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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 8 | $294 | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 9 | $331 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11 | $427 | 0.00% | −27−71.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $736 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $883 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 34 | $1.00K | 0.00% | −1,862−98.2% | Reduced |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 28 | $1.02K | 0.00% | +1+3.7% | Added |
| SRS Capital Advisors, Inc. | 28 | $1.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $1.43K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 46 | $1.69K | 0.00% | +46 | New |
| Hilltop National Bank | 50 | $1.84K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 52 | $2.00K | 0.00% | +52 | New |
| CVA Family Office, LLC | 74 | $2.72K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 74 | $2.72K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $3.24K | 0.00% | +12+15.8% | Added |
| Versant Capital Management, Inc | 98 | $3.60K | 0.00% | −64−39.5% | Reduced |
| Strategic Investment Solutions, Inc. | 100 | $3.68K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 103 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $4.12K | 0.00% | −91−44.8% | Reduced |
| Private Wealth Management Group, LLC | 117 | $4.30K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 125 | $4.60K | 0.00% | +13+11.6% | Added |
| Eagle Bay Advisors LLC | 138 | $5.07K | 0.00% | −61−30.7% | Reduced |
| Rosenberg Matthew Hamilton | 139 | $5.11K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 151 | $5.55K | 0.00% | −68−31.1% | Reduced |
| Harbour Investments, Inc. | 162 | $5.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 176 | $6.00K | 0.00% | +55+45.5% | Added |
| WR Wealth Planners, LLC | 203 | $7.46K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 240 | $7.89K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 236 | $8.68K | 0.00% | +11+4.9% | Added |
| NBC Securities, Inc. | 285 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 274 | $10.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 335 | $12.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 355 | $13.1K | 0.00% | −216−37.8% | Reduced |
| Central Trust Co | 370 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 390 | $14.4K | 0.01% | +3+0.8% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 401 | $14.7K | 0.00% | +401 | New |
| WFA of San Diego, LLC | 435 | $16.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 436 | $16.0K | 0.00% | +71+19.5% | Added |
| Farther Finance Advisors, LLC | 541 | $19.9K | 0.00% | +398+278.3% | Added |
| Smartleaf Asset Management LLC | 608 | $22.5K | 0.00% | +2+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $23.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 841 | $30.9K | 0.02% | −148−15.0% | Reduced |
| S.A. Mason LLC | 841 | $30.9K | 0.02% | +5+0.6% | Added |
| Van Eck Associates Corp | 899 | $34.0K | 0.00% | +83+10.2% | Added |
| Gladius Capital Management LP | 928 | $34.1K | 0.02% | −61−6.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $36.8K | 0.00% | +900+900.0% | Added |
| GAMMA Investing LLC | 1,061 | $39.0K | 0.00% | +349+49.0% | Added |
| Virtus Fund Advisers, LLC | 1,166 | $42.9K | 0.17% | 00.0% | Unchanged |
| Umb Bank N A | 1,214 | $44.6K | 0.00% | −222−15.5% | Reduced |
| Planned Solutions, Inc. | 1,240 | $45.6K | 0.02% | +1,240 | New |
| Jones Financial Companies LLLP | 1,246 | $46.1K | 0.00% | +1,246 | New |
| Danske Bank A/S | 1,300 | $47.8K | 0.00% | −33,602−96.3% | Reduced |
| Hexagon Capital Partners LLC | 1,499 | $55.1K | 0.01% | +126+9.2% | Added |
| Whittier Trust Co of Nevada Inc | 1,552 | $57.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,569 | $57.7K | 0.00% | −1,792−53.3% | Reduced |
| Neo Ivy Capital Management | 1,628 | $60.0K | 0.02% | +1,628 | New |
| City State Bank | 1,633 | $60.0K | 0.02% | −10−0.6% | Reduced |
| KBC Group NV | 1,784 | $66.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,058 | $75.7K | 0.00% | −315−13.3% | Reduced |
| CWM, LLC | 2,523 | $93.0K | 0.00% | +1,079+74.7% | Added |
| TD Private Client Wealth LLC | 2,772 | $101.9K | 0.00% | −331−10.7% | Reduced |
| Bryn Mawr Trust Co | 3,065 | $112.7K | 0.00% | +3,065 | New |
| DekaBank Deutsche Girozentrale | 3,693 | $136.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,724 | $136.9K | 0.00% | −269−6.7% | Reduced |
| Cape Investment Advisory, Inc. | 4,093 | $150.5K | 0.06% | −177−4.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,300 | $158.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,621 | $169.9K | 0.00% | +435+10.4% | Added |
| Xponance, Inc. | 5,478 | $201.4K | 0.00% | +5,478 | New |
| Gilman Hill Asset Management, LLC | 5,494 | $202.0K | 0.03% | +5,494 | New |
| Dark Forest Capital Management LP | 5,498 | $202.2K | 0.03% | −28,102−83.6% | Reduced |
| TrueMark Investments, LLC | 5,529 | $203.3K | 0.07% | +5,529 | New |
| Passumpsic Savings Bank | 5,597 | $205.8K | 0.14% | +5,597 | New |
| HSBC Holdings PLC | 5,701 | $209.6K | 0.00% | −16,866−74.7% | Reduced |
| WSFS Capital Management, LLC | 5,700 | $209.6K | 0.01% | +5,700 | New |
| Ledyard National Bank | 5,722 | $210.4K | 0.02% | −75,099−92.9% | Reduced |
| Entropy Technologies, LP | 5,832 | $214.4K | 0.02% | +5,832 | New |
| Quadrature Capital Ltd | 5,964 | $219.3K | 0.00% | +5,964 | New |
| Virtus Investment Advisers, Inc. | 6,064 | $223.0K | 0.18% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,120 | $225.0K | 0.01% | −281−4.4% | Reduced |
| Hohimer Wealth Management, LLC | 6,212 | $228.4K | 0.05% | +6,212 | New |
| Walleye Capital LLC | 6,608 | $243.0K | 0.00% | +6,608 | New |
| State of Wisconsin Investment Board | 6,637 | $244.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,726 | $247.3K | 0.01% | −48,202−87.8% | Reduced |
| SG Americas Securities, LLC | 6,836 | $251.0K | 0.00% | −19,984−74.5% | Reduced |
| FORA Capital, LLC | 6,846 | $251.7K | 0.03% | +6,846 | New |
| EntryPoint Capital, LLC | 6,927 | $254.7K | 0.14% | −7,866−53.2% | Reduced |
| Avantax Planning Partners, Inc. | 7,000 | $257.4K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,000 | $257.4K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7,005 | $257.6K | 0.08% | +83+1.2% | Added |
| Waldron Private Wealth LLC | 7,109 | $261.4K | 0.01% | +7,109 | New |
| Cim Investment Mangement Inc | 7,142 | $262.6K | 0.08% | 00.0% | Unchanged |
| Inceptionr LLC | 7,226 | $265.7K | 0.06% | +7,226 | New |
| Royal Bank of Canada | 7,698 | $284.0K | 0.00% | −3,459−31.0% | Reduced |
| James Investment Research Inc | 7,896 | $290.3K | 0.03% | +700+9.7% | Added |
| Diversified Trust Co | 7,970 | $293.1K | 0.01% | +928+13.2% | Added |
| Russell Investments Group, Ltd. | 7,976 | $293.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,193 | $301.3K | 0.00% | −1,183−12.6% | Reduced |