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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 8,174 | $333.3K | 0.01% | +8,174 | New |
| Parallel Advisors, LLC | 8,087 | $329.7K | 0.01% | +2,240+38.3% | Added |
| Cetera Investment Advisers | 8,062 | $328.7K | 0.00% | −3,725−31.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 8,000 | $326.2K | 0.00% | −11,000−57.9% | Reduced |
| James Investment Research Inc | 7,896 | $321.9K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,873 | $321.0K | 0.00% | +179+2.3% | Added |
| Federated Hermes, Inc. | 7,592 | $309.5K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,478 | $304.9K | 0.00% | −1,098−12.8% | Reduced |
| Virtus ETF Advisers LLC | 7,433 | $303.0K | 0.20% | +7,433 | New |
| Petrus Trust Company, LTA | 7,337 | $299.1K | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 7,168 | $292.2K | 0.00% | +261+3.8% | Added |
| State of Wyoming | 7,094 | $289.2K | 0.04% | +1,811+34.3% | Added |
| Avantax Planning Partners, Inc. | 7,000 | $285.4K | 0.01% | −1,040−12.9% | Reduced |
| Cim Investment Mangement Inc | 6,976 | $284.4K | 0.06% | −166−2.3% | Reduced |
| Hohimer Wealth Management, LLC | 6,795 | $277.0K | 0.05% | +249+3.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,500 | $265.0K | 0.11% | +6,500 | New |
| Pathstone Holdings, LLC | 6,481 | $264.2K | 0.00% | −2,640−28.9% | Reduced |
| EP Wealth Advisors, LLC | 6,271 | $255.7K | 0.00% | +1,084+20.9% | Added |
| NDVR, Inc. | 5,976 | $243.6K | 0.25% | +5,976 | New |
| Securian Asset Management, Inc | 5,890 | $240.1K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,837 | $238.0K | 0.01% | +5,837 | New |
| Cullen/Frost Bankers, Inc. | 5,531 | $225.5K | 0.00% | +1,231+28.6% | Added |
| Gallacher Capital Management LLC | 5,523 | $225.2K | 0.11% | +5,523 | New |
| Gilman Hill Asset Management, LLC | 5,494 | $224.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,479 | $223.4K | 0.02% | +5,475+136,875.0% | Added |
| United Services Automobile Association | 5,395 | $219.5K | 0.01% | +5,395 | New |
| Lighthouse Investment Partners, LLC | 5,323 | $217.0K | 0.01% | +5,323 | New |
| Ronald Blue Trust, Inc. | 5,314 | $216.7K | 0.00% | +453+9.3% | Added |
| Xponance, Inc. | 5,287 | $215.6K | 0.00% | −170−3.1% | Reduced |
| Sym Financial Corp | 5,256 | $214.3K | 0.03% | +209+4.1% | Added |
| Mackenzie Financial Corp | 5,249 | $214.0K | 0.00% | +5,249 | New |
| Prelude Capital Management, LLC | 5,192 | $211.7K | 0.02% | +5,192 | New |
| Insigneo Advisory Services, LLC | 5,146 | $209.8K | 0.02% | +5,146 | New |
| Abacus Planning Group, Inc. | 5,108 | $208.3K | 0.04% | +5,108 | New |
| Mariner, LLC | 5,061 | $206.3K | 0.00% | −4,478−46.9% | Reduced |
| Hardy Reed LLC | 4,990 | $203.4K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 4,818 | $196.4K | 0.21% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,388 | $178.9K | 0.01% | −6,829−60.9% | Reduced |
| Signaturefd, LLC | 4,354 | $177.5K | 0.00% | +439+11.2% | Added |
| Tower Research Capital LLC (TRC) | 4,135 | $168.6K | 0.01% | −6,189−59.9% | Reduced |
| CWM, LLC | 3,521 | $144.0K | 0.00% | +612+21.0% | Added |
| KBC Group NV | 3,423 | $140.0K | 0.00% | +72+2.1% | Added |
| TD Private Client Wealth LLC | 3,334 | $135.9K | 0.00% | +562+20.3% | Added |
| Cape Investment Advisory, Inc. | 3,205 | $130.7K | 0.05% | +13+0.4% | Added |
| Bryn Mawr Trust Co | 3,065 | $125.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 2,951 | $120.3K | 0.00% | +2,951 | New |
| Jones Financial Companies LLLP | 2,943 | $119.8K | 0.00% | +297+11.2% | Added |
| Umb Bank N A | 2,065 | $84.2K | 0.00% | +734+55.1% | Added |
| Lazard Asset Management LLC | 1,996 | $81.0K | 0.00% | −194−8.9% | Reduced |
| GAMMA Investing LLC | 1,882 | $76.7K | 0.01% | +175+10.3% | Added |
| C M Bidwell & Associates Ltd | 1,730 | $70.5K | 0.04% | −50−2.8% | Reduced |
| Hexagon Capital Partners LLC | 1,664 | $67.8K | 0.01% | +85+5.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,551 | $63.2K | 0.00% | +287+22.7% | Added |
| Coldstream Capital Management Inc | 1,451 | $59.2K | 0.00% | +1,451 | New |
| City State Bank | 1,280 | $52.2K | 0.02% | −81−6.0% | Reduced |
| Kestra Investment Management, LLC | 1,250 | $51.0K | 0.00% | +1,250 | New |
| Van Eck Associates Corp | 1,201 | $49.0K | 0.00% | +359+42.6% | Added |
| Simplex Trading, LLC | 1,118 | $45.0K | 0.00% | +1,118 | New |
| Advisor Group Holdings, Inc. | 1,064 | $43.4K | 0.00% | −455−30.0% | Reduced |
| WealthCollab, LLC | 999 | $40.7K | 0.03% | +158+18.8% | Added |
| Steward Partners Investment Advisory, LLC | 952 | $38.8K | 0.00% | −48−4.8% | Reduced |
| EverSource Wealth Advisors, LLC | 888 | $36.2K | 0.00% | +324+57.4% | Added |
| Farther Finance Advisors, LLC | 863 | $35.3K | 0.00% | +614+246.6% | Added |
| S.A. Mason LLC | 850 | $34.6K | 0.02% | +5+0.6% | Added |
| Smartleaf Asset Management LLC | 617 | $25.1K | 0.00% | +20+3.4% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 554 | $22.6K | 0.00% | +106+23.7% | Added |
| Wayfinding Financial, LLC | 533 | $21.0K | 0.01% | +533 | New |
| Park Square Financial Group, LLC | 466 | $19.0K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 435 | $17.7K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 414 | $16.9K | 0.00% | −63,727−99.4% | Reduced |
| N.E.W. Advisory Services LLC | 400 | $16.3K | 0.00% | +400 | New |
| Central Trust Co | 370 | $15.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 335 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 266 | $10.8K | 0.00% | +115+76.2% | Added |
| Caitong International Asset Management Co., Ltd | 265 | $10.8K | 0.01% | +265 | New |
| Missouri Trust & Investment Co | 260 | $10.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 250 | $10.2K | 0.00% | +250 | New |
| Contravisory Investment Management, Inc. | 225 | $9.17K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 195 | $7.95K | 0.00% | −28−12.6% | Reduced |
| Harbour Investments, Inc. | 162 | $6.61K | 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 |
| Bell Investment Advisors, Inc | 144 | $5.87K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $5.71K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $5.67K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 147 | $5.63K | 0.00% | +22+17.6% | Added |
| Hemington Wealth Management | 127 | $5.00K | 0.00% | +48+60.8% | Added |
| Private Wealth Management Group, LLC | 117 | $4.77K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 103 | $4.20K | 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 |
| Versant Capital Management, Inc | 98 | $4.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 92 | $3.75K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 89 | $3.63K | 0.00% | −1−1.1% | Reduced |
| CVA Family Office, LLC | 74 | $3.02K | 0.00% | 00.0% | Unchanged |