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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 4,905 | $217.4K | 0.00% | +4,905 | New |
| Paragon Capital Management Ltd | 4,930 | $218.5K | 0.04% | +4,930 | New |
| Hardy Reed LLC | 5,004 | $221.8K | 0.02% | +14+0.3% | Added |
| TD Private Client Wealth LLC | 5,064 | $224.4K | 0.01% | +1,730+51.9% | Added |
| Sym Financial Corp | 5,364 | $237.7K | 0.03% | +108+2.1% | Added |
| Gilman Hill Asset Management, LLC | 5,494 | $243.5K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,746 | $254.7K | 0.01% | −144−2.4% | Reduced |
| RiverFront Investment Group, LLC | 5,818 | $257.9K | 0.01% | +5,818 | New |
| Gallacher Capital Management LLC | 6,025 | $267.0K | 0.12% | +502+9.1% | Added |
| EP Wealth Advisors, LLC | 6,203 | $274.9K | 0.00% | −68−1.1% | Reduced |
| Bayforest Capital Ltd | 6,267 | $277.8K | 0.12% | −6,985−52.7% | Reduced |
| Walleye Capital LLC | 6,303 | $279.3K | 0.00% | +6,303 | New |
| Pathstone Holdings, LLC | 6,591 | $292.1K | 0.00% | +110+1.7% | Added |
| NDVR, Inc. | 6,627 | $293.7K | 0.28% | +651+10.9% | Added |
| Sound View Wealth Advisors Group, LLC | 6,865 | $304.2K | 0.02% | −5,878−46.1% | Reduced |
| Ronald Blue Trust, Inc. | 6,977 | $309.2K | 0.00% | +1,663+31.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $310.2K | 0.11% | +500+7.7% | Added |
| Stifel Financial Corp | 7,072 | $313.5K | 0.00% | +7,072 | New |
| Mercer Global Advisors Inc | 7,169 | $317.7K | 0.00% | +7,169 | New |
| Bank of Montreal | 7,277 | $322.5K | 0.00% | −1,481−16.9% | Reduced |
| State of Wisconsin Investment Board | 7,287 | $323.0K | 0.00% | −586−7.4% | Reduced |
| Sanctuary Advisors, LLC | 7,331 | $324.9K | 0.00% | +7,331 | New |
| Virtus ETF Advisers LLC | 7,433 | $329.4K | 0.20% | 00.0% | Unchanged |
| State of Wyoming | 7,532 | $333.8K | 0.04% | +438+6.2% | Added |
| Federated Hermes, Inc. | 7,592 | $336.5K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,611 | $337.3K | 0.00% | +7,611 | New |
| Petrus Trust Company, LTA | 7,720 | $342.1K | 0.04% | +383+5.2% | Added |
| Quantinno Capital Management LP | 7,723 | $342.3K | 0.00% | +7,723 | New |
| Financial Advocates Investment Management | 7,754 | $343.6K | 0.03% | +7,754 | New |
| James Investment Research Inc | 7,896 | $350.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 8,026 | $355.7K | 0.01% | +1,026+14.7% | Added |
| Schonfeld Strategic Advisors LLC | 8,037 | $356.2K | 0.00% | −10,221−56.0% | Reduced |
| Advisors Preferred, LLC | 8,259 | $369.8K | 0.06% | +8,259 | New |
| Dynamic Technology Lab Private Ltd | 8,359 | $370.0K | 0.05% | +8,359 | New |
| Jain Global LLC | 8,382 | $371.5K | 0.01% | +8,382 | New |
| State of Alaska, Department of Revenue | 8,476 | $375.0K | 0.00% | −655−7.2% | Reduced |
| Public Employees Retirement Association of Colorado | 8,648 | $383.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,928 | $395.7K | 0.01% | +8,928 | New |
| Ieq Capital, LLC | 9,011 | $399.4K | 0.00% | +1,533+20.5% | Added |
| Diversified Trust Co | 9,036 | $400.5K | 0.01% | +229+2.6% | Added |
| MBM Wealth Consultants, LLC | 9,171 | $406.5K | 0.11% | +568+6.6% | Added |
| RHS Financial, LLC | 9,321 | $413.1K | 0.23% | +423+4.8% | Added |
| Kestra Private Wealth Services, LLC | 9,406 | $416.9K | 0.01% | +9,406 | New |
| Globeflex Capital L P | 9,700 | $429.9K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 9,786 | $433.7K | 0.02% | −600−5.8% | Reduced |
| Sciencast Management LP | 10,162 | $450.4K | 0.09% | +10,162 | New |
| Three Seasons Wealth, LLC | 10,187 | $451.5K | 0.05% | +10,187 | New |
| Wealthcare Advisory Partners LLC | 10,240 | $453.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 10,255 | $454.5K | 0.00% | +61+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,482 | $465.0K | 0.00% | +10,482 | New |
| National Bank of Canada | 10,519 | $466.0K | 0.00% | −353−3.2% | Reduced |
| Parallel Advisors, LLC | 10,564 | $468.2K | 0.01% | +2,477+30.6% | Added |
| First National Trust Co | 10,639 | $471.5K | 0.02% | −150−1.4% | Reduced |
| TD Asset Management Inc | 10,800 | $478.7K | 0.00% | +10,800 | New |
| Pictet Asset Management Holding SA | 11,104 | $492.1K | 0.00% | +133+1.2% | Added |
| Prudential Financial Inc | 11,744 | $496.5K | 0.00% | +547+4.9% | Added |
| Boxwood Ventures, Inc. | 11,613 | $514.7K | 0.67% | 00.0% | Unchanged |
| Capital City Trust Co | 11,957 | $529.9K | 0.14% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,054 | $534.3K | 0.02% | −5,000−29.3% | Reduced |
| Susquehanna International Group, LLP | 12,294 | $544.9K | 0.00% | +12,294 | New |
| ISAM Funds (UK) Ltd | 13,251 | $587.3K | 0.13% | +13,251 | New |
| Cim Investment Mangement Inc | 14,004 | $597.7K | 0.11% | +7,028+100.7% | Added |
| Diversify Advisory Services, LLC | 11,827 | $617.1K | 0.02% | +11,827 | New |
| Wiley Bros.-Aintree Capital, LLC | 14,373 | $637.5K | 0.00% | +14,373 | New |
| Fox Run Management, L.L.C. | 14,550 | $644.9K | 0.11% | +14,550 | New |
| Ameritas Investment Partners, Inc. | 14,651 | $649.3K | 0.02% | −956−6.1% | Reduced |
| Neuberger Berman Group LLC | 15,096 | $669.1K | 0.00% | +15,096 | New |
| Oregon Public Employees Retirement Fund | 15,472 | $685.7K | 0.01% | −400−2.5% | Reduced |
| Rodgers Brothers Inc. | 15,575 | $690.3K | 0.09% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,269 | $721.0K | 0.03% | +16,269 | New |
| Nisa Investment Advisors, LLC | 16,348 | $724.5K | 0.00% | −365−2.2% | Reduced |
| Legato Capital Management LLC | 16,583 | $735.0K | 0.09% | +763+4.8% | Added |
| Los Angeles Capital Management LLC | 16,691 | $739.7K | 0.00% | +2,480+17.5% | Added |
| Advisor Group Holdings, Inc. | 16,817 | $745.3K | 0.00% | +15,753+1,480.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,847 | $746.7K | 0.01% | −478−2.8% | Reduced |
| Sequoia Financial Advisors, LLC | 16,877 | $748.0K | 0.01% | +16,877 | New |
| Readystate Asset Management LP | 17,242 | $764.2K | 0.03% | +17,242 | New |
| New Mexico Educational Retirement Board | 17,300 | $767.0K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 17,675 | $783.4K | 0.50% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 17,730 | $785.8K | 0.56% | +239+1.4% | Added |
| State of Michigan Retirement System | 18,176 | $805.6K | 0.00% | −500−2.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,777 | $832.2K | 0.05% | +18,777 | New |
| Horizon Kinetics Asset Management LLC | 18,854 | $835.6K | 0.01% | −4,008−17.5% | Reduced |
| Cetera Investment Advisers | 19,337 | $857.0K | 0.00% | +11,275+139.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,387 | $859.2K | 0.00% | +761+4.1% | Added |
| Vident Advisory, LLC | 19,911 | $882.5K | 0.01% | −7,603−27.6% | Reduced |
| Congress Wealth Management LLC | 19,912 | $882.5K | 0.01% | +12,744+177.8% | Added |
| CWM Advisors, LLC | 20,202 | $895.4K | 0.10% | +20,202 | New |
| Novem Group | 20,480 | $907.7K | 0.12% | +20,480 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,712 | $918.0K | 0.00% | +15+0.1% | Added |
| Exchange Traded Concepts, LLC | 20,712 | $918.0K | 0.01% | +396+1.9% | Added |
| Jupiter Asset Management Ltd | 20,868 | $924.9K | 0.01% | +20,868 | New |
| Graham Capital Management, L.P. | 20,922 | $927.3K | 0.03% | +20,922 | New |
| Louisiana State Employees Retirement System | 21,200 | $939.6K | 0.02% | −600−2.8% | Reduced |
| Creative Planning | 21,339 | $945.7K | 0.00% | −642−2.9% | Reduced |
| Handelsbanken Fonder AB | 21,353 | $946.0K | 0.00% | −300−1.4% | Reduced |
| SG Americas Securities, LLC | 21,613 | $958.0K | 0.00% | +11,781+119.8% | Added |
| Integrated Quantitative Investments LLC | 21,866 | $969.1K | 0.28% | +21,866 | New |
| Arizona State Retirement System | 22,474 | $996.0K | 0.01% | +182+0.8% | Added |
| Ensign Peak Advisors, Inc | 22,686 | $1.01M | 0.00% | 00.0% | Unchanged |