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Federated Hermes (FHI) Institutional Ownership

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$46.30 +0.40 (+0.87%)
Closing price 03:59 PM Eastern
Extended Trading
$46.31 +0.01 (+0.02%)
As of 04:04 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 Polygon.io. Learn more.
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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)
210
Total
Institutional Inflows
(last 12 months)
$524.51M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$337.11M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2025Exchange Traded Concepts LLC20,712$918K0.0%+1.9%0.026%
7/10/2025Marshall Financial Group LLC22,200$1.01M0.2%N/A0.028%
7/9/2025Radnor Capital Management LLC29,145$1.29M0.2%+4.9%0.037%
7/9/2025Financiere des Professionnels Fonds d investissement inc.3,301$146K0.0%N/A0.004%
7/8/2025 Gallacher Capital Management LLC6,025$267K0.1%+9.1%0.008%
7/8/2025 Parallel Advisors LLC10,564$468K0.0%+30.6%0.013%
5/29/2025Rhumbline Advisers136,162$5.55M0.0%-0.8%0.172%
5/27/2025Villanova Investment Management Co LLC9,369$382K1.1%-76.8%0.012%
5/21/2025Acadian Asset Management LLC236,853$9.65M0.0%-60.5%0.299%
5/19/2025Jane Street Group LLC31,082$1.27M0.0%-44.1%0.039%
5/19/2025Bayforest Capital Ltd13,252$540K0.2%N/A0.017%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC239,613$9.77M0.0%+11.6%0.303%
5/16/2025Empowered Funds LLC344,559$14.05M0.2%N/A0.436%
5/16/2025Dean Capital Management25,120$1.02M0.4%-64.1%0.032%
5/16/2025United Services Automobile Association5,395$220K0.0%N/A0.007%
5/16/2025Goldman Sachs Group Inc.884,513$36.06M0.0%-15.1%1.118%
5/16/2025Jones Financial Companies Lllp8,890$362K0.0%+236.0%0.011%
5/16/2025Millennium Management LLC497,404$20.28M0.0%-5.3%0.629%
5/16/2025Interval Partners LP409,975$16.72M0.4%+136.1%0.518%
5/16/2025Invenomic Capital Management LP286,885$11.70M0.6%N/A0.363%
5/16/2025Jacobs Levy Equity Management Inc.274,920$11.21M0.0%N/A0.348%
5/16/2025Alliancebernstein L.P.954,351$38.91M0.0%-2.6%1.206%
5/16/2025AQR Capital Management LLC2,480,683$100.64M0.1%-3.0%3.136%
5/15/2025EP Wealth Advisors LLC6,271$256K0.0%+20.9%0.008%
5/15/2025Royal Bank of Canada11,620$474K0.0%-23.7%0.015%
5/15/2025Baird Financial Group Inc.31,024$1.27M0.0%+5.5%0.039%
5/15/2025Panagora Asset Management Inc.90,635$3.70M0.0%+1.0%0.115%
5/15/2025Vident Advisory LLC27,514$1.12M0.0%+3.3%0.035%
5/15/2025State of Wyoming7,094$289K0.0%+34.3%0.009%
5/15/2025Trexquant Investment LP48,708$1.99M0.0%-78.3%0.062%
5/14/2025Ieq Capital LLC7,478$305K0.0%-12.8%0.009%
5/14/2025Gamco Investors INC. ET AL92,400$3.77M0.0%+0.3%0.117%
5/14/2025Keeley Teton Advisors LLC110,694$4.51M0.5%-2.8%0.140%
5/14/2025Caisse DE Depot ET Placement DU Quebec64,800$2.64M0.0%N/A0.082%
5/14/2025Corebridge Financial Inc.85,539$3.49M0.0%-2.4%0.108%
5/14/2025Virtus Advisers LLC1,758$72K0.1%N/A0.002%
5/14/2025Comerica Bank30,268$1.23M0.0%-2.4%0.038%
5/14/2025MetLife Investment Management LLC41,866$1.71M0.0%-1.6%0.053%
5/14/2025Hotchkis & Wiley Capital Management LLC343,763$14.02M0.0%-5.3%0.435%
5/14/2025Cadence Bank125,237$5.11M0.4%+1.8%0.158%
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5/14/2025Northwestern Mutual Wealth Management Co.1,551$63K0.0%+22.7%0.002%
5/14/2025Sprott Inc.567,135$23.12M1.3%+0.5%0.717%
5/14/2025CW Advisors LLC7,168$292K0.0%+3.8%0.009%
5/14/2025Capital Fund Management S.A.16,566$675K0.0%N/A0.021%
5/14/2025Hsbc Holdings PLC36,416$1.48M0.0%+104.5%0.046%
