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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 4,231 | $220.3K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,293 | $223.5K | 0.00% | −2,955−40.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,297 | $223.7K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,332 | $225.6K | 0.00% | +4,332 | New |
| Snowden Capital Advisors LLC | 4,364 | $227.2K | 0.01% | +124+2.9% | Added |
| D. E. Shaw & Co., Inc. | 4,371 | $227.6K | 0.00% | −5,399−55.3% | Reduced |
| FJ Capital Management LLC | 4,383 | $228.2K | 0.03% | −496−10.2% | Reduced |
| EntryPoint Capital, LLC | 4,392 | $228.7K | 0.09% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,445 | $231.5K | 0.01% | −4,603−50.9% | Reduced |
| GF Fund Management Co. Ltd. | 4,461 | $232.3K | 0.00% | +4,461 | New |
| Global Retirement Partners, LLC | 4,511 | $234.9K | 0.00% | +1,176+35.3% | Added |
| Jane Street Group, LLC | 4,519 | $235.3K | 0.00% | −62,187−93.2% | Reduced |
| R Squared Ltd | 4,553 | $237.1K | 0.11% | +4,553 | New |
| Advyzon Investment Management, LLC | 4,594 | $239.2K | 0.03% | +259+6.0% | Added |
| Paragon Capital Management Ltd | 4,702 | $244.9K | 0.05% | +32+0.7% | Added |
| Signaturefd, LLC | 4,721 | $245.8K | 0.00% | +28+0.6% | Added |
| TD Private Client Wealth LLC | 4,806 | $250.2K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 4,818 | $250.9K | 0.26% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,857 | $252.9K | 0.00% | +222+4.8% | Added |
| United Capital Financial Advisers, LLC | 4,858 | $253.0K | 0.00% | +4,858 | New |
| Tower Research Capital LLC (TRC) | 4,920 | $256.2K | 0.01% | +3,046+162.5% | Added |
| Stirlingshire Investments, Inc. | 5,021 | $261.4K | 0.23% | +5,021 | New |
| PharVision Advisers, LLC | 5,035 | $262.2K | 0.13% | +5,035 | New |
| Crossmark Global Holdings, Inc. | 5,067 | $263.8K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 5,042 | $264.1K | 0.04% | +488+10.7% | Added |
| Private Advisor Group, LLC | 5,072 | $264.1K | 0.00% | +439+9.5% | Added |
| Hardy Reed LLC | 5,090 | $265.0K | 0.02% | +86+1.7% | Added |
| Three Seasons Wealth, LLC | 5,143 | $267.8K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 5,269 | $274.4K | 0.00% | +107+2.1% | Added |
| Lawood & Co | 5,332 | $277.6K | 0.26% | +5,332 | New |
| Securian Asset Management, Inc | 5,335 | $277.8K | 0.01% | −200−3.6% | Reduced |
| BTG Pactual Asset Management US LLC | 5,490 | $285.9K | 0.03% | +5,490 | New |
| Gilman Hill Asset Management, LLC | 5,494 | $286.1K | 0.05% | 00.0% | Unchanged |
| Mangrove Partners | 5,509 | $286.9K | 0.02% | +5,509 | New |
| Ensign Peak Advisors, Inc | 5,536 | $288.3K | 0.00% | −11,300−67.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,666 | $295.0K | 0.02% | −220−3.7% | Reduced |
| RiverFront Investment Group, LLC | 5,744 | $299.1K | 0.00% | +256+4.7% | Added |
| NDVR, Inc. | 5,841 | $304.1K | 0.25% | −615−9.5% | Reduced |
| Outlook Wealth Advisors, LLC | 5,862 | $305.2K | 0.07% | +33+0.6% | Added |
| Federated Hermes, Inc. | 5,943 | $309.5K | 0.00% | −1,090−15.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,038 | $314.4K | 0.00% | +6,038 | New |
| Sym Financial Corp | 6,205 | $323.1K | 0.03% | −492−7.3% | Reduced |
| EP Wealth Advisors, LLC | 6,292 | $327.6K | 0.00% | +6,292 | New |
| Verition Fund Management LLC | 6,400 | $333.2K | 0.00% | −39,990−86.2% | Reduced |
| Pathstone Holdings, LLC | 6,434 | $335.0K | 0.00% | −2,264−26.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,503 | $338.6K | 0.00% | +4,915+309.5% | Added |
| CWM, LLC | 6,538 | $340.0K | 0.00% | +376+6.1% | Added |
| Bank of Montreal | 6,564 | $341.8K | 0.00% | −33−0.5% | Reduced |
| Guggenheim Capital LLC | 6,599 | $343.6K | 0.00% | +6,599 | New |
| State of Wyoming | 6,662 | $346.9K | 0.04% | +2,331+53.8% | Added |
