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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Federated Hermes, Inc. as of Dec 31, 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
- 328
- +36 vs. Q3 2024
- Shares held
- 64.8M
- +1.49M (+2.4%) vs. Q3 2024
- Total value
- $2.66B
- +$336.3M (+14.4%) vs. Q3 2024
- New holders
- 65
- 109 more added
- Sold out
- 29
- 105 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 390 | $3.67B |
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,560,445 | $351.9M | 0.01% | +351,214+4.3% | Added |
| Vanguard Group Inc | 8,495,221 | $349.2M | 0.01% | −105,304−1.2% | Reduced |
| FMR LLC | 5,919,888 | $243.4M | 0.01% | +253,553+4.5% | Added |
| AQR Capital Management LLC | 2,558,025 | $105.2M | 0.14% | −101,702−3.8% | Reduced |
| Dimensional Fund Advisors LP | 2,350,042 | $96.6M | 0.02% | −39,205−1.6% | Reduced |
| Invesco Ltd. | 2,230,506 | $91.7M | 0.02% | −66,238−2.9% | Reduced |
| State Street Corp | 1,962,846 | $80.7M | 0.00% | +88,019+4.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,888,263 | $77.6M | 0.29% | +63,664+3.5% | Added |
| Citadel Advisors LLC | 1,379,991 | $56.7M | 0.05% | −714,675−34.1% | Reduced |
| Geode Capital Management, LLC | 1,282,252 | $52.7M | 0.00% | +32,070+2.6% | Added |
| Bank of New York Mellon Corp | 1,276,898 | $52.5M | 0.01% | +446,683+53.8% | Added |
| Goldman Sachs Group Inc | 1,041,870 | $42.8M | 0.01% | +171,908+19.8% | Added |
| Alliancebernstein L.P. | 979,370 | $40.3M | 0.01% | −221,725−18.5% | Reduced |
| Charles Schwab Investment Management Inc | 915,045 | $37.6M | 0.01% | +145,878+19.0% | Added |
| LSV Asset Management | 870,776 | $35.8M | 0.08% | +283,300+48.2% | Added |
| Arrowstreet Capital, Limited Partnership | 818,408 | $33.6M | 0.03% | +278,524+51.6% | Added |
| UBS Group AG | 809,467 | $33.3M | 0.01% | +429,855+113.2% | Added |
| Two Sigma Advisers, LP | 786,600 | $32.3M | 0.07% | −800−0.1% | Reduced |
| Morgan Stanley | 682,880 | $28.1M | 0.00% | −427,861−38.5% | Reduced |
| Assenagon Asset Management S.A. | 665,305 | $27.4M | 0.05% | −206,885−23.7% | Reduced |
| Two Sigma Investments, LP | 664,483 | $27.3M | 0.06% | −79,301−10.7% | Reduced |
| Acadian Asset Management LLC | 600,371 | $24.7M | 0.07% | +600,371 | New |
| Sprott Inc. | 564,135 | $23.2M | 1.54% | −25,000−4.2% | Reduced |
| Northern Trust Corp | 554,958 | $22.8M | 0.00% | +31,592+6.0% | Added |
| Commonwealth Equity Services, LLC | 531,249 | $21.8M | 0.03% | −29,226−5.2% | Reduced |
| Millennium Management LLC | 525,383 | $21.6M | 0.02% | −539,900−50.7% | Reduced |
| Renaissance Technologies LLC | 476,928 | $19.6M | 0.03% | +167,628+54.2% | Added |
| HighTower Advisors, LLC | 437,212 | $18.0M | 0.02% | −13,313−3.0% | Reduced |
| Foundation Resource Management Inc | 415,577 | $17.1M | 2.85% | −2,675−0.6% | Reduced |
| Allianz Asset Management GmbH | 414,531 | $17.0M | 0.02% | +234,388+130.1% | Added |
| Royce & Associates LP | 390,395 | $16.0M | 0.15% | −837−0.2% | Reduced |
| Algert Global LLC | 373,141 | $15.3M | 0.36% | +19,899+5.6% | Added |
| Voloridge Investment Management, LLC | 365,084 | $15.0M | 0.05% | +46,627+14.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 363,155 | $14.9M | 0.05% | +8,100+2.3% | Added |
| Cambria Investment Management, L.P. | 345,357 | $14.2M | 0.86% | +4,156+1.2% | Added |
| Bank of America Corp | 341,818 | $14.1M | 0.00% | −199,921−36.9% | Reduced |
| ExodusPoint Capital Management, LP | 308,153 | $12.7M | 0.13% | +147,485+91.8% | Added |
| JPMorgan Chase & Co | 268,221 | $11.0M | 0.00% | +16,399+6.5% | Added |
| Schroder Investment Management Group | 266,811 | $10.9M | 0.01% | +134,168+101.1% | Added |
| Teacher Retirement System of Texas | 264,841 | $10.9M | 0.04% | +16,033+6.4% | Added |
| Norges Bank | 258,800 | $10.6M | 0.00% | +258,800 | New |
| First Trust Advisors LP | 256,833 | $10.6M | 0.01% | −51,927−16.8% | Reduced |
| Barclays PLC | 246,718 | $10.1M | 0.01% | +31,068+14.4% | Added |
| Trexquant Investment LP | 224,892 | $9.25M | 0.11% | +124,701+124.5% | Added |
| Man Group plc | 217,728 | $8.95M | 0.03% | −1,042−0.5% | Reduced |
| UBS Asset Management Americas Inc | 214,653 | $8.82M | 0.00% | +24,964+13.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 198,401 | $8.16M | 0.02% | +12,585+6.8% | Added |
| Thrivent Financial for Lutherans | 190,594 | $7.84M | 0.02% | −64,879−25.4% | Reduced |
| Hourglass Capital, LLC | 184,410 | $7.58M | 2.09% | −9,890−5.1% | Reduced |
| Continental Advisors LLC | 177,859 | $7.31M | 5.55% | −12,608−6.6% | Reduced |
| Country Club Bank | 177,325 | $7.26M | 0.49% | −27,988−13.6% | Reduced |
| Principal Financial Group Inc | 174,623 | $7.18M | 0.00% | −2,551−1.4% | Reduced |
| Interval Partners, LP | 173,610 | $7.14M | 0.18% | −192,134−52.5% | Reduced |
| AXA S.A. | 170,525 | $7.01M | 0.02% | −17,355−9.2% | Reduced |
| Brandywine Global Investment Management, LLC | 166,399 | $6.84M | 0.05% | +166,399 | New |
| Factorial Partners, LLC | 160,239 | $6.59M | 3.78% | 00.0% | Unchanged |
| Victory Capital Management Inc | 159,431 | $6.55M | 0.01% | −130−0.1% | Reduced |
| Vestcor Inc | 157,884 | $6.49M | 0.22% | +8,259+5.5% | Added |
| Swiss National Bank | 154,317 | $6.34M | 0.00% | −1,900−1.2% | Reduced |
| Weiss Asset Management LP | 154,263 | $6.34M | 0.14% | +142,459+1,206.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 141,495 | $5.82M | 0.01% | +141,495 | New |
| Ameriprise Financial Inc | 139,957 | $5.75M | 0.00% | +1,880+1.4% | Added |
| D. E. Shaw & Co., Inc. | 137,527 | $5.65M | 0.01% | −197,999−59.0% | Reduced |
| Rhumbline Advisers | 137,287 | $5.64M | 0.01% | −5,054−3.6% | Reduced |
| Alps Advisors Inc | 127,438 | $5.24M | 0.03% | +18,822+17.3% | Added |
| New York State Teachers Retirement System | 126,562 | $5.20M | 0.01% | −180−0.1% | Reduced |
| BancorpSouth Bank | 123,058 | $5.06M | 0.34% | +730+0.6% | Added |
| Legal & General Group Plc | 122,686 | $5.04M | 0.00% | +1,844+1.5% | Added |
| Alpha Omega Wealth Management LLC | 116,698 | $4.80M | 0.91% | −269−0.2% | Reduced |
| Keeley-Teton Advisors, LLC | 113,896 | $4.68M | 0.54% | −1,689−1.5% | Reduced |
| Qube Research & Technologies Ltd | 112,975 | $4.64M | 0.01% | +112,975 | New |
| Bridgewater Associates, LP | 112,387 | $4.62M | 0.02% | +38,194+51.5% | Added |
| SEI Investments Co | 112,018 | $4.61M | 0.01% | +99,240+776.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 110,211 | $4.53M | 0.01% | +54,174+96.7% | Added |
| Phase 2 Partners, LLC | 109,981 | $4.52M | 3.39% | +109,981 | New |
| Dean Investment Associates, LLC | 103,949 | $4.27M | 0.61% | +42,921+70.3% | Added |
| Winton Group Ltd | 101,072 | $4.16M | 0.28% | +101,072 | New |
| American Century Companies Inc | 97,569 | $4.01M | 0.00% | −485−0.5% | Reduced |
| Retirement Systems of Alabama | 94,742 | $3.89M | 0.01% | −870−0.9% | Reduced |
| Freestone Grove Partners LP | 92,719 | $3.81M | 0.05% | +92,719 | New |
| Gamco Investors, Inc. Et Al | 92,100 | $3.79M | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 89,761 | $3.69M | 0.02% | −6,330−6.6% | Reduced |
| Corebridge Financial, Inc. | 87,625 | $3.60M | 0.02% | −4,866−5.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 82,346 | $3.39M | 1.46% | −3,200−3.7% | Reduced |
| Raymond James Financial Inc | 81,907 | $3.37M | 0.00% | +81,907 | New |
| HRT Financial LP | 81,476 | $3.35M | 0.02% | +49,178+152.3% | Added |
| Basswood Capital Management, L.L.C. | 80,787 | $3.32M | 0.19% | +80,787 | New |
| Schneider Downs Wealth Management Advisors, LP | 79,460 | $3.27M | 0.61% | −11,454−12.6% | Reduced |
| Russell Investments Group, Ltd. | 79,617 | $3.26M | 0.00% | +71,641+898.2% | Added |
| Inlet Private Wealth, LLC | 78,650 | $3.23M | 0.86% | −45,300−36.5% | Reduced |
| Moran Wealth Management, LLC | 72,427 | $2.98M | 0.09% | +1,870+2.7% | Added |
| Dean Capital Management | 70,058 | $2.88M | 1.23% | +31,347+81.0% | Added |
| Paralel Advisors LLC | 69,508 | $2.86M | 0.12% | +6,312+10.0% | Added |
| California State Teachers Retirement System | 67,608 | $2.78M | 0.00% | −2,190−3.1% | Reduced |
| Kendall Capital Management | 65,925 | $2.71M | 0.79% | +7,790+13.4% | Added |
| Quest Partners LLC | 64,141 | $2.64M | 0.35% | +10,644+19.9% | Added |
| Canada Pension Plan Investment Board | 61,700 | $2.54M | 0.00% | +5,300+9.4% | Added |
| Manufacturers Life Insurance Company, The | 61,399 | $2.52M | 0.00% | −2,126−3.3% | Reduced |
| Mubadala Investment Co PJSC | 58,440 | $2.40M | 0.01% | +58,440 | New |
| Great West Life Assurance Co | 56,313 | $2.31M | 0.00% | −440−0.8% | Reduced |