Free Trial
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free FHI Stock Alerts

Federated Hermes (FHI) Institutional Ownership

Federated Hermes logo
$56.46 +1.55 (+2.81%)
Closing price 03:59 PM Eastern
Extended Trading
$56.04 -0.42 (-0.74%)
As of 04:10 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 Massive. Learn more.
Compare

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)
$601.87M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$317.87M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FHI Institutional Buying and Selling by Quarter

Federated Hermes Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2026State of Alaska Department of Revenue9,616$541K0.0%-9.1%0.013%
10/14/2026ABLE Financial Group LLC44,865$2.53M0.4%+2.5%0.060%
10/8/2026Farther Finance Advisors LLC11,821$666K0.0%+8.7%0.016%
10/8/2026Vista Investment Partners LLC81,222$4.58M1.2%-5.0%0.109%
10/6/2026Congress Asset Management Co.102,693$5.79M0.0%+21.2%0.138%
9/29/2026Cim Investment Management Inc.14,234$786K0.2%+7.4%0.019%
9/23/2026QRG Capital Management Inc.49,107$2.71M0.0%+15.1%0.066%
9/9/2026Sequoia Financial Advisors LLC38,627$2.13M0.0%+1.1%0.052%
9/9/2026Tidal Investments LLC13,947$770K0.0%-16.1%0.019%
9/9/2026Archford Capital Strategies LLC9,036$499K0.1%-72.7%0.012%
9/9/2026NorthRock Partners LLC4,800$265K0.0%N/A0.006%
9/9/2026Integrated Wealth Concepts LLC1,531$85K0.0%N/A0.002%
9/8/2026Arizona State Retirement System19,878$1.10M0.0%-1.8%0.027%
9/8/2026Murphy Pohlad Asset Management LLC66,721$3.68M1.2%-1.1%0.089%
9/8/2026Nykredit A S4,435$245K0.0%N/A0.006%
8/27/2026Corient Private Wealth LP50,256$2.78M0.0%-51.0%0.067%
8/27/2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co25,839$1.43M0.5%N/A0.035%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al51,300$2.83M0.0%N/A0.069%
8/22/2026Compass Financial Management LLC3,543$196K0.0%N/A0.005%
8/22/2026AlphaGrep UK Ltd6,572$363K0.1%N/A0.009%
8/22/2026Concurrent Investment Advisors LLC28,645$1.58M0.0%-2.9%0.038%
8/21/2026Andina Capital Management LLC3,942$218K0.4%-60.7%0.005%
8/21/2026Nykredit A S4,435$245K0.0%N/A0.006%
8/20/2026BTG Pactual Asset Management US LLC9,844$544K0.0%+78.2%0.013%
8/13/2026Globeflex Capital L P5,960$329K0.0%N/A0.008%
8/11/2026Advisors Preferred LLC6,420$363K0.1%N/A0.009%
7/10/2026Wedge Capital Management L L P NC24,207$1.34M0.0%+8.6%0.032%
7/10/2026Handelsbanken Fonder AB29,053$1.60M0.0%-2.7%0.038%
7/9/2026Vista Investment Partners LLC85,511$4.72M1.2%-2.5%0.113%
7/7/2026Bill Few Associates Inc.7,783$430K0.1%+14.7%0.010%
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 Company52,689$2.99M0.0%-2.1%0.069%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%
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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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%


FHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 390 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 326 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: 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), Qube Research & Technologies Ltd ($658.72K), and Allianz Asset Management GmbH ($593.69K).

Institutional investors have bought a total of 11,506,153 shares in the last 24 months. This purchase volume represents approximately $601.87M in transactions.

Of the 146 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 6,040,151 shares in the last 24 months. This volume of shares sold represents approximately $317.87M in transactions.


Related Companies

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 10/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel