
| Inceptionr LLC | 10,133 | $343.1K | 0.24% | +10,133 | New |
| FJ Capital Management LLC | 10,310 | $349.1K | 0.04% | +10,310 | New |
| Wealthcare Advisory Partners LLC | 10,425 | $353.0K | 0.01% | +10.0% | Added |
| US Bancorp | 10,514 | $356.0K | 0.00% | −179−1.7% | Reduced |
| First National Trust Co | 10,698 | $362.2K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,726 | $363.0K | 0.00% | −68−0.6% | Reduced |
| Walleye Trading LLC | 10,796 | $365.6K | 0.01% | +10,796 | New |
| Federated Hermes, Inc. | 10,848 | $367.3K | 0.00% | −1,395−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 11,308 | $382.9K | 0.00% | −2,954−20.7% | Reduced |
| DMG Group, LLC | 11,337 | $383.9K | 0.36% | −669−5.6% | Reduced |
| Fox Run Management, L.L.C. | 11,713 | $396.6K | 0.10% | −2,894−19.8% | Reduced |
| Vident Advisory, LLC | 11,724 | $397.0K | 0.01% | +3,504+42.6% | Added |
| Bridgefront Capital, LLC | 11,776 | $398.7K | 0.30% | +11,776 | New |
| South Dakota Investment Council | 11,896 | $403.0K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 11,923 | $403.7K | 0.09% | +3,467+41.0% | Added |
| Neuberger Berman Group LLC | 11,946 | $404.5K | 0.00% | −8,537−41.7% | Reduced |
| Diversified Trust Co | 12,458 | $421.8K | 0.01% | +6,249+100.6% | Added |
| Capstone Investment Advisors, LLC | 12,702 | $430.1K | 0.01% | −3,341−20.8% | Reduced |
| SEI Investments Co | 12,778 | $432.7K | 0.00% | +1,200+10.4% | Added |
| Cubic Asset Management, LLC | 13,337 | $451.6K | 0.12% | +35+0.3% | Added |
| Centiva Capital, LP | 13,458 | $455.7K | 0.03% | +13,458 | New |
| National Bank of Canada | 14,030 | $473.7K | 0.00% | +3,165+29.1% | Added |
| Aigen Investment Management, LP | 14,430 | $488.6K | 0.09% | +14,430 | New |
| Sciencast Management LP | 14,637 | $495.6K | 0.27% | −21,758−59.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,741 | $499.1K | 0.04% | +255+1.8% | Added |
| Dynamic Technology Lab Private Ltd | 14,901 | $505.0K | 0.05% | −1,689−10.2% | Reduced |
| Ritholtz Wealth Management | 15,249 | $516.3K | 0.02% | −5,712−27.3% | Reduced |
| LPL Financial LLC | 15,769 | $533.9K | 0.00% | +2,510+18.9% | Added |
| Rodgers Brothers Inc. | 16,275 | $551.1K | 0.09% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16,404 | $555.4K | 0.00% | −2,000−10.9% | Reduced |
| Atom Investors LP | 16,545 | $560.2K | 0.10% | +16,545 | New |
| JustInvest LLC | 16,849 | $570.5K | 0.01% | +4,570+37.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 16,925 | $573.1K | 0.00% | +2,498+17.3% | Added |
| Landscape Capital Management, L.L.C. | 17,000 | $575.6K | 0.05% | +17,000 | New |
| New Mexico Educational Retirement Board | 17,300 | $586.0K | 0.02% | 00.0% | Unchanged |
| Prana Capital Management, LP | 17,607 | $596.2K | 0.04% | −44,210−71.5% | Reduced |
| 1620 Investment Advisors, Inc. | 17,667 | $598.2K | 0.66% | −31−0.2% | Reduced |
| Capital City Trust Co | 17,705 | $599.5K | 0.18% | +169+1.0% | Added |
| Citigroup Inc | 17,806 | $602.9K | 0.00% | +1,076+6.4% | Added |
| Handelsbanken Fonder AB | 17,953 | $608.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 18,158 | $614.8K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,031 | $644.4K | 0.00% | +1,153+6.4% | Added |
| Ameritas Investment Partners, Inc. | 19,043 | $644.8K | 0.02% | −1,121−5.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,188 | $649.7K | 0.02% | −393−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,274 | $652.6K | 0.00% | +6,521+51.1% | Added |
| XTX Topco Ltd | 19,403 | $657.0K | 0.14% | +19,403 | New |
| Unison Advisors LLC | 19,518 | $660.9K | 0.07% | +158+0.8% | Added |
| Pacer Advisors, Inc. | 19,860 | $672.5K | 0.00% | +9,741+96.3% | Added |
| Petrus Trust Company, LTA | 20,269 | $686.3K | 0.07% | +20,269 | New |
| State of Michigan Retirement System | 20,676 | $700.1K | 0.00% | −400−1.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $711.1K | 0.16% | −22,400−51.6% | Reduced |
| McMahon Financial Advisors, LLC | 21,150 | $716.1K | 0.20% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,628 | $732.3K | 0.00% | +11,396+111.4% | Added |
| Royal Bank of Canada | 22,290 | $755.0K | 0.00% | −23,938−51.8% | Reduced |
| Acadian Asset Management LLC | 22,607 | $762.0K | 0.00% | +22,593+161,378.6% | Added |
| Creative Planning | 22,599 | $765.2K | 0.00% | −4,515−16.7% | Reduced |
| Envestnet Asset Management Inc | 22,777 | $771.2K | 0.00% | +2,523+12.5% | Added |
| American Century Companies Inc | 23,177 | $784.8K | 0.00% | +81+0.4% | Added |
| Wedge Capital Management L L P | 23,321 | $789.6K | 0.01% | +2,432+11.6% | Added |
| FORA Capital, LLC | 23,417 | $792.9K | 0.07% | +23,417 | New |
| Arizona State Retirement System | 23,446 | $793.9K | 0.01% | −766−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 23,830 | $806.9K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 24,179 | $818.7K | 0.00% | −803,079−97.1% | Reduced |
| Louisiana State Employees Retirement System | 24,200 | $819.4K | 0.02% | −800−3.2% | Reduced |
| Oregon Public Employees Retirement Fund | 24,332 | $823.9K | 0.01% | −400−1.6% | Reduced |
| HSBC Holdings PLC | 24,879 | $838.4K | 0.00% | −10,043−28.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,505 | $863.6K | 0.01% | −12,525−32.9% | Reduced |
| Verition Fund Management LLC | 25,890 | $876.6K | 0.01% | +8,928+52.6% | Added |
| Pearl River Capital, LLC | 26,221 | $887.8K | 0.14% | +5,880+28.9% | Added |
| Graham Capital Management, L.P. | 26,325 | $891.4K | 0.03% | −73,100−73.5% | Reduced |
| Cornercap Investment Counsel Inc | 28,224 | $955.7K | 0.16% | +16,181+134.4% | Added |
| Ontario Teachers Pension Plan Board | 28,933 | $979.7K | 0.01% | +17,418+151.3% | Added |
| Teachers Retirement System of the State of Kentucky | 28,969 | $981.0K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 29,300 | $993.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 29,855 | $1.01M | 0.00% | −634−2.1% | Reduced |
| Canada Pension Plan Investment Board | 30,000 | $1.02M | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 30,017 | $1.02M | 0.05% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 30,727 | $1.04M | 0.00% | +14,857+93.6% | Added |
| Baird Financial Group, Inc. | 30,932 | $1.05M | 0.00% | +926+3.1% | Added |
| Kendall Capital Management | 31,925 | $1.08M | 0.42% | +11,895+59.4% | Added |
| Holocene Advisors, LP | 32,079 | $1.09M | 0.00% | +32,079 | New |
| Texas Yale Capital Corp. | 32,829 | $1.11M | 0.05% | 00.0% | Unchanged |
| Raymond James & Associates | 34,781 | $1.18M | 0.00% | +11,306+48.2% | Added |
| Ruffer LLP | 35,000 | $1.18M | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 35,033 | $1.19M | 0.01% | −9,638−21.6% | Reduced |
| Legato Capital Management LLC | 36,322 | $1.23M | 0.16% | +1,534+4.4% | Added |
| Dean Capital Management | 36,322 | $1.23M | 0.76% | +1,534+4.4% | Added |
| Comerica Bank | 36,664 | $1.24M | 0.01% | −178−0.5% | Reduced |
| Quadrature Capital Ltd | 36,785 | $1.25M | 0.02% | +36,785 | New |
| CWA Asset Management Group, LLC | 37,397 | $1.27M | 0.09% | −234−0.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 37,486 | $1.27M | 0.03% | −4,185−10.0% | Reduced |
| Wells Fargo & Company | 38,930 | $1.32M | 0.00% | −2,726−6.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,953 | $1.32M | 0.15% | −40.0% | Reduced |
| Taylor Frigon Capital Management LLC | 39,176 | $1.33M | 0.67% | −148−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 39,193 | $1.33M | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 39,216 | $1.33M | 0.33% | −29,484−42.9% | Reduced |
| Yousif Capital Management, LLC | 39,304 | $1.33M | 0.02% | −745−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 39,396 | $1.33M | 0.00% | −8,482−17.7% | Reduced |
| Janus Henderson Group PLC | 39,496 | $1.34M | 0.00% | −76−0.2% | Reduced |
| Magnetar Financial LLC | 40,420 | $1.37M | 0.03% | +40,420 | New |