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Federated Hermes (FHI) Institutional Ownership

Federated Hermes logo
$57.68 +1.08 (+1.90%)
As of 01:42 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)
233
Total
Institutional Inflows
(last 12 months)
$798.10M
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$380.58M
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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
6/18/2026Pacer Advisors Inc.10,882$617K0.0%+23.1%0.014%
6/3/2026Parallel Advisors LLC15,090$856K0.0%+15.6%0.020%
5/19/2026Cim Investment Management Inc.13,251$751K0.2%+96.5%0.017%
5/19/2026Bank of America Corp DE435,897$24.72M0.0%-22.8%0.574%
5/18/2026Amundi4,096$232K0.0%N/A0.005%
5/18/2026EverSource Wealth Advisors LLC3,012$171K0.0%+66.7%0.004%
5/18/2026California State Teachers Retirement System88,927$5.04M0.0%+37.6%0.117%
5/18/2026Royal Bank of Canada43,083$2.44M0.0%-41.6%0.057%
5/18/2026Empowered Funds LLC86,338$4.90M0.0%+49.1%0.114%
5/16/2026The Manufacturers Life Insurance Company 52,689$2.99M0.0%-2.1%0.069%
5/16/2026Quantinno Capital Management LP17,964$1.02M0.0%+20.2%0.024%
5/16/2026Lazard Asset Management LLC81,087$4.60M0.0%+8.1%0.107%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund116,666$6.62M0.0%-23.0%0.154%
5/14/2026Renaissance Technologies LLC296,100$16.79M0.0%-30.5%0.390%
5/14/2026Gabelli Funds LLC84,664$4.80M0.0%-2.2%0.112%
5/14/2026Gamco Investors INC. ET AL91,571$5.19M0.1%-10.8%0.121%
5/14/2026Morningstar Investment Management LLC39,895$2.26M0.1%+82.6%0.053%
5/14/2026Arrowstreet Capital Limited Partnership814,224$46.18M0.0%-4.1%1.073%
5/14/2026Sei Investments Co.68,785$3.90M0.0%+13.1%0.091%
5/14/2026State of Wyoming3,812$216K0.0%-42.8%0.005%
5/13/2026Cetera Investment Advisers21,203$1.20M0.0%+9.4%0.028%
5/13/2026First Trust Advisors LP616,598$34.97M0.0%+5.6%0.812%
5/8/2026PNC Financial Services Group Inc.35,480$2.01M0.0%-0.7%0.047%
5/7/2026Dimensional Fund Advisors LP2,248,200$127.49M0.0%-2.6%2.959%
5/7/2026Parallel Advisors LLC15,090$856K0.0%+15.6%0.020%
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%
5/4/2026State of Michigan Retirement System17,776$1.01M0.0%+1.7%0.023%
5/4/2026Principal Financial Group Inc.162,941$9.24M0.0%+3.9%0.214%
5/4/2026Teachers Retirement System of The State of Kentucky23,419$1.33M0.0%-17.6%0.031%
5/1/2026Fifth Third Bancorp25,327$1.44M0.0%+4,178.2%0.033%
5/1/2026Sequoia Financial Advisors LLC38,189$2.17M0.0%+9.1%0.050%
4/30/2026Hsbc Holdings PLC35,245$2.01M0.0%+51.1%0.046%
4/30/2026Kestra Advisory Services LLC485,727$27.55M0.1%+6.2%0.639%
4/30/2026Oregon Public Employees Retirement Fund15,172$860K0.0%+2.7%0.020%
4/30/2026Taylor Frigon Capital Management LLC37,541$2.13M1.2%-5.8%0.049%
4/29/2026Burney Co.126,714$7.19M0.2%-42.1%0.167%
4/28/2026Kathmere Capital Management LLC3,573$203K0.0%N/A0.005%
4/28/2026Whittier Trust Co. of Nevada Inc.9,000$518K0.0%N/A0.012%
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4/28/2026DGS Capital Management LLC72,314$4.10M0.7%+12.6%0.095%
4/28/2026QRG Capital Management Inc.42,683$2.42M0.0%N/A0.056%
4/27/2026Moran Wealth Management LLC3,873$220K0.0%N/A0.005%
4/27/2026New York State Teachers Retirement System88,045$4.99M0.0%-8.6%0.116%
4/27/2026Y Intercept Hong Kong Ltd12,489$708K0.0%N/A0.016%
4/25/2026Keybank National Association OH7,010$398K0.0%-6.7%0.009%
4/24/2026Root Financial Partners LLC571$32K0.0%+71.0%0.001%
4/23/2026Inspire Investing LLC49,764$2.82M0.2%-24.9%0.066%
4/23/2026Simmons Bank3,790$215K0.0%N/A0.005%
4/22/2026Janney Montgomery Scott LLC337,326$19.13M0.0%+34.6%0.444%
4/22/2026Pictet Asset Management Holding SA12,059$684K0.0%+8.6%0.016%
4/21/2026Louisiana State Employees Retirement System21,400$1.21M0.0%N/A0.028%
4/20/2026Kestra Private Wealth Services LLC9,820$557K0.0%-4.1%0.013%
4/20/2026Ritholtz Wealth Management103,840$5.89M0.1%+21.9%0.137%
4/20/2026MBM Wealth Consultants LLC10,623$602K0.1%+5.9%0.014%
4/20/2026RFG Advisory LLC17,268$979K0.0%N/A0.023%
4/20/2026Assenagon Asset Management S.A.22,661$1.29M0.0%-80.5%0.030%
4/17/2026Andina Capital Management LLC10,040$569K0.5%N/A0.013%
4/17/2026AdvisorNet Financial Inc1,563$89K0.0%+38.4%0.002%
4/16/2026SG Americas Securities LLC73,964$4.19M0.0%+27.6%0.097%
4/16/2026BI Asset Management Fondsmaeglerselskab A S144,671$8.20M0.1%+255.9%0.190%
4/16/2026Diversified Trust Co11,144$632K0.0%+18.1%0.015%
4/16/2026Baron Wealth Management LLC4,399$249K0.1%N/A0.006%
3/20/2026Hsbc 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%
3/6/2026Hsbc Holdings PLC23,325$1.22M0.0%-26.6%0.030%
3/3/2026Caitong International Asset Management Co. Ltd863$45K0.0%+220.8%0.001%
2/24/2026DGS 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%
2/18/2026Inspire Investing LLC66,293$3.45M0.3%+231.6%0.085%
2/18/2026Interval Partners LP81,207$4.23M0.1%-35.3%0.105%
2/18/2026Evolve 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%
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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%


FHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 385 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.

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

Of the 332 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).

Institutional investors have bought a total of 15,971,138 shares in the last 24 months. This purchase volume represents approximately $798.10M in transactions.

Of the 165 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), Alliancebernstein L.P. ($322.23K), Invesco Ltd. ($287.07K), Vanguard Group Inc. ($261.86K), and Renaissance Technologies LLC ($242.25K).

Institutional investors have sold a total of 7,469,562 shares in the last 24 months. This volume of shares sold represents approximately $380.58M in transactions.


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This page (NYSE:FHI) was last updated on 7/6/2026 by MarketBeat.com Staff.
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