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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 58,726 | $2.12M | 0.02% | +29,793+103.0% | Added |
| Engineers Gate Manager LP | 58,659 | $2.12M | 0.06% | −146,489−71.4% | Reduced |
| Aquatic Capital Management LLC | 58,600 | $2.12M | 0.07% | −26,500−31.1% | Reduced |
| Truist Financial Corp | 57,653 | $2.08M | 0.00% | −1,095−1.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 57,344 | $2.07M | 0.18% | −28,400−33.1% | Reduced |
| Qsemble Capital Management, LP | 52,625 | $1.90M | 0.42% | +13,409+34.2% | Added |
| Congress Asset Management Co | 50,202 | $1.81M | 0.01% | +518+1.0% | Added |
| Nebula Research & Development LLC | 50,128 | $1.81M | 0.39% | +4,651+10.2% | Added |
| Kendall Capital Management | 49,010 | $1.77M | 0.61% | +17,085+53.5% | Added |
| Janney Montgomery Scott LLC | 48,964 | $1.77M | 0.01% | +112+0.2% | Added |
| Mutual of America Capital Management LLC | 48,686 | $1.76M | 0.02% | −4,688−8.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 48,590 | $1.75M | 0.19% | +33,689+226.1% | Added |
| State of Tennessee, Treasury Department | 48,000 | $1.73M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 46,415 | $1.68M | 0.00% | −5,994−11.4% | Reduced |
| Quest Partners LLC | 45,675 | $1.65M | 0.29% | +1,868+4.3% | Added |
| Legato Capital Management LLC | 45,558 | $1.65M | 0.20% | +9,236+25.4% | Added |
| Dean Capital Management | 45,558 | $1.65M | 0.96% | +9,236+25.4% | Added |
| Radnor Capital Management, LLC | 44,510 | $1.61M | 0.27% | −2,075−4.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 43,861 | $1.58M | 0.01% | +13,134+42.7% | Added |
| MetLife Investment Management | 43,295 | $1.56M | 0.01% | −3,658−7.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 38,726 | $1.54M | 0.00% | +38,726 | New |
| Palisade Asset Management, LLC | 41,040 | $1.48M | 0.14% | 00.0% | Unchanged |
| Comerica Bank | 41,010 | $1.48M | 0.01% | +4,346+11.9% | Added |
| Amalgamated Bank | 40,059 | $1.45M | 0.01% | −2,743−6.4% | Reduced |
| Janus Henderson Group PLC | 39,490 | $1.43M | 0.00% | −60.0% | Reduced |
| Taylor Frigon Capital Management LLC | 39,398 | $1.42M | 0.68% | +222+0.6% | Added |
| Toroso Investments, LLC | 39,279 | $1.42M | 0.02% | +39,279 | New |
| The PNC Financial Services Group, Inc. | 38,600 | $1.39M | 0.00% | −796−2.0% | Reduced |
| Capital Fund Management S.A. | 38,158 | $1.38M | 0.02% | −9,289−19.6% | Reduced |
| Wells Fargo & Company | 38,135 | $1.38M | 0.00% | −795−2.0% | Reduced |
| CWA Asset Management Group, LLC | 37,227 | $1.34M | 0.08% | −170−0.5% | Reduced |
| Prana Capital Management, LP | 36,885 | $1.33M | 0.06% | +19,278+109.5% | Added |
| BNP Paribas Arbitrage, SA | 36,615 | $1.32M | 0.00% | +14,987+69.3% | Added |
| Yousif Capital Management, LLC | 36,414 | $1.32M | 0.01% | −2,890−7.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 35,957 | $1.30M | 0.14% | −2,996−7.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 35,874 | $1.30M | 0.02% | −1,612−4.3% | Reduced |
| Brevan Howard Capital Management LP | 35,548 | $1.28M | 0.12% | −11,180−23.9% | Reduced |
| Raymond James & Associates | 34,652 | $1.25M | 0.00% | −129−0.4% | Reduced |
| Jump Financial, LLC | 33,205 | $1.20M | 0.03% | −23,895−41.8% | Reduced |
| Victory Capital Management Inc | 32,838 | $1.19M | 0.00% | +2,983+10.0% | Added |
| Texas Yale Capital Corp. | 32,829 | $1.19M | 0.05% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 32,564 | $1.18M | 0.09% | −90,232−73.5% | Reduced |
| Baird Financial Group, Inc. | 31,011 | $1.12M | 0.00% | +79+0.3% | Added |
| Prudential Financial Inc | 30,627 | $1.11M | 0.00% | +30,627 | New |
| Staley Capital Advisers Inc | 30,017 | $1.08M | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 30,000 | $1.08M | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 29,458 | $1.06M | 0.03% | +3,133+11.9% | Added |
| Price T Rowe Associates Inc | 29,300 | $1.06M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 28,969 | $1.05M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 28,600 | $1.03M | 0.00% | −48,400−62.9% | Reduced |
| Cornercap Investment Counsel Inc | 28,305 | $1.02M | 0.16% | +81+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 28,151 | $1.02M | 0.00% | +11,226+66.3% | Added |
| Fox Run Management, L.L.C. | 27,669 | $999.4K | 0.22% | +15,956+136.2% | Added |
| Wedge Capital Management L L P | 27,393 | $989.4K | 0.02% | +4,072+17.5% | Added |
| American Century Companies Inc | 26,519 | $957.9K | 0.00% | +3,342+14.4% | Added |
| CWM Advisors, LLC | 24,688 | $891.7K | 0.09% | +24,688 | New |
| 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 |
| Creative Planning | 23,284 | $841.0K | 0.00% | +685+3.0% | Added |
| Verition Fund Management LLC | 22,996 | $830.6K | 0.01% | −2,894−11.2% | Reduced |
| Ensign Peak Advisors, Inc | 22,686 | $819.4K | 0.00% | −1,144−4.8% | Reduced |
| Arizona State Retirement System | 22,517 | $813.3K | 0.01% | −929−4.0% | Reduced |
| McMahon Financial Advisors, LLC | 21,150 | $763.9K | 0.20% | 00.0% | Unchanged |
| Cipher Capital LP | 21,016 | $759.1K | 0.35% | −26,427−55.7% | Reduced |
| Neuberger Berman Group LLC | 20,911 | $755.3K | 0.00% | +8,965+75.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 20,794 | $751.1K | 0.20% | +16,542+389.0% | Added |
| Oregon Public Employees Retirement Fund | 20,232 | $730.8K | 0.01% | −4,100−16.9% | Reduced |
| Quantbot Technologies LP | 20,206 | $729.8K | 0.04% | −29,601−59.4% | Reduced |
| State of Michigan Retirement System | 20,076 | $725.1K | 0.00% | −600−2.9% | Reduced |
| Unison Advisors LLC | 19,678 | $710.8K | 0.07% | +160+0.8% | Added |
| Quadrature Capital Ltd | 18,570 | $670.7K | 0.01% | −18,215−49.5% | Reduced |
| HRT Financial LP | 18,395 | $664.0K | 0.00% | −42,903−70.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,224 | $658.3K | 0.02% | −964−5.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,075 | $652.9K | 0.00% | −956−5.0% | Reduced |
| Ameritas Investment Partners, Inc. | 18,018 | $650.8K | 0.02% | −1,025−5.4% | Reduced |
| HSBC Holdings PLC | 17,991 | $649.8K | 0.00% | −6,888−27.7% | Reduced |
| Handelsbanken Fonder AB | 17,953 | $648.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,870 | $645.5K | 0.00% | +17,870 | New |
| Capital City Trust Co | 17,545 | $633.7K | 0.18% | −160−0.9% | Reduced |
| Vise Technologies, Inc. | 17,429 | $629.5K | 0.12% | +5,506+46.2% | Added |
| Exchange Traded Concepts, LLC | 17,345 | $626.5K | 0.02% | −813−4.5% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $625.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 17,201 | $621.3K | 0.00% | +1,432+9.1% | Added |
| 1620 Investment Advisors, Inc. | 17,019 | $614.7K | 0.63% | −648−3.7% | Reduced |
| DGS Capital Management, LLC | 16,972 | $613.0K | 0.17% | +7,714+83.3% | Added |
| Envestnet Asset Management Inc | 16,830 | $607.9K | 0.00% | −5,947−26.1% | Reduced |
| Nisa Investment Advisors, LLC | 16,404 | $592.5K | 0.00% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 16,365 | $591.1K | 1.04% | +16,365 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,298 | $588.7K | 0.00% | −2,976−15.4% | Reduced |
| Rodgers Brothers Inc. | 16,275 | $587.9K | 0.08% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 16,208 | $585.4K | 0.00% | −3,652−18.4% | Reduced |
| Dark Forest Capital Management LP | 15,899 | $574.3K | 0.10% | −64,641−80.3% | Reduced |
| JustInvest LLC | 14,855 | $536.6K | 0.01% | −1,994−11.8% | Reduced |
| Prelude Capital Management, LLC | 14,628 | $528.4K | 0.04% | +14,628 | New |
| Y-Intercept (Hong Kong) Ltd | 14,412 | $520.6K | 0.04% | −34,224−70.4% | Reduced |
| Keebeck Alpha, LP | 14,264 | $515.2K | 0.34% | +14,264 | New |
| Capstone Investment Advisors, LLC | 14,151 | $511.1K | 0.01% | +1,449+11.4% | Added |
| Citigroup Inc | 13,820 | $499.2K | 0.00% | −3,986−22.4% | Reduced |
| Cubic Asset Management, LLC | 13,337 | $481.7K | 0.11% | 00.0% | Unchanged |
| SEI Investments Co | 12,778 | $461.5K | 0.00% | 00.0% | Unchanged |