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Federated Hermes (FHI) Institutional Ownership

Federated Hermes logo
$50.94 -0.64 (-1.24%)
Closing price 10/22/2025 03:59 PM Eastern
Extended Trading
$51.04 +0.10 (+0.20%)
As of 10/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Federated Hermes (NYSE:FHI)

Current
Institutional Ownership
Percentage
75.94%
Number of
Institutional Buyers
(last 12 months)
243
Total
Institutional Inflows
(last 12 months)
$639.29M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$383.05M
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FHI Institutional Buying and Selling by Quarter

Federated Hermes Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2025Louisiana State Employees Retirement System20,600$1.07M0.0%-2.8%0.027%
10/22/2025Robeco Institutional Asset Management B.V.208,131$10.81M0.0%+177.3%0.268%
10/22/2025RHS Financial LLC9,097$472K0.2%-2.4%0.012%
10/22/2025Commonwealth Equity Services LLC422,247$21.93M0.0%-14.6%0.544%
10/22/2025Alpha Omega Wealth Management LLC95,094$4.94M0.8%-13.4%0.123%
10/21/2025 Global Retirement Partners LLC3,335$173K0.0%+42.1%0.004%
10/21/2025 Financiere des Professionnels Fonds d investissement inc.4,297$223K0.0%+30.2%0.006%
10/21/2025 Taylor Frigon Capital Management LLC41,093$2.13M1.1%-3.7%0.053%
10/21/2025 Guyasuta Investment Advisors Inc.4,000$208K0.0%N/A0.005%
10/20/2025 Diversified Trust Co9,444$490K0.0%+4.5%0.012%
10/17/2025 Three Seasons Wealth LLC5,143$267K0.0%-49.5%0.007%
10/16/2025 Burney Co.135,132$7.02M0.2%+11.8%0.174%
10/16/2025 City State Bank1,080$56K0.0%-15.6%0.001%
10/16/2025 Blue Trust Inc.7,456$387K0.0%+6.9%0.010%
10/15/2025 CWM LLC6,162$320K0.0%+32.5%0.008%
10/15/2025 Pacer Advisors Inc.17,444$906K0.0%+363.2%0.022%
10/15/2025 Inspire Investing LLC19,993$1.04M0.1%-1.0%0.026%
10/15/2025 Harbor Capital Advisors Inc.2,923$152K0.0%+861.5%0.004%
10/15/2025 Paragon Capital Management Ltd4,670$243K0.0%-5.3%0.006%
10/14/2025 Yousif Capital Management LLC22,229$1.15M0.0%-9.4%0.029%
10/14/2025 Farther Finance Advisors LLC870$45K0.0%+97.7%0.001%
10/14/2025 Foundation Resource Management Inc.396,828$20.61M3.0%-0.4%0.512%
10/10/2025 ABLE Financial Group LLC42,550$2.21M0.5%-0.7%0.055%
10/10/2025 Wedge Capital Management L L P NC24,400$1.27M0.0%-14.1%0.031%
10/10/2025 Congress Asset Management Co.70,246$3.65M0.0%+0.9%0.091%
10/8/2025 Marshall Financial Group LLC23,024$1.20M0.2%+3.7%0.030%
10/8/2025 Country Club Bank100,538$5.22M0.3%-31.4%0.130%
10/7/2025 Assenagon Asset Management S.A.85,038$4.42M0.0%-6.2%0.110%
10/2/2025 GAMMA Investing LLC2,524$131K0.0%+10.6%0.003%
9/26/2025Corient Private Wealth LLC72,312$3.21M0.0%+22.3%0.093%
9/24/2025Texas Permanent School Fund Corp53,343$2.36M0.0%+36.0%0.069%
9/4/2025Osaic Holdings Inc.16,817$745K0.0%+1,480.5%0.022%
8/27/2025Squarepoint Ops LLC27,010$1.20M0.0%-69.2%0.035%
8/26/2025Thrivent Financial for Lutherans122,528$5.43M0.0%-47.7%0.158%
8/22/2025Cim Investment Management Inc.14,004$598K0.1%+100.7%0.018%
8/19/2025Cape Investment Advisory Inc.2,625$116K0.0%-18.1%0.003%
8/19/2025State of Wyoming7,532$334K0.0%+6.2%0.010%
8/16/2025Headlands Technologies LLC1,706$76K0.0%N/A0.002%
8/15/2025CANADA LIFE ASSURANCE Co44,772$1.98M0.0%-12.5%0.058%
8/15/2025Tower Research Capital LLC TRC 1,874$83K0.0%-54.7%0.002%
8/15/2025Corient Private Wealth LLC72,312$3.21M0.0%+22.3%0.093%
8/15/2025State of Tennessee Department of Treasury39,688$1.76M0.0%+18.3%0.051%
8/15/2025Vident Advisory LLC19,911$882K0.0%-27.6%0.026%
8/15/2025Man Group plc363,623$16.12M0.0%+57.6%0.469%
8/15/2025Lazard Asset Management LLC55,687$2.47M0.0%+2,689.9%0.072%
8/15/2025HRT Financial LP138,234$6.13M0.0%N/A0.178%
8/15/2025Engineers Gate Manager LP39,566$1.75M0.0%+281.0%0.051%
8/15/2025BI Asset Management Fondsmaeglerselskab A S1,257$56K0.0%N/A0.002%
8/15/2025BNP Paribas Financial Markets61,986$2.75M0.0%+84.1%0.080%
8/15/2025Brevan Howard Capital Management LP92,186$4.09M0.0%+391.5%0.119%
8/15/2025Bank of America Corp DE598,834$26.54M0.0%+38.3%0.772%
8/15/2025Ameriprise Financial Inc.572,738$25.38M0.0%+267.5%0.738%
8/15/2025AQR Capital Management LLC2,978,885$132.02M0.1%+20.1%3.841%
8/14/2025Raymond James Financial Inc.56,868$2.52M0.0%+71.6%0.073%
8/14/2025Quantinno Capital Management LP7,723$342K0.0%N/A0.010%
8/14/2025Diversify Advisory Services LLC11,827$524K0.0%N/A0.015%
8/14/2025Alliancebernstein L.P.837,278$37.11M0.0%-12.3%1.080%
8/14/2025The Manufacturers Life Insurance Company 56,906$2.52M0.0%-7.3%0.073%
8/14/2025Squarepoint Ops LLC27,010$1.20M0.0%-69.2%0.035%
8/14/2025Sei Investments Co.32,542$1.44M0.0%-70.9%0.042%
8/14/2025Nebula Research & Development LLC88,828$3.94M0.3%+18.6%0.115%
8/14/2025Qube Research & Technologies Ltd607,504$26.93M0.0%+405.3%0.783%
8/14/2025iSAM Funds UK Ltd13,251$587K0.1%N/A0.017%
8/14/2025AXA S.A.202,735$8.99M0.0%+8.1%0.261%
8/14/2025State Street Corp1,893,710$83.93M0.0%-5.3%2.442%
8/14/2025Cerity Partners LLC31,737$1.41M0.0%+62.6%0.041%
8/13/2025Gabelli Funds LLC96,493$4.28M0.0%N/A0.124%
8/13/2025Gamco Investors INC. ET AL104,572$4.64M0.0%+13.2%0.135%
8/13/2025Jump Financial LLC52,409$2.32M0.0%N/A0.068%
8/13/2025Marshall Wace LLP30,756$1.36M0.0%N/A0.040%
8/13/2025Baird Financial Group Inc.30,654$1.36M0.0%-1.2%0.040%
8/13/2025First Trust Advisors LP150,421$6.67M0.0%-42.6%0.194%
8/13/2025EverSource Wealth Advisors LLC1,567$69K0.0%+76.5%0.002%
8/13/2025Invesco Ltd.2,269,265$100.57M0.0%-4.2%2.926%
8/13/2025CW Advisors LLC19,912$882K0.0%+177.8%0.026%
8/13/2025Arrowstreet Capital Limited Partnership852,594$37.79M0.0%+21.7%1.099%
8/13/2025Quantbot Technologies LP25,551$1.13M0.0%N/A0.033%
8/13/2025MBM Wealth Consultants LLC9,171$406K0.1%+6.6%0.012%
8/13/2025Panagora Asset Management Inc.91,108$4.04M0.0%+0.5%0.117%
8/13/2025Schroder Investment Management Group254,359$11.27M0.0%-0.7%0.328%
8/13/2025Hsbc Holdings PLC47,884$2.12M0.0%+31.5%0.062%
8/13/2025Capital Fund Management S.A.40,352$1.79M0.0%+143.6%0.052%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC39,118$1.73M0.0%-53.5%0.050%
8/13/2025Elevation Point Wealth Partners LLC1,034$46K0.0%N/A0.001%
8/13/2025Russell Investments Group Ltd.86,896$3.85M0.0%-2.0%0.112%
8/12/2025Elo Mutual Pension Insurance Co30,925$1.37M0.0%+74.8%0.040%
8/12/2025Financial Advocates Investment Management7,754$344K0.0%N/A0.010%
8/12/2025RiverFront Investment Group LLC5,818$258K0.0%-86.6%0.008%
8/12/2025XTX Topco Ltd71,069$3.15M0.1%+1,117.6%0.092%
8/12/2025NDVR Inc.6,627$294K0.3%+10.9%0.009%
8/12/2025Horizon Kinetics Asset Management LLC18,854$836K0.0%-17.5%0.024%
8/12/2025Ameritas Investment Partners Inc.14,651$649K0.0%-6.1%0.019%
8/12/2025Prudential Financial Inc.11,744$497K0.0%+4.9%0.015%
8/12/2025Charles Schwab Investment Management Inc.3,088,309$136.87M0.0%-3.5%3.982%
8/12/2025American Century Companies Inc.33,246$1.47M0.0%+1.9%0.043%
8/12/2025Rhumbline Advisers134,702$5.97M0.0%-1.1%0.174%
8/12/2025Franklin Resources Inc.28,998$1.29M0.0%+28.3%0.037%
8/12/2025Legal & General Group Plc131,888$5.85M0.0%+2.1%0.170%
8/12/2025Brandywine Global Investment Management LLC154,199$6.83M0.0%-3.7%0.199%
8/12/2025JPMorgan Chase & Co.261,793$11.60M0.0%+12.3%0.338%
(Data available from 1/1/2016 forward)

FHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FHI shares?

During the previous two years, 361 institutional investors and hedge funds held shares of Federated Hermes. The most heavily invested institutionals were Vanguard Group Inc. ($357.18M), FMR LLC ($243.37M), Charles Schwab Investment Management Inc. ($136.87M), AQR Capital Management LLC ($132.02M), Invesco Ltd. ($100.57M), Dimensional Fund Advisors LP ($96.61M), and LSV Asset Management ($87.14M).Learn more on Federated Hermes' institutional investors.

What percentage of Federated Hermes' stock is owned by institutional investors?

75.94% of Federated Hermes' stock is owned by institutional investors. Learn more on FHI's institutional investor holdings.

Which institutional investors have been buying Federated Hermes' stock?

Of the 303 institutional investors that purchased Federated Hermes' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($2.62M), AQR Capital Management LLC ($2.28M), LSV Asset Management ($1.74M), Wellington Management Group LLP ($1.21M), Assenagon Asset Management S.A. ($1.14M), FMR LLC ($953.03K), and Norges Bank ($627.20K).

How much institutional buying is happening at Federated Hermes?

Institutional investors have bought a total of 15,294,928 shares in the last 24 months. This purchase volume represents approximately $639.29M in transactions.

Which of Federated Hermes' major shareholders have been selling company stock?

Of the 143 institutional investors that sold Federated Hermes' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MFA Wealth Advisors LLC ($1.60M), Assenagon Asset Management S.A. ($787.15K), Millennium Management LLC ($567.88K), Acadian Asset Management LLC ($552.78K), Alliancebernstein L.P. ($363.82K), Bank of Montreal Can ($317.45K), and Bank of New York Mellon Corp ($286.94K).

How much institutional selling is happening at Federated Hermes?

Institutional investors have sold a total of 8,989,151 shares in the last 24 months. This volume of shares sold represents approximately $372.89M in transactions.


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This page (NYSE:FHI) was last updated on 10/23/2025 by MarketBeat.com Staff
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