FEDERATED HERMES, INC. — 13F Holdings & Portfolio
CIK 1056288 · latest 13F-HR filed 2026-08-12
FEDERATED HERMES, INC. manages $69.55B in 13F-reported U.S. long-equity assets across 4,004 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (1.86%), NVDA (1.81%), GOOGL (1.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 177 new positions and exited 188; 1,037 existing positions rose in reported value and 620 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$69.55B
Long-equity book
Holdings
4,004
Distinct positions
Period
2026-06-30
Filed 2026-08-12
Q/Q Activity
+177 / −188 / ↑1037 / ↓620
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26NVDA2.7% · +4%AAPL2.6% · +33%GOOGL2.0% · -22%ABBV1.6% · +12%MSFT1.4% · -13%GEV1.3% · -1%VIK1.2% · -4%AMZN1.2% · -2%MU1.1% · +48%GE1.1% · +37%USB1.0% · +2%AVGO1.0% · -21%FIX1.0% · +28%PWR0.9% · +17%BNY0.9% · newVZ0.8% · +1%PAYX0.8% · -0%PNC0.8% · -21%PLD0.8% · +1%PM0.8% · -15%PFE0.7% · -3%AMGN0.7% · +21%AMCR0.7% · +7%FISV0.7% · +14%DUK0.7% · -0%WEC0.7% · +20%FE0.7% · +0%AMP0.7% · -4%KIM0.7% · +2%PEP0.7% · +16%ALAB0.7% · +245%AMD0.6% · +119%VRT0.6% · -27%AMT0.6% · -5%COST0.6% · -8%CRWD0.6% · +37%TSLA0.6% · +73%META0.6% · -1%LULU0.6% · +21%MDT0.6% · +94%CVX0.6% · -32%TRV0.5% · +0%MRK0.5% · -5%VEEV0.5% · +19%PPL0.5% · +15%RF0.5% · +133823%LITE0.5% · +34%EVRG0.5% · 0%HWM0.5% · -37%ADP0.5% · +2051%LRCX0.5% · +30%DDOG0.5% · +46%NTRA0.4% · +4%INTU0.4% · +235%LLY0.4% · +15%CME0.4% · -11%GH0.4% · +6%KMB0.4% · +2%NFLX0.4% · +233%TSM0.4% · -16%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 16.2%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 27, 2026.
Assets Under Management
$24.72B
Discretionary
$24.72B
Employees
11
Accounts
18
Address
150 CHEAPSIDE
LONDON EC2V 6ET
United Kingdom
LONDON EC2V 6ET
United Kingdom
Phone
44 20 7292 8620
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BENSON, JUDITH, M Control | HEAD OF COMPLIANCE (UK) AND GDPR since Apr 2012 | Less than 5% | Individual |
| BOYCE, MICHAEL, JOSEPH Control | MEMBER OF GOVERNING BODY since Sep 2019 | Less than 5% | Individual |
| CUNNINGHAM, DEBORAH, ANN Control | MEMBER OF GOVERNING BODY since Sep 2019 | Less than 5% | Individual |
| DULSKI, GREGORY, PHILIP Control | CHAIR OF GOVERNING BODY since Jan 2021 | Less than 5% | Individual |
| FEDERATED HERMES LTD Control | PARTNER since Mar 2024 | 75% or more | Foreign Entity |
| GEPP, DENNIS, F Control | MANAGING DIRECTOR/CHIEF EXECUTIVE OFFICER since Apr 2012 | Less than 5% | Individual |
| HERMES INVESTMENT MANAGEMENT LIMITED Control | PARTNER since Sep 2024 | Less than 5% | Foreign Entity |
| NOVAK, RICHARD, ANTHONY Control | TREASURER since Mar 2013 | Less than 5% | Individual |
| VAN METER, STEPHEN, PAUL Control | CHIEF COMPLIANCE OFFICER - U.S. OPERATIONS since Jul 2015 | Less than 5% | Individual |
| WALSH, RONAN Control | MEMBER OF GOVERNING BODY since Sep 2019 | Less than 5% | Individual |
| FEDERATED HERMES LTD Control Indirect owner via HERMES INVESTMENT MANAGEMENT LIMITED | SHAREHOLDER since Aug 1990 | 75% or more | Foreign Entity |
| FEDERATED HERMES, INC. Control Indirect owner via FII HOLDINGS, INC. | SHAREHOLDER since Mar 1983 | 75% or more | Domestic Entity |
| FEDERATED HOLDINGS (UK) II LIMITED Control Indirect owner via FEDERATED HERMES LTD | SHAREHOLDER since Jul 2018 | 75% or more | Foreign Entity |
| FEDERATED INTERNATIONAL HOLDINGS BV Control Indirect owner via FEDERATED HOLDINGS (UK) II LIMITED | SHAREHOLDER since Dec 2011 | 75% or more | Foreign Entity |
| FII HOLDINGS, INC. Control Indirect owner via FEDERATED INTERNATIONAL HOLDINGS BV | SHAREHOLDER since Dec 1998 | 75% or more | Domestic Entity |
Ownership & leadership changes · 11 filings with changes since Sep 16, 2013
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 27, 2026 filing
- No longer listedKennedy, Ian, Marshall · MEMBER OF GOVERNING BODY · Less than 5% · control person · listed since Jan 2023
- ChangedBENSON, JUDITH, M · title CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER (UK) → HEAD OF COMPLIANCE (UK) AND GDPR
- ChangedGEPP, DENNIS, F · title MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER → MANAGING DIRECTOR/CHIEF EXECUTIVE OFFICER
Mar 27, 2025 filing
- No longer listedFEDERATED GLOBAL HOLDINGS LLC · PARTNER · Less than 5% · control person · listed since Apr 2012
- No longer listedFEDERATED HERMES LTD · SHAREHOLDER · 75% or more · indirect via FEDERATED GLOBAL HOLDINGS LLC · control person · listed since Mar 2024
- AddedFEDERATED HERMES LTD · SHAREHOLDER · 75% or more · indirect via HERMES INVESTMENT MANAGEMENT LIMITED · control person
- AddedHERMES INVESTMENT MANAGEMENT LIMITED · PARTNER · Less than 5% · control person
Mar 27, 2024 filing
- No longer listedFEDERATED HOLDINGS (UK) LTD · PARTNER · 75% or more · control person · listed since Apr 2012
- No longer listedFEDERATED HOLDINGS (UK) LTD · SHAREHOLDER · 75% or more · indirect via FEDERATED GLOBAL HOLDINGS LLC · control person · listed since Jan 2012
- No longer listedFEDERATED INTERNATIONAL HOLDINGS BV · SHAREHOLDER · 75% or more · indirect via FEDERATED HOLDINGS (UK) LTD · control person · listed since Dec 2011
- AddedFEDERATED HERMES LTD · PARTNER · 75% or more · control person
- AddedFEDERATED HERMES LTD · SHAREHOLDER · 75% or more · indirect via FEDERATED GLOBAL HOLDINGS LLC · control person
- AddedFEDERATED HOLDINGS (UK) II LIMITED · SHAREHOLDER · 75% or more · indirect via FEDERATED HERMES LTD · control person
- AddedFEDERATED INTERNATIONAL HOLDINGS BV · SHAREHOLDER · 75% or more · indirect via FEDERATED HOLDINGS (UK) II LIMITED · control person
- ChangedBOYCE, MICHAEL, JOSEPH · title BOARD OF GOVERNORS → MEMBER OF GOVERNING BODY
- ChangedCUNNINGHAM, DEBORAH, ANN · title BOARD OF GOVERNORS → MEMBER OF GOVERNING BODY
- ChangedDULSKI, GREGORY, PHILIP · title BOARD OF GOVERNORS, SR. VICE PRESIDENT, CHAIRMAN → CHAIR OF GOVERNING BODY
- ChangedKennedy, Ian, Marshall · title BOARD OF GOVERNORS → MEMBER OF GOVERNING BODY
- ChangedWALSH, RONAN · title BOARD OF GOVERNORS → MEMBER OF GOVERNING BODY
Feb 28, 2023 filing
- No longer listedCERESINO, GORDON, JOSEPH · BOARD OF GOVERNORS · Less than 5% · control person · listed since Apr 2012
- AddedKennedy, Ian, Marshall · BOARD OF GOVERNORS · Less than 5% · control person
Mar 29, 2022 filing
- ChangedCERESINO, GORDON, JOSEPH · title BOARD OF GOVERNORS, PRESIDENT, CEO, VICE CHAIRMAN → BOARD OF GOVERNORS
Mar 30, 2021 filing
- ChangedBENSON, JUDITH, M · title CHIEF OPERATING OFFICER → CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER (UK)
- ChangedDULSKI, GREGORY, PHILIP · title BOARD OF GOVERNORS, VICE PRESIDENT, CHAIRMAN → BOARD OF GOVERNORS, SR. VICE PRESIDENT, CHAIRMAN
Jan 15, 2021 filing
- No longer listedMCAULEY, DENIS · BOARD OF GOVERNORS · Less than 5% · control person · listed since May 2013
- ChangedCERESINO, GORDON, JOSEPH · title BOARD OF GOVERNORS, PRESIDENT, CEO → BOARD OF GOVERNORS, PRESIDENT, CEO, VICE CHAIRMAN
- ChangedDULSKI, GREGORY, PHILIP · title BOARD OF GOVERNORS, VICE PRESIDENT → BOARD OF GOVERNORS, VICE PRESIDENT, CHAIRMAN
Mar 27, 2020 filing
- No longer listedFEDERATED INVESTORS, INC. · SHAREHOLDER · 75% or more · indirect via FII HOLDINGS, INC. · control person · listed since Mar 1983
- AddedFEDERATED HERMES, INC. · SHAREHOLDER · 75% or more · indirect via FII HOLDINGS, INC. · control person
Oct 25, 2019 filing
- AddedBOYCE, MICHAEL, JOSEPH · BOARD OF GOVERNORS · Less than 5% · control person
- AddedCUNNINGHAM, DEBORAH, ANN · BOARD OF GOVERNORS · Less than 5% · control person
- AddedWALSH, RONAN · BOARD OF GOVERNORS · Less than 5% · control person
Jul 30, 2015 filing
- No longer listedBOUDA, BRIAN, PAUL · CHIEF COMPLIANCE OFFICER - U.S. OPERATIONS · Less than 5% · control person · listed since Sep 2013
- AddedVAN METER, STEPHEN, PAUL · CHIEF COMPLIANCE OFFICER - U.S. OPERATIONS · Less than 5% · control person
Older changes (2 more filings)
Mar 31, 2014 filing
- No longer listedFEDERATED INTERNATIONAL HOLDINGS BV · SHAREHOLDER · 75% or more · indirect via FEDERATED HOLDINGS (UK) · control person · listed since Dec 2011
- AddedFEDERATED INTERNATIONAL HOLDINGS BV · SHAREHOLDER · 75% or more · indirect via FEDERATED HOLDINGS (UK) LTD · control person
- ChangedCERESINO, GORDON, JOSEPH · title BOARD OF GOVENORS, PRESIDENT, CEO → BOARD OF GOVERNORS, PRESIDENT, CEO
- ChangedDULSKI, GREGORY, PHILIP · title BOARD OF GOVENORS, VICE PRESIDENT → BOARD OF GOVERNORS, VICE PRESIDENT
- ChangedMCAULEY, DENIS · title BOARD OF GOVENORS → BOARD OF GOVERNORS
Sep 16, 2013 filing (earliest on record)
- ListedBENSON, JUDITH, M · CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedBOUDA, BRIAN, PAUL · CHIEF COMPLIANCE OFFICER - U.S. OPERATIONS · Less than 5% · control person
- ListedCERESINO, GORDON, JOSEPH · BOARD OF GOVENORS, PRESIDENT, CEO · Less than 5% · control person
- ListedDULSKI, GREGORY, PHILIP · BOARD OF GOVENORS, VICE PRESIDENT · Less than 5% · control person
- ListedFEDERATED GLOBAL HOLDINGS LLC · PARTNER · Less than 5% · control person
- ListedFEDERATED HOLDINGS (UK) LTD · PARTNER · 75% or more · control person
- ListedFEDERATED HOLDINGS (UK) LTD · SHAREHOLDER · 75% or more · indirect via FEDERATED GLOBAL HOLDINGS LLC · control person
- ListedFEDERATED INTERNATIONAL HOLDINGS BV · SHAREHOLDER · 75% or more · indirect via FEDERATED HOLDINGS (UK) · control person
- ListedFEDERATED INVESTORS, INC. · SHAREHOLDER · 75% or more · indirect via FII HOLDINGS, INC. · control person
- ListedFII HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via FEDERATED INTERNATIONAL HOLDINGS BV · control person
- ListedGEPP, DENNIS, F · MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ListedMCAULEY, DENIS · BOARD OF GOVENORS · Less than 5% · control person
- ListedNOVAK, RICHARD, ANTHONY · TREASURER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$639.7M +404.2%
- APPLE INC$604.7M +51.7%
- ASTERA LABS INC$423.4M +1418.9%
- ADVANCED MICRO DEVICES INC$371.6M +526.5%
- REGIONS FINANCIAL CORP NEW$337.3M +154742.1%
Top Trims
- CHEVRON CORPORATION-$327.7M -45.2%
- TRUIST FINL CORP-$277.5M -58.3%
- HUNTINGTON BANCSHARES INC-$203.6M -99.9%
- EXXON MOBIL CORP-$190.4M -60.9%
- PALANTIR TECHNOLOGIES INC-$169.2M -85.6%
New Positions
- ANGLOGOLD ASHANTI PLC$165.1M
- SPACE EXPLORATION TECHN CORP$113.0M
- AFFIRM HLDGS INC$63.0M
- QUANTINUUM INC$32.2M
- TWIST BIOSCIENCE CORP$30.7M
Exited Positions
- CENTESSA PHARMACEUTICALS PLC$81.4M
- KLAVIYO INC$51.4M
- TELUS CORPORATION$33.5M
- SPORTRADAR GROUP AG$30.5M
- CATALYST PHARMACEUTICALS INC$18.3M
FEDERATED HERMES, INC. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $1.30B | 1.86% | 4,480,375 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.26B | 1.81% | 6,275,633 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $909.7M | 1.31% | 2,545,526 | SH |
| 4 | VIKING HOLDINGS LTD | VIK | G93A5A101 | $661.3M | 0.95% | 6,317,820 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $659.6M | 0.95% | 1,768,206 | SH |
| 6 | GE VERNOVA INC | GEV | 36828A101 | $582.1M | 0.84% | 495,425 | SH |
| 7 | BANK OF NY MELLON CORP | BNY | 064058100 | $558.1M | 0.80% | 3,859,059 | SH |
| 8 | MICRON TECHNOLOGY INC | MU | 595112103 | $477.9M | 0.69% | 413,990 | SH |
| 9 | ABBVIE INC | ABBV | 00287Y109 | $469.1M | 0.67% | 1,864,254 | SH |
| 10 | US BANCORP | USB | 902973304 | $450.5M | 0.65% | 7,458,588 | SH |
| 11 | GE AEROSPACE | GE | 369604301 | $446.5M | 0.64% | 1,194,730 | SH |
| 12 | AMERIPRISE FINL INC | AMP | 03076C106 | $443.7M | 0.64% | 967,272 | SH |
| 13 | BROADCOM INC | AVGO | 11135F101 | $439.9M | 0.63% | 1,164,395 | SH |
| 14 | FISERV INC | FISV | 337738108 | $426.3M | 0.61% | 8,690,116 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $419.6M | 0.60% | 1,760,505 | SH |
| 16 | PAYCHEX INC | PAYX | 704326107 | $418.0M | 0.60% | 4,251,210 | SH |
| 17 | LULULEMON ATHLETICA INC | LULU | 550021109 | $382.6M | 0.55% | 3,350,534 | SH |
| 18 | TESLA INC | TSLA | 88160R101 | $368.8M | 0.53% | 876,933 | SH |
| 19 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $358.7M | 0.52% | 8,470,848 | SH |
| 20 | ABBVIE INC | ABBV | 00287Y109 | $357.5M | 0.51% | 1,420,835 | SH |
| 21 | VERTIV HOLDINGS CO | VRT | 92537N108 | $353.7M | 0.51% | 1,056,321 | SH |
| 22 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $351.6M | 0.51% | 1,428,077 | SH |
| 23 | QUANTA SVCS INC | PWR | 74762E102 | $344.4M | 0.50% | 478,298 | SH |
| 24 | KIMCO REALTY CORP | KIM | 49446R109 | $331.3M | 0.48% | 13,070,106 | SH |
| 25 | PROLOGIS INC. | PLD | 74340W103 | $329.8M | 0.47% | 2,434,158 | SH |
| 26 | META PLATFORMS INC | META | 30303M102 | $322.7M | 0.46% | 572,943 | SH |
| 27 | COMFORT SYS USA INC | FIX | 199908104 | $322.2M | 0.46% | 162,572 | SH |
| 28 | EVERGY INC | EVRG | 30034W106 | $320.8M | 0.46% | 3,711,909 | SH |
| 29 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $314.0M | 0.45% | 951,060 | SH |
| 30 | ASTERA LABS INC | ALAB | 04626A103 | $312.6M | 0.45% | 647,254 | SH |
| 31 | COMFORT SYS USA INC | FIX | 199908104 | $309.7M | 0.45% | 156,284 | SH |
| 32 | VEEVA SYS INC | VEEV | 922475108 | $307.2M | 0.44% | 1,731,036 | SH |
| 33 | AMCOR PLC | AMCR | G0250X149 | $302.3M | 0.43% | 6,972,416 | SH |
| 34 | WEC ENERGY GROUP INC | WEC | 92939U106 | $290.1M | 0.42% | 2,483,980 | SH |
| 35 | NVIDIA CORPORATION | NVDA | 67066G104 | $285.9M | 0.41% | 1,429,092 | SH |
| 36 | PHILIP MORRIS INTL INC | PM | 718172109 | $274.1M | 0.39% | 1,515,033 | SH |
| 37 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $273.8M | 0.39% | 292,687 | SH |
| 38 | FIRSTENERGY CORP | FE | 337932107 | $272.8M | 0.39% | 5,738,417 | SH |
| 39 | PFIZER INC | PFE | 717081103 | $272.8M | 0.39% | 11,327,263 | SH |
| 40 | INTUIT | INTU | 461202103 | $272.6M | 0.39% | 1,044,273 | SH |
| 41 | MEDTRONIC PLC | MDT | G5960L103 | $272.4M | 0.39% | 3,482,421 | SH |
| 42 | QUANTA SVCS INC | PWR | 74762E102 | $271.1M | 0.39% | 376,438 | SH |
| 43 | HOWMET AEROSPACE INC | HWM | 443201108 | $270.3M | 0.39% | 1,005,377 | SH |
| 44 | APPLE INC | AAPL | 037833100 | $267.6M | 0.38% | 924,879 | SH |
| 45 | LAM RESEARCH CORP | LRCX | 512807306 | $265.9M | 0.38% | 613,666 | SH |
| 46 | ENBRIDGE INC | ENB | 29250N105 | $265.1M | 0.38% | 4,890,486 | SH |
| 47 | US BANCORP | USB | 902973304 | $261.5M | 0.38% | 4,330,008 | SH |
| 48 | PEPSICO INC | PEP | 713448108 | $256.4M | 0.37% | 1,893,524 | SH |
| 49 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $256.1M | 0.37% | 335,615 | SH |
| 50 | MERCK & CO INC | MRK | 58933Y105 | $255.9M | 0.37% | 1,991,278 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $69.55B | 4,004 | 0001623632-26-001176 |
| 2026-03-31 | 2026-05-11 | $61.49B | 3,984 | 0001623632-26-000680 |
| 2025-12-31 | 2026-02-12 | $59.86B | 3,963 | 0001623632-26-000246 |
| 2025-09-30 | 2025-11-03 | $56.64B | 4,188 | 0001623632-25-001496 |
Filer Information
Address
1001 LIBERTY AVENUEPITTSBURGH, PA 15222
Phone
(412) 288-1900
Filing Manager
FEDERATED HERMES, INC.
PITTSBURGH, PA
Signatory
Megan Dolan
Senior Investment Management Compliance Officer