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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 455,441 | $15.4M | 0.03% | +656+0.1% | Added |
| Charles Schwab Investment Management Inc | 479,008 | $16.2M | 0.00% | +1,296+0.3% | Added |
| Two Sigma Advisers, LP | 502,600 | $17.0M | 0.04% | +168,900+50.6% | Added |
| Commonwealth Equity Services, LLC | 566,702 | $19.2M | 0.04% | +1850.0% | Added |
| Northern Trust Corp | 589,052 | $19.9M | 0.00% | +23,251+4.1% | Added |
| Two Sigma Investments, LP | 777,804 | $26.3M | 0.06% | +168,607+27.7% | Added |
| D. E. Shaw & Co., Inc. | 880,059 | $29.8M | 0.04% | +548,294+165.3% | Added |
| AQR Capital Management LLC | 1,078,888 | $36.5M | 0.07% | +277,445+34.6% | Added |
| Bank of New York Mellon Corp | 1,095,953 | $37.1M | 0.01% | −295,156−21.2% | Reduced |
| Geode Capital Management, LLC | 1,096,354 | $37.1M | 0.00% | +22,553+2.1% | Added |
| Goldman Sachs Group Inc | 1,184,759 | $40.1M | 0.01% | +335,737+39.5% | Added |
| Millennium Management LLC | 1,535,968 | $52.0M | 0.05% | +111,312+7.8% | Added |
| Great West Life Assurance Co | 1,701,129 | $57.3M | 0.13% | −252,278−12.9% | Reduced |
| Morgan Stanley | 1,737,399 | $58.8M | 0.01% | +686,891+65.4% | Added |
| Wellington Management Group LLP | 1,813,190 | $61.4M | 0.01% | +673,496+59.1% | Added |
| State Street Corp | 1,850,738 | $62.7M | 0.00% | +55,161+3.1% | Added |
| Invesco Ltd. | 2,022,007 | $68.5M | 0.02% | −897,991−30.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,145,227 | $72.6M | 0.37% | +916,209+74.5% | Added |
| Dimensional Fund Advisors LP | 2,410,128 | $81.6M | 0.02% | +49,928+2.1% | Added |
| FMR LLC | 5,593,702 | $189.4M | 0.01% | +560,644+11.1% | Added |
| BlackRock Inc. | 8,111,369 | $274.7M | 0.01% | −94,456−1.2% | Reduced |
| Vanguard Group Inc | 8,532,465 | $288.9M | 0.01% | −35,896−0.4% | Reduced |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −657,858−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −439,460−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −279,403−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −241,837−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −227,905−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −83,700−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −50,561−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −38,857−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −35,892−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −29,898−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −29,022−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −21,590−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −13,963−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,105−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −6,351−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,184−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |