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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 2 | $84 | 0.00% | +2 | New |
| True Wealth Design, LLC | 7 | $365 | 0.00% | +4+133.3% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $416 | 0.00% | +1+14.3% | Added |
| Rialto Wealth Management, LLC | 8 | $417 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $469 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $469 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $521 | 0.00% | −3−23.1% | Reduced |
| Optiver Holding B.V. | 13 | $677 | 0.00% | −228−94.6% | Reduced |
| SJS Investment Consulting Inc. | 15 | $782 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $834 | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 18 | $937 | 0.00% | −8,847−99.8% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $937 | 0.00% | +18 | New |
| Kilter Group LLC | 18 | $938 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 25 | $1.30K | 0.00% | +25 | New |
| Bare Financial Services, Inc | 31 | $1.61K | 0.00% | +18+138.5% | Added |
| Fortitude Family Office, LLC | 32 | $1.67K | 0.00% | −12−27.3% | Reduced |
| Quent Capital, LLC | 35 | $1.82K | 0.00% | +15+75.0% | Added |
| Navigoe, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 40 | $2.08K | 0.00% | +40 | New |
| Sunbelt Securities, Inc. | 43 | $2.24K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 56 | $2.92K | 0.00% | +56 | New |
| SageView Advisory Group, LLC | 60 | $3.13K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 62 | $3.23K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 63 | $3.28K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 65 | $3.38K | 0.00% | +65 | New |
| Basepoint Wealth LLC | 71 | $3.70K | 0.00% | +71 | New |
| SHP Wealth Management | 73 | $3.80K | 0.00% | +73 | New |
| CVA Family Office, LLC | 74 | $3.85K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 75 | $4.00K | 0.00% | +75 | New |
| Essential Partners LLC | 81 | $4.22K | 0.00% | −82−50.3% | Reduced |
| SBI Securities Co., Ltd. | 92 | $4.79K | 0.00% | −6−6.1% | Reduced |
| Bell Investment Advisors, Inc | 93 | $4.84K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 96 | $5.00K | 0.00% | +96 | New |
| UMA Financial Services, Inc. | 98 | $5.10K | 0.00% | −21−17.6% | Reduced |
| Versant Capital Management, Inc | 98 | $5.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $5.10K | 0.00% | +30+44.1% | Added |
| Costello Asset Management, INC | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 111 | $5.78K | 0.00% | −6−5.1% | Reduced |
| Basecamp Wealth Advisors LLC | 121 | $6.30K | 0.00% | +121 | New |
| IMG Wealth Management, Inc. | 126 | $6.56K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 134 | $6.98K | 0.00% | +55+69.6% | Added |
| Harvest Fund Management Co., Ltd | 141 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $7.24K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $7.29K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $7.55K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 158 | $8.23K | 0.01% | +158 | New |
| Harbour Investments, Inc. | 162 | $8.44K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 181 | $9.00K | 0.00% | +2+1.1% | Added |
| Atlantic Trust, LLC | 209 | $10.9K | 0.00% | +34+19.4% | Added |
| Bessemer Group Inc | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 237 | $12.3K | 0.00% | +237 | New |
| Clearstead Advisors, LLC | 248 | $12.9K | 0.00% | +158+175.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 262 | $13.6K | 0.00% | +262 | New |
| Bayforest Capital Ltd | 277 | $14.4K | 0.01% | +277 | New |
| Root Financial Partners, LLC | 334 | $17.4K | 0.00% | +35+11.7% | Added |
| MAI Capital Management | 334 | $17.4K | 0.00% | −142−29.8% | Reduced |
| Quarry LP | 340 | $17.7K | 0.00% | −14−4.0% | Reduced |
| Central Trust Co | 370 | $19.3K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 400 | $20.8K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 400 | $20.8K | 0.01% | +98+32.5% | Added |
| Quadrant Capital Group LLC | 417 | $21.7K | 0.00% | −762−64.6% | Reduced |
| Hantz Financial Services, Inc. | 424 | $22.0K | 0.00% | +291+218.8% | 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 |
| WPG Advisers, LLC | 451 | $23.5K | 0.02% | +4+0.9% | Added |
| Allworth Financial LP | 461 | $24.0K | 0.00% | +61+15.3% | Added |
| Torren Management, LLC | 473 | $24.6K | 0.01% | +473 | New |
| Daiwa Securities Group Inc. | 519 | $27.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 536 | $28.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 592 | $30.8K | 0.00% | +36+6.5% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $32.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 699 | $36.4K | 0.00% | −98−12.3% | Reduced |
| CIBC Private Wealth Group, LLC | 736 | $38.3K | 0.00% | +401+119.7% | Added |
| Parkside Financial Bank & Trust | 848 | $44.2K | 0.00% | +503+145.8% | Added |
| Caitong International Asset Management Co., Ltd | 863 | $44.9K | 0.01% | +594+220.8% | Added |
| WealthCollab, LLC | 921 | $48.0K | 0.02% | +12+1.3% | Added |
| Rockefeller Capital Management L.P. | 996 | $51.9K | 0.00% | +194+24.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,010 | $52.6K | 0.00% | +1+0.1% | Added |
| City State Bank | 1,030 | $53.6K | 0.01% | −50−4.6% | Reduced |
| AdvisorNet Financial, Inc | 1,129 | $58.8K | 0.00% | +125+12.5% | Added |
| Danske Bank A/S | 1,600 | $83.3K | 0.00% | −22,298−93.3% | Reduced |
| C M Bidwell & Associates Ltd | 1,739 | $90.5K | 0.04% | +15+0.9% | Added |
| EverSource Wealth Advisors, LLC | 1,807 | $94.1K | 0.00% | +54+3.1% | Added |
| Umb Bank N A | 1,962 | $102.2K | 0.00% | +14+0.7% | Added |
| Exchange Traded Concepts, LLC | 2,060 | $107.3K | 0.00% | +2,060 | New |
| Cape Investment Advisory, Inc. | 2,360 | $122.9K | 0.04% | +2,360 | New |
| DekaBank Deutsche Girozentrale | 3,693 | $134.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,689 | $140.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,734 | $142.4K | 0.01% | +210+8.3% | Added |
| Harbor Capital Advisors, Inc. | 2,980 | $155.0K | 0.01% | +57+2.0% | Added |
| Bryn Mawr Trust Co | 3,065 | $159.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,130 | $163.0K | 0.00% | +3,130 | New |
| Guyasuta Investment Advisors Inc | 4,000 | $208.3K | 0.01% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,027 | $209.7K | 0.01% | +4,027 | New |
| Virtu Financial LLC | 4,067 | $212.0K | 0.01% | +4,067 | New |
| Hohimer Wealth Management, LLC | 4,074 | $212.1K | 0.03% | −22−0.5% | Reduced |
| Penserra Capital Management LLC | 4,134 | $215.0K | 0.00% | +4,134 | New |