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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 563,879 | $23.0M | 0.03% | +149,348+36.0% | Added |
| Sprott Inc. | 567,135 | $23.1M | 1.37% | +3,000+0.5% | Added |
| Two Sigma Advisers, LP | 671,800 | $27.4M | 0.06% | −114,800−14.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 700,460 | $28.6M | 0.02% | −117,948−14.4% | Reduced |
| Morgan Stanley | 714,024 | $29.1M | 0.00% | +31,144+4.6% | Added |
| Goldman Sachs Group Inc | 884,513 | $36.1M | 0.01% | −157,357−15.1% | Reduced |
| UBS Group AG | 933,141 | $38.0M | 0.01% | +123,674+15.3% | Added |
| Alliancebernstein L.P. | 954,351 | $38.9M | 0.01% | −25,019−2.6% | Reduced |
| Bank of New York Mellon Corp | 1,005,629 | $41.0M | 0.01% | −271,269−21.2% | Reduced |
| LSV Asset Management | 1,107,089 | $45.1M | 0.11% | +236,313+27.1% | Added |
| Citadel Advisors LLC | 1,151,059 | $46.9M | 0.05% | −228,932−16.6% | Reduced |
| Geode Capital Management, LLC | 1,353,767 | $55.2M | 0.00% | +71,515+5.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,904,596 | $77.7M | 0.30% | +16,333+0.9% | Added |
| State Street Corp | 2,000,118 | $81.5M | 0.00% | +37,272+1.9% | Added |
| Dimensional Fund Advisors LP | 2,337,941 | $95.3M | 0.02% | −12,101−0.5% | Reduced |
| Invesco Ltd. | 2,367,754 | $96.5M | 0.02% | +137,248+6.2% | Added |
| AQR Capital Management LLC | 2,480,683 | $100.6M | 0.10% | −77,342−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,199,554 | $130.4M | 0.02% | +2,284,509+249.7% | Added |
| FMR LLC | 5,539,888 | $225.9M | 0.01% | −380,000−6.4% | Reduced |
| BlackRock, Inc. | 6,417,849 | $261.7M | 0.01% | −2,142,596−25.0% | Reduced |
| Vanguard Group Inc | 8,760,811 | $357.2M | 0.01% | +265,590+3.1% | Added |
| Norges Bank | 0 | $0 | 0.00% | −258,800−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −154,263−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −101,072−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −92,719−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −81,476−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −80,787−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −72,427−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −61,700−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −58,440−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −53,431−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −48,570−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −47,897−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −46,619−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −47,061−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −32,261−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,200−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −26,944−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −25,233−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −23,046−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −22,026−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −20,158−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,361−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −16,008−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −14,637−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −14,622−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,233−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −14,015−100.0% | Sold out |
| Three Seasons Wealth, LLC | 0 | $0 | 0.00% | −12,159−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −12,036−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,776−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −10,398−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,339−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,345−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,139−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −7,645−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −7,113−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,877−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −6,064−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,915−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,672−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −5,359−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −5,198−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −3,693−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Phase 2 Partners, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Passumpsic Savings Bank | – | – | – | – | Not filed |
| Virtus Fund Advisers, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |