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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 8,871 | $320.0K | 0.00% | −670−7.0% | Reduced |
| Meritage Portfolio Management | 9,317 | $337.0K | 0.02% | +9,317 | New |
| Federated Hermes, Inc. | 9,524 | $344.0K | 0.00% | −1,324−12.2% | Reduced |
| Pictet Asset Management Holding SA | 9,537 | $344.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,741 | $351.8K | 0.00% | +9,741 | New |
| National Bank of Canada | 10,750 | $355.1K | 0.00% | −3,280−23.4% | Reduced |
| New York Life Investment Management LLC | 10,000 | $361.2K | 0.00% | +1,329+15.3% | Added |
| Omers Administration Corp | 10,200 | $368.4K | 0.00% | +10,200 | New |
| US Bancorp | 10,348 | $373.8K | 0.00% | −166−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 10,425 | $376.6K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 10,698 | $386.4K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 12,399 | $447.8K | 0.00% | −13,106−51.4% | Reduced |
| Ibex Wealth Advisors | 12,389 | $450.0K | 0.12% | +12,389 | New |
| Atom Investors LP | 12,571 | $454.1K | 0.06% | −3,974−24.0% | Reduced |
| XTX Topco Ltd | 12,641 | $456.6K | 0.06% | −6,762−34.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 12,661 | $457.3K | 0.03% | −2,080−14.1% | Reduced |
| SEI Investments Co | 12,778 | $461.5K | 0.00% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 13,337 | $481.7K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 13,820 | $499.2K | 0.00% | −3,986−22.4% | Reduced |
| Capstone Investment Advisors, LLC | 14,151 | $511.1K | 0.01% | +1,449+11.4% | Added |
| Keebeck Alpha, LP | 14,264 | $515.2K | 0.34% | +14,264 | New |
| Y-Intercept (Hong Kong) Ltd | 14,412 | $520.6K | 0.04% | −34,224−70.4% | Reduced |
| Prelude Capital Management, LLC | 14,628 | $528.4K | 0.04% | +14,628 | New |
| JustInvest LLC | 14,855 | $536.6K | 0.01% | −1,994−11.8% | Reduced |
| Dark Forest Capital Management LP | 15,899 | $574.3K | 0.10% | −64,641−80.3% | Reduced |
| Pacer Advisors, Inc. | 16,208 | $585.4K | 0.00% | −3,652−18.4% | Reduced |
| Rodgers Brothers Inc. | 16,275 | $587.9K | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,298 | $588.7K | 0.00% | −2,976−15.4% | Reduced |
| Boxwood Ventures, Inc. | 16,365 | $591.1K | 1.04% | +16,365 | New |
| Nisa Investment Advisors, LLC | 16,404 | $592.5K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,830 | $607.9K | 0.00% | −5,947−26.1% | Reduced |
| DGS Capital Management, LLC | 16,972 | $613.0K | 0.17% | +7,714+83.3% | Added |
| 1620 Investment Advisors, Inc. | 17,019 | $614.7K | 0.63% | −648−3.7% | Reduced |
| LPL Financial LLC | 17,201 | $621.3K | 0.00% | +1,432+9.1% | Added |
| New Mexico Educational Retirement Board | 17,300 | $625.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 17,345 | $626.5K | 0.02% | −813−4.5% | Reduced |
| Vise Technologies, Inc. | 17,429 | $629.5K | 0.12% | +5,506+46.2% | Added |
| Capital City Trust Co | 17,545 | $633.7K | 0.18% | −160−0.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,870 | $645.5K | 0.00% | +17,870 | New |
| Handelsbanken Fonder AB | 17,953 | $648.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 17,991 | $649.8K | 0.00% | −6,888−27.7% | Reduced |
| Ameritas Investment Partners, Inc. | 18,018 | $650.8K | 0.02% | −1,025−5.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,075 | $652.9K | 0.00% | −956−5.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,224 | $658.3K | 0.02% | −964−5.0% | Reduced |
| HRT Financial LP | 18,395 | $664.0K | 0.00% | −42,903−70.0% | Reduced |
| Quadrature Capital Ltd | 18,570 | $670.7K | 0.01% | −18,215−49.5% | Reduced |
| Unison Advisors LLC | 19,678 | $710.8K | 0.07% | +160+0.8% | Added |
| State of Michigan Retirement System | 20,076 | $725.1K | 0.00% | −600−2.9% | Reduced |
| Quantbot Technologies LP | 20,206 | $729.8K | 0.04% | −29,601−59.4% | Reduced |
| Oregon Public Employees Retirement Fund | 20,232 | $730.8K | 0.01% | −4,100−16.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 20,794 | $751.1K | 0.20% | +16,542+389.0% | Added |
| Neuberger Berman Group LLC | 20,911 | $755.3K | 0.00% | +8,965+75.0% | Added |
| Cipher Capital LP | 21,016 | $759.1K | 0.35% | −26,427−55.7% | Reduced |
| McMahon Financial Advisors, LLC | 21,150 | $763.9K | 0.20% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,517 | $813.3K | 0.01% | −929−4.0% | Reduced |
| Ensign Peak Advisors, Inc | 22,686 | $819.4K | 0.00% | −1,144−4.8% | Reduced |
| Verition Fund Management LLC | 22,996 | $830.6K | 0.01% | −2,894−11.2% | Reduced |
| Creative Planning | 23,284 | $841.0K | 0.00% | +685+3.0% | Added |
| Point72 Hong Kong Ltd | 23,500 | $848.8K | 0.04% | −37,376−61.4% | Reduced |
| Louisiana State Employees Retirement System | 23,500 | $848.8K | 0.02% | −700−2.9% | Reduced |
| CWM Advisors, LLC | 24,688 | $891.7K | 0.09% | +24,688 | New |
| American Century Companies Inc | 26,519 | $957.9K | 0.00% | +3,342+14.4% | Added |
| Wedge Capital Management L L P | 27,393 | $989.4K | 0.02% | +4,072+17.5% | Added |
| Fox Run Management, L.L.C. | 27,669 | $999.4K | 0.22% | +15,956+136.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 28,151 | $1.02M | 0.00% | +11,226+66.3% | Added |
| Cornercap Investment Counsel Inc | 28,305 | $1.02M | 0.16% | +81+0.3% | Added |
| Marshall Wace, LLP | 28,600 | $1.03M | 0.00% | −48,400−62.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,969 | $1.05M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 29,300 | $1.06M | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 29,458 | $1.06M | 0.03% | +3,133+11.9% | Added |
| Canada Pension Plan Investment Board | 30,000 | $1.08M | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 30,017 | $1.08M | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 30,627 | $1.11M | 0.00% | +30,627 | New |
| Baird Financial Group, Inc. | 31,011 | $1.12M | 0.00% | +79+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 32,564 | $1.18M | 0.09% | −90,232−73.5% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.19M | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 32,838 | $1.19M | 0.00% | +2,983+10.0% | Added |
| Jump Financial, LLC | 33,205 | $1.20M | 0.03% | −23,895−41.8% | Reduced |
| Raymond James & Associates | 34,652 | $1.25M | 0.00% | −129−0.4% | Reduced |
| Brevan Howard Capital Management LP | 35,548 | $1.28M | 0.12% | −11,180−23.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 35,874 | $1.30M | 0.02% | −1,612−4.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 35,957 | $1.30M | 0.14% | −2,996−7.7% | Reduced |
| Yousif Capital Management, LLC | 36,414 | $1.32M | 0.01% | −2,890−7.4% | Reduced |
| BNP Paribas Arbitrage, SA | 36,615 | $1.32M | 0.00% | +14,987+69.3% | Added |
| Prana Capital Management, LP | 36,885 | $1.33M | 0.06% | +19,278+109.5% | Added |
| CWA Asset Management Group, LLC | 37,227 | $1.34M | 0.08% | −170−0.5% | Reduced |
| Wells Fargo & Company | 38,135 | $1.38M | 0.00% | −795−2.0% | Reduced |
| Capital Fund Management S.A. | 38,158 | $1.38M | 0.02% | −9,289−19.6% | Reduced |
| The PNC Financial Services Group, Inc. | 38,600 | $1.39M | 0.00% | −796−2.0% | Reduced |
| Toroso Investments, LLC | 39,279 | $1.42M | 0.02% | +39,279 | New |
| Taylor Frigon Capital Management LLC | 39,398 | $1.42M | 0.68% | +222+0.6% | Added |
| Janus Henderson Group PLC | 39,490 | $1.43M | 0.00% | −60.0% | Reduced |
| Amalgamated Bank | 40,059 | $1.45M | 0.01% | −2,743−6.4% | Reduced |
| Comerica Bank | 41,010 | $1.48M | 0.01% | +4,346+11.9% | Added |
| Palisade Asset Management, LLC | 41,040 | $1.48M | 0.14% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 38,726 | $1.54M | 0.00% | +38,726 | New |
| MetLife Investment Management | 43,295 | $1.56M | 0.01% | −3,658−7.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 43,861 | $1.58M | 0.01% | +13,134+42.7% | Added |
| Radnor Capital Management, LLC | 44,510 | $1.61M | 0.27% | −2,075−4.5% | Reduced |
| Legato Capital Management LLC | 45,558 | $1.65M | 0.20% | +9,236+25.4% | Added |