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FHI in the 13F filings

Federated Hermes Inc · CUSIP 314211103

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 7 listed it in both
Shares listed
15,201,826
combined, among listed positions
Reported value
$792m
combined, at the quarter end

Among the 92 comparable managers: 10 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,149,348.

Managers listing FHI in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Fidelity (FMR LLC)4,957,133$258munder 0.1%Added+12,10917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC3,036,239$158m0.08%Added+50,06717 Feb 2026 (the filing on sec.gov)
Invesco Ltd2,751,323$143munder 0.1%Trimmed-188,58519 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP848,595$44munder 0.1%Added+44,21213 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP542,224$28munder 0.1%Trimmed-89,89817 Feb 2026 (the filing on sec.gov)
Man Group PLC516,182$27munder 0.1%Added+59,71917 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC426,300$22munder 0.1%Trimmed-112,05112 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP383,761$20munder 0.1%Trimmed-130,77117 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP308,558$16munder 0.1%Trimmed-120,04217 Feb 2026 (the filing on sec.gov)
Woodline Partners LP305,421$16m0.06%Newnew17 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC296,216$15m0.05%Trimmed-21,81617 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP286,568$15m0.05%Added+7,44213 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc102,649$5.3m0.05%Trimmed-1,2435 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP91,660$4.8munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP78,719$4.1munder 0.1%Trimmed-69,13217 Feb 2026 (the filing on sec.gov)
Millennium Management LLC58,003$3.0munder 0.1%Trimmed-353,84017 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC33,568$1.7munder 0.1%Trimmed-42,55110 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc32,010$1.7munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd31,868$1.7munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP28,295$1.5munder 0.1%Trimmed-15,31617 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC22,833$1.2munder 0.1%Added+22,08013 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP20,930$1.1munder 0.1%Added+3,55313 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC19,968$1.0munder 0.1%Added+6,68927 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC7,513$391kunder 0.1%Trimmed-37,49813 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC6,400$333kunder 0.1%Trimmed-39,99013 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
FHI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20135$513mn.a.n.a.
Q3 20133$489mn.a.n.a.
Q4 20134$507mn.a.n.a.
Q1 20143$531mn.a.n.a.
Q2 20144$548mn.a.n.a.
Q3 20144$523mn.a.n.a.
Q4 20145$559mn.a.n.a.
Q1 20154$260mn.a.n.a.
Q2 20153$264mn.a.n.a.
Q3 20155$211mn.a.n.a.
Q4 20153$171mn.a.n.a.
Q1 20163$159mn.a.n.a.
Q2 20163$138mn.a.n.a.
Q3 20163$145mn.a.n.a.
Q4 20165$168mn.a.n.a.
Q1 20172$143mn.a.n.a.
Q2 20172$155mn.a.n.a.
Q3 20173$150mn.a.n.a.
Q4 20172$181mn.a.n.a.
Q1 20185$175mn.a.n.a.
Q2 20183$48mn.a.n.a.
Q3 20184$185mn.a.n.a.
Q4 20185$199mn.a.n.a.
Q1 20195$229mn.a.n.a.
Q2 20195$271mn.a.n.a.
Q3 20197$280mn.a.n.a.
Q4 20197$110mn.a.n.a.
Q1 20208$54mn.a.n.a.
Q2 202010$66mn.a.n.a.
Q3 20209$77mn.a.n.a.
Q4 202010$121mn.a.n.a.
Q1 20215$81mn.a.n.a.
Q2 20215$84mn.a.n.a.
Q3 20217$77mn.a.n.a.
Q4 20213$26mn.a.n.a.
Q1 20222$12mn.a.n.a.
Q2 20222$44mn.a.n.a.
Q3 20224$36mn.a.n.a.
Q4 20225$43mn.a.n.a.
Q1 20236$64mn.a.n.a.
Q2 20238$68mn.a.n.a.
Q3 20239$132mn.a.n.a.
Q4 202312$136m102
Q1 20249$132m53
Q2 20249$164m81
Q3 20248$199m34
Q4 202411$267m63
Q1 20257$180m25
Q2 20259$270m81
Q3 20258$251m44
Q4 20257$253m1019
Q1 20266$233m721
Q2 20264$133m139

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

FHI and V →FHI and AXP →FHI and BAC →Choose a stock to compare with FHI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own FHI, latest filings →Back to the 13F Explorer →