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, Q1 2026
Institutional positions in Federated Hermes, Inc. as of Mar 31, 2026. 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
- 400
- +27 vs. Q4 2025
- Shares held
- 65.5M
- +5.83M (+9.8%) vs. Q4 2025
- Total value
- $3.71B
- +$604.4M (+19.4%) vs. Q4 2025
- New holders
- 66
- 142 more added
- Sold out
- 39
- 126 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $90 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 3 | $170 | 0.00% | +3 | New |
| Curio Wealth, LLC | 4 | $227 | 0.00% | +4 | New |
| TopTier Wealth Management, LLC | 4 | $227 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $227 | 0.00% | +4 | New |
| True Wealth Design, LLC | 7 | $397 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $510 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $510 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 9 | $511 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 12 | $681 | 0.00% | −6−33.3% | Reduced |
| Manchester Capital Management LLC | 16 | $908 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $1.02K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 19 | $1.08K | 0.00% | −844−97.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 19 | $1.08K | 0.00% | +11+137.5% | Added |
| SJS Investment Consulting Inc. | 19 | $1.08K | 0.00% | +4+26.7% | Added |
| Frazier Financial Advisors, LLC | 19 | $1.08K | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 20 | $1.14K | 0.00% | +12+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 24 | $1.36K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 35 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 40 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 40 | $2.27K | 0.00% | +9+29.0% | Added |
| Sunbelt Securities, Inc. | 43 | $2.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $2.55K | 0.00% | +27+150.0% | Added |
| Basepoint Wealth LLC | 47 | $2.67K | 0.00% | −24−33.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 48 | $2.72K | 0.00% | −189−79.7% | Reduced |
| Hilltop National Bank | 50 | $2.84K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 51 | $2.89K | 0.00% | −70−57.9% | Reduced |
| ZRC Wealth Management, LLC | 52 | $2.95K | 0.00% | +52 | New |
| Navigoe, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 53 | $3.01K | 0.00% | +53 | New |
| Wall Street Financial Group, Inc. | 53 | $3.01K | 0.00% | +53 | New |
| Farmers & Merchants Investments Inc | 62 | $3.52K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 67 | $3.80K | 0.00% | −6−8.2% | Reduced |
| Operose Advisors LLC | 67 | $3.80K | 0.00% | +67 | New |
| Rothschild Investment LLC | 76 | $4.31K | 0.00% | +20+35.7% | Added |
| Essential Partners LLC | 81 | $4.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 85 | $4.82K | 0.00% | +53+165.6% | Added |
| Bell Investment Advisors, Inc | 93 | $5.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $5.56K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $5.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 104 | $5.90K | 0.00% | +6+6.1% | Added |
| Private Wealth Management Group, LLC | 111 | $6.29K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 114 | $6.46K | 0.00% | +22+23.9% | Added |
| Dogwood Wealth Management LLC | 123 | $6.97K | 0.00% | +60+95.2% | Added |
| IFP Advisors, Inc | 134 | $7.60K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $7.88K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $7.94K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 141 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $8.22K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 155 | $8.79K | 0.01% | −3−1.9% | Reduced |
| UMA Financial Services, Inc. | 169 | $9.58K | 0.00% | +71+72.4% | Added |
| Covestor Ltd | 193 | $11.0K | 0.01% | +12+6.6% | Added |
| Atlantic Trust, LLC | 209 | $11.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 212 | $12.0K | 0.00% | +138+186.5% | Added |
| Harbour Investments, Inc. | 243 | $13.8K | 0.00% | +81+50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 262 | $14.9K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $17.0K | 0.00% | −1,300−81.3% | Reduced |
| Richardson Financial Services Inc. | 302 | $17.1K | 0.01% | −98−24.5% | Reduced |
| Bessemer Group Inc | 335 | $19.0K | 0.00% | +110+48.9% | Added |
| Advisory Services Network, LLC | 351 | $19.9K | 0.00% | +351 | New |
| Central Trust Co | 370 | $21.0K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 393 | $22.3K | 0.02% | +393 | New |
| N.E.W. Advisory Services LLC | 400 | $22.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 428 | $24.3K | 0.00% | +428 | New |
| WFA of San Diego, LLC | 435 | $24.7K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 438 | $24.8K | 0.02% | −13−2.9% | Reduced |
| Vermillion Wealth Management, Inc. | 439 | $24.9K | 0.01% | +4+0.9% | Added |
| Daiwa Securities Group Inc. | 519 | $29.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 536 | $30.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 553 | $31.4K | 0.00% | +92+20.0% | Added |
| Root Financial Partners, LLC | 571 | $32.4K | 0.00% | +237+71.0% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $35.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 763 | $43.3K | 0.00% | +64+9.2% | Added |
| Hantz Financial Services, Inc. | 777 | $44.0K | 0.00% | +353+83.3% | Added |
| MAI Capital Management | 827 | $46.9K | 0.00% | +493+147.6% | Added |
| City State Bank | 885 | $50.2K | 0.01% | −145−14.1% | Reduced |
| New York State Common Retirement Fund | 912 | $51.7K | 0.00% | +912 | New |
| WealthCollab, LLC | 921 | $52.2K | 0.02% | 00.0% | Unchanged |
| CFG Wealth Management Services, Inc. | 1,090 | $61.8K | 0.06% | +1,090 | New |
| Neo Ivy Capital Management | 1,200 | $68.1K | 0.02% | +1,200 | New |
| Cullen/Frost Bankers, Inc. | 1,231 | $69.8K | 0.00% | −3,000−70.9% | Reduced |
| C M Bidwell & Associates Ltd | 1,312 | $74.4K | 0.03% | −427−24.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,382 | $78.4K | 0.00% | +372+36.8% | Added |
| Parkside Financial Bank & Trust | 1,415 | $80.2K | 0.01% | +567+66.9% | Added |
| Park Place Capital Corp | 1,420 | $80.5K | 0.02% | +1,420 | New |
| Simplex Trading, LLC | 1,479 | $83.9K | 0.00% | +1,479 | New |
| AdvisorNet Financial, Inc | 1,563 | $88.6K | 0.00% | +434+38.4% | Added |
| Quadrant Capital Group LLC | 1,578 | $89.5K | 0.00% | +1,161+278.4% | Added |
| Umb Bank N A | 1,993 | $113.0K | 0.00% | +31+1.6% | Added |
| Harbor Capital Advisors, Inc. | 2,184 | $124.0K | 0.01% | −796−26.7% | Reduced |
| Bryn Mawr Trust Co | 2,290 | $129.9K | 0.00% | −775−25.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,448 | $138.8K | 0.00% | +388+18.8% | Added |
| KBC Group NV | 2,689 | $152.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,967 | $168.3K | 0.01% | +233+8.5% | Added |
| EverSource Wealth Advisors, LLC | 3,012 | $170.8K | 0.01% | +1,205+66.7% | Added |
| Tower Research Capital LLC (TRC) | 3,136 | $177.8K | 0.00% | −1,784−36.3% | Reduced |
| Acadian Asset Management LLC | 3,577 | $202.0K | 0.00% | −29,991−89.3% | Reduced |
| Kathmere Capital Management, LLC | 3,573 | $202.6K | 0.01% | +3,573 | New |