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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 2 | $72 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $90 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 6 | $217 | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 8 | $289 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $687 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 22 | $795 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 27 | $976 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $983 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.01K | 0.00% | +6+27.3% | Added |
| First Horizon Advisors, Inc. | 38 | $1.38K | 0.00% | +11+40.7% | Added |
| Farmers & Merchants Investments Inc | 39 | $1.41K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $1.81K | 0.00% | +50 | New |
| Huntington National Bank | 51 | $1.84K | 0.00% | +51 | New |
| Private Wealth Management Group, LLC | 68 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.56K | 0.00% | +15+26.8% | Added |
| LGT Financial Advisors LLC | 74 | $2.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $2.78K | 0.00% | +10+14.9% | Added |
| IFP Advisors, Inc | 99 | $3.58K | 0.00% | −1,074−91.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $3.61K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 108 | $3.90K | 0.00% | +100+1,250.0% | Added |
| Bessemer Group Inc | 121 | $4.00K | 0.00% | −5−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 149 | $4.89K | 0.00% | +149 | New |
| CWM, LLC | 133 | $5.00K | 0.00% | +46+52.9% | Added |
| Rosenberg Matthew Hamilton | 139 | $5.02K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $5.16K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $5.85K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 187 | $6.75K | 0.00% | +187 | New |
| WR Wealth Planners, LLC | 203 | $7.33K | 0.00% | +203 | New |
| Parkside Financial Bank & Trust | 204 | $7.37K | 0.00% | +1+0.5% | Added |
| GAMMA Investing LLC | 239 | $8.63K | 0.00% | +81+51.3% | Added |
| Covestor Ltd | 264 | $10.0K | 0.01% | +7+2.7% | Added |
| NBC Securities, Inc. | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 321 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 330 | $11.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 335 | $12.1K | 0.00% | +335 | New |
| Richardson Financial Services Inc. | 354 | $12.8K | 0.01% | +91+34.6% | Added |
| Rise Advisors, LLC | 372 | $13.4K | 0.01% | +372 | New |
| Quarry LP | 415 | $15.0K | 0.01% | +51+14.0% | Added |
| Smartleaf Asset Management LLC | 525 | $18.7K | 0.00% | +525 | New |
| Hazlett, Burt & Watson, Inc. | 615 | $22.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 641 | $23.2K | 0.00% | +29+4.7% | Added |
| Quadrant Capital Group LLC | 691 | $25.0K | 0.00% | −66−8.7% | Reduced |
| Proequities, Inc. | 719 | $26.0K | 0.00% | +719 | New |
| Fifth Third Bancorp | 739 | $26.7K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 816 | $29.0K | 0.00% | −11,080−93.1% | Reduced |
| Headlands Technologies LLC | 828 | $29.9K | 0.01% | +711+607.7% | Added |
| S.A. Mason LLC | 831 | $30.0K | 0.02% | +5+0.6% | Added |
| Van Eck Associates Corp | 897 | $32.0K | 0.00% | −155−14.7% | Reduced |
| Principal Securities, Inc. | 992 | $35.8K | 0.00% | +271+37.6% | Added |
| Gladius Capital Management LP | 993 | $35.9K | 0.04% | +43+4.5% | Added |
| WealthCollab, LLC | 1,112 | $40.2K | 0.03% | +451+68.2% | Added |
| Umb Bank N A | 1,140 | $41.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,358 | $49.1K | 0.01% | +317+30.5% | Added |
| Virtus Fund Advisers, LLC | 1,394 | $50.4K | 0.18% | +340+32.3% | Added |
| Central Trust Co | 1,520 | $54.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,552 | $56.0K | 0.00% | −5,448−77.8% | Reduced |
| City State Bank | 1,674 | $60.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 1,784 | $64.0K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 2,100 | $75.9K | 0.05% | +2,100 | New |
| Signaturefd, LLC | 2,204 | $79.6K | 0.00% | +822+59.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,405 | $86.9K | 0.00% | +449+23.0% | Added |
| Parallel Advisors, LLC | 2,654 | $95.9K | 0.00% | +467+21.4% | Added |
| TD Private Client Wealth LLC | 2,728 | $98.5K | 0.00% | +780+40.0% | Added |
| Acadian Asset Management LLC | 2,759 | $99.0K | 0.00% | −19,848−87.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,000 | $108.4K | 0.03% | +3,000 | New |
| State of Wyoming | 3,614 | $130.5K | 0.02% | −2,843−44.0% | Reduced |
| Lazard Asset Management LLC | 3,647 | $131.0K | 0.00% | +2,748+305.7% | Added |
| EntryPoint Capital, LLC | 3,693 | $133.4K | 0.12% | −536−12.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,713 | $134.1K | 0.00% | −10.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,827 | $138.2K | 0.00% | +1,119+41.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,300 | $155.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,252 | $189.7K | 0.09% | −588−10.1% | Reduced |
| WSFS Capital Management, LLC | 5,700 | $205.9K | 0.01% | +5,700 | New |
| Teza Capital Management LLC | 5,764 | $208.2K | 0.03% | −1,000−14.8% | Reduced |
| Busey Wealth Management | 6,084 | $219.8K | 0.01% | −1,684−21.7% | Reduced |
| Guggenheim Capital LLC | 6,374 | $230.2K | 0.00% | −3,520−35.6% | Reduced |
| State of Wisconsin Investment Board | 6,522 | $235.6K | 0.00% | −1,433−18.0% | Reduced |
| Capula Management Ltd | 6,640 | $239.8K | 0.01% | +6,640 | New |
| Securian Asset Management, Inc | 6,719 | $242.7K | 0.01% | −559−7.7% | Reduced |
| Xponance, Inc. | 6,757 | $244.1K | 0.00% | −574−7.8% | Reduced |
| Diversified Trust Co | 6,773 | $244.6K | 0.01% | −5,685−45.6% | Reduced |
| JJJ Advisors Inc. | 6,804 | $245.8K | 0.05% | +2,913+74.9% | Added |
| MBM Wealth Consultants, LLC | 6,809 | $245.9K | 0.09% | −142−2.0% | Reduced |
| Russell Investments Group, Ltd. | 6,876 | $248.4K | 0.00% | +2,043+42.3% | Added |
| IMS Capital Management | 6,904 | $249.4K | 0.12% | +16+0.2% | Added |
| Gabelli Funds LLC | 7,000 | $252.8K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,000 | $252.8K | 0.01% | +7,000 | New |
| James Investment Research Inc | 7,198 | $260.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,290 | $263.0K | 0.00% | +3,497+92.2% | Added |
| Royal Bank of Canada | 7,324 | $265.0K | 0.00% | −14,966−67.1% | Reduced |
| Pathstone Holdings, LLC | 7,387 | $266.8K | 0.00% | −1,283−14.8% | Reduced |
| Advisor Group Holdings, Inc. | 7,424 | $268.2K | 0.00% | −3,884−34.3% | Reduced |
| Glenmede Trust Co NA | 7,500 | $270.9K | 0.00% | +750+11.1% | Added |
| Foundry Partners, LLC | 7,520 | $271.6K | 0.01% | +7,520 | New |
| Virtus Investment Advisers, Inc. | 7,549 | $272.7K | 0.19% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 8,240 | $297.6K | 0.00% | −275−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 8,648 | $312.0K | 0.00% | −2,078−19.4% | Reduced |
| Cim Investment Mangement Inc | 8,839 | $319.3K | 0.10% | 00.0% | Unchanged |