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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 115,930 | $6.02M | 0.01% | +331+0.3% | Added |
| Ruffer LLP | 116,781 | $6.06M | 0.34% | +116,781 | New |
| LPL Financial LLC | 118,679 | $6.16M | 0.00% | +13,637+13.0% | Added |
| Winton Group Ltd | 120,913 | $6.28M | 0.24% | +120,913 | New |
| Interval Partners, LP | 125,418 | $6.51M | 0.14% | −76,275−37.8% | Reduced |
| Continental Advisors LLC | 126,359 | $6.56M | 4.43% | −51,500−29.0% | Reduced |
| Clark Capital Management Group, Inc. | 126,707 | $6.58M | 0.04% | +126,707 | New |
| BancorpSouth Bank | 128,022 | $6.65M | 0.40% | +360.0% | Added |
| O'Shaughnessy Asset Management, LLC | 129,169 | $6.71M | 0.04% | +15,699+13.8% | Added |
| Legal & General Group Plc | 129,387 | $6.72M | 0.00% | −2,501−1.9% | Reduced |
| Rhumbline Advisers | 131,790 | $6.84M | 0.01% | −2,912−2.2% | Reduced |
| Burney Co | 135,132 | $7.02M | 0.22% | +14,253+11.8% | Added |
| Teacher Retirement System of Texas | 138,882 | $7.21M | 0.03% | −13,059−8.6% | Reduced |
| Swiss National Bank | 145,717 | $7.57M | 0.00% | −1,400−1.0% | Reduced |
| ExodusPoint Capital Management, LP | 147,851 | $7.68M | 0.11% | −86,444−36.9% | Reduced |
| Brandywine Global Investment Management, LLC | 148,679 | $7.72M | 0.05% | −5,520−3.6% | Reduced |
| Factorial Partners, LLC | 159,239 | $8.27M | 5.69% | 00.0% | Unchanged |
| Principal Financial Group Inc | 161,439 | $8.38M | 0.00% | −6,500−3.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 165,367 | $8.59M | 0.02% | −33,064−16.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 181,488 | $9.42M | 0.02% | −28,095−13.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 202,690 | $10.5M | 0.04% | −52,065−20.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 208,131 | $10.8M | 0.02% | +133,081+177.3% | Added |
| Barclays PLC | 213,504 | $11.1M | 0.00% | +162,609+319.5% | Added |
| JPMorgan Chase & Co | 218,741 | $11.4M | 0.00% | −43,052−16.4% | Reduced |
| Schroder Investment Management Group | 241,152 | $12.5M | 0.01% | −13,207−5.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 241,413 | $12.5M | 0.04% | −65,684−21.4% | Reduced |
| Cambria Investment Management, L.P. | 254,835 | $13.2M | 0.80% | −18,050−6.6% | Reduced |
| AXA Investment Managers S.A. | 257,150 | $13.4M | 0.04% | +257,150 | New |
| Bridgewater Associates, LP | 279,126 | $14.5M | 0.06% | +119,755+75.1% | Added |
| Janney Montgomery Scott LLC | 280,549 | $14.6M | 0.03% | +280,549 | New |
| Alps Advisors Inc | 293,844 | $15.3M | 0.08% | +157,462+115.5% | Added |
| Royce & Associates LP | 311,395 | $16.2M | 0.16% | −88,162−22.1% | Reduced |
| UBS Asset Management Americas Inc | 316,067 | $16.4M | 0.00% | +15,528+5.2% | Added |
| Voloridge Investment Management, LLC | 318,032 | $16.5M | 0.06% | −99,134−23.8% | Reduced |
| Vestcor Inc | 326,523 | $17.0M | 0.51% | +129,586+65.8% | Added |
| Citadel Advisors LLC | 326,545 | $17.0M | 0.01% | −132,197−28.8% | Reduced |
| Foundation Resource Management Inc | 396,828 | $20.6M | 2.96% | −1,685−0.4% | Reduced |
| Millennium Management LLC | 411,843 | $21.4M | 0.02% | −532,775−56.4% | Reduced |
| Commonwealth Equity Services, LLC | 422,247 | $21.9M | 0.03% | −72,399−14.6% | Reduced |
| Two Sigma Advisers, LP | 428,600 | $22.3M | 0.04% | −180,800−29.7% | Reduced |
| HighTower Advisors, LLC | 430,240 | $22.3M | 0.03% | −5,581−1.3% | Reduced |
| Man Group plc | 456,463 | $23.7M | 0.05% | +92,840+25.5% | Added |
| Northern Trust Corp | 473,873 | $24.6M | 0.00% | −34,224−6.7% | Reduced |
| Sprott Inc. | 507,225 | $26.3M | 0.99% | −36,950−6.8% | Reduced |
| Ameriprise Financial Inc | 508,329 | $26.4M | 0.01% | −64,409−11.2% | Reduced |
| Two Sigma Investments, LP | 514,532 | $26.7M | 0.04% | −129,527−20.1% | Reduced |
| Jupiter Asset Management Ltd | 527,368 | $27.4M | 0.24% | +506,500+2,427.2% | Added |
| Renaissance Technologies LLC | 538,351 | $28.0M | 0.04% | +170,651+46.4% | Added |
| First Trust Advisors LP | 545,502 | $28.3M | 0.02% | +395,081+262.7% | Added |
| Goldman Sachs Group Inc | 602,196 | $31.3M | 0.00% | −15,828−2.6% | Reduced |
| Bank of America Corp | 605,809 | $31.5M | 0.00% | +6,975+1.2% | Added |
| Alliancebernstein L.P. | 632,122 | $32.8M | 0.01% | −205,156−24.5% | Reduced |
| Qube Research & Technologies Ltd | 778,946 | $40.5M | 0.06% | +171,442+28.2% | Added |
| Victory Capital Management Inc | 779,492 | $40.5M | 0.03% | +748,439+2,410.2% | Added |
| Arrowstreet Capital, Limited Partnership | 804,383 | $41.8M | 0.03% | −48,211−5.7% | Reduced |
| Bank of New York Mellon Corp | 810,573 | $42.1M | 0.01% | −179,381−18.1% | Reduced |
| UBS Group AG | 909,616 | $47.2M | 0.01% | −440,579−32.6% | Reduced |
| Morgan Stanley | 925,870 | $48.1M | 0.00% | +146,003+18.7% | Added |
| Allianz Asset Management GmbH | 1,008,221 | $52.4M | 0.06% | +167,225+19.9% | Added |
| Geode Capital Management, LLC | 1,335,868 | $69.4M | 0.00% | −20,426−1.5% | Reduced |
| State Street Corp | 1,849,697 | $96.1M | 0.00% | −44,013−2.3% | Reduced |
| Dimensional Fund Advisors LP | 2,307,276 | $119.8M | 0.03% | −6,900−0.3% | Reduced |
| LSV Asset Management | 2,401,001 | $124.7M | 0.28% | +434,859+22.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,657,263 | $138.0M | 16.37% | +2,577,442+3,229.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,817,754 | $146.3M | 0.50% | −510.0% | Reduced |
| Invesco Ltd. | 2,939,908 | $152.7M | 0.02% | +670,643+29.6% | Added |
| AQR Capital Management LLC | 2,986,172 | $155.1M | 0.10% | +7,287+0.2% | Added |
| Charles Schwab Investment Management Inc | 3,019,712 | $156.8M | 0.03% | −68,597−2.2% | Reduced |
| FMR LLC | 4,945,024 | $256.8M | 0.01% | −592,428−10.7% | Reduced |
| BlackRock, Inc. | 5,608,281 | $291.2M | 0.01% | −103,087−1.8% | Reduced |
| Vanguard Group Inc | 8,475,049 | $440.1M | 0.01% | −32,353−0.4% | Reduced |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −295,097−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −202,735−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −138,234−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −132,367−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −88,828−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −71,069−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −52,409−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −45,234−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −39,608−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −29,322−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −20,712−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −17,242−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −13,251−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,294−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −11,744−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,482−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −10,162−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −9,011−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −8,382−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,359−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −7,611−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −7,433−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −7,331−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −6,267−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −6,025−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |