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FEDERATED HERMES, INC.

Q3 2025 · Filed 2025-11-03
Market Value
$55.3B
+5.2%
Holdings
2,183
+52
New Purchases
204
Added To
795
Closed
141
Reduced
945
Top 10 Concentration
16.5%
Turnover
15.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 1.88% 1.28% +0.60% $1.0B
ABBV 1.68% 1.21% +0.48% $932M
JNJ 1.15% 0.80% +0.35% $639M
NVDA 2.61% 2.26% +0.35% $1.4B
ADBE 0.57% 0.23% +0.34% $317M
RDDT 0.30% 0.00% +0.30% $165M
RCL 0.39% 0.11% +0.28% $214M
VRT 0.30% 0.03% +0.27% $166M
MDLZ 0.28% 0.01% +0.26% $154M
ALNY 0.45% 0.20% +0.25% $251M
AAPL 1.62% 1.38% +0.25% $898M
PLD 0.88% 0.65% +0.23% $487M
HWM 0.38% 0.16% +0.22% $211M
XEL 0.55% 0.34% +0.21% $304M
AVGO 1.27% 1.07% +0.20% $701M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PLTR 0.43% 1.20% -0.76% $238M
SPOT 0.26% 0.69% -0.44% $143M
FTNT 0.06% 0.46% -0.41% $31M
MS 0.18% 0.53% -0.35% $97M
KVUE 0.02% 0.37% -0.35% $10M
T 0.09% 0.42% -0.33% $51M
LYB 0.00% 0.27% -0.26% $689K
TER 0.41% 0.65% -0.24% $227M
PANW 0.21% 0.44% -0.23% $114M
UPS 0.00% 0.23% -0.23% $154K
DECK 0.12% 0.33% -0.21% $67M
VRNA 0.00% 0.21% -0.21% $0
APP 0.13% 0.33% -0.21% $70M
DXCM 0.42% 0.60% -0.19% $230M
CE 0.35% 0.53% -0.18% $193M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $15.5B 28.0%
Large Cap 738 $31.2B 56.3%
Mid Cap 719 $7.1B 12.7%
Small Cap 504 $1.4B 2.5%
Micro Cap 154 $255M 0.5%

Portfolio Analytics

Avg Market Cap
$42.3B
Median Market Cap
$5.4B
Avg P/E
32.3
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
2,131
# ETFs / Funds
52

Top Holdings (2,183 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.61% 7,726,433 $1.4B $186.58 $254M +207,344 +2.8%
2 MSFT 2.53% 2,707,184 $1.4B $517.95 $92M +73,003 +2.8%
3 GOOGL 1.88% 4,277,157 $1.0B $243.10 $366M +452,744 +11.8%
4 ABBV 1.68% 4,025,985 $932M $231.54 $298M +607,653 +17.8%
5 AAPL 1.62% 3,525,707 $898M $254.63 $174M -2,147 -0.1%
6 AMZN 1.59% 4,012,495 $881M $219.57 $23M +101,856 +2.6%
7 AVGO 1.27% 2,123,784 $701M $329.91 $140M +88,403 +4.3%
8 JNJ 1.15% 3,446,111 $639M $185.42 $216M +679,872 +24.6%
9 VZ 1.15% 14,417,007 $634M $43.95 $38M +640,736 +4.7%
10 AMGN 1.06% 2,087,554 $589M $282.20 -$17M -84,270 -3.9%
11 PNC 1.04% 2,868,595 $576M $200.93 $59M +92,078 +3.3%
12 USB 0.97% 11,153,092 $539M $48.33 $90M +1,221,784 +12.3%
13 XOM 0.96% 4,713,911 $531M $112.75 $42M +174,172 +3.8%
14 CVX 0.91% 3,224,609 $501M $155.29 $66M +186,895 +6.2%
15 PLD 0.88% 4,256,236 $487M $114.52 $144M +988,986 +30.3%
16 TFC 0.86% 10,445,658 $478M $45.72 $63M +813,177 +8.4%
17 GEV 0.86% 773,077 $475M $614.90 $123M +107,249 +16.1%
18 AMP 0.86% 966,163 $475M $491.25 $76M +219,080 +29.3%
19 PFE 0.86% 18,606,460 $474M $25.48 $11M -512,479 -2.7%
20 META 0.84% 629,470 $462M $734.38 $86M +120,161 +23.6%
21 PM 0.83% 2,836,828 $460M $162.20 -$568K +307,307 +12.2%
22 RBLX 0.81% 3,230,779 $448M $138.52 $106M -14,559 -0.5%
23 DUK 0.78% 3,485,090 $431M $123.75 $21M +7,411 +0.2%
24 AEP 0.78% 3,826,858 $431M $112.50 $33M -4,072 -0.1%
25 FE 0.71% 8,627,746 $395M $45.82 $118M +1,738,779 +25.2%
26 ZS 0.69% 1,281,671 $384M $299.66 $16M +109,688 +9.4%
27 HBAN 0.66% 21,292,946 $368M $17.27 $27M +956,933 +4.7%
28 PEP 0.66% 2,607,881 $366M $140.44 $54M +240,593 +10.2%
29 COST 0.62% 372,984 $345M $925.63 -$71M -47,350 -11.3%
30 ADBE 0.57% 898,408 $317M $352.75 $195M +583,275 +185.1%
31 VLTO 0.57% 2,962,089 $316M $106.61 $16M -5,778 -0.2%
32 CRM 0.55% 1,287,130 $305M $237.00 $116M +592,587 +85.3%
33 XEL 0.55% 3,768,384 $304M $80.65 $127M +1,168,655 +45.0%
34 KMB 0.54% 2,406,849 $299M $124.34 $95M +823,656 +52.0%
35 PPL 0.54% 8,011,124 $298M $37.16 $24M -63,230 -0.8%
36 GILD 0.53% 2,655,832 $295M $111.00 -$36M -324,814 -10.9%
37 EVRG 0.51% 3,702,734 $281M $76.02 $27M +17,592 +0.5%
38 V 0.51% 823,262 $281M $341.38 $46M +159,906 +24.1%
39 PWR 0.51% 675,658 $280M $414.42 $35M +26,743 +4.1%
40 FIX 0.48% 324,279 $268M $825.18 $108M +26,335 +8.8%
41 NTNX 0.48% 3,559,876 $265M $74.39 $19M +344,076 +10.7%
42 ALNY 0.45% 550,104 $251M $456.00 $145M +226,262 +69.9%
43 ENB 0.45% 4,887,411 $247M $50.46 $23M -50,538 -1.0%
44 ABC 0.44% 777,945 $243M $312.53 $37M +89,289 +13.0%
45 AXON 0.43% 333,716 $239M $717.64 -$37M +352 +0.1%
46 PLTR 0.43% 1,307,111 $238M $182.42 -$391M -3,307,411 -71.7%
47 BAC 0.42% 4,525,487 $233M $51.59 $67K -406,958 -8.2%
48 WEC 0.42% 2,033,620 $233M $114.59 $21M +3,159 +0.2%
49 KIM 0.42% 10,649,864 $233M $21.85 $57M +2,280,090 +27.2%
50 GE 0.42% 767,107 $231M $300.82 $32M -5,101 -0.7%
51 DXCM 0.42% 3,420,262 $230M $67.29 -$87M -212,877 -5.9%
52 NGG 0.41% 3,159,478 $230M $72.67 -$9M -40,526 -1.3%
53 TTE 0.41% 3,842,244 $229M $59.69 $9M +260,117 +7.3%
54 TER 0.41% 1,649,091 $227M $137.64 -$113M -2,135,976 -56.4%
55 TT 0.41% 537,302 $227M $421.96 -$59M -116,663 -17.8%
56 FIVE 0.41% 1,462,632 $226M $154.70 $30M -34,320 -2.3%
57 DASH 0.39% 798,250 $217M $271.99 -$18M -155,252 -16.3%
58 PODD 0.39% 700,624 $216M $308.73 -$11M -22,739 -3.1%
59 QCOM 0.39% 1,299,407 $216M $166.36 -$22M -198,204 -13.2%
60 RCL 0.39% 661,025 $214M $323.58 $157M +477,883 +260.9%
61 SHOP 0.38% 1,425,096 $212M $148.61 $45M -18,409 -1.3%
62 NFLX 0.38% 176,106 $211M $1,198.92 -$16M +6,347 +3.7%
63 HWM 0.38% 1,073,305 $211M $196.23 $128M +627,397 +140.7%
64 TRV 0.38% 749,895 $209M $279.22 -$6M -56,640 -7.0%
65 VEEV 0.37% 685,261 $204M $297.91 $77M +244,419 +55.4%
66 BTI 0.36% 3,779,137 $201M $53.08 $36M +303,136 +8.7%
67 RBRK 0.36% 2,437,768 $201M $82.25 $92M +1,229,476 +101.8%
68 CE 0.35% 4,596,129 $193M $42.08 -$88M -485,329 -9.6%
69 EME 0.35% 296,777 $193M $649.54 $20M -25,660 -8.0%
70 LNG 0.34% 800,449 $188M $234.98 -$11M -18,599 -2.3%
71 VST 0.34% 957,040 $188M $195.92 $19M +85,520 +9.8%
72 SO 0.34% 1,958,098 $186M $94.77 -$30M -385,498 -16.4%
73 NET 0.33% 862,009 $185M $214.59 $82M +334,875 +63.5%
74 BK 0.33% 1,694,248 $185M $108.96 $68M +411,858 +32.1%
75 KO 0.32% 2,695,451 $179M $66.32 -$18M -92,118 -3.3%
76 ANET 0.32% 1,219,782 $178M $145.71 $88M +342,063 +39.0%
77 HEI 0.32% 549,037 $177M $322.82 $15M +53,102 +10.7%
78 RYTM 0.32% 1,727,885 $174M $100.99 $68M +41,391 +2.5%
79 TSM 0.31% 618,617 $173M $279.29 $32M -1,905 -0.3%
80 VRT 0.30% 1,098,150 $166M $150.86 $152M +992,031 +934.8%
81 AAP 0.30% 2,694,027 $165M $61.40 $54M +306,702 +12.8%
82 RDDT 0.30% 718,493 $165M $229.99 +718,493 NEW
83 O 0.30% 2,690,664 $164M $60.79 $10M +21,633 +0.8%
84 TJX 0.29% 1,125,583 $163M $144.54 $7M -131,899 -10.5%
85 BSX 0.29% 1,644,519 $161M $97.63 -$34M -168,986 -9.3%
86 GSK 0.28% 3,636,987 $157M $43.16 $17M +4,516 +0.1%
87 PGR 0.28% 629,095 $155M $246.95 $15M +104,563 +19.9%
88 BMO 0.28% 1,189,093 $155M $130.25 $20M -33,596 -2.8%
89 MDLZ 0.28% 2,466,984 $154M $62.47 $146M +2,353,841 +2080.4%
90 TRP 0.28% 2,832,009 $154M $54.41 $15M -28,720 -1.0%
91 MA 0.28% 269,940 $154M $568.81 $81M +140,403 +108.4%
92 CAH 0.27% 960,836 $151M $156.96 $3M +81,850 +9.3%
93 JPM 0.27% 468,973 $148M $315.43 -$14M -88,681 -15.9%
94 UBER 0.27% 1,504,594 $147M $97.97 $32M +265,643 +21.4%
95 TSLA 0.27% 331,337 $147M $444.72 $66M +75,920 +29.7%
96 CRWD 0.26% 294,134 $144M $490.38 $48M +105,978 +56.3%
97 SNY 0.26% 3,035,254 $143M $47.20 -$45M -852,375 -21.9%
98 SPOT 0.26% 204,402 $143M $698.00 -$222M -271,314 -57.0%
99 EXPE 0.24% 628,224 $134M $213.75 $47M +109,366 +21.1%
100 REGN 0.24% 236,200 $133M $562.27 $4M -9,387 -3.8%

New Positions

SymbolValue% Port
RDDT $165M 0.30%
W $51M 0.09%
FCSH $50M 0.09%
CNTA $42M 0.08%
KYMR $32M 0.06%
PVLA $21M 0.04%
AFRM $19M 0.03%
NTSK $18M 0.03%
WBI $16M 0.03%
LGN $14M 0.03%
BOOT $13M 0.02%
GMAB $13M 0.02%
MIAX $10M 0.02%
VIA $10M 0.02%
SLDE $9M 0.02%

Sold Out Positions

SymbolValue% Port
CSV —%
CODI —%
UI —%
SLVM —%
RYAM —%
PAM —%
TROX —%
BBT —%
VTOL —%
AGM —%
EGY —%
PACS —%
LADR —%
FVR —%
FERG —%
View SEC EDGAR Filings for FEDERATED HERMES, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms