Federated Hermes, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Federated Hermes, Inc. reported 2,029 stock positions worth $69.5 billion. Its top holding was Nvidia (NVDA) at 2.7% of the portfolio, followed by Apple (AAPL, 2.6%) and Alphabet Class A (GOOGL, 2.0%). Compared with Q1 2026, it opened 169 new positions, sold out of 182, added to 863 and reduced 916. The biggest buy was Micron Technology (MU, shares +48%) and the biggest sale Chevron (CVX, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001056288
- Portfolio Value
- $69.5B (Q2 2026)
- SEC Filing
- 0001623632-26-001176 ↗ filed Aug 12, 2026
Holdings Value
Holdings 2,029 stocks · $69.5B
| NVDA Nvidia Corp. | 2.73% | 9,482,880 | $1.9B | Add +3.6% |
| AAPL Apple Inc. | 2.55% | 6,133,414 | $1.8B | Add +33.0% |
| GOOGL Alphabet Inc. Class A | 1.97% | 3,825,184 | $1.4B | Reduce -22.1% |
| ABBV Abbvie Inc. | 1.61% | 4,461,449 | $1.1B | Add +12.1% |
| MSFT Microsoft Corp. | 1.40% | 2,615,725 | $975.7M | Reduce -12.6% |
| GEV GE Vernova Inc. | 1.31% | 774,251 | $909.6M | Reduce -1.4% |
| VIK Viking Holdings Ltd. | 1.24% | 8,239,807 | $862.5M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 1.19% | 3,469,717 | $827.0M | Reduce -2.0% |
| MU Micron Technology Inc. | 1.15% | 691,290 | $797.9M | Add +47.6% |
| GE General Electric filed as GE AEROSPACE | 1.05% | 1,958,198 | $731.8M | Add +36.8% |
| USB US Bancorp | 1.02% | 11,797,102 | $712.5M | Add +2.5% |
| AVGO Broadcom Inc. | 1.02% | 1,882,798 | $711.2M | Reduce -21.3% |
| FIX Comfort Systems USA Inc. | 0.97% | 341,485 | $676.8M | Add +27.9% |
| PWR Quanta Services Inc. | 0.89% | 861,233 | $620.1M | Add +17.3% |
| BNY Bank of New York Mellon Corp. | 0.88% | 4,220,166 | $610.3M | Reduce -2.6% |
| VZ Verizon Communications Inc. | 0.84% | 13,744,076 | $581.9M | Add +1.0% |
| PAYX Paychex Inc. | 0.83% | 5,881,768 | $578.4M | Reduce -0.1% |
| PNC PNC Financial Services Group | 0.81% | 2,293,597 | $564.7M | Reduce -20.8% |
| PLD Prologis Inc. | 0.76% | 3,920,775 | $531.1M | Add +1.2% |
| PM Philip Morris International | 0.76% | 2,919,665 | $528.2M | Reduce -15.4% |
| PFE Pfizer Inc. | 0.72% | 20,825,845 | $501.5M | Reduce -3.0% |
| AMGN Amgen Inc. | 0.71% | 1,372,553 | $497.0M | Add +20.8% |
| AMCR Amcor PLC | 0.71% | 11,342,791 | $491.7M | Add +6.7% |
| FISV Fiserv Inc. | 0.70% | 9,906,846 | $485.9M | Add +14.4% |
| DUK Duke Energy Corp. | 0.69% | 3,816,303 | $483.1M | Reduce -0.0% |
| WEC WEC Energy Group Inc. | 0.69% | 4,125,344 | $481.7M | Add +20.5% |
| FE Firstenergy Corp. | 0.67% | 9,796,988 | $465.7M | Add +0.4% |
| AMP Ameriprise Financial Inc. | 0.67% | 1,013,123 | $464.8M | Reduce -3.7% |
| KIM Kimco Realty Corp. | 0.66% | 18,175,590 | $460.8M | Add +1.6% |
| PEP Pepsico Inc. | 0.66% | 3,398,714 | $460.2M | Add +16.1% |
| ALAB Astera Labs Inc. | 0.65% | 938,311 | $453.2M | Add +244.6% |
| AMD Advanced Micro Devices | 0.64% | 761,241 | $442.2M | Add +119.4% |
| VRT Vertiv Holdings Co. Class A | 0.62% | 1,284,560 | $430.1M | Reduce -27.4% |
| AMT American Tower Corp. | 0.61% | 2,608,858 | $426.7M | Reduce -5.3% |
| COST Costco Wholesale Corp. | 0.61% | 453,439 | $424.2M | Reduce -8.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.60% | 550,473 | $420.1M | Add +36.7% |
| TSLA Tesla Inc. | 0.60% | 997,974 | $419.7M | Add +73.0% |
| META Meta Platforms Inc. Class A | 0.60% | 739,037 | $416.3M | Reduce -1.2% |
| LULU Lululemon Athletica Inc. | 0.60% | 3,625,210 | $413.9M | Add +20.7% |
| MDT Medtronic PLC | 0.58% | 5,133,708 | $401.6M | Add +93.9% |
| CVX Chevron Corp. | 0.57% | 2,400,279 | $397.9M | Reduce -31.6% |
| TRV The Travelers Cos Inc. | 0.55% | 1,150,876 | $379.9M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.53% | 2,852,266 | $366.5M | Reduce -5.2% |
| VEEV Veeva Systems Inc. Class A | 0.50% | 1,972,031 | $350.0M | Add +19.2% |
| PPL PPL Corp. | 0.50% | 9,477,781 | $344.5M | Add +15.3% |
| RF Regions Financial Corp. | 0.49% | 11,174,523 | $337.5M | Add +133822.9% |
| LITE Lumentum Holdings Inc. | 0.48% | 386,416 | $331.6M | Add +34.4% |
| EVRG Evergy Inc. | 0.46% | 3,713,776 | $321.0M | Add +0.1% |
| HWM Howmet Aerospace Inc. | 0.46% | 1,184,864 | $318.6M | Reduce -37.0% |
| ADP Automatic Data Processing | 0.46% | 1,415,748 | $317.1M | Add +2050.8% |
| LRCX Lam Research Corp. | 0.45% | 726,236 | $314.7M | Add +30.0% |
| DDOG Datadog Inc. Class A | 0.45% | 1,207,985 | $314.5M | Add +45.7% |
| NTRA Natera Inc. | 0.44% | 1,138,968 | $309.2M | Add +4.5% |
| INTU Intuit Inc. | 0.44% | 1,177,451 | $307.3M | Add +235.0% |
| LLY Eli Lilly & Co. | 0.44% | 255,206 | $306.1M | Add +15.1% |
| CME Cme Group Inc. | 0.44% | 1,385,450 | $305.9M | Reduce -11.2% |
| GH Guardant Health Inc. | 0.43% | 1,999,178 | $299.9M | Add +5.9% |
| KMB Kimberly-Clark Corp. | 0.43% | 2,696,688 | $296.0M | Add +2.1% |
| NFLX Netflix Inc. | 0.42% | 4,107,959 | $293.3M | Add +232.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 597,256 | $285.2M | Reduce -15.5% |
| TER Teradyne Inc. | 0.39% | 560,824 | $271.3M | Reduce -60.2% |
| ENB Enbridge Inc. | 0.38% | 4,916,276 | $266.5M | Add +0.5% |
| IT Gartner Inc. | 0.38% | 2,044,435 | $265.0M | Add +20.9% |
| MO Altria Group Inc. | 0.38% | 3,638,830 | $261.8M | Add +49.5% |
| ANET Arista Networks Inc. | 0.37% | 1,503,244 | $255.4M | Add +20.4% |
| MDLZ Mondelez International Inc. Class A | 0.36% | 4,362,712 | $252.3M | Add +10.8% |
| ACN Accenture PLC Class A | 0.35% | 1,961,926 | $244.1M | Add +134.5% |
| KLAC KLA Corp. | 0.35% | 804,150 | $242.6M | Reduce -4.4% |
| JPM JPMorgan Chase & Co. | 0.35% | 740,574 | $242.4M | Add +58.6% |
| DRI Darden Restaurants Inc. | 0.34% | 1,163,878 | $239.8M | Add +503.6% |
| FIVE Five Below | 0.34% | 1,329,016 | $238.9M | Reduce -13.1% |
| AMAT Applied Materials Inc. | 0.33% | 320,894 | $232.0M | Add +239.8% |
| TXN Texas Instruments Inc. | 0.33% | 771,692 | $230.0M | Add +154.3% |
| FTNT Fortinet Inc. | 0.33% | 1,477,221 | $226.9M | Add +53.8% |
| TTE Totalenergies SE | 0.32% | 2,878,671 | $223.8M | Reduce -25.3% |
| STT State Street Corp. | 0.32% | 1,305,323 | $221.4M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.31% | 1,067,080 | $218.8M | Add +32.7% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.31% | 719,905 | $216.7M | Add +4.7% |
| HEI Heico Corp. | 0.29% | 563,808 | $200.8M | Reduce -7.6% |
| MPWR Monolithic Power Systems Inc. | 0.29% | 144,949 | $200.4M | Add +198.5% |
| NGG National Grid PLC-SP ADR | 0.29% | 2,397,738 | $198.7M | Add +11.9% |
| TFC Truist Financial Corp. | 0.29% | 3,988,266 | $198.7M | Reduce -61.5% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.29% | 1,785,716 | $198.3M | Add +38.8% |
| XEL Xcel Energy Inc. | 0.28% | 2,458,085 | $197.4M | Reduce -15.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.28% | 10,877,783 | $196.7M | Add +42.6% |
| TRGP Targa Resources Corp. | 0.28% | 726,768 | $194.9M | Add +14.2% |
| TRP TC Energy Corp. | 0.27% | 2,851,043 | $189.0M | Add +0.6% |
| TYL Tyler Technologies Inc. | 0.27% | 642,420 | $187.9M | Add +101.6% |
| AAP Advance Auto Parts Inc. | 0.27% | 3,002,495 | $186.8M | Reduce -1.3% |
| BTI British American Tob-SP ADR | 0.27% | 3,019,452 | $186.5M | Reduce -18.3% |
| JNJ Johnson & Johnson | 0.27% | 732,891 | $186.1M | Add +90.9% |
| COHR Coherent Corp. | 0.27% | 470,137 | $185.5M | Add +131961.0% |
| SO The Southern Co. | 0.27% | 1,936,635 | $185.4M | Add +2.5% |
| TT Trane Technologies PLC | 0.26% | 371,540 | $182.5M | Reduce -14.4% |
| EME Emcor Group Inc. | 0.26% | 217,549 | $180.5M | Reduce -1.4% |
| EXPE Expedia Group Inc. | 0.26% | 699,618 | $179.0M | Reduce -3.6% |
| SNOW Snowflake Inc. | 0.26% | 701,624 | $178.6M | Add +104.9% |
| WMT Walmart Inc. | 0.26% | 1,566,923 | $177.5M | Add +48.9% |
| CAH Cardinal Health Inc. | 0.25% | 742,549 | $176.4M | Reduce -6.6% |
| LYV Live Nation Entertainment Inc. | 0.25% | 962,959 | $176.3M | Add +65.3% |
Other holdings (9): bonds, preferreds, convertibles and warrants · $20.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 65,273 | $7.8M | No change |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 79,821 | $4.2M | No change |
| SOUTHERN CO (SO 7.125 12/15/28 A) | UNIT 12/15/2028 | 60,000 | $3.0M | No change |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 38,658 | $2.4M | No change |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 37,000 | $2.0M | No change |
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | 10,000 | $509K | New |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A · principal | 36,434 | $25K | Add +30.1% |
| WHIRLPOOL CORP (WHR 8.5 02/15/29 A) | 8.5 DEP SR A CNV · principal | 61,000 | $21K | No change |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD · principal | 28,000 | $10K | No change |
Total filed on the 13F, all lines: $69.5B.
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -31.6% | 0.57% | −0.61 |
| TFC Truist Financial Corp. | Reduce -61.5% | 0.29% | −0.49 |
| MSFT Microsoft Corp. | Reduce -12.6% | 1.40% | −0.40 |
| XOM Exxon Mobil Corp. | Reduce -51.4% | 0.18% | −0.33 |
| HBAN Huntington Bancshares Inc. | Reduce -99.9% | 0.00% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -22.1% | 1.97% | −0.33 |
| CME Cme Group Inc. | Reduce -11.2% | 0.44% | −0.31 |
| TER Teradyne Inc. | Reduce -60.2% | 0.39% | −0.29 |
| UNH Unitedhealth Group Inc. | Reduce -69.6% | 0.20% | −0.29 |
| PLTR Palantir Technologies Inc. Class A | Reduce -81.9% | 0.04% | −0.28 |
| KO The Coca-Cola Co. | Reduce -81.1% | 0.06% | −0.27 |
| LNG Cheniere Energy Inc. | Reduce -51.2% | 0.15% | −0.27 |
| PFE Pfizer Inc. | Reduce -3.0% | 0.72% | −0.26 |
| TTE Totalenergies SE | Reduce -25.3% | 0.32% | −0.25 |
| HWM Howmet Aerospace Inc. | Reduce -37.0% | 0.46% | −0.25 |
| CRM Salesforce Inc. | Reduce -95.5% | 0.01% | −0.25 |
| CE Celanese Corp. | Reduce -33.3% | 0.17% | −0.24 |
| FIVE Five Below | Reduce -13.1% | 0.34% | −0.22 |
| BKNG Booking Holdings Inc. | Reduce -97.7% | 0.00% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -8.1% | 0.61% | −0.19 |
| CVNA Carvana Co. | Reduce -93.2% | 0.01% | −0.19 |
| VLTO Veralto Corp. | Reduce -40.7% | 0.20% | −0.18 |
| COR Cencora Inc. | Reduce -34.6% | 0.20% | −0.18 |
| MA Mastercard Inc. Class A | Reduce -93.3% | 0.01% | −0.18 |
| AVGO Broadcom Inc. | Reduce -21.3% | 1.02% | −0.18 |
| PNC PNC Financial Services Group | Reduce -20.8% | 0.81% | −0.17 |
| PM Philip Morris International | Reduce -15.4% | 0.76% | −0.17 |
| AMT American Tower Corp. | Reduce -5.3% | 0.61% | −0.16 |
| NRG NRG Energy Inc. | Reduce -95.3% | 0.01% | −0.16 |
| BAC Bank of America Corp. | Reduce -55.0% | 0.13% | −0.16 |
| UBER Uber Technologies Inc. | Reduce -39.0% | 0.18% | −0.15 |
| QCOM Qualcomm Inc. | Reduce -69.3% | 0.10% | −0.15 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -52.4% | 0.14% | −0.15 |
| INSM Insmed Inc. | Reduce -100.0% | 0.00% | −0.14 |
| V Visa Inc. Class A | Reduce -54.4% | 0.12% | −0.14 |
| MDB Mongodb Inc. | Reduce -73.7% | 0.07% | −0.14 |
| FOXA Fox Corp. Class A | Reduce -99.9% | 0.00% | −0.14 |
| SNY Sanofi-ADR | Reduce -19.0% | 0.24% | −0.14 |
| KRMN Karman Holdings Inc. | Reduce -72.7% | 0.02% | −0.14 |
| CNTA Centessa Pharmaceuticals Ltd. | Sold out | 0.00% | −0.13 |
| SLAB Silicon Laboratories Inc. | Reduce -99.3% | 0.00% | −0.13 |
| RDDT Reddit Inc. Class A | Reduce -63.9% | 0.09% | −0.12 |
| BMO Bank of Montreal | Reduce -91.9% | 0.01% | −0.12 |
| TJX TJX Companies Inc. | Reduce -24.4% | 0.21% | −0.12 |
| DUK Duke Energy Corp. | Reduce -0.0% | 0.69% | −0.12 |
| ROL Rollins Inc. | Reduce -99.4% | 0.00% | −0.11 |
| DT Dynatrace Inc. | Reduce -70.2% | 0.05% | −0.11 |
| BSX Boston Scientific Corp. | Reduce -95.6% | 0.00% | −0.10 |
| VRT Vertiv Holdings Co. Class A | Reduce -27.4% | 0.62% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.60% | −0.10 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +47.6% | 1.15% | +0.89 |
| AAPL Apple Inc. | Add +33.0% | 2.55% | +0.65 |
| ALAB Astera Labs Inc. | Add +244.6% | 0.65% | +0.60 |
| AMD Advanced Micro Devices | Add +119.4% | 0.64% | +0.52 |
| RF Regions Financial Corp. | Add +133822.9% | 0.49% | +0.48 |
| ADP Automatic Data Processing | Add +2050.8% | 0.46% | +0.43 |
| GE General Electric | Add +36.8% | 1.05% | +0.39 |
| FIX Comfort Systems USA Inc. | Add +27.9% | 0.97% | +0.37 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +36.7% | 0.60% | +0.35 |
| DDOG Datadog Inc. Class A | Add +45.7% | 0.45% | +0.29 |
| DRI Darden Restaurants Inc. | Add +503.6% | 0.34% | +0.28 |
| AMAT Applied Materials Inc. | Add +239.8% | 0.33% | +0.28 |
| COHR Coherent Corp. | Add +131961.0% | 0.27% | +0.27 |
| LRCX Lam Research Corp. | Add +30.0% | 0.45% | +0.26 |
| TSLA Tesla Inc. | Add +73.0% | 0.60% | +0.25 |
| HSY The Hershey Co. | Add +68003.0% | 0.25% | +0.25 |
| AU Anglogold Ashanti PLC | New | 0.24% | +0.24 |
| PWR Quanta Services Inc. | Add +17.3% | 0.89% | +0.24 |
| TXN Texas Instruments Inc. | Add +154.3% | 0.33% | +0.23 |
| NFLX Netflix Inc. | Add +232.7% | 0.42% | +0.23 |
| WDC Western Digital Corp. | Add +953.1% | 0.22% | +0.21 |
| ABBV Abbvie Inc. | Add +12.1% | 1.61% | +0.21 |
| MDT Medtronic PLC | Add +93.9% | 0.58% | +0.20 |
| MPWR Monolithic Power Systems Inc. | Add +198.5% | 0.29% | +0.20 |
| FTNT Fortinet Inc. | Add +53.8% | 0.33% | +0.20 |
| INTU Intuit Inc. | Add +235.0% | 0.44% | +0.19 |
| RKLB Rocket Lab Corp. | Add +231.3% | 0.25% | +0.19 |
| INTC Intel Corp. | Add +2887.3% | 0.19% | +0.18 |
| CHTR Charter Communications Inc. Class A | Add +239041.3% | 0.18% | +0.18 |
| BIDU Baidu Inc. - Spon ADR | Add +7793.7% | 0.18% | +0.18 |
| SNOW Snowflake Inc. | Add +104.9% | 0.26% | +0.17 |
| SPCX Space Exploration Techn Class A | New | 0.16% | +0.16 |
| KEYS Keysight Technologies Inc. | Add +11966.5% | 0.15% | +0.15 |
| LITE Lumentum Holdings Inc. | Add +34.4% | 0.48% | +0.15 |
| GH Guardant Health Inc. | Add +5.9% | 0.43% | +0.15 |
| RTX RTX Corp. | Add +384.0% | 0.19% | +0.14 |
| JBL Jabil Inc. | Add +226.5% | 0.18% | +0.14 |
| CRDO Credo Technology Group Holdi | Add +40.3% | 0.19% | +0.14 |
| MTSI Macom Technology Solutions H | Add +5362.1% | 0.14% | +0.13 |
| SNDK Sandisk Corp. | Add +241.5% | 0.15% | +0.13 |
| HL Hecla Mining Co. | Add +955.5% | 0.15% | +0.13 |
| NVDA Nvidia Corp. | Add +3.6% | 2.73% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +58.6% | 0.35% | +0.13 |
| WULF Terawulf Inc. | Add +9080.0% | 0.12% | +0.12 |
| RMD Resmed Inc. | Add +7291.1% | 0.13% | +0.12 |
| ANET Arista Networks Inc. | Add +20.4% | 0.37% | +0.12 |
| MO Altria Group Inc. | Add +49.5% | 0.38% | +0.12 |
| JNJ Johnson & Johnson | Add +90.9% | 0.27% | +0.12 |
| LYV Live Nation Entertainment Inc. | Add +65.3% | 0.25% | +0.11 |
| LLY Eli Lilly & Co. | Add +15.1% | 0.44% | +0.11 |
Notes & Other Activity Q1 2026 → Q2 2026
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | New | 10,000 | $509K |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A · principal | Add +30.1% | 36,434 | $25K |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D · principal | Sold out | 25,879 | $10Kbefore exit |
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | Sold out | 1,303 | $118before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,029 | $69.5B | NVDA, AAPL, GOOGL, ABBV, MSFT |
| Q1 2026 | 2,039 | $61.5B | NVDA, GOOGL, AAPL, MSFT, ABBV |
| Q4 2025 | 2,055 | $59.8B | NVDA, MSFT, GOOGL, AAPL, AMZN |
| Q3 2025 | 2,105 | $56.6B | NVDA, MSFT, GOOGL, ABBV, AAPL |
| Q2 2025 | 2,044 | $53.1B | MSFT, NVDA, AMZN, AAPL, GOOGL |
| Q1 2025 | 2,042 | $46.3B | MSFT, NVDA, AAPL, ABBV, AMZN |
| Q4 2024 | 2,059 | $45.6B | MSFT, NVDA, AMZN, AAPL, VZ |
| Q3 2024 | 2,048 | $45.5B | MSFT, NVDA, VZ, AAPL, AMZN |
| Q2 2024 | 2,013 | $42.2B | MSFT, NVDA, PM, VZ, AMZN |
| Q1 2024 | 2,013 | $43.4B | MSFT, VZ, PM, NVDA, AMZN |