Federated Hermes, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Federated Hermes, Inc. reported 2,039 stock positions worth $61.5 billion. Its top holding was Nvidia (NVDA) at 2.6% of the portfolio, followed by Alphabet Class A (GOOGL, 2.3%) and Apple (AAPL, 1.9%). Compared with Q4 2025, it opened 128 new positions, sold out of 144, added to 942 and reduced 849. The biggest buy was Lululemon Athletica (LULU, shares +2271%) and the biggest sale Johnson & Johnson (JNJ, shares −84%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001056288
Portfolio Value
$61.5B (Q1 2026)
SEC Filing
0001623632-26-000680 ↗ filed May 11, 2026

Holdings Value

0$20.0B$40.0B$60.0B$80.0B Q1 2024: $43.4B Q1 2024 Q2 2024: $42.2B Q2 2024 Q3 2024: $45.5B Q3 2024 Q4 2024: $45.6B Q4 2024 Q1 2025: $46.3B Q1 2025 Q2 2025: $53.1B Q2 2025 Q3 2025: $56.6B Q3 2025 Q4 2025: $59.8B Q4 2025 Q1 2026: $61.5B $61.5B Q1 2026 Q2 2026: $69.5B Q2 2026

Holdings 2,039 stocks · $61.5B

NVDA Nvidia Corp. 2.60% 9,154,574 $1.6B Add +14.5%
GOOGL Alphabet Inc. Class A 2.30% 4,909,785 $1.4B Add +8.3%
AAPL Apple Inc. 1.90% 4,610,537 $1.2B Add +13.2%
MSFT Microsoft Corp. 1.80% 2,992,907 $1.1B Reduce -1.5%
ABBV Abbvie Inc. 1.41% 3,980,171 $865.6M Add +4.8%
AVGO Broadcom Inc. 1.20% 2,391,262 $740.1M Add +9.9%
AMZN Amazon.com Inc. 1.20% 3,542,316 $737.8M Reduce -10.8%
CVX Chevron Corp. 1.18% 3,506,787 $725.6M Add +13.9%
GEV GE Vernova Inc. 1.12% 785,564 $685.7M Add +21.8%
VZ Verizon Communications Inc. 1.11% 13,603,175 $682.9M Add +21.7%
VIK Viking Holdings Ltd. 1.03% 8,592,847 $631.4M Reduce -0.2%
PFE Pfizer Inc. 0.98% 21,476,961 $603.1M Add +6.1%
PNC PNC Financial Services Group 0.98% 2,896,468 $602.7M Reduce -1.6%
USB US Bancorp 0.97% 11,510,727 $598.7M Add +0.2%
PM Philip Morris International 0.93% 3,449,381 $570.3M Reduce -10.4%
PAYX Paychex Inc. 0.88% 5,885,576 $542.2M Add +144.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.84% 4,334,220 $514.2M Add +26.7%
PLD Prologis Inc. 0.83% 3,875,686 $512.3M Reduce -11.6%
DUK Duke Energy Corp. 0.81% 3,817,183 $499.8M Add +5.1%
FE Firstenergy Corp. 0.80% 9,754,128 $494.1M Add +13.6%
COST Costco Wholesale Corp. 0.80% 493,417 $491.7M Add +26.3%
FISV Fiserv Inc. 0.79% 8,659,018 $483.2M Add +97.7%
TFC Truist Financial Corp. 0.77% 10,358,097 $476.2M Reduce -1.9%
AMT American Tower Corp. 0.77% 2,756,058 $475.6M Add +365.8%
AMP Ameriprise Financial Inc. 0.76% 1,051,694 $467.4M Add +8.1%
CME Cme Group Inc. 0.75% 1,560,298 $460.8M Add +176.6%
LULU Lululemon Athletica Inc. 0.75% 3,002,767 $459.7M Add +2271.3%
PEP Pepsico Inc. 0.74% 2,926,665 $454.5M Add +9.9%
VRT Vertiv Holdings Co. Class A 0.72% 1,770,187 $443.6M Add +36.5%
HWM Howmet Aerospace Inc. 0.70% 1,879,558 $433.2M Add +20.4%
META Meta Platforms Inc. Class A 0.70% 748,100 $428.0M Reduce -1.3%
AMCR Amcor PLC 0.69% 10,633,915 $422.7M Add +23.1%
TER Teradyne Inc. 0.68% 1,409,567 $417.9M Reduce -9.2%
GE General Electric filed as GE AEROSPACE 0.66% 1,431,996 $406.4M Add +44.7%
PWR Quanta Services Inc. 0.66% 734,461 $403.2M Add +10.3%
KIM Kimco Realty Corp. 0.65% 17,881,707 $401.8M Add +58.2%
AMGN Amgen Inc. 0.65% 1,136,518 $399.9M Reduce -36.8%
WEC WEC Energy Group Inc. 0.64% 3,423,763 $396.4M Add +55.1%
FIX Comfort Systems USA Inc. 0.60% 267,030 $368.2M Reduce -15.9%
MRK Merck & Co. Inc. 0.59% 3,008,096 $361.8M Add +20.7%
TTE Totalenergies SE 0.57% 3,853,531 $350.6M Add +0.4%
FIVE Five Below 0.57% 1,529,552 $349.5M Add +1.4%
TRV The Travelers Cos Inc. 0.55% 1,148,885 $335.1M Add +17.7%
PPL PPL Corp. 0.51% 8,216,966 $313.9M Add +2.8%
XOM Exxon Mobil Corp. 0.51% 1,843,636 $312.8M Reduce -61.4%
EVRG Evergy Inc. 0.49% 3,711,940 $304.1M Reduce -1.3%
UNH Unitedhealth Group Inc. 0.49% 1,111,214 $300.7M Add +1160.1%
VEEV Veeva Systems Inc. Class A 0.47% 1,654,869 $290.7M Add +60.6%
IT Gartner Inc. 0.44% 1,690,528 $267.7M Add +4113.1%
ENB Enbridge Inc. 0.43% 4,892,075 $264.9M Add +0.7%
LNG Cheniere Energy Inc. 0.42% 904,860 $256.8M Add +11.2%
KMB Kimberly-Clark Corp. 0.41% 2,639,964 $254.7M Add +29.2%
CE Celanese Corp. 0.40% 3,782,168 $248.8M Add +1.8%
TSM Taiwan Semiconductor-SP ADR 0.39% 707,181 $239.0M Add +12.7%
VLTO Veralto Corp. 0.39% 2,702,072 $238.9M Reduce -16.4%
COR Cencora Inc. 0.38% 749,559 $235.5M Add +10.6%
XEL Xcel Energy Inc. 0.38% 2,912,161 $231.3M Reduce -20.4%
MDT Medtronic PLC 0.37% 2,647,443 $229.4M Add +899.6%
SNY Sanofi-ADR 0.37% 4,754,359 $229.1M Add +30.5%
ALNY Alnylam Pharmaceuticals Inc. 0.37% 687,816 $227.6M Add +9.5%
MDLZ Mondelez International Inc. Class A 0.37% 3,938,621 $227.0M Add +49.2%
NTRA Natera Inc. 0.35% 1,090,030 $218.0M Add +7.0%
BTI British American Tob-SP ADR 0.35% 3,697,755 $216.2M Reduce -2.1%
TSLA Tesla Inc. 0.35% 576,756 $214.4M Reduce -3.1%
UBER Uber Technologies Inc. 0.34% 2,862,874 $205.9M Reduce -4.2%
LLY Eli Lilly & Co. 0.33% 221,640 $203.9M Reduce -30.8%
HBAN Huntington Bancshares Inc. 0.33% 13,016,348 $203.7M Reduce -0.8%
KO The Coca-Cola Co. 0.33% 2,668,286 $202.9M Reduce -1.8%
LITE Lumentum Holdings Inc. 0.33% 287,444 $202.0M Reduce -8.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.33% 1,254,038 $200.3M Reduce -1.8%
PLTR Palantir Technologies Inc. Class A 0.32% 1,351,712 $197.7M Reduce -13.8%
REGN Regeneron Pharmaceuticals 0.32% 254,946 $197.0M Add +3.4%
ADBE Adobe Inc. 0.32% 804,257 $195.5M Reduce -9.8%
SO The Southern Co. 0.30% 1,889,752 $182.4M Add +5.8%
NGG National Grid PLC-SP ADR 0.29% 2,142,131 $181.2M Reduce -32.4%
TT Trane Technologies PLC 0.29% 433,894 $180.8M Reduce -18.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 3,653,993 $178.1M Reduce -14.9%
TRP TC Energy Corp. 0.29% 2,834,942 $177.5M Add +0.3%
DOX Amdocs Ltd. 0.29% 2,706,299 $176.6M Add +1970.1%
RCL Royal Caribbean Cruises Ltd. 0.29% 640,352 $176.2M Reduce -10.1%
GH Guardant Health Inc. 0.28% 1,887,584 $174.4M Reduce -7.1%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.28% 7,628,435 $173.1M Add +61.9%
DECK Deckers Outdoor Corp. 0.28% 1,708,713 $171.0M Reduce -45.8%
CAH Cardinal Health Inc. 0.27% 794,806 $168.0M Add +4.1%
EXPE Expedia Group Inc. 0.27% 725,950 $167.6M Add +7.6%
HEI Heico Corp. 0.27% 609,927 $167.2M Add +5.6%
STT State Street Corp. 0.27% 1,313,619 $166.3M Add +6.3%
ACN Accenture PLC Class A 0.27% 836,569 $165.9M Add +156.4%
EME Emcor Group Inc. 0.26% 220,534 $162.8M Reduce -9.3%
V Visa Inc. Class A 0.26% 535,199 $161.8M Reduce -35.6%
MO Altria Group Inc. 0.26% 2,434,715 $160.7M Add +17.6%
AAP Advance Auto Parts Inc. 0.26% 3,042,695 $160.5M Add +8.2%
TRGP Targa Resources Corp. 0.26% 636,319 $159.5M Add +657.6%
MU Micron Technology Inc. 0.26% 468,464 $158.3M Add +8.0%
CRWD CrowdStrike Holdings Inc. Class A 0.26% 402,691 $157.2M Add +5.0%
CRM Salesforce Inc. 0.25% 835,794 $156.0M Reduce -15.9%
AHR American Healthcare REIT Inc. 0.25% 3,306,517 $155.9M Add +29.3%
ANET Arista Networks Inc. 0.25% 1,248,571 $153.3M Add +4.2%
QCOM Qualcomm Inc. 0.25% 1,188,443 $153.0M Reduce -13.5%
INTU Intuit Inc. 0.25% 351,518 $152.0M Add +709.3%

Show all 2,039 holdings

Other holdings (10): bonds, preferreds, convertibles and warrants · $16.6M (not counted above)
SecurityClassShares / PrincipalValueChange
NEXTERA ENERGY INC (NEE 7.299 06/01/27) UNIT 06/01/2027 79,821$4.5MNo change
HP ENTERPRISE CO (HPE 7.625 09/01/27) 7.625 MAND CONV 65,273$4.1MNo change
SOUTHERN CO (SO 7.125 12/15/28 A) UNIT 12/15/2028 60,000$3.1MNo change
ALBEMARLE CORP (ALB 7.25 03/01/27) 7.25% DEP SHS A 37,000$2.7MNo change
APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) SER A MAND CNV 38,658$2.3MReduce -35.6%
WHIRLPOOL CORP (WHR 8.5 02/15/29 A) 8.5 DEP SR A CNV · principal 61,000$25KNew
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A · principal 28,000$18KNo change
KKR & CO INC (KKR 6.25 03/01/28 D) 6.25 CON SER D · principal 25,879$10KReduce -17.1%
ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) 6.75 SE B PFD · principal 28,000$10KReduce -53.3%
XRXDW Xerox Holdings Corp. *W EXP 02/11/202 1,303$118Reduce -97.6%

Total filed on the 13F, all lines: $61.5B.

Portfolio Sells Q4 2025 → Q1 2026

JNJ Johnson & Johnson Reduce -84.2% 0.15% −0.69
MSFT Microsoft Corp. Reduce -1.5% 1.80% −0.65
XOM Exxon Mobil Corp. Reduce -61.4% 0.51% −0.45
AEP American Electric Power Reduce -82.0% 0.11% −0.44
ZS Zscaler Inc. Reduce -89.2% 0.03% −0.42
GILD Gilead Sciences Inc. Reduce -69.7% 0.18% −0.36
RBLX Roblox Corp. Class A Reduce -99.8% 0.00% −0.35
AMGN Amgen Inc. Reduce -36.8% 0.65% −0.33
AMZN Amazon.com Inc. Reduce -10.8% 1.20% −0.33
TXN Texas Instruments Inc. Reduce -77.0% 0.10% −0.29
DECK Deckers Outdoor Corp. Reduce -45.8% 0.28% −0.27
LLY Eli Lilly & Co. Reduce -30.8% 0.33% −0.24
V Visa Inc. Class A Reduce -35.6% 0.26% −0.22
GSK GSK PLC-Spon ADR Reduce -94.1% 0.02% −0.22
RBRK Rubrik Inc. Class A Reduce -46.2% 0.10% −0.21
ADBE Adobe Inc. Reduce -9.8% 0.32% −0.20
SHOP Shopify Inc. Class A Reduce -35.4% 0.17% −0.19
NET Cloudflare Inc. Class A Reduce -83.2% 0.04% −0.19
CRM Salesforce Inc. Reduce -15.9% 0.25% −0.19
MDB Mongodb Inc. Reduce -6.7% 0.21% −0.19
GPC Genuine Parts Co. Reduce -99.8% 0.00% −0.18
BSX Boston Scientific Corp. Reduce -37.9% 0.11% −0.16
PANW Palo Alto Networks Inc. Reduce -41.5% 0.16% −0.16
VLTO Veralto Corp. Reduce -16.4% 0.39% −0.15
PLTR Palantir Technologies Inc. Class A Reduce -13.8% 0.32% −0.14
QCOM Qualcomm Inc. Reduce -13.5% 0.25% −0.14
META Meta Platforms Inc. Class A Reduce -1.3% 0.70% −0.14
AXON Axon Enterprise Inc. Reduce -30.3% 0.14% −0.14
CYBR Cyberark Software Ltd./Israel Sold out 0.00% −0.14
CPNG Coupang Inc. Reduce -85.9% 0.02% −0.13
MA Mastercard Inc. Class A Reduce -28.1% 0.20% −0.12
EQH Equitable Holdings Inc. Reduce -63.0% 0.05% −0.12
PODD Insulet Corp. Reduce -7.0% 0.24% −0.12
NGG National Grid PLC-SP ADR Reduce -32.4% 0.29% −0.11
NTNX Nutanix Inc. Class A Reduce -98.0% 0.00% −0.11
OWL Blue Owl Capital Inc. Sold out 0.00% −0.11
APH Amphenol Corp. Class A Reduce -80.4% 0.02% −0.11
HLNE Hamilton Lane Inc. Class A Reduce -52.1% 0.06% −0.11
RYTM Rhythm Pharmaceuticals Inc. Reduce -20.8% 0.18% −0.11
BAC Bank of America Corp. Reduce -14.9% 0.29% −0.10
PM Philip Morris International Reduce -10.4% 0.93% −0.10
PGR Progressive Corp. Reduce -69.1% 0.04% −0.10
PLD Prologis Inc. Reduce -11.6% 0.83% −0.10
O Realty Income Corp. Reduce -44.6% 0.14% −0.10
APP AppLovin Corp. Class A Reduce -71.3% 0.02% −0.10
TSLA Tesla Inc. Reduce -3.1% 0.35% −0.10
CCL Carnival Corp. Reduce -75.6% 0.02% −0.10
TFC Truist Financial Corp. Reduce -1.9% 0.77% −0.09
GDDY GoDaddy Inc. Class A Reduce -7.5% 0.12% −0.08
DDOG Datadog Inc. Class A Reduce -21.5% 0.16% −0.08

Portfolio Buys Q4 2025 → Q1 2026

LULU Lululemon Athletica Inc. Add +2271.3% 0.75% +0.70
AMT American Tower Corp. Add +365.8% 0.77% +0.60
CME Cme Group Inc. Add +176.6% 0.75% +0.49
UNH Unitedhealth Group Inc. Add +1160.1% 0.49% +0.44
PAYX Paychex Inc. Add +144.3% 0.88% +0.43
IT Gartner Inc. Add +4113.1% 0.44% +0.42
GEV GE Vernova Inc. Add +21.8% 1.12% +0.41
CVX Chevron Corp. Add +13.9% 1.18% +0.40
VRT Vertiv Holdings Co. Class A Add +36.5% 0.72% +0.37
VZ Verizon Communications Inc. Add +21.7% 1.11% +0.35
MDT Medtronic PLC Add +899.6% 0.37% +0.33
FISV Fiserv Inc. Add +97.7% 0.79% +0.29
KIM Kimco Realty Corp. Add +58.2% 0.65% +0.27
DOX Amdocs Ltd. Add +1970.1% 0.29% +0.27
WEC WEC Energy Group Inc. Add +55.1% 0.64% +0.26
COST Costco Wholesale Corp. Add +26.3% 0.80% +0.24
TRGP Targa Resources Corp. Add +657.6% 0.26% +0.23
INTU Intuit Inc. Add +709.3% 0.25% +0.20
PWR Quanta Services Inc. Add +10.3% 0.66% +0.19
DUOL Duolingo Add +1320.4% 0.20% +0.18
BNY Bank of New York Mellon Corp. Add +26.7% 0.84% +0.17
HWM Howmet Aerospace Inc. Add +20.4% 0.70% +0.17
FE Firstenergy Corp. Add +13.6% 0.80% +0.16
LNG Cheniere Energy Inc. Add +11.2% 0.42% +0.15
GE General Electric Add +44.7% 0.66% +0.15
PINS Pinterest Inc. Class A Add +2248.5% 0.16% +0.15
TTE Totalenergies SE Add +0.4% 0.57% +0.15
MRK Merck & Co. Inc. Add +20.7% 0.59% +0.15
CE Celanese Corp. Add +1.8% 0.40% +0.14
PFE Pfizer Inc. Add +6.1% 0.98% +0.14
MDLZ Mondelez International Inc. Class A Add +49.2% 0.37% +0.13
BRX Brixmor Property Group Inc. Add +837.2% 0.14% +0.13
ACN Accenture PLC Class A Add +156.4% 0.27% +0.12
WDAY Workday Inc. Class A Add +5212.7% 0.12% +0.11
NVDA Nvidia Corp. Add +14.5% 2.60% +0.10
DUK Duke Energy Corp. Add +5.1% 0.81% +0.10
PEP Pepsico Inc. Add +9.9% 0.74% +0.10
LUV Southwest Airlines Co. Add +173.1% 0.17% +0.10
TEAM Atlassian Corp. Class A Add +3848.1% 0.10% +0.10
MPC Marathon Petroleum Corp. Add +85.0% 0.15% +0.10
CHWY Chewy Inc. Class A Add +315.5% 0.14% +0.10
MKC McCormick & Co.-Non VTG SHRS Add +561.6% 0.12% +0.10
EXC Exelon Corp. Add +144.1% 0.15% +0.09
FIVE Five Below Add +1.4% 0.57% +0.09
VEEV Veeva Systems Inc. Class A Add +60.6% 0.47% +0.09
KRMN Karman Holdings Inc. Add +104.2% 0.16% +0.09
GTLB Gitlab Inc. Class A Add +15720.7% 0.09% +0.09
AMCR Amcor PLC Add +23.1% 0.69% +0.09
ROK Rockwell Automation Inc. Add +188.0% 0.14% +0.08
PFG Principal Financial Group Add +3112.6% 0.09% +0.08

Notes & Other Activity Q4 2025 → Q1 2026

APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) SER A MAND CNV Reduce -35.6% 38,658 $2.3M
WHIRLPOOL CORP (WHR 8.5 02/15/29 A) 8.5 DEP SR A CNV · principal New 61,000 $25K
KKR & CO INC (KKR 6.25 03/01/28 D) 6.25 CON SER D · principal Reduce -17.1% 25,879 $10K
ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) 6.75 SE B PFD · principal Reduce -53.3% 28,000 $10K
XRXDW Xerox Holdings Corp. *W EXP 02/11/202 Reduce -97.6% 1,303 $118

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2,029$69.5BNVDA, AAPL, GOOGL, ABBV, MSFT
Q1 2026 2,039$61.5BNVDA, GOOGL, AAPL, MSFT, ABBV
Q4 2025 2,055$59.8BNVDA, MSFT, GOOGL, AAPL, AMZN
Q3 2025 2,105$56.6BNVDA, MSFT, GOOGL, ABBV, AAPL
Q2 2025 2,044$53.1BMSFT, NVDA, AMZN, AAPL, GOOGL
Q1 2025 2,042$46.3BMSFT, NVDA, AAPL, ABBV, AMZN
Q4 2024 2,059$45.6BMSFT, NVDA, AMZN, AAPL, VZ
Q3 2024 2,048$45.5BMSFT, NVDA, VZ, AAPL, AMZN
Q2 2024 2,013$42.2BMSFT, NVDA, PM, VZ, AMZN
Q1 2024 2,013$43.4BMSFT, VZ, PM, NVDA, AMZN