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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 47,719 | $1.75M | 0.00% | −740−1.5% | Reduced |
| Congress Asset Management Co | 49,277 | $1.81M | 0.01% | −449−0.9% | Reduced |
| Quest Partners LLC | 53,497 | $1.97M | 0.18% | −31,538−37.1% | Reduced |
| S&T Bank | 54,706 | $2.01M | 0.53% | −5,764−9.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 56,037 | $2.06M | 0.01% | −49,551−46.9% | Reduced |
| Canada Pension Plan Investment Board | 56,400 | $2.07M | 0.00% | +56,400 | New |
| Great West Life Assurance Co | 56,753 | $2.09M | 0.00% | +4,561+8.7% | Added |
| Kendall Capital Management | 58,135 | $2.14M | 0.66% | −95−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 58,530 | $2.15M | 0.01% | +967+1.7% | Added |
| Janus Henderson Group PLC | 59,500 | $2.19M | 0.00% | −3,021−4.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 60,603 | $2.23M | 0.02% | +6,552+12.1% | Added |
| Dean Investment Associates, LLC | 61,028 | $2.24M | 0.30% | −68,234−52.8% | Reduced |
| Paralel Advisors LLC | 63,196 | $2.32M | 0.10% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 63,525 | $2.34M | 0.00% | −3,781−5.6% | Reduced |
| California State Teachers Retirement System | 69,798 | $2.57M | 0.00% | −2,437−3.4% | Reduced |
| BNP Paribas Arbitrage, SA | 69,989 | $2.57M | 0.00% | −1,517−2.1% | Reduced |
| Moran Wealth Management, LLC | 70,557 | $2.59M | 0.08% | +2,386+3.5% | Added |
| Bridgewater Associates, LP | 74,193 | $2.73M | 0.02% | −9,267−11.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 85,546 | $3.15M | 1.31% | −1,800−2.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 90,914 | $3.34M | 0.68% | +21,732+31.4% | Added |
| Gamco Investors, Inc. Et Al | 92,100 | $3.39M | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 92,491 | $3.40M | 0.02% | −8,415−8.3% | Reduced |
| Retirement Systems of Alabama | 95,612 | $3.52M | 0.01% | −3,451−3.5% | Reduced |
| Panagora Asset Management Inc | 96,091 | $3.53M | 0.02% | −334−0.3% | Reduced |
| American Century Companies Inc | 98,054 | $3.61M | 0.00% | +41,721+74.1% | Added |
| Trexquant Investment LP | 100,191 | $3.68M | 0.05% | −54,724−35.3% | Reduced |
| Alps Advisors Inc | 108,616 | $3.99M | 0.03% | −4,744−4.2% | Reduced |
| Keeley-Teton Advisors, LLC | 115,585 | $4.25M | 0.47% | +26,562+29.8% | Added |
| Alpha Omega Wealth Management LLC | 116,967 | $4.30M | 0.79% | +231+0.2% | Added |
| Legal & General Group Plc | 120,842 | $4.44M | 0.00% | +718+0.6% | Added |
| BancorpSouth Bank | 122,328 | $4.50M | 0.31% | +2,469+2.1% | Added |
| Inlet Private Wealth, LLC | 123,950 | $4.56M | 1.16% | −33,150−21.1% | Reduced |
| Jane Street Group, LLC | 125,570 | $4.62M | 0.01% | −52,221−29.4% | Reduced |
| New York State Teachers Retirement System | 126,742 | $4.66M | 0.01% | −7,364−5.5% | Reduced |
| Schroder Investment Management Group | 132,643 | $4.91M | 0.01% | −100,548−43.1% | Reduced |
| Tudor Investment Corp Et Al | 135,301 | $4.98M | 0.05% | −19,082−12.4% | Reduced |
| Ameriprise Financial Inc | 138,077 | $5.08M | 0.00% | −2,756−2.0% | Reduced |
| Rhumbline Advisers | 142,341 | $5.23M | 0.00% | −5,415−3.7% | Reduced |
| Vestcor Inc | 149,625 | $5.50M | 0.17% | +9,885+7.1% | Added |
| Swiss National Bank | 156,217 | $5.74M | 0.00% | −1,100−0.7% | Reduced |
| Victory Capital Management Inc | 159,561 | $5.87M | 0.01% | +126,840+387.6% | Added |
| Factorial Partners, LLC | 160,239 | $5.89M | 3.39% | +16,500+11.5% | Added |
| ExodusPoint Capital Management, LP | 160,668 | $5.91M | 0.06% | +56,958+54.9% | Added |
| Principal Financial Group Inc | 177,174 | $6.51M | 0.00% | −84,133−32.2% | Reduced |
| Allianz Asset Management GmbH | 180,143 | $6.62M | 0.01% | +6,876+4.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 185,816 | $6.83M | 0.02% | +86,312+86.7% | Added |
| AXA S.A. | 187,880 | $6.91M | 0.02% | −682−0.4% | Reduced |
| UBS Asset Management Americas Inc | 189,689 | $6.97M | 0.00% | −22,785−10.7% | Reduced |
