Hotchkis & Wiley Capital Management
FHI icon

Hotchkis & Wiley Capital Management’s Federated Hermes FHI Stock Holding History

Hotchkis & Wiley Capital Management’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6M Buy
246,370
+4,350
+2% +$246K 0.04% 193
2026
Q1 		$13.7M Sell
242,020
-1,404
-0.6% -$76.9K 0.04% 134
2025
Q4 		$12.7M Buy
243,424
+2,011
+0.8% +$102K 0.04% 179
2025
Q3 		$12.5M Sell
241,413
-65,684
-21% -$3.33M 0.04% 187
2025
Q2 		$13.6M Sell
307,097
-36,666
-11% -$1.51M 0.04% 155
2025
Q1 		$14M Sell
343,763
-19,392
-5% -$757K 0.05% 135
2024
Q4 		$14.9M Buy
363,155
+8,100
+2% +$327K 0.05% 139
2024
Q3 		$13.1M Sell
355,055
-13,100
-4% -$449K 0.04% 165
2024
Q2 		$12.1M Buy
368,155
+35,605
+11% +$1.19M 0.04% 182
2024
Q1 		$12M Sell
332,550
-12,200
-4% -$429K 0.04% 191
2023
Q4 		$11.7M Buy
344,750
+33,710
+11% +$1.1M 0.04% 183
2023
Q3 		$10.5M Buy
311,040
+31,160
+11% +$1.07M 0.04% 185
2023
Q2 		$10M Buy
279,880
+6,110
+2% +$236K 0.04% 197
2023
Q1 		$11M Buy
273,770
+12,155
+5% +$477K 0.04% 139
2022
Q4 		$9.5M Buy
261,615
+59,310
+29% +$2.08M 0.04% 190
2022
Q3 		$6.7M Sell
202,305
-19,570
-9% -$668K 0.03% 226
2022
Q2 		$7.05M Sell
221,875
-9,445
-4% -$299K 0.03% 239
2022
Q1 		$7.88M Buy
231,320
+27,505
+13% +$936K 0.03% 245
2021
Q4 		$7.66M Sell
203,815
-3,100
-1% -$108K 0.02% 237
2021
Q3 		$6.72M Sell
206,915
-19,230
-9% -$627K 0.02% 267
2021
Q2 		$7.67M Buy
226,145
+13,200
+6% +$420K 0.02% 231
2021
Q1 		$6.67M Buy
212,945
+39,545
+23% +$1.16M 0.02% 234
2020
Q4 		$5.01M Buy
173,400
+62,290
+56% +$1.66M 0.02% 279
2020
Q3 		$2.39M Buy
+111,110
New +$2.64M 0.01% 359
2019
Q2 		– Sell
-104,671
Closed -$3.07M – 482
2019
Q1 		$3.07M Sell
104,671
-63,670
-38% -$1.77M 0.01% 310
2018
Q4 		$4.47M Sell
168,341
-35,204
-17% -$875K 0.02% 134
2018
Q3 		$4.91M Buy
203,545
+56,724
+39% +$1.33M 0.02% 190
2018
Q2 		$3.42M Buy
146,821
+133,819
+1,029% +$3.58M 0.01% 197
2018
Q1 		$434K Hold
13,002
– – ﹤0.01% 416
2017
Q4 		$469K Buy
+13,002
New +$421K ﹤0.01% 411

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management's FHI Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its Federated Hermes (FHI) stake by 1.8% in Q2 2026, buying an estimated $246K and bringing the position to 246,370 shares worth $13.6M. The position accounts for 0.04% of the portfolio, ranked #193.

Hotchkis & Wiley Capital Management first reported a position in FHI in Q4 2017 and has held it in 30 quarters since. The position peaked at $14.9M in Q4 2024. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 246,370 shares of Federated Hermes worth $13.6M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 4,350 Federated Hermes shares in Q2 2026, an estimated $246K.
  • Federated Hermes made up 0.04% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #193 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Federated Hermes in Q4 2017 and has held it in 30 quarters since.
  • Hotchkis & Wiley Capital Management's Federated Hermes position peaked at $14.9M in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.