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 |
|---|---|---|---|---|---|
| National Bank of Canada | 14,030 | $473.7K | 0.00% | +3,165+29.1% | Added |
| Centiva Capital, LP | 13,458 | $455.7K | 0.03% | +13,458 | New |
| Cubic Asset Management, LLC | 13,337 | $451.6K | 0.12% | +35+0.3% | Added |
| SEI Investments Co | 12,778 | $432.7K | 0.00% | +1,200+10.4% | Added |
| Capstone Investment Advisors, LLC | 12,702 | $430.1K | 0.01% | −3,341−20.8% | Reduced |
| Diversified Trust Co | 12,458 | $421.8K | 0.01% | +6,249+100.6% | Added |
| Neuberger Berman Group LLC | 11,946 | $404.5K | 0.00% | −8,537−41.7% | Reduced |
| Vise Technologies, Inc. | 11,923 | $403.7K | 0.09% | +3,467+41.0% | Added |
| South Dakota Investment Council | 11,896 | $403.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 11,776 | $398.7K | 0.30% | +11,776 | New |
| Vident Advisory, LLC | 11,724 | $397.0K | 0.01% | +3,504+42.6% | Added |
| Fox Run Management, L.L.C. | 11,713 | $396.6K | 0.10% | −2,894−19.8% | Reduced |
| DMG Group, LLC | 11,337 | $383.9K | 0.36% | −669−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 11,308 | $382.9K | 0.00% | −2,954−20.7% | Reduced |
| Federated Hermes, Inc. | 10,848 | $367.3K | 0.00% | −1,395−11.4% | Reduced |
| Walleye Trading LLC | 10,796 | $365.6K | 0.01% | +10,796 | New |
| Public Employees Retirement Association of Colorado | 10,726 | $363.0K | 0.00% | −68−0.6% | Reduced |
| First National Trust Co | 10,698 | $362.2K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 10,514 | $356.0K | 0.00% | −179−1.7% | Reduced |
| Wealthcare Advisory Partners LLC | 10,425 | $353.0K | 0.01% | +10.0% | Added |
| FJ Capital Management LLC | 10,310 | $349.1K | 0.04% | +10,310 | New |
| Inceptionr LLC | 10,133 | $343.1K | 0.24% | +10,133 | New |
| Axq Capital, LP | 9,966 | $337.4K | 0.09% | +9,966 | New |
| Guggenheim Capital LLC | 9,894 | $335.0K | 0.00% | +9,894 | New |
| State of Alaska, Department of Revenue | 9,541 | $323.0K | 0.00% | −1,030−9.7% | Reduced |
| Pictet Asset Management Holding SA | 9,537 | $322.9K | 0.00% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 9,450 | $320.0K | 0.12% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 9,315 | $315.4K | 0.21% | −6,780−42.1% | Reduced |
| DGS Capital Management, LLC | 9,258 | $313.5K | 0.12% | +584+6.7% | Added |
| First Hawaiian Bank | 9,050 | $306.4K | 0.01% | −1,720−16.0% | Reduced |
| Cim Investment Mangement Inc | 8,839 | $299.3K | 0.10% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,671 | $293.6K | 0.00% | −199−2.2% | Reduced |
| Pathstone Holdings, LLC | 8,670 | $293.6K | 0.00% | +8,670 | New |
| Raymond James Financial Services Advisors, Inc. | 8,515 | $288.3K | 0.00% | +943+12.5% | Added |
| State of Wisconsin Investment Board | 7,955 | $269.4K | 0.00% | −1,657−17.2% | Reduced |
| MQS Management LLC | 7,820 | $264.8K | 0.15% | +7,820 | New |
| Busey Wealth Management | 7,768 | $263.0K | 0.01% | −3,414−30.5% | Reduced |
| Virtus Investment Advisers, Inc. | 7,549 | $255.6K | 0.19% | 00.0% | Unchanged |
| Xponance, Inc. | 7,331 | $248.2K | 0.00% | −102−1.4% | Reduced |
| MBM Wealth Consultants, LLC | 6,951 | $247.5K | 0.09% | +6,951 | New |
| Securian Asset Management, Inc | 7,278 | $246.4K | 0.01% | −154−2.1% | Reduced |
| James Investment Research Inc | 7,198 | $243.7K | 0.03% | 00.0% | Unchanged |
| 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 |
| IMS Capital Management | 6,888 | $233.2K | 0.11% | −1,261−15.5% | Reduced |
| Teza Capital Management LLC | 6,764 | $229.0K | 0.04% | +6,764 | New |
| Glenmede Trust Co NA | 6,750 | $228.6K | 0.00% | −5,750−46.0% | Reduced |
| State of Wyoming | 6,457 | $218.6K | 0.04% | +7+0.1% | Added |
