Business Context and Reporting Period
This Form 13F-HR filing is submitted by FEDERATED HERMES, INC. for the quarter ended March 31, 2026. The report discloses equity holdings for Federated Hermes and seven affiliated institutional investment managers, including Federated Investment Counseling, Federated Investment Management Company, and Hermes Investment Management Limited. Federated Hermes is deemed to share investment discretion over the reported investments.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financial performance (revenue, profit, cash flow) of the management firm itself. Key portfolio metrics include:
- Total Portfolio Value: $61,485,227,501
- Total Number of Holdings: 3,984 entries
- Number of Included Managers: 7
The filing does not provide data on the firm's revenue, profit margins, debt, or liquidity.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2025) or detail specific material changes in holdings, net inflows, or outflows. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or specific risk factors regarding the firm's operations. It includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness. The report notes that the filing is made to comply with Rule 13F-1(b) under the Securities Exchange Act of 1934 regarding shared investment discretion.
Investor Verification Checklist
- Verify the total portfolio value of approximately $61.5 billion against the firm's latest 10-K or 10-Q for context on assets under management (AUM).
- Confirm the specific breakdown of the 3,984 holdings across the seven affiliated managers listed in the summary.
- Review the detailed Schedule 13F tables (not included in this summary text) to identify top individual positions and sector concentrations.
- Check for any subsequent amendments filed after the May 11, 2026 signing date.