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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 144 | $5.92K | 0.00% | +32+28.6% | Added |
| Hollencrest Capital Management | 140 | $5.75K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $5.71K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 138 | $5.67K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 122 | $5.01K | 0.00% | +122 | New |
| Private Wealth Management Group, LLC | 117 | $4.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 125 | $4.75K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 103 | $4.24K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $4.03K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 92 | $3.78K | 0.00% | +92 | New |
| JFS Wealth Advisors, LLC | 90 | $3.70K | 0.00% | +2+2.3% | Added |
| CVA Family Office, LLC | 74 | $3.04K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 74 | $3.04K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 79 | $3.00K | 0.00% | +27+51.9% | Added |
| Hilltop National Bank | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $1.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $905 | 0.00% | −2−8.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $823 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11 | $481 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $370 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $370 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 7 | $288 | 0.00% | +7 | New |
| Lindbrook Capital, LLC | 4 | $164 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 3 | $123 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $82 | 0.00% | +2 | New |
| 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 |