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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 3,693 | $207.0K | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 3,790 | $209.3K | 0.01% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 3,831 | $211.5K | 0.02% | +17+0.4% | Added |
| Fragasso Group Inc. | 3,854 | $212.8K | 0.01% | +3,854 | New |
| Jump Financial, LLC | 3,885 | $214.5K | 0.00% | +3,885 | New |
| Jane Street Group, LLC | 3,925 | $216.7K | 0.00% | −6,960−63.9% | Reduced |
| Insigneo Advisory Services, LLC | 3,938 | $217.5K | 0.01% | +45+1.2% | Added |
| Andina Capital Management, LLC | 3,942 | $217.7K | 0.36% | −6,098−60.7% | Reduced |
| Guyasuta Investment Advisors Inc | 4,000 | $220.9K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 4,142 | $221.7K | 0.01% | +4,142 | New |
| Amundi | 4,096 | $226.2K | 0.00% | 00.0% | Unchanged |
| Verdad Advisers, LP | 4,355 | $240.5K | 0.23% | −9,355−68.2% | Reduced |
| Nykredit A/S | 4,435 | $244.9K | 0.00% | +4,435 | New |
| Citizens Financial Group Inc | 4,481 | $247.4K | 0.00% | +4,481 | New |
| Northwestern Mutual Wealth Management Co | 4,513 | $249.2K | 0.00% | +425+10.4% | Added |
| Baron Wealth Management LLC | 4,545 | $251.0K | 0.07% | +146+3.3% | Added |
| Kathmere Capital Management, LLC | 4,591 | $253.5K | 0.01% | +1,018+28.5% | Added |
| Saiph Capital, LLC | 4,627 | $255.5K | 0.08% | +4,627 | New |
| TD Private Client Wealth LLC | 4,652 | $256.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,672 | $258.0K | 0.00% | +4,672 | New |
| Gallacher Capital Management LLC | 4,741 | $261.8K | 0.15% | +4,741 | New |
| Sound View Wealth Advisors Group, LLC | 4,765 | $263.1K | 0.02% | +20.0% | Added |
| NorthRock Partners, LLC | 4,800 | $265.1K | 0.00% | +4,800 | New |
| Vision Financial Markets LLC | 4,818 | $266.4K | 0.23% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,027 | $277.6K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,063 | $279.6K | 0.01% | +817+19.2% | Added |
| Hardy Reed LLC | 5,098 | $281.5K | 0.02% | +12+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,154 | $284.6K | 0.00% | −130,470−96.2% | Reduced |
| Lawood & Co | 5,332 | $294.4K | 0.20% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,435 | $300.1K | 0.00% | +1,753+47.6% | Added |
| Inceptionr LLC | 5,475 | $302.3K | 0.07% | +5,475 | New |
| Gilman Hill Asset Management, LLC | 5,494 | $303.4K | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,536 | $305.7K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,537 | $305.8K | 0.00% | +475+9.4% | Added |
| Claro Advisors LLC | 5,570 | $307.6K | 0.03% | +10+0.2% | Added |
| Sym Financial Corp | 5,653 | $312.2K | 0.03% | −579−9.3% | Reduced |
| Securian Asset Management, Inc | 5,341 | $313.5K | 0.01% | −106−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 5,722 | $316.0K | 0.00% | +722+14.4% | Added |
| Park Avenue Securities LLC | 5,747 | $317.0K | 0.00% | +721+14.3% | Added |
| Intech Investment Management LLC | 5,780 | $319.2K | 0.00% | −5,993−50.9% | Reduced |
| Outlook Wealth Advisors, LLC | 5,883 | $324.8K | 0.07% | −10−0.2% | Reduced |
| Federated Hermes, Inc. | 5,943 | $328.2K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 5,960 | $329.1K | 0.04% | −1,973−24.9% | Reduced |
| Guggenheim Capital LLC | 6,006 | $331.7K | 0.00% | −16,977−73.9% | Reduced |
| Catalyst Financial Partners LLC | 6,187 | $341.6K | 0.03% | −2,787−31.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,199 | $342.3K | 0.01% | +3,063+97.7% | Added |
| Jain Global LLC | 6,429 | $355.0K | 0.00% | +6,429 | New |
| Pathstone Holdings, LLC | 6,462 | $356.8K | 0.00% | +34+0.5% | Added |
| AlphaGrep UK Ltd | 6,572 | $362.9K | 0.11% | +6,572 | New |
| Advisors Preferred, LLC | 6,420 | $363.4K | 0.06% | −2,403−27.2% | Reduced |
| EP Wealth Advisors, LLC | 6,668 | $368.2K | 0.00% | +190+2.9% | Added |
| National Bank of Canada | 6,727 | $371.5K | 0.00% | −304−4.3% | Reduced |
| Bank of Montreal | 6,760 | $373.3K | 0.00% | −665−9.0% | Reduced |
| Manning & Napier Advisors LLC | 6,619 | $373.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,829 | $377.1K | 0.00% | −114−1.6% | Reduced |
| Jones Financial Companies LLLP | 6,690 | $384.9K | 0.00% | +1,177+21.3% | Added |
| RiverFront Investment Group, LLC | 7,031 | $388.3K | 0.01% | +759+12.1% | Added |
| SRS Capital Advisors, Inc. | 7,111 | $392.7K | 0.00% | +7,066+15,702.2% | Added |
| Principal Securities, Inc. | 7,297 | $403.0K | 0.00% | +537+7.9% | Added |
| Keybank National Association | 7,349 | $405.8K | 0.00% | +339+4.8% | Added |
| Park Place Capital Corp | 7,381 | $407.6K | 0.06% | +5,961+419.8% | Added |
| Bill Few Associates, Inc. | 7,783 | $429.8K | 0.09% | +1,000+14.7% | Added |
| Stifel Financial Corp | 8,020 | $443.0K | 0.00% | −794−9.0% | Reduced |
| Swiss Life Asset Management Ltd | 8,027 | $443.3K | 0.00% | +634+8.6% | Added |
| Horizon Kinetics Asset Management LLC | 8,419 | $464.9K | 0.01% | −150−1.8% | Reduced |
| XTX Topco Ltd | 8,652 | $477.8K | 0.01% | −38,990−81.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,045 | $479.0K | 0.00% | +124+1.6% | Added |
| RHS Financial, LLC | 8,680 | $479.3K | 0.19% | −35−0.4% | Reduced |
| Capital City Trust Co | 8,717 | $481.4K | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,937 | $493.5K | 0.01% | +2,375+36.2% | Added |
| James Investment Research Inc | 8,952 | $494.3K | 0.05% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 9,036 | $499.0K | 0.05% | −24,068−72.7% | Reduced |
| Confluence Wealth Services, Inc. | 9,161 | $505.9K | 0.01% | +9,161 | New |
| Commonwealth Equity Services, LLC | 9,417 | $520.0K | 0.00% | +575+6.5% | Added |
| Whittier Trust Co of Nevada Inc | 9,000 | $524.9K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 9,620 | $531.2K | 0.00% | +2,486+34.8% | Added |
| Lowe Brockenbrough & Co Inc | 9,671 | $534.0K | 0.02% | −40−0.4% | Reduced |
| BTG Pactual Asset Management US LLC | 9,844 | $543.6K | 0.04% | +4,321+78.2% | Added |
| Kestra Private Wealth Services, LLC | 9,869 | $545.0K | 0.01% | +49+0.5% | Added |
| Staley Capital Advisers Inc | 10,054 | $555.2K | 0.02% | −1,000−9.0% | Reduced |
| Pacer Advisors, Inc. | 10,368 | $573.0K | 0.00% | −514−4.7% | Reduced |
| CAPROCK Group, Inc. | 10,459 | $577.6K | 0.01% | +100+1.0% | Added |
| Nuveen, LLC | 10,504 | $580.0K | 0.00% | +6,323+151.2% | Added |
| State of Alaska, Department of Revenue | 10,576 | $583.0K | 0.01% | −191−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,558 | $583.0K | 0.03% | −17,277−62.1% | Reduced |
| US Bancorp | 10,641 | $587.6K | 0.00% | +119+1.1% | Added |
| Quadrature Capital Ltd | 10,682 | $589.9K | 0.01% | +10,682 | New |
| MBM Wealth Consultants, LLC | 10,840 | $598.6K | 0.12% | +217+2.0% | Added |
| Farther Finance Advisors, LLC | 10,878 | $601.1K | 0.00% | +1,648+17.9% | Added |
| Caitlin John, LLC | 11,057 | $610.6K | 0.33% | +11,057 | New |
| Anchyra Partners LLC | 11,525 | $636.4K | 0.15% | −91−0.8% | Reduced |
| Boxwood Ventures, Inc. | 11,613 | $641.3K | 0.38% | 00.0% | Unchanged |
| Diversified Trust Co | 11,685 | $645.2K | 0.01% | +541+4.9% | Added |
| Stirlingshire Investments, Inc. | 11,692 | $645.7K | 0.48% | +3,841+48.9% | Added |
| Dakota Wealth Management | 11,810 | $652.1K | 0.01% | +11,810 | New |
| Vise Technologies, Inc. | 11,830 | $653.3K | 0.01% | −469−3.8% | Reduced |
| Pictet Asset Management Holding SA | 12,059 | $665.9K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,662 | $699.2K | 0.00% | −4,735−27.2% | Reduced |
| HSBC Holdings PLC | 12,622 | $703.0K | 0.00% | −22,623−64.2% | Reduced |
| Advyzon Investment Management, LLC | 12,973 | $716.4K | 0.05% | +4,920+61.1% | Added |