| Continental Advisors LLC | 190,467 | $7.00M | 5.17% | +5,500+3.0% | Added |
| Hourglass Capital, LLC | 194,300 | $7.14M | 1.99% | −318−0.2% | Reduced |
| Country Club Bank | 205,313 | $7.59M | 0.51% | −3,988−1.9% | Reduced |
| Barclays PLC | 215,650 | $7.93M | 0.00% | +150,017+228.6% | Added |
| Man Group plc | 218,770 | $8.04M | 0.02% | −23,601−9.7% | Reduced |
| Teacher Retirement System of Texas | 248,808 | $9.15M | 0.04% | +80,100+47.5% | Added |
| JPMorgan Chase & Co | 251,822 | $9.26M | 0.00% | −23,962−8.7% | Reduced |
| Thrivent Financial for Lutherans | 255,473 | $9.39M | 0.02% | −901−0.4% | Reduced |
| First Trust Advisors LP | 308,760 | $11.4M | 0.01% | +104,949+51.5% | Added |
| Renaissance Technologies LLC | 309,300 | $11.4M | 0.02% | +51,600+20.0% | Added |
| Voloridge Investment Management, LLC | 318,457 | $11.7M | 0.04% | +96,088+43.2% | Added |
| Bank of Montreal | 324,605 | $12.0M | 0.01% | +41,610+14.7% | Added |
| D. E. Shaw & Co., Inc. | 335,526 | $12.3M | 0.02% | −184,086−35.4% | Reduced |
| Cambria Investment Management, L.P. | 341,201 | $12.5M | 0.75% | −4,174−1.2% | Reduced |
| Algert Global LLC | 353,242 | $13.0M | 0.35% | +3,440+1.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 355,055 | $13.1M | 0.04% | −13,100−3.6% | Reduced |
| Interval Partners, LP | 365,744 | $13.4M | 0.38% | +59,599+19.5% | Added |
| UBS Group AG | 379,612 | $14.0M | 0.00% | +314,963+487.2% | Added |
| Royce & Associates LP | 391,232 | $14.4M | 0.13% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 418,252 | $15.4M | 2.38% | −651−0.2% | Reduced |
| HighTower Advisors, LLC | 450,525 | $16.6M | 0.02% | −9,820−2.1% | Reduced |
| Northern Trust Corp | 523,366 | $19.2M | 0.00% | −29,275−5.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 539,884 | $19.9M | 0.02% | −38,207−6.6% | Reduced |
| Bank of America Corp | 541,739 | $19.9M | 0.00% | +113,251+26.4% | Added |
| Commonwealth Equity Services, LLC | 560,475 | $20.6M | 0.03% | +8,943+1.6% | Added |
| LSV Asset Management | 587,476 | $21.6M | 0.05% | +225,149+62.1% | Added |
| Sprott Inc. | 589,135 | $21.7M | 1.39% | −1,100−0.2% | Reduced |
| Two Sigma Investments, LP | 743,784 | $27.3M | 0.06% | −17,935−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 769,167 | $28.3M | 0.01% | +152,926+24.8% | Added |
| Two Sigma Advisers, LP | 787,400 | $29.0M | 0.07% | +90,900+13.1% | Added |
| Bank of New York Mellon Corp | 830,215 | $30.5M | 0.01% | −19,393−2.3% | Reduced |
| Goldman Sachs Group Inc | 869,962 | $32.0M | 0.01% | +202,179+30.3% | Added |
| Assenagon Asset Management S.A. | 872,190 | $32.1M | 0.07% | −270,002−23.6% | Reduced |
| Balyasny Asset Management LLC | 874,926 | $32.2M | 0.08% | +501,888+134.5% | Added |
| Millennium Management LLC | 1,065,283 | $39.2M | 0.03% | +95,439+9.8% | Added |
| Morgan Stanley | 1,110,741 | $40.8M | 0.00% | −201,848−15.4% | Reduced |
| Alliancebernstein L.P. | 1,201,095 | $44.2M | 0.01% | +3,990+0.3% | Added |
| Geode Capital Management, LLC | 1,250,182 | $46.0M | 0.00% | +92,643+8.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,824,599 | $67.1M | 0.26% | −873,808−32.4% | Reduced |
| State Street Corp | 1,874,827 | $68.9M | 0.00% | −7,343−0.4% | Reduced |
| Citadel Advisors LLC | 2,094,666 | $77.0M | 0.08% | +1,042,118+99.0% | Added |
| Invesco Ltd. | 2,296,744 | $84.5M | 0.02% | −94,181−3.9% | Reduced |
| Dimensional Fund Advisors LP | 2,389,247 | $87.9M | 0.02% | +9050.0% | Added |
| AQR Capital Management LLC | 2,659,727 | $97.4M | 0.13% | −29,761−1.1% | Reduced |
| FMR LLC | 5,666,335 | $208.4M | 0.01% | +137,245+2.5% | Added |
| BlackRock, Inc. | 8,209,231 | $301.9M | 0.01% | +8,209,231 | New |
| Vanguard Group Inc | 8,600,525 | $316.2M | 0.01% | −201,344−2.3% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −424,054−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −312,910−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −241,836−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −95,899−100.0% | Sold out |