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, Q2 2024
Institutional positions in Federated Hermes, Inc. as of Jun 30, 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
- 311
- −1 vs. Q1 2024
- Shares held
- 64.3M
- +370.8K (+0.6%) vs. Q1 2024
- Total value
- $2.11B
- −$195.7M (−8.5%) vs. Q1 2024
- New holders
- 35
- 125 more added
- Sold out
- 36
- 109 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2 | $66 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $296 | 0.00% | +9 | New |
| Innealta Capital, LLC | 14 | $460 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $658 | 0.00% | +1+5.3% | Added |
| SJS Investment Consulting Inc. | 24 | $790 | 0.00% | −4−14.3% | Reduced |
| Frazier Financial Advisors, LLC | 27 | $888 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $903 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 28 | $921 | 0.00% | +28 | New |
| Huntington National Bank | 37 | $1.22K | 0.00% | −14−27.5% | Reduced |
| First Horizon Advisors, Inc. | 38 | $1.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $1.28K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $1.38K | 0.00% | +42 | New |
| Hilltop National Bank | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 72 | $2.37K | 0.00% | +50+227.3% | Added |
| LGT Financial Advisors LLC | 74 | $2.43K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 74 | $2.43K | 0.00% | +74 | New |
| JFS Wealth Advisors, LLC | 76 | $2.50K | 0.00% | −1−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 103 | $3.39K | 0.00% | −588−85.1% | Reduced |
| Strategic Investment Solutions, Inc. | 100 | $3.43K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 117 | $3.85K | 0.00% | +49+72.1% | Added |
| Allworth Financial LP | 112 | $3.87K | 0.00% | +4+3.7% | Added |
| Bessemer Group Inc | 121 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $4.55K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $4.60K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $4.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $5.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 162 | $5.33K | 0.00% | +162 | New |
| Eagle Bay Advisors LLC | 199 | $6.54K | 0.00% | +12+6.4% | Added |
| WR Wealth Planners, LLC | 203 | $6.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 203 | $6.67K | 0.00% | +132+185.9% | Added |
| Parkside Financial Bank & Trust | 219 | $7.20K | 0.00% | +15+7.4% | Added |
| Manchester Capital Management LLC | 225 | $7.40K | 0.00% | +225 | New |
| Richardson Financial Services Inc. | 240 | $7.89K | 0.01% | −114−32.2% | Reduced |
| NBC Securities, Inc. | 285 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 274 | $9.00K | 0.01% | +10+3.8% | Added |
| Kelly Financial Services LLC | 321 | $10.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 335 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 330 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 365 | $12.0K | 0.00% | −374−50.6% | Reduced |
| Central Trust Co | 370 | $12.2K | 0.00% | −1,150−75.7% | Reduced |
| Rise Advisors, LLC | 387 | $12.7K | 0.01% | +15+4.0% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $13.2K | 0.00% | −2,600−86.7% | Reduced |
| WFA of San Diego, LLC | 435 | $14.3K | 0.01% | +435 | New |
| IFP Advisors, Inc | 438 | $14.4K | 0.00% | +339+342.4% | Added |
| FNY Investment Advisers, LLC | 500 | $16.0K | 0.01% | +500 | New |
| Plato Investment Management Ltd | 507 | $16.7K | 0.00% | +507 | New |
| Quarry LP | 524 | $17.2K | 0.01% | +109+26.3% | Added |
| EverSource Wealth Advisors, LLC | 571 | $19.6K | 0.00% | +422+283.2% | Added |
| Smartleaf Asset Management LLC | 606 | $19.8K | 0.00% | +81+15.4% | Added |
