FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,054 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.6M | $1.3B | 2.5% | $196.90 | +150.99% | 27 qtrssince 2018-Q4 | Increased 59 |
NVIDIA CORP | 7.5M | $1.2B | 2.2% | $116.38 | +35.53% | 27 qtrssince 2018-Q4 | Increased 58 |
AMAZON.COM INC | 3.9M | $858M | 1.6% | $131.18 | +70.23% | 27 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 3.5M | $723.8M | 1.4% | $144.15 | +41.64% | 27 qtrssince 2018-Q4 | Increased 57 |
ALPHABET INC-CL A | 3.8M | $674M | 1.3% | $132.14 | +34.89% | 27 qtrssince 2018-Q4 | Increased 69 |
ABBVIE INC | 3.4M | $634.5M | 1.2% | $132.01 | +35.21% | 27 qtrssince 2018-Q4 | Increased 52 |
PALANTIR TECHNOLOGIES INC-A | 4.6M | $629.1M | 1.2% | $78.64 | +66.25% | 8 qtrssince 2023-Q3 | Increased 74 |
AMGEN INC | 2.2M | $606.4M | 1.1% | $243.83 | +11.17% | 27 qtrssince 2018-Q4 | Increased 53 |
VERIZON COMMUNICATIONS INC | 13.8M | $596.1M | 1.1% | $35.72 | +12.67% | 27 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2M | $561.1M | 1.1% | $206.58 | +32.47% | 27 qtrssince 2018-Q4 | Increased 72 |
PNC FINANCIAL SERVICES GROUP | 2.8M | $517.6M | 1.0% | $144.92 | +23.47% | 27 qtrssince 2018-Q4 | Increased 60 |
EXXON MOBIL CORP | 4.5M | $489.4M | 0.9% | $102.84 | +3.78% | 27 qtrssince 2018-Q4 | Increased 57 |
PFIZER INC | 19.1M | $463.4M | 0.9% | $29.56 | -24.66% | 27 qtrssince 2018-Q4 | Increased 48 |
PHILIP MORRIS INTERNATIONAL | 2.5M | $460.7M | 0.9% | $63.26 | +180.94% | 27 qtrssince 2018-Q4 | Decreased 0 |
US BANCORP | 9.9M | $449.4M | 0.8% | $38.14 | +16.28% | 27 qtrssince 2018-Q4 | Increased 46 |
CHEVRON CORP | 3M | $435M | 0.8% | $138.45 | +0.59% | 27 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.8M | $422.5M | 0.8% | $143.06 | +5.09% | 27 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 420,334 | $416.1M | 0.8% | $457.42 | +114.87% | 27 qtrssince 2018-Q4 | Decreased 0 |
TRUIST BANK | 9.6M | $414.1M | 0.8% | $35.60 | +14.38% | 23 qtrssince 2019-Q4 | Increased 44 |
DUKE ENERGY CORP | 3.5M | $410.4M | 0.8% | $80.11 | +42.24% | 27 qtrssince 2018-Q4 | Increased 44 |
FEDERATED HERMES, INC. manages $53.1B across 2054 positions as of Q2 2025. Top holdings: MSFT (2.5%), NVDA (2.2%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 170 new positions, 166 exits, 734 increased. Top move: PLTR (INCREASED, conviction 74). Portfolio: $53.1B across 2054 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