13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001056288
Total reported value
$69.6B
$69.6B
2019 檔
5.4%
At the close of Q2 2024, Federated Hermes, Inc. disclosed equity holdings valued at approximately $69.6B, spread across 2019 reported holdings.
In Q2 2024, Federated Hermes, Inc. adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, PM) accounted for 5.4% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 2019 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | -0.40% | -0.70% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.13% | +892.12% | |
| 3 | PM | Philip Morris International | Stock-Consumer Staples | 1.60% | -0.17% | -5.27% | |
| 4 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.48% | -0.27% | -3.83% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | -0.01% | +3.77% | |
| 6 | DUK | Duke Energy CORP | Stock-Utilities | 1.29% | -0.12% | -2.44% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.65% | -2.32% | |
| 8 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.09% | — | -2.28% | |
| 9 | WING | Wingstop Inc | Stock-Consumer Disc | 1.05% | +0.02% | -3.79% | |
| 10 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.03% | -0.02% | +19.62% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.01% | +0.34% | +0.87% | |
| 12 | PFE | Pfizer Inc | Stock-Healthcare | 0.99% | -0.26% | +3.25% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 0.98% | +0.06% | -10.50% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | -0.33% | -1.01% | |
| 15 | AEP | American Electric Power | Stock-Utilities | 0.92% | -0.04% | -4.94% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.61% | +38.64% | |
| 17 | SO | Southern Co/the | Stock-Utilities | 0.89% | -0.03% | -18.17% | |
| 18 | TFC | Truist Financial CORP | Stock-Financials | 0.87% | -0.48% | -4.79% | |
| 19 | USB | US Bancorp | Stock-Financials | 0.84% | +0.05% | -5.94% | |
| 20 | PNC | Pnc Financial Services Group | Stock-Financials | 0.83% | -0.17% | -4.66% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.19% | -2.57% | |
| 22 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.77% | -0.33% | -5.93% | |
| 23 | TT | Trane Technologies plc | Stock-Industrials | 0.75% | -0.03% | -11.55% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.74% | +0.01% | +86.30% | |
| 25 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.74% | — | EXIT | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.20% | +1.83% | |
| 27 | ETR | Entergy CORP | Stock-Utilities | 0.71% | — | -2.51% | |
| 28 | D | Dominion Energy Inc | Stock-Utilities | 0.67% | — | -26.30% | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.66% | -0.02% | -21.52% | |
| 30 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.60% | +0.02% | -39.55% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | -0.27% | -3.50% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.11% | +27.29% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.57% | -0.09% | -0.31% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.56% | — | -6.55% | |
| 35 | AMCR | Amcor plc | Stock-Consumer Disc | 0.55% | — | -4.74% | |
| 36 | PPL | Ppl CORP | Stock-Utilities | 0.53% | -0.01% | -7.79% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | -0.18% | +51.34% | |
| 38 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.51% | +0.01% | -5.15% | |
| 39 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.50% | +0.06% | +35.63% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.10% | -2.87% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.47% | -0.07% | +326.27% | |
| 42 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 0.46% | -0.06% | -0.00% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.14% | -3.45% | |
| 44 | EVRG | Evergy Inc | Stock-Utilities | 0.44% | -0.03% | +18.80% | |
| 45 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.44% | +0.05% | +0.30% | |
| 46 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.43% | -0.09% | +25.26% | |
| 47 | DXCM | Dexcom Inc | Stock-Healthcare | 0.42% | -0.02% | -11.49% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.42% | — | -2.23% | |
| 49 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.40% | -0.08% | -0.01% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | -0.15% | +173.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +892.12% | Add |
| 2 | PLD | Prologis Inc | +0.4% | +326.27% | Add |
| 3 | QCOM | Qualcomm Inc | +0.3% | +173.33% | Add |
| 4 | CVX | Chevron CORP | +0.3% | +38.64% | Add |
| 5 | AVGO | Broadcom Inc | +0.2% | +51.34% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -2.32% | Trim |
| 7 | BMY | Bristol-myers Squibb Co | +0.2% | +86.30% | Add |
| 8 | GDDY | Godaddy Inc - Class A | +0.2% | +35.63% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | +27.29% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.87% | Add |
| 11 | PAYC | Paycom Software Inc | +0.2% | +1011.19% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.01% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.2% | +3.77% | Add |
| 14 | MSFT | Microsoft CORP | +0.2% | -0.70% | Trim |
| 15 | VOO | Vanguard S&P 500 ETF | +0.2% | +32630.20% | Add |
| 16 | XEL | Xcel Energy Inc | +0.2% | +120.21% | Add |
| 17 | BSX | Boston Scientific CORP | +0.1% | +186.98% | Add |
| 18 | GILD | Gilead Sciences Inc | +0.1% | +19.62% | Add |
| 19 | WING | Wingstop Inc | +0.1% | -3.79% | Trim |
| 20 | CAG | Conagra Brands Inc | +0.1% | +20.47% | Add |
| 21 | ILMN | Illumina Inc | +0.1% | +511.68% | Add |
| 22 | LYB | LyondellBasell Industries N.V. | -0.1% | -2.28% | Trim |
| 23 | SO | Southern Co/the | -0.1% | -18.17% | Trim |
| 24 | T | At&t Inc | -0.1% | -21.52% | Trim |
| 25 | CSGP | Costar Group Inc | -0.1% | -1.33% | Trim |
| 26 | INSP | Inspire Medical Systems Inc | -0.1% | -10.59% | Trim |
| 27 | NFE | New Fortress Energy Inc | -0.1% | -4.95% | Trim |
| 28 | IDYA | Ideaya Biosciences Inc | -0.1% | -0.01% | Trim |
| 29 | ARCT | Arcturus Therapeutics Holdin | -0.1% | -0.03% | Trim |
| 30 | FCX | Freeport-mcmoran Inc | -0.1% | -45.10% | Trim |
| 31 | DV | Doubleverify Holdings Inc | -0.1% | -33.25% | Trim |
| 32 | CCI | Crown Castle Inc | -0.1% | -99.50% | Trim |
| 33 | XPO | Xpo Inc | -0.1% | -46.19% | Trim |
| 34 | TTEN | Totalenergies Se -spon Adr | -0.1% | -23.13% | Trim |
| 35 | NGG | National Grid Plc-sp Adr | -0.1% | -18.26% | Trim |
| 36 | GLW | Corning Inc | -0.1% | -97.46% | Trim |
| 37 | USB | US Bancorp | -0.1% | -5.94% | Trim |
| 38 | DXCM | Dexcom Inc | -0.2% | -11.49% | Trim |
| 39 | LULU | Lululemon Athletica Inc | -0.2% | -72.99% | Trim |
| 40 | AMD | Advanced Micro Devices | -0.2% | -42.39% | Trim |
| 41 | FBIN | Fortune Brands Innovations I | -0.2% | -30.50% | Trim |
| 42 | TXN | Texas Instruments Inc | -0.2% | -96.39% | Trim |
| 43 | WDAY | Workday Inc-class A | -0.2% | -56.84% | Trim |
| 44 | MU | Micron Technology Inc | -0.2% | -53.66% | Trim |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -93.45% | Trim |
| 46 | D | Dominion Energy Inc | -0.2% | -26.30% | Trim |
| 47 | PAYX | Paychex Inc | -0.3% | -64.08% | Trim |
| 48 | KMB | Kimberly-clark CORP | -0.3% | -39.55% | Trim |
| 49 | SWK | Stanley Black & Decker Inc | -0.3% | -93.67% | Trim |
| 50 | ✓ | Fusion Pharmaceuticals Inc | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Federated Hermes, Inc. reported a total U.S. public equity portfolio value of $69.6B across 2019 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
FUSION PHARMACEUTICALS INC
前期市值: $230.5M
During Q2 2024, Federated Hermes, Inc.'s top holdings by market value included MSFT (2.4%)、NVDA (1.9%)、PM (1.6%). The largest single position, MSFT, represented 2.4% of total portfolio value.
In Q2 2024, Federated Hermes, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 32 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.