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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 4 | $0 | 0.00% | −1,158−99.7% | Reduced |
| True Wealth Design, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $363 | 0.00% | +3+75.0% | Added |
| Rialto Wealth Management, LLC | 8 | $416 | 0.00% | +2+33.3% | Added |
| Huntington National Bank | 9 | $467 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $467 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $467 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $646 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $651 | 0.00% | +10+333.3% | Added |
| Bear Mountain Capital, Inc. | 13 | $671 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 13 | $675 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 15 | $779 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $935 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | +11+84.6% | Added |
| Cloud Capital Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Quent Capital, LLC | 20 | $1.04K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.27K | 0.00% | +1+4.3% | Added |
| Marquette Asset Management, LLC | 34 | $1.77K | 0.00% | +34 | New |
| Navigoe, LLC | 57 | $2.00K | 0.00% | +57 | New |
| Sunbelt Securities, Inc. | 43 | $2.23K | 0.00% | +43 | New |
| Fortitude Family Office, LLC | 44 | $2.29K | 0.00% | +13+41.9% | Added |
| Hilltop National Bank | 50 | $2.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 62 | $3.22K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 63 | $3.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $3.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 74 | $3.84K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 79 | $4.10K | 0.00% | +79 | Added |
| Clearstead Advisors, LLC | 90 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $4.83K | 0.00% | −94−50.3% | Reduced |
| Versant Capital Management, Inc | 98 | $5.09K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 98 | $5.09K | 0.00% | +4+4.3% | Added |
| Costello Asset Management, INC | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 117 | $6.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 119 | $6.18K | 0.00% | +58+95.1% | Added |
| IMG Wealth Management, Inc. | 126 | $6.54K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 141 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 133 | $7.00K | 0.00% | +62+87.3% | Added |
| Rosenberg Matthew Hamilton | 139 | $7.22K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $7.27K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $7.53K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $8.41K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 163 | $8.46K | 0.00% | +94+136.2% | Added |
| Covestor Ltd | 179 | $9.00K | 0.00% | −78−30.4% | Reduced |
| Hemington Wealth Management | 187 | $9.00K | 0.00% | +26+16.1% | Added |
| Atlantic Trust, LLC | 175 | $9.09K | 0.00% | +175 | New |
| Caldwell Sutter Capital, Inc. | 200 | $10.4K | 0.00% | +200 | New |
| Contravisory Investment Management, Inc. | 225 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 241 | $12.5K | 0.00% | +241 | New |
| Caitong International Asset Management Co., Ltd | 269 | $14.0K | 0.01% | +269 | New |
| Root Financial Partners, LLC | 299 | $15.5K | 0.00% | +299 | New |
| Richardson Financial Services Inc. | 302 | $15.7K | 0.01% | +302 | New |
| CIBC Private Wealth Group, LLC | 335 | $17.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 345 | $17.9K | 0.00% | +2+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 350 | $18.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 354 | $18.4K | 0.00% | −856−70.7% | Reduced |
| Central Trust Co | 370 | $19.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $20.8K | 0.00% | +43+12.0% | Added |
| N.E.W. Advisory Services LLC | 400 | $20.8K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 435 | $22.6K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 435 | $22.6K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 447 | $23.2K | 0.02% | +111+33.0% | Added |
| MAI Capital Management | 476 | $24.7K | 0.00% | +221+86.7% | Added |
| Principal Securities, Inc. | 477 | $24.8K | 0.00% | +477 | New |
| Daiwa Securities Group Inc. | 519 | $27.0K | 0.00% | +519 | New |
| Smartleaf Asset Management LLC | 536 | $27.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 556 | $28.9K | 0.00% | +32+6.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 595 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 615 | $32.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 753 | $39.1K | 0.00% | −5,550−88.1% | Reduced |
| Assetmark, Inc | 797 | $41.4K | 0.00% | −2,173−73.2% | Reduced |
| Rockefeller Capital Management L.P. | 802 | $41.7K | 0.00% | +802 | New |
| Farther Finance Advisors, LLC | 870 | $45.2K | 0.00% | +430+97.7% | Added |
| WealthCollab, LLC | 909 | $47.2K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,004 | $52.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,009 | $52.4K | 0.00% | +57+6.0% | Added |
| City State Bank | 1,080 | $56.1K | 0.02% | −200−15.6% | Reduced |
| Quadrant Capital Group LLC | 1,179 | $61.2K | 0.00% | +1,179 | New |
| Wealthspire Advisors, LLC | 1,190 | $61.8K | 0.00% | +1,190 | New |
| Aster Capital Management (DIFC) Ltd | 1,442 | $74.9K | 0.04% | +1,442 | New |
| Northwestern Mutual Wealth Management Co | 1,588 | $82.5K | 0.00% | +118+8.0% | Added |
| C M Bidwell & Associates Ltd | 1,724 | $89.5K | 0.04% | −6−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,753 | $91.0K | 0.00% | +186+11.9% | Added |
| Tower Research Capital LLC (TRC) | 1,874 | $97.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,948 | $101.2K | 0.00% | −200−9.3% | Reduced |
| Group One Trading, L.P. | 2,440 | $126.7K | 0.00% | +2,440 | New |
| GAMMA Investing LLC | 2,524 | $131.1K | 0.01% | +241+10.6% | Added |
| KBC Group NV | 2,689 | $140.0K | 0.00% | +930+52.9% | Added |
| Harbor Capital Advisors, Inc. | 2,923 | $152.0K | 0.01% | +2,619+861.5% | Added |
| Bryn Mawr Trust Co | 3,065 | $159.2K | 0.00% | −51−1.6% | Reduced |
| Global Retirement Partners, LLC | 3,335 | $173.2K | 0.00% | +988+42.1% | Added |
| DekaBank Deutsche Girozentrale | 3,693 | $190.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 3,970 | $206.2K | 0.01% | −71−1.8% | Reduced |
| Guyasuta Investment Advisors Inc | 4,000 | $207.7K | 0.01% | +4,000 | New |
| Entropy Technologies, LP | 4,082 | $212.0K | 0.02% | +4,082 | New |
| Hohimer Wealth Management, LLC | 4,096 | $212.7K | 0.03% | +4,096 | New |
| Simplex Trading, LLC | 4,114 | $213.0K | 0.00% | +3,187+343.8% | Added |
| Cullen/Frost Bankers, Inc. | 4,231 | $219.7K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,240 | $220.2K | 0.01% | +4,240 | New |
| Prelude Capital Management, LLC | 4,263 | $221.4K | 0.02% | −632−12.9% | Reduced |