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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 12,661 | $457.3K | 0.03% | −2,080−14.1% | Reduced |
| XTX Topco Ltd | 12,641 | $456.6K | 0.06% | −6,762−34.9% | Reduced |
| Atom Investors LP | 12,571 | $454.1K | 0.06% | −3,974−24.0% | Reduced |
| Ibex Wealth Advisors | 12,389 | $450.0K | 0.12% | +12,389 | New |
| O'Shaughnessy Asset Management, LLC | 12,399 | $447.8K | 0.00% | −13,106−51.4% | Reduced |
| First National Trust Co | 10,698 | $386.4K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,425 | $376.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 10,348 | $373.8K | 0.00% | −166−1.6% | Reduced |
| Omers Administration Corp | 10,200 | $368.4K | 0.00% | +10,200 | New |
| New York Life Investment Management LLC | 10,000 | $361.2K | 0.00% | +1,329+15.3% | Added |
| National Bank of Canada | 10,750 | $355.1K | 0.00% | −3,280−23.4% | Reduced |
| Cetera Investment Advisers | 9,741 | $351.8K | 0.00% | +9,741 | New |
| Pictet Asset Management Holding SA | 9,537 | $344.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,524 | $344.0K | 0.00% | −1,324−12.2% | Reduced |
| Meritage Portfolio Management | 9,317 | $337.0K | 0.02% | +9,317 | New |
| State of Alaska, Department of Revenue | 8,871 | $320.0K | 0.00% | −670−7.0% | Reduced |
| Cim Investment Mangement Inc | 8,839 | $319.3K | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,648 | $312.0K | 0.00% | −2,078−19.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,240 | $297.6K | 0.00% | −275−3.2% | Reduced |
| Virtus Investment Advisers, Inc. | 7,549 | $272.7K | 0.19% | 00.0% | Unchanged |
| Foundry Partners, LLC | 7,520 | $271.6K | 0.01% | +7,520 | New |
| Glenmede Trust Co NA | 7,500 | $270.9K | 0.00% | +750+11.1% | Added |
| Advisor Group Holdings, Inc. | 7,424 | $268.2K | 0.00% | −3,884−34.3% | Reduced |
| Pathstone Holdings, LLC | 7,387 | $266.8K | 0.00% | −1,283−14.8% | Reduced |
| Royal Bank of Canada | 7,324 | $265.0K | 0.00% | −14,966−67.1% | Reduced |
| SG Americas Securities, LLC | 7,290 | $263.0K | 0.00% | +3,497+92.2% | Added |
| James Investment Research Inc | 7,198 | $260.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| IMS Capital Management | 6,904 | $249.4K | 0.12% | +16+0.2% | Added |
| Russell Investments Group, Ltd. | 6,876 | $248.4K | 0.00% | +2,043+42.3% | Added |
| MBM Wealth Consultants, LLC | 6,809 | $245.9K | 0.09% | −142−2.0% | Reduced |
| JJJ Advisors Inc. | 6,804 | $245.8K | 0.05% | +2,913+74.9% | Added |
| Diversified Trust Co | 6,773 | $244.6K | 0.01% | −5,685−45.6% | Reduced |
| Xponance, Inc. | 6,757 | $244.1K | 0.00% | −574−7.8% | Reduced |
| Securian Asset Management, Inc | 6,719 | $242.7K | 0.01% | −559−7.7% | Reduced |
| Capula Management Ltd | 6,640 | $239.8K | 0.01% | +6,640 | New |
| State of Wisconsin Investment Board | 6,522 | $235.6K | 0.00% | −1,433−18.0% | Reduced |
| Guggenheim Capital LLC | 6,374 | $230.2K | 0.00% | −3,520−35.6% | Reduced |
| Busey Wealth Management | 6,084 | $219.8K | 0.01% | −1,684−21.7% | Reduced |
| Teza Capital Management LLC | 5,764 | $208.2K | 0.03% | −1,000−14.8% | Reduced |
| WSFS Capital Management, LLC | 5,700 | $205.9K | 0.01% | +5,700 | New |
| Cape Investment Advisory, Inc. | 5,252 | $189.7K | 0.09% | −588−10.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,300 | $155.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,827 | $138.2K | 0.00% | +1,119+41.3% | Added |
| Tower Research Capital LLC (TRC) | 3,713 | $134.1K | 0.00% | −10.0% | Reduced |
| EntryPoint Capital, LLC | 3,693 | $133.4K | 0.12% | −536−12.7% | Reduced |
| Lazard Asset Management LLC | 3,647 | $131.0K | 0.00% | +2,748+305.7% | Added |
| State of Wyoming | 3,614 | $130.5K | 0.02% | −2,843−44.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,000 | $108.4K | 0.03% | +3,000 | New |
| Acadian Asset Management LLC | 2,759 | $99.0K | 0.00% | −19,848−87.8% | Reduced |
| TD Private Client Wealth LLC | 2,728 | $98.5K | 0.00% | +780+40.0% | Added |
| Parallel Advisors, LLC | 2,654 | $95.9K | 0.00% | +467+21.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,405 | $86.9K | 0.00% | +449+23.0% | Added |
| Signaturefd, LLC | 2,204 | $79.6K | 0.00% | +822+59.5% | Added |
| Trivant Custom Portfolio Group, LLC | 2,100 | $75.9K | 0.05% | +2,100 | New |
| KBC Group NV | 1,784 | $64.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,674 | $60.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,552 | $56.0K | 0.00% | −5,448−77.8% | Reduced |
| Central Trust Co | 1,520 | $54.9K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,394 | $50.4K | 0.18% | +340+32.3% | Added |
| Hexagon Capital Partners LLC | 1,358 | $49.1K | 0.01% | +317+30.5% | Added |
| Umb Bank N A | 1,140 | $41.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,112 | $40.2K | 0.03% | +451+68.2% | Added |
| Gladius Capital Management LP | 993 | $35.9K | 0.04% | +43+4.5% | Added |
| Principal Securities, Inc. | 992 | $35.8K | 0.00% | +271+37.6% | Added |
| Van Eck Associates Corp | 897 | $32.0K | 0.00% | −155−14.7% | Reduced |
| S.A. Mason LLC | 831 | $30.0K | 0.02% | +5+0.6% | Added |
| Headlands Technologies LLC | 828 | $29.9K | 0.01% | +711+607.7% | Added |
| South Dakota Investment Council | 816 | $29.0K | 0.00% | −11,080−93.1% | Reduced |
| Fifth Third Bancorp | 739 | $26.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 719 | $26.0K | 0.00% | +719 | New |
| Quadrant Capital Group LLC | 691 | $25.0K | 0.00% | −66−8.7% | Reduced |
| Global Retirement Partners, LLC | 641 | $23.2K | 0.00% | +29+4.7% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $22.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 525 | $18.7K | 0.00% | +525 | New |
| Quarry LP | 415 | $15.0K | 0.01% | +51+14.0% | Added |
| Rise Advisors, LLC | 372 | $13.4K | 0.01% | +372 | New |
| Richardson Financial Services Inc. | 354 | $12.8K | 0.01% | +91+34.6% | Added |
| CIBC Private Wealth Group, LLC | 335 | $12.1K | 0.00% | +335 | New |
| Hillsdale Investment Management Inc. | 330 | $11.9K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 321 | $11.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 264 | $10.0K | 0.01% | +7+2.7% | Added |
| GAMMA Investing LLC | 239 | $8.63K | 0.00% | +81+51.3% | Added |
| Parkside Financial Bank & Trust | 204 | $7.37K | 0.00% | +1+0.5% | Added |
| WR Wealth Planners, LLC | 203 | $7.33K | 0.00% | +203 | New |
| Eagle Bay Advisors LLC | 187 | $6.75K | 0.00% | +187 | New |
| Harbour Investments, Inc. | 162 | $5.85K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $5.16K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.06K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $5.02K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 133 | $5.00K | 0.00% | +46+52.9% | Added |
| EverSource Wealth Advisors, LLC | 149 | $4.89K | 0.00% | +149 | New |
| Bessemer Group Inc | 121 | $4.00K | 0.00% | −5−4.0% | Reduced |
| Allworth Financial LP | 108 | $3.90K | 0.00% | +100+1,250.0% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $3.61K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 99 | $3.58K | 0.00% | −1,074−91.6% | Reduced |
| JFS Wealth Advisors, LLC | 77 | $2.78K | 0.00% | +10+14.9% | Added |
| LGT Financial Advisors LLC | 74 | $2.67K | 0.00% | 00.0% | Unchanged |