Chuck Royce's FHI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 304,719 shares of Federated Hermes, Inc. (FHI) worth $16.83 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in FHI, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 458,715 shares. Largest reduction occurred in Q4 2014, reducing 2.34 M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Federated Hermes (FHI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Federated Hermes (FHI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -6,676 | Reduce 2.14% | 304,719 | $52.07 |
| Q3 2025 | -88,162 | Reduce 22.06% | 311,395 | $51.93 |
| Q2 2025 | +3,662 | Add 0.92% | 399,557 | $44.32 |
| Q1 2025 | +5,500 | Add 1.41% | 395,895 | $40.77 |
| Q4 2024 | -837 | Reduce 0.21% | 390,395 | $41.11 |
| Q2 2024 | +13,500 | Add 3.57% | 391,232 | $32.88 |
| Q1 2024 | +11,792 | Add 3.22% | 377,732 | $36.12 |
| Q4 2023 | +29,940 | Add 8.91% | 365,940 | $33.86 |
| Q2 2023 | -14,900 | Reduce 4.25% | 336,000 | $35.85 |
| Q1 2023 | -64,100 | Reduce 15.45% | 350,900 | $40.14 |
| Q4 2022 | -90,000 | Reduce 17.82% | 415,000 | $36.31 |
| Q3 2022 | -58,672 | Reduce 10.41% | 505,000 | $33.12 |
| Q2 2022 | +35,133 | Add 6.65% | 563,672 | $31.79 |
| Q1 2022 | +34,824 | Add 7.05% | 528,539 | $34.06 |
| Q4 2021 | +9,450 | Add 1.95% | 493,715 | $37.58 |
| Q3 2021 | +9,047 | Add 1.90% | 484,265 | $32.50 |
| Q2 2021 | +450,555 | Add 1826.85% | 475,218 | $33.91 |
| Q1 2021 | +967 | Add 4.08% | 24,663 | $31.30 |
| Q4 2020 | -272 | Reduce 1.13% | 23,696 | $28.91 |
| Q3 2020 | -165,280 | Reduce 87.34% | 23,968 | $21.53 |
| Q2 2020 | -110,021 | Reduce 36.76% | 189,248 | $23.70 |
| Q1 2020 | +2,463 | Add 0.83% | 299,269 | $19.05 |
| Q4 2019 | -4,175 | Reduce 1.39% | 296,806 | $32.59 |
| Q3 2019 | -68,770 | Reduce 18.60% | 300,981 | $32.41 |
| Q2 2019 | -99,705 | Reduce 21.24% | 369,751 | $32.50 |
| Q1 2019 | -9,190 | Reduce 1.92% | 469,456 | $29.31 |
| Q4 2018 | -1.03 M | Reduce 68.26% | 478,646 | $26.55 |
| Q3 2018 | -10,186 | Reduce 0.67% | 1.51 M | $24.12 |
| Q2 2018 | +29,137 | Add 1.96% | 1.52 M | $23.32 |
| Q1 2018 | -649,761 | Reduce 30.38% | 1.49 M | $33.40 |
| Q4 2017 | -375,134 | Reduce 14.92% | 2.14 M | $36.08 |
| Q3 2017 | -629,397 | Reduce 20.02% | 2.51 M | $29.70 |
| Q2 2017 | -1.19 M | Reduce 27.42% | 3.14 M | $28.25 |
| Q1 2017 | +458,715 | Add 11.85% | 4.33 M | $26.34 |
| Q4 2016 | -631,512 | Reduce 14.02% | 3.87 M | $28.28 |
| Q3 2016 | -672,468 | Reduce 12.99% | 4.5 M | $29.63 |
| Q2 2016 | +212,673 | Add 4.28% | 5.18 M | $28.78 |
| Q1 2016 | -233,731 | Reduce 4.50% | 4.96 M | $28.85 |
| Q4 2015 | -504,130 | Reduce 8.84% | 5.2 M | $28.65 |
| Q3 2015 | -304,800 | Reduce 5.07% | 5.7 M | $28.90 |
| Q2 2015 | -769,550 | Reduce 11.36% | 6.01 M | $33.49 |
| Q1 2015 | -815,890 | Reduce 10.75% | 6.78 M | $33.89 |
| Q4 2014 | -2.34 M | Reduce 23.59% | 7.59 M | $32.93 |
| Q3 2014 | -1.37 M | Reduce 12.12% | 9.94 M | $29.36 |
| Q2 2014 | -1.14 M | Reduce 9.19% | 11.31 M | $30.92 |
| Q1 2014 | +109,920 | Add 0.89% | 12.45 M | $30.54 |
| Q4 2013 | -186,734 | Reduce 1.49% | 12.34 M | $28.80 |
| Q3 2013 | -1.37 M | Reduce 9.84% | 12.53 M | $27.16 |
| Q2 2013 | +13.89 M | Add 0.00% | 13.89 M | $27.41 |
Chuck Royce's Federated Hermes Investment FAQs
Chuck Royce first purchased Federated Hermes, Inc. (FHI) in Q2 2013, acquiring 13,894,289 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Federated Hermes, Inc. (FHI) for 53 quarters since Q2 2013.
Chuck Royce's largest addition to Federated Hermes, Inc. (FHI) was in Q2 2013, adding 13,894,289 shares worth $380.84 M.
According to the latest 13F filing for Q2 2026, Chuck Royce's firm, Royce & Associates Lp, owns 304,719 shares of Federated Hermes, Inc. (FHI), valued at approximately $16.83 M.
As of the Q2 2026 filing, Federated Hermes, Inc. (FHI) represents approximately 0.14% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Federated Hermes, Inc. (FHI) was 13,894,289 shares, as reported at the end of Q2 2013.