FEDERATED HERMES, INC.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$59.9B

Total Positions

2,063

New This Quarter

145

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA2.49%

MSFT2.46%

GOOGL2.37%

AAPL1.85%

AMZN1.53%

ABBV1.45%

AVGO1.26%

PM1.03%

VIK1.03%

PNC1.03%

Other12.35%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

KOD4Q held

KODIAK SCIENCES INC

Avg $3.43 · $6M est. P&L

Est. P&L

+715.28%

ARES29Q held

Ares Management Corp

Avg $20.27 · $35.9M est. P&L

Est. P&L

+705.12%

VTYX4Q held

VENTYX BIOSCIENCES INC

Avg $1.21 · $5,640 est. P&L

Est. P&L

+623.14%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 2060 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	8M	$1.5B	2.5%	—	$120.49	+55.65%	29 qtrs	Increased 57
MSFT Microsoft Corp	3M	$1.5B	2.5%	—	$236.22	+106.36%	29 qtrs	Increased 61
GOOGL Alphabet Inc	4.5M	$1.4B	2.4%	—	$153.64	+104.28%	29 qtrs	Increased 58
AAPL Apple Inc	4.1M	$1.1B	1.9%	—	$159.73	+70.80%	29 qtrs	Increased 58
AMZN Amazon.com Inc	4M	$916.1M	1.5%	—	$133.49	+74.20%	29 qtrs	Decreased 0
ABBV AbbVie Inc	3.8M	$867.9M	1.4%	—	$145.68	+56.44%	29 qtrs	Decreased 0
AVGO Broadcom Inc	2.2M	$753.1M	1.3%	—	$213.42	+63.92%	29 qtrs	Increased 51
PM Philip Morris International Inc	3.9M	$617.7M	1.0%	—	$96.97	+67.01%	29 qtrs	Increased 65
VIK VIKING HOLDINGS LTD	8.6M	$615M	1.0%	—	$56.02	+28.73%	6 qtrs	Increased 50
PNC PNC Financial Services Group Inc/The	2.9M	$614.2M	1.0%	—	$150.07	+39.57%	29 qtrs	Increased 51
USB US Bancorp	11.5M	$612.7M	1.0%	—	$39.64	+35.69%	29 qtrs	Increased 51
AMGN Amgen Inc	1.8M	$589M	1.0%	—	$243.97	+33.80%	29 qtrs	Decreased 0
XOM Exxon Mobil Corp	4.8M	$574.9M	1.0%	—	$103.42	+16.21%	29 qtrs	Increased 45
PLD Prologis Inc	4.4M	$560M	0.9%	—	$113.21	+13.96%	29 qtrs	Increased 46
TFC TRUIST FINANCIAL CORP	10.6M	$519.8M	0.9%	—	$37.21	+31.87%	25 qtrs	Increased 45
PFE Pfizer Inc	20.2M	$504.2M	0.8%	—	$29.96	-17.97%	29 qtrs	Increased 48
JNJ Johnson & Johnson	2.4M	$501.3M	0.8%	—	$150.44	+37.53%	29 qtrs	Decreased 0
META Meta Platforms Inc	758,248	$500.5M	0.8%	—	$460.29	+44.68%	29 qtrs	Increased 53
AMP Ameriprise Financial Inc	973,097	$477.1M	0.8%	—	$426.41	+15.62%	29 qtrs	Increased 44
CVX Chevron Corp	3.1M	$469.2M	0.8%	—	$139.29	+8.29%	29 qtrs	Decreased 0
VZ Verizon Communications Inc	11.2M	$455.4M	0.8%	—	$35.99	+11.19%	29 qtrs	Decreased 0
DUK Duke Energy Corp	3.6M	$425.8M	0.7%	—	$81.68	+42.85%	29 qtrs	Increased 46
GEV GE Vernova Inc	645,002	$421.6M	0.7%	—	$351.83	+87.35%	7 qtrs	Decreased 0
BK Bank of New York Mellon Corp/The	3.4M	$397.1M	0.7%	—	$89.07	+30.62%	29 qtrs	Increased 71
FE FirstEnergy Corp	8.6M	$384.4M	0.6%	—	$39.84	+11.76%	6 qtrs	Decreased 0
Showing 25 of 2,060 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

WECWEC Energy Group Inc

Q1 2024 → Q4 2025+2.2M shares+$231.6M

AEISADVANCED ENERGY INDS

Q1 2024 → Q4 2025+73,651 shares+$18.9M

AMPAmeriprise Financial Inc

Q1 2024 → Q4 2025+668,144 shares+$361.3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer