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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 9,425 | $309.9K | 0.00% | +4,193+80.1% | Added |
| Federated Hermes, Inc. | 8,449 | $310.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,648 | $318.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,777 | $322.7K | 0.00% | +594+7.3% | Added |
| State of Alaska, Department of Revenue | 9,146 | $336.0K | 0.00% | +275+3.1% | Added |
| XTX Topco Ltd | 9,582 | $352.3K | 0.03% | −587−5.8% | Reduced |
| Neuberger Berman Group LLC | 9,591 | $352.7K | 0.00% | +5+0.1% | Added |
| Tower Research Capital LLC (TRC) | 9,850 | $362.2K | 0.01% | +608+6.6% | Added |
| US Bancorp | 10,052 | $369.6K | 0.00% | +109+1.1% | Added |
| Pictet Asset Management Holding SA | 10,053 | $369.6K | 0.00% | −911−8.3% | Reduced |
| Meritage Portfolio Management | 10,180 | $374.0K | 0.02% | +870+9.3% | Added |
| Wealthcare Advisory Partners LLC | 10,241 | $376.6K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,292 | $378.0K | 0.03% | −42,302−80.4% | Reduced |
| Centiva Capital, LP | 10,617 | $390.4K | 0.02% | +2,767+35.2% | Added |
| Keebeck Alpha, LP | 10,749 | $395.2K | 0.26% | −7,277−40.4% | Reduced |
| First National Trust Co | 10,789 | $396.7K | 0.02% | +91+0.9% | Added |
| National Bank of Canada | 10,964 | $403.1K | 0.00% | +74+0.7% | Added |
| Lowe Brockenbrough & Co Inc | 11,466 | $421.6K | 0.03% | −915−7.4% | Reduced |
| Weiss Asset Management LP | 11,804 | $434.0K | 0.01% | +11,804 | New |
| Prelude Capital Management, LLC | 12,191 | $448.3K | 0.03% | −6,340−34.2% | Reduced |
| SEI Investments Co | 12,778 | $469.9K | 0.00% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 13,124 | $482.6K | 0.75% | −34,142−72.2% | Reduced |
| Crestline Management, LP | 13,649 | $501.9K | 0.03% | +13,649 | New |
| O'Shaughnessy Asset Management, LLC | 14,745 | $545.3K | 0.00% | +8,453+134.3% | Added |
| Vise Technologies, Inc. | 14,844 | $545.8K | 0.07% | −4,743−24.2% | Reduced |
| Sanctuary Advisors, LLC | 12,911 | $546.7K | 0.00% | +12,911 | New |
| Advisors Preferred, LLC | 15,243 | $552.9K | 0.08% | +15,243 | New |
| LPL Financial LLC | 15,509 | $570.3K | 0.00% | +2,496+19.2% | Added |
| Capital City Trust Co | 15,516 | $570.5K | 0.14% | −1,530−9.0% | Reduced |
| Deutsche Bank AG | 15,992 | $588.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 16,008 | $588.6K | 0.17% | −16,811−51.2% | Reduced |
| Oregon Public Employees Retirement Fund | 16,072 | $591.0K | 0.01% | −560−3.4% | Reduced |
| International Assets Investment Management, LLC | 21,768 | $592.0K | 0.00% | +21,768 | New |
| Ameritas Investment Partners, Inc. | 16,148 | $593.8K | 0.02% | −924−5.4% | Reduced |
| Rodgers Brothers Inc. | 16,275 | $598.4K | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16,396 | $602.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,638 | $611.8K | 0.00% | +340+2.1% | Added |
| Verition Fund Management LLC | 17,160 | $631.0K | 0.00% | +17,160 | New |
| 1620 Investment Advisors, Inc. | 17,218 | $633.1K | 0.46% | +106+0.6% | Added |
| New Mexico Educational Retirement Board | 17,300 | $636.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,350 | $638.0K | 0.00% | −440−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,463 | $642.1K | 0.01% | −451−2.5% | Reduced |
| Creative Planning | 17,898 | $658.1K | 0.00% | −5,318−22.9% | Reduced |
| Envestnet Asset Management Inc | 18,387 | $676.1K | 0.00% | +2,421+15.2% | Added |
| JustInvest LLC | 18,534 | $681.5K | 0.01% | −438−2.3% | Reduced |
| State of Michigan Retirement System | 18,676 | $686.7K | 0.00% | −700−3.6% | Reduced |
| Congress Wealth Management LLC | 19,289 | $709.3K | 0.01% | +6,907+55.8% | Added |
| Handelsbanken Fonder AB | 20,253 | $745.0K | 0.00% | +2,300+12.8% | Added |
| DGS Capital Management, LLC | 20,715 | $761.7K | 0.21% | +931+4.7% | Added |
| Fox Run Management, L.L.C. | 20,944 | $770.1K | 0.17% | −3,280−13.5% | Reduced |
| Prana Capital Management, LP | 21,237 | $780.9K | 0.04% | +21,237 | New |
| Exchange Traded Concepts, LLC | 21,680 | $797.2K | 0.02% | +3,462+19.0% | Added |
| Louisiana State Employees Retirement System | 21,800 | $801.6K | 0.01% | −900−4.0% | Reduced |
| Ensign Peak Advisors, Inc | 22,686 | $834.2K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 22,986 | $845.2K | 0.10% | −30,458−57.0% | Reduced |
| Arizona State Retirement System | 23,020 | $846.4K | 0.01% | +637+2.8% | Added |
| Algebris (UK) Ltd | 25,927 | $856.2K | 0.36% | −276,908−91.4% | Reduced |
| Pacer Advisors, Inc. | 23,507 | $864.4K | 0.00% | +1,357+6.1% | Added |
| McMahon Financial Advisors, LLC | 23,550 | $865.9K | 0.19% | 00.0% | Unchanged |
| Legato Capital Management LLC | 23,906 | $879.0K | 0.11% | −23,789−49.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 23,935 | $880.1K | 0.07% | −12,282−33.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,876 | $914.7K | 0.06% | −12,658−33.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 26,532 | $975.6K | 0.01% | −1,707−6.0% | Reduced |
| Raymond James & Associates | 26,720 | $982.5K | 0.00% | −7,137−21.1% | Reduced |
| Squarepoint Ops LLC | 26,730 | $982.9K | 0.00% | +9,528+55.4% | Added |
| Wedge Capital Management L L P | 26,766 | $984.2K | 0.02% | −1,710−6.0% | Reduced |
| Yousif Capital Management, LLC | 27,995 | $1.03M | 0.01% | −4,814−14.7% | Reduced |
| Brevan Howard Capital Management LP | 28,055 | $1.03M | 0.05% | −18,939−40.3% | Reduced |
| Baird Financial Group, Inc. | 28,291 | $1.04M | 0.00% | −2,701−8.7% | Reduced |
| State Board of Administration of Florida Retirement System | 28,292 | $1.04M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 28,969 | $1.06M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 29,247 | $1.08M | 0.00% | −53−0.2% | Reduced |
| Staley Capital Advisers Inc | 30,054 | $1.11M | 0.05% | +37+0.1% | Added |
| Wells Fargo & Company | 30,119 | $1.11M | 0.00% | −4,438−12.8% | Reduced |
| Quantbot Technologies LP | 31,055 | $1.14M | 0.05% | −4,558−12.8% | Reduced |
| ABLE Financial Group, LLC | 31,144 | $1.15M | 0.35% | +6,016+23.9% | Added |
| Palisade Asset Management, LLC | 31,790 | $1.17M | 0.11% | 00.0% | Unchanged |
| Vident Advisory, LLC | 31,858 | $1.17M | 0.03% | −74,394−70.0% | Reduced |
| HRT Financial LP | 32,298 | $1.19M | 0.01% | −48,067−59.8% | Reduced |
| Amalgamated Bank | 32,301 | $1.19M | 0.01% | −3,958−10.9% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.21M | 0.05% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 33,284 | $1.22M | 0.01% | −15,060−31.2% | Reduced |
| Comerica Bank | 33,390 | $1.23M | 0.00% | −4,627−12.2% | Reduced |
| State of Tennessee, Treasury Department | 34,505 | $1.27M | 0.00% | −13,495−28.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,000 | $1.29M | 0.00% | +35,000 | New |
| Citigroup Inc | 35,511 | $1.31M | 0.00% | +15,263+75.4% | Added |
| CWA Asset Management Group, LLC | 35,828 | $1.32M | 0.07% | +35,828 | New |
| Marshall Wace, LLP | 36,404 | $1.34M | 0.00% | +36,404 | New |
| Villanova Investment Management Co LLC | 36,505 | $1.34M | 1.43% | +41+0.1% | Added |
| The PNC Financial Services Group, Inc. | 36,811 | $1.35M | 0.00% | −941−2.5% | Reduced |
| Ontario Teachers Pension Plan Board | 37,144 | $1.37M | 0.01% | +4,442+13.6% | Added |
| Dean Capital Management | 38,711 | $1.42M | 0.60% | −8,984−18.8% | Reduced |
| MetLife Investment Management | 39,301 | $1.45M | 0.01% | −1,526−3.7% | Reduced |
| CI Private Wealth, LLC | 40,453 | $1.49M | 0.00% | +13,477+50.0% | Added |
| Mutual of America Capital Management LLC | 42,541 | $1.56M | 0.02% | −3,415−7.4% | Reduced |
| Taylor Frigon Capital Management LLC | 45,171 | $1.66M | 0.83% | −1,171−2.5% | Reduced |
| Radnor Capital Management, LLC | 46,090 | $1.70M | 0.25% | +46,090 | New |
| Campbell & CO Investment Adviser LLC | 46,185 | $1.70M | 0.13% | −13,264−22.3% | Reduced |
| Synergy Financial Management, LLC | 47,061 | $1.73M | 0.26% | +47,061 | New |
| Truist Financial Corp | 47,681 | $1.75M | 0.00% | −232−0.5% | Reduced |