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, 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 | 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, 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2 | $82 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $123 | 0.00% | +3 | New |
| Lindbrook Capital, LLC | 4 | $164 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 7 | $288 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 9 | $370 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $370 | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 11 | $481 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $823 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $905 | 0.00% | −2−8.3% | Reduced |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $1.60K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 79 | $3.00K | 0.00% | +27+51.9% | Added |
| CVA Family Office, LLC | 74 | $3.04K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 74 | $3.04K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $3.70K | 0.00% | +2+2.3% | Added |
| SBI Securities Co., Ltd. | 92 | $3.78K | 0.00% | +92 | New |
| Versant Capital Management, Inc | 98 | $4.03K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 103 | $4.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 125 | $4.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 117 | $4.81K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 122 | $5.01K | 0.00% | +122 | New |
| Eagle Bay Advisors LLC | 138 | $5.67K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $5.71K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $5.92K | 0.00% | +32+28.6% | Added |
| Parkside Financial Bank & Trust | 151 | $6.21K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $6.66K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 223 | $9.18K | 0.00% | +223 | New |
| Contravisory Investment Management, Inc. | 225 | $9.25K | 0.00% | +225 | New |
| Manchester Capital Management LLC | 236 | $9.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 249 | $10.2K | 0.00% | −292−54.0% | Reduced |
| Missouri Trust & Investment Co | 260 | $10.7K | 0.00% | +260 | New |
| Covestor Ltd | 265 | $11.0K | 0.01% | −9−3.3% | Reduced |
| Harbor Capital Advisors, Inc. | 257 | $11.0K | 0.00% | +257 | New |
| Bessemer Group Inc | 285 | $12.0K | 0.00% | +109+61.9% | Added |
| CIBC Private Wealth Group, LLC | 335 | $13.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 370 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 393 | $16.2K | 0.01% | +3+0.8% | Added |
| Vermillion Wealth Management, Inc. | 435 | $17.9K | 0.01% | +435 | New |
| Fifth Third Bancorp | 448 | $18.4K | 0.00% | +12+2.8% | Added |
| Park Square Financial Group, LLC | 466 | $19.2K | 0.01% | +466 | New |
| EverSource Wealth Advisors, LLC | 564 | $23.2K | 0.00% | +209+58.9% | Added |
| Smartleaf Asset Management LLC | 597 | $24.4K | 0.00% | −11−1.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 615 | $25.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 841 | $34.6K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 845 | $34.7K | 0.02% | +4+0.5% | Added |
| Van Eck Associates Corp | 842 | $35.0K | 0.00% | −57−6.3% | Reduced |
| Quarry LP | 902 | $37.1K | 0.01% | +902 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $41.1K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,050 | $43.2K | 0.04% | +1,050 | New |
| Virtus Fund Advisers, LLC | 1,208 | $49.7K | 0.15% | +42+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,264 | $52.0K | 0.00% | −794−38.6% | Reduced |
| Sound Income Strategies, LLC | 1,301 | $53.5K | 0.00% | +1,301 | New |
| Umb Bank N A | 1,331 | $54.7K | 0.00% | +117+9.6% | Added |
| City State Bank | 1,361 | $56.0K | 0.02% | −272−16.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,519 | $62.4K | 0.00% | −50−3.2% | Reduced |
| Hexagon Capital Partners LLC | 1,579 | $64.9K | 0.01% | +80+5.3% | Added |
| GAMMA Investing LLC | 1,707 | $70.2K | 0.01% | +646+60.9% | Added |
| C M Bidwell & Associates Ltd | 1,780 | $73.2K | 0.04% | +1,780 | New |
| Lazard Asset Management LLC | 2,190 | $90.0K | 0.00% | +2,190 | New |
| Jones Financial Companies LLLP | 2,646 | $108.8K | 0.00% | +1,400+112.4% | Added |
| TD Private Client Wealth LLC | 2,772 | $114.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,909 | $120.0K | 0.00% | +386+15.3% | Added |
| Bryn Mawr Trust Co | 3,065 | $126.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,192 | $131.2K | 0.05% | −901−22.0% | Reduced |
| KBC Group NV | 3,351 | $138.0K | 0.00% | +1,567+87.8% | Added |
| DekaBank Deutsche Girozentrale | 3,693 | $151.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,915 | $160.9K | 0.00% | +191+5.1% | Added |
| Cullen/Frost Bankers, Inc. | 4,300 | $176.8K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 4,818 | $198.1K | 0.21% | +4,818 | New |
| Ronald Blue Trust, Inc. | 4,861 | $199.8K | 0.00% | −4,564−48.4% | Reduced |
| Hardy Reed LLC | 4,990 | $205.1K | 0.02% | +4,990 | New |
| Sym Financial Corp | 5,047 | $207.5K | 0.03% | +5,047 | New |
| EP Wealth Advisors, LLC | 5,187 | $213.2K | 0.00% | +5,187 | New |
| Atria Wealth Solutions, Inc. | 5,198 | $213.7K | 0.00% | +5,198 | New |
| State of Wyoming | 5,283 | $217.2K | 0.03% | +5,283 | New |
| Trust Investment Advisors | 5,359 | $220.3K | 0.14% | +5,359 | New |
| Xponance, Inc. | 5,457 | $224.3K | 0.00% | −21−0.4% | Reduced |
| Gilman Hill Asset Management, LLC | 5,494 | $225.9K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,672 | $233.2K | 0.01% | −4,945−46.6% | Reduced |
| Passumpsic Savings Bank | 5,758 | $236.7K | 0.15% | +161+2.9% | Added |
| Schonfeld Strategic Advisors LLC | 5,798 | $238.4K | 0.00% | −54,805−90.4% | Reduced |
| Parallel Advisors, LLC | 5,847 | $240.4K | 0.01% | +1,226+26.5% | Added |
| Securian Asset Management, Inc | 5,890 | $242.1K | 0.01% | −230−3.8% | Reduced |
| Teza Capital Management LLC | 5,915 | $243.2K | 0.04% | +5,915 | New |
| Virtus Investment Advisers, Inc. | 6,064 | $249.3K | 0.20% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,546 | $269.1K | 0.05% | +334+5.4% | Added |
| Walleye Capital LLC | 6,877 | $282.7K | 0.00% | +269+4.1% | Added |
| Congress Wealth Management LLC | 6,907 | $283.9K | 0.00% | −12,382−64.2% | Reduced |
| Gabelli Funds LLC | 7,044 | $289.6K | 0.00% | +44+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 7,113 | $292.4K | 0.00% | +7,113 | New |
| Cim Investment Mangement Inc | 7,142 | $293.6K | 0.09% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 7,337 | $301.6K | 0.03% | +7,337 | New |
| MBM Wealth Consultants, LLC | 7,479 | $305.5K | 0.09% | +474+6.8% | Added |
| Federated Hermes, Inc. | 7,592 | $312.1K | 0.00% | −857−10.1% | Reduced |
| Jain Global LLC | 7,645 | $314.3K | 0.01% | +7,645 | New |
| State of Wisconsin Investment Board | 7,694 | $316.3K | 0.00% | +1,057+15.9% | Added |