| Entropy Technologies, LP | 6,692 | $348.5K | 0.02% | +2,610+63.9% | Added |
| Manning & Napier Advisors LLC | 6,619 | $351.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 6,743 | $351.1K | 0.09% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 6,822 | $355.2K | 0.01% | −37,589−84.6% | Reduced |
| Farther Finance Advisors, LLC | 6,842 | $356.2K | 0.00% | +5,972+686.4% | Added |
| Avantax Planning Partners, Inc. | 7,000 | $364.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,052 | $367.2K | 0.00% | −404−5.4% | Reduced |
| Passumpsic Savings Bank | 7,248 | $377.4K | 0.21% | +7,248 | New |
| Swiss Life Asset Management Ltd | 7,286 | $379.4K | 0.00% | +7,286 | New |
| Keybank National Association | 7,511 | $391.1K | 0.00% | +7,511 | New |
| Squarepoint Ops LLC | 7,513 | $391.2K | 0.00% | −37,498−83.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,491 | $398.0K | 0.00% | −39−0.5% | Reduced |
| Evolve Private Wealth, LLC | 7,725 | $402.2K | 0.02% | +7,725 | New |
| National Bank of Canada | 7,781 | $405.2K | 0.00% | +286+3.8% | Added |
| Globeflex Capital L P | 7,933 | $413.1K | 0.06% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 8,221 | $428.0K | 0.10% | +8,221 | New |
| Public Employees Retirement Association of Colorado | 8,648 | $450.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 8,656 | $450.7K | 0.01% | −23−0.3% | Reduced |
| RHS Financial, LLC | 8,799 | $458.2K | 0.22% | −298−3.3% | Reduced |
| Pacer Advisors, Inc. | 8,837 | $460.1K | 0.00% | −8,607−49.3% | Reduced |
| James Investment Research Inc | 8,940 | $465.5K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,970 | $467.1K | 0.00% | +1,367+18.0% | Added |
| Commonwealth Equity Services, LLC | 8,995 | $468.4K | 0.00% | −413,252−97.9% | Reduced |
| SummitTX Capital, L.P. | 9,085 | $473.1K | 0.01% | +9,085 | New |
| CAPROCK Group, Inc. | 9,372 | $488.0K | 0.01% | +1,200+14.7% | Added |
| Diversified Trust Co | 9,440 | $491.5K | 0.01% | −40.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,786 | $509.6K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,824 | $511.7K | 0.00% | −29−0.3% | Reduced |
| MBM Wealth Consultants, LLC | 10,028 | $522.2K | 0.12% | +1,025+11.4% | Added |
| Kestra Private Wealth Services, LLC | 10,237 | $533.1K | 0.01% | +407+4.1% | Added |
| US Bancorp | 10,265 | $534.5K | 0.00% | −10−0.1% | Reduced |
| Capital City Trust Co | 10,567 | $550.2K | 0.12% | −995−8.6% | Reduced |
| Wealthcare Advisory Partners LLC | 10,628 | $553.4K | 0.01% | +388+3.8% | Added |
| State of Alaska, Department of Revenue | 10,767 | $560.0K | 0.01% | −560−4.9% | Reduced |
| Staley Capital Advisers Inc | 11,054 | $575.6K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,104 | $578.2K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 11,439 | $595.6K | 0.02% | +800+7.5% | Added |
| Boxwood Ventures, Inc. | 11,613 | $604.7K | 0.61% | 00.0% | Unchanged |
| Anchyra Partners LLC | 11,616 | $604.8K | 0.19% | +11,616 | New |
| Vise Technologies, Inc. | 12,299 | $640.4K | 0.01% | −4,161−25.3% | Reduced |
| Integrated Quantitative Investments LLC | 12,461 | $648.8K | 0.14% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 13,012 | $677.5K | 0.18% | +1,182+10.0% | Added |
| Parallel Advisors, LLC | 13,057 | $679.9K | 0.01% | +1,849+16.5% | Added |
| JMN Financial LLC | 13,502 | $703.1K | 0.70% | +13,502 | New |
| Ameritas Investment Partners, Inc. | 13,544 | $705.2K | 0.02% | −311−2.2% | Reduced |
| Inceptionr LLC | 13,638 | $710.1K | 0.20% | +13,638 | New |
| Oregon Public Employees Retirement Fund | 14,772 | $769.2K | 0.01% | −100−0.7% | Reduced |
| Quantinno Capital Management LP | 14,946 | $778.3K | 0.00% | +4,374+41.4% | Added |
| Nisa Investment Advisors, LLC | 15,248 | $794.0K | 0.00% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 15,575 | $811.0K | 0.10% | 00.0% | Unchanged |