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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 11,466 | $471.4K | 0.03% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,441 | $470.3K | 0.03% | +1,261+12.4% | Added |
| New Age Alpha Advisors, LLC | 11,217 | $461.1K | 0.02% | +11,217 | New |
| National Bank of Canada | 10,953 | $450.3K | 0.00% | −11−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 10,844 | $445.8K | 0.01% | +10,844 | New |
| Advisors Preferred, LLC | 10,527 | $430.0K | 0.07% | −4,716−30.9% | Reduced |
| 111 Capital | 10,398 | $427.5K | 0.09% | +10,398 | New |
| Nomura Holdings Inc | 10,339 | $425.0K | 0.00% | +10,339 | New |
| Tower Research Capital LLC (TRC) | 10,324 | $424.4K | 0.01% | +474+4.8% | Added |
| Wealthcare Advisory Partners LLC | 10,240 | $421.0K | 0.01% | −10.0% | Reduced |
| Prudential Financial Inc | 9,817 | $414.1K | 0.00% | +9,817 | New |
| Pictet Asset Management Holding SA | 10,053 | $413.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,052 | $413.2K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 9,878 | $406.1K | 0.01% | −18,177−64.8% | Reduced |
| Globeflex Capital L P | 9,700 | $398.8K | 0.03% | +9,700 | New |
| Mariner, LLC | 9,539 | $392.1K | 0.00% | +9,539 | New |
| Pathstone Holdings, LLC | 9,121 | $375.0K | 0.00% | +344+3.9% | Added |
| State of Alaska, Department of Revenue | 8,886 | $365.0K | 0.00% | −260−2.8% | Reduced |
| Aquatic Capital Management LLC | 8,800 | $361.8K | 0.01% | +8,800 | New |
| Public Employees Retirement Association of Colorado | 8,648 | $356.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,637 | $355.1K | 0.00% | −315,968−97.3% | Reduced |
| Ieq Capital, LLC | 8,576 | $352.6K | 0.00% | +8,576 | New |
| Susquehanna International Group, LLP | 8,345 | $343.1K | 0.00% | +8,345 | New |
| Diversified Trust Co | 8,178 | $336.2K | 0.01% | +208+2.6% | Added |
| Entropy Technologies, LP | 8,139 | $334.6K | 0.03% | +2,307+39.6% | Added |
| Avantax Planning Partners, Inc. | 8,040 | $330.5K | 0.01% | +1,040+14.9% | Added |
| James Investment Research Inc | 7,896 | $324.6K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 7,725 | $317.0K | 0.01% | +7,725 | New |
| State of Wisconsin Investment Board | 7,694 | $316.3K | 0.00% | +1,057+15.9% | Added |
| Jain Global LLC | 7,645 | $314.3K | 0.01% | +7,645 | New |
| Federated Hermes, Inc. | 7,592 | $312.1K | 0.00% | −857−10.1% | Reduced |
| MBM Wealth Consultants, LLC | 7,479 | $305.5K | 0.09% | +474+6.8% | Added |
| Petrus Trust Company, LTA | 7,337 | $301.6K | 0.03% | +7,337 | New |
| Cim Investment Mangement Inc | 7,142 | $293.6K | 0.09% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,113 | $292.4K | 0.00% | +7,113 | New |
| Gabelli Funds LLC | 7,044 | $289.6K | 0.00% | +44+0.6% | Added |
| Congress Wealth Management LLC | 6,907 | $283.9K | 0.00% | −12,382−64.2% | Reduced |
| Walleye Capital LLC | 6,877 | $282.7K | 0.00% | +269+4.1% | Added |
| Hohimer Wealth Management, LLC | 6,546 | $269.1K | 0.05% | +334+5.4% | Added |
| Virtus Investment Advisers, Inc. | 6,064 | $249.3K | 0.20% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,915 | $243.2K | 0.04% | +5,915 | New |
| Securian Asset Management, Inc | 5,890 | $242.1K | 0.01% | −230−3.8% | Reduced |
| Parallel Advisors, LLC | 5,847 | $240.4K | 0.01% | +1,226+26.5% | Added |
| Schonfeld Strategic Advisors LLC | 5,798 | $238.4K | 0.00% | −54,805−90.4% | Reduced |
| Passumpsic Savings Bank | 5,758 | $236.7K | 0.15% | +161+2.9% | Added |
| Centiva Capital, LP | 5,672 | $233.2K | 0.01% | −4,945−46.6% | Reduced |
| Gilman Hill Asset Management, LLC | 5,494 | $225.9K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 5,457 | $224.3K | 0.00% | −21−0.4% | Reduced |