| Global Retirement Partners, LLC | 606 | $19.9K | 0.00% | −35−5.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 615 | $20.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 712 | $23.4K | 0.00% | +473+197.9% | Added |
| Principal Securities, Inc. | 760 | $25.0K | 0.00% | −232−23.4% | Reduced |
| Van Eck Associates Corp | 816 | $27.0K | 0.00% | −81−9.0% | Reduced |
| S.A. Mason LLC | 836 | $27.5K | 0.02% | +5+0.6% | Added |
| WealthCollab, LLC | 989 | $32.5K | 0.02% | −123−11.1% | Reduced |
| Gladius Capital Management LP | 989 | $32.5K | 0.03% | −4−0.4% | Reduced |
| Proequities, Inc. | 1,101 | $36.2K | 0.00% | +382+53.1% | Added |
| Virtus Fund Advisers, LLC | 1,166 | $38.3K | 0.15% | −228−16.4% | Reduced |
| Hexagon Capital Partners LLC | 1,373 | $45.1K | 0.01% | +15+1.1% | Added |
| Mather Group, LLC. | 1,300 | $47.0K | 0.00% | +1,300 | New |
| CWM, LLC | 1,444 | $47.0K | 0.00% | +1,311+985.7% | Added |
| Umb Bank N A | 1,436 | $47.2K | 0.00% | +296+26.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,552 | $51.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,643 | $54.0K | 0.02% | −31−1.9% | Reduced |
| KBC Group NV | 1,784 | $59.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,896 | $62.0K | 0.00% | +1,896 | New |
| Headlands Technologies LLC | 1,945 | $64.0K | 0.01% | +1,117+134.9% | Added |
| Asset Management One Co.,Ltd. | 2,028 | $66.7K | 0.00% | +2,028 | New |
| Trivant Custom Portfolio Group, LLC | 2,100 | $69.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,373 | $78.0K | 0.00% | −32−1.3% | Reduced |
| TD Private Client Wealth LLC | 3,103 | $102.0K | 0.00% | +375+13.7% | Added |
| nVerses Capital, LLC | 3,200 | $105.2K | 0.06% | +3,200 | New |
| Advisor Group Holdings, Inc. | 3,361 | $110.5K | 0.00% | −4,063−54.7% | Reduced |
| Acadian Asset Management LLC | 3,402 | $111.0K | 0.00% | +643+23.3% | Added |
| DekaBank Deutsche Girozentrale | 3,693 | $120.0K | 0.00% | +3,693 | New |
| Signaturefd, LLC | 3,993 | $131.3K | 0.00% | +1,789+81.2% | Added |
| Parallel Advisors, LLC | 4,186 | $137.6K | 0.00% | +1,532+57.7% | Added |
| Cape Investment Advisory, Inc. | 4,270 | $140.4K | 0.06% | −982−18.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,300 | $141.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,942 | $162.5K | 0.03% | +1,328+36.7% | Added |
| Ronald Blue Trust, Inc. | 5,232 | $189.0K | 0.00% | +1,405+36.7% | Added |
| Virtus Investment Advisers, Inc. | 6,064 | $199.4K | 0.17% | −1,485−19.7% | Reduced |
| Aquatic Capital Management LLC | 6,200 | $203.9K | 0.01% | −52,400−89.4% | Reduced |
| Los Angeles Capital Management LLC | 6,266 | $206.0K | 0.00% | +6,266 | New |
| O'Shaughnessy Asset Management, LLC | 6,292 | $206.9K | 0.00% | −6,107−49.3% | Reduced |
| JJJ Advisors Inc. | 6,399 | $210.4K | 0.04% | −405−6.0% | Reduced |
| Securian Asset Management, Inc | 6,401 | $210.5K | 0.01% | −318−4.7% | Reduced |
| State of Wisconsin Investment Board | 6,637 | $218.2K | 0.00% | +115+1.8% | Added |
| Abacus Planning Group, Inc. | 6,773 | $222.7K | 0.04% | +6,773 | New |
| MBM Wealth Consultants, LLC | 6,922 | $223.9K | 0.08% | +113+1.7% | Added |
| Avantax Planning Partners, Inc. | 7,000 | $230.2K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,000 | $230.2K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 7,042 | $231.5K | 0.01% | +269+4.0% | Added |
| Cim Investment Mangement Inc | 7,142 | $234.8K | 0.07% | −1,697−19.2% | Reduced |
| James Investment Research Inc | 7,196 | $236.6K | 0.03% | −20.0% | Reduced |
| Glenmede Trust Co NA | 7,500 | $246.6K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,850 | $258.1K | 0.01% | +7,850 | New |