FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,067 positions
MICROSOFT CORP | 2.1M | $904.2M | 2.0% | $145.37 | +186.01% | 25 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORPORATION | 6.6M | $880.9M | 1.9% | $24.82 | +439.75% | 25 qtrssince 2018-Q4 | Increased 50 |
AMAZON COM INC | 3.3M | $734.7M | 1.6% | $99.15 | +121.26% | 25 qtrssince 2018-Q4 | Increased 51 |
APPLE INC | 2.6M | $650.2M | 1.4% | $82.72 | +200.56% | 25 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 15.1M | $605.5M | 1.3% | $34.26 | +2.40% | 25 qtrssince 2018-Q4 | Increased 49 |
GILEAD SCIENCES INC | 6.4M | $595M | 1.3% | $60.43 | +46.06% | 25 qtrssince 2018-Q4 | Decreased 0 |
PHILIP MORRIS INTL INC | 4.4M | $533.7M | 1.2% | $61.33 | +84.73% | 25 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 8.9M | $505.3M | 1.1% | $44.25 | +17.79% | 25 qtrssince 2018-Q4 | Increased 53 |
ABBVIE INC | 2.6M | $456.1M | 1.0% | $110.69 | +51.53% | 25 qtrssince 2018-Q4 | Increased 58 |
US BANCORP DEL | 9.5M | $452.4M | 1.0% | $36.80 | +21.02% | 25 qtrssince 2018-Q4 | Increased 44 |
JOHNSON & JOHNSON | 3.1M | $449.5M | 1.0% | $141.52 | -2.41% | 25 qtrssince 2018-Q4 | Increased 61 |
ALPHABET INC | 2.2M | $421.5M | 0.9% | $77.78 | +141.95% | 25 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP NEW | 2.9M | $419.9M | 0.9% | $136.76 | -0.99% | 25 qtrssince 2018-Q4 | Increased 55 |
TRUIST FINL CORP | 9.4M | $408.7M | 0.9% | $35.51 | +12.92% | 21 qtrssince 2019-Q4 | Increased 44 |
PFIZER INC | 14.4M | $381.8M | 0.8% | $31.82 | -26.07% | 25 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHSL CORP NEW | 415,746 | $380.9M | 0.8% | $438.02 | +107.18% | 25 qtrssince 2018-Q4 | Decreased 0 |
PNC FINL SVCS GROUP INC | 1.9M | $363.7M | 0.8% | $129.15 | +40.69% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 1.4M | $357.5M | 0.8% | $212.76 | +16.26% | 25 qtrssince 2018-Q4 | Increased 58 |
DUKE ENERGY CORP NEW | 3.2M | $345.4M | 0.8% | $77.12 | +33.65% | 25 qtrssince 2018-Q4 | Increased 45 |
AMERICAN ELEC PWR CO INC | 3.7M | $341.9M | 0.7% | $76.51 | +13.87% | 25 qtrssince 2018-Q4 | Increased 44 |
FEDERATED HERMES, INC. manages $45.7B across 2067 positions as of Q4 2024. Top holdings: MSFT (2.0%), NVDA (1.9%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 179 new positions, 166 exits, 853 increased. Top move: JNJ (INCREASED, conviction 61). Portfolio: $45.7B across 2067 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