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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Federated Hermes, Inc. as of Mar 31, 2025. 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
- 321
- −2 vs. Q4 2024
- Shares held
- 62.4M
- −2.28M (−3.5%) vs. Q4 2024
- Total value
- $2.55B
- −$114.4M (−4.3%) vs. Q4 2024
- New holders
- 55
- 115 more added
- Sold out
- 57
- 101 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 390 | $3.67B |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,760,811 | $357.2M | 0.01% | +265,590+3.1% | Added |
| BlackRock, Inc. | 6,417,849 | $261.7M | 0.01% | −2,142,596−25.0% | Reduced |
| FMR LLC | 5,539,888 | $225.9M | 0.01% | −380,000−6.4% | Reduced |
| Charles Schwab Investment Management Inc | 3,199,554 | $130.4M | 0.02% | +2,284,509+249.7% | Added |
| AQR Capital Management LLC | 2,480,683 | $100.6M | 0.10% | −77,342−3.0% | Reduced |
| Invesco Ltd. | 2,367,754 | $96.5M | 0.02% | +137,248+6.2% | Added |
| Dimensional Fund Advisors LP | 2,337,941 | $95.3M | 0.02% | −12,101−0.5% | Reduced |
| State Street Corp | 2,000,118 | $81.5M | 0.00% | +37,272+1.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,904,596 | $77.7M | 0.30% | +16,333+0.9% | Added |
| Geode Capital Management, LLC | 1,353,767 | $55.2M | 0.00% | +71,515+5.6% | Added |
| Citadel Advisors LLC | 1,151,059 | $46.9M | 0.05% | −228,932−16.6% | Reduced |
| LSV Asset Management | 1,107,089 | $45.1M | 0.11% | +236,313+27.1% | Added |
| Bank of New York Mellon Corp | 1,005,629 | $41.0M | 0.01% | −271,269−21.2% | Reduced |
| Alliancebernstein L.P. | 954,351 | $38.9M | 0.01% | −25,019−2.6% | Reduced |
| UBS Group AG | 933,141 | $38.0M | 0.01% | +123,674+15.3% | Added |
| Goldman Sachs Group Inc | 884,513 | $36.1M | 0.01% | −157,357−15.1% | Reduced |
| Morgan Stanley | 714,024 | $29.1M | 0.00% | +31,144+4.6% | Added |
| Arrowstreet Capital, Limited Partnership | 700,460 | $28.6M | 0.02% | −117,948−14.4% | Reduced |
| Two Sigma Advisers, LP | 671,800 | $27.4M | 0.06% | −114,800−14.6% | Reduced |
| Sprott Inc. | 567,135 | $23.1M | 1.37% | +3,000+0.5% | Added |
| Allianz Asset Management GmbH | 563,879 | $23.0M | 0.03% | +149,348+36.0% | Added |
| Northern Trust Corp | 551,969 | $22.5M | 0.00% | −2,989−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 507,770 | $20.7M | 0.03% | −23,479−4.4% | Reduced |
| Millennium Management LLC | 497,404 | $20.3M | 0.02% | −27,979−5.3% | Reduced |
| Two Sigma Investments, LP | 443,797 | $18.1M | 0.04% | −220,686−33.2% | Reduced |
| HighTower Advisors, LLC | 439,253 | $17.9M | 0.02% | +2,041+0.5% | Added |
| Bank of America Corp | 433,102 | $17.7M | 0.00% | +91,284+26.7% | Added |
| Interval Partners, LP | 409,975 | $16.7M | 0.59% | +236,365+136.1% | Added |
| Foundation Resource Management Inc | 401,678 | $16.4M | 2.58% | −13,899−3.3% | Reduced |
| Royce & Associates LP | 395,895 | $16.1M | 0.17% | +5,500+1.4% | Added |
| Empowered Funds, LLC | 344,559 | $14.0M | 0.20% | +344,559 | New |
| Hotchkis & Wiley Capital Management LLC | 343,763 | $14.0M | 0.05% | −19,392−5.3% | Reduced |
| Algert Global LLC | 331,831 | $13.5M | 0.33% | −41,310−11.1% | Reduced |
| Cambria Investment Management, L.P. | 313,446 | $12.8M | 0.89% | −31,911−9.2% | Reduced |
| Invenomic Capital Management LP | 286,885 | $11.7M | 0.59% | +286,885 | New |
| Jacobs Levy Equity Management, Inc | 274,920 | $11.2M | 0.04% | +274,920 | New |
| Voloridge Investment Management, LLC | 273,706 | $11.2M | 0.04% | −91,378−25.0% | Reduced |
| First Trust Advisors LP | 262,023 | $10.7M | 0.01% | +5,190+2.0% | Added |
| Schroder Investment Management Group | 256,225 | $10.4M | 0.01% | −10,586−4.0% | Reduced |
| UBS Asset Management Americas Inc | 239,613 | $9.77M | 0.00% | +24,960+11.6% | Added |
| Acadian Asset Management LLC | 236,853 | $9.65M | 0.03% | −363,518−60.5% | Reduced |
| Thrivent Financial for Lutherans | 234,354 | $9.55M | 0.02% | +43,760+23.0% | Added |
| JPMorgan Chase & Co | 233,218 | $9.51M | 0.00% | −35,003−13.1% | Reduced |
| Man Group plc | 230,748 | $9.41M | 0.03% | +13,020+6.0% | Added |
| Assenagon Asset Management S.A. | 217,063 | $8.85M | 0.02% | −448,242−67.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 200,058 | $8.16M | 0.02% | +1,657+0.8% | Added |
| Hourglass Capital, LLC | 188,675 | $7.69M | 2.01% | +4,265+2.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 187,633 | $7.65M | 0.02% | +46,138+32.6% | Added |
| AXA S.A. | 187,630 | $7.65M | 0.03% | +17,105+10.0% | Added |
| Continental Advisors LLC | 177,859 | $7.25M | 5.38% | 00.0% | Unchanged |
| Country Club Bank | 177,749 | $7.23M | 0.49% | +424+0.2% | Added |
| Principal Financial Group Inc | 175,445 | $7.15M | 0.00% | +822+0.5% | Added |
| Teacher Retirement System of Texas | 161,512 | $6.58M | 0.03% | −103,329−39.0% | Reduced |
| Factorial Partners, LLC | 160,239 | $6.53M | 4.03% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 160,199 | $6.53M | 0.05% | −6,200−3.7% | Reduced |
| Ameriprise Financial Inc | 155,829 | $6.35M | 0.00% | +15,872+11.3% | Added |
| Vestcor Inc | 151,970 | $6.20M | 0.21% | −5,914−3.7% | Reduced |
| Swiss National Bank | 150,617 | $6.14M | 0.00% | −3,700−2.4% | Reduced |
| Alps Advisors Inc | 137,354 | $5.60M | 0.03% | +9,916+7.8% | Added |
| Rhumbline Advisers | 136,162 | $5.55M | 0.01% | −1,125−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 135,958 | $5.54M | 0.07% | −172,195−55.9% | Reduced |
| Legal & General Group Plc | 129,173 | $5.27M | 0.00% | +6,487+5.3% | Added |
| BancorpSouth Bank | 125,237 | $5.11M | 0.36% | +2,179+1.8% | Added |
| CIBC World Markets Inc. | 124,587 | $5.08M | 0.01% | +124,587 | New |
| Verition Fund Management LLC | 123,393 | $5.03M | 0.03% | +93,426+311.8% | Added |
| Qube Research & Technologies Ltd | 120,223 | $4.90M | 0.01% | +7,248+6.4% | Added |
| Burney Co | 119,658 | $4.88M | 0.18% | +119,658 | New |
| Bridgewater Associates, LP | 118,005 | $4.81M | 0.02% | +5,618+5.0% | Added |
| Alpha Omega Wealth Management LLC | 110,730 | $4.51M | 0.86% | −5,968−5.1% | Reduced |
| Keeley-Teton Advisors, LLC | 110,694 | $4.51M | 0.55% | −3,202−2.8% | Reduced |
| New York State Teachers Retirement System | 109,953 | $4.48M | 0.01% | −16,609−13.1% | Reduced |
| Retirement Systems of Alabama | 94,837 | $3.87M | 0.02% | +95+0.1% | Added |
| Gamco Investors, Inc. Et Al | 92,400 | $3.77M | 0.04% | +300+0.3% | Added |
| LPL Financial LLC | 91,474 | $3.73M | 0.00% | +72,173+373.9% | Added |
| Panagora Asset Management Inc | 90,635 | $3.70M | 0.02% | +874+1.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 89,504 | $3.65M | 0.66% | +10,044+12.6% | Added |
| Russell Investments Group, Ltd. | 88,688 | $3.62M | 0.00% | +9,071+11.4% | Added |
| Squarepoint Ops LLC | 87,683 | $3.57M | 0.01% | +64,763+282.6% | Added |
| Corebridge Financial, Inc. | 85,539 | $3.49M | 0.02% | −2,086−2.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,168 | $3.43M | 0.01% | −26,043−23.6% | Reduced |
| Renaissance Technologies LLC | 83,800 | $3.42M | 0.01% | −393,128−82.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 82,155 | $3.35M | 0.03% | +61,441+296.6% | Added |
| Inlet Private Wealth, LLC | 75,150 | $3.06M | 0.80% | −3,500−4.5% | Reduced |
| Nebula Research & Development LLC | 74,906 | $3.05M | 0.28% | +23,488+45.7% | Added |
| Kendall Capital Management | 69,850 | $2.85M | 0.84% | +3,925+6.0% | Added |
| Paralel Advisors LLC | 69,508 | $2.83M | 0.12% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 69,496 | $2.83M | 1.20% | −12,850−15.6% | Reduced |
| SEI Investments Co | 67,850 | $2.77M | 0.00% | −44,168−39.4% | Reduced |
| SummitTX Capital, L.P. | 67,800 | $2.76M | 0.12% | +67,800 | New |
| D. E. Shaw & Co., Inc. | 67,779 | $2.76M | 0.00% | −69,748−50.7% | Reduced |
| California State Teachers Retirement System | 67,608 | $2.76M | 0.00% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 64,800 | $2.64M | 0.01% | +64,800 | New |
| Robeco Institutional Asset Management B.V. | 64,640 | $2.64M | 0.01% | +64,640 | New |
| Mirae Asset Global Investments Co., Ltd. | 63,497 | $2.58M | 0.01% | +63,497 | New |
| Manufacturers Life Insurance Company, The | 61,377 | $2.50M | 0.00% | −220.0% | Reduced |
| CI Private Wealth, LLC | 59,127 | $2.41M | 0.00% | +5,235+9.7% | Added |
| Barclays PLC | 56,128 | $2.29M | 0.00% | −190,590−77.3% | Reduced |
| Jefferies Financial Group Inc. | 53,600 | $2.19M | 0.04% | +53,600 | New |
| Congress Asset Management Co | 51,282 | $2.09M | 0.02% | −289−0.6% | Reduced |
| Great West Life Assurance Co | 51,189 | $2.09M | 0.00% | −5,124−9.1% | Reduced |