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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 3,605 | $204.4K | 0.00% | +3,605 | New |
| Rehmann Capital Advisory Group | 3,661 | $207.6K | 0.01% | +3,661 | New |
| Federation des caisses Desjardins du Quebec | 3,682 | $208.8K | 0.00% | +552+17.6% | Added |
| DekaBank Deutsche Girozentrale | 3,693 | $211.0K | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 3,790 | $214.9K | 0.01% | +3,790 | New |
| State of Wyoming | 3,812 | $216.2K | 0.03% | −2,850−42.8% | Reduced |
| Hohimer Wealth Management, LLC | 3,814 | $216.3K | 0.03% | −260−6.4% | Reduced |
| Moran Wealth Management, LLC | 3,873 | $219.6K | 0.01% | +3,873 | New |
| Insigneo Advisory Services, LLC | 3,893 | $220.8K | 0.02% | +3,893 | New |
| Guyasuta Investment Advisors Inc | 4,000 | $226.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,088 | $231.8K | 0.00% | −2,415−37.1% | Reduced |
| Amundi | 4,096 | $232.3K | 0.00% | +4,096 | New |
| Nuveen, LLC | 4,181 | $237.1K | 0.00% | +4,181 | New |
| Snowden Capital Advisors LLC | 4,246 | $240.8K | 0.01% | −118−2.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,297 | $243.7K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,392 | $249.1K | 0.07% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,399 | $249.5K | 0.07% | +4,399 | New |
| Paragon Capital Management Ltd | 4,492 | $254.8K | 0.05% | −210−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 4,555 | $258.4K | 0.00% | +3,559+357.3% | Added |
| TD Private Client Wealth LLC | 4,652 | $263.8K | 0.01% | −154−3.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,763 | $270.1K | 0.02% | −903−15.9% | Reduced |
| Vision Financial Markets LLC | 4,818 | $273.2K | 0.27% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 5,000 | $283.6K | 0.00% | +5,000 | New |
| Park Avenue Securities LLC | 5,026 | $285.0K | 0.00% | +5,026 | New |
| Crossmark Global Holdings, Inc. | 5,027 | $285.1K | 0.00% | −40−0.8% | Reduced |
| Private Advisor Group, LLC | 5,062 | $287.1K | 0.00% | −10−0.2% | Reduced |
| Hardy Reed LLC | 5,086 | $288.4K | 0.02% | −4−0.1% | Reduced |
| Graham Capital Management, L.P. | 5,135 | $291.2K | 0.01% | −1,687−24.7% | Reduced |
| Atria Investments LLC | 5,319 | $301.6K | 0.00% | +50+0.9% | Added |
| Lawood & Co | 5,332 | $302.4K | 0.28% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,513 | $308.7K | 0.00% | +656+13.5% | Added |
| Securian Asset Management, Inc | 5,447 | $308.9K | 0.01% | +112+2.1% | Added |
| Gilman Hill Asset Management, LLC | 5,494 | $311.6K | 0.05% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 5,523 | $313.2K | 0.03% | +33+0.6% | Added |
| Ensign Peak Advisors, Inc | 5,536 | $313.9K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,560 | $315.3K | 0.04% | +5,560 | New |
| Outlook Wealth Advisors, LLC | 5,893 | $334.2K | 0.08% | +31+0.5% | Added |
| Federated Hermes, Inc. | 5,943 | $337.0K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 6,232 | $353.4K | 0.04% | +27+0.4% | Added |
| RiverFront Investment Group, LLC | 6,272 | $355.7K | 0.01% | +528+9.2% | Added |
| Prelude Capital Management, LLC | 6,365 | $361.0K | 0.03% | +6,365 | New |
| Pathstone Holdings, LLC | 6,428 | $364.5K | 0.00% | −6−0.1% | Reduced |
| EP Wealth Advisors, LLC | 6,478 | $367.4K | 0.00% | +186+3.0% | Added |
| Manning & Napier Advisors LLC | 6,619 | $371.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,562 | $372.1K | 0.01% | +1,841+39.0% | Added |
| Principal Securities, Inc. | 6,760 | $383.4K | 0.01% | +6,760 | New |
| Bill Few Associates, Inc. | 6,783 | $384.7K | 0.09% | +6,783 | New |
| Ronald Blue Trust, Inc. | 6,943 | $393.7K | 0.00% | −109−1.5% | Reduced |
| Keybank National Association | 7,010 | $397.5K | 0.00% | −501−6.7% | Reduced |
| National Bank of Canada | 7,031 | $398.9K | 0.00% | −750−9.6% | Reduced |
| CWM, LLC | 7,038 | $399.1K | 0.00% | +500+7.6% | Added |
| State of Wisconsin Investment Board | 7,134 | $404.6K | 0.00% | +2,841+66.2% | Added |
| Swiss Life Asset Management Ltd | 7,393 | $419.3K | 0.00% | +107+1.5% | Added |
| Bank of Montreal | 7,425 | $421.1K | 0.00% | +861+13.1% | Added |
| Cynosure Management, LLC | 7,490 | $424.8K | 0.05% | +7,490 | New |
| Evolve Private Wealth, LLC | 7,725 | $438.1K | 0.02% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 7,851 | $445.2K | 0.39% | +2,830+56.4% | Added |
| Globeflex Capital L P | 7,933 | $449.9K | 0.07% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 7,935 | $450.0K | 0.01% | +7,935 | New |
| Advyzon Investment Management, LLC | 8,053 | $456.7K | 0.04% | +3,459+75.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,921 | $457.9K | 0.00% | +430+5.7% | Added |
| Horizon Kinetics Asset Management LLC | 8,569 | $485.9K | 0.01% | −87−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,648 | $490.0K | 0.00% | 00.0% | Unchanged |
| RHS Financial, LLC | 8,715 | $494.2K | 0.23% | −84−1.0% | Reduced |
| Capital City Trust Co | 8,717 | $494.3K | 0.11% | −1,850−17.5% | Reduced |
| Stifel Financial Corp | 8,814 | $500.0K | 0.00% | −1,010−10.3% | Reduced |
| Advisors Preferred, LLC | 8,823 | $500.4K | 0.07% | +3,781+75.0% | Added |
| Commonwealth Equity Services, LLC | 8,842 | $501.4K | 0.00% | −153−1.7% | Reduced |
| James Investment Research Inc | 8,952 | $507.7K | 0.06% | +12+0.1% | Added |
| Catalyst Financial Partners LLC | 8,974 | $508.9K | 0.06% | +8,974 | New |
| Whittier Trust Co of Nevada Inc | 9,000 | $517.9K | 0.01% | +9,000 | New |
| Farther Finance Advisors, LLC | 9,230 | $535.8K | 0.01% | +2,388+34.9% | Added |
| Brevan Howard Capital Management LP | 9,604 | $544.6K | 0.01% | −18,691−66.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,711 | $550.7K | 0.03% | −75−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 9,820 | $556.9K | 0.01% | −417−4.1% | Reduced |
| Andina Capital Management, LLC | 10,040 | $569.4K | 0.50% | +10,040 | New |
| FJ Capital Management LLC | 10,359 | $587.5K | 0.07% | +5,976+136.3% | Added |
| CAPROCK Group, Inc. | 10,359 | $587.5K | 0.01% | +987+10.5% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $595.5K | 0.13% | +10,500 | New |
| US Bancorp | 10,522 | $596.7K | 0.00% | +257+2.5% | Added |
| MBM Wealth Consultants, LLC | 10,623 | $602.4K | 0.14% | +595+5.9% | Added |
| First National Trust Co | 10,654 | $604.2K | 0.02% | −785−6.9% | Reduced |
| Wealthcare Advisory Partners LLC | 10,733 | $608.7K | 0.01% | +105+1.0% | Added |
| State of Alaska, Department of Revenue | 10,767 | $610.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10,882 | $617.0K | 0.00% | +2,045+23.1% | Added |
| Jane Street Group, LLC | 10,885 | $617.3K | 0.00% | +6,366+140.9% | Added |
| Staley Capital Advisers Inc | 11,054 | $626.9K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 11,144 | $632.0K | 0.01% | +1,704+18.1% | Added |
| Vise Technologies, Inc. | 12,299 | $640.4K | 0.01% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 11,613 | $658.6K | 0.70% | 00.0% | Unchanged |
| Anchyra Partners LLC | 11,616 | $658.7K | 0.20% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,773 | $667.6K | 0.01% | +7,441+171.8% | Added |
| Pictet Asset Management Holding SA | 12,059 | $683.9K | 0.00% | +955+8.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,431 | $705.0K | 0.00% | +6,393+105.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,489 | $708.3K | 0.01% | +12,489 | New |
| Allstate Corp | 12,928 | $733.1K | 0.01% | +12,928 | New |
| Neuberger Berman Group LLC | 12,931 | $733.3K | 0.00% | −7,037−35.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 13,109 | $743.4K | 0.20% | +97+0.7% | Added |
| Cim Investment Mangement Inc | 13,251 | $751.5K | 0.20% | +6,508+96.5% | Added |
| Ameritas Investment Partners, Inc. | 13,544 | $768.1K | 0.02% | 00.0% | Unchanged |