Hermes Investment Management Limited
- Regulatory AUM
- $24.8B
- Discretionary
- $24.5B
- Clients
- 61
- Avg AUM / client
- $406M
- Accounts
- 61
- Employees
- 422
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Investments (13F portfolio — 220 positions, $7,523,616)
13F period Jun 30, 2018| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alibaba Group Hldg Ltd | SPONSORED ADS | $592,389 | 3,192,955 | 7.87% | 0.0% |
| 2 | Taiwan Semiconductor Mfg Ltd | SPONSORED ADR | $418,766 | 11,454,210 | 5.57% | 0.0% |
| 3 | Baidu Inc | SPON ADR REP A | $262,548 | 1,080,443 | 3.49% | 0.0% |
| 4 | Amazon Com Inc | COM | $184,563 | 108,579 | 2.45% | 0.0% |
| 5 | Jd Com Inc | SPON ADR CL A | $177,829 | 4,565,565 | 2.36% | 0.0% |
| 6 | Alphabet Inc | CAP STK CL A | $118,477 | 104,922 | 1.57% | 0.0% |
| 7 | Thermo Fisher Scientific Inc | COM | $118,468 | 571,922 | 1.57% | 0.0% |
| 8 | Credicorp Ltd | COM | $110,402 | 490,416 | 1.47% | 0.0% |
| 9 | Microsoft Corp | COM | $97,081 | 984,497 | 1.29% | 0.0% |
| 10 | West Pharmaceutical Svsc Inc | COM | $96,207 | 968,945 | 1.28% | 0.0% |
| 11 | Bank Amer Corp | COM | $92,577 | 3,284,039 | 1.23% | 0.0% |
| 12 | Delta Air Lines Inc Del | COM NEW | $91,376 | 1,844,482 | 1.21% | 0.0% |
| 13 | Steris Plc | SHS USD | $86,704 | 825,676 | 1.15% | 0.0% |
| 14 | Apple Inc | COM | $84,376 | 455,814 | 1.12% | 0.0% |
| 15 | Wintrust Finl Corp | COM | $84,123 | 966,370 | 1.12% | 0.0% |
| 16 | Hess Corp | COM | $82,057 | 1,226,740 | 1.09% | 0.0% |
| 17 | American Wtr Wks Co Inc New | COM | $79,344 | 929,305 | 1.05% | 0.0% |
| 18 | Wex Inc | COM | $79,286 | 416,242 | 1.05% | 0.0% |
| 19 | Procter And Gamble Co | COM | $78,765 | 1,009,034 | 1.05% | 0.0% |
| 20 | Disney Walt Co | COM DISNEY | $78,715 | 751,022 | 1.05% | 0.0% |
| 21 | Abbott Labs | COM | $78,201 | 1,282,189 | 1.04% | 0.0% |
| 22 | Micron Technology Inc | COM | $77,062 | 1,469,536 | 1.02% | 0.0% |
| 23 | Rpm Intl Inc | COM | $75,542 | 1,295,304 | 1.0% | 0.0% |
| 24 | Accenture Plc Ireland | SHS CLASS A | $74,501 | 455,411 | 0.99% | 0.0% |
| 25 | East West Bancorp Inc | COM | $74,326 | 1,139,970 | 0.99% | 0.0% |
Top 25 of 220 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 4 | $601M | 2.42% |
| Investment companies | 3 | $268M | 1.08% |
| Pooled investment vehicles (non-investment companies) | 19 | $14.1B | 56.9% |
| Pension and profit sharing plans | 15 | $4.4B | 17.9% |
| Charitable organizations | 3 | $302M | 1.22% |
| Other investment advisers | 14 | $1.6B | 6.46% |
| Insurance companies | 2 | $3.1B | 12.6% |
| Sovereign wealth funds and foreign official institutions | 1 | $349M | 1.41% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $172M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Federated Hermes Global Investment Funds (Cayman) Master, Spc master | Other Private Fund | Cayman Islands | $172M | 8 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nusseibeh, Saker, Anwar | Director, Chief Executive Officer | Jun 2009 (17y) | Less than 5% | |
| Kennedy, Ian, Marshall | Director, Chief Operating Officer | Sep 2015 (11y) | Less than 5% | |
| Taylor, Christopher, Mark | Director | Jun 2017 (9y) | Less than 5% | |
| Fitzharris, David, Andrew | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Dulski, Gregory, Philip | Director | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Federated Hermes Limited | Shareholder | Feb 1995 | A | 75% or more |
| Federated Holdings (Uk) Ii Limited | Shareholder | Aug 2021 | B | ≈ 56.25% – 100% via Federated Hermes Limited |
| Federated International Holdings B.V. | Shareholder | Jul 2018 | B | ≈ 42.19% – 100% via Federated Holdings (Uk) Ii Limited |
| Fii Holdings Inc | Shareholder | Dec 1998 | B | ≈ 31.64% – 100% via Federated International Holdings B.V. |
| Federated Hermes Inc | Shareholder | Mar 1983 | B | ≈ 23.73% – 100% via Fii Holdings Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Federated Holdings (Uk) Ii Limited: 75% – 100% of Federated Hermes Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Federated International Holdings B.V.: 75% – 100% of Federated Holdings (Uk) Ii Limited × 75% – 100% of Federated Hermes Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Fii Holdings Inc: 75% – 100% of Federated International Holdings B.V. × 75% – 100% of Federated Holdings (Uk) Ii Limited × 75% – 100% of Federated Hermes Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Federated Hermes Inc: 75% – 100% of Fii Holdings Inc × 75% – 100% of Federated International Holdings B.V. × 75% – 100% of Federated Holdings (Uk) Ii Limited × 75% – 100% of Federated Hermes Limited × 75% – 100% direct ≈ 23.73% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $172M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Federated Hermes Global Investment Funds (Cayman) Master, Spc | Other Private Fund | $172M | $100K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.62 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