Free Trial

Federated Hermes (FHI) Institutional Ownership

Federated Hermes logo
$47.35 +0.29 (+0.62%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$47.30 -0.05 (-0.10%)
As of 07/18/2025 04:20 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.

Institutional Ownership Changes (13F Filings) for Federated Hermes (NYSE:FHI)

Current
Institutional Ownership
Percentage
75.94%
Number of
Institutional Buyers
(last 12 months)
212
Total
Institutional Inflows
(last 12 months)
$516.48M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$342.03M
Get FHI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Federated Hermes stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FHI Institutional Buying and Selling by Quarter

Federated Hermes Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Robeco Institutional Asset Management B.V.75,050$3.33M0.0%+16.1%0.095%
7/18/2025 Truist Financial Corp46,640$2.07M0.0%-2.3%0.059%
7/17/2025 Taylor Frigon Capital Management LLC42,657$1.89M1.0%-3.0%0.054%
7/16/2025 Paragon Capital Management Ltd4,930$218K0.0%N/A0.006%
7/16/2025 Kendall Capital Management69,100$3.06M0.8%-1.1%0.087%
7/16/2025 State of Alaska Department of Revenue8,476$375K0.0%-7.2%0.011%
7/16/2025 Novem Group20,480$908K0.1%N/A0.026%
7/16/2025 Congress Asset Management Co.69,616$3.09M0.0%+35.8%0.088%
7/15/2025 TD Private Client Wealth LLC5,064$224K0.0%+51.9%0.006%
7/15/2025 Alpha Omega Wealth Management LLC109,854$4.87M0.9%-0.8%0.139%
7/14/2025 MFA Wealth Advisors LLC25,950$1.15M0.3%+10.2%0.033%
7/14/2025 AdvisorNet Financial Inc1,004$44K0.0%N/A0.001%
7/14/2025 GAMMA Investing LLC2,283$101K0.0%+21.3%0.003%
7/14/2025 ABLE Financial Group LLC42,848$1.90M0.5%+7.5%0.054%
7/14/2025 Foundation Resource Management Inc.398,513$17.66M2.7%-0.8%0.504%
7/11/2025 Financiere des Professionnels Fonds d investissement inc.3,301$146K0.0%N/A0.004%
7/11/2025 Diversified Trust Co9,036$400K0.0%+2.6%0.011%
7/11/2025 Assenagon Asset Management S.A.90,668$4.02M0.0%-58.2%0.115%
7/10/2025 Three Seasons Wealth LLC10,187$451K0.1%N/A0.013%
7/10/2025 Exchange Traded Concepts LLC20,712$918K0.0%+1.9%0.026%
7/10/2025 Marshall Financial Group LLC22,200$1.01M0.2%N/A0.028%
7/9/2025 Radnor Capital Management LLC29,145$1.29M0.2%+4.9%0.037%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.3,301$146K0.0%N/A0.004%
7/8/2025 Gallacher Capital Management LLC6,025$267K0.1%+9.1%0.008%
7/8/2025 Parallel Advisors LLC10,564$468K0.0%+30.6%0.013%
5/29/2025Rhumbline Advisers136,162$5.55M0.0%-0.8%0.172%
5/27/2025Villanova Investment Management Co LLC9,369$382K1.1%-76.8%0.012%
5/21/2025Acadian Asset Management LLC236,853$9.65M0.0%-60.5%0.299%
5/19/2025Jane Street Group LLC31,082$1.27M0.0%-44.1%0.039%
5/19/2025Bayforest Capital Ltd13,252$540K0.2%N/A0.017%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC239,613$9.77M0.0%+11.6%0.303%
5/16/2025Empowered Funds LLC344,559$14.05M0.2%N/A0.436%
5/16/2025Dean Capital Management25,120$1.02M0.4%-64.1%0.032%
5/16/2025United Services Automobile Association5,395$220K0.0%N/A0.007%
5/16/2025Goldman Sachs Group Inc.884,513$36.06M0.0%-15.1%1.118%
5/16/2025Jones Financial Companies Lllp8,890$362K0.0%+236.0%0.011%
5/16/2025Millennium Management LLC497,404$20.28M0.0%-5.3%0.629%
5/16/2025Interval Partners LP409,975$16.72M0.4%+136.1%0.518%
5/16/2025Invenomic Capital Management LP286,885$11.70M0.6%N/A0.363%
5/16/2025Jacobs Levy Equity Management Inc.274,920$11.21M0.0%N/A0.348%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/16/2025Alliancebernstein L.P.954,351$38.91M0.0%-2.6%1.206%
5/16/2025AQR Capital Management LLC2,480,683$100.64M0.1%-3.0%3.136%
5/15/2025EP Wealth Advisors LLC6,271$256K0.0%+20.9%0.008%
5/15/2025Royal Bank of Canada11,620$474K0.0%-23.7%0.015%
5/15/2025Baird Financial Group Inc.31,024$1.27M0.0%+5.5%0.039%
5/15/2025Panagora Asset Management Inc.90,635$3.70M0.0%+1.0%0.115%
5/15/2025Vident Advisory LLC27,514$1.12M0.0%+3.3%0.035%
5/15/2025State of Wyoming7,094$289K0.0%+34.3%0.009%
5/15/2025Trexquant Investment LP48,708$1.99M0.0%-78.3%0.062%
5/14/2025Ieq Capital LLC7,478$305K0.0%-12.8%0.009%
5/14/2025Gamco Investors INC. ET AL92,400$3.77M0.0%+0.3%0.117%
5/14/2025Keeley Teton Advisors LLC110,694$4.51M0.5%-2.8%0.140%
5/14/2025Caisse DE Depot ET Placement DU Quebec64,800$2.64M0.0%N/A0.082%
5/14/2025Corebridge Financial Inc.85,539$3.49M0.0%-2.4%0.108%
5/14/2025Virtus Advisers LLC1,758$72K0.1%N/A0.002%
5/14/2025Comerica Bank30,268$1.23M0.0%-2.4%0.038%
5/14/2025MetLife Investment Management LLC41,866$1.71M0.0%-1.6%0.053%
5/14/2025Hotchkis & Wiley Capital Management LLC343,763$14.02M0.0%-5.3%0.435%
5/14/2025Cadence Bank125,237$5.11M0.4%+1.8%0.158%
5/14/2025Northwestern Mutual Wealth Management Co.1,551$63K0.0%+22.7%0.002%
5/14/2025Sprott Inc.567,135$23.12M1.3%+0.5%0.717%
5/14/2025CW Advisors LLC7,168$292K0.0%+3.8%0.009%
5/14/2025Capital Fund Management S.A.16,566$675K0.0%N/A0.021%
5/14/2025Hsbc Holdings PLC36,416$1.48M0.0%+104.5%0.046%
5/14/2025Fuller & Thaler Asset Management Inc.1,904,596$77.65M0.3%+0.9%2.408%
5/13/2025Northern Trust Corp551,969$22.50M0.0%-0.5%0.698%
5/13/2025Versor Investments LP35,900$1.46M0.2%N/A0.045%
5/13/2025Algert Global LLC331,831$13.53M0.3%-11.1%0.419%
5/13/2025Schneider Downs Wealth Management Advisors LP89,504$3.65M0.7%+12.6%0.113%
5/13/2025American Century Companies Inc.32,632$1.33M0.0%-66.6%0.041%
5/13/2025Brandywine Global Investment Management LLC160,199$6.53M0.0%-3.7%0.203%
5/13/2025Russell Investments Group Ltd.88,688$3.62M0.0%+11.4%0.112%
5/13/2025HighTower Advisors LLC439,253$17.91M0.0%+0.5%0.555%
5/12/2025Staley Capital Advisers Inc.17,054$695K0.0%-30.5%0.022%
5/12/2025Invesco Ltd.2,367,754$96.53M0.0%+6.2%2.993%
5/12/2025Swiss National Bank150,617$6.14M0.0%-2.4%0.190%
5/9/2025Mutual of America Capital Management LLC40,102$1.64M0.0%-2.6%0.051%
5/9/2025Deutsche Bank AG24,213$987K0.0%+38.5%0.031%
5/9/2025Boxwood Ventures Inc.11,613$473K0.7%-11.5%0.015%
5/9/2025Charles Schwab Investment Management Inc.3,199,554$130.45M0.0%+249.7%4.045%
5/9/2025Vanguard Group Inc.8,760,811$357.18M0.0%+3.1%11.075%
5/9/2025Annis Gardner Whiting Capital Advisors LLC6,500$265K0.1%N/A0.008%
5/9/2025New Age Alpha Advisors LLC4,388$179K0.0%-60.9%0.006%
5/9/2025Commonwealth Equity Services LLC507,770$20.70M0.0%-4.4%0.642%
5/9/2025PNC Financial Services Group Inc.36,458$1.49M0.0%-0.8%0.046%
5/9/2025LSV Asset Management1,107,089$45.14M0.1%+27.1%1.400%
5/8/2025Jefferies Financial Group Inc.53,600$2.19M0.0%N/A0.068%
5/8/2025Sound View Wealth Advisors Group LLC12,743$520K0.0%-30.1%0.016%
5/8/2025First National Trust Co10,789$440K0.0%-11.4%0.014%
5/8/2025Bayforest Capital Ltd13,252$540K0.3%N/A0.017%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/8/2025Vestcor Inc151,970$6.20M0.2%-3.7%0.192%
5/8/2025XTX Topco Ltd5,837$238K0.0%N/A0.007%
5/7/2025Mackenzie Financial Corp5,249$214K0.0%N/A0.007%
5/7/2025Inlet Private Wealth LLC75,150$3.06M0.8%-4.5%0.095%
5/7/2025Capital City Trust Co. FL11,957$487K0.1%-18.9%0.015%
5/7/2025LPL Financial LLC91,474$3.73M0.0%+373.9%0.116%
5/6/2025Pacer Advisors Inc.11,900$485K0.0%+2.5%0.015%
5/6/2025Cetera Investment Advisers8,062$329K0.0%-31.6%0.010%
5/6/2025Royce & Associates LP395,895$16.14M0.2%+1.4%0.500%
5/6/2025Burney Co.119,658$4.88M0.2%N/A0.151%
(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, 358 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. ($130.45M), AQR Capital Management LLC ($100.64M), Dimensional Fund Advisors LP ($96.61M), Invesco Ltd. ($96.53M), and Fuller & Thaler Asset Management Inc. ($77.65M).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 292 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 ($1.78M), Wellington Management Group LLP ($1.21M), Assenagon Asset Management S.A. ($1.14M), FMR LLC ($953.03K), LSV Asset Management ($881.94K), and Jupiter Asset Management Ltd. ($685.75K).

How much institutional buying is happening at Federated Hermes?

Institutional investors have bought a total of 13,213,175 shares in the last 24 months. This purchase volume represents approximately $516.48M in transactions.

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

Of the 128 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. ($1.05M), Millennium Management LLC ($567.88K), Bank of New York Mellon Corp ($448.97K), Acadian Asset Management LLC ($363.52K), Bank of Montreal Can ($315.97K), and Interval Partners LP ($295.84K).

How much institutional selling is happening at Federated Hermes?

Institutional investors have sold a total of 8,553,249 shares in the last 24 months. This volume of shares sold represents approximately $342.03M in transactions.



This page (NYSE:FHI) was last updated on 7/19/2025 by MarketBeat.com Staff
From Our Partners