| Eqis Capital Management, Inc. | 6,260 | $212.0K | 0.02% | −237−3.6% | Reduced |
| Cape Investment Advisory, Inc. | 5,840 | $197.7K | 0.10% | −60−1.0% | Reduced |
| EMC Capital Management | 5,304 | $180.0K | 0.12% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,833 | $163.6K | 0.00% | −2,242−31.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,300 | $145.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,252 | $144.0K | 0.04% | +4,252 | New |
| EntryPoint Capital, LLC | 4,229 | $143.2K | 0.14% | +4,229 | New |
| JJJ Advisors Inc. | 3,891 | $131.8K | 0.03% | +176+4.7% | Added |
| SG Americas Securities, LLC | 3,793 | $128.0K | 0.00% | +3,793 | New |
| Tower Research Capital LLC (TRC) | 3,714 | $125.8K | 0.00% | −9,410−71.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,708 | $92.0K | 0.00% | +507+23.0% | Added |
| Parallel Advisors, LLC | 2,187 | $74.1K | 0.00% | +414+23.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,956 | $66.2K | 0.00% | −16,295−89.3% | Reduced |
| TD Private Client Wealth LLC | 1,948 | $66.0K | 0.00% | +926+90.6% | Added |
| KBC Group NV | 1,784 | $60.0K | 0.00% | +686+62.5% | Added |
| City State Bank | 1,674 | $57.0K | 0.03% | −647−27.9% | Reduced |
| Central Trust Co | 1,520 | $51.5K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,416 | $48.0K | 0.11% | +1,224+637.5% | Added |
| Signaturefd, LLC | 1,382 | $46.8K | 0.00% | +548+65.7% | Added |
| IFP Advisors, Inc | 1,173 | $39.7K | 0.00% | +768+189.6% | Added |
| Umb Bank N A | 1,140 | $38.6K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,052 | $36.0K | 0.00% | −18,411−94.6% | Reduced |
| Virtus Fund Advisers, LLC | 1,054 | $35.7K | 0.22% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,041 | $35.2K | 0.01% | +712+216.4% | Added |
| Gladius Capital Management LP | 950 | $32.2K | 0.02% | −117−11.0% | Reduced |
| Lazard Asset Management LLC | 899 | $30.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 826 | $28.0K | 0.02% | +4+0.5% | Added |
| Quadrant Capital Group LLC | 757 | $25.6K | 0.00% | −353−31.8% | Reduced |
| Fifth Third Bancorp | 739 | $25.0K | 0.00% | +307+71.1% | Added |
| Principal Securities, Inc. | 721 | $24.4K | 0.00% | +721 | New |
| WealthCollab, LLC | 661 | $22.4K | 0.02% | +661 | New |
| Global Retirement Partners, LLC | 612 | $21.5K | 0.00% | +79+14.8% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $21.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 534 | $18.1K | 0.00% | +534 | New |
| Baystate Wealth Management LLC | 519 | $17.6K | 0.00% | +5+1.0% | Added |
| Quarry LP | 364 | $12.3K | 0.01% | +364 | New |
| Hillsdale Investment Management Inc. | 330 | $11.2K | 0.00% | −14,800−97.8% | Reduced |
| Kelly Financial Services LLC | 321 | $10.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 285 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 257 | $9.00K | 0.01% | +43+20.1% | Added |
| Richardson Financial Services Inc. | 263 | $8.90K | 0.01% | +263 | New |
| Parkside Financial Bank & Trust | 203 | $6.87K | 0.00% | +42+26.1% | Added |
| GAMMA Investing LLC | 158 | $5.52K | 0.00% | +158 | New |
| Harbour Investments, Inc. | 162 | $5.49K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 148 | $5.00K | 0.00% | −451−75.3% | Reduced |
| Farther Finance Advisors, LLC | 143 | $4.84K | 0.00% | −16−10.1% | Reduced |
| Hollencrest Capital Management | 140 | $4.74K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $4.71K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 126 | $4.00K | 0.00% | −79−38.5% | Reduced |
| Headlands Technologies LLC | 117 | $3.96K | 0.00% | −772−86.8% | Reduced |
| Assetmark, Inc | 114 | $3.86K | 0.00% | +40+54.1% | Added |