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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 3,573 | $202.6K | 0.01% | +3,573 | New |
| Acadian Asset Management LLC | 3,577 | $202.0K | 0.00% | −29,991−89.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,136 | $177.8K | 0.00% | −1,784−36.3% | Reduced |
| EverSource Wealth Advisors, LLC | 3,012 | $170.8K | 0.01% | +1,205+66.7% | Added |
| GAMMA Investing LLC | 2,967 | $168.3K | 0.01% | +233+8.5% | Added |
| KBC Group NV | 2,689 | $152.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,448 | $138.8K | 0.00% | +388+18.8% | Added |
| Bryn Mawr Trust Co | 2,290 | $129.9K | 0.00% | −775−25.3% | Reduced |
| Harbor Capital Advisors, Inc. | 2,184 | $124.0K | 0.01% | −796−26.7% | Reduced |
| Umb Bank N A | 1,993 | $113.0K | 0.00% | +31+1.6% | Added |
| Quadrant Capital Group LLC | 1,578 | $89.5K | 0.00% | +1,161+278.4% | Added |
| AdvisorNet Financial, Inc | 1,563 | $88.6K | 0.00% | +434+38.4% | Added |
| Simplex Trading, LLC | 1,479 | $83.9K | 0.00% | +1,479 | New |
| Park Place Capital Corp | 1,420 | $80.5K | 0.02% | +1,420 | New |
| Parkside Financial Bank & Trust | 1,415 | $80.2K | 0.01% | +567+66.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,382 | $78.4K | 0.00% | +372+36.8% | Added |
| C M Bidwell & Associates Ltd | 1,312 | $74.4K | 0.03% | −427−24.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,231 | $69.8K | 0.00% | −3,000−70.9% | Reduced |
| Neo Ivy Capital Management | 1,200 | $68.1K | 0.02% | +1,200 | New |
| CFG Wealth Management Services, Inc. | 1,090 | $61.8K | 0.06% | +1,090 | New |
| WealthCollab, LLC | 921 | $52.2K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 912 | $51.7K | 0.00% | +912 | New |
| City State Bank | 885 | $50.2K | 0.01% | −145−14.1% | Reduced |
| MAI Capital Management | 827 | $46.9K | 0.00% | +493+147.6% | Added |
| Hantz Financial Services, Inc. | 777 | $44.0K | 0.00% | +353+83.3% | Added |
| Assetmark, Inc | 763 | $43.3K | 0.00% | +64+9.2% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $35.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 571 | $32.4K | 0.00% | +237+71.0% | Added |
| Allworth Financial LP | 553 | $31.4K | 0.00% | +92+20.0% | Added |
| Smartleaf Asset Management LLC | 536 | $30.1K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 519 | $29.4K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 439 | $24.9K | 0.01% | +4+0.9% | Added |
| WPG Advisers, LLC | 438 | $24.8K | 0.02% | −13−2.9% | Reduced |
| WFA of San Diego, LLC | 435 | $24.7K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 428 | $24.3K | 0.00% | +428 | New |
| N.E.W. Advisory Services LLC | 400 | $22.7K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 393 | $22.3K | 0.02% | +393 | New |
| Central Trust Co | 370 | $21.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 351 | $19.9K | 0.00% | +351 | New |
| Bessemer Group Inc | 335 | $19.0K | 0.00% | +110+48.9% | Added |
| Richardson Financial Services Inc. | 302 | $17.1K | 0.01% | −98−24.5% | Reduced |
| Danske Bank A/S | 300 | $17.0K | 0.00% | −1,300−81.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 262 | $14.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 243 | $13.8K | 0.00% | +81+50.0% | Added |
| CVA Family Office, LLC | 212 | $12.0K | 0.00% | +138+186.5% | Added |
| Atlantic Trust, LLC | 209 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 193 | $11.0K | 0.01% | +12+6.6% | Added |
| UMA Financial Services, Inc. | 169 | $9.58K | 0.00% | +71+72.4% | Added |
| Godfrey Financial Associates, Inc. | 155 | $8.79K | 0.01% | −3−1.9% | Reduced |
| Private Trust Co NA | 145 | $8.22K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 141 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $7.94K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $7.88K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 134 | $7.60K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 123 | $6.97K | 0.00% | +60+95.2% | Added |
| SBI Securities Co., Ltd. | 114 | $6.46K | 0.00% | +22+23.9% | Added |
| Private Wealth Management Group, LLC | 111 | $6.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 104 | $5.90K | 0.00% | +6+6.1% | Added |
| Costello Asset Management, INC | 100 | $5.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $5.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 85 | $4.82K | 0.00% | +53+165.6% | Added |
| Essential Partners LLC | 81 | $4.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 76 | $4.31K | 0.00% | +20+35.7% | Added |
| Operose Advisors LLC | 67 | $3.80K | 0.00% | +67 | New |
| SHP Wealth Management | 67 | $3.80K | 0.00% | −6−8.2% | Reduced |
| Farmers & Merchants Investments Inc | 62 | $3.52K | 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 |
| Navigoe, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 52 | $2.95K | 0.00% | +52 | New |
| Basecamp Wealth Advisors LLC | 51 | $2.89K | 0.00% | −70−57.9% | Reduced |
| Hilltop National Bank | 50 | $2.84K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 48 | $2.72K | 0.00% | −189−79.7% | Reduced |
| Basepoint Wealth LLC | 47 | $2.67K | 0.00% | −24−33.8% | Reduced |
| SRS Capital Advisors, Inc. | 45 | $2.55K | 0.00% | +27+150.0% | Added |
| Sunbelt Securities, Inc. | 43 | $2.44K | 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 |
| Quent Capital, LLC | 35 | $1.99K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.36K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.14K | 0.00% | +12+150.0% | 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 |
| 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 |
| Kilter Group LLC | 18 | $1.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $908 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $681 | 0.00% | −6−33.3% | Reduced |
| Marquette Asset Management, LLC | 9 | $511 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 9 | $510 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $510 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $397 | 0.00% | 00.0% | Unchanged |
| 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 |
| Raffa Wealth Management, LLC | 3 | $170 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 1 | $90 | 0.00% | −1−50.0% | Reduced |