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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 50,864 | $2.07M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 48,708 | $1.99M | 0.02% | −176,184−78.3% | Reduced |
| Truist Financial Corp | 47,750 | $1.95M | 0.00% | +1,004+2.1% | Added |
| S&T Bank | 47,674 | $1.94M | 0.64% | −747−1.5% | Reduced |
| Balyasny Asset Management LLC | 45,695 | $1.86M | 0.00% | +45,695 | New |
| Taylor Frigon Capital Management LLC | 43,969 | $1.79M | 1.07% | +65+0.1% | Added |
| KLP Kapitalforvaltning AS | 42,300 | $1.72M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 41,866 | $1.71M | 0.01% | −687−1.6% | Reduced |
| Dark Forest Capital Management LP | 40,314 | $1.64M | 0.08% | +5,439+15.6% | Added |
| Mutual of America Capital Management LLC | 40,102 | $1.63M | 0.02% | −1,058−2.6% | Reduced |
| ABLE Financial Group, LLC | 39,860 | $1.63M | 0.46% | +2,696+7.3% | Added |
| Victory Capital Management Inc | 38,176 | $1.56M | 0.00% | −121,255−76.1% | Reduced |
| Citigroup Inc | 36,553 | $1.49M | 0.00% | −10,286−22.0% | Reduced |
| The PNC Financial Services Group, Inc. | 36,458 | $1.49M | 0.00% | −299−0.8% | Reduced |
| HSBC Holdings PLC | 36,416 | $1.48M | 0.00% | +18,610+104.5% | Added |
| Janus Henderson Group PLC | 36,068 | $1.47M | 0.00% | −19,295−34.9% | Reduced |
| Versor Investments LP | 35,900 | $1.46M | 0.24% | +35,900 | New |
| Dean Investment Associates, LLC | 35,596 | $1.45M | 0.21% | −68,353−65.8% | Reduced |
| Ontario Teachers Pension Plan Board | 33,937 | $1.38M | 0.02% | −218−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 33,675 | $1.37M | 0.00% | +12,282+57.4% | Added |
| State of Tennessee, Treasury Department | 33,558 | $1.37M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 33,140 | $1.35M | 0.00% | −48,767−59.5% | Reduced |
| Texas Yale Capital Corp. | 32,829 | $1.34M | 0.05% | 00.0% | Unchanged |
| American Century Companies Inc | 32,632 | $1.33M | 0.00% | −64,937−66.6% | Reduced |
| Price T Rowe Associates Inc | 32,447 | $1.32M | 0.00% | +1,200+3.8% | Added |
| DGS Capital Management, LLC | 32,445 | $1.32M | 0.35% | +10,241+46.1% | Added |
| Amalgamated Bank | 32,092 | $1.31M | 0.01% | −522−1.6% | Reduced |
| Palisade Asset Management, LLC | 31,790 | $1.30M | 0.13% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 31,459 | $1.28M | 0.04% | +31,459 | New |
| Jane Street Group, LLC | 31,082 | $1.27M | 0.00% | −24,492−44.1% | Reduced |
| Baird Financial Group, Inc. | 31,024 | $1.26M | 0.00% | +1,607+5.5% | Added |
| Comerica Bank | 30,268 | $1.23M | 0.01% | −756−2.4% | Reduced |
| CWA Asset Management Group, LLC | 29,858 | $1.22M | 0.06% | −5,166−14.7% | Reduced |
| Wells Fargo & Company | 28,886 | $1.18M | 0.00% | +157+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 28,419 | $1.16M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 28,332 | $1.16M | 0.02% | +4,734+20.1% | Added |
| State Board of Administration of Florida Retirement System | 28,292 | $1.15M | 0.00% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 27,780 | $1.13M | 0.19% | −15,060−35.2% | Reduced |
| Vident Advisory, LLC | 27,514 | $1.12M | 0.02% | +879+3.3% | Added |
| Villanova Investment Management Co LLC | 9,369 | $1.11M | 1.10% | −31,039−76.8% | Reduced |
| Yousif Capital Management, LLC | 25,740 | $1.05M | 0.01% | −859−3.2% | Reduced |
| CSS LLC | 25,730 | $1.05M | 0.07% | +10,130+64.9% | Added |
| Dean Capital Management | 25,120 | $1.02M | 0.45% | −44,938−64.1% | Reduced |
| Deutsche Bank AG | 24,213 | $987.2K | 0.00% | +6,734+38.5% | Added |
| McMahon Financial Advisors, LLC | 23,550 | $960.1K | 0.24% | 00.0% | Unchanged |
| Meritage Portfolio Management | 22,964 | $936.2K | 0.06% | +11,523+100.7% | Added |
| Horizon Kinetics Asset Management LLC | 22,862 | $932.1K | 0.01% | −2,234−8.9% | Reduced |
| Ensign Peak Advisors, Inc | 22,686 | $924.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 22,603 | $921.5K | 0.00% | −680−2.9% | Reduced |
