FEDERATED HERMES, INC.
SEC Form 13F institutional filer · CIK 0001056288
13F-HR · 491 reported holdings · 2026-03-31
Global investment manager offering mutual funds and separate accounts.
Reported long-US-equity value
$42.98B
Top-10 concentration
22.6%
FEDERATED HERMES, INC. — $43B AUM allocation strategy
FEDERATED HERMES, INC. files SEC Form 13F and reports $43B of long US equity value across 491 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 10.8%, followed by Communication Services 4.9% and Financials 4.0%.
The top 10 holdings account for 23% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
FEDERATED HERMES, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$43B
total across 491 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
23% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KIM +6.58M sh · +$173M+$FISV +4.28M sh · +$189M+$PAYX +3.48M sh · +$272M
Biggest trims (shares)
−$AMCR −32.5M sh · +$62.6M−$XOM −2.93M sh · −$262M−$AEP −2.31M sh · −$259M
Exited to nil (held last quarter, gone now)
$IYY ($488K last qtr)$LEN ($94.6K last qtr)$CPAY ($89.7K last qtr)$IFF ($34K last qtr)$VOO ($7.33K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors5.4%—
- Interactive Media & Services3.3%—
- Diversified Banks2.8%—
- Technology Hardware, Storage & Peripherals2.7%—
- Systems Software2.6%—
- Electric Utilities2.3%—
- Biotechnology2.0%—
- Broadline Retail1.7%—
- Other holdings77.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 9.15M | $1.6B | +1.16M | 3.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 4.91M | $1.41B | +375K | 3.3% |
| $AAPL | Apple Inc | 4.61M | $1.17B | +537K | 2.7% |
| $MSFT | Microsoft Corporation | 2.99M | $1.11B | -46K | 2.6% |
| $ABBV | AbbVie Inc | 3.98M | $866M | +182K | 2.0% |
| $AVGO | Broadcom Inc | 2.39M | $740M | +215K | 1.7% |
| $AMZN | Amazon.com Inc | 3.54M | $738M | -426K | 1.7% |
| $CVX | Chevron Corporation | 3.51M | $726M | +428K | 1.7% |
| $GEV | GE Vernova Inc | 786K | $686M | +141K | 1.6% |
| $VZ | Verizon Communications Inc | 13.6M | $683M | +2.42M | 1.6% |
…and 481 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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