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Federated Hermes (FHI) Institutional Ownership

Federated Hermes logo
$55.90 +1.09 (+1.99%)
As of 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)
233
Total
Institutional Inflows
(last 12 months)
$797.87M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$381.90M
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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
5/19/2026 Cim 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 Company 52,689$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%
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%
4/28/2026 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%
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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%
2/24/2026 DGS 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%
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%
2/18/2026 Man Group plc516,182$26.88M0.0%+13.1%0.666%
2/18/2026 Inspire Investing LLC66,293$3.45M0.3%+231.6%0.085%
2/18/2026 Interval Partners LP81,207$4.23M0.1%-35.3%0.105%
2/18/2026 Evolve Private Wealth LLC7,725$402K0.0%N/A0.010%
2/18/2026 Engineers Gate Manager LP94,937$4.94M0.1%+148.5%0.122%
2/17/2026 Guggenheim Capital LLC6,599$344K0.0%N/A0.009%
2/17/2026 AQR Capital Management LLC3,036,239$158.10M0.1%+1.7%3.915%
2/17/2026 Cetera Investment Advisers19,388$1.01M0.0%+6.0%0.025%
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2/17/2026 Lazard Asset Management LLC75,031$3.91M0.0%-10.8%0.097%
2/17/2026 BTG Pactual Asset Management US LLC5,490$286K0.0%N/A0.007%
2/17/2026 Osaic Holdings Inc.39,025$2.03M0.0%+15.2%0.050%
2/17/2026 California State Teachers Retirement System64,645$3.37M0.0%-4.4%0.083%
2/17/2026 Russell Investments Group Ltd.84,978$4.43M0.0%+1.0%0.110%
2/17/2026 Clark Capital Management Group Inc.148,248$7.72M0.0%+17.0%0.191%
2/17/2026 State of Wisconsin Investment Board4,293$224K0.0%-40.8%0.006%
2/17/2026 &PARTNERS18,292$954K0.0%+9.1%0.024%
2/17/2026 ExodusPoint Capital Management LP78,719$4.10M0.0%-46.8%0.102%
2/17/2026 Royal Bank of Canada73,793$3.84M0.0%-5.2%0.095%


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 15,967,060 shares in the last 24 months. This purchase volume represents approximately $797.87M in transactions.

Of the 166 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 7,501,726 shares in the last 24 months. This volume of shares sold represents approximately $381.90M in transactions.


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This page (NYSE:FHI) was last updated on 5/26/2026 by MarketBeat.com Staff.
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