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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 10,628 | $553.4K | 0.01% | +388+3.8% | Added |
| Capital City Trust Co | 10,567 | $550.2K | 0.12% | −995−8.6% | Reduced |
| US Bancorp | 10,265 | $534.5K | 0.00% | −10−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 10,237 | $533.1K | 0.01% | +407+4.1% | Added |
| MBM Wealth Consultants, LLC | 10,028 | $522.2K | 0.12% | +1,025+11.4% | Added |
| Stifel Financial Corp | 9,824 | $511.7K | 0.00% | −29−0.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,786 | $509.6K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 9,440 | $491.5K | 0.01% | −40.0% | Reduced |
| CAPROCK Group, Inc. | 9,372 | $488.0K | 0.01% | +1,200+14.7% | Added |
| SummitTX Capital, L.P. | 9,085 | $473.1K | 0.01% | +9,085 | New |
| Commonwealth Equity Services, LLC | 8,995 | $468.4K | 0.00% | −413,252−97.9% | Reduced |
| Mercer Global Advisors Inc | 8,970 | $467.1K | 0.00% | +1,367+18.0% | Added |
| James Investment Research Inc | 8,940 | $465.5K | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 8,837 | $460.1K | 0.00% | −8,607−49.3% | Reduced |
| RHS Financial, LLC | 8,799 | $458.2K | 0.22% | −298−3.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 8,656 | $450.7K | 0.01% | −23−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,648 | $450.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 8,221 | $428.0K | 0.10% | +8,221 | New |
| Globeflex Capital L P | 7,933 | $413.1K | 0.06% | 00.0% | Unchanged |
| National Bank of Canada | 7,781 | $405.2K | 0.00% | +286+3.8% | Added |
| Evolve Private Wealth, LLC | 7,725 | $402.2K | 0.02% | +7,725 | New |
| Wealth Enhancement Advisory Services, LLC | 7,491 | $398.0K | 0.00% | −39−0.5% | Reduced |
| Squarepoint Ops LLC | 7,513 | $391.2K | 0.00% | −37,498−83.3% | Reduced |
| Keybank National Association | 7,511 | $391.1K | 0.00% | +7,511 | New |
| Swiss Life Asset Management Ltd | 7,286 | $379.4K | 0.00% | +7,286 | New |
| Passumpsic Savings Bank | 7,248 | $377.4K | 0.21% | +7,248 | New |
| Ronald Blue Trust, Inc. | 7,052 | $367.2K | 0.00% | −404−5.4% | Reduced |
| Avantax Planning Partners, Inc. | 7,000 | $364.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,842 | $356.2K | 0.00% | +5,972+686.4% | Added |
| Graham Capital Management, L.P. | 6,822 | $355.2K | 0.01% | −37,589−84.6% | Reduced |
| Cim Investment Mangement Inc | 6,743 | $351.1K | 0.09% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 6,619 | $351.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 6,692 | $348.5K | 0.02% | +2,610+63.9% | Added |
| State of Wyoming | 6,662 | $346.9K | 0.04% | +2,331+53.8% | Added |
| Guggenheim Capital LLC | 6,599 | $343.6K | 0.00% | +6,599 | New |
| Bank of Montreal | 6,564 | $341.8K | 0.00% | −33−0.5% | Reduced |
| CWM, LLC | 6,538 | $340.0K | 0.00% | +376+6.1% | Added |
| Northwestern Mutual Wealth Management Co | 6,503 | $338.6K | 0.00% | +4,915+309.5% | Added |
| Pathstone Holdings, LLC | 6,434 | $335.0K | 0.00% | −2,264−26.0% | Reduced |
| Verition Fund Management LLC | 6,400 | $333.2K | 0.00% | −39,990−86.2% | Reduced |
| EP Wealth Advisors, LLC | 6,292 | $327.6K | 0.00% | +6,292 | New |
| Sym Financial Corp | 6,205 | $323.1K | 0.03% | −492−7.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,038 | $314.4K | 0.00% | +6,038 | New |
| Federated Hermes, Inc. | 5,943 | $309.5K | 0.00% | −1,090−15.5% | Reduced |
| Outlook Wealth Advisors, LLC | 5,862 | $305.2K | 0.07% | +33+0.6% | Added |
| NDVR, Inc. | 5,841 | $304.1K | 0.25% | −615−9.5% | Reduced |
| RiverFront Investment Group, LLC | 5,744 | $299.1K | 0.00% | +256+4.7% | Added |
| Sound View Wealth Advisors Group, LLC | 5,666 | $295.0K | 0.02% | −220−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 5,536 | $288.3K | 0.00% | −11,300−67.1% | Reduced |
