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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 55,574 | $2.28M | 0.00% | −69,996−55.7% | Reduced |
| Janus Henderson Group PLC | 55,363 | $2.27M | 0.00% | −4,137−7.0% | Reduced |
| CI Private Wealth, LLC | 53,892 | $2.21M | 0.00% | +13,439+33.2% | Added |
| Fieldview Capital Management, LLC | 53,431 | $2.20M | 0.34% | +53,431 | New |
| Congress Asset Management Co | 51,571 | $2.12M | 0.01% | +2,294+4.7% | Added |
| Nebula Research & Development LLC | 51,418 | $2.11M | 0.25% | +28,432+123.7% | Added |
| State of New Jersey Common Pension Fund D | 50,864 | $2.09M | 0.01% | −7,666−13.1% | Reduced |
| Marshall Wace, LLP | 48,570 | $2.00M | 0.00% | +12,166+33.4% | Added |
| S&T Bank | 48,421 | $1.99M | 0.64% | −6,285−11.5% | Reduced |
| Tudor Investment Corp Et Al | 47,897 | $1.97M | 0.02% | −87,404−64.6% | Reduced |
| Citigroup Inc | 46,839 | $1.93M | 0.00% | +11,328+31.9% | Added |
| Truist Financial Corp | 46,746 | $1.92M | 0.00% | −935−2.0% | Reduced |
| Janney Montgomery Scott LLC | 46,619 | $1.92M | 0.01% | −1,100−2.3% | Reduced |
| Legato Capital Management LLC | 44,054 | $1.81M | 0.24% | +20,148+84.3% | Added |
| Taylor Frigon Capital Management LLC | 43,904 | $1.80M | 0.91% | −1,267−2.8% | Reduced |
| Radnor Capital Management, LLC | 42,840 | $1.76M | 0.29% | −3,250−7.1% | Reduced |
| Danske Bank A/S | 42,819 | $1.76M | 0.01% | +41,519+3,193.8% | Added |
| MetLife Investment Management | 42,553 | $1.75M | 0.01% | +3,252+8.3% | Added |
| KLP Kapitalforvaltning AS | 42,300 | $1.74M | 0.01% | +42,300 | New |
| Synergy Financial Management, LLC | 47,061 | $1.73M | 0.13% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 41,160 | $1.69M | 0.02% | −1,381−3.2% | Reduced |
| Villanova Investment Management Co LLC | 40,408 | $1.66M | 1.48% | +3,903+10.7% | Added |
| ABLE Financial Group, LLC | 37,164 | $1.53M | 0.45% | +6,020+19.3% | Added |
| The PNC Financial Services Group, Inc. | 36,757 | $1.51M | 0.00% | −54−0.1% | Reduced |
| CWA Asset Management Group, LLC | 35,024 | $1.44M | 0.07% | −804−2.2% | Reduced |
| Dark Forest Capital Management LP | 34,875 | $1.43M | 0.21% | +29,377+534.3% | Added |
| Ontario Teachers Pension Plan Board | 34,155 | $1.40M | 0.02% | −2,989−8.0% | Reduced |
| State of Tennessee, Treasury Department | 33,558 | $1.38M | 0.01% | −947−2.7% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.35M | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 32,614 | $1.34M | 0.01% | +313+1.0% | Added |
| Glenmede Trust Co NA | 32,261 | $1.33M | 0.01% | +32,261 | New |
| Palisade Asset Management, LLC | 31,790 | $1.31M | 0.13% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 31,247 | $1.28M | 0.00% | +2,000+6.8% | Added |
| Jump Financial, LLC | 31,200 | $1.28M | 0.03% | +24,474+363.9% | Added |
| Comerica Bank | 31,024 | $1.28M | 0.01% | −2,366−7.1% | Reduced |
| Verition Fund Management LLC | 29,967 | $1.23M | 0.01% | +12,807+74.6% | Added |
| Baird Financial Group, Inc. | 29,417 | $1.21M | 0.00% | +1,126+4.0% | Added |
| Wells Fargo & Company | 28,729 | $1.18M | 0.00% | −1,390−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,419 | $1.17M | 0.01% | −550−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 28,292 | $1.16M | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 26,944 | $1.11M | 0.08% | +26,944 | New |
| Vident Advisory, LLC | 26,635 | $1.09M | 0.02% | −5,223−16.4% | Reduced |
| Yousif Capital Management, LLC | 26,599 | $1.09M | 0.01% | −1,396−5.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,233 | $1.04M | 0.08% | −20,952−45.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 25,096 | $1.03M | 0.01% | −1,436−5.4% | Reduced |
| Staley Capital Advisers Inc | 24,554 | $1.01M | 0.04% | −5,500−18.3% | Reduced |
| Wedge Capital Management L L P | 23,598 | $970.1K | 0.02% | −3,168−11.8% | Reduced |
| McMahon Financial Advisors, LLC | 23,550 | $968.1K | 0.25% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 23,300 | $957.9K | 0.47% | +23,300 | New |
