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Federated Hermes (FHI) Institutional Ownership

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$55.10 +1.10 (+2.04%)
Closing price 03:59 PM Eastern
Extended Trading
$55.52 +0.43 (+0.77%)
As of 07:40 PM Eastern
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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)
249
Total
Institutional Inflows
(last 12 months)
$979.70M
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$403.67M
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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
5/5/2026Bank of New York Mellon Corp654,378$37.11M0.0%-3.7%0.861%
5/5/2026Advisors Preferred LLC8,823$500K0.1%+75.0%0.012%
5/5/2026Sanctuary Advisors LLC13,711$778K0.0%N/A0.018%
5/4/2026 State of Michigan Retirement System17,776$1.01M0.0%+1.7%0.023%
5/4/2026 Principal Financial Group Inc.162,941$9.24M0.0%+3.9%0.214%
5/4/2026 Teachers Retirement System of The State of Kentucky23,419$1.33M0.0%-17.6%0.031%
5/1/2026 Fifth Third Bancorp25,327$1.44M0.0%+4,178.2%0.033%
5/1/2026 Sequoia Financial Advisors LLC38,189$2.17M0.0%+9.1%0.050%
4/30/2026 Hsbc Holdings PLC35,245$2.01M0.0%+51.1%0.046%
4/30/2026 Kestra Advisory Services LLC485,727$27.55M0.1%+6.2%0.639%
4/30/2026 Oregon Public Employees Retirement Fund15,172$860K0.0%+2.7%0.020%
4/30/2026 Taylor Frigon Capital Management LLC37,541$2.13M1.2%-5.8%0.049%
4/29/2026 Burney Co.126,714$7.19M0.2%-42.1%0.167%
4/28/2026 Kathmere Capital Management LLC3,573$203K0.0%N/A0.005%
4/28/2026 Whittier Trust Co. of Nevada Inc.9,000$518K0.0%N/A0.012%
4/28/2026 DGS Capital Management LLC72,314$4.10M0.7%+12.6%0.095%
4/28/2026 QRG Capital Management Inc.42,683$2.42M0.0%N/A0.056%
4/27/2026 Moran Wealth Management LLC3,873$220K0.0%N/A0.005%
4/27/2026 New York State Teachers Retirement System88,045$4.99M0.0%-8.6%0.116%
4/27/2026 Y Intercept Hong Kong Ltd12,489$708K0.0%N/A0.016%
4/25/2026 Keybank National Association OH7,010$398K0.0%-6.7%0.009%
4/24/2026 Root Financial Partners LLC571$32K0.0%+71.0%0.001%
4/23/2026 Inspire Investing LLC49,764$2.82M0.2%-24.9%0.066%
4/23/2026 Simmons Bank3,790$215K0.0%N/A0.005%
4/22/2026 Janney Montgomery Scott LLC337,326$19.13M0.0%+34.6%0.444%
4/22/2026 Pictet Asset Management Holding SA12,059$684K0.0%+8.6%0.016%
4/21/2026 Louisiana State Employees Retirement System21,400$1.21M0.0%N/A0.028%
4/20/2026 Kestra Private Wealth Services LLC9,820$557K0.0%-4.1%0.013%
4/20/2026 Ritholtz Wealth Management103,840$5.89M0.1%+21.9%0.137%
4/20/2026 MBM Wealth Consultants LLC10,623$602K0.1%+5.9%0.014%
4/20/2026 RFG Advisory LLC17,268$979K0.0%N/A0.023%
4/20/2026 Assenagon Asset Management S.A.22,661$1.29M0.0%-80.5%0.030%
4/17/2026 Andina Capital Management LLC10,040$569K0.5%N/A0.013%
4/17/2026 AdvisorNet Financial Inc1,563$89K0.0%+38.4%0.002%
4/16/2026 SG Americas Securities LLC73,964$4.19M0.0%+27.6%0.097%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S144,671$8.20M0.1%+255.9%0.190%
4/16/2026 Diversified Trust Co11,144$632K0.0%+18.1%0.015%
4/16/2026 Baron Wealth Management LLC4,399$249K0.1%N/A0.006%
3/20/2026 Hsbc Holdings PLC23,325$1.22M0.0%-26.6%0.030%
3/17/2026Rockefeller Capital Management L.P.996$52K0.0%+24.2%0.001%
3/9/2026Corient Private Wealth LLC95,647$4.98M0.0%+16.7%0.123%
3/6/2026 Hsbc Holdings PLC23,325$1.22M0.0%-26.6%0.030%
3/3/2026Caitong International Asset Management Co. Ltd863$45K0.0%+220.8%0.001%
2/24/2026 DGS Capital Management LLC64,207$3.34M0.6%+24.3%0.083%
2/24/2026Pacer Advisors Inc.8,837$460K0.0%-49.3%0.011%
