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, Q2 2025
Institutional positions in Federated Hermes, Inc. as of Jun 30, 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
- 364
- +46 vs. Q1 2025
- Shares held
- 65.4M
- +3.12M (+5.0%) vs. Q1 2025
- Total value
- $2.90B
- +$359.2M (+14.1%) vs. Q1 2025
- New holders
- 78
- 126 more added
- Sold out
- 32
- 115 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Rise Advisors, LLC | 3 | $112 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $133 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $177 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $222 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $222 | 0.00% | +2+66.7% | Added |
| Rialto Wealth Management, LLC | 6 | $266 | 0.00% | +6 | New |
| Huntington National Bank | 9 | $399 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $399 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $399 | 0.00% | +3+50.0% | Added |
| SJS Investment Consulting Inc. | 15 | $665 | 0.00% | −4−21.1% | Reduced |
| Hughes Financial Services, LLC | 13 | $669 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $798 | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.02K | 0.00% | +1+4.5% | Added |
| Fortitude Family Office, LLC | 31 | $1.37K | 0.00% | +31 | New |
| Hilltop National Bank | 50 | $2.22K | 0.00% | +50 | New |
| Twin Peaks Wealth Advisors, LLC | 48 | $2.50K | 0.00% | +48 | New |
| UMA Financial Services, Inc. | 61 | $2.70K | 0.00% | +35+134.6% | Added |
| Farmers & Merchants Investments Inc | 62 | $2.75K | 0.00% | +2+3.3% | Added |
| Dogwood Wealth Management LLC | 63 | $2.87K | 0.00% | +63 | New |
| Hantz Financial Services, Inc. | 71 | $3.00K | 0.00% | +71 | New |
| JFS Wealth Advisors, LLC | 68 | $3.01K | 0.00% | −21−23.6% | Reduced |
| Essential Partners LLC | 69 | $3.06K | 0.00% | +69 | New |
| CVA Family Office, LLC | 74 | $3.28K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 88 | $3.90K | 0.00% | +88 | New |
| Clearstead Advisors, LLC | 90 | $3.99K | 0.00% | +81+900.0% | Added |
| SBI Securities Co., Ltd. | 94 | $4.17K | 0.00% | +2+2.2% | Added |
| Versant Capital Management, Inc | 98 | $4.34K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 117 | $5.19K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 126 | $5.58K | 0.00% | +126 | New |
| Harvest Fund Management Co., Ltd | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $6.16K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $6.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $6.43K | 0.00% | +145 | New |
| Hemington Wealth Management | 161 | $7.00K | 0.00% | +34+26.8% | Added |
| Harbour Investments, Inc. | 162 | $7.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 187 | $8.29K | 0.00% | +43+29.9% | Added |
| Skopos Labs, Inc. | 212 | $9.40K | 0.00% | +162+324.0% | Added |
| IFP Advisors, Inc | 0 | $9.88K | 0.00% | −2−100.0% | Reduced |
| Contravisory Investment Management, Inc. | 225 | $9.97K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 225 | $10.0K | 0.00% | +70+45.2% | Added |
| Covestor Ltd | 257 | $11.0K | 0.01% | −15−5.5% | Reduced |
| MAI Capital Management | 255 | $11.3K | 0.00% | +60+30.8% | Added |
| CNB Bank | 256 | $11.3K | 0.01% | +256 | New |
| Harbor Capital Advisors, Inc. | 304 | $13.0K | 0.00% | +35+13.0% | Added |
| CIBC Private Wealth Group, LLC | 335 | $14.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 336 | $14.9K | 0.01% | +336 | New |
| Parkside Financial Bank & Trust | 343 | $15.2K | 0.00% | +77+28.9% | Added |
| Whittier Trust Co of Nevada Inc | 350 | $15.5K | 0.00% | +350 | New |
| Allworth Financial LP | 357 | $15.8K | 0.00% | +210+142.9% | Added |
| Central Trust Co | 370 | $16.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 400 | $17.7K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 435 | $19.3K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 435 | $19.3K | 0.01% | +435 | New |
| Farther Finance Advisors, LLC | 440 | $19.5K | 0.00% | −423−49.0% | Reduced |
| Park Square Financial Group, LLC | 466 | $20.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 524 | $23.2K | 0.00% | −30−5.4% | Reduced |
| Smartleaf Asset Management LLC | 536 | $23.7K | 0.00% | −81−13.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 595 | $26.0K | 0.00% | +595 | New |
| Hazlett, Burt & Watson, Inc. | 615 | $27.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 854 | $37.9K | 0.02% | +4+0.5% | Added |
| WealthCollab, LLC | 909 | $40.3K | 0.02% | −90−9.0% | Reduced |
| Simplex Trading, LLC | 927 | $41.0K | 0.00% | −191−17.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 952 | $42.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,004 | $44.5K | 0.00% | +1,004 | New |
| Mount Yale Investment Advisors, LLC | 1,034 | $45.8K | 0.00% | +1,034 | New |
| Van Eck Associates Corp | 1,162 | $51.0K | 0.00% | −39−3.2% | Reduced |
| Quarry LP | 1,210 | $53.6K | 0.01% | +1,210 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,257 | $56.0K | 0.00% | +1,257 | New |
| City State Bank | 1,280 | $56.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,470 | $65.2K | 0.00% | −81−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,567 | $69.4K | 0.00% | +679+76.5% | Added |
| Headlands Technologies LLC | 1,706 | $75.6K | 0.01% | +1,706 | New |
| C M Bidwell & Associates Ltd | 1,730 | $76.7K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,759 | $78.0K | 0.00% | −1,664−48.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,874 | $83.1K | 0.00% | −2,261−54.7% | Reduced |
| Umb Bank N A | 2,148 | $95.2K | 0.00% | +83+4.0% | Added |
| GAMMA Investing LLC | 2,283 | $101.2K | 0.01% | +401+21.3% | Added |
| Global Retirement Partners, LLC | 2,347 | $104.0K | 0.00% | +2,347 | New |
| Kestra Investment Management, LLC | 2,500 | $106.4K | 0.00% | +1,250+100.0% | Added |
| Cape Investment Advisory, Inc. | 2,625 | $116.3K | 0.04% | −580−18.1% | Reduced |
| Assetmark, Inc | 2,970 | $131.6K | 0.00% | +2,970 | New |
| Bryn Mawr Trust Co | 3,116 | $138.1K | 0.00% | +51+1.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,301 | $146.3K | 0.01% | +3,301 | New |
| DekaBank Deutsche Girozentrale | 3,693 | $162.0K | 0.00% | +3,693 | New |
| Pacer Advisors, Inc. | 3,766 | $166.9K | 0.00% | −8,134−68.4% | Reduced |
| New Age Alpha Advisors, LLC | 4,041 | $179.1K | 0.01% | −347−7.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,231 | $187.5K | 0.00% | −1,300−23.5% | Reduced |
| Signaturefd, LLC | 4,422 | $196.0K | 0.00% | +68+1.6% | Added |
| Mariner, LLC | 4,600 | $203.9K | 0.00% | −461−9.1% | Reduced |
| Atria Wealth Solutions, Inc. | 4,634 | $205.4K | 0.00% | +4,634 | New |
| CWM, LLC | 4,650 | $206.0K | 0.00% | +1,129+32.1% | Added |
| Virtu Financial LLC | 4,681 | $207.0K | 0.01% | +4,681 | New |
| Private Advisor Group, LLC | 4,721 | $209.2K | 0.00% | +4,721 | New |
| Vision Financial Markets LLC | 4,818 | $213.5K | 0.20% | 00.0% | Unchanged |
| Xponance, Inc. | 4,825 | $213.8K | 0.00% | −462−8.7% | Reduced |
| Keebeck Alpha, LP | 4,883 | $216.4K | 0.35% | +4,883 | New |
| Jones Financial Companies LLLP | 4,894 | $216.5K | 0.00% | +1,951+66.3% | Added |
| Prelude Capital Management, LLC | 4,895 | $216.9K | 0.02% | −297−5.7% | Reduced |