FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,050 positions
MICROSOFT CORP | 2.4M | $915.3M | 2.0% | $172.50 | +115.10% | 26 qtrssince 2018-Q4 | Increased 57 |
NVIDIA CORPORATION | 7.1M | $766.4M | 1.7% | $30.84 | +250.55% | 26 qtrssince 2018-Q4 | Increased 54 |
APPLE INC | 3.1M | $688M | 1.5% | $105.04 | +110.18% | 26 qtrssince 2018-Q4 | Increased 59 |
ABBVIE INC | 3.3M | $687.9M | 1.5% | $129.31 | +53.44% | 26 qtrssince 2018-Q4 | Increased 62 |
AMAZON COM INC | 3.6M | $680.4M | 1.5% | $104.95 | +81.28% | 26 qtrssince 2018-Q4 | Increased 53 |
PHILIP MORRIS INTL INC | 4.2M | $660.1M | 1.4% | $61.33 | +145.79% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 2M | $634.7M | 1.4% | $240.63 | +23.87% | 26 qtrssince 2018-Q4 | Increased 68 |
VERIZON COMMUNICATIONS INC | 14M | $633.3M | 1.4% | $34.26 | +18.20% | 26 qtrssince 2018-Q4 | Decreased 0 |
GILEAD SCIENCES INC | 4.9M | $545.3M | 1.2% | $60.43 | +78.42% | 26 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORPORATION | 3.1M | $524.9M | 1.1% | $138.45 | +14.80% | 26 qtrssince 2018-Q4 | Increased 54 |
JOHNSON & JOHNSON | 2.9M | $482.8M | 1.0% | $141.52 | +12.80% | 26 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 7.8M | $477.7M | 1.0% | $44.25 | +28.41% | 26 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 17.6M | $445.8M | 1.0% | $30.19 | -24.33% | 26 qtrssince 2018-Q4 | Increased 53 |
DUKE ENERGY CORP NEW | 3.5M | $424M | 0.9% | $80.10 | +43.98% | 26 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHOLESALE CORPORATION | 432,534 | $409.1M | 0.9% | $457.42 | +105.01% | 26 qtrssince 2018-Q4 | Increased 46 |
EXXON MOBIL CORP | 3.4M | $405.1M | 0.9% | $101.55 | +12.09% | 26 qtrssince 2018-Q4 | Increased 65 |
AMERICAN ELEC PWR CO INC | 3.7M | $403.5M | 0.9% | $76.51 | +36.17% | 26 qtrssince 2018-Q4 | Decreased 0 |
US BANCORP | 9.5M | $400.5M | 0.9% | $36.81 | +8.08% | 26 qtrssince 2018-Q4 | Increased 44 |
TRUIST FINL CORP | 9.5M | $391.4M | 0.8% | $35.54 | +8.25% | 22 qtrssince 2019-Q4 | Increased 44 |
ALPHABET INC | 2.5M | $390.2M | 0.8% | $86.73 | +77.46% | 26 qtrssince 2018-Q4 | Increased 50 |
FEDERATED HERMES, INC. manages $46.4B across 2050 positions as of Q1 2025. Top holdings: MSFT (2.0%), NVDA (1.7%), AAPL (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 175 new positions, 192 exits, 888 increased. Top move: AMGN (INCREASED, conviction 68). Portfolio: $46.4B across 2050 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR