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 |
|---|---|---|---|---|---|
| Dean Capital Management | 45,558 | $1.65M | 0.96% | +9,236+25.4% | Added |
| Quest Partners LLC | 45,675 | $1.65M | 0.29% | +1,868+4.3% | Added |
| Jane Street Group, LLC | 46,415 | $1.68M | 0.00% | −5,994−11.4% | Reduced |
| State of Tennessee, Treasury Department | 48,000 | $1.73M | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 48,590 | $1.75M | 0.19% | +33,689+226.1% | Added |
| Mutual of America Capital Management LLC | 48,686 | $1.76M | 0.02% | −4,688−8.8% | Reduced |
| Janney Montgomery Scott LLC | 48,964 | $1.77M | 0.01% | +112+0.2% | Added |
| Kendall Capital Management | 49,010 | $1.77M | 0.61% | +17,085+53.5% | Added |
| Nebula Research & Development LLC | 50,128 | $1.81M | 0.39% | +4,651+10.2% | Added |
| Congress Asset Management Co | 50,202 | $1.81M | 0.01% | +518+1.0% | Added |
| Qsemble Capital Management, LP | 52,625 | $1.90M | 0.42% | +13,409+34.2% | Added |
| Campbell & CO Investment Adviser LLC | 57,344 | $2.07M | 0.18% | −28,400−33.1% | Reduced |
| Truist Financial Corp | 57,653 | $2.08M | 0.00% | −1,095−1.9% | Reduced |
| Aquatic Capital Management LLC | 58,600 | $2.12M | 0.07% | −26,500−31.1% | Reduced |
| Engineers Gate Manager LP | 58,659 | $2.12M | 0.06% | −146,489−71.4% | Reduced |
| Ontario Teachers Pension Plan Board | 58,726 | $2.12M | 0.02% | +29,793+103.0% | Added |
| Duality Advisers, LP | 65,132 | $2.35M | 0.23% | −8,021−11.0% | Reduced |
| Walleye Capital LLC | 65,913 | $2.38M | 0.03% | +1,868+2.9% | Added |
| S&T Bank | 66,279 | $2.39M | 0.46% | −2,944−4.3% | Reduced |
| Moran Wealth Management, LLC | 66,982 | $2.42M | 0.08% | +3,537+5.6% | Added |
| Manufacturers Life Insurance Company, The | 69,599 | $2.51M | 0.00% | +762+1.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 69,978 | $2.53M | 0.58% | −5,539−7.3% | Reduced |
| Gsa Capital Partners LLP | 70,497 | $2.55M | 0.20% | +676+1.0% | Added |
| Texas Permanent School Fund | 71,511 | $2.58M | 0.02% | −2,993−4.0% | Reduced |
| Maltese Capital Management LLC | 72,600 | $2.62M | 0.51% | −11,800−14.0% | Reduced |
| California State Teachers Retirement System | 73,696 | $2.66M | 0.00% | −1,024−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 69,814 | $2.80M | 0.01% | +30,621+78.1% | Added |
| State of New Jersey Common Pension Fund D | 80,312 | $2.90M | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 82,951 | $3.00M | 0.01% | −200,376−70.7% | Reduced |
| Great West Life Assurance Co | 85,266 | $3.08M | 0.01% | −1,615,863−95.0% | Reduced |
| Panagora Asset Management Inc | 87,079 | $3.15M | 0.02% | −10,077−10.4% | Reduced |
| Keeley-Teton Advisors, LLC | 89,036 | $3.22M | 0.40% | +89,036 | New |
| Gamco Investors, Inc. Et Al | 91,200 | $3.29M | 0.03% | 00.0% | Unchanged |
| Holocene Advisors, LP | 91,653 | $3.31M | 0.01% | +59,574+185.7% | Added |
| Vident Advisory, LLC | 93,522 | $3.38M | 0.07% | +81,798+697.7% | Added |
| First Trust Advisors LP | 96,854 | $3.50M | 0.00% | +34,485+55.3% | Added |
| Alps Advisors Inc | 97,837 | $3.53M | 0.03% | +14,758+17.8% | Added |
| Tudor Investment Corp Et Al | 99,631 | $3.60M | 0.04% | −116,611−53.9% | Reduced |
| UBS Asset Management Americas Inc | 99,973 | $3.61M | 0.00% | −6,027−5.7% | Reduced |
| Retirement Systems of Alabama | 102,606 | $3.71M | 0.01% | −5,412−5.0% | Reduced |
| American International Group, Inc. | 107,485 | $3.88M | 0.01% | −8,304−7.2% | Reduced |
| Alpha Omega Wealth Management LLC | 109,812 | $3.97M | 0.74% | +1,289+1.2% | Added |
| Murphy Pohlad Asset Management LLC | 110,056 | $3.98M | 1.56% | −26,872−19.6% | Reduced |
| Allianz Asset Management GmbH | 112,276 | $4.06M | 0.01% | +13,208+13.3% | Added |
| Legal & General Group Plc | 119,089 | $4.30M | 0.00% | −999−0.8% | Reduced |
| BancorpSouth Bank | 124,159 | $4.48M | 0.33% | +1,289+1.0% | Added |
| Teacher Retirement System of Texas | 131,407 | $4.75M | 0.03% | +96,374+275.1% | Added |
| Ledyard National Bank | 131,798 | $4.76M | 0.46% | −142,933−52.0% | Reduced |
| Clark Capital Management Group, Inc. | 132,766 | $4.80M | 0.04% | +39,370+42.2% | Added |
| Continental Advisors LLC | 132,910 | $4.80M | 3.80% | +38,368+40.6% | Added |
| Dean Investment Associates, LLC | 133,082 | $4.81M | 0.66% | +25,694+23.9% | Added |
| Cubist Systematic Strategies, LLC | 133,116 | $4.81M | 0.05% | −224,902−62.8% | Reduced |
| Squarepoint Ops LLC | 135,373 | $4.89M | 0.02% | +65,345+93.3% | Added |
| New York State Teachers Retirement System | 135,948 | $4.91M | 0.01% | −896−0.7% | Reduced |
| Ameriprise Financial Inc | 137,670 | $4.97M | 0.00% | −17,058−11.0% | Reduced |
| Bank of Montreal | 139,632 | $5.06M | 0.00% | −271,799−66.1% | Reduced |
| Vestcor Inc | 146,319 | $5.29M | 0.18% | −3,356−2.2% | Reduced |
| Rhumbline Advisers | 152,668 | $5.51M | 0.01% | −5,689−3.6% | Reduced |
| ExodusPoint Capital Management, LP | 153,931 | $5.56M | 0.07% | +73,190+90.6% | Added |
| Swiss National Bank | 161,717 | $5.84M | 0.00% | −3,600−2.2% | Reduced |
| Inlet Private Wealth, LLC | 164,500 | $5.94M | 1.66% | −400−0.2% | Reduced |
| Trexquant Investment LP | 173,114 | $6.25M | 0.12% | +3,418+2.0% | Added |
| Hourglass Capital, LLC | 186,118 | $6.72M | 2.03% | +20,004+12.0% | Added |
| Credit Suisse AG | 190,591 | $6.88M | 0.01% | −163−0.1% | Reduced |
| UBS Group AG | 191,821 | $6.93M | 0.00% | +30,959+19.2% | Added |
| Bridgewater Associates, LP | 192,333 | $6.95M | 0.04% | −29,665−13.4% | Reduced |
| Danske Bank A/S | 200,875 | $7.26M | 0.02% | +200,875 | New |
| Barclays PLC | 205,145 | $7.41M | 0.00% | +76,241+59.1% | Added |
| Man Group plc | 208,429 | $7.53M | 0.02% | +28,389+15.8% | Added |
| Norges Bank | 210,000 | $7.59M | 0.00% | −158,400−43.0% | Reduced |
| Country Club Bank | 217,408 | $7.85M | 0.55% | +4,117+1.9% | Added |
| Phase 2 Partners, LLC | 224,165 | $8.10M | 4.23% | +224,165 | New |
| Prospector Partners LLC | 240,546 | $8.69M | 1.01% | +3,335+1.4% | Added |
| JPMorgan Chase & Co | 253,288 | $9.15M | 0.00% | −167,742−39.8% | Reduced |
| Algert Global LLC | 260,662 | $9.42M | 0.37% | +30,071+13.0% | Added |
| Thrivent Financial for Lutherans | 274,801 | $9.93M | 0.02% | +4,130+1.5% | Added |
| Algebris (UK) Ltd | 305,401 | $10.2M | 4.54% | −44,448−12.7% | Reduced |
| Azora Capital LP | 299,438 | $10.8M | 0.78% | +299,438 | New |
| Principal Financial Group Inc | 300,831 | $10.9M | 0.01% | −56,034−15.7% | Reduced |
| Renaissance Technologies LLC | 301,600 | $10.9M | 0.02% | +10,100+3.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 332,550 | $12.0M | 0.04% | −12,200−3.5% | Reduced |
| Cambria Investment Management, L.P. | 338,610 | $12.2M | 0.73% | +69,246+25.7% | Added |
| Schroder Investment Management Group | 340,982 | $12.3M | 0.01% | +87,158+34.3% | Added |
| Schonfeld Strategic Advisors LLC | 367,515 | $13.3M | 0.10% | +153,215+71.5% | Added |
| Royce & Associates LP | 377,732 | $13.6M | 0.12% | +11,792+3.2% | Added |
| Interval Partners, LP | 409,854 | $14.8M | 0.56% | +154,370+60.4% | Added |
| Deutsche Bank AG | 410,025 | $14.8M | 0.01% | +124,995+43.9% | Added |
| Foundation Resource Management Inc | 418,573 | $15.1M | 2.37% | +3,994+1.0% | Added |
| Bank of America Corp | 425,721 | $15.4M | 0.00% | +9,060+2.2% | Added |
| HighTower Advisors, LLC | 439,999 | $15.9M | 0.03% | −15,442−3.4% | Reduced |
| Qube Research & Technologies Ltd | 441,822 | $16.0M | 0.03% | +175,895+66.1% | Added |
| Charles Schwab Investment Management Inc | 467,356 | $16.9M | 0.00% | −11,652−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 469,396 | $17.0M | 0.02% | −410,663−46.7% | Reduced |
| Sprott Inc. | 472,325 | $17.1M | 1.23% | +172,325+57.4% | Added |
| Northern Trust Corp | 490,096 | $17.7M | 0.00% | −98,956−16.8% | Reduced |
| Two Sigma Advisers, LP | 538,200 | $19.4M | 0.05% | +35,600+7.1% | Added |
| Arrowstreet Capital, Limited Partnership | 554,217 | $20.0M | 0.02% | +103,488+23.0% | Added |
| Commonwealth Equity Services, LLC | 559,657 | $20.2M | 0.03% | −7,045−1.2% | Reduced |
| Two Sigma Investments, LP | 758,669 | $27.4M | 0.07% | −19,135−2.5% | Reduced |
| Assenagon Asset Management S.A. | 817,234 | $29.5M | 0.08% | +817,234 | New |