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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Federated Hermes, Inc. as of Sep 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
- 371
- +11 vs. Q2 2025
- Shares held
- 68.3M
- +2.90M (+4.4%) vs. Q2 2025
- Total value
- $3.55B
- +$647.9M (+22.4%) vs. Q2 2025
- New holders
- 53
- 115 more added
- Sold out
- 42
- 140 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 390 | $3.67B |
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,475,049 | $440.1M | 0.01% | −32,353−0.4% | Reduced |
| BlackRock, Inc. | 5,608,281 | $291.2M | 0.01% | −103,087−1.8% | Reduced |
| FMR LLC | 4,945,024 | $256.8M | 0.01% | −592,428−10.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,019,712 | $156.8M | 0.03% | −68,597−2.2% | Reduced |
| AQR Capital Management LLC | 2,986,172 | $155.1M | 0.10% | +7,287+0.2% | Added |
| Invesco Ltd. | 2,939,908 | $152.7M | 0.02% | +670,643+29.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,817,754 | $146.3M | 0.50% | −510.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,657,263 | $138.0M | 16.37% | +2,577,442+3,229.0% | Added |
| LSV Asset Management | 2,401,001 | $124.7M | 0.28% | +434,859+22.1% | Added |
| Dimensional Fund Advisors LP | 2,307,276 | $119.8M | 0.03% | −6,900−0.3% | Reduced |
| State Street Corp | 1,849,697 | $96.1M | 0.00% | −44,013−2.3% | Reduced |
| Geode Capital Management, LLC | 1,335,868 | $69.4M | 0.00% | −20,426−1.5% | Reduced |
| Allianz Asset Management GmbH | 1,008,221 | $52.4M | 0.06% | +167,225+19.9% | Added |
| Morgan Stanley | 925,870 | $48.1M | 0.00% | +146,003+18.7% | Added |
| UBS Group AG | 909,616 | $47.2M | 0.01% | −440,579−32.6% | Reduced |
| Bank of New York Mellon Corp | 810,573 | $42.1M | 0.01% | −179,381−18.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 804,383 | $41.8M | 0.03% | −48,211−5.7% | Reduced |
| Victory Capital Management Inc | 779,492 | $40.5M | 0.03% | +748,439+2,410.2% | Added |
| Qube Research & Technologies Ltd | 778,946 | $40.5M | 0.06% | +171,442+28.2% | Added |
| Alliancebernstein L.P. | 632,122 | $32.8M | 0.01% | −205,156−24.5% | Reduced |
| Bank of America Corp | 605,809 | $31.5M | 0.00% | +6,975+1.2% | Added |
| Goldman Sachs Group Inc | 602,196 | $31.3M | 0.00% | −15,828−2.6% | Reduced |
| First Trust Advisors LP | 545,502 | $28.3M | 0.02% | +395,081+262.7% | Added |
| Renaissance Technologies LLC | 538,351 | $28.0M | 0.04% | +170,651+46.4% | Added |
| Jupiter Asset Management Ltd | 527,368 | $27.4M | 0.24% | +506,500+2,427.2% | Added |
| Two Sigma Investments, LP | 514,532 | $26.7M | 0.04% | −129,527−20.1% | Reduced |
| Ameriprise Financial Inc | 508,329 | $26.4M | 0.01% | −64,409−11.2% | Reduced |
| Sprott Inc. | 507,225 | $26.3M | 0.99% | −36,950−6.8% | Reduced |
| Northern Trust Corp | 473,873 | $24.6M | 0.00% | −34,224−6.7% | Reduced |
| Man Group plc | 456,463 | $23.7M | 0.05% | +92,840+25.5% | Added |
| HighTower Advisors, LLC | 430,240 | $22.3M | 0.03% | −5,581−1.3% | Reduced |
| Two Sigma Advisers, LP | 428,600 | $22.3M | 0.04% | −180,800−29.7% | Reduced |
| Commonwealth Equity Services, LLC | 422,247 | $21.9M | 0.03% | −72,399−14.6% | Reduced |
| Millennium Management LLC | 411,843 | $21.4M | 0.02% | −532,775−56.4% | Reduced |
| Foundation Resource Management Inc | 396,828 | $20.6M | 2.96% | −1,685−0.4% | Reduced |
| Citadel Advisors LLC | 326,545 | $17.0M | 0.01% | −132,197−28.8% | Reduced |
| Vestcor Inc | 326,523 | $17.0M | 0.51% | +129,586+65.8% | Added |
| Voloridge Investment Management, LLC | 318,032 | $16.5M | 0.06% | −99,134−23.8% | Reduced |
| UBS Asset Management Americas Inc | 316,067 | $16.4M | 0.00% | +15,528+5.2% | Added |
| Royce & Associates LP | 311,395 | $16.2M | 0.16% | −88,162−22.1% | Reduced |
| Alps Advisors Inc | 293,844 | $15.3M | 0.08% | +157,462+115.5% | Added |
| Janney Montgomery Scott LLC | 280,549 | $14.6M | 0.03% | +280,549 | New |
| Bridgewater Associates, LP | 279,126 | $14.5M | 0.06% | +119,755+75.1% | Added |
| AXA Investment Managers S.A. | 257,150 | $13.4M | 0.04% | +257,150 | New |
| Cambria Investment Management, L.P. | 254,835 | $13.2M | 0.80% | −18,050−6.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 241,413 | $12.5M | 0.04% | −65,684−21.4% | Reduced |
| Schroder Investment Management Group | 241,152 | $12.5M | 0.01% | −13,207−5.2% | Reduced |
| JPMorgan Chase & Co | 218,741 | $11.4M | 0.00% | −43,052−16.4% | Reduced |
| Barclays PLC | 213,504 | $11.1M | 0.00% | +162,609+319.5% | Added |
| Robeco Institutional Asset Management B.V. | 208,131 | $10.8M | 0.02% | +133,081+177.3% | Added |
| Jacobs Levy Equity Management, Inc | 202,690 | $10.5M | 0.04% | −52,065−20.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 181,488 | $9.42M | 0.02% | −28,095−13.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 165,367 | $8.59M | 0.02% | −33,064−16.7% | Reduced |
| Principal Financial Group Inc | 161,439 | $8.38M | 0.00% | −6,500−3.9% | Reduced |
| Factorial Partners, LLC | 159,239 | $8.27M | 5.69% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 148,679 | $7.72M | 0.05% | −5,520−3.6% | Reduced |
| ExodusPoint Capital Management, LP | 147,851 | $7.68M | 0.11% | −86,444−36.9% | Reduced |
| Swiss National Bank | 145,717 | $7.57M | 0.00% | −1,400−1.0% | Reduced |
| Teacher Retirement System of Texas | 138,882 | $7.21M | 0.03% | −13,059−8.6% | Reduced |
| Burney Co | 135,132 | $7.02M | 0.22% | +14,253+11.8% | Added |
| Rhumbline Advisers | 131,790 | $6.84M | 0.01% | −2,912−2.2% | Reduced |
| Legal & General Group Plc | 129,387 | $6.72M | 0.00% | −2,501−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 129,169 | $6.71M | 0.04% | +15,699+13.8% | Added |
| BancorpSouth Bank | 128,022 | $6.65M | 0.40% | +360.0% | Added |
| Clark Capital Management Group, Inc. | 126,707 | $6.58M | 0.04% | +126,707 | New |
| Continental Advisors LLC | 126,359 | $6.56M | 4.43% | −51,500−29.0% | Reduced |
| Interval Partners, LP | 125,418 | $6.51M | 0.14% | −76,275−37.8% | Reduced |
| Winton Group Ltd | 120,913 | $6.28M | 0.24% | +120,913 | New |
| LPL Financial LLC | 118,679 | $6.16M | 0.00% | +13,637+13.0% | Added |
| Ruffer LLP | 116,781 | $6.06M | 0.34% | +116,781 | New |
| CIBC World Markets Inc. | 115,930 | $6.02M | 0.01% | +331+0.3% | Added |
| Gamco Investors, Inc. Et Al | 103,892 | $5.40M | 0.05% | −680−0.7% | Reduced |
| New York State Teachers Retirement System | 101,206 | $5.26M | 0.01% | −8,181−7.5% | Reduced |
| Country Club Bank | 100,538 | $5.22M | 0.31% | −45,993−31.4% | Reduced |
| Gabelli Funds LLC | 96,393 | $5.01M | 0.03% | −100−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 95,094 | $4.94M | 0.82% | −14,760−13.4% | Reduced |
| Panagora Asset Management Inc | 91,516 | $4.75M | 0.02% | +408+0.4% | Added |
| Retirement Systems of Alabama | 89,367 | $4.64M | 0.02% | −2,860−3.1% | Reduced |
| Assenagon Asset Management S.A. | 85,038 | $4.42M | 0.01% | −5,630−6.2% | Reduced |
| Russell Investments Group, Ltd. | 84,176 | $4.37M | 0.00% | −2,720−3.1% | Reduced |
| Lazard Asset Management LLC | 84,131 | $4.37M | 0.01% | +28,444+51.1% | Added |
| Seizert Capital Partners, LLC | 82,524 | $4.29M | 0.19% | +26,459+47.2% | Added |
| CI Private Wealth, LLC | 81,961 | $4.26M | 0.01% | +9,649+13.3% | Added |
| Royal Bank of Canada | 77,803 | $4.04M | 0.00% | −8,790−10.2% | Reduced |
| Acadian Asset Management LLC | 76,119 | $3.95M | 0.01% | +28,530+60.0% | Added |
| Capital Fund Management S.A. | 75,819 | $3.94M | 0.04% | +35,467+87.9% | Added |
| Vident Advisory, LLC | 74,667 | $3.88M | 0.04% | +54,756+275.0% | Added |
| Kendall Capital Management | 74,655 | $3.88M | 0.87% | +5,555+8.0% | Added |
| Ritholtz Wealth Management | 73,097 | $3.80M | 0.07% | +16,888+30.0% | Added |
| Congress Asset Management Co | 70,246 | $3.65M | 0.02% | +630+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 68,934 | $3.58M | 0.01% | +272+0.4% | Added |
| California State Teachers Retirement System | 67,608 | $3.51M | 0.00% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 67,596 | $3.51M | 1.38% | −100−0.1% | Reduced |
| Jane Street Group, LLC | 66,706 | $3.46M | 0.00% | −83,257−55.5% | Reduced |
| Quest Partners LLC | 66,373 | $3.45M | 0.23% | +27,266+69.7% | Added |
| Inlet Private Wealth, LLC | 64,850 | $3.37M | 0.76% | −1,000−1.5% | Reduced |
| Hourglass Capital, LLC | 63,218 | $3.28M | 0.74% | −76,857−54.9% | Reduced |
| Thrivent Financial for Lutherans | 63,135 | $3.28M | 0.01% | −59,393−48.5% | Reduced |
| SEI Investments Co | 58,833 | $3.06M | 0.00% | +26,291+80.8% | Added |
| Virginia Retirement Systems Et Al | 57,300 | $2.98M | 0.02% | 00.0% | Unchanged |