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Federated Hermes (FHI) Institutional Ownership

Federated Hermes logo
$62.49 +0.33 (+0.53%)
As of 09/4/2026 03:58 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)
194
Total
Institutional Inflows
(last 12 months)
$847.13M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$319.17M
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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
8/27/2026 Corient Private Wealth LP50,256$2.78M0.0%-51.0%0.067%
8/27/2026 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co25,839$1.43M0.5%N/A0.035%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al51,300$2.83M0.0%N/A0.069%
8/24/2026 California State Teachers Retirement System4,520,641$249.63M0.0%+4,983.5%6.055%
8/22/2026 Compass Financial Management LLC3,543$196K0.0%N/A0.005%
8/22/2026 AlphaGrep UK Ltd6,572$363K0.1%N/A0.009%
8/22/2026 Concurrent Investment Advisors LLC28,645$1.58M0.0%-2.9%0.038%
8/21/2026 Andina Capital Management LLC3,942$218K0.4%-60.7%0.005%
8/21/2026 Nykredit A S4,435$245K0.0%N/A0.006%
8/20/2026 BTG Pactual Asset Management US LLC9,844$544K0.0%+78.2%0.013%
8/13/2026 Globeflex Capital L P5,960$329K0.0%N/A0.008%
8/11/2026 Advisors Preferred LLC6,420$363K0.1%N/A0.009%
7/10/2026 Wedge Capital Management L L P NC24,207$1.34M0.0%+8.6%0.032%
7/10/2026 Handelsbanken Fonder AB29,053$1.60M0.0%-2.7%0.038%
7/9/2026 Vista Investment Partners LLC85,511$4.72M1.2%-2.5%0.113%
7/7/2026 Bill Few Associates Inc.7,783$430K0.1%+14.7%0.010%
6/18/2026 Pacer Advisors Inc.10,882$617K0.0%+23.1%0.014%
6/3/2026 Parallel Advisors LLC15,090$856K0.0%+15.6%0.020%
5/19/2026Cim Investment Management Inc.13,251$751K0.2%+96.5%0.017%
5/19/2026 Bank of America Corp DE435,897$24.72M0.0%-22.8%0.574%
5/18/2026 Amundi4,096$232K0.0%N/A0.005%
5/18/2026 EverSource Wealth Advisors LLC3,012$171K0.0%+66.7%0.004%
5/18/2026 California State Teachers Retirement System88,927$5.04M0.0%+37.6%0.117%
5/18/2026 Royal Bank of Canada43,083$2.44M0.0%-41.6%0.057%
5/18/2026 Empowered Funds LLC86,338$4.90M0.0%+49.1%0.114%
5/16/2026 The Manufacturers Life Insurance Company52,689$2.99M0.0%-2.1%0.069%
5/16/2026 Quantinno Capital Management LP17,964$1.02M0.0%+20.2%0.024%
5/16/2026 Lazard Asset Management LLC81,087$4.60M0.0%+8.1%0.107%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund116,666$6.62M0.0%-23.0%0.154%
5/14/2026 Renaissance Technologies LLC296,100$16.79M0.0%-30.5%0.390%
5/14/2026 Gabelli Funds LLC84,664$4.80M0.0%-2.2%0.112%
5/14/2026 Gamco Investors INC. ET AL91,571$5.19M0.1%-10.8%0.121%
5/14/2026 Morningstar Investment Management LLC39,895$2.26M0.1%+82.6%0.053%
5/14/2026 Arrowstreet Capital Limited Partnership814,224$46.18M0.0%-4.1%1.073%
5/14/2026 Sei Investments Co.68,785$3.90M0.0%+13.1%0.091%
5/14/2026 State of Wyoming3,812$216K0.0%-42.8%0.005%
5/13/2026 Cetera Investment Advisers21,203$1.20M0.0%+9.4%0.028%
5/13/2026 First Trust Advisors LP616,598$34.97M0.0%+5.6%0.812%
5/8/2026 PNC Financial Services Group Inc.35,480$2.01M0.0%-0.7%0.047%
5/7/2026 Dimensional Fund Advisors LP2,248,200$127.49M0.0%-2.6%2.959%
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5/7/2026 Parallel Advisors LLC15,090$856K0.0%+15.6%0.020%
5/5/2026 Bank of New York Mellon Corp654,378$37.11M0.0%-3.7%0.861%
5/5/2026 Advisors Preferred LLC8,823$500K0.1%+75.0%0.012%
5/5/2026 Sanctuary 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%
4/28/2026DGS 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%
3/17/2026 Rockefeller Capital Management L.P.996$52K0.0%+24.2%0.001%
3/9/2026 Corient 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%
3/3/2026 Caitong International Asset Management Co. Ltd863$45K0.0%+220.8%0.001%
2/24/2026DGS Capital Management LLC64,207$3.34M0.6%+24.3%0.083%
2/24/2026 Pacer Advisors Inc.8,837$460K0.0%-49.3%0.011%
2/23/2026 Virtu Financial LLC4,067$212K0.0%N/A0.005%
2/19/2026 Invesco Ltd.2,751,323$143.26M0.0%-6.4%3.548%
2/19/2026 Corient Private Wealth LLC57,105$2.97M0.0%-30.3%0.074%
2/18/2026 Mercer Global Advisors Inc. ADV8,970$467K0.0%+18.0%0.012%
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2/18/2026 Vident Advisory LLC76,062$3.96M0.0%+1.9%0.098%
2/18/2026 State of Tennessee Department of Treasury42,683$2.27M0.0%+7.5%0.055%
2/18/2026 EP Wealth Advisors LLC6,292$328K0.0%N/A0.008%
2/18/2026 Fuller & Thaler Asset Management Inc.2,786,066$145.07M0.5%-1.1%3.593%
2/18/2026 Empowered Funds LLC57,907$3.02M0.0%+4.1%0.075%
2/18/2026 XTX Topco Ltd41,939$2.18M0.1%N/A0.054%
2/18/2026 Voloridge Investment Management LLC296,216$15.42M0.1%-6.9%0.382%
2/18/2026 SummitTX Capital L.P.9,085$473K0.0%N/A0.012%
2/18/2026 Susquehanna Fundamental Investments LLC18,357$956K0.0%N/A0.024%
2/18/2026 Millennium Management LLC58,003$3.02M0.0%-85.9%0.075%


FHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 388 institutional investors and hedge funds held shares of Federated Hermes. The most heavily invested institutionals were Vanguard Group Inc. ($429.35M), California State Teachers Retirement System ($249.63M), FMR LLC ($243.37M), AQR Capital Management LLC ($158.10M), Charles Schwab Investment Management Inc. ($157.88M), LSV Asset Management ($150.50M), and Fuller & Thaler Asset Management Inc. ($145.07M).Learn more on Federated Hermes' institutional investors.

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

Of the 325 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: California State Teachers Retirement System ($4.46M), Schneider Downs Wealth Management Advisors LP ($2.61M), Charles Schwab Investment Management Inc. ($2.60M), LSV Asset Management ($2.30M), Victory Capital Management Inc. ($1.49M), Invesco Ltd. ($807.89K), and Qube Research & Technologies Ltd ($658.72K).

Institutional investors have bought a total of 15,946,471 shares in the last 24 months. This purchase volume represents approximately $847.13M in transactions.

Of the 147 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 ($886.62K), Commonwealth Equity Services LLC ($485.65K), UBS Group AG ($440.58K), Vanguard Group Inc. ($261.86K), Renaissance Technologies LLC ($242.25K), Alliancebernstein L.P. ($205.16K), and Invesco Ltd. ($188.59K).

Institutional investors have sold a total of 6,067,459 shares in the last 24 months. This volume of shares sold represents approximately $319.17M in transactions.


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Institutional ownership data for NYSE:FHI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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