| Arizona State Retirement System | 22,292 | $908.8K | 0.01% | −481−2.1% | Reduced |
| Envestnet Asset Management Inc | 22,057 | $899.3K | 0.00% | +837+3.9% | Added |
| Creative Planning | 21,981 | $896.2K | 0.00% | +1,558+7.6% | Added |
| Louisiana State Employees Retirement System | 21,800 | $888.8K | 0.02% | +200+0.9% | Added |
| Handelsbanken Fonder AB | 21,653 | $883.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 21,647 | $882.5K | 0.01% | +1,023+5.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,697 | $843.8K | 0.00% | +31+0.2% | Added |
| Aster Capital Management (DIFC) Ltd | 21,430 | $830.4K | 0.15% | +21,430 | New |
| Exchange Traded Concepts, LLC | 20,316 | $828.3K | 0.01% | −1,924−8.7% | Reduced |
| Cerity Partners LLC | 19,524 | $796.0K | 0.00% | +4,659+31.3% | Added |
| Brevan Howard Capital Management LP | 18,755 | $764.6K | 0.02% | +8,877+89.9% | Added |
| State of Michigan Retirement System | 18,676 | $761.4K | 0.00% | +200+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,626 | $759.4K | 0.00% | +1,418+8.2% | Added |
| Quadrature Capital Ltd | 18,451 | $752.2K | 0.02% | +18,451 | New |
| Schonfeld Strategic Advisors LLC | 18,258 | $744.4K | 0.01% | +12,460+214.9% | Added |
| Elo Mutual Pension Insurance Co | 17,687 | $721.1K | 0.02% | +6,843+63.1% | Added |
| Fortis Advisors, LLC | 17,675 | $720.6K | 0.47% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 17,491 | $713.1K | 0.55% | +375+2.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,325 | $706.3K | 0.01% | +80.0% | Added |
| New Mexico Educational Retirement Board | 17,300 | $705.0K | 0.03% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 17,054 | $695.3K | 0.03% | −7,500−30.5% | Reduced |
| Nisa Investment Advisors, LLC | 16,713 | $681.4K | 0.00% | +317+1.9% | Added |
| Capital Fund Management S.A. | 16,566 | $675.4K | 0.01% | +16,566 | New |
| Oregon Public Employees Retirement Fund | 15,872 | $647.1K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 15,820 | $645.0K | 0.09% | −28,234−64.1% | Reduced |
| Ameritas Investment Partners, Inc. | 15,607 | $636.3K | 0.02% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 15,575 | $635.0K | 0.08% | −500−3.1% | Reduced |
| Los Angeles Capital Management LLC | 14,211 | $579.4K | 0.00% | +14,211 | New |
| Bayforest Capital Ltd | 13,252 | $540.3K | 0.24% | +13,252 | New |
| Sound View Wealth Advisors Group, LLC | 12,743 | $519.5K | 0.04% | −5,498−30.1% | Reduced |
| Capital City Trust Co | 11,957 | $487.5K | 0.13% | −2,789−18.9% | Reduced |
| Pacer Advisors, Inc. | 11,900 | $485.2K | 0.00% | +286+2.5% | Added |
| Royal Bank of Canada | 11,620 | $474.0K | 0.00% | −3,619−23.7% | Reduced |
| Boxwood Ventures, Inc. | 11,613 | $473.5K | 0.68% | −1,511−11.5% | Reduced |
| Prudential Financial Inc | 11,197 | $472.3K | 0.00% | +1,380+14.1% | Added |
| Pictet Asset Management Holding SA | 10,971 | $447.3K | 0.00% | +918+9.1% | Added |
| National Bank of Canada | 10,872 | $443.4K | 0.00% | −81−0.7% | Reduced |
| First National Trust Co | 10,789 | $439.9K | 0.02% | −1,385−11.4% | Reduced |
| 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 |
| Wealthcare Advisory Partners LLC | 10,240 | $417.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 10,194 | $415.6K | 0.00% | +142+1.4% | Added |
| SG Americas Securities, LLC | 9,832 | $401.0K | 0.00% | +9,832 | New |
| Globeflex Capital L P | 9,700 | $395.5K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,404 | $383.0K | 0.03% | +9,404 | New |
| State of Alaska, Department of Revenue | 9,131 | $372.0K | 0.00% | +245+2.8% | Added |
| RHS Financial, LLC | 8,898 | $362.8K | 0.20% | +8,898 | New |
| Diversified Trust Co | 8,807 | $359.1K | 0.01% | +629+7.7% | Added |
| Bank of Montreal | 8,758 | $357.1K | 0.00% | +121+1.4% | Added |
| Public Employees Retirement Association of Colorado | 8,648 | $353.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 8,603 | $350.7K | 0.10% | +1,124+15.0% | Added |