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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 1,129 | $58.8K | 0.00% | +125+12.5% | Added |
| City State Bank | 1,030 | $53.6K | 0.01% | −50−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,010 | $52.6K | 0.00% | +1+0.1% | Added |
| Rockefeller Capital Management L.P. | 996 | $51.9K | 0.00% | +194+24.2% | Added |
| WealthCollab, LLC | 921 | $48.0K | 0.02% | +12+1.3% | Added |
| Caitong International Asset Management Co., Ltd | 863 | $44.9K | 0.01% | +594+220.8% | Added |
| Parkside Financial Bank & Trust | 848 | $44.2K | 0.00% | +503+145.8% | Added |
| CIBC Private Wealth Group, LLC | 736 | $38.3K | 0.00% | +401+119.7% | Added |
| Assetmark, Inc | 699 | $36.4K | 0.00% | −98−12.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 615 | $32.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 592 | $30.8K | 0.00% | +36+6.5% | Added |
| Smartleaf Asset Management LLC | 536 | $28.4K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 519 | $27.0K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 473 | $24.6K | 0.01% | +473 | New |
| Allworth Financial LP | 461 | $24.0K | 0.00% | +61+15.3% | Added |
| WPG Advisers, LLC | 451 | $23.5K | 0.02% | +4+0.9% | 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 |
| Hantz Financial Services, Inc. | 424 | $22.0K | 0.00% | +291+218.8% | Added |
| Quadrant Capital Group LLC | 417 | $21.7K | 0.00% | −762−64.6% | Reduced |
| 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 |
| Central Trust Co | 370 | $19.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 340 | $17.7K | 0.00% | −14−4.0% | Reduced |
| MAI Capital Management | 334 | $17.4K | 0.00% | −142−29.8% | Reduced |
| Root Financial Partners, LLC | 334 | $17.4K | 0.00% | +35+11.7% | Added |
| Bayforest Capital Ltd | 277 | $14.4K | 0.01% | +277 | New |
| Pinnacle Wealth Planning Services, Inc. | 262 | $13.6K | 0.00% | +262 | New |
| Clearstead Advisors, LLC | 248 | $12.9K | 0.00% | +158+175.6% | Added |
| Keating Financial Advisory Services, Inc. | 237 | $12.3K | 0.00% | +237 | New |
| Bessemer Group Inc | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 209 | $10.9K | 0.00% | +34+19.4% | Added |
| Covestor Ltd | 181 | $9.00K | 0.00% | +2+1.1% | Added |
| Harbour Investments, Inc. | 162 | $8.44K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 158 | $8.23K | 0.01% | +158 | New |
| Private Trust Co NA | 145 | $7.55K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $7.29K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $7.24K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 141 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 134 | $6.98K | 0.00% | +55+69.6% | Added |
| IMG Wealth Management, Inc. | 126 | $6.56K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 121 | $6.30K | 0.00% | +121 | New |
| Private Wealth Management Group, LLC | 111 | $5.78K | 0.00% | −6−5.1% | Reduced |
| Costello Asset Management, INC | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| Elyxium Wealth, LLC | 96 | $5.00K | 0.00% | +96 | New |
| Bell Investment Advisors, Inc | 93 | $4.84K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 92 | $4.79K | 0.00% | −6−6.1% | Reduced |
| Essential Partners LLC | 81 | $4.22K | 0.00% | −82−50.3% | Reduced |
| Motiv8 Investments LLC | 75 | $4.00K | 0.00% | +75 | New |
| CVA Family Office, LLC | 74 | $3.85K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 73 | $3.80K | 0.00% | +73 | New |
| Basepoint Wealth LLC | 71 | $3.70K | 0.00% | +71 | New |
| Optima Capital LLC | 65 | $3.38K | 0.00% | +65 | New |
| Dogwood Wealth Management LLC | 63 | $3.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 62 | $3.23K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 60 | $3.13K | 0.00% | +60 | New |
| Rothschild Investment LLC | 56 | $2.92K | 0.00% | +56 | New |
| Hilltop National Bank | 50 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 43 | $2.24K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 40 | $2.08K | 0.00% | +40 | New |
| Navigoe, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 35 | $1.82K | 0.00% | +15+75.0% | Added |
| Fortitude Family Office, LLC | 32 | $1.67K | 0.00% | −12−27.3% | Reduced |
| Bare Financial Services, Inc | 31 | $1.61K | 0.00% | +18+138.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 25 | $1.30K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $938 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $937 | 0.00% | −8,847−99.8% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $937 | 0.00% | +18 | New |
| Manchester Capital Management LLC | 16 | $834 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 15 | $782 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 13 | $677 | 0.00% | −228−94.6% | Reduced |
| Hughes Financial Services, LLC | 10 | $521 | 0.00% | −3−23.1% | Reduced |
| Massmutual Trust Co FSB | 9 | $469 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $469 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $417 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $416 | 0.00% | +1+14.3% | Added |
| True Wealth Design, LLC | 7 | $365 | 0.00% | +4+133.3% | Added |
| Dunhill Financial, LLC | 2 | $84 | 0.00% | +2 | New |
| 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 |