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, 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 | 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, 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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $41 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $102 | 0.00% | −390−99.2% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $122 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 4 | $163 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $163 | 0.00% | +4 | New |
| Garde Capital, Inc. | 5 | $204 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 6 | $245 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $245 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 9 | $367 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $367 | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 9 | $367 | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 11 | $481 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $532 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 19 | $775 | 0.00% | −3−13.6% | Reduced |
| Global Financial Private Client, LLC | 21 | $856 | 0.00% | +14+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $897 | 0.00% | +2+10.0% | Added |
| Amundi | 24 | $947 | 0.00% | +24 | New |
| UMA Financial Services, Inc. | 26 | $1.06K | 0.00% | +26 | New |
| Skopos Labs, Inc. | 50 | $2.04K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 60 | $2.45K | 0.00% | +21+53.8% | Added |
| CVA Family Office, LLC | 74 | $3.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 89 | $3.63K | 0.00% | −1−1.1% | Reduced |
| SBI Securities Co., Ltd. | 92 | $3.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $4.00K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $4.08K | 0.00% | −42,719−99.8% | Reduced |
| Strategic Investment Solutions, Inc. | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $4.08K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 103 | $4.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 117 | $4.77K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 127 | $5.00K | 0.00% | +48+60.8% | Added |
| Allworth Financial LP | 147 | $5.63K | 0.00% | +22+17.6% | Added |
| Rosenberg Matthew Hamilton | 139 | $5.67K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $5.87K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 141 | $6.00K | 0.00% | −7,584−98.2% | Reduced |
| Bessemer Group Inc | 155 | $6.00K | 0.00% | −130−45.6% | Reduced |
| Harbour Investments, Inc. | 162 | $6.61K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 195 | $7.95K | 0.00% | −28−12.6% | Reduced |
| Contravisory Investment Management, Inc. | 225 | $9.17K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 250 | $10.2K | 0.00% | +250 | New |
| Missouri Trust & Investment Co | 260 | $10.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 265 | $10.8K | 0.01% | +265 | New |
| Parkside Financial Bank & Trust | 266 | $10.8K | 0.00% | +115+76.2% | Added |
| Harbor Capital Advisors, Inc. | 269 | $11.0K | 0.00% | +12+4.7% | Added |
| Covestor Ltd | 272 | $11.0K | 0.01% | +7+2.6% | Added |
| NBC Securities, Inc. | 285 | $11.0K | 0.00% | +285 | New |
| CIBC Private Wealth Group, LLC | 335 | $12.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 370 | $15.1K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 400 | $16.3K | 0.00% | +400 | New |
| Quest Partners LLC | 414 | $16.9K | 0.00% | −63,727−99.4% | Reduced |
| Vermillion Wealth Management, Inc. | 435 | $17.7K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 466 | $19.0K | 0.02% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 533 | $21.0K | 0.01% | +533 | New |
| Fifth Third Bancorp | 554 | $22.6K | 0.00% | +106+23.7% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $25.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 617 | $25.1K | 0.00% | +20+3.4% | Added |
| S.A. Mason LLC | 850 | $34.6K | 0.02% | +5+0.6% | Added |
| Farther Finance Advisors, LLC | 863 | $35.3K | 0.00% | +614+246.6% | Added |
| EverSource Wealth Advisors, LLC | 888 | $36.2K | 0.00% | +324+57.4% | Added |
| Steward Partners Investment Advisory, LLC | 952 | $38.8K | 0.00% | −48−4.8% | Reduced |
| WealthCollab, LLC | 999 | $40.7K | 0.03% | +158+18.8% | Added |
| Advisor Group Holdings, Inc. | 1,064 | $43.4K | 0.00% | −455−30.0% | Reduced |
| Simplex Trading, LLC | 1,118 | $45.0K | 0.00% | +1,118 | New |
| Van Eck Associates Corp | 1,201 | $49.0K | 0.00% | +359+42.6% | Added |
| Kestra Investment Management, LLC | 1,250 | $51.0K | 0.00% | +1,250 | New |
| City State Bank | 1,280 | $52.2K | 0.02% | −81−6.0% | Reduced |
| Coldstream Capital Management Inc | 1,451 | $59.2K | 0.00% | +1,451 | New |
| Northwestern Mutual Wealth Management Co | 1,551 | $63.2K | 0.00% | +287+22.7% | Added |
| Hexagon Capital Partners LLC | 1,664 | $67.8K | 0.01% | +85+5.4% | Added |
| C M Bidwell & Associates Ltd | 1,730 | $70.5K | 0.04% | −50−2.8% | Reduced |
| GAMMA Investing LLC | 1,882 | $76.7K | 0.01% | +175+10.3% | Added |
| Lazard Asset Management LLC | 1,996 | $81.0K | 0.00% | −194−8.9% | Reduced |
| Umb Bank N A | 2,065 | $84.2K | 0.00% | +734+55.1% | Added |
| Jones Financial Companies LLLP | 2,943 | $119.8K | 0.00% | +297+11.2% | Added |
| Asset Management One Co.,Ltd. | 2,951 | $120.3K | 0.00% | +2,951 | New |
| Bryn Mawr Trust Co | 3,065 | $125.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,205 | $130.7K | 0.05% | +13+0.4% | Added |
| TD Private Client Wealth LLC | 3,334 | $135.9K | 0.00% | +562+20.3% | Added |
| KBC Group NV | 3,423 | $140.0K | 0.00% | +72+2.1% | Added |
| CWM, LLC | 3,521 | $144.0K | 0.00% | +612+21.0% | Added |
| Tower Research Capital LLC (TRC) | 4,135 | $168.6K | 0.01% | −6,189−59.9% | Reduced |
| Signaturefd, LLC | 4,354 | $177.5K | 0.00% | +439+11.2% | Added |
| New Age Alpha Advisors, LLC | 4,388 | $178.9K | 0.01% | −6,829−60.9% | Reduced |
| Vision Financial Markets LLC | 4,818 | $196.4K | 0.21% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,990 | $203.4K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 5,061 | $206.3K | 0.00% | −4,478−46.9% | Reduced |
| Abacus Planning Group, Inc. | 5,108 | $208.3K | 0.04% | +5,108 | New |
| Insigneo Advisory Services, LLC | 5,146 | $209.8K | 0.02% | +5,146 | New |
| Prelude Capital Management, LLC | 5,192 | $211.7K | 0.02% | +5,192 | New |
| Mackenzie Financial Corp | 5,249 | $214.0K | 0.00% | +5,249 | New |
| Sym Financial Corp | 5,256 | $214.3K | 0.03% | +209+4.1% | Added |
| Xponance, Inc. | 5,287 | $215.6K | 0.00% | −170−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 5,314 | $216.7K | 0.00% | +453+9.3% | Added |
| Lighthouse Investment Partners, LLC | 5,323 | $217.0K | 0.01% | +5,323 | New |
| United Services Automobile Association | 5,395 | $219.5K | 0.01% | +5,395 | New |
| Lindbrook Capital, LLC | 5,479 | $223.4K | 0.02% | +5,475+136,875.0% | Added |
| Gilman Hill Asset Management, LLC | 5,494 | $224.0K | 0.04% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 5,523 | $225.2K | 0.11% | +5,523 | New |
| Cullen/Frost Bankers, Inc. | 5,531 | $225.5K | 0.00% | +1,231+28.6% | Added |