| Franklin Resources Inc | 23,283 | $957.2K | 0.00% | +23,283 | New |
| Squarepoint Ops LLC | 22,920 | $942.2K | 0.00% | −3,810−14.3% | Reduced |
| Arizona State Retirement System | 22,773 | $936.2K | 0.01% | −247−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 22,686 | $932.6K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 22,403 | $921.0K | 0.02% | +22,403 | New |
| Sanctuary Advisors, LLC | 23,046 | $916.1K | 0.01% | +10,135+78.5% | Added |
| Exchange Traded Concepts, LLC | 22,240 | $914.3K | 0.02% | +560+2.6% | Added |
| DGS Capital Management, LLC | 22,204 | $912.8K | 0.23% | +1,489+7.2% | Added |
| Inceptionr LLC | 22,026 | $905.5K | 0.20% | +14,800+204.8% | Added |
| Handelsbanken Fonder AB | 21,653 | $890.0K | 0.00% | +1,400+6.9% | Added |
| Louisiana State Employees Retirement System | 21,600 | $888.0K | 0.02% | −200−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 21,393 | $879.5K | 0.00% | −48,596−69.4% | Reduced |
| Envestnet Asset Management Inc | 21,220 | $872.4K | 0.00% | +2,833+15.4% | Added |
| O'Shaughnessy Asset Management, LLC | 20,714 | $851.6K | 0.01% | +5,969+40.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,666 | $849.6K | 0.00% | +4,028+24.2% | Added |
| JustInvest LLC | 20,624 | $847.8K | 0.01% | +2,090+11.3% | Added |
| Creative Planning | 20,423 | $839.6K | 0.00% | +2,525+14.1% | Added |
| CWM Advisors, LLC | 20,158 | $828.7K | 0.09% | +20,158 | New |
| LPL Financial LLC | 19,301 | $793.5K | 0.00% | +3,792+24.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 19,000 | $781.1K | 0.00% | −16,000−45.7% | Reduced |
| State of Michigan Retirement System | 18,476 | $759.5K | 0.00% | −200−1.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 18,241 | $749.9K | 0.06% | −5,694−23.8% | Reduced |
| HSBC Holdings PLC | 17,806 | $731.0K | 0.00% | +12,105+212.3% | Added |
| Fortis Advisors, LLC | 17,675 | $726.6K | 0.48% | +17,675 | New |
| Deutsche Bank AG | 17,479 | $718.6K | 0.00% | +1,487+9.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,317 | $711.9K | 0.02% | −146−0.8% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $711.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,208 | $707.4K | 0.00% | −142−0.8% | Reduced |
| 1620 Investment Advisors, Inc. | 17,116 | $703.6K | 0.53% | −102−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 16,396 | $674.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,361 | $672.6K | 0.04% | −8,515−34.2% | Reduced |
| Rodgers Brothers Inc. | 16,075 | $660.8K | 0.09% | −200−1.2% | Reduced |
| Cornercap Investment Counsel Inc | 16,008 | $658.1K | 0.21% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,872 | $652.5K | 0.01% | −200−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 15,607 | $641.6K | 0.02% | −541−3.4% | Reduced |
| CSS LLC | 15,600 | $641.3K | 0.04% | +15,600 | New |
| Royal Bank of Canada | 15,239 | $627.0K | 0.00% | +7,541+98.0% | Added |
| Vise Technologies, Inc. | 14,954 | $614.8K | 0.05% | +110+0.7% | Added |
| Capital City Trust Co | 14,746 | $606.2K | 0.15% | −770−5.0% | Reduced |
| Cerity Partners LLC | 14,865 | $605.4K | 0.00% | +14,865 | New |
| Waldron Private Wealth LLC | 14,637 | $601.7K | 0.02% | +7,528+105.9% | Added |
| Crestline Management, LP | 14,622 | $601.1K | 0.02% | +973+7.1% | Added |
| Dynamic Technology Lab Private Ltd | 14,233 | $585.0K | 0.09% | +14,233 | New |
| Cambridge Investment Research Advisors, Inc. | 14,015 | $576.0K | 0.00% | +14,015 | New |
| Boxwood Ventures, Inc. | 13,124 | $539.5K | 0.72% | 00.0% | Unchanged |
| First National Trust Co | 12,174 | $500.5K | 0.02% | +1,385+12.8% | Added |
| Three Seasons Wealth, LLC | 12,159 | $499.9K | 0.24% | +12,159 | New |
| EntryPoint Capital, LLC | 12,036 | $494.8K | 0.21% | +5,109+73.8% | Added |
| Cetera Investment Advisers | 11,787 | $484.6K | 0.00% | +3,594+43.9% | Added |
| Quantbot Technologies LP | 11,776 | $484.1K | 0.02% | −19,279−62.1% | Reduced |
| Pacer Advisors, Inc. | 11,614 | $477.5K | 0.00% | −11,893−50.6% | Reduced |