13F-HR: Federated Hermes Discloses $56.6B Q3 2025 Holdings

Federated Hermes, Inc. filed its Form 13F-HR, revealing $56.6 billion in managed equity assets across 4,188 positions as of September 30, 2025.

Summary

• Federated Hermes, Inc. submitted a Form 13F-HR to the SEC for the quarter ended September 30, 2025.
• The report details managed equity assets totaling $56,636,803,707.
• The filing includes 4,188 individual holdings entries.
• Seven other affiliated investment managers are included in this consolidated report, with Federated Hermes, Inc. deemed to share investment discretion over all reported investments.
• Key affiliates include Federated Investment Counseling, Federated Investment Management Company, Federated Advisory Services Company, Federated Equity Management Company of Pennsylvania, Federated Global Investment Management Corp., Federated MDT Advisers, and Hermes Investment Management Limited.

Sentiment

Score: 5

Explanation: The filing is a routine regulatory disclosure of historical holdings, providing factual information without inherent positive or negative sentiment regarding the reporting entity's performance or outlook.

Positives

• Demonstrates transparency in disclosing equity holdings as required by SEC regulations.
• The substantial total value of managed assets ($56.6 billion) indicates significant scale and market presence.
• The detailed breakdown across 4,188 holdings provides comprehensive insight into investment strategies and diversification.

Future Outlook

NA

Management Comments

• The person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.
• By virtue of Rule 13F-1(b) under the Securities Exchange Act of 1934, Federated Hermes is deemed to share investment discretion over all investments reported herein. This filing does not constitute an admission that such investment discretion does in fact exist, but is made solely to comply with applicable law.

Industry Context

Form 13F-HR filings are a standard regulatory requirement for institutional investment managers with over $100 million in equity assets, providing transparency into their public equity holdings. This filing by Federated Hermes, Inc. offers a snapshot of its and its affiliates' investment positions, reflecting their strategic allocations within the broader market. Such disclosures are crucial for market participants to understand large institutional flows and potential influences on specific securities.

Stakeholder Impact

• Shareholders (of Federated Hermes): Provides transparency into the firm's managed equity portfolio, offering insight into its investment activities.
• Investment Professionals/Analysts: Offers valuable data for market analysis, tracking institutional investment trends, and understanding portfolio allocations.
• Regulatory Authorities: Fulfills mandated disclosure requirements, ensuring compliance and market transparency.

Key Dates

Recommendation

This is a standard regulatory disclosure of past equity holdings, not a financial performance report or a strategic announcement. It provides transparency into Federated Hermes' managed assets but offers no new information to warrant a change in investment recommendation for Federated Hermes' stock itself. A 'hold' recommendation reflects the neutral nature of this routine filing.

Keywords

Federated Hermes, 13F-HR, SEC Filing, Institutional Investor, Equity Holdings, Investment Management, Asset Management, Portfolio Disclosure, Q3 2025