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 |
|---|---|---|---|---|---|
| Verdad Advisers, LP | 13,710 | $777.5K | 0.88% | +13,710 | New |
| Sanctuary Advisors, LLC | 13,711 | $777.6K | 0.00% | +13,711 | New |
| Engineers Gate Manager LP | 14,506 | $822.6K | 0.01% | −80,431−84.7% | Reduced |
| JMN Financial LLC | 14,685 | $832.8K | 0.82% | +1,183+8.8% | Added |
| Parallel Advisors, LLC | 15,090 | $855.8K | 0.02% | +2,033+15.6% | Added |
| Oregon Public Employees Retirement Fund | 15,172 | $860.4K | 0.01% | +400+2.7% | Added |
| Nisa Investment Advisors, LLC | 15,206 | $862.3K | 0.00% | −42−0.3% | Reduced |
| Rodgers Brothers Inc. | 15,225 | $863.4K | 0.10% | −350−2.2% | Reduced |
| Marshall Wace, LLP | 15,853 | $899.0K | 0.00% | −5,077−24.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,556 | $938.9K | 0.01% | +21+0.1% | Added |
| Toroso Investments, LLC | 16,621 | $942.6K | 0.00% | −442−2.6% | Reduced |
| 1620 Investment Advisors, Inc. | 17,234 | $977.3K | 0.66% | +190+1.1% | Added |
| Captrust Financial Advisors | 17,262 | $978.9K | 0.00% | +17,262 | New |
| RFG Advisory, LLC | 17,268 | $979.3K | 0.02% | +17,268 | New |
| New Mexico Educational Retirement Board | 17,300 | $981.0K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 17,397 | $986.6K | 0.00% | −16,330−48.4% | Reduced |
| Susquehanna International Group, LLP | 17,720 | $1.00M | 0.00% | +17,720 | New |
| State of Michigan Retirement System | 17,776 | $1.01M | 0.01% | +300+1.7% | Added |
| Quantinno Capital Management LP | 17,964 | $1.02M | 0.00% | +3,018+20.2% | Added |
| MML Investors Services, LLC | 18,230 | $1.03M | 0.00% | +18,230 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,516 | $1.05M | 0.01% | +23+0.1% | Added |
| S&T Bank | 19,311 | $1.10M | 0.41% | −7,530−28.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 19,433 | $1.10M | 0.00% | +19,433 | New |
| United Capital Financial Advisers, LLC | 19,494 | $1.11M | 0.01% | +14,636+301.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,165 | $1.14M | 0.01% | +1,873+10.2% | Added |
| Arizona State Retirement System | 20,236 | $1.15M | 0.01% | −178−0.9% | Reduced |
| Yousif Capital Management, LLC | 20,690 | $1.17M | 0.01% | −1,294−5.9% | Reduced |
| Palisade Asset Management, LLC | 21,160 | $1.20M | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,203 | $1.20M | 0.00% | +1,815+9.4% | Added |
| Louisiana State Employees Retirement System | 21,400 | $1.21M | 0.02% | +1,000+4.9% | Added |
| Marshall Financial Group LLC | 21,541 | $1.22M | 0.20% | −113−0.5% | Reduced |
| Wedge Capital Management L L P | 22,297 | $1.26M | 0.02% | −2,726−10.9% | Reduced |
| Assenagon Asset Management S.A. | 22,661 | $1.29M | 0.00% | −93,617−80.5% | Reduced |
| Novem Group | 22,753 | $1.29M | 0.15% | +1,019+4.7% | Added |
| Guggenheim Capital LLC | 22,983 | $1.30M | 0.01% | +16,384+248.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,201 | $1.32M | 0.00% | −17,300−42.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,419 | $1.33M | 0.01% | −5,000−17.6% | Reduced |
| Wells Fargo & Company | 23,594 | $1.34M | 0.00% | +6,231+35.9% | Added |
| Deutsche Bank AG | 24,631 | $1.40M | 0.00% | +98+0.4% | Added |
| Fifth Third Bancorp | 25,327 | $1.44M | 0.00% | +24,735+4,178.2% | Added |
| McMahon Financial Advisors, LLC | 25,950 | $1.47M | 0.29% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 27,191 | $1.54M | 0.01% | +9,454+53.3% | Added |
| Natixis | 27,400 | $1.55M | 0.01% | +27,400 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,645 | $1.57M | 0.00% | +4,034+17.1% | Added |
| Campbell & CO Investment Adviser LLC | 27,835 | $1.58M | 0.09% | +9,700+53.5% | Added |
| Mutual of America Capital Management LLC | 28,321 | $1.61M | 0.02% | −2,435−7.9% | Reduced |
| Baird Financial Group, Inc. | 28,596 | $1.62M | 0.00% | −101−0.4% | Reduced |
| Radnor Capital Management, LLC | 28,695 | $1.63M | 0.24% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 29,073 | $1.65M | 0.00% | +29,073 | New |
| Concurrent Investment Advisors, LLC | 29,487 | $1.67M | 0.02% | +29,487 | New |
| Amalgamated Bank | 29,627 | $1.68M | 0.01% | +830+2.9% | Added |
| Handelsbanken Fonder AB | 29,853 | $1.69M | 0.01% | +2,200+8.0% | Added |
| CWA Asset Management Group, LLC | 29,858 | $1.69M | 0.06% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 29,900 | $1.70M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 30,015 | $1.70M | 0.00% | −9,169−23.4% | Reduced |
| Quantbot Technologies LP | 30,564 | $1.73M | 0.07% | +30,564 | New |
| JustInvest LLC | 31,580 | $1.79M | 0.02% | +1,270+4.2% | Added |
| Elo Mutual Pension Insurance Co | 31,626 | $1.79M | 0.03% | −21,811−40.8% | Reduced |
| Citadel Advisors LLC | 31,782 | $1.80M | 0.00% | +31,782 | New |
| Janus Henderson Group PLC | 31,868 | $1.81M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 32,180 | $1.82M | 0.01% | −10,503−24.6% | Reduced |
| CBOE Vest Financial, LLC | 32,537 | $1.85M | 0.02% | +2,581+8.6% | Added |
| Texas Yale Capital Corp. | 32,829 | $1.86M | 0.05% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 33,104 | $1.88M | 0.21% | +8,746+35.9% | Added |
| Advisor Group Holdings, Inc. | 34,460 | $1.95M | 0.00% | −4,565−11.7% | Reduced |
| Price T Rowe Associates Inc | 34,610 | $1.96M | 0.00% | +2,600+8.1% | Added |
| MetLife Investment Management | 35,142 | $1.99M | 0.01% | +242+0.7% | Added |
| HSBC Holdings PLC | 35,245 | $2.01M | 0.00% | +11,920+51.1% | Added |
| The PNC Financial Services Group, Inc. | 35,480 | $2.01M | 0.00% | −254−0.7% | Reduced |
| HRT Financial LP | 36,229 | $2.05M | 0.01% | +36,229 | New |
| Truist Financial Corp | 36,559 | $2.07M | 0.00% | −9,307−20.3% | Reduced |
| Hourglass Capital, LLC | 37,050 | $2.10M | 0.44% | −25,168−40.5% | Reduced |
| Taylor Frigon Capital Management LLC | 37,541 | $2.13M | 1.21% | −2,297−5.8% | Reduced |
| ABLE Financial Group, LLC | 37,804 | $2.14M | 0.42% | −9,200−19.6% | Reduced |
| Sequoia Financial Advisors, LLC | 38,189 | $2.17M | 0.01% | +3,176+9.1% | Added |
| Morningstar Investment Management LLC | 39,895 | $2.26M | 0.14% | +18,047+82.6% | Added |
| State of New Jersey Common Pension Fund D | 41,031 | $2.33M | 0.01% | −3,569−8.0% | Reduced |
| Horizon Investments, LLC | 42,210 | $2.38M | 0.03% | +11,620+38.0% | Added |
| QRG Capital Management, Inc. | 42,683 | $2.42M | 0.02% | +42,683 | New |
| Royal Bank of Canada | 43,083 | $2.44M | 0.00% | −30,710−41.6% | Reduced |
| Envestnet Asset Management Inc | 44,214 | $2.51M | 0.00% | +8,764+24.7% | Added |
| KLP Kapitalforvaltning AS | 44,700 | $2.53M | 0.01% | +600+1.4% | Added |
| Thrivent Financial for Lutherans | 46,829 | $2.65M | 0.01% | −4,450−8.7% | Reduced |
| XTX Topco Ltd | 47,642 | $2.70M | 0.05% | +5,703+13.6% | Added |
| Creative Planning | 48,644 | $2.76M | 0.00% | +6,500+15.4% | Added |
| ExodusPoint Capital Management, LP | 49,445 | $2.80M | 0.03% | −29,274−37.2% | Reduced |
| Inlet Private Wealth, LLC | 49,750 | $2.82M | 0.72% | −11,000−18.1% | Reduced |
| CWM Advisors, LLC | 49,764 | $2.82M | 0.16% | −16,529−24.9% | Reduced |
| Credit Agricole S A | 50,000 | $2.84M | 0.01% | +50,000 | New |
| Vanguard Asset Management, Ltd | 50,075 | $2.84M | 0.00% | +50,075 | New |
| Mirae Asset Global Investments Co., Ltd. | 51,722 | $2.93M | 0.01% | −15,088−22.6% | Reduced |
| Great West Life Assurance Co | 51,739 | $2.94M | 0.01% | −486−0.9% | Reduced |
| Millennium Management LLC | 52,518 | $2.98M | 0.00% | −5,485−9.5% | Reduced |
| Capital Fund Management S.A. | 52,570 | $2.98M | 0.03% | −39,092−42.6% | Reduced |
| Manufacturers Life Insurance Company, The | 52,689 | $2.99M | 0.00% | −1,113−2.1% | Reduced |
| Azora Capital LP | 53,897 | $3.06M | 0.20% | +53,897 | New |
| Cerity Partners LLC | 54,612 | $3.10M | 0.00% | +12,892+30.9% | Added |
| Vista Investment Partners II, LLC | 54,815 | $3.11M | 1.40% | +54,815 | New |
| Mubadala Investment Co PJSC | 56,731 | $3.22M | 0.02% | +56,731 | New |
| Virginia Retirement Systems Et Al | 57,300 | $3.25M | 0.02% | 00.0% | Unchanged |