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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Federated Hermes, Inc. as of Sep 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
- 295
- −14 vs. Q2 2024
- Shares held
- 63.4M
- +7.46M (+13.4%) vs. Q2 2024
- Total value
- $2.33B
- +$492.7M (+26.8%) vs. Q2 2024
- New holders
- 34
- 86 more added
- Sold out
- 48
- 123 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 390 | $3.67B |
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,600,525 | $316.2M | 0.01% | −201,344−2.3% | Reduced |
| BlackRock, Inc. | 8,209,231 | $301.9M | 0.01% | +8,209,231 | New |
| FMR LLC | 5,666,335 | $208.4M | 0.01% | +137,245+2.5% | Added |
| AQR Capital Management LLC | 2,659,727 | $97.4M | 0.13% | −29,761−1.1% | Reduced |
| Dimensional Fund Advisors LP | 2,389,247 | $87.9M | 0.02% | +9050.0% | Added |
| Invesco Ltd. | 2,296,744 | $84.5M | 0.02% | −94,181−3.9% | Reduced |
| Citadel Advisors LLC | 2,094,666 | $77.0M | 0.08% | +1,042,118+99.0% | Added |
| State Street Corp | 1,874,827 | $68.9M | 0.00% | −7,343−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,824,599 | $67.1M | 0.26% | −873,808−32.4% | Reduced |
| Geode Capital Management, LLC | 1,250,182 | $46.0M | 0.00% | +92,643+8.0% | Added |
| Alliancebernstein L.P. | 1,201,095 | $44.2M | 0.01% | +3,990+0.3% | Added |
| Morgan Stanley | 1,110,741 | $40.8M | 0.00% | −201,848−15.4% | Reduced |
| Millennium Management LLC | 1,065,283 | $39.2M | 0.03% | +95,439+9.8% | Added |
| Balyasny Asset Management LLC | 874,926 | $32.2M | 0.08% | +501,888+134.5% | Added |
| Assenagon Asset Management S.A. | 872,190 | $32.1M | 0.07% | −270,002−23.6% | Reduced |
| Goldman Sachs Group Inc | 869,962 | $32.0M | 0.01% | +202,179+30.3% | Added |
| Bank of New York Mellon Corp | 830,215 | $30.5M | 0.01% | −19,393−2.3% | Reduced |
| Two Sigma Advisers, LP | 787,400 | $29.0M | 0.07% | +90,900+13.1% | Added |
| Charles Schwab Investment Management Inc | 769,167 | $28.3M | 0.01% | +152,926+24.8% | Added |
| Two Sigma Investments, LP | 743,784 | $27.3M | 0.06% | −17,935−2.4% | Reduced |
| Sprott Inc. | 589,135 | $21.7M | 1.39% | −1,100−0.2% | Reduced |
| LSV Asset Management | 587,476 | $21.6M | 0.05% | +225,149+62.1% | Added |
| Commonwealth Equity Services, LLC | 560,475 | $20.6M | 0.03% | +8,943+1.6% | Added |
| Bank of America Corp | 541,739 | $19.9M | 0.00% | +113,251+26.4% | Added |
| Arrowstreet Capital, Limited Partnership | 539,884 | $19.9M | 0.02% | −38,207−6.6% | Reduced |
| Northern Trust Corp | 523,366 | $19.2M | 0.00% | −29,275−5.3% | Reduced |
| HighTower Advisors, LLC | 450,525 | $16.6M | 0.02% | −9,820−2.1% | Reduced |
| Foundation Resource Management Inc | 418,252 | $15.4M | 2.38% | −651−0.2% | Reduced |
| Royce & Associates LP | 391,232 | $14.4M | 0.13% | 00.0% | Unchanged |
| UBS Group AG | 379,612 | $14.0M | 0.00% | +314,963+487.2% | Added |
| Interval Partners, LP | 365,744 | $13.4M | 0.38% | +59,599+19.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 355,055 | $13.1M | 0.04% | −13,100−3.6% | Reduced |
| Algert Global LLC | 353,242 | $13.0M | 0.35% | +3,440+1.0% | Added |
| Cambria Investment Management, L.P. | 341,201 | $12.5M | 0.75% | −4,174−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 335,526 | $12.3M | 0.02% | −184,086−35.4% | Reduced |
| Bank of Montreal | 324,605 | $12.0M | 0.01% | +41,610+14.7% | Added |
| Voloridge Investment Management, LLC | 318,457 | $11.7M | 0.04% | +96,088+43.2% | Added |
| Renaissance Technologies LLC | 309,300 | $11.4M | 0.02% | +51,600+20.0% | Added |
| First Trust Advisors LP | 308,760 | $11.4M | 0.01% | +104,949+51.5% | Added |
| Thrivent Financial for Lutherans | 255,473 | $9.39M | 0.02% | −901−0.4% | Reduced |
| JPMorgan Chase & Co | 251,822 | $9.26M | 0.00% | −23,962−8.7% | Reduced |
| Teacher Retirement System of Texas | 248,808 | $9.15M | 0.04% | +80,100+47.5% | Added |
| Man Group plc | 218,770 | $8.04M | 0.02% | −23,601−9.7% | Reduced |
| Barclays PLC | 215,650 | $7.93M | 0.00% | +150,017+228.6% | Added |
| Country Club Bank | 205,313 | $7.59M | 0.51% | −3,988−1.9% | Reduced |
| Hourglass Capital, LLC | 194,300 | $7.14M | 1.99% | −318−0.2% | Reduced |
| Continental Advisors LLC | 190,467 | $7.00M | 5.17% | +5,500+3.0% | Added |
| UBS Asset Management Americas Inc | 189,689 | $6.97M | 0.00% | −22,785−10.7% | Reduced |
| AXA S.A. | 187,880 | $6.91M | 0.02% | −682−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 185,816 | $6.83M | 0.02% | +86,312+86.7% | Added |
| Allianz Asset Management GmbH | 180,143 | $6.62M | 0.01% | +6,876+4.0% | Added |
| Principal Financial Group Inc | 177,174 | $6.51M | 0.00% | −84,133−32.2% | Reduced |
| ExodusPoint Capital Management, LP | 160,668 | $5.91M | 0.06% | +56,958+54.9% | Added |
| Factorial Partners, LLC | 160,239 | $5.89M | 3.39% | +16,500+11.5% | Added |
| Victory Capital Management Inc | 159,561 | $5.87M | 0.01% | +126,840+387.6% | Added |
| Swiss National Bank | 156,217 | $5.74M | 0.00% | −1,100−0.7% | Reduced |
| Vestcor Inc | 149,625 | $5.50M | 0.17% | +9,885+7.1% | Added |
| Rhumbline Advisers | 142,341 | $5.23M | 0.00% | −5,415−3.7% | Reduced |
| Ameriprise Financial Inc | 138,077 | $5.08M | 0.00% | −2,756−2.0% | Reduced |
| Tudor Investment Corp Et Al | 135,301 | $4.98M | 0.05% | −19,082−12.4% | Reduced |
| Schroder Investment Management Group | 132,643 | $4.91M | 0.01% | −100,548−43.1% | Reduced |
| New York State Teachers Retirement System | 126,742 | $4.66M | 0.01% | −7,364−5.5% | Reduced |
| Jane Street Group, LLC | 125,570 | $4.62M | 0.01% | −52,221−29.4% | Reduced |
| Inlet Private Wealth, LLC | 123,950 | $4.56M | 1.16% | −33,150−21.1% | Reduced |
| BancorpSouth Bank | 122,328 | $4.50M | 0.31% | +2,469+2.1% | Added |
| Legal & General Group Plc | 120,842 | $4.44M | 0.00% | +718+0.6% | Added |
| Alpha Omega Wealth Management LLC | 116,967 | $4.30M | 0.79% | +231+0.2% | Added |
| Keeley-Teton Advisors, LLC | 115,585 | $4.25M | 0.47% | +26,562+29.8% | Added |
| Alps Advisors Inc | 108,616 | $3.99M | 0.03% | −4,744−4.2% | Reduced |
| Trexquant Investment LP | 100,191 | $3.68M | 0.05% | −54,724−35.3% | Reduced |
| American Century Companies Inc | 98,054 | $3.61M | 0.00% | +41,721+74.1% | Added |
| Panagora Asset Management Inc | 96,091 | $3.53M | 0.02% | −334−0.3% | Reduced |
| Retirement Systems of Alabama | 95,612 | $3.52M | 0.01% | −3,451−3.5% | Reduced |
| Corebridge Financial, Inc. | 92,491 | $3.40M | 0.02% | −8,415−8.3% | Reduced |
| Gamco Investors, Inc. Et Al | 92,100 | $3.39M | 0.03% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 90,914 | $3.34M | 0.68% | +21,732+31.4% | Added |
| Murphy Pohlad Asset Management LLC | 85,546 | $3.15M | 1.31% | −1,800−2.1% | Reduced |
| Bridgewater Associates, LP | 74,193 | $2.73M | 0.02% | −9,267−11.1% | Reduced |
| Moran Wealth Management, LLC | 70,557 | $2.59M | 0.08% | +2,386+3.5% | Added |
| BNP Paribas Arbitrage, SA | 69,989 | $2.57M | 0.00% | −1,517−2.1% | Reduced |
| California State Teachers Retirement System | 69,798 | $2.57M | 0.00% | −2,437−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 63,525 | $2.34M | 0.00% | −3,781−5.6% | Reduced |
| Paralel Advisors LLC | 63,196 | $2.32M | 0.10% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 61,028 | $2.24M | 0.30% | −68,234−52.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 60,603 | $2.23M | 0.02% | +6,552+12.1% | Added |
| Janus Henderson Group PLC | 59,500 | $2.19M | 0.00% | −3,021−4.8% | Reduced |
| State of New Jersey Common Pension Fund D | 58,530 | $2.15M | 0.01% | +967+1.7% | Added |
| Kendall Capital Management | 58,135 | $2.14M | 0.66% | −95−0.2% | Reduced |
| Great West Life Assurance Co | 56,753 | $2.09M | 0.00% | +4,561+8.7% | Added |
| Canada Pension Plan Investment Board | 56,400 | $2.07M | 0.00% | +56,400 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 56,037 | $2.06M | 0.01% | −49,551−46.9% | Reduced |
| S&T Bank | 54,706 | $2.01M | 0.53% | −5,764−9.5% | Reduced |
| Quest Partners LLC | 53,497 | $1.97M | 0.18% | −31,538−37.1% | Reduced |
| Congress Asset Management Co | 49,277 | $1.81M | 0.01% | −449−0.9% | Reduced |
| Janney Montgomery Scott LLC | 47,719 | $1.75M | 0.00% | −740−1.5% | Reduced |
| Truist Financial Corp | 47,681 | $1.75M | 0.00% | −232−0.5% | Reduced |
| Synergy Financial Management, LLC | 47,061 | $1.73M | 0.26% | +47,061 | New |
| Campbell & CO Investment Adviser LLC | 46,185 | $1.70M | 0.13% | −13,264−22.3% | Reduced |
| Radnor Capital Management, LLC | 46,090 | $1.70M | 0.25% | +46,090 | New |
| Taylor Frigon Capital Management LLC | 45,171 | $1.66M | 0.83% | −1,171−2.5% | Reduced |