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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.

Q3 2024 vs. Q2 2024

How the institutions holding Federated Hermes, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of FHI: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders3112295−14
Shares64.3M8.44M63.4M+7.46M (+13.4%)
Value$2.11B$277.5M$2.33B+$492.7M (+26.8%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Federated Hermes, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to FHI in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.8,209,231$301.9M0.01%
Canada Pension Plan Investment Board56,400$2.07M0.00%
Synergy Financial Management, LLC47,061$1.73M0.26%
Radnor Capital Management, LLC46,090$1.70M0.25%
Marshall Wace, LLP36,404$1.34M0.00%
CWA Asset Management Group, LLC35,828$1.32M0.07%
Healthcare of Ontario Pension Plan Trust Fund35,000$1.29M0.00%
Prana Capital Management, LP21,237$780.9K0.04%
Verition Fund Management LLC17,160$631.0K0.00%
International Assets Investment Management, LLC21,768$592.0K0.00%
Advisors Preferred, LLC15,243$552.9K0.08%
Sanctuary Advisors, LLC12,911$546.7K0.00%
Crestline Management, LP13,649$501.9K0.03%
Weiss Asset Management LP11,804$434.0K0.01%
Inceptionr LLC7,226$265.7K0.06%
Waldron Private Wealth LLC7,109$261.4K0.01%
FORA Capital, LLC6,846$251.7K0.03%
Walleye Capital LLC6,608$243.0K0.00%
Hohimer Wealth Management, LLC6,212$228.4K0.05%
Quadrature Capital Ltd5,964$219.3K0.00%
Entropy Technologies, LP5,832$214.4K0.02%
WSFS Capital Management, LLC5,700$209.6K0.01%
Passumpsic Savings Bank5,597$205.8K0.14%
TrueMark Investments, LLC5,529$203.3K0.07%
Gilman Hill Asset Management, LLC5,494$202.0K0.03%
Xponance, Inc.5,478$201.4K0.00%
Bryn Mawr Trust Co3,065$112.7K0.00%
Neo Ivy Capital Management1,628$60.0K0.02%
Jones Financial Companies LLLP1,246$46.1K0.00%
Planned Solutions, Inc.1,240$45.6K0.02%
Capital Performance Advisors LLP401$14.7K0.00%
Hemington Wealth Management52$2.00K0.00%
Northwest Investment Counselors, LLC46$1.69K0.00%
Claris Advisors, LLC8$2940.00%

Sold out (48)

Institutions that held Federated Hermes, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of FHI in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Wellington Management Group LLP424,054$13.9M
Qube Research & Technologies Ltd312,910$10.3M
Prospector Partners LLC241,836$7.95M
Clark Capital Management Group, Inc.95,899$3.15M
Connor, Clark & Lunn Investment Management Ltd.90,374$2.97M
Susquehanna International Group, LLP84,390$2.77M
Graham Capital Management, L.P.55,158$1.81M
Toroso Investments, LLC47,490$1.56M
Prudential Financial Inc33,172$1.09M
Knights of Columbus Asset Advisors LLC32,564$1.07M
Jefferies Financial Group Inc.32,500$1.07M
PDT Partners, LLC29,370$965.7K
Engineers Gate Manager LP26,889$884.1K
Seven Eight Capital, LP20,735$681.8K
Unison Advisors LLC19,831$652.0K
Capstone Investment Advisors, LLC19,182$630.7K
Teza Capital Management LLC16,992$558.7K
Lazard Asset Management LLC15,876$520.0K
Two Sigma Securities, LLC12,010$394.9K
Petrus Trust Company, LTA9,316$306.3K
Qsemble Capital Management, LP8,195$269.5K
Raymond James Financial Services Advisors, Inc.8,156$268.2K
Glenmede Trust Co NA7,500$246.6K
Abacus Planning Group, Inc.6,773$222.7K
Los Angeles Capital Management LLC6,266$206.0K
Aquatic Capital Management LLC6,200$203.9K
State of Wyoming4,942$162.5K
Acadian Asset Management LLC3,402$111.0K
nVerses Capital, LLC3,200$105.2K
Trivant Custom Portfolio Group, LLC2,100$69.0K
Asset Management One Co.,Ltd.2,028$66.7K
Headlands Technologies LLC1,945$64.0K
Mather Group, LLC.1,300$47.0K
Proequities, Inc.1,101$36.2K
Principal Securities, Inc.760$25.0K
Global Retirement Partners, LLC606$19.9K
Quarry LP524$17.2K
Plato Investment Management Ltd507$16.7K
FNY Investment Advisers, LLC500$16.0K
IFP Advisors, Inc438$14.4K
Hillsdale Investment Management Inc.330$10.8K
Kelly Financial Services LLC321$10.6K
Lindbrook Capital, LLC72$2.37K
Assetmark, Inc42$1.38K
Huntington National Bank37$1.22K
Frazier Financial Advisors, LLC27$888
Innealta Capital, LLC14$460
Toronto Dominion Bank2$66

Not filed for Q3 2024 yet (2)

Institutions that held Federated Hermes, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FHI in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.8,434,533$277.3M
JJJ Advisors Inc.6,399$210.4K