| Trust Investment Advisors | 5,359 | $220.3K | 0.14% | +5,359 | New |
| State of Wyoming | 5,283 | $217.2K | 0.03% | +5,283 | New |
| Atria Wealth Solutions, Inc. | 5,198 | $213.7K | 0.00% | +5,198 | New |
| EP Wealth Advisors, LLC | 5,187 | $213.2K | 0.00% | +5,187 | New |
| Sym Financial Corp | 5,047 | $207.5K | 0.03% | +5,047 | New |
| Hardy Reed LLC | 4,990 | $205.1K | 0.02% | +4,990 | New |
| Ronald Blue Trust, Inc. | 4,861 | $199.8K | 0.00% | −4,564−48.4% | Reduced |
| Vision Financial Markets LLC | 4,818 | $198.1K | 0.21% | +4,818 | New |
| Cullen/Frost Bankers, Inc. | 4,300 | $176.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,915 | $160.9K | 0.00% | +191+5.1% | Added |
| DekaBank Deutsche Girozentrale | 3,693 | $151.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,351 | $138.0K | 0.00% | +1,567+87.8% | Added |
| Cape Investment Advisory, Inc. | 3,192 | $131.2K | 0.05% | −901−22.0% | Reduced |
| Bryn Mawr Trust Co | 3,065 | $126.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,909 | $120.0K | 0.00% | +386+15.3% | Added |
| TD Private Client Wealth LLC | 2,772 | $114.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,646 | $108.8K | 0.00% | +1,400+112.4% | Added |
| Lazard Asset Management LLC | 2,190 | $90.0K | 0.00% | +2,190 | New |
| C M Bidwell & Associates Ltd | 1,780 | $73.2K | 0.04% | +1,780 | New |
| GAMMA Investing LLC | 1,707 | $70.2K | 0.01% | +646+60.9% | Added |
| Hexagon Capital Partners LLC | 1,579 | $64.9K | 0.01% | +80+5.3% | Added |
| Advisor Group Holdings, Inc. | 1,519 | $62.4K | 0.00% | −50−3.2% | Reduced |
| City State Bank | 1,361 | $56.0K | 0.02% | −272−16.7% | Reduced |
| Umb Bank N A | 1,331 | $54.7K | 0.00% | +117+9.6% | Added |
| Sound Income Strategies, LLC | 1,301 | $53.5K | 0.00% | +1,301 | New |
| Northwestern Mutual Wealth Management Co | 1,264 | $52.0K | 0.00% | −794−38.6% | Reduced |
| Virtus Fund Advisers, LLC | 1,208 | $49.7K | 0.15% | +42+3.6% | Added |
| R Squared Ltd | 1,050 | $43.2K | 0.04% | +1,050 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $41.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 902 | $37.1K | 0.01% | +902 | New |
| Van Eck Associates Corp | 842 | $35.0K | 0.00% | −57−6.3% | Reduced |
| S.A. Mason LLC | 845 | $34.7K | 0.02% | +4+0.5% | Added |
| WealthCollab, LLC | 841 | $34.6K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 615 | $25.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 597 | $24.4K | 0.00% | −11−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 564 | $23.2K | 0.00% | +209+58.9% | Added |
| Park Square Financial Group, LLC | 466 | $19.2K | 0.01% | +466 | New |
| Fifth Third Bancorp | 448 | $18.4K | 0.00% | +12+2.8% | Added |
| Vermillion Wealth Management, Inc. | 435 | $17.9K | 0.01% | +435 | New |
| Rise Advisors, LLC | 393 | $16.2K | 0.01% | +3+0.8% | Added |
| Central Trust Co | 370 | $15.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 335 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 285 | $12.0K | 0.00% | +109+61.9% | Added |
| Covestor Ltd | 265 | $11.0K | 0.01% | −9−3.3% | Reduced |
| Harbor Capital Advisors, Inc. | 257 | $11.0K | 0.00% | +257 | New |
| Missouri Trust & Investment Co | 260 | $10.7K | 0.00% | +260 | New |
| Farther Finance Advisors, LLC | 249 | $10.2K | 0.00% | −292−54.0% | Reduced |
| Manchester Capital Management LLC | 236 | $9.70K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 225 | $9.25K | 0.00% | +225 | New |
| MAI Capital Management | 223 | $9.18K | 0.00% | +223 | New |
| Harbour Investments, Inc. | 162 | $6.66K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 151 | $6.21K | 0.00% | 00.0% | Unchanged |