Free Trial

Federated Hermes (FHI) Institutional Ownership

Federated Hermes logo
$51.28 +0.41 (+0.81%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$51.25 -0.03 (-0.07%)
As of 08/8/2025 05:27 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)
219
Total
Institutional Inflows
(last 12 months)
$523.58M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$345.12M
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
8/8/2025Ontario Teachers Pension Plan Board45,234$2.01M0.0%+33.3%0.057%
8/8/2025Intech Investment Management LLC7,611$337K0.0%N/A0.010%
8/8/2025Cetera Investment Advisers19,337$857K0.0%+139.9%0.024%
8/8/2025Creative Planning21,339$946K0.0%-2.9%0.027%
8/8/2025SG Americas Securities LLC21,613$958K0.0%+119.8%0.027%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS19,387$859K0.0%+4.1%0.025%
8/8/2025Olympiad Research LP4,883$216K0.4%N/A0.006%
8/8/2025Geode Capital Management LLC1,356,294$60.12M0.0%+0.2%1.715%
8/8/2025PNC Financial Services Group Inc.35,342$1.57M0.0%-3.1%0.045%
8/8/2025KBC Group NV1,759$78K0.0%-48.6%0.002%
8/8/2025Jupiter Asset Management Ltd.20,868$925K0.0%N/A0.026%
8/8/2025Mitsubishi UFJ Trust & Banking Corp198,431$8.79M0.0%-0.8%0.251%
8/7/2025 Vise Technologies Inc.16,269$721K0.0%N/A0.021%
8/7/2025 Acadian Asset Management LLC47,589$2.11M0.0%-79.9%0.060%
8/7/2025 Sound View Wealth Advisors Group LLC6,865$304K0.0%-46.1%0.009%
8/7/2025 Campbell & CO Investment Adviser LLC18,777$832K0.1%N/A0.024%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.39,608$1.76M0.0%N/A0.050%
8/7/2025 Los Angeles Capital Management LLC16,691$740K0.0%+17.5%0.021%
8/6/2025 Fox Run Management L.L.C.14,550$645K0.1%N/A0.018%
8/6/2025 S&T Bank PA42,695$1.89M0.6%-10.4%0.054%
8/5/2025 Advisors Preferred LLC8,259$370K0.1%N/A0.010%
8/5/2025 Bank of New York Mellon Corp989,954$43.88M0.0%-1.6%1.252%
8/5/2025 Bank of Montreal Can7,277$323K0.0%-16.9%0.009%
8/5/2025 Burney Co.120,879$5.36M0.2%+1.0%0.153%
8/5/2025 State of Michigan Retirement System18,176$806K0.0%-2.7%0.023%
8/4/2025 Murphy Pohlad Asset Management LLC67,696$3M1.3%-2.6%0.086%
8/4/2025 Amalgamated Bank30,567$1.36M0.0%-4.8%0.039%
8/4/2025 Retirement Systems of Alabama92,227$4.09M0.0%-2.8%0.117%
8/4/2025 Assetmark Inc.2,970$132K0.0%N/A0.004%
8/1/2025 Teacher Retirement System of Texas151,941$6.73M0.0%-5.9%0.192%
8/1/2025 Y Intercept Hong Kong Ltd8,928$396K0.0%N/A0.011%
8/1/2025 Convergence Investment Partners LLC39,127$1.73M0.4%N/A0.049%
8/1/2025 Envestnet Asset Management Inc.28,304$1.25M0.0%+28.3%0.036%
7/31/2025 Nisa Investment Advisors LLC16,348$725K0.0%-2.2%0.021%
7/31/2025 Schneider Downs Wealth Management Advisors LP79,821$3.54M0.5%-10.8%0.101%
7/31/2025 State of New Jersey Common Pension Fund D44,254$1.96M0.0%-13.0%0.056%
7/31/2025 AlphaQuest LLC39,107$1.73M0.2%+9,346.1%0.049%
7/30/2025 Cullen Frost Bankers Inc.4,231$188K0.0%-23.5%0.005%
7/30/2025 DekaBank Deutsche Girozentrale3,693$162K0.0%N/A0.005%
7/29/2025 Mutual of America Capital Management LLC37,526$1.66M0.0%-6.4%0.047%
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)

Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).

Click here for the names of our three top stocks to own this year (no purchase necessary).
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al57,300$2.54M0.0%N/A0.072%
7/29/2025 Hourglass Capital LLC140,075$6.21M1.5%-25.8%0.177%
7/28/2025 Allianz Asset Management GmbH840,996$37.27M0.0%+49.1%1.063%
7/28/2025 New York State Teachers Retirement System109,387$4.85M0.0%-0.5%0.138%
7/28/2025 Ritholtz Wealth Management56,209$2.49M0.1%+78.7%0.071%
7/28/2025 Bayforest Capital Ltd6,267$278K0.1%-52.7%0.008%
7/28/2025 TD Asset Management Inc10,800$479K0.0%N/A0.014%
7/25/2025 Atria Wealth Solutions Inc.4,634$205K0.0%N/A0.006%
7/25/2025 Sequoia Financial Advisors LLC16,877$748K0.0%N/A0.021%
7/25/2025 Yousif Capital Management LLC24,532$1.09M0.0%-4.7%0.031%
7/25/2025 RHS Financial LLC9,321$413K0.2%+4.8%0.012%
7/25/2025 Meritage Portfolio Management23,972$1.06M0.1%+4.4%0.030%
7/25/2025 CWM LLC4,650$206K0.0%+32.1%0.006%
7/25/2025 Vanguard Personalized Indexing Management LLC26,421$1.17M0.0%+22.1%0.033%
7/24/2025 Inspire Investing LLC20,202$895K0.1%N/A0.026%
7/24/2025 Blue Trust Inc.6,977$309K0.0%+31.3%0.009%
7/23/2025 KLP Kapitalforvaltning AS43,500$1.93M0.0%+2.8%0.055%
7/23/2025 Country Club Bank146,531$6.48M0.4%-17.6%0.185%
7/21/2025 Mirae Asset Global Investments Co. Ltd.68,662$3.04M0.0%+8.1%0.087%
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%
5/21/2025 Acadian 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%
5/19/2025 Bayforest 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%
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)

Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).

Click here for the names of our three top stocks to own this year (no purchase necessary).
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%
5/16/2025Alliancebernstein L.P.954,351$38.91M0.0%-2.6%1.206%
(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, 352 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 288 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. ($706.62K).

How much institutional buying is happening at Federated Hermes?

Institutional investors have bought a total of 13,186,336 shares in the last 24 months. This purchase volume represents approximately $523.58M in transactions.

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

Of the 131 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), Acadian Asset Management LLC ($552.78K), Bank of Montreal Can ($317.45K), Interval Partners LP ($295.84K), 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 8,526,623 shares in the last 24 months. This volume of shares sold represents approximately $345.12M in transactions.



This page (NYSE:FHI) was last updated on 8/9/2025 by MarketBeat.com Staff
From Our Partners