2/23/2026Virtu Financial LLC4,067$212K0.0%N/A0.005%
2/19/2026Invesco Ltd.2,751,323$143.26M0.0%-6.4%3.548%
2/19/2026Corient Private Wealth LLC57,105$2.97M0.0%-30.3%0.074%
2/18/2026Mercer Global Advisors Inc. ADV8,970$467K0.0%+18.0%0.012%
2/18/2026Vident Advisory LLC76,062$3.96M0.0%+1.9%0.098%
2/18/2026State of Tennessee Department of Treasury42,683$2.27M0.0%+7.5%0.055%
2/18/2026EP Wealth Advisors LLC6,292$328K0.0%N/A0.008%
2/18/2026Fuller & Thaler Asset Management Inc.2,786,066$145.07M0.5%-1.1%3.593%
2/18/2026Empowered Funds LLC57,907$3.02M0.0%+4.1%0.075%
2/18/2026XTX Topco Ltd41,939$2.18M0.1%N/A0.054%
2/18/2026Voloridge Investment Management LLC296,216$15.42M0.1%-6.9%0.382%
2/18/2026SummitTX Capital L.P.9,085$473K0.0%N/A0.012%
2/18/2026Susquehanna Fundamental Investments LLC18,357$956K0.0%N/A0.024%
2/18/2026Millennium Management LLC58,003$3.02M0.0%-85.9%0.075%
2/18/2026Man Group plc516,182$26.88M0.0%+13.1%0.666%
2/18/2026 Inspire Investing LLC66,293$3.45M0.3%+231.6%0.085%
2/18/2026Interval Partners LP81,207$4.23M0.1%-35.3%0.105%
2/18/2026 Evolve Private Wealth LLC7,725$402K0.0%N/A0.010%
2/18/2026Engineers Gate Manager LP94,937$4.94M0.1%+148.5%0.122%
2/17/2026Guggenheim Capital LLC6,599$344K0.0%N/A0.009%
2/17/2026AQR Capital Management LLC3,036,239$158.10M0.1%+1.7%3.915%
2/17/2026Cetera Investment Advisers19,388$1.01M0.0%+6.0%0.025%
2/17/2026Lazard Asset Management LLC75,031$3.91M0.0%-10.8%0.097%
2/17/2026BTG Pactual Asset Management US LLC5,490$286K0.0%N/A0.007%
2/17/2026Osaic Holdings Inc.39,025$2.03M0.0%+15.2%0.050%
2/17/2026California State Teachers Retirement System64,645$3.37M0.0%-4.4%0.083%
2/17/2026Russell Investments Group Ltd.84,978$4.43M0.0%+1.0%0.110%
2/17/2026Clark Capital Management Group Inc.148,248$7.72M0.0%+17.0%0.191%
2/17/2026State of Wisconsin Investment Board4,293$224K0.0%-40.8%0.006%
2/17/2026&PARTNERS18,292$954K0.0%+9.1%0.024%
2/17/2026ExodusPoint Capital Management LP78,719$4.10M0.0%-46.8%0.102%
2/17/2026Royal Bank of Canada73,793$3.84M0.0%-5.2%0.095%
2/17/2026Mangrove Partners IM LLC5,509$287K0.0%N/A0.007%
2/17/2026Graham Capital Management L.P.6,822$355K0.0%-84.6%0.009%
2/16/2026Squarepoint Ops LLC7,513$391K0.0%-83.3%0.010%
2/16/2026Vanguard Personalized Indexing Management LLC30,310$1.58M0.0%+5.3%0.039%
2/16/2026Verition Fund Management LLC6,400$333K0.0%-86.2%0.008%
2/16/2026Panagora Asset Management Inc.91,198$4.75M0.0%-0.3%0.118%
2/16/2026 Palisade Asset Management LLC21,160$1.10M0.1%-31.3%0.027%
2/16/2026FJ Capital Management LLC4,383$228K0.0%-10.2%0.006%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund151,600$7.89M0.0%+172.2%0.195%
2/16/2026Entropy Technologies LP6,692$348K0.0%+63.9%0.009%
2/16/2026Barclays PLC266,638$13.88M0.0%+24.9%0.344%
2/16/2026Arrowstreet Capital Limited Partnership848,595$44.19M0.0%+5.5%1.094%
2/13/2026 Kestra Advisory Services LLC457,449$23.82M0.1%N/A0.590%
2/13/2026Parkside Financial Bank & Trust848$44K0.0%+145.8%0.001%
2/13/2026Marshall Wace LLP20,930$1.09M0.0%+20.4%0.027%
2/13/2026The Manufacturers Life Insurance Company 53,802$2.80M0.0%-2.3%0.069%
2/13/2026CANADA LIFE ASSURANCE Co52,225$2.72M0.0%+17.1%0.067%
2/13/2026Bridgewater Associates LP286,568$14.92M0.1%+2.7%0.370%
2/13/2026Advyzon Investment Management LLC4,594$239K0.0%+6.0%0.006%
2/13/2026Schroder Investment Management Group148,902$7.90M0.0%-38.3%0.192%
2/13/2026Jacobs Levy Equity Management Inc.209,330$10.90M0.0%+3.3%0.270%
2/13/2026First Trust Advisors LP583,788$30.40M0.0%+7.0%0.753%
2/13/2026Charles Schwab Investment Management Inc.3,032,060$157.88M0.0%+0.4%3.910%


FHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FHI shares?

During the previous two years, 391 institutional investors and hedge funds held shares of Federated Hermes. The most heavily invested institutionals were Vanguard Group Inc. ($429.35M), FMR LLC ($243.37M), AQR Capital Management LLC ($158.10M), Charles Schwab Investment Management Inc. ($157.88M), LSV Asset Management ($150.50M), Fuller & Thaler Asset Management Inc. ($145.07M), and Invesco Ltd. ($143.26M).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 336 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: LSV Asset Management ($2.67M), Schneider Downs Wealth Management Advisors LP ($2.61M), Charles Schwab Investment Management Inc. ($2.60M), AQR Capital Management LLC ($1.82M), Victory Capital Management Inc. ($1.49M), Invesco Ltd. ($807.89K), and Qube Research & Technologies Ltd ($658.72K).

How much institutional buying is happening at Federated Hermes?

Institutional investors have bought a total of 20,469,390 shares in the last 24 months. This purchase volume represents approximately $979.70M in transactions.

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

Of the 179 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: Millennium Management LLC ($914.59K), Acadian Asset Management LLC ($552.78K), Commonwealth Equity Services LLC ($509.13K), UBS Group AG ($440.58K), Alliancebernstein L.P. ($347.25K), Invesco Ltd. ($287.07K), and Vanguard Group Inc. ($261.86K).

How much institutional selling is happening at Federated Hermes?

Institutional investors have sold a total of 8,203,327 shares in the last 24 months. This volume of shares sold represents approximately $403.67M in transactions.



This page (NYSE:FHI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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