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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 797 | $41.4K | 0.00% | −2,173−73.2% | Reduced |
| Walleye Capital LLC | 753 | $39.1K | 0.00% | −5,550−88.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 615 | $32.0K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 595 | $31.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 556 | $28.9K | 0.00% | +32+6.1% | Added |
| Smartleaf Asset Management LLC | 536 | $27.8K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 519 | $27.0K | 0.00% | +519 | New |
| Principal Securities, Inc. | 477 | $24.8K | 0.00% | +477 | New |
| MAI Capital Management | 476 | $24.7K | 0.00% | +221+86.7% | Added |
| WPG Advisers, LLC | 447 | $23.2K | 0.02% | +111+33.0% | Added |
| 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 |
| N.E.W. Advisory Services LLC | 400 | $20.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $20.8K | 0.00% | +43+12.0% | Added |
| Central Trust Co | 370 | $19.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 354 | $18.4K | 0.00% | −856−70.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 350 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 345 | $17.9K | 0.00% | +2+0.6% | Added |
| CIBC Private Wealth Group, LLC | 335 | $17.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 302 | $15.7K | 0.01% | +302 | New |
| Root Financial Partners, LLC | 299 | $15.5K | 0.00% | +299 | New |
| Caitong International Asset Management Co., Ltd | 269 | $14.0K | 0.01% | +269 | New |
| Optiver Holding B.V. | 241 | $12.5K | 0.00% | +241 | New |
| Bessemer Group Inc | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 225 | $11.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $10.4K | 0.00% | +200 | New |
| Atlantic Trust, LLC | 175 | $9.09K | 0.00% | +175 | New |
| Covestor Ltd | 179 | $9.00K | 0.00% | −78−30.4% | Reduced |
| Hemington Wealth Management | 187 | $9.00K | 0.00% | +26+16.1% | Added |
| Essential Partners LLC | 163 | $8.46K | 0.00% | +94+136.2% | Added |
| Harbour Investments, Inc. | 162 | $8.41K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $7.53K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $7.27K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $7.22K | 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 |
| IMG Wealth Management, Inc. | 126 | $6.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 119 | $6.18K | 0.00% | +58+95.1% | Added |
| Private Wealth Management Group, LLC | 117 | $6.08K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bell Investment Advisors, Inc | 93 | $4.83K | 0.00% | −94−50.3% | Reduced |
| Clearstead Advisors, LLC | 90 | $4.67K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 79 | $4.10K | 0.00% | +79 | Added |
| CVA Family Office, LLC | 74 | $3.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $3.53K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 63 | $3.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 62 | $3.22K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $2.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $2.29K | 0.00% | +13+41.9% | Added |
| Sunbelt Securities, Inc. | 43 | $2.23K | 0.00% | +43 | New |
| Navigoe, LLC | 57 | $2.00K | 0.00% | +57 | New |
| Marquette Asset Management, LLC | 34 | $1.77K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.27K | 0.00% | +1+4.3% | Added |
| Quent Capital, LLC | 20 | $1.04K | 0.00% | +20 | New |
| Avion Wealth | 24 | $1.00K | 0.00% | +11+84.6% | Added |
| Cloud Capital Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Kilter Group LLC | 18 | $935 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $779 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $675 | 0.00% | +13 | New |
| Bear Mountain Capital, Inc. | 13 | $671 | 0.00% | +13 | New |
| Rise Advisors, LLC | 13 | $651 | 0.00% | +10+333.3% | Added |
| Hughes Financial Services, LLC | 13 | $646 | 0.00% | 00.0% | Unchanged |
| 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 |
| Rialto Wealth Management, LLC | 8 | $416 | 0.00% | +2+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $363 | 0.00% | +3+75.0% | Added |
| True Wealth Design, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4 | $0 | 0.00% | −1,158−99.7% | 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 |