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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 85,187 | $4.44M | 0.08% | +12,090+16.5% | Added |
| Seizert Capital Partners, LLC | 85,331 | $4.44M | 0.19% | +2,807+3.4% | Added |
| Gabelli Funds LLC | 86,569 | $4.51M | 0.03% | −9,824−10.2% | Reduced |
| Kendall Capital Management | 87,635 | $4.56M | 0.95% | +12,980+17.4% | Added |
| Retirement Systems of Alabama | 88,694 | $4.62M | 0.01% | −673−0.8% | Reduced |
| Panagora Asset Management Inc | 91,198 | $4.75M | 0.02% | −318−0.3% | Reduced |
| Point72 Asset Management, L.P. | 91,660 | $4.77M | 0.01% | +91,660 | New |
| Capital Fund Management S.A. | 91,662 | $4.77M | 0.05% | +15,843+20.9% | Added |
| Alpha Omega Wealth Management LLC | 92,962 | $4.84M | 0.80% | −2,132−2.2% | Reduced |
| Engineers Gate Manager LP | 94,937 | $4.94M | 0.06% | +56,730+148.5% | Added |
| CI Private Wealth, LLC | 95,647 | $4.98M | 0.01% | +13,686+16.7% | Added |
| New York State Teachers Retirement System | 96,307 | $5.01M | 0.01% | −4,899−4.8% | Reduced |
| First National Bank of Omaha | 100,254 | $5.32M | 0.16% | +100,254 | New |
| Gamco Investors, Inc. Et Al | 102,649 | $5.34M | 0.05% | −1,243−1.2% | Reduced |
| CIBC World Markets Inc. | 110,328 | $5.74M | 0.01% | −5,602−4.8% | Reduced |
| Assenagon Asset Management S.A. | 116,278 | $6.05M | 0.01% | +31,240+36.7% | Added |
| LPL Financial LLC | 116,891 | $6.09M | 0.00% | −1,788−1.5% | Reduced |
| Legal & General Group Plc | 122,763 | $6.39M | 0.00% | −6,624−5.1% | Reduced |
| Rhumbline Advisers | 125,393 | $6.53M | 0.01% | −6,397−4.9% | Reduced |
| Continental Advisors LLC | 125,859 | $6.55M | 4.25% | −500−0.4% | Reduced |
| BancorpSouth Bank | 128,345 | $6.68M | 0.39% | +323+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 142,991 | $7.45M | 0.04% | +13,822+10.7% | Added |
| Swiss National Bank | 145,317 | $7.57M | 0.00% | −400−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 148,248 | $7.72M | 0.05% | +21,541+17.0% | Added |
| Ruffer LLP | 149,689 | $7.81M | 0.36% | +32,908+28.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 151,600 | $7.89M | 0.01% | +95,911+172.2% | Added |
| Schroder Investment Management Group | 148,902 | $7.90M | 0.01% | −92,250−38.3% | Reduced |
| Factorial Partners, LLC | 153,239 | $7.98M | 5.27% | −6,000−3.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 156,436 | $8.14M | 0.01% | +155,841+26,191.8% | Added |
| UBS Asset Management Americas Inc | 156,697 | $8.16M | 0.00% | −159,370−50.4% | Reduced |
| Principal Financial Group Inc | 156,896 | $8.17M | 0.00% | −4,543−2.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 161,944 | $8.43M | 0.02% | −3,423−2.1% | Reduced |
| Teacher Retirement System of Texas | 163,745 | $8.53M | 0.03% | +24,863+17.9% | Added |
| Cambria Investment Management, L.P. | 165,575 | $8.62M | 0.50% | −89,260−35.0% | Reduced |
| Brandywine Global Investment Management, LLC | 177,533 | $9.24M | 0.06% | +28,854+19.4% | Added |
| Jacobs Levy Equity Management, Inc | 209,330 | $10.9M | 0.04% | +6,640+3.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 211,524 | $11.1M | 0.02% | +30,036+16.5% | Added |
| Burney Co | 218,661 | $11.4M | 0.35% | +83,529+61.8% | Added |
| Robeco Institutional Asset Management B.V. | 220,742 | $11.5M | 0.02% | +12,611+6.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 243,424 | $12.7M | 0.04% | +2,011+0.8% | Added |
| Janney Montgomery Scott LLC | 250,668 | $13.1M | 0.03% | −29,881−10.7% | Reduced |
| Barclays PLC | 266,638 | $13.9M | 0.01% | +53,134+24.9% | Added |
| Alps Advisors Inc | 277,707 | $14.5M | 0.08% | −16,137−5.5% | Reduced |
| Bridgewater Associates, LP | 286,568 | $14.9M | 0.05% | +7,442+2.7% | Added |
| JPMorgan Chase & Co | 288,418 | $15.0M | 0.00% | +69,677+31.9% | Added |
| Voloridge Investment Management, LLC | 296,216 | $15.4M | 0.05% | −21,816−6.9% | Reduced |
