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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 7,976 | $262.3K | 0.00% | +1,100+16.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,156 | $268.2K | 0.00% | −84−1.0% | Reduced |
| Pathstone Holdings, LLC | 8,183 | $269.1K | 0.00% | +796+10.8% | Added |
| Qsemble Capital Management, LP | 8,195 | $269.5K | 0.05% | −44,430−84.4% | Reduced |
| Federated Hermes, Inc. | 8,449 | $277.8K | 0.00% | −1,075−11.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,648 | $284.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,871 | $291.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,242 | $303.9K | 0.01% | +5,529+148.9% | Added |
| Meritage Portfolio Management | 9,310 | $306.0K | 0.02% | −7−0.1% | Reduced |
| Petrus Trust Company, LTA | 9,316 | $306.3K | 0.03% | +9,316 | New |
| Cetera Investment Advisers | 9,376 | $308.3K | 0.00% | −365−3.7% | Reduced |
| Neuberger Berman Group LLC | 9,586 | $315.2K | 0.00% | −11,325−54.2% | Reduced |
| US Bancorp | 9,943 | $326.9K | 0.00% | −405−3.9% | Reduced |
| XTX Topco Ltd | 10,169 | $334.4K | 0.03% | −2,472−19.6% | Reduced |
| Wealthcare Advisory Partners LLC | 10,241 | $336.7K | 0.01% | −184−1.8% | Reduced |
| First National Trust Co | 10,698 | $351.7K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 10,890 | $355.4K | 0.00% | +140+1.3% | Added |
| Pictet Asset Management Holding SA | 10,964 | $360.5K | 0.00% | +1,427+15.0% | Added |
| Royal Bank of Canada | 11,157 | $367.0K | 0.00% | +3,833+52.3% | Added |
| Two Sigma Securities, LLC | 12,010 | $394.9K | 0.02% | +12,010 | New |
| Lowe Brockenbrough & Co Inc | 12,381 | $407.1K | 0.03% | −280−2.2% | Reduced |
| Congress Wealth Management LLC | 12,382 | $407.1K | 0.01% | +12,382 | New |
| SEI Investments Co | 12,778 | $420.1K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,013 | $427.9K | 0.00% | −4,188−24.3% | Reduced |
| EntryPoint Capital, LLC | 14,793 | $486.4K | 0.23% | +11,100+300.6% | Added |
| Lazard Asset Management LLC | 15,876 | $520.0K | 0.00% | +12,229+335.3% | Added |
| Envestnet Asset Management Inc | 15,966 | $525.0K | 0.00% | −864−5.1% | Reduced |
| Deutsche Bank AG | 15,992 | $525.8K | 0.00% | −394,033−96.1% | Reduced |
| Rodgers Brothers Inc. | 16,275 | $535.1K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,298 | $535.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16,396 | $539.1K | 0.00% | −80.0% | Reduced |
| Oregon Public Employees Retirement Fund | 16,632 | $546.9K | 0.01% | −3,600−17.8% | Reduced |
| Teza Capital Management LLC | 16,992 | $558.7K | 0.07% | +11,228+194.8% | Added |
| Capital City Trust Co | 17,046 | $560.5K | 0.15% | −499−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 17,072 | $561.3K | 0.02% | −946−5.3% | Reduced |
| 1620 Investment Advisors, Inc. | 17,112 | $562.6K | 0.43% | +93+0.5% | Added |
| Squarepoint Ops LLC | 17,202 | $565.6K | 0.00% | −118,171−87.3% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $569.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,790 | $584.9K | 0.00% | −285−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,914 | $589.0K | 0.02% | −310−1.7% | Reduced |
| Handelsbanken Fonder AB | 17,953 | $590.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 18,026 | $592.7K | 0.44% | +3,762+26.4% | Added |
| Exchange Traded Concepts, LLC | 18,218 | $599.0K | 0.02% | +873+5.0% | Added |
| Prelude Capital Management, LLC | 18,531 | $609.3K | 0.05% | +3,903+26.7% | Added |
| JustInvest LLC | 18,972 | $623.8K | 0.01% | +4,117+27.7% | Added |
| Capstone Investment Advisors, LLC | 19,182 | $630.7K | 0.01% | +5,031+35.6% | Added |
| State of Michigan Retirement System | 19,376 | $637.1K | 0.00% | −700−3.5% | Reduced |
| Vise Technologies, Inc. | 19,587 | $644.0K | 0.11% | +2,158+12.4% | Added |
| DGS Capital Management, LLC | 19,784 | $650.5K | 0.18% | +2,812+16.6% | Added |
| Unison Advisors LLC | 19,831 | $652.0K | 0.08% | +153+0.8% | Added |
| Citigroup Inc | 20,248 | $665.8K | 0.00% | +6,428+46.5% | Added |
| Seven Eight Capital, LP | 20,735 | $681.8K | 0.07% | +20,735 | New |
| Pacer Advisors, Inc. | 22,150 | $728.3K | 0.00% | +5,942+36.7% | Added |
| Arizona State Retirement System | 22,383 | $736.0K | 0.00% | −134−0.6% | Reduced |
| HSBC Holdings PLC | 22,567 | $742.9K | 0.00% | +4,576+25.4% | Added |
| Ensign Peak Advisors, Inc | 22,686 | $745.9K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,700 | $746.4K | 0.01% | −800−3.4% | Reduced |
| Creative Planning | 23,216 | $763.3K | 0.00% | −68−0.3% | Reduced |
| McMahon Financial Advisors, LLC | 23,550 | $774.3K | 0.17% | +2,400+11.3% | Added |
| Fox Run Management, L.L.C. | 24,224 | $796.5K | 0.15% | −3,445−12.5% | Reduced |
| ABLE Financial Group, LLC | 25,128 | $826.2K | 0.30% | +25,128 | New |
| SG Americas Securities, LLC | 26,820 | $882.0K | 0.01% | +19,530+267.9% | Added |
| Engineers Gate Manager LP | 26,889 | $884.1K | 0.02% | −31,770−54.2% | Reduced |
| CI Private Wealth, LLC | 26,976 | $887.0K | 0.00% | +26,976 | New |
| Horizon Kinetics Asset Management LLC | 28,239 | $928.5K | 0.02% | −7,635−21.3% | Reduced |
| State Board of Administration of Florida Retirement System | 28,292 | $930.2K | 0.00% | −41,522−59.5% | Reduced |
| Wedge Capital Management L L P | 28,476 | $936.3K | 0.02% | +1,083+4.0% | Added |
| Teachers Retirement System of the State of Kentucky | 28,969 | $952.0K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 29,300 | $964.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 29,370 | $965.7K | 0.09% | +29,370 | New |
| Staley Capital Advisers Inc | 30,017 | $987.0K | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 30,992 | $1.02M | 0.00% | −19−0.1% | Reduced |
| Palisade Asset Management, LLC | 31,790 | $1.05M | 0.11% | −9,250−22.5% | Reduced |
| Jefferies Financial Group Inc. | 32,500 | $1.07M | 0.02% | +32,500 | New |
| Knights of Columbus Asset Advisors LLC | 32,564 | $1.07M | 0.07% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 32,702 | $1.08M | 0.01% | −26,024−44.3% | Reduced |
| Victory Capital Management Inc | 32,721 | $1.08M | 0.00% | −117−0.4% | Reduced |
| Yousif Capital Management, LLC | 32,809 | $1.08M | 0.01% | −3,605−9.9% | Reduced |
| Cornercap Investment Counsel Inc | 32,819 | $1.08M | 0.18% | +4,514+15.9% | Added |
| Texas Yale Capital Corp. | 32,829 | $1.08M | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 33,172 | $1.09M | 0.00% | +2,545+8.3% | Added |
| Dark Forest Capital Management LP | 33,600 | $1.10M | 0.20% | +17,701+111.3% | Added |
| Raymond James & Associates | 33,857 | $1.11M | 0.00% | −795−2.3% | Reduced |
| Wells Fargo & Company | 34,557 | $1.14M | 0.00% | −3,578−9.4% | Reduced |
| Danske Bank A/S | 34,902 | $1.15M | 0.00% | −165,973−82.6% | Reduced |
| Quantbot Technologies LP | 35,613 | $1.17M | 0.06% | +15,407+76.2% | Added |
| Sound View Wealth Advisors Group, LLC | 36,217 | $1.19M | 0.12% | +260+0.7% | Added |
| Amalgamated Bank | 36,259 | $1.19M | 0.01% | −3,800−9.5% | Reduced |
| Villanova Investment Management Co LLC | 36,464 | $1.20M | 1.27% | +36,464 | New |
| Y-Intercept (Hong Kong) Ltd | 37,534 | $1.23M | 0.07% | +23,122+160.4% | Added |
| The PNC Financial Services Group, Inc. | 37,752 | $1.24M | 0.00% | −848−2.2% | Reduced |
| Comerica Bank | 38,017 | $1.25M | 0.01% | −2,993−7.3% | Reduced |
| MetLife Investment Management | 40,827 | $1.34M | 0.01% | −2,468−5.7% | Reduced |
| Mutual of America Capital Management LLC | 45,956 | $1.51M | 0.02% | −2,730−5.6% | Reduced |
| Taylor Frigon Capital Management LLC | 46,342 | $1.52M | 0.73% | +6,944+17.6% | Added |
| Brevan Howard Capital Management LP | 46,994 | $1.55M | 0.10% | +11,446+32.2% | Added |
| Boxwood Ventures, Inc. | 47,266 | $1.55M | 2.50% | +30,901+188.8% | Added |
| Toroso Investments, LLC | 47,490 | $1.56M | 0.02% | +8,211+20.9% | Added |
| Legato Capital Management LLC | 47,695 | $1.57M | 0.21% | +2,137+4.7% | Added |
| Dean Capital Management | 47,695 | $1.57M | 2.02% | +2,137+4.7% | Added |