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Federated Hermes (FHI) Institutional Ownership

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$38.14 -0.11 (-0.29%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
129
Total
Institutional Inflows
(last 12 months)
$268.15M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$254.66M
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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
1/17/2025 Inspire Investing LLC20,158$829K0.1%N/A0.025%
1/17/2025 Janney Montgomery Scott LLC46,619$1.92M0.0%-2.3%0.057%
1/17/2025 MBM Wealth Consultants LLC7,479$306K0.1%+6.8%0.009%
1/15/2025 Wedge Capital Management L L P NC23,598$970K0.0%-11.8%0.029%
1/14/2025 Radnor Capital Management LLC42,840$1.76M0.3%-7.1%0.052%
1/14/2025 Foundation Resource Management Inc.415,577$17.08M2.9%-0.6%0.508%
1/14/2025 Assenagon Asset Management S.A.665,305$27.35M0.0%-23.7%0.813%
1/14/2025 Fortis Advisors LLC17,675$727K0.5%N/A0.022%
1/13/2025 City State Bank1,361$56K0.0%-16.7%0.002%
1/6/2025 CWA Asset Management Group LLC35,024$1.44M0.1%-2.2%0.043%
1/3/2025 GAMMA Investing LLC1,707$70K0.0%+60.9%0.002%
12/26/2024JPMorgan Chase & Co.251,822$9.26M0.0%-8.7%0.308%
12/19/2024Principal Financial Group Inc.177,174$6.52M0.0%-32.2%0.217%
12/10/2024DGS Capital Management LLC20,715$762K0.2%+4.7%0.025%
12/6/2024Retirement Systems of Alabama95,612$3.52M0.0%-3.5%0.117%
11/25/2024Wilmington Savings Fund Society FSB3,065$113K0.0%N/A0.004%
11/25/2024Sanctuary Advisors LLC12,911$475K0.0%N/A0.016%
11/20/2024Passumpsic Savings Bank5,597$206K0.1%N/A0.007%
11/19/2024Hohimer Wealth Management LLC6,212$228K0.0%N/A0.008%
11/18/2024TD Private Client Wealth LLC2,772$102K0.0%-10.7%0.003%
11/18/2024Neo Ivy Capital Management1,628$60K0.0%N/A0.002%
11/16/2024Geode Capital Management LLC1,250,182$45.98M0.0%+8.0%1.528%
11/15/2024Vestcor Inc149,625$5.50M0.2%+7.1%0.183%
11/15/2024Barclays PLC215,650$7.93M0.0%+228.6%0.264%
11/15/2024Y Intercept Hong Kong Ltd24,876$915K0.1%-33.7%0.030%
11/15/2024Dean Investment Associates LLC61,028$2.24M0.3%-52.8%0.075%
11/15/2024XTX Topco Ltd9,582$352K0.0%-5.8%0.012%
11/15/2024Jane Street Group LLC125,570$4.62M0.0%-29.4%0.153%
11/15/2024Weiss Asset Management LP11,804$434K0.0%N/A0.014%
11/15/2024Two Sigma Advisers LP787,400$28.95M0.1%+13.1%0.962%
11/15/2024State Street Corp1,874,827$68.94M0.0%-0.4%2.292%
11/15/2024Quadrature Capital Ltd5,964$219K0.0%N/A0.007%
11/15/2024Prana Capital Management LP21,237$781K0.0%N/A0.026%
11/15/2024Janus Henderson Group PLC59,500$2.19M0.0%-4.8%0.073%
11/15/2024Hotchkis & Wiley Capital Management LLC355,055$13.06M0.0%-3.6%0.434%
11/15/2024HighTower Advisors LLC450,525$16.57M0.0%-2.1%0.551%
11/15/2024Centiva Capital LP10,617$390K0.0%+35.2%0.013%
11/14/2024Boxwood Ventures Inc.13,124$483K0.7%-72.2%0.016%
11/14/2024Verition Fund Management LLC17,160$631K0.0%N/A0.021%
11/14/2024Walleye Capital LLC6,608$243K0.0%N/A0.008%
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11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC189,689$6.98M0.0%-10.7%0.232%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank16,638$612K0.0%+2.1%0.020%
11/14/2024FORA Capital LLC6,846$252K0.0%N/A0.008%
11/14/2024MetLife Investment Management LLC39,301$1.45M0.0%-3.7%0.048%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund35,000$1.29M0.0%N/A0.043%
11/13/2024Bridgewater Associates LP74,193$2.73M0.0%-11.1%0.091%
11/13/2024Cadence Bank122,328$4.50M0.3%+2.1%0.150%
11/13/2024BNP Paribas Financial Markets69,989$2.57M0.0%-2.1%0.086%
11/13/2024Quantbot Technologies LP31,055$1.14M0.0%-12.8%0.038%
11/13/2024FMR LLC5,666,335$208.35M0.0%+2.5%6.926%
11/13/2024The Manufacturers Life Insurance Company63,525$2.34M0.0%-5.6%0.078%
11/13/2024Bank of Montreal Can324,605$12.01M0.0%+14.7%0.397%
11/13/2024Horizon Kinetics Asset Management LLC26,532$976K0.0%-6.0%0.032%
11/12/2024Algert Global LLC353,242$12.99M0.3%+1.0%0.432%
11/12/2024Charles Schwab Investment Management Inc.769,167$28.28M0.0%+24.8%0.940%
11/8/2024Moran Wealth Management LLC70,557$2.59M0.1%+3.5%0.086%
11/8/2024Ontario Teachers Pension Plan Board37,144$1.37M0.0%+13.6%0.045%
11/8/2024Factorial Partners LLC160,239$5.89M3.4%+11.5%0.196%
11/8/2024PNC Financial Services Group Inc.36,811$1.35M0.0%-2.5%0.045%
11/7/2024Capital City Trust Co. FL15,516$571K0.1%-9.0%0.019%
11/7/2024Quest Partners LLC53,497$1.97M0.2%-37.1%0.065%
11/7/2024Swiss National Bank156,217$5.74M0.0%-0.7%0.191%
11/7/2024Thrivent Financial for Lutherans255,473$9.39M0.0%-0.4%0.312%
11/6/2024Mutual of America Capital Management LLC42,541$1.56M0.0%-7.4%0.052%
11/6/2024Schneider Downs Wealth Management Advisors LP90,914$3.34M0.7%+31.4%0.111%
11/6/2024Cornercap Investment Counsel Inc.16,008$589K0.2%-51.2%0.020%
11/6/2024Hourglass Capital LLC194,300$7.14M2.0%-0.2%0.238%
11/5/2024Victory Capital Management Inc.159,561$5.87M0.0%+387.6%0.195%
11/5/2024GSA Capital Partners LLP10,292$378K0.0%-80.4%0.013%
11/5/2024Entropy Technologies LP5,832$214K0.0%N/A0.007%
11/4/2024State of New Jersey Common Pension Fund D58,530$2.15M0.0%+1.7%0.072%
11/4/2024Meritage Portfolio Management10,180$374K0.0%+9.3%0.012%
11/1/2024 CWA Asset Management Group LLC35,828$1.32M0.1%N/A0.043%
11/1/2024ABLE Financial Group LLC31,144$1.15M0.4%+23.9%0.038%
10/31/2024Principal Financial Group Inc.177,174$6.52M0.0%-32.2%0.214%
10/31/2024Olympiad Research LP10,749$395K0.3%-40.4%0.013%
10/30/2024 Radnor Capital Management LLC46,090$1.70M0.3%N/A0.056%
10/30/2024Amalgamated Bank32,301$1.19M0.0%-10.9%0.039%
10/29/2024 Janney Montgomery Scott LLC47,719$1.76M0.0%-1.5%0.058%
10/29/2024James Investment Research Inc.7,896$290K0.0%+9.7%0.010%
10/28/2024Lowe Brockenbrough & Co. Inc.11,466$422K0.0%-7.4%0.014%
10/28/2024Murphy Pohlad Asset Management LLC85,546$3.15M1.3%-2.1%0.104%
10/28/2024Congress Asset Management Co.49,277$1.81M0.0%-0.9%0.060%
10/25/2024New York State Teachers Retirement System126,742$4.66M0.0%-5.5%0.151%
10/24/2024State of Alaska Department of Revenue9,146$336K0.0%+3.1%0.011%
10/23/2024Louisiana State Employees Retirement System21,800$802K0.0%-4.0%0.026%
10/23/2024Country Club Bank205,313$7.60M0.5%-1.9%0.244%
10/23/2024 Assenagon Asset Management S.A.872,190$32.07M0.1%-23.6%1.036%
10/23/2024Taylor Frigon Capital Management LLC45,171$1.66M0.8%-2.5%0.054%
10/22/2024 International Assets Investment Management LLC21,768$8M0.0%N/A0.026%
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10/22/2024Waldron Private Wealth LLC7,109$261K0.0%N/A0.008%
10/22/2024Signaturefd LLC3,724$137K0.0%-6.7%0.004%
10/21/2024Ledyard National Bank5,722$210K0.0%-92.9%0.007%
10/18/2024Blue Trust Inc.9,425$347K0.0%+80.1%0.011%
10/16/2024Inlet Private Wealth LLC123,950$4.56M1.2%-21.1%0.147%
10/11/2024Creative Planning17,898$658K0.0%-22.9%0.022%
10/11/2024 Wedge Capital Management L L P NC26,766$984K0.0%-6.0%0.032%
10/10/2024 Gilman Hill Asset Management LLC5,494$202K0.0%N/A0.007%
10/10/2024Exchange Traded Concepts LLC21,680$797K0.0%+19.0%0.026%
10/10/2024 Foundation Resource Management Inc.418,252$15.38M2.4%-0.2%0.497%
(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, 307 institutional investors and hedge funds held shares of Federated Hermes. The most heavily invested institutionals were Vanguard Group Inc. ($309.83M), FMR LLC ($208.35M), Invesco Ltd. ($98.90M), AQR Capital Management LLC ($87.87M), Dimensional Fund Advisors LP ($78.53M), Great West Life Assurance Co. Can ($70.13M), and State Street Corp ($68.94M).Learn more on FHI's 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 240 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: AQR Capital Management LLC ($1.78M), Schneider Downs Wealth Management Advisors LP ($1.32M), Wellington Management Group LLP ($1.21M), Assenagon Asset Management S.A. ($1.14M), FMR LLC ($866.44K), Jupiter Asset Management Ltd. ($685.75K), and Panagora Asset Management Inc. ($403.49K).

How much institutional buying is happening at Federated Hermes?

Institutional investors have bought a total of 17,294,245 shares in the last 24 months. This purchase volume represents approximately $608.44M in transactions.

Which Federated Hermes major shareholders have been selling company stock?

Of the 172 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: Schneider Downs Wealth Management Advisors LP ($4.46M), Victory Capital Management Inc. ($2.27M), Burgundy Asset Management Ltd. ($1.68M), CANADA LIFE ASSURANCE Co ($1.62M), Bank of New York Mellon Corp ($793.15K), Assenagon Asset Management S.A. ($476.89K), and Jupiter Asset Management Ltd. ($443.91K).

How much institutional selling is happening at Federated Hermes?

Institutional investors have sold a total of 17,675,186 shares in the last 24 months. This volume of shares sold represents approximately $632.97M in transactions.



This page (NYSE:FHI) was last updated on 1/21/2025 by MarketBeat.com Staff
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