5/14/2025Fuller & Thaler Asset Management Inc.1,904,596$77.65M0.3%+0.9%2.408%
5/13/2025Northern Trust Corp551,969$22.50M0.0%-0.5%0.698%
5/13/2025Versor Investments LP35,900$1.46M0.2%N/A0.045%
5/13/2025Algert Global LLC331,831$13.53M0.3%-11.1%0.419%
5/13/2025Schneider Downs Wealth Management Advisors LP89,504$3.65M0.7%+12.6%0.113%
5/13/2025American Century Companies Inc.32,632$1.33M0.0%-66.6%0.041%
5/13/2025Brandywine Global Investment Management LLC160,199$6.53M0.0%-3.7%0.203%
5/13/2025Russell Investments Group Ltd.88,688$3.62M0.0%+11.4%0.112%
5/13/2025HighTower Advisors LLC439,253$17.91M0.0%+0.5%0.555%
5/12/2025Staley Capital Advisers Inc.17,054$695K0.0%-30.5%0.022%
5/12/2025Invesco Ltd.2,367,754$96.53M0.0%+6.2%2.993%
5/12/2025Swiss National Bank150,617$6.14M0.0%-2.4%0.190%
5/9/2025Mutual of America Capital Management LLC40,102$1.64M0.0%-2.6%0.051%
5/9/2025Deutsche Bank AG24,213$987K0.0%+38.5%0.031%
5/9/2025Boxwood Ventures Inc.11,613$473K0.7%-11.5%0.015%
5/9/2025Charles Schwab Investment Management Inc.3,199,554$130.45M0.0%+249.7%4.045%
5/9/2025Vanguard Group Inc.8,760,811$357.18M0.0%+3.1%11.075%
5/9/2025Annis Gardner Whiting Capital Advisors LLC6,500$265K0.1%N/A0.008%
5/9/2025New Age Alpha Advisors LLC4,388$179K0.0%-60.9%0.006%
5/9/2025Commonwealth Equity Services LLC507,770$20.70M0.0%-4.4%0.642%
5/9/2025PNC Financial Services Group Inc.36,458$1.49M0.0%-0.8%0.046%
5/9/2025LSV Asset Management1,107,089$45.14M0.1%+27.1%1.400%
5/8/2025Jefferies Financial Group Inc.53,600$2.19M0.0%N/A0.068%
5/8/2025Sound View Wealth Advisors Group LLC12,743$520K0.0%-30.1%0.016%
5/8/2025First National Trust Co10,789$440K0.0%-11.4%0.014%
5/8/2025Bayforest Capital Ltd13,252$540K0.3%N/A0.017%
5/8/2025Vestcor Inc151,970$6.20M0.2%-3.7%0.192%
5/8/2025XTX Topco Ltd5,837$238K0.0%N/A0.007%
5/7/2025Mackenzie Financial Corp5,249$214K0.0%N/A0.007%
5/7/2025Inlet Private Wealth LLC75,150$3.06M0.8%-4.5%0.095%
5/7/2025Capital City Trust Co. FL11,957$487K0.1%-18.9%0.015%
5/7/2025LPL Financial LLC91,474$3.73M0.0%+373.9%0.116%
5/6/2025Pacer Advisors Inc.11,900$485K0.0%+2.5%0.015%
5/6/2025Cetera Investment Advisers8,062$329K0.0%-31.6%0.010%
5/6/2025Royce & Associates LP395,895$16.14M0.2%+1.4%0.500%
5/6/2025Burney Co.119,658$4.88M0.2%N/A0.151%
5/6/2025Legato Capital Management LLC15,820$645K0.1%-64.1%0.020%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH187,633$7.65M0.0%+32.6%0.237%
5/5/2025Allianz Asset Management GmbH563,879$22.99M0.0%+36.0%0.713%
5/5/2025 Gallacher Capital Management LLC5,523$225K0.1%N/A0.007%
5/5/2025Lindbrook Capital LLC5,479$223K0.0%+136,875.0%0.007%
5/2/2025Cullen Frost Bankers Inc.5,531$225K0.0%+28.6%0.007%
5/2/2025Victory Capital Management Inc.38,176$1.56M0.0%-76.1%0.047%
5/2/2025Hohimer Wealth Management LLC6,795$277K0.1%+3.8%0.008%
5/2/2025Signaturefd LLC4,354$178K0.0%+11.2%0.005%
Google did what!?!? (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
5/1/2025CWM LLC3,521$144K0.0%+21.0%0.004%
5/1/2025Mutual of America Capital Management LLC40,102$1.64M0.0%-2.6%0.049%
5/1/2025Arizona State Retirement System22,292$909K0.0%-2.1%0.027%
5/1/2025Country Club Bank177,749$7.23M0.5%+0.2%0.219%
4/30/2025Cerity Partners LLC19,524$796K0.0%+31.3%0.024%
4/30/2025Alps Advisors Inc.137,354$5.60M0.0%+7.8%0.169%
4/30/2025Nisa Investment Advisors LLC16,713$681K0.0%+1.9%0.021%
4/30/2025Hourglass Capital LLC188,675$7.69M2.0%+2.3%0.232%
4/29/2025TD Private Client Wealth LLC3,334$136K0.0%+20.3%0.004%
4/29/2025Envestnet Asset Management Inc.22,057$899K0.0%+3.9%0.027%
(Data available from 1/1/2016 forward)

FHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FHI shares?

During the previous two years, 359 institutional investors and hedge funds held shares of Federated Hermes. The most heavily invested institutionals were Vanguard Group Inc. ($357.18M), FMR LLC ($243.37M), Charles Schwab Investment Management Inc. ($130.45M), AQR Capital Management LLC ($100.64M), Dimensional Fund Advisors LP ($96.61M), Invesco Ltd. ($96.53M), and Fuller & Thaler Asset Management Inc. ($77.65M).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 291 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: Charles Schwab Investment Management Inc. ($2.62M), AQR Capital Management LLC ($1.78M), Wellington Management Group LLP ($1.21M), Assenagon Asset Management S.A. ($1.14M), FMR LLC ($953.03K), LSV Asset Management ($881.94K), and Jupiter Asset Management Ltd. ($685.75K).

How much institutional buying is happening at Federated Hermes?

Institutional investors have bought a total of 13,483,757 shares in the last 24 months. This purchase volume represents approximately $524.51M in transactions.

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

Of the 128 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: MFA Wealth Advisors LLC ($1.60M), Assenagon Asset Management S.A. ($925.13K), Millennium Management LLC ($567.88K), Bank of New York Mellon Corp ($448.97K), Acadian Asset Management LLC ($363.52K), Bank of Montreal Can ($315.97K), and Interval Partners LP ($295.84K).

How much institutional selling is happening at Federated Hermes?

Institutional investors have sold a total of 8,450,121 shares in the last 24 months. This volume of shares sold represents approximately $337.11M in transactions.


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This page (NYSE:FHI) was last updated on 7/10/2025 by MarketBeat.com Staff
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