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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 62,369 | $2.11M | 0.00% | −41,070−39.7% | Reduced |
| HRT Financial LP | 61,298 | $2.08M | 0.02% | +54,796+842.8% | Added |
| Point72 Hong Kong Ltd | 60,876 | $2.06M | 0.13% | +60,876 | New |
| Truist Financial Corp | 58,748 | $1.99M | 0.00% | +65+0.1% | Added |
| Jump Financial, LLC | 57,100 | $1.93M | 0.06% | +17,926+45.8% | Added |
| CSM Advisors, LLC | 55,303 | $1.87M | 0.13% | +68+0.1% | Added |
| Mutual of America Capital Management LLC | 53,374 | $1.81M | 0.02% | −4,066−7.1% | Reduced |
| Jane Street Group, LLC | 52,409 | $1.77M | 0.00% | +12,868+32.5% | Added |
| Quantbot Technologies LP | 49,807 | $1.69M | 0.10% | +39,574+386.7% | Added |
| Congress Asset Management Co | 49,684 | $1.68M | 0.01% | +178+0.4% | Added |
| Janney Montgomery Scott LLC | 48,852 | $1.65M | 0.01% | −383−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 48,636 | $1.65M | 0.15% | +40,800+520.7% | Added |
| State of Tennessee, Treasury Department | 48,000 | $1.63M | 0.01% | +9,600+25.0% | Added |
| Capital Fund Management S.A. | 47,447 | $1.61M | 0.02% | +47,447 | New |
| Cipher Capital LP | 47,443 | $1.61M | 0.52% | +22,502+90.2% | Added |
| MetLife Investment Management | 46,953 | $1.59M | 0.01% | −1,892−3.9% | Reduced |
| Brevan Howard Capital Management LP | 46,728 | $1.58M | 0.16% | +46,728 | New |
| Radnor Capital Management, LLC | 46,585 | $1.58M | 0.29% | −4,350−8.5% | Reduced |
| Nebula Research & Development LLC | 45,477 | $1.54M | 0.46% | +16,923+59.3% | Added |
| Quest Partners LLC | 43,807 | $1.48M | 0.32% | +43,807 | New |
| Amalgamated Bank | 42,802 | $1.45M | 0.01% | +145+0.3% | Added |
| Palisade Asset Management, LLC | 41,040 | $1.39M | 0.15% | 00.0% | Unchanged |
| Magnetar Financial LLC | 40,420 | $1.37M | 0.03% | +40,420 | New |
| Janus Henderson Group PLC | 39,496 | $1.34M | 0.00% | −76−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 39,396 | $1.33M | 0.00% | −8,482−17.7% | Reduced |
| Yousif Capital Management, LLC | 39,304 | $1.33M | 0.02% | −745−1.9% | Reduced |
| Qsemble Capital Management, LP | 39,216 | $1.33M | 0.33% | −29,484−42.9% | Reduced |
| State Board of Administration of Florida Retirement System | 39,193 | $1.33M | 0.00% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 39,176 | $1.33M | 0.67% | −148−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,953 | $1.32M | 0.15% | −40.0% | Reduced |
| Wells Fargo & Company | 38,930 | $1.32M | 0.00% | −2,726−6.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 37,486 | $1.27M | 0.03% | −4,185−10.0% | Reduced |
| CWA Asset Management Group, LLC | 37,397 | $1.27M | 0.09% | −234−0.6% | Reduced |
| Quadrature Capital Ltd | 36,785 | $1.25M | 0.02% | +36,785 | New |
| Comerica Bank | 36,664 | $1.24M | 0.01% | −178−0.5% | 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 |
| Teacher Retirement System of Texas | 35,033 | $1.19M | 0.01% | −9,638−21.6% | Reduced |
| Ruffer LLP | 35,000 | $1.18M | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 34,781 | $1.18M | 0.00% | +11,306+48.2% | Added |
| Texas Yale Capital Corp. | 32,829 | $1.11M | 0.05% | 00.0% | Unchanged |
| Holocene Advisors, LP | 32,079 | $1.09M | 0.00% | +32,079 | New |
| Kendall Capital Management | 31,925 | $1.08M | 0.42% | +11,895+59.4% | Added |
| Baird Financial Group, Inc. | 30,932 | $1.05M | 0.00% | +926+3.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 30,727 | $1.04M | 0.00% | +14,857+93.6% | Added |
| Staley Capital Advisers Inc | 30,017 | $1.02M | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 30,000 | $1.02M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 29,855 | $1.01M | 0.00% | −634−2.1% | Reduced |
| Price T Rowe Associates Inc | 29,300 | $993.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 28,969 | $981.0K | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 28,933 | $979.7K | 0.01% | +17,418+151.3% | Added |
| Cornercap Investment Counsel Inc | 28,224 | $955.7K | 0.16% | +16,181+134.4% | Added |
| Graham Capital Management, L.P. | 26,325 | $891.4K | 0.03% | −73,100−73.5% | Reduced |
| Pearl River Capital, LLC | 26,221 | $887.8K | 0.14% | +5,880+28.9% | Added |
| Verition Fund Management LLC | 25,890 | $876.6K | 0.01% | +8,928+52.6% | Added |
| O'Shaughnessy Asset Management, LLC | 25,505 | $863.6K | 0.01% | −12,525−32.9% | Reduced |
| HSBC Holdings PLC | 24,879 | $838.4K | 0.00% | −10,043−28.8% | Reduced |
| Oregon Public Employees Retirement Fund | 24,332 | $823.9K | 0.01% | −400−1.6% | Reduced |
| Louisiana State Employees Retirement System | 24,200 | $819.4K | 0.02% | −800−3.2% | Reduced |
| Balyasny Asset Management LLC | 24,179 | $818.7K | 0.00% | −803,079−97.1% | Reduced |
| Ensign Peak Advisors, Inc | 23,830 | $806.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,446 | $793.9K | 0.01% | −766−3.2% | Reduced |
| FORA Capital, LLC | 23,417 | $792.9K | 0.07% | +23,417 | New |
| Wedge Capital Management L L P | 23,321 | $789.6K | 0.01% | +2,432+11.6% | Added |
| American Century Companies Inc | 23,177 | $784.8K | 0.00% | +81+0.4% | Added |
| Envestnet Asset Management Inc | 22,777 | $771.2K | 0.00% | +2,523+12.5% | Added |
| Creative Planning | 22,599 | $765.2K | 0.00% | −4,515−16.7% | Reduced |
| Acadian Asset Management LLC | 22,607 | $762.0K | 0.00% | +22,593+161,378.6% | Added |
| Royal Bank of Canada | 22,290 | $755.0K | 0.00% | −23,938−51.8% | Reduced |
| BNP Paribas Arbitrage, SA | 21,628 | $732.3K | 0.00% | +11,396+111.4% | Added |
| McMahon Financial Advisors, LLC | 21,150 | $716.1K | 0.20% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $711.1K | 0.16% | −22,400−51.6% | Reduced |
| State of Michigan Retirement System | 20,676 | $700.1K | 0.00% | −400−1.9% | Reduced |
| Petrus Trust Company, LTA | 20,269 | $686.3K | 0.07% | +20,269 | New |
| Pacer Advisors, Inc. | 19,860 | $672.5K | 0.00% | +9,741+96.3% | Added |
| Unison Advisors LLC | 19,518 | $660.9K | 0.07% | +158+0.8% | Added |
| XTX Topco Ltd | 19,403 | $657.0K | 0.14% | +19,403 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,274 | $652.6K | 0.00% | +6,521+51.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,188 | $649.7K | 0.02% | −393−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 19,043 | $644.8K | 0.02% | −1,121−5.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,031 | $644.4K | 0.00% | +1,153+6.4% | Added |
| Exchange Traded Concepts, LLC | 18,158 | $614.8K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 17,953 | $608.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 17,806 | $602.9K | 0.00% | +1,076+6.4% | Added |
| Capital City Trust Co | 17,705 | $599.5K | 0.18% | +169+1.0% | Added |
| 1620 Investment Advisors, Inc. | 17,667 | $598.2K | 0.66% | −31−0.2% | Reduced |
| Prana Capital Management, LP | 17,607 | $596.2K | 0.04% | −44,210−71.5% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $586.0K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,000 | $575.6K | 0.05% | +17,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 16,925 | $573.1K | 0.00% | +2,498+17.3% | Added |
| JustInvest LLC | 16,849 | $570.5K | 0.01% | +4,570+37.2% | Added |
| Atom Investors LP | 16,545 | $560.2K | 0.10% | +16,545 | New |
| Nisa Investment Advisors, LLC | 16,404 | $555.4K | 0.00% | −2,000−10.9% | Reduced |
| Rodgers Brothers Inc. | 16,275 | $551.1K | 0.09% | 00.0% | Unchanged |
| LPL Financial LLC | 15,769 | $533.9K | 0.00% | +2,510+18.9% | Added |
| Ritholtz Wealth Management | 15,249 | $516.3K | 0.02% | −5,712−27.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,901 | $505.0K | 0.05% | −1,689−10.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,741 | $499.1K | 0.04% | +255+1.8% | Added |
| Sciencast Management LP | 14,637 | $495.6K | 0.27% | −21,758−59.8% | Reduced |
| Aigen Investment Management, LP | 14,430 | $488.6K | 0.09% | +14,430 | New |