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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 7,725 | $317.0K | 0.01% | +7,725 | New |
| James Investment Research Inc | 7,896 | $324.6K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 8,040 | $330.5K | 0.01% | +1,040+14.9% | Added |
| Entropy Technologies, LP | 8,139 | $334.6K | 0.03% | +2,307+39.6% | Added |
| Diversified Trust Co | 8,178 | $336.2K | 0.01% | +208+2.6% | Added |
| Susquehanna International Group, LLP | 8,345 | $343.1K | 0.00% | +8,345 | New |
| Ieq Capital, LLC | 8,576 | $352.6K | 0.00% | +8,576 | New |
| Bank of Montreal | 8,637 | $355.1K | 0.00% | −315,968−97.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,648 | $356.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,800 | $361.8K | 0.01% | +8,800 | New |
| State of Alaska, Department of Revenue | 8,886 | $365.0K | 0.00% | −260−2.8% | Reduced |
| Pathstone Holdings, LLC | 9,121 | $375.0K | 0.00% | +344+3.9% | Added |
| Mariner, LLC | 9,539 | $392.1K | 0.00% | +9,539 | New |
| Globeflex Capital L P | 9,700 | $398.8K | 0.03% | +9,700 | New |
| Brevan Howard Capital Management LP | 9,878 | $406.1K | 0.01% | −18,177−64.8% | Reduced |
| US Bancorp | 10,052 | $413.2K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 10,053 | $413.3K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,817 | $414.1K | 0.00% | +9,817 | New |
| Wealthcare Advisory Partners LLC | 10,240 | $421.0K | 0.01% | −10.0% | Reduced |
| Tower Research Capital LLC (TRC) | 10,324 | $424.4K | 0.01% | +474+4.8% | Added |
| Nomura Holdings Inc | 10,339 | $425.0K | 0.00% | +10,339 | New |
| 111 Capital | 10,398 | $427.5K | 0.09% | +10,398 | New |
| Advisors Preferred, LLC | 10,527 | $430.0K | 0.07% | −4,716−30.9% | Reduced |
| Elo Mutual Pension Insurance Co | 10,844 | $445.8K | 0.01% | +10,844 | New |
| National Bank of Canada | 10,953 | $450.3K | 0.00% | −11−0.1% | Reduced |
| New Age Alpha Advisors, LLC | 11,217 | $461.1K | 0.02% | +11,217 | New |
| Meritage Portfolio Management | 11,441 | $470.3K | 0.03% | +1,261+12.4% | Added |
| Lowe Brockenbrough & Co Inc | 11,466 | $471.4K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 11,614 | $477.5K | 0.00% | −11,893−50.6% | Reduced |
| Quantbot Technologies LP | 11,776 | $484.1K | 0.02% | −19,279−62.1% | Reduced |
| Cetera Investment Advisers | 11,787 | $484.6K | 0.00% | +3,594+43.9% | Added |
| EntryPoint Capital, LLC | 12,036 | $494.8K | 0.21% | +5,109+73.8% | Added |
| Three Seasons Wealth, LLC | 12,159 | $499.9K | 0.24% | +12,159 | New |
| First National Trust Co | 12,174 | $500.5K | 0.02% | +1,385+12.8% | Added |
| Boxwood Ventures, Inc. | 13,124 | $539.5K | 0.72% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,015 | $576.0K | 0.00% | +14,015 | New |
| Dynamic Technology Lab Private Ltd | 14,233 | $585.0K | 0.09% | +14,233 | New |
| Crestline Management, LP | 14,622 | $601.1K | 0.02% | +973+7.1% | Added |
| Waldron Private Wealth LLC | 14,637 | $601.7K | 0.02% | +7,528+105.9% | Added |
| Cerity Partners LLC | 14,865 | $605.4K | 0.00% | +14,865 | New |
| Capital City Trust Co | 14,746 | $606.2K | 0.15% | −770−5.0% | Reduced |
| Vise Technologies, Inc. | 14,954 | $614.8K | 0.05% | +110+0.7% | Added |
| Royal Bank of Canada | 15,239 | $627.0K | 0.00% | +7,541+98.0% | Added |
| CSS LLC | 15,600 | $641.3K | 0.04% | +15,600 | New |
| Ameritas Investment Partners, Inc. | 15,607 | $641.6K | 0.02% | −541−3.4% | Reduced |
| Oregon Public Employees Retirement Fund | 15,872 | $652.5K | 0.01% | −200−1.2% | Reduced |
| Cornercap Investment Counsel Inc | 16,008 | $658.1K | 0.21% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 16,075 | $660.8K | 0.09% | −200−1.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,361 | $672.6K | 0.04% | −8,515−34.2% | Reduced |
| Nisa Investment Advisors, LLC | 16,396 | $674.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 17,116 | $703.6K | 0.53% | −102−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,208 | $707.4K | 0.00% | −142−0.8% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $711.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 17,317 | $711.9K | 0.02% | −146−0.8% | Reduced |
| Deutsche Bank AG | 17,479 | $718.6K | 0.00% | +1,487+9.3% | Added |
| Fortis Advisors, LLC | 17,675 | $726.6K | 0.48% | +17,675 | New |
| HSBC Holdings PLC | 17,806 | $731.0K | 0.00% | +12,105+212.3% | Added |
| Sound View Wealth Advisors Group, LLC | 18,241 | $749.9K | 0.06% | −5,694−23.8% | Reduced |
| State of Michigan Retirement System | 18,476 | $759.5K | 0.00% | −200−1.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 19,000 | $781.1K | 0.00% | −16,000−45.7% | Reduced |
| LPL Financial LLC | 19,301 | $793.5K | 0.00% | +3,792+24.5% | Added |
| CWM Advisors, LLC | 20,158 | $828.7K | 0.09% | +20,158 | New |
| Creative Planning | 20,423 | $839.6K | 0.00% | +2,525+14.1% | Added |
| JustInvest LLC | 20,624 | $847.8K | 0.01% | +2,090+11.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,666 | $849.6K | 0.00% | +4,028+24.2% | Added |
| O'Shaughnessy Asset Management, LLC | 20,714 | $851.6K | 0.01% | +5,969+40.5% | Added |
| Envestnet Asset Management Inc | 21,220 | $872.4K | 0.00% | +2,833+15.4% | Added |
| BNP Paribas Arbitrage, SA | 21,393 | $879.5K | 0.00% | −48,596−69.4% | Reduced |
| Louisiana State Employees Retirement System | 21,600 | $888.0K | 0.02% | −200−0.9% | Reduced |
| Handelsbanken Fonder AB | 21,653 | $890.0K | 0.00% | +1,400+6.9% | Added |
| Inceptionr LLC | 22,026 | $905.5K | 0.20% | +14,800+204.8% | Added |
| DGS Capital Management, LLC | 22,204 | $912.8K | 0.23% | +1,489+7.2% | Added |
| Exchange Traded Concepts, LLC | 22,240 | $914.3K | 0.02% | +560+2.6% | Added |
| Sanctuary Advisors, LLC | 23,046 | $916.1K | 0.01% | +10,135+78.5% | Added |
| Engineers Gate Manager LP | 22,403 | $921.0K | 0.02% | +22,403 | New |
| Ensign Peak Advisors, Inc | 22,686 | $932.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,773 | $936.2K | 0.01% | −247−1.1% | Reduced |
| Squarepoint Ops LLC | 22,920 | $942.2K | 0.00% | −3,810−14.3% | Reduced |
| Franklin Resources Inc | 23,283 | $957.2K | 0.00% | +23,283 | New |
| Integrated Quantitative Investments LLC | 23,300 | $957.9K | 0.47% | +23,300 | New |
| McMahon Financial Advisors, LLC | 23,550 | $968.1K | 0.25% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 23,598 | $970.1K | 0.02% | −3,168−11.8% | Reduced |
| Staley Capital Advisers Inc | 24,554 | $1.01M | 0.04% | −5,500−18.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 25,096 | $1.03M | 0.01% | −1,436−5.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,233 | $1.04M | 0.08% | −20,952−45.4% | Reduced |
| Yousif Capital Management, LLC | 26,599 | $1.09M | 0.01% | −1,396−5.0% | Reduced |
| Vident Advisory, LLC | 26,635 | $1.09M | 0.02% | −5,223−16.4% | Reduced |
| Voleon Capital Management LP | 26,944 | $1.11M | 0.08% | +26,944 | New |
| State Board of Administration of Florida Retirement System | 28,292 | $1.16M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 28,419 | $1.17M | 0.01% | −550−1.9% | Reduced |
| Wells Fargo & Company | 28,729 | $1.18M | 0.00% | −1,390−4.6% | Reduced |
| Baird Financial Group, Inc. | 29,417 | $1.21M | 0.00% | +1,126+4.0% | Added |
| Verition Fund Management LLC | 29,967 | $1.23M | 0.01% | +12,807+74.6% | Added |
| Comerica Bank | 31,024 | $1.28M | 0.01% | −2,366−7.1% | Reduced |
| Jump Financial, LLC | 31,200 | $1.28M | 0.03% | +24,474+363.9% | Added |
| Price T Rowe Associates Inc | 31,247 | $1.28M | 0.00% | +2,000+6.8% | Added |
| Palisade Asset Management, LLC | 31,790 | $1.31M | 0.13% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 32,261 | $1.33M | 0.01% | +32,261 | New |
| Amalgamated Bank | 32,614 | $1.34M | 0.01% | +313+1.0% | Added |
| Texas Yale Capital Corp. | 32,829 | $1.35M | 0.05% | 00.0% | Unchanged |