| Royce & Associates LP | 304,719 | $15.9M | 0.16% | −6,676−2.1% | Reduced |
| Woodline Partners LP | 305,421 | $15.9M | 0.06% | +305,421 | New |
| Two Sigma Advisers, LP | 308,558 | $16.1M | 0.03% | −120,042−28.0% | Reduced |
| Two Sigma Investments, LP | 383,761 | $20.0M | 0.03% | −130,771−25.4% | Reduced |
| Foundation Resource Management Inc | 395,893 | $20.6M | 2.76% | −935−0.2% | Reduced |
| HighTower Advisors, LLC | 403,839 | $21.0M | 0.02% | −26,401−6.1% | Reduced |
| Renaissance Technologies LLC | 426,300 | $22.2M | 0.03% | −112,051−20.8% | Reduced |
| Vestcor Inc | 432,900 | $22.5M | 0.64% | +106,377+32.6% | Added |
| Kestra Advisory Services, LLC | 457,449 | $23.8M | 0.10% | +457,449 | New |
| Northern Trust Corp | 465,825 | $24.3M | 0.00% | −8,048−1.7% | Reduced |
| Ameriprise Financial Inc | 487,467 | $25.4M | 0.01% | −20,862−4.1% | Reduced |
| Sprott Inc. | 506,385 | $26.4M | 0.94% | −840−0.2% | Reduced |
| Man Group plc | 516,182 | $26.9M | 0.05% | +59,719+13.1% | Added |
| Alliancebernstein L.P. | 542,224 | $28.2M | 0.01% | −89,898−14.2% | Reduced |
| Bank of America Corp | 564,824 | $29.4M | 0.00% | −40,985−6.8% | Reduced |
| First Trust Advisors LP | 583,788 | $30.4M | 0.02% | +38,286+7.0% | Added |
| Jupiter Asset Management Ltd | 589,140 | $30.7M | 0.25% | +61,772+11.7% | Added |
| Bank of New York Mellon Corp | 679,203 | $35.4M | 0.01% | −131,370−16.2% | Reduced |
| Goldman Sachs Group Inc | 730,980 | $38.1M | 0.01% | +128,784+21.4% | Added |
| Qube Research & Technologies Ltd | 782,319 | $40.7M | 0.06% | +3,373+0.4% | Added |
| Morgan Stanley | 825,452 | $43.0M | 0.00% | −100,418−10.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 848,595 | $44.2M | 0.03% | +44,212+5.5% | Added |
| UBS Group AG | 984,054 | $51.2M | 0.01% | +74,438+8.2% | Added |
| Allianz Asset Management GmbH | 1,161,812 | $60.5M | 0.07% | +153,591+15.2% | Added |
| Victory Capital Management Inc | 1,394,622 | $72.6M | 0.04% | +615,130+78.9% | Added |
| Geode Capital Management, LLC | 1,409,852 | $73.4M | 0.00% | +73,984+5.5% | Added |
| State Street Corp | 1,799,452 | $93.7M | 0.00% | −50,245−2.7% | Reduced |
| Dimensional Fund Advisors LP | 2,308,783 | $120.2M | 0.03% | +1,507+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,662,853 | $138.7M | 15.63% | +5,590+0.2% | Added |
| Invesco Ltd. | 2,751,323 | $143.3M | 0.01% | −188,585−6.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,786,066 | $145.1M | 0.49% | −31,688−1.1% | Reduced |
| LSV Asset Management | 2,890,276 | $150.5M | 0.33% | +489,275+20.4% | Added |
| Charles Schwab Investment Management Inc | 3,032,060 | $157.9M | 0.02% | +12,348+0.4% | Added |
| AQR Capital Management LLC | 3,036,239 | $158.1M | 0.08% | +50,067+1.7% | Added |
| FMR LLC | 4,957,133 | $258.1M | 0.01% | +12,109+0.2% | Added |
| BlackRock, Inc. | 5,656,292 | $294.5M | 0.01% | +48,011+0.9% | Added |
| Vanguard Group Inc | 8,245,538 | $429.3M | 0.01% | −229,511−2.7% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −326,545−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −120,913−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −55,604−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −53,420−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −38,200−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −37,813−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −36,535−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −31,201−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,437−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −29,025−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −19,530−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −17,715−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −9,810−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,573−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −9,417−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −8,604−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |