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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 11,208 | $582.0K | 0.01% | +644+6.1% | Added |
| Pictet Asset Management Holding SA | 11,104 | $576.6K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,054 | $574.1K | 0.02% | −1,000−8.3% | Reduced |
| First National Trust Co | 10,639 | $552.5K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,572 | $549.0K | 0.00% | +2,849+36.9% | Added |
| US Bancorp | 10,275 | $533.6K | 0.00% | +20+0.2% | Added |
| Wealthcare Advisory Partners LLC | 10,240 | $531.8K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,853 | $512.1K | 0.00% | +2,781+39.3% | Added |
| Kestra Private Wealth Services, LLC | 9,830 | $510.5K | 0.01% | +424+4.5% | Added |
| State Board of Administration of Florida Retirement System | 9,810 | $509.4K | 0.00% | −18,482−65.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,786 | $508.2K | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 9,770 | $507.4K | 0.00% | −17,430−64.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,573 | $497.1K | 0.00% | +1,536+19.1% | Added |
| Diversified Trust Co | 9,444 | $490.4K | 0.01% | +408+4.5% | Added |
| Farringdon Capital, Ltd. | 9,417 | $489.0K | 0.12% | +9,417 | New |
| RHS Financial, LLC | 9,097 | $472.4K | 0.25% | −224−2.4% | Reduced |
| Centiva Capital, LP | 9,048 | $469.9K | 0.04% | +9,048 | New |
| MBM Wealth Consultants, LLC | 9,003 | $467.5K | 0.12% | −168−1.8% | Reduced |
| James Investment Research Inc | 8,940 | $464.3K | 0.05% | +1,044+13.2% | Added |
| SRS Capital Advisors, Inc. | 8,865 | $460.4K | 0.01% | +8,865 | New |
| Pathstone Holdings, LLC | 8,698 | $451.7K | 0.00% | +2,107+32.0% | Added |
| Horizon Kinetics Asset Management LLC | 8,679 | $450.7K | 0.01% | −10,175−54.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,648 | $449.0K | 0.00% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 8,604 | $446.8K | 0.08% | +8,604 | New |
| CAPROCK Group, Inc. | 8,172 | $433.9K | 0.01% | +8,172 | New |
| Versor Investments LP | 8,320 | $432.1K | 0.08% | −27,600−76.8% | Reduced |
| Globeflex Capital L P | 7,933 | $412.0K | 0.06% | −1,767−18.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,530 | $398.6K | 0.00% | +7,530 | New |
| Mercer Global Advisors Inc | 7,603 | $394.8K | 0.00% | +434+6.1% | Added |
| National Bank of Canada | 7,495 | $389.2K | 0.00% | −3,024−28.7% | Reduced |
| Ronald Blue Trust, Inc. | 7,456 | $387.2K | 0.00% | +479+6.9% | Added |
| State of Wisconsin Investment Board | 7,248 | $376.4K | 0.00% | −39−0.5% | Reduced |
| Federated Hermes, Inc. | 7,033 | $365.2K | 0.00% | −559−7.4% | 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 |
| Cim Investment Mangement Inc | 6,743 | $350.2K | 0.10% | −7,261−51.8% | Reduced |
| Diversify Advisory Services, LLC | 7,118 | $349.2K | 0.01% | −4,709−39.8% | Reduced |
| Sym Financial Corp | 6,697 | $347.8K | 0.04% | +1,333+24.9% | Added |
| Manning & Napier Advisors LLC | 6,619 | $343.7K | 0.00% | +6,619 | New |
| Bank of Montreal | 6,597 | $342.6K | 0.00% | −680−9.3% | Reduced |
| NDVR, Inc. | 6,456 | $335.3K | 0.28% | −171−2.6% | Reduced |
| ProShare Advisors LLC | 6,288 | $326.5K | 0.00% | +6,288 | New |
| CWM, LLC | 6,162 | $320.0K | 0.00% | +1,512+32.5% | Added |
| Sound View Wealth Advisors Group, LLC | 5,886 | $305.7K | 0.02% | −979−14.3% | Reduced |
| Outlook Wealth Advisors, LLC | 5,829 | $302.7K | 0.08% | +5,829 | New |
| Securian Asset Management, Inc | 5,535 | $287.4K | 0.01% | −211−3.7% | Reduced |
| Gilman Hill Asset Management, LLC | 5,494 | $285.3K | 0.04% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 5,488 | $285.0K | 0.01% | −330−5.7% | Reduced |
| Atria Investments LLC | 5,162 | $268.1K | 0.00% | +5,162 | New |
| Three Seasons Wealth, LLC | 5,143 | $267.1K | 0.03% | −5,044−49.5% | Reduced |
| Sageworth Trust Co | 5,068 | $263.2K | 0.01% | +5,068 | New |
| Crossmark Global Holdings, Inc. | 5,067 | $263.1K | 0.00% | +162+3.3% | Added |
| Hardy Reed LLC | 5,004 | $259.9K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,950 | $257.1K | 0.01% | −20,601−80.6% | Reduced |
| FJ Capital Management LLC | 4,879 | $253.4K | 0.03% | +4,879 | New |
| MQS Management LLC | 4,832 | $250.9K | 0.15% | +4,832 | New |
| Vision Financial Markets LLC | 4,818 | $250.2K | 0.21% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,810 | $249.8K | 0.00% | +4,810 | New |
| TD Private Client Wealth LLC | 4,806 | $249.6K | 0.01% | −258−5.1% | Reduced |
| Signaturefd, LLC | 4,693 | $243.7K | 0.00% | +271+6.1% | Added |
| Paragon Capital Management Ltd | 4,670 | $242.5K | 0.05% | −260−5.3% | Reduced |
| Magnetar Financial LLC | 4,669 | $242.5K | 0.00% | −77,117−94.3% | Reduced |
| Xponance, Inc. | 4,644 | $241.2K | 0.00% | −181−3.8% | Reduced |
| Jones Financial Companies LLLP | 4,635 | $240.9K | 0.00% | −259−5.3% | Reduced |
| Private Advisor Group, LLC | 4,633 | $240.6K | 0.00% | −88−1.9% | Reduced |
| Advisors Preferred, LLC | 4,554 | $231.4K | 0.03% | −3,705−44.9% | Reduced |
| EntryPoint Capital, LLC | 4,392 | $228.1K | 0.09% | +4,392 | New |
| Advyzon Investment Management, LLC | 4,335 | $225.1K | 0.04% | +4,335 | New |
| State of Wyoming | 4,331 | $224.9K | 0.03% | −3,201−42.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,297 | $223.1K | 0.01% | +996+30.2% | Added |
| Prelude Capital Management, LLC | 4,263 | $221.4K | 0.02% | −632−12.9% | Reduced |
| Snowden Capital Advisors LLC | 4,240 | $220.2K | 0.01% | +4,240 | New |
| Cullen/Frost Bankers, Inc. | 4,231 | $219.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,114 | $213.0K | 0.00% | +3,187+343.8% | Added |
| Hohimer Wealth Management, LLC | 4,096 | $212.7K | 0.03% | +4,096 | New |
| Entropy Technologies, LP | 4,082 | $212.0K | 0.02% | +4,082 | New |
| Guyasuta Investment Advisors Inc | 4,000 | $207.7K | 0.01% | +4,000 | New |
| New Age Alpha Advisors, LLC | 3,970 | $206.2K | 0.01% | −71−1.8% | Reduced |
| DekaBank Deutsche Girozentrale | 3,693 | $190.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,335 | $173.2K | 0.00% | +988+42.1% | Added |
| Bryn Mawr Trust Co | 3,065 | $159.2K | 0.00% | −51−1.6% | Reduced |
| Harbor Capital Advisors, Inc. | 2,923 | $152.0K | 0.01% | +2,619+861.5% | Added |
| KBC Group NV | 2,689 | $140.0K | 0.00% | +930+52.9% | Added |
| GAMMA Investing LLC | 2,524 | $131.1K | 0.01% | +241+10.6% | Added |
| Group One Trading, L.P. | 2,440 | $126.7K | 0.00% | +2,440 | New |
| Umb Bank N A | 1,948 | $101.2K | 0.00% | −200−9.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,874 | $97.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,753 | $91.0K | 0.00% | +186+11.9% | Added |
| C M Bidwell & Associates Ltd | 1,724 | $89.5K | 0.04% | −6−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,588 | $82.5K | 0.00% | +118+8.0% | Added |
| Aster Capital Management (DIFC) Ltd | 1,442 | $74.9K | 0.04% | +1,442 | New |
| Wealthspire Advisors, LLC | 1,190 | $61.8K | 0.00% | +1,190 | New |
| Quadrant Capital Group LLC | 1,179 | $61.2K | 0.00% | +1,179 | New |
| City State Bank | 1,080 | $56.1K | 0.02% | −200−15.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,009 | $52.4K | 0.00% | +57+6.0% | Added |
| AdvisorNet Financial, Inc | 1,004 | $52.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 909 | $47.2K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 870 | $45.2K | 0.00% | +430+97.7% | Added |
| Rockefeller Capital Management L.P. | 802 | $41.7K | 0.00% | +802 | New |