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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 41,040 | $1.39M | 0.15% | 00.0% | Unchanged |
| Amalgamated Bank | 42,802 | $1.45M | 0.01% | +145+0.3% | Added |
| Quest Partners LLC | 43,807 | $1.48M | 0.32% | +43,807 | New |
| Nebula Research & Development LLC | 45,477 | $1.54M | 0.46% | +16,923+59.3% | Added |
| Radnor Capital Management, LLC | 46,585 | $1.58M | 0.29% | −4,350−8.5% | Reduced |
| Brevan Howard Capital Management LP | 46,728 | $1.58M | 0.16% | +46,728 | New |
| MetLife Investment Management | 46,953 | $1.59M | 0.01% | −1,892−3.9% | Reduced |
| Cipher Capital LP | 47,443 | $1.61M | 0.52% | +22,502+90.2% | Added |
| Capital Fund Management S.A. | 47,447 | $1.61M | 0.02% | +47,447 | New |
| State of Tennessee, Treasury Department | 48,000 | $1.63M | 0.01% | +9,600+25.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,636 | $1.65M | 0.15% | +40,800+520.7% | Added |
| Janney Montgomery Scott LLC | 48,852 | $1.65M | 0.01% | −383−0.8% | Reduced |
| Congress Asset Management Co | 49,684 | $1.68M | 0.01% | +178+0.4% | Added |
| Quantbot Technologies LP | 49,807 | $1.69M | 0.10% | +39,574+386.7% | Added |
| Jane Street Group, LLC | 52,409 | $1.77M | 0.00% | +12,868+32.5% | Added |
| Mutual of America Capital Management LLC | 53,374 | $1.81M | 0.02% | −4,066−7.1% | Reduced |
| CSM Advisors, LLC | 55,303 | $1.87M | 0.13% | +68+0.1% | Added |
| Jump Financial, LLC | 57,100 | $1.93M | 0.06% | +17,926+45.8% | Added |
| Truist Financial Corp | 58,748 | $1.99M | 0.00% | +65+0.1% | Added |
| Point72 Hong Kong Ltd | 60,876 | $2.06M | 0.13% | +60,876 | New |
| HRT Financial LP | 61,298 | $2.08M | 0.02% | +54,796+842.8% | Added |
| First Trust Advisors LP | 62,369 | $2.11M | 0.00% | −41,070−39.7% | Reduced |
| Moran Wealth Management, LLC | 63,445 | $2.15M | 0.08% | +2,788+4.6% | Added |
| Walleye Capital LLC | 64,045 | $2.17M | 0.03% | +37,937+145.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 66,299 | $2.25M | 0.06% | −247,016−78.8% | Reduced |
| Advisors Preferred, LLC | 68,338 | $2.31M | 0.38% | +68,338 | New |
| Manufacturers Life Insurance Company, The | 68,837 | $2.33M | 0.00% | −142,180−67.4% | Reduced |
| S&T Bank | 69,223 | $2.34M | 0.43% | −1,739−2.5% | Reduced |
| Gsa Capital Partners LLP | 69,821 | $2.36M | 0.20% | +38,630+123.8% | Added |
| Squarepoint Ops LLC | 70,028 | $2.37M | 0.01% | +22,899+48.6% | Added |
| Duality Advisers, LP | 73,153 | $2.48M | 0.26% | +73,153 | New |
| Texas Permanent School Fund | 74,504 | $2.52M | 0.02% | −476−0.6% | Reduced |
| California State Teachers Retirement System | 74,720 | $2.53M | 0.00% | −472−0.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 75,517 | $2.56M | 0.66% | −3,097,003−97.6% | Reduced |
| Marshall Wace, LLP | 77,000 | $2.61M | 0.00% | +23,300+43.4% | Added |
| State of New Jersey Common Pension Fund D | 80,312 | $2.72M | 0.01% | +10,727+15.4% | Added |
| Dark Forest Capital Management LP | 80,540 | $2.73M | 0.41% | +80,540 | New |
| ExodusPoint Capital Management, LP | 80,741 | $2.73M | 0.03% | −67,789−45.6% | Reduced |
| Alps Advisors Inc | 83,079 | $2.81M | 0.02% | +11,686+16.4% | Added |
| Maltese Capital Management LLC | 84,400 | $2.86M | 0.80% | −19,100−18.5% | Reduced |
| Aquatic Capital Management LLC | 85,100 | $2.88M | 0.07% | +51,300+151.8% | Added |
| Campbell & CO Investment Adviser LLC | 85,744 | $2.90M | 0.26% | +65,742+328.7% | Added |
| Gamco Investors, Inc. Et Al | 91,200 | $3.09M | 0.03% | +300+0.3% | Added |
| Clark Capital Management Group, Inc. | 93,396 | $3.16M | 0.03% | +44,517+91.1% | Added |
| Continental Advisors LLC | 94,542 | $3.20M | 2.89% | +8,000+9.2% | Added |
| Alliancebernstein L.P. | 95,385 | $3.23M | 0.00% | −278,981−74.5% | Reduced |
| Panagora Asset Management Inc | 97,156 | $3.29M | 0.02% | −1,987−2.0% | Reduced |
| Allianz Asset Management GmbH | 99,068 | $3.35M | 0.01% | +366+0.4% | Added |
| UBS Asset Management Americas Inc | 106,000 | $3.59M | 0.00% | −315−0.3% | Reduced |
| Dean Investment Associates, LLC | 107,388 | $3.64M | 0.52% | +20,499+23.6% | Added |
| Retirement Systems of Alabama | 108,018 | $3.66M | 0.02% | −2,216−2.0% | Reduced |
| Alpha Omega Wealth Management LLC | 108,523 | $3.67M | 0.61% | +170.0% | Added |
| American International Group, Inc. | 115,789 | $3.92M | 0.02% | −7,852−6.4% | Reduced |
| Legal & General Group Plc | 120,088 | $4.07M | 0.00% | −2,964−2.4% | Reduced |
| Susquehanna International Group, LLP | 121,981 | $4.13M | 0.01% | +107,899+766.2% | Added |
| Knights of Columbus Asset Advisors LLC | 122,796 | $4.16M | 0.27% | +29,930+32.2% | Added |
| BancorpSouth Bank | 122,870 | $4.16M | 0.34% | +360.0% | Added |
| Barclays PLC | 128,904 | $4.36M | 0.00% | +128,229+18,996.9% | Added |
| New York State Teachers Retirement System | 136,844 | $4.63M | 0.01% | −678−0.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 136,928 | $4.64M | 1.92% | −28,363−17.2% | Reduced |
| Vestcor Inc | 149,675 | $5.07M | 0.17% | −1,500−1.0% | Reduced |
| Ameriprise Financial Inc | 154,728 | $5.24M | 0.00% | +12,394+8.7% | Added |
| Rhumbline Advisers | 158,357 | $5.36M | 0.01% | −4,221−2.6% | Reduced |
| UBS Group AG | 160,862 | $5.45M | 0.00% | +96,060+148.2% | Added |
| Inlet Private Wealth, LLC | 164,900 | $5.58M | 1.71% | −8,700−5.0% | Reduced |
| Swiss National Bank | 165,317 | $5.60M | 0.00% | −21,600−11.6% | Reduced |
| Hourglass Capital, LLC | 166,114 | $5.62M | 1.81% | +25,730+18.3% | Added |
| Trexquant Investment LP | 169,696 | $5.75M | 0.13% | +107,146+171.3% | Added |
| Man Group plc | 180,040 | $6.10M | 0.02% | – | – |
| Twinbeech Capital LP | 180,694 | $6.12M | 0.10% | +180,694 | New |
| Credit Suisse AG | 190,754 | $6.46M | 0.01% | +38,207+25.0% | Added |
| Engineers Gate Manager LP | 205,148 | $6.95M | 0.20% | +153,665+298.5% | Added |
| Citadel Advisors LLC | 207,053 | $7.01M | 0.01% | −1,637,209−88.8% | Reduced |
| Country Club Bank | 213,291 | $7.24M | 0.55% | −4,327−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 214,300 | $7.26M | 0.06% | −263,794−55.2% | Reduced |
| Tudor Investment Corp Et Al | 216,242 | $7.32M | 0.10% | +216,242 | New |
| Bridgewater Associates, LP | 221,998 | $7.52M | 0.04% | +55,035+33.0% | Added |
| Algert Global LLC | 230,591 | $7.81M | 0.31% | +22,868+11.0% | Added |
| Prospector Partners LLC | 237,211 | $8.03M | 1.01% | +1,595+0.7% | Added |
| Schroder Investment Management Group | 253,824 | $8.59M | 0.01% | −137,684−35.2% | Reduced |
| Interval Partners, LP | 255,484 | $8.65M | 0.38% | +21,195+9.0% | Added |
| Qube Research & Technologies Ltd | 265,927 | $9.00M | 0.02% | +223,869+532.3% | Added |
| Cambria Investment Management, L.P. | 269,364 | $9.12M | 0.63% | +33,182+14.0% | Added |
| Thrivent Financial for Lutherans | 270,671 | $9.16M | 0.02% | −955,854−77.9% | Reduced |
| Ledyard National Bank | 274,731 | $9.30M | 0.96% | −9,077−3.2% | Reduced |
| Voloridge Investment Management, LLC | 283,327 | $9.59M | 0.04% | +178,495+170.3% | Added |
| Deutsche Bank AG | 285,030 | $9.65M | 0.00% | +268,965+1,674.2% | Added |
| Renaissance Technologies LLC | 291,500 | $9.87M | 0.02% | +273,900+1,556.3% | Added |
| Sprott Inc. | 300,000 | $10.2M | 0.91% | +15,000+5.3% | Added |
| Algebris (UK) Ltd | 349,849 | $10.7M | 5.60% | +79,249+29.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 344,750 | $11.7M | 0.04% | +33,710+10.8% | Added |
| Principal Financial Group Inc | 356,865 | $12.1M | 0.01% | +5,636+1.6% | Added |
| Cubist Systematic Strategies, LLC | 358,018 | $12.1M | 0.15% | +353,643+8,083.3% | Added |
| Royce & Associates LP | 365,940 | $12.4M | 0.11% | +29,940+8.9% | Added |
| Norges Bank | 368,400 | $12.5M | 0.00% | +215,200+140.5% | Added |
| Foundation Resource Management Inc | 414,579 | $14.0M | 2.24% | +6,482+1.6% | Added |
| Bank of Montreal | 411,431 | $14.1M | 0.01% | +403,210+4,904.6% | Added |
| Bank of America Corp | 416,661 | $14.1M | 0.00% | +65,246+18.6% | Added |
| JPMorgan Chase & Co | 421,030 | $14.3M | 0.00% | +93,063+28.4% | Added |
| Arrowstreet Capital, Limited Partnership | 450,729 | $15.3M | 0.02% | +143,821+46.9% | Added |