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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 14,373 | $637.5K | 0.00% | +14,373 | New |
| Diversify Advisory Services, LLC | 11,827 | $617.1K | 0.02% | +11,827 | New |
| Cim Investment Mangement Inc | 14,004 | $597.7K | 0.11% | +7,028+100.7% | Added |
| ISAM Funds (UK) Ltd | 13,251 | $587.3K | 0.13% | +13,251 | New |
| Susquehanna International Group, LLP | 12,294 | $544.9K | 0.00% | +12,294 | New |
| Staley Capital Advisers Inc | 12,054 | $534.3K | 0.02% | −5,000−29.3% | Reduced |
| Capital City Trust Co | 11,957 | $529.9K | 0.14% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 11,613 | $514.7K | 0.67% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,744 | $496.5K | 0.00% | +547+4.9% | Added |
| Pictet Asset Management Holding SA | 11,104 | $492.1K | 0.00% | +133+1.2% | Added |
| TD Asset Management Inc | 10,800 | $478.7K | 0.00% | +10,800 | New |
| First National Trust Co | 10,639 | $471.5K | 0.02% | −150−1.4% | Reduced |
| Parallel Advisors, LLC | 10,564 | $468.2K | 0.01% | +2,477+30.6% | Added |
| National Bank of Canada | 10,519 | $466.0K | 0.00% | −353−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,482 | $465.0K | 0.00% | +10,482 | New |
| US Bancorp | 10,255 | $454.5K | 0.00% | +61+0.6% | Added |
| Wealthcare Advisory Partners LLC | 10,240 | $453.8K | 0.01% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 10,187 | $451.5K | 0.05% | +10,187 | New |
| Sciencast Management LP | 10,162 | $450.4K | 0.09% | +10,162 | New |
| Lowe Brockenbrough & Co Inc | 9,786 | $433.7K | 0.02% | −600−5.8% | Reduced |
| Globeflex Capital L P | 9,700 | $429.9K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 9,406 | $416.9K | 0.01% | +9,406 | New |
| RHS Financial, LLC | 9,321 | $413.1K | 0.23% | +423+4.8% | Added |
| MBM Wealth Consultants, LLC | 9,171 | $406.5K | 0.11% | +568+6.6% | Added |
| Diversified Trust Co | 9,036 | $400.5K | 0.01% | +229+2.6% | Added |
| Ieq Capital, LLC | 9,011 | $399.4K | 0.00% | +1,533+20.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,928 | $395.7K | 0.01% | +8,928 | New |
| Public Employees Retirement Association of Colorado | 8,648 | $383.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,476 | $375.0K | 0.00% | −655−7.2% | Reduced |
| Jain Global LLC | 8,382 | $371.5K | 0.01% | +8,382 | New |
| Dynamic Technology Lab Private Ltd | 8,359 | $370.0K | 0.05% | +8,359 | New |
| Advisors Preferred, LLC | 8,259 | $369.8K | 0.06% | +8,259 | New |
| Schonfeld Strategic Advisors LLC | 8,037 | $356.2K | 0.00% | −10,221−56.0% | Reduced |
| Avantax Planning Partners, Inc. | 8,026 | $355.7K | 0.01% | +1,026+14.7% | Added |
| James Investment Research Inc | 7,896 | $350.0K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,754 | $343.6K | 0.03% | +7,754 | New |
| Quantinno Capital Management LP | 7,723 | $342.3K | 0.00% | +7,723 | New |
| Petrus Trust Company, LTA | 7,720 | $342.1K | 0.04% | +383+5.2% | Added |
| Intech Investment Management LLC | 7,611 | $337.3K | 0.00% | +7,611 | New |
| Federated Hermes, Inc. | 7,592 | $336.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 7,532 | $333.8K | 0.04% | +438+6.2% | Added |
| Virtus ETF Advisers LLC | 7,433 | $329.4K | 0.20% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 7,331 | $324.9K | 0.00% | +7,331 | New |
| State of Wisconsin Investment Board | 7,287 | $323.0K | 0.00% | −586−7.4% | Reduced |
| Bank of Montreal | 7,277 | $322.5K | 0.00% | −1,481−16.9% | Reduced |
| Mercer Global Advisors Inc | 7,169 | $317.7K | 0.00% | +7,169 | New |
| Stifel Financial Corp | 7,072 | $313.5K | 0.00% | +7,072 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $310.2K | 0.11% | +500+7.7% | Added |
| Ronald Blue Trust, Inc. | 6,977 | $309.2K | 0.00% | +1,663+31.3% | Added |
| Sound View Wealth Advisors Group, LLC | 6,865 | $304.2K | 0.02% | −5,878−46.1% | Reduced |
| NDVR, Inc. | 6,627 | $293.7K | 0.28% | +651+10.9% | Added |
| Pathstone Holdings, LLC | 6,591 | $292.1K | 0.00% | +110+1.7% | Added |
| Walleye Capital LLC | 6,303 | $279.3K | 0.00% | +6,303 | New |
| Bayforest Capital Ltd | 6,267 | $277.8K | 0.12% | −6,985−52.7% | Reduced |
| EP Wealth Advisors, LLC | 6,203 | $274.9K | 0.00% | −68−1.1% | Reduced |
| Gallacher Capital Management LLC | 6,025 | $267.0K | 0.12% | +502+9.1% | Added |
| RiverFront Investment Group, LLC | 5,818 | $257.9K | 0.01% | +5,818 | New |
| Securian Asset Management, Inc | 5,746 | $254.7K | 0.01% | −144−2.4% | Reduced |
| Gilman Hill Asset Management, LLC | 5,494 | $243.5K | 0.04% | 00.0% | Unchanged |
| Sym Financial Corp | 5,364 | $237.7K | 0.03% | +108+2.1% | Added |
| TD Private Client Wealth LLC | 5,064 | $224.4K | 0.01% | +1,730+51.9% | Added |
| Hardy Reed LLC | 5,004 | $221.8K | 0.02% | +14+0.3% | Added |
| Paragon Capital Management Ltd | 4,930 | $218.5K | 0.04% | +4,930 | New |
| Crossmark Global Holdings, Inc. | 4,905 | $217.4K | 0.00% | +4,905 | New |
| Prelude Capital Management, LLC | 4,895 | $216.9K | 0.02% | −297−5.7% | Reduced |
| Jones Financial Companies LLLP | 4,894 | $216.5K | 0.00% | +1,951+66.3% | Added |
| Keebeck Alpha, LP | 4,883 | $216.4K | 0.35% | +4,883 | New |
| Xponance, Inc. | 4,825 | $213.8K | 0.00% | −462−8.7% | Reduced |
| Vision Financial Markets LLC | 4,818 | $213.5K | 0.20% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,721 | $209.2K | 0.00% | +4,721 | New |
| Virtu Financial LLC | 4,681 | $207.0K | 0.01% | +4,681 | New |
| CWM, LLC | 4,650 | $206.0K | 0.00% | +1,129+32.1% | Added |
| Atria Wealth Solutions, Inc. | 4,634 | $205.4K | 0.00% | +4,634 | New |
| Mariner, LLC | 4,600 | $203.9K | 0.00% | −461−9.1% | Reduced |
| Signaturefd, LLC | 4,422 | $196.0K | 0.00% | +68+1.6% | Added |
| Cullen/Frost Bankers, Inc. | 4,231 | $187.5K | 0.00% | −1,300−23.5% | Reduced |
| New Age Alpha Advisors, LLC | 4,041 | $179.1K | 0.01% | −347−7.9% | Reduced |
| Pacer Advisors, Inc. | 3,766 | $166.9K | 0.00% | −8,134−68.4% | Reduced |
| DekaBank Deutsche Girozentrale | 3,693 | $162.0K | 0.00% | +3,693 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,301 | $146.3K | 0.01% | +3,301 | New |
| Bryn Mawr Trust Co | 3,116 | $138.1K | 0.00% | +51+1.7% | Added |
| Assetmark, Inc | 2,970 | $131.6K | 0.00% | +2,970 | New |
| Cape Investment Advisory, Inc. | 2,625 | $116.3K | 0.04% | −580−18.1% | Reduced |
| Kestra Investment Management, LLC | 2,500 | $106.4K | 0.00% | +1,250+100.0% | Added |
| Global Retirement Partners, LLC | 2,347 | $104.0K | 0.00% | +2,347 | New |
| GAMMA Investing LLC | 2,283 | $101.2K | 0.01% | +401+21.3% | Added |
| Umb Bank N A | 2,148 | $95.2K | 0.00% | +83+4.0% | Added |
| Tower Research Capital LLC (TRC) | 1,874 | $83.1K | 0.00% | −2,261−54.7% | Reduced |
| KBC Group NV | 1,759 | $78.0K | 0.00% | −1,664−48.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,730 | $76.7K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,706 | $75.6K | 0.01% | +1,706 | New |
| EverSource Wealth Advisors, LLC | 1,567 | $69.4K | 0.00% | +679+76.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,470 | $65.2K | 0.00% | −81−5.2% | Reduced |
| City State Bank | 1,280 | $56.7K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,257 | $56.0K | 0.00% | +1,257 | New |
| Quarry LP | 1,210 | $53.6K | 0.01% | +1,210 | New |
| Van Eck Associates Corp | 1,162 | $51.0K | 0.00% | −39−3.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,034 | $45.8K | 0.00% | +1,034 | New |
| AdvisorNet Financial, Inc | 1,004 | $44.5K | 0.00% | +1,004 | New |
| Steward Partners Investment Advisory, LLC | 952 | $42.2K | 0.00% | 00.0% | Unchanged |