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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 437,212 | $18.0M | 0.02% | −13,313−3.0% | Reduced |
| Renaissance Technologies LLC | 476,928 | $19.6M | 0.03% | +167,628+54.2% | Added |
| Millennium Management LLC | 525,383 | $21.6M | 0.02% | −539,900−50.7% | Reduced |
| Commonwealth Equity Services, LLC | 531,249 | $21.8M | 0.03% | −29,226−5.2% | Reduced |
| Northern Trust Corp | 554,958 | $22.8M | 0.00% | +31,592+6.0% | Added |
| Sprott Inc. | 564,135 | $23.2M | 1.54% | −25,000−4.2% | Reduced |
| Acadian Asset Management LLC | 600,371 | $24.7M | 0.07% | +600,371 | New |
| Two Sigma Investments, LP | 664,483 | $27.3M | 0.06% | −79,301−10.7% | Reduced |
| Assenagon Asset Management S.A. | 665,305 | $27.4M | 0.05% | −206,885−23.7% | Reduced |
| Morgan Stanley | 682,880 | $28.1M | 0.00% | −427,861−38.5% | Reduced |
| Two Sigma Advisers, LP | 786,600 | $32.3M | 0.07% | −800−0.1% | Reduced |
| UBS Group AG | 809,467 | $33.3M | 0.01% | +429,855+113.2% | Added |
| Arrowstreet Capital, Limited Partnership | 818,408 | $33.6M | 0.03% | +278,524+51.6% | Added |
| LSV Asset Management | 870,776 | $35.8M | 0.08% | +283,300+48.2% | Added |
| Charles Schwab Investment Management Inc | 915,045 | $37.6M | 0.01% | +145,878+19.0% | Added |
| Alliancebernstein L.P. | 979,370 | $40.3M | 0.01% | −221,725−18.5% | Reduced |
| Goldman Sachs Group Inc | 1,041,870 | $42.8M | 0.01% | +171,908+19.8% | Added |
| Bank of New York Mellon Corp | 1,276,898 | $52.5M | 0.01% | +446,683+53.8% | Added |
| Geode Capital Management, LLC | 1,282,252 | $52.7M | 0.00% | +32,070+2.6% | Added |
| Citadel Advisors LLC | 1,379,991 | $56.7M | 0.05% | −714,675−34.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,888,263 | $77.6M | 0.29% | +63,664+3.5% | Added |
| State Street Corp | 1,962,846 | $80.7M | 0.00% | +88,019+4.7% | Added |
| Invesco Ltd. | 2,230,506 | $91.7M | 0.02% | −66,238−2.9% | Reduced |
| Dimensional Fund Advisors LP | 2,350,042 | $96.6M | 0.02% | −39,205−1.6% | Reduced |
| AQR Capital Management LLC | 2,558,025 | $105.2M | 0.14% | −101,702−3.8% | Reduced |
| FMR LLC | 5,919,888 | $243.4M | 0.01% | +253,553+4.5% | Added |
| Vanguard Group Inc | 8,495,221 | $349.2M | 0.01% | −105,304−1.2% | Reduced |
| BlackRock, Inc. | 8,560,445 | $351.9M | 0.01% | +351,214+4.3% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −874,926−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −33,284−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −25,927−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −21,237−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,944−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −21,768−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,191−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,749−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,292−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −9,591−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,582−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,846−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,836−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,964−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −5,722−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −5,529−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |