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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 33,558 | $1.38M | 0.01% | −947−2.7% | Reduced |
| Ontario Teachers Pension Plan Board | 34,155 | $1.40M | 0.02% | −2,989−8.0% | Reduced |
| Dark Forest Capital Management LP | 34,875 | $1.43M | 0.21% | +29,377+534.3% | Added |
| CWA Asset Management Group, LLC | 35,024 | $1.44M | 0.07% | −804−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 36,757 | $1.51M | 0.00% | −54−0.1% | Reduced |
| ABLE Financial Group, LLC | 37,164 | $1.53M | 0.45% | +6,020+19.3% | Added |
| Villanova Investment Management Co LLC | 40,408 | $1.66M | 1.48% | +3,903+10.7% | Added |
| Mutual of America Capital Management LLC | 41,160 | $1.69M | 0.02% | −1,381−3.2% | Reduced |
| Synergy Financial Management, LLC | 47,061 | $1.73M | 0.13% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 42,300 | $1.74M | 0.01% | +42,300 | New |
| MetLife Investment Management | 42,553 | $1.75M | 0.01% | +3,252+8.3% | Added |
| Danske Bank A/S | 42,819 | $1.76M | 0.01% | +41,519+3,193.8% | Added |
| Radnor Capital Management, LLC | 42,840 | $1.76M | 0.29% | −3,250−7.1% | Reduced |
| Taylor Frigon Capital Management LLC | 43,904 | $1.80M | 0.91% | −1,267−2.8% | Reduced |
| Legato Capital Management LLC | 44,054 | $1.81M | 0.24% | +20,148+84.3% | Added |
| Janney Montgomery Scott LLC | 46,619 | $1.92M | 0.01% | −1,100−2.3% | Reduced |
| Truist Financial Corp | 46,746 | $1.92M | 0.00% | −935−2.0% | Reduced |
| Citigroup Inc | 46,839 | $1.93M | 0.00% | +11,328+31.9% | Added |
| Tudor Investment Corp Et Al | 47,897 | $1.97M | 0.02% | −87,404−64.6% | Reduced |
| S&T Bank | 48,421 | $1.99M | 0.64% | −6,285−11.5% | Reduced |
| Marshall Wace, LLP | 48,570 | $2.00M | 0.00% | +12,166+33.4% | Added |
| State of New Jersey Common Pension Fund D | 50,864 | $2.09M | 0.01% | −7,666−13.1% | Reduced |
| Nebula Research & Development LLC | 51,418 | $2.11M | 0.25% | +28,432+123.7% | Added |
| Congress Asset Management Co | 51,571 | $2.12M | 0.01% | +2,294+4.7% | Added |
| Fieldview Capital Management, LLC | 53,431 | $2.20M | 0.34% | +53,431 | New |
| CI Private Wealth, LLC | 53,892 | $2.21M | 0.00% | +13,439+33.2% | Added |
| Janus Henderson Group PLC | 55,363 | $2.27M | 0.00% | −4,137−7.0% | Reduced |
| Jane Street Group, LLC | 55,574 | $2.28M | 0.00% | −69,996−55.7% | Reduced |
| Great West Life Assurance Co | 56,313 | $2.31M | 0.00% | −440−0.8% | Reduced |
| Mubadala Investment Co PJSC | 58,440 | $2.40M | 0.01% | +58,440 | New |
| Manufacturers Life Insurance Company, The | 61,399 | $2.52M | 0.00% | −2,126−3.3% | Reduced |
| Canada Pension Plan Investment Board | 61,700 | $2.54M | 0.00% | +5,300+9.4% | Added |
| Quest Partners LLC | 64,141 | $2.64M | 0.35% | +10,644+19.9% | Added |
| Kendall Capital Management | 65,925 | $2.71M | 0.79% | +7,790+13.4% | Added |
| California State Teachers Retirement System | 67,608 | $2.78M | 0.00% | −2,190−3.1% | Reduced |
| Paralel Advisors LLC | 69,508 | $2.86M | 0.12% | +6,312+10.0% | Added |
| Dean Capital Management | 70,058 | $2.88M | 1.23% | +31,347+81.0% | Added |
| Moran Wealth Management, LLC | 72,427 | $2.98M | 0.09% | +1,870+2.7% | Added |
| Inlet Private Wealth, LLC | 78,650 | $3.23M | 0.86% | −45,300−36.5% | Reduced |
| Russell Investments Group, Ltd. | 79,617 | $3.26M | 0.00% | +71,641+898.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 79,460 | $3.27M | 0.61% | −11,454−12.6% | Reduced |
| Basswood Capital Management, L.L.C. | 80,787 | $3.32M | 0.19% | +80,787 | New |
| HRT Financial LP | 81,476 | $3.35M | 0.02% | +49,178+152.3% | Added |
| Raymond James Financial Inc | 81,907 | $3.37M | 0.00% | +81,907 | New |
| Murphy Pohlad Asset Management LLC | 82,346 | $3.39M | 1.46% | −3,200−3.7% | Reduced |
| Corebridge Financial, Inc. | 87,625 | $3.60M | 0.02% | −4,866−5.3% | Reduced |
| Panagora Asset Management Inc | 89,761 | $3.69M | 0.02% | −6,330−6.6% | Reduced |
| Gamco Investors, Inc. Et Al | 92,100 | $3.79M | 0.04% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 92,719 | $3.81M | 0.05% | +92,719 | New |
| Retirement Systems of Alabama | 94,742 | $3.89M | 0.01% | −870−0.9% | Reduced |
| American Century Companies Inc | 97,569 | $4.01M | 0.00% | −485−0.5% | Reduced |
| Winton Group Ltd | 101,072 | $4.16M | 0.28% | +101,072 | New |
| Dean Investment Associates, LLC | 103,949 | $4.27M | 0.61% | +42,921+70.3% | Added |
| Phase 2 Partners, LLC | 109,981 | $4.52M | 3.39% | +109,981 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 110,211 | $4.53M | 0.01% | +54,174+96.7% | Added |
| SEI Investments Co | 112,018 | $4.61M | 0.01% | +99,240+776.6% | Added |
| Bridgewater Associates, LP | 112,387 | $4.62M | 0.02% | +38,194+51.5% | Added |
| Qube Research & Technologies Ltd | 112,975 | $4.64M | 0.01% | +112,975 | New |
| Keeley-Teton Advisors, LLC | 113,896 | $4.68M | 0.54% | −1,689−1.5% | Reduced |
| Alpha Omega Wealth Management LLC | 116,698 | $4.80M | 0.91% | −269−0.2% | Reduced |
| Legal & General Group Plc | 122,686 | $5.04M | 0.00% | +1,844+1.5% | Added |
| BancorpSouth Bank | 123,058 | $5.06M | 0.34% | +730+0.6% | Added |
| New York State Teachers Retirement System | 126,562 | $5.20M | 0.01% | −180−0.1% | Reduced |
| Alps Advisors Inc | 127,438 | $5.24M | 0.03% | +18,822+17.3% | Added |
| Rhumbline Advisers | 137,287 | $5.64M | 0.01% | −5,054−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 137,527 | $5.65M | 0.01% | −197,999−59.0% | Reduced |
| Ameriprise Financial Inc | 139,957 | $5.75M | 0.00% | +1,880+1.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 141,495 | $5.82M | 0.01% | +141,495 | New |
| Weiss Asset Management LP | 154,263 | $6.34M | 0.14% | +142,459+1,206.9% | Added |
| Swiss National Bank | 154,317 | $6.34M | 0.00% | −1,900−1.2% | Reduced |
| Vestcor Inc | 157,884 | $6.49M | 0.22% | +8,259+5.5% | Added |
| Victory Capital Management Inc | 159,431 | $6.55M | 0.01% | −130−0.1% | Reduced |
| Factorial Partners, LLC | 160,239 | $6.59M | 3.78% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 166,399 | $6.84M | 0.05% | +166,399 | New |
| AXA S.A. | 170,525 | $7.01M | 0.02% | −17,355−9.2% | Reduced |
| Interval Partners, LP | 173,610 | $7.14M | 0.18% | −192,134−52.5% | Reduced |
| Principal Financial Group Inc | 174,623 | $7.18M | 0.00% | −2,551−1.4% | Reduced |
| Country Club Bank | 177,325 | $7.26M | 0.49% | −27,988−13.6% | Reduced |
| Continental Advisors LLC | 177,859 | $7.31M | 5.55% | −12,608−6.6% | Reduced |
| Hourglass Capital, LLC | 184,410 | $7.58M | 2.09% | −9,890−5.1% | Reduced |
| Thrivent Financial for Lutherans | 190,594 | $7.84M | 0.02% | −64,879−25.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 198,401 | $8.16M | 0.02% | +12,585+6.8% | Added |
| UBS Asset Management Americas Inc | 214,653 | $8.82M | 0.00% | +24,964+13.2% | Added |
| Man Group plc | 217,728 | $8.95M | 0.03% | −1,042−0.5% | Reduced |
| Trexquant Investment LP | 224,892 | $9.25M | 0.11% | +124,701+124.5% | Added |
| Barclays PLC | 246,718 | $10.1M | 0.01% | +31,068+14.4% | Added |
| First Trust Advisors LP | 256,833 | $10.6M | 0.01% | −51,927−16.8% | Reduced |
| Norges Bank | 258,800 | $10.6M | 0.00% | +258,800 | New |
| Teacher Retirement System of Texas | 264,841 | $10.9M | 0.04% | +16,033+6.4% | Added |
| Schroder Investment Management Group | 266,811 | $10.9M | 0.01% | +134,168+101.1% | Added |
| JPMorgan Chase & Co | 268,221 | $11.0M | 0.00% | +16,399+6.5% | Added |
| ExodusPoint Capital Management, LP | 308,153 | $12.7M | 0.13% | +147,485+91.8% | Added |
| Bank of America Corp | 341,818 | $14.1M | 0.00% | −199,921−36.9% | Reduced |
| Cambria Investment Management, L.P. | 345,357 | $14.2M | 0.86% | +4,156+1.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 363,155 | $14.9M | 0.05% | +8,100+2.3% | Added |
| Voloridge Investment Management, LLC | 365,084 | $15.0M | 0.05% | +46,627+14.6% | Added |
| Algert Global LLC | 373,141 | $15.3M | 0.36% | +19,899+5.6% | Added |
| Royce & Associates LP | 390,395 | $16.0M | 0.15% | −837−0.2% | Reduced |
| Allianz Asset Management GmbH | 414,531 | $17.0M | 0.02% | +234,388+130.1% | Added |
| Foundation Resource Management Inc | 415,577 | $17.1M | 2.85% | −2,675−0.6% | Reduced |