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 |
|---|---|---|---|---|---|
| Financiere des Professionnels - Fonds d,investissement inc. | 4,297 | $223.1K | 0.01% | +996+30.2% | Added |
| State of Wyoming | 4,331 | $224.9K | 0.03% | −3,201−42.5% | Reduced |
| Advyzon Investment Management, LLC | 4,335 | $225.1K | 0.04% | +4,335 | New |
| EntryPoint Capital, LLC | 4,392 | $228.1K | 0.09% | +4,392 | New |
| Advisors Preferred, LLC | 4,554 | $231.4K | 0.03% | −3,705−44.9% | Reduced |
| Private Advisor Group, LLC | 4,633 | $240.6K | 0.00% | −88−1.9% | Reduced |
| Jones Financial Companies LLLP | 4,635 | $240.9K | 0.00% | −259−5.3% | Reduced |
| Xponance, Inc. | 4,644 | $241.2K | 0.00% | −181−3.8% | Reduced |
| Magnetar Financial LLC | 4,669 | $242.5K | 0.00% | −77,117−94.3% | Reduced |
| Paragon Capital Management Ltd | 4,670 | $242.5K | 0.05% | −260−5.3% | Reduced |
| Signaturefd, LLC | 4,693 | $243.7K | 0.00% | +271+6.1% | Added |
| TD Private Client Wealth LLC | 4,806 | $249.6K | 0.01% | −258−5.1% | Reduced |
| Toroso Investments, LLC | 4,810 | $249.8K | 0.00% | +4,810 | New |
| Vision Financial Markets LLC | 4,818 | $250.2K | 0.21% | 00.0% | Unchanged |
| MQS Management LLC | 4,832 | $250.9K | 0.15% | +4,832 | New |
| FJ Capital Management LLC | 4,879 | $253.4K | 0.03% | +4,879 | New |
| Quantbot Technologies LP | 4,950 | $257.1K | 0.01% | −20,601−80.6% | Reduced |
| Hardy Reed LLC | 5,004 | $259.9K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,067 | $263.1K | 0.00% | +162+3.3% | Added |
| Sageworth Trust Co | 5,068 | $263.2K | 0.01% | +5,068 | New |
| Three Seasons Wealth, LLC | 5,143 | $267.1K | 0.03% | −5,044−49.5% | Reduced |
| Atria Investments LLC | 5,162 | $268.1K | 0.00% | +5,162 | New |
| RiverFront Investment Group, LLC | 5,488 | $285.0K | 0.01% | −330−5.7% | Reduced |
| Gilman Hill Asset Management, LLC | 5,494 | $285.3K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,535 | $287.4K | 0.01% | −211−3.7% | Reduced |
| Outlook Wealth Advisors, LLC | 5,829 | $302.7K | 0.08% | +5,829 | New |
| Sound View Wealth Advisors Group, LLC | 5,886 | $305.7K | 0.02% | −979−14.3% | Reduced |
| CWM, LLC | 6,162 | $320.0K | 0.00% | +1,512+32.5% | Added |
| ProShare Advisors LLC | 6,288 | $326.5K | 0.00% | +6,288 | New |
| NDVR, Inc. | 6,456 | $335.3K | 0.28% | −171−2.6% | Reduced |
| Bank of Montreal | 6,597 | $342.6K | 0.00% | −680−9.3% | Reduced |
| Manning & Napier Advisors LLC | 6,619 | $343.7K | 0.00% | +6,619 | New |
| Sym Financial Corp | 6,697 | $347.8K | 0.04% | +1,333+24.9% | Added |
| Diversify Advisory Services, LLC | 7,118 | $349.2K | 0.01% | −4,709−39.8% | Reduced |
| Cim Investment Mangement Inc | 6,743 | $350.2K | 0.10% | −7,261−51.8% | Reduced |
| Avantax Planning Partners, Inc. | 7,000 | $363.5K | 0.01% | −1,026−12.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $363.5K | 0.07% | 00.0% | Unchanged |
| Natixis | 7,000 | $363.5K | 0.00% | +7,000 | New |
| Federated Hermes, Inc. | 7,033 | $365.2K | 0.00% | −559−7.4% | Reduced |
| State of Wisconsin Investment Board | 7,248 | $376.4K | 0.00% | −39−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 7,456 | $387.2K | 0.00% | +479+6.9% | Added |
| National Bank of Canada | 7,495 | $389.2K | 0.00% | −3,024−28.7% | Reduced |
| Mercer Global Advisors Inc | 7,603 | $394.8K | 0.00% | +434+6.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,530 | $398.6K | 0.00% | +7,530 | New |
| Globeflex Capital L P | 7,933 | $412.0K | 0.06% | −1,767−18.2% | Reduced |
| Versor Investments LP | 8,320 | $432.1K | 0.08% | −27,600−76.8% | Reduced |
| CAPROCK Group, Inc. | 8,172 | $433.9K | 0.01% | +8,172 | New |
| Perbak Capital Partners LLP | 8,604 | $446.8K | 0.08% | +8,604 | New |
| Public Employees Retirement Association of Colorado | 8,648 | $449.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 8,679 | $450.7K | 0.01% | −10,175−54.0% | Reduced |
| Pathstone Holdings, LLC | 8,698 | $451.7K | 0.00% | +2,107+32.0% | Added |
| SRS Capital Advisors, Inc. | 8,865 | $460.4K | 0.01% | +8,865 | New |
| James Investment Research Inc | 8,940 | $464.3K | 0.05% | +1,044+13.2% | Added |
| MBM Wealth Consultants, LLC | 9,003 | $467.5K | 0.12% | −168−1.8% | Reduced |
| Centiva Capital, LP | 9,048 | $469.9K | 0.04% | +9,048 | New |
| RHS Financial, LLC | 9,097 | $472.4K | 0.25% | −224−2.4% | Reduced |
| Farringdon Capital, Ltd. | 9,417 | $489.0K | 0.12% | +9,417 | New |
| Diversified Trust Co | 9,444 | $490.4K | 0.01% | +408+4.5% | Added |
| Schonfeld Strategic Advisors LLC | 9,573 | $497.1K | 0.00% | +1,536+19.1% | Added |
| D. E. Shaw & Co., Inc. | 9,770 | $507.4K | 0.00% | −17,430−64.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,786 | $508.2K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,810 | $509.4K | 0.00% | −18,482−65.3% | Reduced |
| Kestra Private Wealth Services, LLC | 9,830 | $510.5K | 0.01% | +424+4.5% | Added |
| Stifel Financial Corp | 9,853 | $512.1K | 0.00% | +2,781+39.3% | Added |
| Wealthcare Advisory Partners LLC | 10,240 | $531.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 10,275 | $533.6K | 0.00% | +20+0.2% | Added |
| Quantinno Capital Management LP | 10,572 | $549.0K | 0.00% | +2,849+36.9% | Added |
| First National Trust Co | 10,639 | $552.5K | 0.02% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,054 | $574.1K | 0.02% | −1,000−8.3% | Reduced |
| Pictet Asset Management Holding SA | 11,104 | $576.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,208 | $582.0K | 0.01% | +644+6.1% | Added |
| State of Alaska, Department of Revenue | 11,327 | $587.0K | 0.01% | +2,851+33.6% | Added |
| SG Americas Securities, LLC | 11,391 | $592.0K | 0.00% | −10,222−47.3% | Reduced |
| Capital City Trust Co | 11,562 | $600.4K | 0.15% | −395−3.3% | Reduced |
| Boxwood Ventures, Inc. | 11,613 | $603.1K | 0.67% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 11,830 | $614.3K | 0.17% | +11,830 | New |
| Integrated Quantitative Investments LLC | 12,461 | $647.1K | 0.18% | −9,405−43.0% | Reduced |
| Neuberger Berman Group LLC | 13,279 | $689.6K | 0.00% | −1,817−12.0% | Reduced |
| Ameritas Investment Partners, Inc. | 13,855 | $719.5K | 0.02% | −796−5.4% | Reduced |
| Oregon Public Employees Retirement Fund | 14,872 | $772.3K | 0.01% | −600−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 15,248 | $791.8K | 0.00% | −1,100−6.7% | Reduced |
| Rodgers Brothers Inc. | 15,575 | $808.8K | 0.10% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,460 | $854.8K | 0.03% | +191+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,475 | $855.5K | 0.01% | −372−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,772 | $871.7K | 0.01% | +2,399+16.7% | Added |
| Ensign Peak Advisors, Inc | 16,836 | $874.3K | 0.00% | −5,850−25.8% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $898.0K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 17,377 | $902.4K | 0.00% | −13,379−43.5% | Reduced |
| Pacer Advisors, Inc. | 17,444 | $905.9K | 0.00% | +13,678+363.2% | Added |
| 1620 Investment Advisors, Inc. | 17,569 | $912.3K | 0.62% | −161−0.9% | Reduced |
| State of Michigan Retirement System | 17,576 | $912.7K | 0.00% | −600−3.3% | Reduced |
| Atom Investors LP | 17,715 | $919.9K | 0.07% | +17,715 | New |
| Cetera Investment Advisers | 18,298 | $950.3K | 0.00% | −1,039−5.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,970 | $985.1K | 0.00% | −417−2.2% | Reduced |
| Legato Capital Management LLC | 19,530 | $1.01M | 0.11% | +2,947+17.8% | Added |
| CWM Advisors, LLC | 19,993 | $1.04M | 0.10% | −209−1.0% | Reduced |
| Los Angeles Capital Management LLC | 19,997 | $1.04M | 0.00% | +3,306+19.8% | Added |
| Meritage Portfolio Management | 20,550 | $1.07M | 0.07% | −3,422−14.3% | Reduced |
| Louisiana State Employees Retirement System | 20,600 | $1.07M | 0.02% | −600−2.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,675 | $1.07M | 0.00% | −37−0.2% | Reduced |