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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 959,292 | $34.6M | 0.03% | −576,676−37.5% | Reduced |
| Bank of New York Mellon Corp | 1,027,311 | $37.1M | 0.01% | −68,642−6.3% | Reduced |
| Citadel Advisors LLC | 1,040,070 | $37.6M | 0.04% | +833,017+402.3% | Added |
| Wellington Management Group LLP | 1,067,884 | $38.6M | 0.01% | −745,306−41.1% | Reduced |
| Geode Capital Management, LLC | 1,110,094 | $40.1M | 0.00% | +13,740+1.3% | Added |
| Alliancebernstein L.P. | 1,116,752 | $40.3M | 0.01% | +1,021,367+1,070.8% | Added |
| AQR Capital Management LLC | 1,428,391 | $51.3M | 0.09% | +349,503+32.4% | Added |
| Goldman Sachs Group Inc | 1,444,317 | $52.2M | 0.01% | +259,558+21.9% | Added |
| Morgan Stanley | 1,495,135 | $54.0M | 0.00% | −242,264−13.9% | Reduced |
| State Street Corp | 1,843,835 | $66.6M | 0.00% | −6,903−0.4% | Reduced |
| Invesco Ltd. | 2,289,019 | $82.7M | 0.02% | +267,012+13.2% | Added |
| Dimensional Fund Advisors LP | 2,400,225 | $86.7M | 0.02% | −9,903−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,472,763 | $89.3M | 0.39% | +327,536+15.3% | Added |
| FMR LLC | 5,603,007 | $202.4M | 0.01% | +9,305+0.2% | Added |
| BlackRock Inc. | 8,287,850 | $299.4M | 0.01% | +176,481+2.2% | Added |
| Vanguard Group Inc | 8,577,679 | $309.8M | 0.01% | +45,214+0.5% | Added |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −180,694−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −121,981−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −68,338−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −66,299−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −55,303−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −40,420−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −26,221−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −24,179−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −23,417−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −20,269−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −15,249−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −14,637−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,430−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,458−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,776−100.0% | Sold out |
| DMG Group, LLC | 0 | $0 | 0.00% | −11,337−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,796−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −10,310−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,133−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,966−100.0% | Sold out |
| Whitener Capital Management, Inc. | 0 | $0 | 0.00% | −9,450−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −9,315−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −9,050−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,820−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −6,260−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −5,304−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |