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