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