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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 5,837 | $238.0K | 0.01% | +5,837 | New |
| Securian Asset Management, Inc | 5,890 | $240.1K | 0.01% | 00.0% | Unchanged |
| NDVR, Inc. | 5,976 | $243.6K | 0.25% | +5,976 | New |
| EP Wealth Advisors, LLC | 6,271 | $255.7K | 0.00% | +1,084+20.9% | Added |
| Pathstone Holdings, LLC | 6,481 | $264.2K | 0.00% | −2,640−28.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,500 | $265.0K | 0.11% | +6,500 | New |
| Hohimer Wealth Management, LLC | 6,795 | $277.0K | 0.05% | +249+3.8% | Added |
| Cim Investment Mangement Inc | 6,976 | $284.4K | 0.06% | −166−2.3% | Reduced |
| Avantax Planning Partners, Inc. | 7,000 | $285.4K | 0.01% | −1,040−12.9% | Reduced |
| State of Wyoming | 7,094 | $289.2K | 0.04% | +1,811+34.3% | Added |
| Congress Wealth Management LLC | 7,168 | $292.2K | 0.00% | +261+3.8% | Added |
| Petrus Trust Company, LTA | 7,337 | $299.1K | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,433 | $303.0K | 0.20% | +7,433 | New |
| Ieq Capital, LLC | 7,478 | $304.9K | 0.00% | −1,098−12.8% | Reduced |
| Federated Hermes, Inc. | 7,592 | $309.5K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,873 | $321.0K | 0.00% | +179+2.3% | Added |
| James Investment Research Inc | 7,896 | $321.9K | 0.04% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 8,000 | $326.2K | 0.00% | −11,000−57.9% | Reduced |
| Cetera Investment Advisers | 8,062 | $328.7K | 0.00% | −3,725−31.6% | Reduced |
| Parallel Advisors, LLC | 8,087 | $329.7K | 0.01% | +2,240+38.3% | Added |
| CAPROCK Group, Inc. | 8,174 | $333.3K | 0.01% | +8,174 | New |
| MBM Wealth Consultants, LLC | 8,603 | $350.7K | 0.10% | +1,124+15.0% | Added |
| Public Employees Retirement Association of Colorado | 8,648 | $353.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,758 | $357.1K | 0.00% | +121+1.4% | Added |
| Diversified Trust Co | 8,807 | $359.1K | 0.01% | +629+7.7% | Added |
| RHS Financial, LLC | 8,898 | $362.8K | 0.20% | +8,898 | New |
| State of Alaska, Department of Revenue | 9,131 | $372.0K | 0.00% | +245+2.8% | Added |
| Gsa Capital Partners LLP | 9,404 | $383.0K | 0.03% | +9,404 | New |
| Globeflex Capital L P | 9,700 | $395.5K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,832 | $401.0K | 0.00% | +9,832 | New |
| US Bancorp | 10,194 | $415.6K | 0.00% | +142+1.4% | Added |
| Wealthcare Advisory Partners LLC | 10,240 | $417.5K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,386 | $423.4K | 0.01% | −12,017−53.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 10,386 | $423.4K | 0.03% | −1,080−9.4% | Reduced |
| First National Trust Co | 10,789 | $439.9K | 0.02% | −1,385−11.4% | Reduced |
| National Bank of Canada | 10,872 | $443.4K | 0.00% | −81−0.7% | Reduced |
| Pictet Asset Management Holding SA | 10,971 | $447.3K | 0.00% | +918+9.1% | Added |
| Prudential Financial Inc | 11,197 | $472.3K | 0.00% | +1,380+14.1% | Added |
| Boxwood Ventures, Inc. | 11,613 | $473.5K | 0.68% | −1,511−11.5% | Reduced |
| Royal Bank of Canada | 11,620 | $474.0K | 0.00% | −3,619−23.7% | Reduced |
| Pacer Advisors, Inc. | 11,900 | $485.2K | 0.00% | +286+2.5% | Added |
| Capital City Trust Co | 11,957 | $487.5K | 0.13% | −2,789−18.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 12,743 | $519.5K | 0.04% | −5,498−30.1% | Reduced |
| Bayforest Capital Ltd | 13,252 | $540.3K | 0.24% | +13,252 | New |
| Los Angeles Capital Management LLC | 14,211 | $579.4K | 0.00% | +14,211 | New |
| Rodgers Brothers Inc. | 15,575 | $635.0K | 0.08% | −500−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 15,607 | $636.3K | 0.02% | 00.0% | Unchanged |
| Legato Capital Management LLC | 15,820 | $645.0K | 0.09% | −28,234−64.1% | Reduced |
| Oregon Public Employees Retirement Fund | 15,872 | $647.1K | 0.01% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 16,566 | $675.4K | 0.01% | +16,566 | New |
| Nisa Investment Advisors, LLC | 16,713 | $681.4K | 0.00% | +317+1.9% | Added |
| Staley Capital Advisers Inc | 17,054 | $695.3K | 0.03% | −7,500−30.5% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $705.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 17,325 | $706.3K | 0.01% | +80.0% | Added |
| 1620 Investment Advisors, Inc. | 17,491 | $713.1K | 0.55% | +375+2.2% | Added |
| Fortis Advisors, LLC | 17,675 | $720.6K | 0.47% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 17,687 | $721.1K | 0.02% | +6,843+63.1% | Added |
| Schonfeld Strategic Advisors LLC | 18,258 | $744.4K | 0.01% | +12,460+214.9% | Added |
| Quadrature Capital Ltd | 18,451 | $752.2K | 0.02% | +18,451 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,626 | $759.4K | 0.00% | +1,418+8.2% | Added |
| State of Michigan Retirement System | 18,676 | $761.4K | 0.00% | +200+1.1% | Added |
| Brevan Howard Capital Management LP | 18,755 | $764.6K | 0.02% | +8,877+89.9% | Added |
| Cerity Partners LLC | 19,524 | $796.0K | 0.00% | +4,659+31.3% | Added |
| Exchange Traded Concepts, LLC | 20,316 | $828.3K | 0.01% | −1,924−8.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 21,430 | $830.4K | 0.15% | +21,430 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,697 | $843.8K | 0.00% | +31+0.2% | Added |
| JustInvest LLC | 21,647 | $882.5K | 0.01% | +1,023+5.0% | Added |
| Handelsbanken Fonder AB | 21,653 | $883.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,800 | $888.8K | 0.02% | +200+0.9% | Added |
| Creative Planning | 21,981 | $896.2K | 0.00% | +1,558+7.6% | Added |
| Envestnet Asset Management Inc | 22,057 | $899.3K | 0.00% | +837+3.9% | Added |
| Arizona State Retirement System | 22,292 | $908.8K | 0.01% | −481−2.1% | Reduced |
| Franklin Resources Inc | 22,603 | $921.5K | 0.00% | −680−2.9% | Reduced |
| Ensign Peak Advisors, Inc | 22,686 | $924.9K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 22,862 | $932.1K | 0.01% | −2,234−8.9% | Reduced |
| Meritage Portfolio Management | 22,964 | $936.2K | 0.06% | +11,523+100.7% | Added |
| McMahon Financial Advisors, LLC | 23,550 | $960.1K | 0.24% | 00.0% | Unchanged |
| Deutsche Bank AG | 24,213 | $987.2K | 0.00% | +6,734+38.5% | Added |
| Dean Capital Management | 25,120 | $1.02M | 0.45% | −44,938−64.1% | Reduced |
| CSS LLC | 25,730 | $1.05M | 0.07% | +10,130+64.9% | Added |
| Yousif Capital Management, LLC | 25,740 | $1.05M | 0.01% | −859−3.2% | Reduced |
| Villanova Investment Management Co LLC | 9,369 | $1.11M | 1.10% | −31,039−76.8% | Reduced |
| Vident Advisory, LLC | 27,514 | $1.12M | 0.02% | +879+3.3% | Added |
| Radnor Capital Management, LLC | 27,780 | $1.13M | 0.19% | −15,060−35.2% | Reduced |
| State Board of Administration of Florida Retirement System | 28,292 | $1.15M | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 28,332 | $1.16M | 0.02% | +4,734+20.1% | Added |
| Teachers Retirement System of the State of Kentucky | 28,419 | $1.16M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 28,886 | $1.18M | 0.00% | +157+0.5% | Added |
| CWA Asset Management Group, LLC | 29,858 | $1.22M | 0.06% | −5,166−14.7% | Reduced |
| Comerica Bank | 30,268 | $1.23M | 0.01% | −756−2.4% | Reduced |
| Baird Financial Group, Inc. | 31,024 | $1.26M | 0.00% | +1,607+5.5% | Added |
| Jane Street Group, LLC | 31,082 | $1.27M | 0.00% | −24,492−44.1% | Reduced |
| Ritholtz Wealth Management | 31,459 | $1.28M | 0.04% | +31,459 | New |
| Palisade Asset Management, LLC | 31,790 | $1.30M | 0.13% | 00.0% | Unchanged |
| Amalgamated Bank | 32,092 | $1.31M | 0.01% | −522−1.6% | Reduced |
| DGS Capital Management, LLC | 32,445 | $1.32M | 0.35% | +10,241+46.1% | Added |
| Price T Rowe Associates Inc | 32,447 | $1.32M | 0.00% | +1,200+3.8% | Added |
| American Century Companies Inc | 32,632 | $1.33M | 0.00% | −64,937−66.6% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.34M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Inc | 33,140 | $1.35M | 0.00% | −48,767−59.5% | Reduced |