| Mangrove Partners | 5,509 | $286.9K | 0.02% | +5,509 | New |
| Gilman Hill Asset Management, LLC | 5,494 | $286.1K | 0.05% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 5,490 | $285.9K | 0.03% | +5,490 | New |
| Securian Asset Management, Inc | 5,335 | $277.8K | 0.01% | −200−3.6% | Reduced |
| Lawood & Co | 5,332 | $277.6K | 0.26% | +5,332 | New |
| Atria Investments LLC | 5,269 | $274.4K | 0.00% | +107+2.1% | Added |
| Three Seasons Wealth, LLC | 5,143 | $267.8K | 0.03% | 00.0% | Unchanged |
| Hardy Reed LLC | 5,090 | $265.0K | 0.02% | +86+1.7% | Added |
| Private Advisor Group, LLC | 5,072 | $264.1K | 0.00% | +439+9.5% | Added |
| Advisors Preferred, LLC | 5,042 | $264.1K | 0.04% | +488+10.7% | Added |
| Crossmark Global Holdings, Inc. | 5,067 | $263.8K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 5,035 | $262.2K | 0.13% | +5,035 | New |
| Stirlingshire Investments, Inc. | 5,021 | $261.4K | 0.23% | +5,021 | New |
| Tower Research Capital LLC (TRC) | 4,920 | $256.2K | 0.01% | +3,046+162.5% | Added |
| United Capital Financial Advisers, LLC | 4,858 | $253.0K | 0.00% | +4,858 | New |
| Jones Financial Companies LLLP | 4,857 | $252.9K | 0.00% | +222+4.8% | Added |
| Vision Financial Markets LLC | 4,818 | $250.9K | 0.26% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,806 | $250.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,721 | $245.8K | 0.00% | +28+0.6% | Added |
| Paragon Capital Management Ltd | 4,702 | $244.9K | 0.05% | +32+0.7% | Added |
| Advyzon Investment Management, LLC | 4,594 | $239.2K | 0.03% | +259+6.0% | Added |
| R Squared Ltd | 4,553 | $237.1K | 0.11% | +4,553 | New |
| Jane Street Group, LLC | 4,519 | $235.3K | 0.00% | −62,187−93.2% | Reduced |
| Global Retirement Partners, LLC | 4,511 | $234.9K | 0.00% | +1,176+35.3% | Added |
| GF Fund Management Co. Ltd. | 4,461 | $232.3K | 0.00% | +4,461 | New |
| Centiva Capital, LP | 4,445 | $231.5K | 0.01% | −4,603−50.9% | Reduced |
| EntryPoint Capital, LLC | 4,392 | $228.7K | 0.09% | 00.0% | Unchanged |
| FJ Capital Management LLC | 4,383 | $228.2K | 0.03% | −496−10.2% | Reduced |
| D. E. Shaw & Co., Inc. | 4,371 | $227.6K | 0.00% | −5,399−55.3% | Reduced |
| Snowden Capital Advisors LLC | 4,364 | $227.2K | 0.01% | +124+2.9% | Added |
| Intech Investment Management LLC | 4,332 | $225.6K | 0.00% | +4,332 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,297 | $223.7K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,293 | $223.5K | 0.00% | −2,955−40.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,231 | $220.3K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,134 | $215.0K | 0.00% | +4,134 | New |
| Hohimer Wealth Management, LLC | 4,074 | $212.1K | 0.03% | −22−0.5% | Reduced |
| Virtu Financial LLC | 4,067 | $212.0K | 0.01% | +4,067 | New |
| Fragasso Group Inc. | 4,027 | $209.7K | 0.01% | +4,027 | New |
| Guyasuta Investment Advisors Inc | 4,000 | $208.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,130 | $163.0K | 0.00% | +3,130 | New |
| Bryn Mawr Trust Co | 3,065 | $159.6K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,980 | $155.0K | 0.01% | +57+2.0% | Added |
| GAMMA Investing LLC | 2,734 | $142.4K | 0.01% | +210+8.3% | Added |
| KBC Group NV | 2,689 | $140.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,693 | $134.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,360 | $122.9K | 0.04% | +2,360 | New |
| Exchange Traded Concepts, LLC | 2,060 | $107.3K | 0.00% | +2,060 | New |
| Umb Bank N A | 1,962 | $102.2K | 0.00% | +14+0.7% | Added |
| EverSource Wealth Advisors, LLC | 1,807 | $94.1K | 0.00% | +54+3.1% | Added |
| C M Bidwell & Associates Ltd | 1,739 | $90.5K | 0.04% | +15+0.9% | Added |
| Danske Bank A/S | 1,600 | $83.3K | 0.00% | −22,298−93.3% | Reduced |