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CIK: 0001056288
Total reported value
$69.6B
$69.6B
2067 檔
5.4%
The Q4 2024 SEC filing reveals that Federated Hermes, Inc. held a total portfolio value of $69.6B, covering 2067 public equity positions.
Federated Hermes, Inc. executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 10 holdings and trimming 93 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 5.4% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 2067 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.40% | +1.54% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.13% | +0.98% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | -0.01% | +2.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.42% | +0.65% | -5.90% | |
| 5 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.33% | -0.27% | +0.00% | |
| 6 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.30% | -0.02% | -9.65% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 1.17% | -0.17% | -9.29% | |
| 8 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.11% | +0.01% | +6.83% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.20% | +37.32% | |
| 10 | USB | US Bancorp | Stock-Financials | 0.99% | +0.05% | +0.63% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | +0.12% | +48.24% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | -0.33% | -9.07% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.61% | +29.20% | |
| 14 | TFC | Truist Financial CORP | Stock-Financials | 0.90% | -0.48% | +1.02% | |
| 15 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | -0.26% | -4.01% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.19% | -3.75% | |
| 17 | PNC | Pnc Financial Services Group | Stock-Financials | 0.80% | -0.17% | -14.61% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | +0.06% | +39.60% | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 0.76% | -0.12% | +2.91% | |
| 20 | AEP | American Electric Power | Stock-Utilities | 0.75% | -0.04% | +0.73% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | -0.18% | -3.08% | |
| 22 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.70% | -0.33% | -17.56% | |
| 23 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.68% | — | -10.78% | |
| 24 | PLD | Prologis Inc | Stock-Real Estate | 0.68% | -0.07% | +0.52% | |
| 25 | VLTO | Veralto CORP | Stock-Industrials | 0.68% | -0.19% | +15.94% | |
| 26 | TT | Trane Technologies plc | Stock-Industrials | 0.66% | -0.03% | -5.78% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 0.65% | -0.09% | -0.55% | |
| 28 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.64% | +0.06% | -2.39% | |
| 29 | WING | Wingstop Inc | Stock-Consumer Disc | 0.63% | +0.02% | -3.42% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.10% | +14.55% | |
| 31 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.60% | -0.09% | +5.70% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | -0.27% | +18.04% | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.59% | -0.02% | -17.84% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.08% | +19.18% | |
| 35 | ETR | Entergy CORP | Stock-Utilities | 0.56% | — | +23.35% | |
| 36 | PPL | Ppl CORP | Stock-Utilities | 0.56% | -0.01% | -0.82% | |
| 37 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.54% | +0.05% | +16.52% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | -0.15% | +53.23% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.53% | -0.03% | -0.92% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | -0.16% | +26.99% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.11% | -21.74% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.48% | -0.05% | -6.79% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.33% | +291.55% | |
| 44 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.47% | +0.29% | +26.45% | |
| 45 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.47% | -0.10% | +61.71% | |
| 46 | EVRG | Evergy Inc | Stock-Utilities | 0.46% | -0.03% | +2.17% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.45% | — | +2.09% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | -0.28% | +24.34% | |
| 49 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.44% | — | +25.81% | |
| 50 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.43% | +0.37% | +12.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +291.55% | Add |
| 3 | GEV | GE Vernova Inc | +0.3% | +160.53% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +2.08% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.3% | +24.34% | Add |
| 6 | BMO | Bank Of Montreal | +0.2% | +1527.74% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | +48.24% | Add |
| 8 | TSLA | Tesla Inc | +0.2% | +205.32% | Add |
| 9 | VRT | Vertiv Holdings Co-a | +0.2% | +61.71% | Add |
| 10 | AXON | Axon Enterprise Inc | +0.2% | +25.81% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +0.98% | Add |
| 12 | CVX | Chevron CORP | +0.2% | +29.20% | Add |
| 13 | ABBV | Abbvie Inc | +0.2% | +37.32% | Add |
| 14 | KIM | Kimco Realty CORP | +0.2% | +90.48% | Add |
| 15 | NFLX | Netflix Inc | +0.2% | +81.82% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | -3.08% | Trim |
| 17 | DDOG | Datadog Inc - Class A | +0.2% | +26.45% | Add |
| 18 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 19 | BMY | Bristol-myers Squibb Co | +0.2% | +6.83% | Add |
| 20 | SPOT | Spotify Technology S.A. | +0.2% | +16.52% | Add |
| 21 | LNG | Cheniere Energy Inc | +0.2% | +69.86% | Add |
| 22 | QCOM | Qualcomm Inc | +0.2% | +53.23% | Add |
| 23 | ICE | Intercontinental Exchange In | +0.1% | +218.67% | Add |
| 24 | BAC | Bank Of America CORP | +0.1% | +26.99% | Add |
| 25 | RBRK | Rubrik Inc-a | +0.1% | +31.97% | Add |
| 26 | SARO | Standardaero Inc | +0.1% | NEW | New buy |
| 27 | TER | Teradyne Inc | +0.1% | +213.33% | Add |
| 28 | HUBS | Hubspot Inc | +0.1% | +48.67% | Add |
| 29 | CNM | Core & Main Inc-class A | +0.1% | +4757.88% | Add |
| 30 | GDDY | Godaddy Inc - Class A | +0.1% | -2.39% | Trim |
| 31 | ITW | Illinois Tool Works | +0.1% | +1899.30% | Add |
| 32 | OWL | Blue Owl Capital Inc | +0.1% | +23.82% | Add |
| 33 | QXO | Qxo Inc | +0.1% | NEW | New buy |
| 34 | IT | Gartner Inc | +0.1% | +165.92% | Add |
| 35 | DASH | Doordash Inc - A | +0.1% | +38.90% | Add |
| 36 | MA | Mastercard Inc - A | +0.1% | +95.41% | Add |
| 37 | NTAP | Netapp Inc | +0.1% | +280.10% | Add |
| 38 | BEKE | Ke Holdings Inc-adr | +0.1% | +366551.97% | Add |
| 39 | TTD | Trade Desk Inc/the -class A | +0.1% | +176.74% | Add |
| 40 | TRGP | Targa Resources CORP | +0.1% | +83.80% | Add |
| 41 | NOW | Servicenow Inc | +0.1% | -0.55% | Trim |
| 42 | S | Sentinelone Inc -class A | +0.1% | +368.50% | Add |
| 43 | AMP | Ameriprise Financial Inc | +0.1% | +5.70% | Add |
| 44 | FTNT | Fortinet Inc | +0.1% | +20.82% | Add |
| 45 | META | Meta Platforms Inc-class A | +0.1% | +14.55% | Add |
| 46 | UGI | Ugi CORP | +0.1% | +25.46% | Add |
| 47 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 48 | DUOL | Duolingo | +0.1% | +33.54% | Add |
| 49 | AMGN | Amgen Inc | +0.1% | +39.60% | Add |
| 50 | TOST | Toast Inc-class A | +0.1% | +44.19% | Add |
According to official SEC Form 13F filings, Federated Hermes, Inc. reported a total U.S. public equity portfolio value of $69.6B across 2067 disclosed positions in Q4 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 New Position Initiated
ANET
市值: $173.1M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $129.3M
During Q4 2024, Federated Hermes, Inc.'s top holdings by market value included MSFT (2.0%)、NVDA (1.9%)、AMZN (1.6%). The largest single position, MSFT, represented 2.0% of total portfolio value.
In Q4 2024, Federated Hermes, Inc. made 197 total portfolio adjustments, initiating 8 new buys, adding to 86 positions, trimming 93 holdings, and fully liquidating 10 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.
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