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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Federated Hermes, Inc. as of Mar 31, 2024. 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
- 316
- −4 vs. Q4 2023
- Shares held
- 64.2M
- +304.7K (+0.5%) vs. Q4 2023
- Total value
- $2.32B
- +$156.1M (+7.2%) vs. Q4 2023
- New holders
- 34
- 112 more added
- Sold out
- 38
- 122 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 390 | $3.67B |
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,577,679 | $309.8M | 0.01% | +45,214+0.5% | Added |
| BlackRock Inc. | 8,287,850 | $299.4M | 0.01% | +176,481+2.2% | Added |
| FMR LLC | 5,603,007 | $202.4M | 0.01% | +9,305+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,472,763 | $89.3M | 0.39% | +327,536+15.3% | Added |
| Dimensional Fund Advisors LP | 2,400,225 | $86.7M | 0.02% | −9,903−0.4% | Reduced |
| Invesco Ltd. | 2,289,019 | $82.7M | 0.02% | +267,012+13.2% | Added |
| State Street Corp | 1,843,835 | $66.6M | 0.00% | −6,903−0.4% | Reduced |
| Morgan Stanley | 1,495,135 | $54.0M | 0.00% | −242,264−13.9% | Reduced |
| Goldman Sachs Group Inc | 1,444,317 | $52.2M | 0.01% | +259,558+21.9% | Added |
| AQR Capital Management LLC | 1,428,391 | $51.3M | 0.09% | +349,503+32.4% | Added |
| Alliancebernstein L.P. | 1,116,752 | $40.3M | 0.01% | +1,021,367+1,070.8% | Added |
| Geode Capital Management, LLC | 1,110,094 | $40.1M | 0.00% | +13,740+1.3% | Added |
| Wellington Management Group LLP | 1,067,884 | $38.6M | 0.01% | −745,306−41.1% | Reduced |
| Citadel Advisors LLC | 1,040,070 | $37.6M | 0.04% | +833,017+402.3% | Added |
| Bank of New York Mellon Corp | 1,027,311 | $37.1M | 0.01% | −68,642−6.3% | Reduced |
| Millennium Management LLC | 959,292 | $34.6M | 0.03% | −576,676−37.5% | Reduced |
| Assenagon Asset Management S.A. | 817,234 | $29.5M | 0.08% | +817,234 | New |
| Two Sigma Investments, LP | 758,669 | $27.4M | 0.07% | −19,135−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 559,657 | $20.2M | 0.03% | −7,045−1.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 554,217 | $20.0M | 0.02% | +103,488+23.0% | Added |
| Two Sigma Advisers, LP | 538,200 | $19.4M | 0.05% | +35,600+7.1% | Added |
| Northern Trust Corp | 490,096 | $17.7M | 0.00% | −98,956−16.8% | Reduced |
| Sprott Inc. | 472,325 | $17.1M | 1.23% | +172,325+57.4% | Added |
| D. E. Shaw & Co., Inc. | 469,396 | $17.0M | 0.02% | −410,663−46.7% | Reduced |
| Charles Schwab Investment Management Inc | 467,356 | $16.9M | 0.00% | −11,652−2.4% | Reduced |
| Qube Research & Technologies Ltd | 441,822 | $16.0M | 0.03% | +175,895+66.1% | Added |
| HighTower Advisors, LLC | 439,999 | $15.9M | 0.03% | −15,442−3.4% | Reduced |
| Bank of America Corp | 425,721 | $15.4M | 0.00% | +9,060+2.2% | Added |
| Foundation Resource Management Inc | 418,573 | $15.1M | 2.37% | +3,994+1.0% | Added |
| Deutsche Bank AG | 410,025 | $14.8M | 0.01% | +124,995+43.9% | Added |
| Interval Partners, LP | 409,854 | $14.8M | 0.56% | +154,370+60.4% | Added |
| Royce & Associates LP | 377,732 | $13.6M | 0.12% | +11,792+3.2% | Added |
| Schonfeld Strategic Advisors LLC | 367,515 | $13.3M | 0.10% | +153,215+71.5% | Added |
| Schroder Investment Management Group | 340,982 | $12.3M | 0.01% | +87,158+34.3% | Added |
| Cambria Investment Management, L.P. | 338,610 | $12.2M | 0.73% | +69,246+25.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 332,550 | $12.0M | 0.04% | −12,200−3.5% | Reduced |
| Renaissance Technologies LLC | 301,600 | $10.9M | 0.02% | +10,100+3.5% | Added |
| Principal Financial Group Inc | 300,831 | $10.9M | 0.01% | −56,034−15.7% | Reduced |
| Azora Capital LP | 299,438 | $10.8M | 0.78% | +299,438 | New |
| Algebris (UK) Ltd | 305,401 | $10.2M | 4.54% | −44,448−12.7% | Reduced |
| Thrivent Financial for Lutherans | 274,801 | $9.93M | 0.02% | +4,130+1.5% | Added |
| Algert Global LLC | 260,662 | $9.42M | 0.37% | +30,071+13.0% | Added |
| JPMorgan Chase & Co | 253,288 | $9.15M | 0.00% | −167,742−39.8% | Reduced |
| Prospector Partners LLC | 240,546 | $8.69M | 1.01% | +3,335+1.4% | Added |
| Phase 2 Partners, LLC | 224,165 | $8.10M | 4.23% | +224,165 | New |
| Country Club Bank | 217,408 | $7.85M | 0.55% | +4,117+1.9% | Added |
| Norges Bank | 210,000 | $7.59M | 0.00% | −158,400−43.0% | Reduced |
| Man Group plc | 208,429 | $7.53M | 0.02% | +28,389+15.8% | Added |
| Barclays PLC | 205,145 | $7.41M | 0.00% | +76,241+59.1% | Added |
| Danske Bank A/S | 200,875 | $7.26M | 0.02% | +200,875 | New |
| Bridgewater Associates, LP | 192,333 | $6.95M | 0.04% | −29,665−13.4% | Reduced |
| UBS Group AG | 191,821 | $6.93M | 0.00% | +30,959+19.2% | Added |
| Credit Suisse AG | 190,591 | $6.88M | 0.01% | −163−0.1% | Reduced |
| Hourglass Capital, LLC | 186,118 | $6.72M | 2.03% | +20,004+12.0% | Added |
| Trexquant Investment LP | 173,114 | $6.25M | 0.12% | +3,418+2.0% | Added |
| Inlet Private Wealth, LLC | 164,500 | $5.94M | 1.66% | −400−0.2% | Reduced |
| Swiss National Bank | 161,717 | $5.84M | 0.00% | −3,600−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 153,931 | $5.56M | 0.07% | +73,190+90.6% | Added |
| Rhumbline Advisers | 152,668 | $5.51M | 0.01% | −5,689−3.6% | Reduced |
| Vestcor Inc | 146,319 | $5.29M | 0.18% | −3,356−2.2% | Reduced |
| Bank of Montreal | 139,632 | $5.06M | 0.00% | −271,799−66.1% | Reduced |
| Ameriprise Financial Inc | 137,670 | $4.97M | 0.00% | −17,058−11.0% | Reduced |
| New York State Teachers Retirement System | 135,948 | $4.91M | 0.01% | −896−0.7% | Reduced |
| Squarepoint Ops LLC | 135,373 | $4.89M | 0.02% | +65,345+93.3% | Added |
| Cubist Systematic Strategies, LLC | 133,116 | $4.81M | 0.05% | −224,902−62.8% | Reduced |
| Dean Investment Associates, LLC | 133,082 | $4.81M | 0.66% | +25,694+23.9% | Added |
| Continental Advisors LLC | 132,910 | $4.80M | 3.80% | +38,368+40.6% | Added |
| Clark Capital Management Group, Inc. | 132,766 | $4.80M | 0.04% | +39,370+42.2% | Added |
| Ledyard National Bank | 131,798 | $4.76M | 0.46% | −142,933−52.0% | Reduced |
| Teacher Retirement System of Texas | 131,407 | $4.75M | 0.03% | +96,374+275.1% | Added |
| BancorpSouth Bank | 124,159 | $4.48M | 0.33% | +1,289+1.0% | Added |
| Legal & General Group Plc | 119,089 | $4.30M | 0.00% | −999−0.8% | Reduced |
| Allianz Asset Management GmbH | 112,276 | $4.06M | 0.01% | +13,208+13.3% | Added |
| Murphy Pohlad Asset Management LLC | 110,056 | $3.98M | 1.56% | −26,872−19.6% | Reduced |
| Alpha Omega Wealth Management LLC | 109,812 | $3.97M | 0.74% | +1,289+1.2% | Added |
| American International Group, Inc. | 107,485 | $3.88M | 0.01% | −8,304−7.2% | Reduced |
| Retirement Systems of Alabama | 102,606 | $3.71M | 0.01% | −5,412−5.0% | Reduced |
| UBS Asset Management Americas Inc | 99,973 | $3.61M | 0.00% | −6,027−5.7% | Reduced |
| Tudor Investment Corp Et Al | 99,631 | $3.60M | 0.04% | −116,611−53.9% | Reduced |
| Alps Advisors Inc | 97,837 | $3.53M | 0.03% | +14,758+17.8% | Added |
| First Trust Advisors LP | 96,854 | $3.50M | 0.00% | +34,485+55.3% | Added |
| Vident Advisory, LLC | 93,522 | $3.38M | 0.07% | +81,798+697.7% | Added |
| Holocene Advisors, LP | 91,653 | $3.31M | 0.01% | +59,574+185.7% | Added |
| Gamco Investors, Inc. Et Al | 91,200 | $3.29M | 0.03% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 89,036 | $3.22M | 0.40% | +89,036 | New |
| Panagora Asset Management Inc | 87,079 | $3.15M | 0.02% | −10,077−10.4% | Reduced |
| Great West Life Assurance Co | 85,266 | $3.08M | 0.01% | −1,615,863−95.0% | Reduced |
| Voloridge Investment Management, LLC | 82,951 | $3.00M | 0.01% | −200,376−70.7% | Reduced |
| State of New Jersey Common Pension Fund D | 80,312 | $2.90M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 69,814 | $2.80M | 0.01% | +30,621+78.1% | Added |
| California State Teachers Retirement System | 73,696 | $2.66M | 0.00% | −1,024−1.4% | Reduced |
| Maltese Capital Management LLC | 72,600 | $2.62M | 0.51% | −11,800−14.0% | Reduced |
| Texas Permanent School Fund | 71,511 | $2.58M | 0.02% | −2,993−4.0% | Reduced |
| Gsa Capital Partners LLP | 70,497 | $2.55M | 0.20% | +676+1.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 69,978 | $2.53M | 0.58% | −5,539−7.3% | Reduced |
| Manufacturers Life Insurance Company, The | 69,599 | $2.51M | 0.00% | +762+1.1% | Added |
| Moran Wealth Management, LLC | 66,982 | $2.42M | 0.08% | +3,537+5.6% | Added |
| S&T Bank | 66,279 | $2.39M | 0.46% | −2,944−4.3% | Reduced |
| Walleye Capital LLC | 65,913 | $2.38M | 0.03% | +1,868+2.9% | Added |
| Duality Advisers, LP | 65,132 | $2.35M | 0.23% | −8,021−11.0% | Reduced |