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; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Federated Hermes, Inc. as of Jun 30, 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
- 390
- −4 vs. Q1 2026
- Shares held
- 66.5M
- +1.13M (+1.7%) vs. Q1 2026
- Total value
- $3.67B
- −$31.3M (−0.8%) vs. Q1 2026
- New holders
- 45
- 127 more added
- Sold out
- 49
- 143 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 390 | $3.67B |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $55 | 0.00% | −18−94.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $55 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $55 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $56 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $56 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $110 | 0.00% | −1−33.3% | Reduced |
| DecisionPoint Financial, LLC | 5 | $277 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 6 | $331 | 0.00% | +2+50.0% | Added |
| True Wealth Design, LLC | 7 | $387 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $387 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 9 | $497 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $552 | 0.00% | −2−16.7% | Reduced |
| Ameriflex Group, Inc. | 11 | $607 | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 14 | $774 | 0.00% | −6−30.0% | Reduced |
| Manchester Capital Management LLC | 16 | $884 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $994 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $994 | 0.00% | +9+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $1.22K | 0.00% | +3+15.8% | Added |
| DiNuzzo Private Wealth, Inc. | 24 | $1.33K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26 | $1.44K | 0.00% | +26 | New |
| Creative Capital Management Investments LLC | 34 | $1.88K | 0.00% | +34 | New |
| Quent Capital, LLC | 35 | $1.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 42 | $2.00K | 0.00% | +18+75.0% | Added |
| Bare Financial Services, Inc | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 46 | $2.54K | 0.00% | −21−31.3% | Reduced |
| Basepoint Wealth LLC | 47 | $2.60K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $2.76K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $2.87K | 0.00% | +52 | New |
| ZRC Wealth Management, LLC | 52 | $2.87K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 54 | $2.98K | 0.00% | +6+12.5% | Added |
| Navigoe, LLC | 65 | $3.00K | 0.00% | +8+14.0% | Added |
| Simplex Trading, LLC | 59 | $3.26K | 0.00% | −1,420−96.0% | Reduced |
| Bell Investment Advisors, Inc | 61 | $3.37K | 0.00% | −32−34.4% | Reduced |
| Farmers & Merchants Investments Inc | 62 | $3.42K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 63 | $3.48K | 0.00% | +63 | New |
| Rothschild Investment LLC | 66 | $3.65K | 0.00% | −10−13.2% | Reduced |
| Essential Partners LLC | 81 | $4.47K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 83 | $4.58K | 0.00% | +83 | New |
| Action Point Financial Planning, LLC | 88 | $4.75K | 0.00% | +88 | New |
| Fortitude Family Office, LLC | 87 | $4.80K | 0.00% | +2+2.4% | Added |
| Versant Capital Management, Inc | 98 | $5.41K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $5.52K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 103 | $5.69K | 0.00% | −20−16.3% | Reduced |
| JFS Wealth Advisors, LLC | 104 | $5.74K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 105 | $5.80K | 0.00% | +86+452.6% | Added |
| IFP Advisors, Inc | 109 | $6.02K | 0.00% | −25−18.7% | Reduced |
| Private Wealth Management Group, LLC | 111 | $6.13K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 114 | $6.29K | 0.00% | 00.0% | Unchanged |
| Point Nemo Capital, LLC | 123 | $6.79K | 0.00% | +123 | New |
| UMA Financial Services, Inc. | 126 | $6.96K | 0.00% | −43−25.4% | Reduced |
| Rosenberg Matthew Hamilton | 139 | $7.68K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $7.73K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 141 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $8.01K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 155 | $8.56K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 197 | $10.9K | 0.00% | +197 | New |
| Atlantic Trust, LLC | 209 | $11.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 212 | $12.0K | 0.01% | +19+9.8% | Added |
| CVA Family Office, LLC | 231 | $12.8K | 0.00% | +19+9.0% | Added |
| Harbour Investments, Inc. | 243 | $13.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 262 | $14.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 334 | $18.4K | 0.01% | +32+10.6% | Added |
| Bessemer Group Inc | 335 | $19.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 370 | $20.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $21.5K | 0.00% | +390 | New |
| N.E.W. Advisory Services LLC | 400 | $22.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 403 | $22.2K | 0.00% | +403 | New |
| Vermillion Wealth Management, Inc. | 435 | $24.0K | 0.01% | −4−0.9% | Reduced |
| WPG Advisers, LLC | 442 | $24.4K | 0.01% | +4+0.9% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 25,839 | $25.8K | 0.01% | +25,839 | New |
| Smartleaf Asset Management LLC | 536 | $30.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 568 | $31.4K | 0.00% | +15+2.7% | Added |
| Hazlett, Burt & Watson, Inc. | 615 | $34.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 635 | $35.1K | 0.01% | −250−28.2% | Reduced |
| Assetmark, Inc | 720 | $39.8K | 0.00% | −43−5.6% | Reduced |
| Hantz Financial Services, Inc. | 745 | $41.0K | 0.00% | −32−4.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 840 | $46.4K | 0.01% | +840 | New |
| WealthCollab, LLC | 921 | $50.9K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,059 | $58.5K | 0.00% | +147+16.1% | Added |
| EverSource Wealth Advisors, LLC | 1,182 | $65.3K | 0.00% | −1,830−60.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,231 | $68.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,288 | $71.1K | 0.07% | +1,288 | New |
| Steward Partners Investment Advisory, LLC | 1,382 | $76.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,415 | $78.1K | 0.01% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 1,527 | $84.3K | 0.00% | +1,527 | New |
| AdvisorNet Financial, Inc | 1,563 | $86.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,581 | $87.3K | 0.00% | −412−20.7% | Reduced |
| Cape Investment Advisory, Inc. | 2,178 | $120.3K | 0.03% | +2,178 | New |
| Bryn Mawr Trust Co | 2,290 | $126.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,359 | $130.3K | 0.01% | −1,453−38.1% | Reduced |
| KBC Group NV | 2,689 | $148.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,904 | $160.4K | 0.01% | −63−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 2,904 | $160.4K | 0.00% | +456+18.6% | Added |
| Public Employees Retirement Association of Colorado | 3,247 | $179.0K | 0.00% | −5,401−62.5% | Reduced |
| Compass Financial Management LLC | 3,543 | $195.6K | 0.02% | +3,543 | New |
| Rehmann Capital Advisory Group | 3,661 | $202.2K | 0.01% | 00.0% | Unchanged |