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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Federated Hermes, Inc. as of Dec 31, 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
- 383
- +15 vs. Q3 2025
- Shares held
- 68.3M
- +391.6K (+0.6%) vs. Q3 2025
- Total value
- $3.56B
- +$30.2M (+0.9%) vs. Q3 2025
- New holders
- 56
- 130 more added
- Sold out
- 41
- 130 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 390 | $3.67B |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,245,538 | $429.3M | 0.01% | −229,511−2.7% | Reduced |
| BlackRock, Inc. | 5,656,292 | $294.5M | 0.01% | +48,011+0.9% | Added |
| FMR LLC | 4,957,133 | $258.1M | 0.01% | +12,109+0.2% | Added |
| AQR Capital Management LLC | 3,036,239 | $158.1M | 0.08% | +50,067+1.7% | Added |
| Charles Schwab Investment Management Inc | 3,032,060 | $157.9M | 0.02% | +12,348+0.4% | Added |
| LSV Asset Management | 2,890,276 | $150.5M | 0.33% | +489,275+20.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,786,066 | $145.1M | 0.49% | −31,688−1.1% | Reduced |
| Invesco Ltd. | 2,751,323 | $143.3M | 0.01% | −188,585−6.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,662,853 | $138.7M | 15.63% | +5,590+0.2% | Added |
| Dimensional Fund Advisors LP | 2,308,783 | $120.2M | 0.03% | +1,507+0.1% | Added |
| State Street Corp | 1,799,452 | $93.7M | 0.00% | −50,245−2.7% | Reduced |
| Geode Capital Management, LLC | 1,409,852 | $73.4M | 0.00% | +73,984+5.5% | Added |
| Victory Capital Management Inc | 1,394,622 | $72.6M | 0.04% | +615,130+78.9% | Added |
| Allianz Asset Management GmbH | 1,161,812 | $60.5M | 0.07% | +153,591+15.2% | Added |
| UBS Group AG | 984,054 | $51.2M | 0.01% | +74,438+8.2% | Added |
| Arrowstreet Capital, Limited Partnership | 848,595 | $44.2M | 0.03% | +44,212+5.5% | Added |
| Morgan Stanley | 825,452 | $43.0M | 0.00% | −100,418−10.8% | Reduced |
| Qube Research & Technologies Ltd | 782,319 | $40.7M | 0.06% | +3,373+0.4% | Added |
| Goldman Sachs Group Inc | 730,980 | $38.1M | 0.01% | +128,784+21.4% | Added |
| Bank of New York Mellon Corp | 679,203 | $35.4M | 0.01% | −131,370−16.2% | Reduced |
| Jupiter Asset Management Ltd | 589,140 | $30.7M | 0.25% | +61,772+11.7% | Added |
| First Trust Advisors LP | 583,788 | $30.4M | 0.02% | +38,286+7.0% | Added |
| Bank of America Corp | 564,824 | $29.4M | 0.00% | −40,985−6.8% | Reduced |
| Alliancebernstein L.P. | 542,224 | $28.2M | 0.01% | −89,898−14.2% | Reduced |
| Man Group plc | 516,182 | $26.9M | 0.05% | +59,719+13.1% | Added |
| Sprott Inc. | 506,385 | $26.4M | 0.94% | −840−0.2% | Reduced |
| Ameriprise Financial Inc | 487,467 | $25.4M | 0.01% | −20,862−4.1% | Reduced |
| Northern Trust Corp | 465,825 | $24.3M | 0.00% | −8,048−1.7% | Reduced |
| Kestra Advisory Services, LLC | 457,449 | $23.8M | 0.10% | +457,449 | New |
| Vestcor Inc | 432,900 | $22.5M | 0.64% | +106,377+32.6% | Added |
| Renaissance Technologies LLC | 426,300 | $22.2M | 0.03% | −112,051−20.8% | Reduced |
| HighTower Advisors, LLC | 403,839 | $21.0M | 0.02% | −26,401−6.1% | Reduced |
| Foundation Resource Management Inc | 395,893 | $20.6M | 2.76% | −935−0.2% | Reduced |
| Two Sigma Investments, LP | 383,761 | $20.0M | 0.03% | −130,771−25.4% | Reduced |
| Two Sigma Advisers, LP | 308,558 | $16.1M | 0.03% | −120,042−28.0% | Reduced |
| Woodline Partners LP | 305,421 | $15.9M | 0.06% | +305,421 | New |
| Royce & Associates LP | 304,719 | $15.9M | 0.16% | −6,676−2.1% | Reduced |
| Voloridge Investment Management, LLC | 296,216 | $15.4M | 0.05% | −21,816−6.9% | Reduced |
| JPMorgan Chase & Co | 288,418 | $15.0M | 0.00% | +69,677+31.9% | Added |
| Bridgewater Associates, LP | 286,568 | $14.9M | 0.05% | +7,442+2.7% | Added |
| Alps Advisors Inc | 277,707 | $14.5M | 0.08% | −16,137−5.5% | Reduced |
| Barclays PLC | 266,638 | $13.9M | 0.01% | +53,134+24.9% | Added |
| Janney Montgomery Scott LLC | 250,668 | $13.1M | 0.03% | −29,881−10.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 243,424 | $12.7M | 0.04% | +2,011+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 220,742 | $11.5M | 0.02% | +12,611+6.1% | Added |
| Burney Co | 218,661 | $11.4M | 0.35% | +83,529+61.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 211,524 | $11.1M | 0.02% | +30,036+16.5% | Added |
| Jacobs Levy Equity Management, Inc | 209,330 | $10.9M | 0.04% | +6,640+3.3% | Added |
| Brandywine Global Investment Management, LLC | 177,533 | $9.24M | 0.06% | +28,854+19.4% | Added |
| Cambria Investment Management, L.P. | 165,575 | $8.62M | 0.50% | −89,260−35.0% | Reduced |
| Teacher Retirement System of Texas | 163,745 | $8.53M | 0.03% | +24,863+17.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 161,944 | $8.43M | 0.02% | −3,423−2.1% | Reduced |
| Principal Financial Group Inc | 156,896 | $8.17M | 0.00% | −4,543−2.8% | Reduced |
| UBS Asset Management Americas Inc | 156,697 | $8.16M | 0.00% | −159,370−50.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 156,436 | $8.14M | 0.01% | +155,841+26,191.8% | Added |
| Factorial Partners, LLC | 153,239 | $7.98M | 5.27% | −6,000−3.8% | Reduced |
| Schroder Investment Management Group | 148,902 | $7.90M | 0.01% | −92,250−38.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 151,600 | $7.89M | 0.01% | +95,911+172.2% | Added |
| Ruffer LLP | 149,689 | $7.81M | 0.36% | +32,908+28.2% | Added |
| Clark Capital Management Group, Inc. | 148,248 | $7.72M | 0.05% | +21,541+17.0% | Added |
| Swiss National Bank | 145,317 | $7.57M | 0.00% | −400−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 142,991 | $7.45M | 0.04% | +13,822+10.7% | Added |
| BancorpSouth Bank | 128,345 | $6.68M | 0.39% | +323+0.3% | Added |
| Continental Advisors LLC | 125,859 | $6.55M | 4.25% | −500−0.4% | Reduced |
| Rhumbline Advisers | 125,393 | $6.53M | 0.01% | −6,397−4.9% | Reduced |
| Legal & General Group Plc | 122,763 | $6.39M | 0.00% | −6,624−5.1% | Reduced |
| LPL Financial LLC | 116,891 | $6.09M | 0.00% | −1,788−1.5% | Reduced |
| Assenagon Asset Management S.A. | 116,278 | $6.05M | 0.01% | +31,240+36.7% | Added |
| CIBC World Markets Inc. | 110,328 | $5.74M | 0.01% | −5,602−4.8% | Reduced |
| Gamco Investors, Inc. Et Al | 102,649 | $5.34M | 0.05% | −1,243−1.2% | Reduced |
| First National Bank of Omaha | 100,254 | $5.32M | 0.16% | +100,254 | New |
| New York State Teachers Retirement System | 96,307 | $5.01M | 0.01% | −4,899−4.8% | Reduced |
| CI Private Wealth, LLC | 95,647 | $4.98M | 0.01% | +13,686+16.7% | Added |
| Engineers Gate Manager LP | 94,937 | $4.94M | 0.06% | +56,730+148.5% | Added |
| Alpha Omega Wealth Management LLC | 92,962 | $4.84M | 0.80% | −2,132−2.2% | Reduced |
| Capital Fund Management S.A. | 91,662 | $4.77M | 0.05% | +15,843+20.9% | Added |
| Point72 Asset Management, L.P. | 91,660 | $4.77M | 0.01% | +91,660 | New |
| Panagora Asset Management Inc | 91,198 | $4.75M | 0.02% | −318−0.3% | Reduced |
| Retirement Systems of Alabama | 88,694 | $4.62M | 0.01% | −673−0.8% | Reduced |
| Kendall Capital Management | 87,635 | $4.56M | 0.95% | +12,980+17.4% | Added |
| Gabelli Funds LLC | 86,569 | $4.51M | 0.03% | −9,824−10.2% | Reduced |
| Seizert Capital Partners, LLC | 85,331 | $4.44M | 0.19% | +2,807+3.4% | Added |
| Ritholtz Wealth Management | 85,187 | $4.44M | 0.08% | +12,090+16.5% | Added |
| Russell Investments Group, Ltd. | 84,978 | $4.43M | 0.00% | +802+1.0% | Added |
| Interval Partners, LP | 81,207 | $4.23M | 0.10% | −44,211−35.3% | Reduced |
| ExodusPoint Capital Management, LP | 78,719 | $4.10M | 0.05% | −69,132−46.8% | Reduced |
| Vident Advisory, LLC | 76,062 | $3.96M | 0.04% | +1,395+1.9% | Added |
| American Century Companies Inc | 75,073 | $3.91M | 0.00% | +40,619+117.9% | Added |
| Lazard Asset Management LLC | 75,031 | $3.91M | 0.01% | −9,100−10.8% | Reduced |
| Royal Bank of Canada | 73,793 | $3.84M | 0.00% | −4,010−5.2% | Reduced |
| Congress Asset Management Co | 72,303 | $3.76M | 0.03% | +2,057+2.9% | Added |
| Murphy Pohlad Asset Management LLC | 67,596 | $3.52M | 1.35% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 66,810 | $3.48M | 0.01% | −2,124−3.1% | Reduced |
| CWM Advisors, LLC | 66,293 | $3.45M | 0.31% | +46,300+231.6% | Added |
| California State Teachers Retirement System | 64,645 | $3.37M | 0.00% | −2,963−4.4% | Reduced |
| DGS Capital Management, LLC | 64,207 | $3.34M | 0.57% | +12,562+24.3% | Added |
| TD Asset Management Inc | 62,700 | $3.26M | 0.00% | +7,500+13.6% | Added |
| Raymond James Financial Inc | 62,342 | $3.25M | 0.00% | +9,528+18.0% | Added |
| Hourglass Capital, LLC | 62,218 | $3.24M | 0.70% | −1,000−1.6% | Reduced |
| SEI Investments Co | 60,844 | $3.17M | 0.00% | +2,011+3.4% | Added |