LSV Asset Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $158M | Sell |
2,867,028
-15,201
| -0.5% | -$859K | 0.29% | 111 |
|
|
2026
Q1 | $163M | Sell |
2,882,229
-8,047
| -0.3% | -$441K | 0.35% | 92 |
|
|
2025
Q4 | $150M | Buy |
2,890,276
+489,275
| +20% | +$24.8M | 0.33% | 94 |
|
|
2025
Q3 | $125M | Buy |
2,401,001
+434,859
| +22% | +$22.1M | 0.28% | 114 |
|
|
2025
Q2 | $87.1M | Buy |
1,966,142
+859,053
| +78% | +$35.3M | 0.2% | 145 |
|
|
2025
Q1 | $45.1M | Buy |
1,107,089
+236,313
| +27% | +$9.22M | 0.11% | 213 |
|
|
2024
Q4 | $35.8M | Buy |
870,776
+283,300
| +48% | +$11.4M | 0.08% | 243 |
|
|
2024
Q3 | $21.6M | Buy |
587,476
+225,149
| +62% | +$7.71M | 0.05% | 301 |
|
|
2024
Q2 | $11.9M | Buy |
+362,327
| New | +$12.2M | 0.03% | 415 |
|
|
2023
Q4 | – | Sell |
-83,700
| Closed | -$2.83M | – | 877 |
|
|
2023
Q3 | $2.83M | Sell |
83,700
-8,400
| -9% | -$289K | 0.01% | 582 |
|
|
2023
Q2 | $3.3M | Sell |
92,100
-9,200
| -9% | -$356K | 0.01% | 563 |
|
|
2023
Q1 | $4.07M | Sell |
101,300
-4,580
| -4% | -$180K | 0.01% | 543 |
|
|
2022
Q4 | $3.85M | Sell |
105,880
-13,320
| -11% | -$467K | 0.01% | 541 |
|
|
2022
Q3 | $3.95M | Sell |
119,200
-3,400
| -3% | -$116K | 0.01% | 535 |
|
|
2022
Q2 | $3.9M | Sell |
122,600
-2,200
| -2% | -$69.7K | 0.01% | 544 |
|
|
2022
Q1 | $4.25M | Sell |
124,800
-7,000
| -5% | -$238K | 0.01% | 549 |
|
|
2021
Q4 | $4.95M | Sell |
131,800
-4,100
| -3% | -$142K | 0.01% | 546 |
|
|
2021
Q3 | $4.42M | Hold |
135,900
| – | – | 0.01% | 567 |
|
|
2021
Q2 | $4.61M | Buy |
135,900
+43,100
| +46% | +$1.37M | 0.01% | 569 |
|
|
2021
Q1 | $2.9M | Sell |
92,800
-7,000
| -7% | -$206K | 0.01% | 630 |
|
|
2020
Q4 | $2.88M | Sell |
99,800
-200
| -0.2% | -$5.32K | 0.01% | 639 |
|
|
2020
Q3 | $2.15M | Hold |
100,000
| – | – | ﹤0.01% | 648 |
|
|
2020
Q2 | $2.37M | Hold |
100,000
| – | – | ﹤0.01% | 649 |
|
|
2020
Q1 | $1.91M | Buy |
+100,000
| New | +$2.97M | ﹤0.01% | 644 |
|
|
2019
Q3 | – | Sell |
-27,635
| Closed | -$898K | – | 946 |
|
|
2019
Q2 | $898K | Sell |
27,635
-284,900
| -91% | -$9M | ﹤0.01% | 765 |
|
|
2019
Q1 | $9.16M | Hold |
312,535
| – | – | 0.01% | 485 |
|
|
2018
Q4 | $8.3M | Buy |
312,535
+17,600
| +6% | +$437K | 0.01% | 494 |
|
|
2018
Q3 | $7.11M | Buy |
294,935
+83,900
| +40% | +$1.97M | 0.01% | 556 |
|
|
2018
Q2 | $4.92M | Buy |
211,035
+27,635
| +15% | +$739K | 0.01% | 608 |
|
|
2018
Q1 | $6.13M | Buy |
183,400
+93,900
| +105% | +$3.19M | 0.01% | 558 |
|
|
2017
Q4 | $3.23M | Buy |
89,500
+31,600
| +55% | +$1.02M | 0.01% | 653 |
|
|
2017
Q3 | $1.72M | Buy |
+57,900
| New | +$1.63M | ﹤0.01% | 759 |
|
|
2016
Q3 | – | Sell |
-13,063
| Closed | -$375K | – | 1051 |
|
|
2016
Q2 | $375K | Buy |
+13,063
| New | +$399K | ﹤0.01% | 889 |
|
Other funds holding FHI
SDWMA
JAM
SI
KAS
FRM
LSV Asset Management's FHI Position: Q2 2026 in Review
LSV Asset Management reduced its Federated Hermes (FHI) stake by 0.53% in Q2 2026, selling an estimated $859K and leaving 2,867,028 shares worth $158M. The position accounts for 0.29% of the portfolio, ranked #111.
LSV Asset Management first reported a position in FHI in Q2 2016 and has held it in 33 quarters since. The position peaked at $163M in Q1 2026. 201 funds tracked by Wall St. Rank hold FHI as of Q2 2026.
- LSV Asset Management held 2,867,028 shares of Federated Hermes worth $158M as of Q2 2026.
- LSV Asset Management sold 15,201 Federated Hermes shares in Q2 2026, an estimated $859K.
- Federated Hermes made up 0.29% of LSV Asset Management's portfolio in Q2 2026, its #111 holding.
- LSV Asset Management first reported a position in Federated Hermes in Q2 2016 and has held it in 33 quarters since.
- LSV Asset Management's Federated Hermes position peaked at $163M in Q1 2026.
- 201 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.
Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.