13F-HR: Federated Hermes Discloses $59.85 Billion in Q4 2025 Holdings

Federated Hermes, Inc. has filed its Form 13F-HR, revealing significant equity holdings totaling over $59.85 billion across 3,963 positions as of December 31, 2025.

Summary

• Federated Hermes, Inc. submitted its quarterly holdings report (Form 13F-HR) for the calendar quarter ended December 31, 2025.
• The report details an aggregate fair market value of $59,855,075,501 for its investment portfolio.
• The portfolio comprises 3,963 distinct holdings entries.
• Federated Hermes is deemed to share investment discretion over all reported investments, including those managed by its affiliated institutional investment managers: 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: 7

Explanation: StockSavvy.ai views this filing positively, reflecting Federated Hermes' continued significant presence and active management of a large, diversified portfolio, which is a sign of stability and ongoing market participation.

Positives

• The substantial total value of holdings, $59.85 billion, indicates Federated Hermes' significant scale and active management in the market.
• The diverse portfolio of 3,963 holdings suggests a broad investment strategy and potentially diversified risk across numerous companies and sectors.

Risks

• The filing includes a standard SEC disclaimer that the information has not necessarily been reviewed for accuracy and completeness, and readers should not assume it is accurate and complete.

Future Outlook

The Form 13F-HR is a historical disclosure of equity holdings and does not contain forward-looking statements or guidance from Federated Hermes, Inc. regarding future investment strategies or market expectations.

Management Comments

• "The institutional investment manager filing this report and the person by whom it is signed hereby represent that 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."
• "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

StockSavvy.ai notes that Federated Hermes' substantial reported assets under management, nearing $60 billion, positions it as a significant player within the institutional investment management sector. The breadth of its holdings, managed across multiple affiliated entities, reflects a diversified approach common among large-scale asset managers aiming to capture opportunities across various market segments.

Comparison to Industry Standards

• Federated Hermes' reported AUM of nearly $60 billion places it among the larger institutional investment managers, comparable in scale to other diversified asset management firms that manage a wide array of funds and private accounts.
• The number of holdings (3,963) is indicative of a highly diversified portfolio, a common strategy for large asset managers like BlackRock or Vanguard, though the specific composition would require deeper analysis of the individual holdings.

Stakeholder Impact

• Shareholders of Federated Hermes, Inc. benefit from the transparency of its investment activities, demonstrating the firm's continued asset management scale.
• Investors in Federated Hermes' funds gain insight into the aggregate holdings managed by the firm, which can inform their understanding of the underlying investment strategies.
• The broader market gains transparency into the significant positions held by a major institutional investor, which can influence market sentiment for specific securities.

Next Steps

• Federated Hermes, Inc. will continue to file Form 13F-HR quarterly to disclose its institutional equity holdings.

Key Dates

Keywords

Federated Hermes, 13F-HR, Institutional Investment Manager, Equity Holdings, Portfolio Disclosure, Investment Management, Asset Management, SEC Filing, Q4 2025