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Federated Hermes (FHI) Institutional Ownership

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$49.25 -0.32 (-0.65%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$49.24 -0.01 (-0.02%)
As of 08/1/2025 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 Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Federated Hermes (NYSE:FHI)

Current
Institutional Ownership
Percentage
75.94%
Number of
Institutional Buyers
(last 12 months)
214
Total
Institutional Inflows
(last 12 months)
$537.62M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$339.31M
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FHI Institutional Buying and Selling by Quarter

Federated Hermes Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Teacher Retirement System of Texas151,941$6.73M0.0%-5.9%0.192%
8/1/2025Y Intercept Hong Kong Ltd8,928$396K0.0%N/A0.011%
8/1/2025Convergence Investment Partners LLC39,127$1.73M0.4%N/A0.049%
8/1/2025Envestnet Asset Management Inc.28,304$1.25M0.0%+28.3%0.036%
7/31/2025 Nisa Investment Advisors LLC16,348$725K0.0%-2.2%0.021%
7/31/2025 Schneider Downs Wealth Management Advisors LP79,821$3.54M0.5%-10.8%0.101%
7/31/2025 State of New Jersey Common Pension Fund D44,254$1.96M0.0%-13.0%0.056%
7/31/2025 AlphaQuest LLC39,107$1.73M0.2%+9,346.1%0.049%
7/30/2025 Cullen Frost Bankers Inc.4,231$188K0.0%-23.5%0.005%
7/30/2025 DekaBank Deutsche Girozentrale3,693$162K0.0%N/A0.005%
7/29/2025 Mutual of America Capital Management LLC37,526$1.66M0.0%-6.4%0.047%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al57,300$2.54M0.0%N/A0.072%
7/29/2025 Hourglass Capital LLC140,075$6.21M1.5%-25.8%0.177%
7/28/2025 Allianz Asset Management GmbH840,996$37.27M0.0%+49.1%1.063%
7/28/2025 New York State Teachers Retirement System109,387$4.85M0.0%-0.5%0.138%
7/28/2025 Ritholtz Wealth Management56,209$2.49M0.1%+78.7%0.071%
7/28/2025 Bayforest Capital Ltd6,267$278K0.1%-52.7%0.008%
7/28/2025 TD Asset Management Inc10,800$479K0.0%N/A0.014%
7/25/2025 Atria Wealth Solutions Inc.4,634$205K0.0%N/A0.006%
7/25/2025 Sequoia Financial Advisors LLC16,877$748K0.0%N/A0.021%
7/25/2025 Yousif Capital Management LLC24,532$1.09M0.0%-4.7%0.031%
7/25/2025 RHS Financial LLC9,321$413K0.2%+4.8%0.012%
7/25/2025 Meritage Portfolio Management23,972$1.06M0.1%+4.4%0.030%
7/25/2025 CWM LLC4,650$206K0.0%+32.1%0.006%
7/25/2025 Vanguard Personalized Indexing Management LLC26,421$1.17M0.0%+22.1%0.033%
7/24/2025 Inspire Investing LLC20,202$895K0.1%N/A0.026%
7/24/2025 Blue Trust Inc.6,977$309K0.0%+31.3%0.009%
7/23/2025 KLP Kapitalforvaltning AS43,500$1.93M0.0%+2.8%0.055%
7/23/2025 Country Club Bank146,531$6.48M0.4%-17.6%0.185%
7/21/2025 Mirae Asset Global Investments Co. Ltd.68,662$3.04M0.0%+8.1%0.087%
7/18/2025 Robeco Institutional Asset Management B.V.75,050$3.33M0.0%+16.1%0.095%
7/18/2025 Truist Financial Corp46,640$2.07M0.0%-2.3%0.059%
7/17/2025 Taylor Frigon Capital Management LLC42,657$1.89M1.0%-3.0%0.054%
7/16/2025 Paragon Capital Management Ltd4,930$218K0.0%N/A0.006%
7/16/2025 Kendall Capital Management69,100$3.06M0.8%-1.1%0.087%
7/16/2025 State of Alaska Department of Revenue8,476$375K0.0%-7.2%0.011%
7/16/2025 Novem Group20,480$908K0.1%N/A0.026%
7/16/2025 Congress Asset Management Co.69,616$3.09M0.0%+35.8%0.088%
7/15/2025 TD Private Client Wealth LLC5,064$224K0.0%+51.9%0.006%
7/15/2025 Alpha Omega Wealth Management LLC109,854$4.87M0.9%-0.8%0.139%
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7/14/2025 MFA Wealth Advisors LLC25,950$1.15M0.3%+10.2%0.033%
7/14/2025 AdvisorNet Financial Inc1,004$44K0.0%N/A0.001%
7/14/2025 GAMMA Investing LLC2,283$101K0.0%+21.3%0.003%
7/14/2025 ABLE Financial Group LLC42,848$1.90M0.5%+7.5%0.054%
7/14/2025 Foundation Resource Management Inc.398,513$17.66M2.7%-0.8%0.504%
7/11/2025 Financiere des Professionnels Fonds d investissement inc.3,301$146K0.0%N/A0.004%
7/11/2025 Diversified Trust Co9,036$400K0.0%+2.6%0.011%
7/11/2025 Assenagon Asset Management S.A.90,668$4.02M0.0%-58.2%0.115%
7/10/2025 Three Seasons Wealth LLC10,187$451K0.1%N/A0.013%
7/10/2025 Exchange Traded Concepts LLC20,712$918K0.0%+1.9%0.026%
7/10/2025 Marshall Financial Group LLC22,200$1.01M0.2%N/A0.028%
7/9/2025 Radnor Capital Management LLC29,145$1.29M0.2%+4.9%0.037%
7/9/2025 Financiere 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%
5/19/2025 Bayforest 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%
5/14/2025Northwestern Mutual Wealth Management Co.1,551$63K0.0%+22.7%0.002%
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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%
5/13/2025 Schneider 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%
(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, 356 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 13,674,368 shares in the last 24 months. This purchase volume represents approximately $537.62M in transactions.

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

Of the 130 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. ($1.05M), Millennium Management LLC ($567.88K), Acadian Asset Management LLC ($363.52K), Bank of Montreal Can ($315.97K), Interval Partners LP ($295.84K), and Bank of New York Mellon Corp ($271.27K).

How much institutional selling is happening at Federated Hermes?

Institutional investors have sold a total of 8,429,224 shares in the last 24 months. This volume of shares sold represents approximately $339.31M in transactions.



This page (NYSE:FHI) was last updated on 8/3/2025 by MarketBeat.com Staff
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