FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,035 positions
MICROSOFT CORP | 2.3M | $866.2M | 2.2% | $141.20 | +160.75% | 21 qtrssince 2018-Q4 | Increased 59 |
PHILIP MORRIS INTL INC | 7.4M | $691.7M | 1.7% | $61.33 | +37.51% | 21 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 15.7M | $592M | 1.5% | $34.25 | -9.49% | 21 qtrssince 2018-Q4 | Decreased 0 |
DUKE ENERGY CORP NEW | 5.8M | $559.8M | 1.4% | $76.37 | +16.83% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 1.7M | $500.8M | 1.2% | $199.05 | +33.30% | 21 qtrssince 2018-Q4 | Decreased 0 |
LYONDELLBASELL INDUSTRIES N | 5M | $476.6M | 1.2% | $71.60 | +10.61% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 3.1M | $474.6M | 1.2% | $91.21 | +66.58% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.4M | $460.5M | 1.1% | $61.30 | +210.28% | 21 qtrssince 2018-Q4 | Decreased 0 |
SOUTHERN CO | 6.2M | $433M | 1.1% | $43.53 | +46.74% | 21 qtrssince 2018-Q4 | Decreased 0 |
US BANCORP DEL | 9.6M | $415.9M | 1.0% | $36.49 | +5.56% | 21 qtrssince 2018-Q4 | Increased 49 |
KIMBERLY-CLARK CORP | 3.2M | $388.6M | 1.0% | $108.15 | +0.26% | 21 qtrssince 2018-Q4 | Decreased 0 |
PNC FINL SVCS GROUP INC | 2.5M | $387.2M | 1.0% | $129.15 | +8.73% | 21 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 13.3M | $384.3M | 1.0% | $32.81 | -26.68% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN ELEC PWR CO INC | 4.7M | $379.6M | 0.9% | $76.44 | -3.55% | 21 qtrssince 2018-Q4 | Decreased 0 |
TRUIST FINL CORP | 10M | $369.2M | 0.9% | $35.46 | -8.60% | 17 qtrssince 2019-Q4 | Decreased 0 |
HUNTINGTON BANCSHARES INC | 28.2M | $358.8M | 0.9% | $10.48 | +8.53% | 21 qtrssince 2018-Q4 | Decreased 0 |
DOMINION ENERGY INC | 7.6M | $357.8M | 0.9% | $50.32 | -16.91% | 21 qtrssince 2018-Q4 | Increased 44 |
ABBVIE INC | 2.3M | $355.3M | 0.9% | $85.52 | +65.00% | 21 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC | 2.5M | $349.5M | 0.9% | $68.50 | +102.02% | 21 qtrssince 2018-Q4 | Increased 44 |
NVIDIA CORPORATION | 658,671 | $326.2M | 0.8% | $23.10 | +113.78% | 21 qtrssince 2018-Q4 | Increased 50 |
FEDERATED HERMES, INC. manages $40.3B across 2035 positions as of Q4 2023. Top holdings: MSFT (2.2%), PM (1.7%), VZ (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 186 new positions, 235 exits, 653 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $40.3B across 2035 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