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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 9,376 | $308.3K | 0.00% | −365−3.7% | Reduced |
| Petrus Trust Company, LTA | 9,316 | $306.3K | 0.03% | +9,316 | New |
| Meritage Portfolio Management | 9,310 | $306.0K | 0.02% | −7−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,242 | $303.9K | 0.01% | +5,529+148.9% | Added |
| State of Alaska, Department of Revenue | 8,871 | $291.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,648 | $284.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 8,449 | $277.8K | 0.00% | −1,075−11.3% | Reduced |
| Qsemble Capital Management, LP | 8,195 | $269.5K | 0.05% | −44,430−84.4% | Reduced |
| Pathstone Holdings, LLC | 8,183 | $269.1K | 0.00% | +796+10.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,156 | $268.2K | 0.00% | −84−1.0% | Reduced |
| Russell Investments Group, Ltd. | 7,976 | $262.3K | 0.00% | +1,100+16.0% | Added |
| Centiva Capital, LP | 7,850 | $258.1K | 0.01% | +7,850 | New |
| Glenmede Trust Co NA | 7,500 | $246.6K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 7,196 | $236.6K | 0.03% | −20.0% | Reduced |
| Cim Investment Mangement Inc | 7,142 | $234.8K | 0.07% | −1,697−19.2% | Reduced |
| Diversified Trust Co | 7,042 | $231.5K | 0.01% | +269+4.0% | 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 |
| MBM Wealth Consultants, LLC | 6,922 | $223.9K | 0.08% | +113+1.7% | Added |
| Abacus Planning Group, Inc. | 6,773 | $222.7K | 0.04% | +6,773 | New |
| State of Wisconsin Investment Board | 6,637 | $218.2K | 0.00% | +115+1.8% | Added |
| Securian Asset Management, Inc | 6,401 | $210.5K | 0.01% | −318−4.7% | Reduced |
| JJJ Advisors Inc. | 6,399 | $210.4K | 0.04% | −405−6.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,292 | $206.9K | 0.00% | −6,107−49.3% | Reduced |
| Los Angeles Capital Management LLC | 6,266 | $206.0K | 0.00% | +6,266 | New |
| Aquatic Capital Management LLC | 6,200 | $203.9K | 0.01% | −52,400−89.4% | Reduced |
| Virtus Investment Advisers, Inc. | 6,064 | $199.4K | 0.17% | −1,485−19.7% | Reduced |
| Ronald Blue Trust, Inc. | 5,232 | $189.0K | 0.00% | +1,405+36.7% | Added |
| State of Wyoming | 4,942 | $162.5K | 0.03% | +1,328+36.7% | Added |
| Cullen/Frost Bankers, Inc. | 4,300 | $141.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4,270 | $140.4K | 0.06% | −982−18.7% | Reduced |
| Parallel Advisors, LLC | 4,186 | $137.6K | 0.00% | +1,532+57.7% | Added |
| Signaturefd, LLC | 3,993 | $131.3K | 0.00% | +1,789+81.2% | Added |
| DekaBank Deutsche Girozentrale | 3,693 | $120.0K | 0.00% | +3,693 | New |
| Acadian Asset Management LLC | 3,402 | $111.0K | 0.00% | +643+23.3% | Added |
| Advisor Group Holdings, Inc. | 3,361 | $110.5K | 0.00% | −4,063−54.7% | Reduced |
| nVerses Capital, LLC | 3,200 | $105.2K | 0.06% | +3,200 | New |
| TD Private Client Wealth LLC | 3,103 | $102.0K | 0.00% | +375+13.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,373 | $78.0K | 0.00% | −32−1.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 2,100 | $69.0K | 0.04% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 2,028 | $66.7K | 0.00% | +2,028 | New |
| Headlands Technologies LLC | 1,945 | $64.0K | 0.01% | +1,117+134.9% | Added |
| Simplex Trading, LLC | 1,896 | $62.0K | 0.00% | +1,896 | New |
| KBC Group NV | 1,784 | $59.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,643 | $54.0K | 0.02% | −31−1.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,552 | $51.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,436 | $47.2K | 0.00% | +296+26.0% | Added |
| CWM, LLC | 1,444 | $47.0K | 0.00% | +1,311+985.7% | Added |
| Mather Group, LLC. | 1,300 | $47.0K | 0.00% | +1,300 | New |
| Hexagon Capital Partners LLC | 1,373 | $45.1K | 0.01% | +15+1.1% | Added |
| Virtus Fund Advisers, LLC | 1,166 | $38.3K | 0.15% | −228−16.4% | Reduced |
| Proequities, Inc. | 1,101 | $36.2K | 0.00% | +382+53.1% | 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 |
| S.A. Mason LLC | 836 | $27.5K | 0.02% | +5+0.6% | Added |
| Van Eck Associates Corp | 816 | $27.0K | 0.00% | −81−9.0% | Reduced |
| Principal Securities, Inc. | 760 | $25.0K | 0.00% | −232−23.4% | Reduced |
| GAMMA Investing LLC | 712 | $23.4K | 0.00% | +473+197.9% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $20.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 606 | $19.9K | 0.00% | −35−5.5% | Reduced |
| Smartleaf Asset Management LLC | 606 | $19.8K | 0.00% | +81+15.4% | Added |
| EverSource Wealth Advisors, LLC | 571 | $19.6K | 0.00% | +422+283.2% | Added |
| Quarry LP | 524 | $17.2K | 0.01% | +109+26.3% | Added |
| Plato Investment Management Ltd | 507 | $16.7K | 0.00% | +507 | New |
| FNY Investment Advisers, LLC | 500 | $16.0K | 0.01% | +500 | New |
| IFP Advisors, Inc | 438 | $14.4K | 0.00% | +339+342.4% | Added |
| WFA of San Diego, LLC | 435 | $14.3K | 0.01% | +435 | New |
| Catalyst Funds Management Pty Ltd | 400 | $13.2K | 0.00% | −2,600−86.7% | Reduced |
| Rise Advisors, LLC | 387 | $12.7K | 0.01% | +15+4.0% | Added |
| Central Trust Co | 370 | $12.2K | 0.00% | −1,150−75.7% | Reduced |
| Fifth Third Bancorp | 365 | $12.0K | 0.00% | −374−50.6% | Reduced |
| Hillsdale Investment Management Inc. | 330 | $10.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 335 | $10.8K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 321 | $10.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 285 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 274 | $9.00K | 0.01% | +10+3.8% | Added |
| Richardson Financial Services Inc. | 240 | $7.89K | 0.01% | −114−32.2% | Reduced |
| Manchester Capital Management LLC | 225 | $7.40K | 0.00% | +225 | New |
| Parkside Financial Bank & Trust | 219 | $7.20K | 0.00% | +15+7.4% | 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 |
| Eagle Bay Advisors LLC | 199 | $6.54K | 0.00% | +12+6.4% | Added |
| Harbour Investments, Inc. | 162 | $5.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 162 | $5.33K | 0.00% | +162 | New |
| Farther Finance Advisors, LLC | 143 | $4.68K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $4.60K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $4.55K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 121 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 112 | $3.87K | 0.00% | +4+3.7% | Added |
| Private Wealth Management Group, LLC | 117 | $3.85K | 0.00% | +49+72.1% | Added |
| Strategic Investment Solutions, Inc. | 100 | $3.43K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 103 | $3.39K | 0.00% | −588−85.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $2.50K | 0.00% | −1−1.3% | Reduced |
| LGT Financial Advisors LLC | 74 | $2.43K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 74 | $2.43K | 0.00% | +74 | New |
| Lindbrook Capital, LLC | 72 | $2.37K | 0.00% | +50+227.3% | Added |
| Hilltop National Bank | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $1.38K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 39 | $1.28K | 0.00% | 00.0% | Unchanged |