FHI
Federated Hermes, Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -12.8% ·
net new positions -16.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 36.80K | $2.07M | n/a | n/a |
| Q2 2026 | 108 | -4 | 43.22M | $2.39B | +2 | −6 |
| Q1 2026 | 115 | +7 | 42.28M | $2.39B | +11 | −4 |
| Q4 2025 | 107 | 0 | 50.05M | $2.61B | +1 | −1 |
| Q3 2025 | 19 | 0 | 30.20M | $1.57B | n/a | n/a |
| Q2 2025 | 16 | +1 | 29.61M | $1.31B | +1 | n/a |
| Q1 2025 | 12 | -2 | 9.02M | $367.34M | n/a | −2 |
| Q4 2024 | 14 | +1 | 10.35M | $425.46M | +1 | n/a |
| Q3 2024 | 12 | 0 | 9.23M | $338.99M | +1 | −1 |
| Q2 2024 | 12 | n/a | 8.62M | $282.72M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | AQR Capital Management ✦ | 2.48M | -3.0% | $100.64M | 0.1% | ▼ Trim | 4 | SEC ↗ ×5 |
| 2 | State Street Global Advisors ✦ (passive) | 2.00M | +1.9% | $81.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.35M | +5.6% | $55.21M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Citadel Advisors ✦ | 1.15M | -16.6% | $46.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 700.46K | -14.4% | $28.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Millennium Management ✦ | 497.40K | -5.3% | $20.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 443.80K | -33.2% | $18.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Bridgewater Associates ✦ | 118.00K | +5.0% | $4.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | GAMCO Investors ✦ | 92.40K | +0.3% | $3.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 83.80K | -82.4% | $3.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 67.78K | -50.7% | $2.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 32.45K | +3.8% | $1.32M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $10.64M | was 0.0% |
| Marshall Wace | $2.00M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 396 holders, 65.12M shares, $3.45B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 5.00K sh · $315,866
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology