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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 42,541 | $1.56M | 0.02% | −3,415−7.4% | Reduced |
| CI Private Wealth, LLC | 40,453 | $1.49M | 0.00% | +13,477+50.0% | Added |
| MetLife Investment Management | 39,301 | $1.45M | 0.01% | −1,526−3.7% | Reduced |
| Dean Capital Management | 38,711 | $1.42M | 0.60% | −8,984−18.8% | Reduced |
| Ontario Teachers Pension Plan Board | 37,144 | $1.37M | 0.01% | +4,442+13.6% | Added |
| The PNC Financial Services Group, Inc. | 36,811 | $1.35M | 0.00% | −941−2.5% | Reduced |
| Villanova Investment Management Co LLC | 36,505 | $1.34M | 1.43% | +41+0.1% | Added |
| Marshall Wace, LLP | 36,404 | $1.34M | 0.00% | +36,404 | New |
| CWA Asset Management Group, LLC | 35,828 | $1.32M | 0.07% | +35,828 | New |
| Citigroup Inc | 35,511 | $1.31M | 0.00% | +15,263+75.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 35,000 | $1.29M | 0.00% | +35,000 | New |
| State of Tennessee, Treasury Department | 34,505 | $1.27M | 0.00% | −13,495−28.1% | Reduced |
| Comerica Bank | 33,390 | $1.23M | 0.00% | −4,627−12.2% | Reduced |
| Capital Fund Management S.A. | 33,284 | $1.22M | 0.01% | −15,060−31.2% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.21M | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 32,301 | $1.19M | 0.01% | −3,958−10.9% | Reduced |
| HRT Financial LP | 32,298 | $1.19M | 0.01% | −48,067−59.8% | Reduced |
| Vident Advisory, LLC | 31,858 | $1.17M | 0.03% | −74,394−70.0% | Reduced |
| Palisade Asset Management, LLC | 31,790 | $1.17M | 0.11% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 31,144 | $1.15M | 0.35% | +6,016+23.9% | Added |
| Quantbot Technologies LP | 31,055 | $1.14M | 0.05% | −4,558−12.8% | Reduced |
| Wells Fargo & Company | 30,119 | $1.11M | 0.00% | −4,438−12.8% | Reduced |
| Staley Capital Advisers Inc | 30,054 | $1.11M | 0.05% | +37+0.1% | Added |
| Price T Rowe Associates Inc | 29,247 | $1.08M | 0.00% | −53−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,969 | $1.06M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 28,292 | $1.04M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 28,291 | $1.04M | 0.00% | −2,701−8.7% | Reduced |
| Brevan Howard Capital Management LP | 28,055 | $1.03M | 0.05% | −18,939−40.3% | Reduced |
| Yousif Capital Management, LLC | 27,995 | $1.03M | 0.01% | −4,814−14.7% | Reduced |
| Wedge Capital Management L L P | 26,766 | $984.2K | 0.02% | −1,710−6.0% | Reduced |
| Squarepoint Ops LLC | 26,730 | $982.9K | 0.00% | +9,528+55.4% | Added |
| Raymond James & Associates | 26,720 | $982.5K | 0.00% | −7,137−21.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 26,532 | $975.6K | 0.01% | −1,707−6.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,876 | $914.7K | 0.06% | −12,658−33.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 23,935 | $880.1K | 0.07% | −12,282−33.9% | Reduced |
| Legato Capital Management LLC | 23,906 | $879.0K | 0.11% | −23,789−49.9% | Reduced |
| McMahon Financial Advisors, LLC | 23,550 | $865.9K | 0.19% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 23,507 | $864.4K | 0.00% | +1,357+6.1% | Added |
| Algebris (UK) Ltd | 25,927 | $856.2K | 0.36% | −276,908−91.4% | Reduced |
| Arizona State Retirement System | 23,020 | $846.4K | 0.01% | +637+2.8% | Added |
| Nebula Research & Development LLC | 22,986 | $845.2K | 0.10% | −30,458−57.0% | Reduced |
| Ensign Peak Advisors, Inc | 22,686 | $834.2K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,800 | $801.6K | 0.01% | −900−4.0% | Reduced |
| Exchange Traded Concepts, LLC | 21,680 | $797.2K | 0.02% | +3,462+19.0% | Added |
| Prana Capital Management, LP | 21,237 | $780.9K | 0.04% | +21,237 | New |
| Fox Run Management, L.L.C. | 20,944 | $770.1K | 0.17% | −3,280−13.5% | Reduced |
| DGS Capital Management, LLC | 20,715 | $761.7K | 0.21% | +931+4.7% | Added |
| Handelsbanken Fonder AB | 20,253 | $745.0K | 0.00% | +2,300+12.8% | Added |
| Congress Wealth Management LLC | 19,289 | $709.3K | 0.01% | +6,907+55.8% | Added |
| State of Michigan Retirement System | 18,676 | $686.7K | 0.00% | −700−3.6% | Reduced |
| JustInvest LLC | 18,534 | $681.5K | 0.01% | −438−2.3% | Reduced |
| Envestnet Asset Management Inc | 18,387 | $676.1K | 0.00% | +2,421+15.2% | Added |
| Creative Planning | 17,898 | $658.1K | 0.00% | −5,318−22.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,463 | $642.1K | 0.01% | −451−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,350 | $638.0K | 0.00% | −440−2.5% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $636.0K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 17,218 | $633.1K | 0.46% | +106+0.6% | Added |
| Verition Fund Management LLC | 17,160 | $631.0K | 0.00% | +17,160 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,638 | $611.8K | 0.00% | +340+2.1% | Added |
| Nisa Investment Advisors, LLC | 16,396 | $602.9K | 0.00% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 16,275 | $598.4K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 16,148 | $593.8K | 0.02% | −924−5.4% | Reduced |
| International Assets Investment Management, LLC | 21,768 | $592.0K | 0.00% | +21,768 | New |
| Oregon Public Employees Retirement Fund | 16,072 | $591.0K | 0.01% | −560−3.4% | Reduced |
| Cornercap Investment Counsel Inc | 16,008 | $588.6K | 0.17% | −16,811−51.2% | Reduced |
| Deutsche Bank AG | 15,992 | $588.0K | 0.00% | 00.0% | Unchanged |
| Capital City Trust Co | 15,516 | $570.5K | 0.14% | −1,530−9.0% | Reduced |
| LPL Financial LLC | 15,509 | $570.3K | 0.00% | +2,496+19.2% | Added |
| Advisors Preferred, LLC | 15,243 | $552.9K | 0.08% | +15,243 | New |
| Sanctuary Advisors, LLC | 12,911 | $546.7K | 0.00% | +12,911 | New |
| Vise Technologies, Inc. | 14,844 | $545.8K | 0.07% | −4,743−24.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,745 | $545.3K | 0.00% | +8,453+134.3% | Added |
| Crestline Management, LP | 13,649 | $501.9K | 0.03% | +13,649 | New |
| Boxwood Ventures, Inc. | 13,124 | $482.6K | 0.75% | −34,142−72.2% | Reduced |
| SEI Investments Co | 12,778 | $469.9K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,191 | $448.3K | 0.03% | −6,340−34.2% | Reduced |
| Weiss Asset Management LP | 11,804 | $434.0K | 0.01% | +11,804 | New |
| Lowe Brockenbrough & Co Inc | 11,466 | $421.6K | 0.03% | −915−7.4% | Reduced |
| National Bank of Canada | 10,964 | $403.1K | 0.00% | +74+0.7% | Added |
| First National Trust Co | 10,789 | $396.7K | 0.02% | +91+0.9% | Added |
| Keebeck Alpha, LP | 10,749 | $395.2K | 0.26% | −7,277−40.4% | Reduced |
| Centiva Capital, LP | 10,617 | $390.4K | 0.02% | +2,767+35.2% | Added |
| Gsa Capital Partners LLP | 10,292 | $378.0K | 0.03% | −42,302−80.4% | Reduced |
| Wealthcare Advisory Partners LLC | 10,241 | $376.6K | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 10,180 | $374.0K | 0.02% | +870+9.3% | Added |
| Pictet Asset Management Holding SA | 10,053 | $369.6K | 0.00% | −911−8.3% | Reduced |
| US Bancorp | 10,052 | $369.6K | 0.00% | +109+1.1% | Added |
| Tower Research Capital LLC (TRC) | 9,850 | $362.2K | 0.01% | +608+6.6% | Added |
| Neuberger Berman Group LLC | 9,591 | $352.7K | 0.00% | +5+0.1% | Added |
| XTX Topco Ltd | 9,582 | $352.3K | 0.03% | −587−5.8% | Reduced |
| State of Alaska, Department of Revenue | 9,146 | $336.0K | 0.00% | +275+3.1% | Added |
| Pathstone Holdings, LLC | 8,777 | $322.7K | 0.00% | +594+7.3% | Added |
| Public Employees Retirement Association of Colorado | 8,648 | $318.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 8,449 | $310.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,425 | $309.9K | 0.00% | +4,193+80.1% | Added |
| Cetera Investment Advisers | 8,193 | $301.3K | 0.00% | −1,183−12.6% | Reduced |
| Russell Investments Group, Ltd. | 7,976 | $293.3K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 7,970 | $293.1K | 0.01% | +928+13.2% | Added |
| James Investment Research Inc | 7,896 | $290.3K | 0.03% | +700+9.7% | Added |
| Royal Bank of Canada | 7,698 | $284.0K | 0.00% | −3,459−31.0% | Reduced |