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 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 11,057 | $610.6K | 0.33% | +11,057 | New |
| Farther Finance Advisors, LLC | 10,878 | $601.1K | 0.00% | +1,648+17.9% | Added |
| MBM Wealth Consultants, LLC | 10,840 | $598.6K | 0.12% | +217+2.0% | Added |
| Quadrature Capital Ltd | 10,682 | $589.9K | 0.01% | +10,682 | New |
| US Bancorp | 10,641 | $587.6K | 0.00% | +119+1.1% | Added |
| Campbell & CO Investment Adviser LLC | 10,558 | $583.0K | 0.03% | −17,277−62.1% | Reduced |
| State of Alaska, Department of Revenue | 10,576 | $583.0K | 0.01% | −191−1.8% | Reduced |
| Nuveen, LLC | 10,504 | $580.0K | 0.00% | +6,323+151.2% | Added |
| CAPROCK Group, Inc. | 10,459 | $577.6K | 0.01% | +100+1.0% | Added |
| Pacer Advisors, Inc. | 10,368 | $573.0K | 0.00% | −514−4.7% | Reduced |
| Staley Capital Advisers Inc | 10,054 | $555.2K | 0.02% | −1,000−9.0% | Reduced |
| Kestra Private Wealth Services, LLC | 9,869 | $545.0K | 0.01% | +49+0.5% | Added |
| BTG Pactual Asset Management US LLC | 9,844 | $543.6K | 0.04% | +4,321+78.2% | Added |
| Lowe Brockenbrough & Co Inc | 9,671 | $534.0K | 0.02% | −40−0.4% | Reduced |
| State of Wisconsin Investment Board | 9,620 | $531.2K | 0.00% | +2,486+34.8% | Added |
| Whittier Trust Co of Nevada Inc | 9,000 | $524.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,417 | $520.0K | 0.00% | +575+6.5% | Added |
| Confluence Wealth Services, Inc. | 9,161 | $505.9K | 0.01% | +9,161 | New |
| Archford Capital Strategies, LLC | 9,036 | $499.0K | 0.05% | −24,068−72.7% | Reduced |
| James Investment Research Inc | 8,952 | $494.3K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,937 | $493.5K | 0.01% | +2,375+36.2% | Added |
| Capital City Trust Co | 8,717 | $481.4K | 0.10% | 00.0% | Unchanged |
| RHS Financial, LLC | 8,680 | $479.3K | 0.19% | −35−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,045 | $479.0K | 0.00% | +124+1.6% | Added |
| XTX Topco Ltd | 8,652 | $477.8K | 0.01% | −38,990−81.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 8,419 | $464.9K | 0.01% | −150−1.8% | Reduced |
| Swiss Life Asset Management Ltd | 8,027 | $443.3K | 0.00% | +634+8.6% | Added |
| Stifel Financial Corp | 8,020 | $443.0K | 0.00% | −794−9.0% | Reduced |
| Bill Few Associates, Inc. | 7,783 | $429.8K | 0.09% | +1,000+14.7% | Added |
| Park Place Capital Corp | 7,381 | $407.6K | 0.06% | +5,961+419.8% | Added |
| Keybank National Association | 7,349 | $405.8K | 0.00% | +339+4.8% | Added |
| Principal Securities, Inc. | 7,297 | $403.0K | 0.00% | +537+7.9% | Added |
| SRS Capital Advisors, Inc. | 7,111 | $392.7K | 0.00% | +7,066+15,702.2% | Added |
| RiverFront Investment Group, LLC | 7,031 | $388.3K | 0.01% | +759+12.1% | Added |
| Jones Financial Companies LLLP | 6,690 | $384.9K | 0.00% | +1,177+21.3% | Added |
| Ronald Blue Trust, Inc. | 6,829 | $377.1K | 0.00% | −114−1.6% | Reduced |
| Manning & Napier Advisors LLC | 6,619 | $373.6K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,760 | $373.3K | 0.00% | −665−9.0% | Reduced |
| National Bank of Canada | 6,727 | $371.5K | 0.00% | −304−4.3% | Reduced |
| EP Wealth Advisors, LLC | 6,668 | $368.2K | 0.00% | +190+2.9% | Added |
| Advisors Preferred, LLC | 6,420 | $363.4K | 0.06% | −2,403−27.2% | Reduced |
| AlphaGrep UK Ltd | 6,572 | $362.9K | 0.11% | +6,572 | New |
| Pathstone Holdings, LLC | 6,462 | $356.8K | 0.00% | +34+0.5% | Added |
| Jain Global LLC | 6,429 | $355.0K | 0.00% | +6,429 | New |
| Tower Research Capital LLC (TRC) | 6,199 | $342.3K | 0.01% | +3,063+97.7% | Added |
| Catalyst Financial Partners LLC | 6,187 | $341.6K | 0.03% | −2,787−31.1% | Reduced |
| Guggenheim Capital LLC | 6,006 | $331.7K | 0.00% | −16,977−73.9% | Reduced |
| Globeflex Capital L P | 5,960 | $329.1K | 0.04% | −1,973−24.9% | Reduced |
| Federated Hermes, Inc. | 5,943 | $328.2K | 0.00% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 5,883 | $324.8K | 0.07% | −10−0.2% | Reduced |
| Intech Investment Management LLC | 5,780 | $319.2K | 0.00% | −5,993−50.9% | Reduced |
| Park Avenue Securities LLC | 5,747 | $317.0K | 0.00% | +721+14.3% | Added |
| Miracle Mile Advisors, LLC | 5,722 | $316.0K | 0.00% | +722+14.4% | Added |
| Securian Asset Management, Inc | 5,341 | $313.5K | 0.01% | −106−1.9% | Reduced |
| Sym Financial Corp | 5,653 | $312.2K | 0.03% | −579−9.3% | Reduced |
| Claro Advisors LLC | 5,570 | $307.6K | 0.03% | +10+0.2% | Added |
| Private Advisor Group, LLC | 5,537 | $305.8K | 0.00% | +475+9.4% | Added |
| Ensign Peak Advisors, Inc | 5,536 | $305.7K | 0.00% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,494 | $303.4K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 5,475 | $302.3K | 0.07% | +5,475 | New |
| Federation des caisses Desjardins du Quebec | 5,435 | $300.1K | 0.00% | +1,753+47.6% | Added |
| Lawood & Co | 5,332 | $294.4K | 0.20% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 5,154 | $284.6K | 0.00% | −130,470−96.2% | Reduced |
| Hardy Reed LLC | 5,098 | $281.5K | 0.02% | +12+0.2% | Added |
| Snowden Capital Advisors LLC | 5,063 | $279.6K | 0.01% | +817+19.2% | Added |
| Crossmark Global Holdings, Inc. | 5,027 | $277.6K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 4,818 | $266.4K | 0.23% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,800 | $265.1K | 0.00% | +4,800 | New |
| Sound View Wealth Advisors Group, LLC | 4,765 | $263.1K | 0.02% | +20.0% | Added |
| Gallacher Capital Management LLC | 4,741 | $261.8K | 0.15% | +4,741 | New |
| Global Retirement Partners, LLC | 4,672 | $258.0K | 0.00% | +4,672 | New |
| TD Private Client Wealth LLC | 4,652 | $256.9K | 0.00% | 00.0% | Unchanged |
| Saiph Capital, LLC | 4,627 | $255.5K | 0.08% | +4,627 | New |
| Kathmere Capital Management, LLC | 4,591 | $253.5K | 0.01% | +1,018+28.5% | Added |
| Baron Wealth Management LLC | 4,545 | $251.0K | 0.07% | +146+3.3% | Added |
| Northwestern Mutual Wealth Management Co | 4,513 | $249.2K | 0.00% | +425+10.4% | Added |
| Citizens Financial Group Inc | 4,481 | $247.4K | 0.00% | +4,481 | New |
| Nykredit A/S | 4,435 | $244.9K | 0.00% | +4,435 | New |
| Verdad Advisers, LP | 4,355 | $240.5K | 0.23% | −9,355−68.2% | Reduced |
| Amundi | 4,096 | $226.2K | 0.00% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 4,142 | $221.7K | 0.01% | +4,142 | New |
| Guyasuta Investment Advisors Inc | 4,000 | $220.9K | 0.01% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 3,942 | $217.7K | 0.36% | −6,098−60.7% | Reduced |
| Insigneo Advisory Services, LLC | 3,938 | $217.5K | 0.01% | +45+1.2% | Added |
| Jane Street Group, LLC | 3,925 | $216.7K | 0.00% | −6,960−63.9% | Reduced |
| Jump Financial, LLC | 3,885 | $214.5K | 0.00% | +3,885 | New |
| Fragasso Group Inc. | 3,854 | $212.8K | 0.01% | +3,854 | New |
| Hohimer Wealth Management, LLC | 3,831 | $211.5K | 0.02% | +17+0.4% | Added |
| Simmons Bank | 3,790 | $209.3K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,693 | $207.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,661 | $202.2K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 3,543 | $195.6K | 0.02% | +3,543 | New |
| Public Employees Retirement Association of Colorado | 3,247 | $179.0K | 0.00% | −5,401−62.5% | Reduced |
| 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 |
| KBC Group NV | 2,689 | $148.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,359 | $130.3K | 0.01% | −1,453−38.1% | Reduced |
| Bryn Mawr Trust Co | 2,290 | $126.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,178 | $120.3K | 0.03% | +2,178 | New |
| Umb Bank N A | 1,581 | $87.3K | 0.00% | −412−20.7% | Reduced |