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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.

Institutional holdersQ2 2025: 364 institutions
Q1 2021: 285 institutionsQ2 2021: 266 institutionsQ3 2021: 249 institutionsQ4 2021: 261 institutionsQ1 2022: 261 institutionsQ2 2022: 259 institutionsQ3 2022: 279 institutionsQ4 2022: 312 institutionsQ1 2023: 319 institutionsQ2 2023: 339 institutionsQ3 2023: 309 institutionsQ4 2023: 322 institutionsQ1 2024: 316 institutionsQ2 2024: 311 institutionsQ3 2024: 295 institutionsQ4 2024: 328 institutionsQ1 2025: 321 institutionsQ2 2025: 364 institutionsQ3 2025: 371 institutionsQ4 2025: 383 institutionsQ1 2026: 400 institutionsQ2 2026: 391 institutions
Value heldQ2 2025: $2.90B
Q1 2021: $2.45BQ2 2021: $2.69BQ3 2021: $2.57BQ4 2021: $2.91BQ1 2022: $2.59BQ2 2022: $2.32BQ3 2022: $2.33BQ4 2022: $2.56BQ1 2023: $2.94BQ2 2023: $2.43BQ3 2023: $2.24BQ4 2023: $2.16BQ1 2024: $2.32BQ2 2024: $2.11BQ3 2024: $2.33BQ4 2024: $2.66BQ1 2025: $2.55BQ2 2025: $2.90BQ3 2025: $3.55BQ4 2025: $3.56BQ1 2026: $3.71BQ2 2026: $3.68B
Institutions holding FHI and their total value by quarter
QuarterHoldersValue
Q2 2026391$3.68B
Q1 2026400$3.71B
Q4 2025383$3.56B
Q3 2025371$3.55B
Q2 2025364$2.90B
Q1 2025321$2.55B
Q4 2024328$2.66B
Q3 2024295$2.33B
Q2 2024311$2.11B
Q1 2024316$2.32B
Q4 2023322$2.16B
Q3 2023309$2.24B
Q2 2023339$2.43B
Q1 2023319$2.94B
Q4 2022312$2.56B
Q3 2022279$2.33B
Q2 2022259$2.32B
Q1 2022261$2.59B
Q4 2021261$2.91B
Q3 2021249$2.57B
Q2 2021266$2.69B
Q1 2021285$2.45B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q1 2025.

Institutions holding FHI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC927$41.0K0.00%−191−17.1%Reduced
WealthCollab, LLC909$40.3K0.02%−90−9.0%Reduced
S.A. Mason LLC854$37.9K0.02%+4+0.5%Added
Hazlett, Burt & Watson, Inc.615$27.0K0.01%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.595$26.0K0.00%+595New
Smartleaf Asset Management LLC536$23.7K0.00%−81−13.1%Reduced
Fifth Third Bancorp524$23.2K0.00%−30−5.4%Reduced
Park Square Financial Group, LLC466$20.7K0.01%00.0%Unchanged
Farther Finance Advisors, LLC440$19.5K0.00%−423−49.0%Reduced
Vermillion Wealth Management, Inc.435$19.3K0.01%00.0%Unchanged
WFA of San Diego, LLC435$19.3K0.01%+435New
N.E.W. Advisory Services LLC400$17.7K0.00%00.0%Unchanged
Central Trust Co370$16.4K0.00%00.0%Unchanged
Allworth Financial LP357$15.8K0.00%+210+142.9%Added
Whittier Trust Co of Nevada Inc350$15.5K0.00%+350New
Parkside Financial Bank & Trust343$15.2K0.00%+77+28.9%Added
WPG Advisers, LLC336$14.9K0.01%+336New
CIBC Private Wealth Group, LLC335$14.8K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.304$13.0K0.00%+35+13.0%Added
CNB Bank256$11.3K0.01%+256New
MAI Capital Management255$11.3K0.00%+60+30.8%Added
Covestor Ltd257$11.0K0.01%−15−5.5%Reduced
Bessemer Group Inc225$10.0K0.00%+70+45.2%Added
Contravisory Investment Management, Inc.225$9.97K0.00%00.0%Unchanged
IFP Advisors, Inc0$9.88K0.00%−2−100.0%Reduced
Skopos Labs, Inc.212$9.40K0.00%+162+324.0%Added
Bell Investment Advisors, Inc187$8.29K0.00%+43+29.9%Added
Harbour Investments, Inc.162$7.18K0.00%00.0%Unchanged
Hemington Wealth Management161$7.00K0.00%+34+26.8%Added
Private Trust Co NA145$6.43K0.00%+145New
Hollencrest Capital Management140$6.21K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton139$6.16K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd141$6.00K0.00%00.0%Unchanged
IMG Wealth Management, Inc.126$5.58K0.00%+126New
Private Wealth Management Group, LLC117$5.19K0.00%00.0%Unchanged
Costello Asset Management, INC100$4.43K0.00%00.0%Unchanged
Versant Capital Management, Inc98$4.34K0.00%00.0%Unchanged
SBI Securities Co., Ltd.94$4.17K0.00%+2+2.2%Added
Clearstead Advisors, LLC90$3.99K0.00%+81+900.0%Added
Sound Income Strategies, LLC88$3.90K0.00%+88New
CVA Family Office, LLC74$3.28K0.00%00.0%Unchanged
Essential Partners LLC69$3.06K0.00%+69New
JFS Wealth Advisors, LLC68$3.01K0.00%−21−23.6%Reduced
Hantz Financial Services, Inc.71$3.00K0.00%+71New
Dogwood Wealth Management LLC63$2.87K0.00%+63New
Farmers & Merchants Investments Inc62$2.75K0.00%+2+3.3%Added
UMA Financial Services, Inc.61$2.70K0.00%+35+134.6%Added
Twin Peaks Wealth Advisors, LLC48$2.50K0.00%+48New
Hilltop National Bank50$2.22K0.00%+50New
Fortitude Family Office, LLC31$1.37K0.00%+31New
DiNuzzo Private Wealth, Inc.23$1.02K0.00%+1+4.5%Added
Kilter Group LLC18$7980.00%+18New
Hughes Financial Services, LLC13$6690.00%00.0%Unchanged
SJS Investment Consulting Inc.15$6650.00%−4−21.1%Reduced
Huntington National Bank9$3990.00%00.0%Unchanged
Massmutual Trust Co FSB9$3990.00%00.0%Unchanged
HFM Investment Advisors, LLC9$3990.00%+3+50.0%Added
Rialto Wealth Management, LLC6$2660.00%+6New
Garde Capital, Inc.5$2220.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$2220.00%+2+66.7%Added
Bay Harbor Wealth Management, LLC4$1770.00%00.0%Unchanged
True Wealth Design, LLC3$1330.00%+2+200.0%Added
Rise Advisors, LLC3$1120.00%00.0%Unchanged
Avion Wealth13$00.00%+13New
Corebridge Financial, Inc.0$00.00%−85,539−100.0%Sold out
Paralel Advisors LLC0$00.00%−69,508−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−67,800−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−64,800−100.0%Sold out
Trexquant Investment LP0$00.00%−48,708−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−45,695−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−40,314−100.0%Sold out
Villanova Investment Management Co LLC0$00.00%−9,369−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−21,430−100.0%Sold out
Quadrature Capital Ltd0$00.00%−18,451−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−9,404−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−8,000−100.0%Sold out
Hohimer Wealth Management, LLC0$00.00%−6,795−100.0%Sold out
United Services Automobile Association0$00.00%−5,395−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−5,323−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−5,146−100.0%Sold out
Abacus Planning Group, Inc.0$00.00%−5,108−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−2,951−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−1,664−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,451−100.0%Sold out
Wayfinding Financial, LLC0$00.00%−533−100.0%Sold out
NBC Securities, Inc.0$00.00%−285−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−265−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−260−100.0%Sold out
Park Place Capital Corp0$00.00%−250−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−103−100.0%Sold out
Strategic Investment Solutions, Inc.0$00.00%−100−100.0%Sold out
Amundi0$00.00%−24−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−21−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−11−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−6−100.0%Sold out
Greenline Partners, LLC0$00.00%−4−100.0%Sold out
Keeley-Teton Advisors, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed