Federated Hermes, Inc. (FHI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

78,835,356Shares Outstanding

526,476Shares held by institutions

$28,893,003Value of institutional holdings

82.52%Institutional ownership %

2.32%Shares Changed QoQ

356No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Federated Hermes, Inc. (NYSE:FHI) is held by 356 institutional firms.

The collective stake of institutional investors in Federated Hermes moved to 82.5% in December 2025, a shift down from the 86.5% reported for September 2025.
Quarterly data indicates a 2.32% shift in institutional share volume, and the annual owner count reflects an increase of 9.20%.
Among the 356 institutional holders of Federated Hermes, 174 added to their stakes while 120 trimmed their positions and 62 held steady.
The total number of shares held by institutions in Federated Hermes increased to 65.06Mn as of December 2025, a net change of up by 1.47Mn shares quarter on quarter, and up 479.90K shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Federated Hermes as of December 31, 2025, with a position of 8.25Mn shares, representing 10.46% of the company's outstanding stock.
Among the most significant buyers of Federated Hermes during December 2025 were VICTORY CAPITAL MANAGEMENT INC (615.13K), LSV ASSET MANAGEMENT (489.27K), Kestra Advisory Services, LLC (457.45K), Woodline Partners LP (305.42K), BNP Paribas Asset Management Holding S.A. (155.84K).
Leading sellers of Federated Hermes stock in December 2025 included COMMONWEALTH EQUITY SERVICES, LLC (413.25K), MILLENNIUM MANAGEMENT LLC (353.84K), VANGUARD GROUP INC (229.51K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (159.37K), Bank of New York Mellon Corp (131.37K).
The top 10 institutional holders of Federated Hermes for the quarter ending December 2025 included VANGUARD GROUP INC (8.25Mn), BlackRock, Inc. (5.66Mn), FMR LLC (4.96Mn), AQR CAPITAL MANAGEMENT LLC (3.04Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3.03Mn), LSV ASSET MANAGEMENT (2.89Mn), FULLER & THALER ASSET MANAGEMENT, INC. (2.79Mn), Schneider Downs Wealth Management Advisors, LP (2.66Mn), DIMENSIONAL FUND ADVISORS LP (2.31Mn), STATE STREET CORP (1.80Mn).

356 Institutional Holders

526,476 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	8,245,538	-229,511	-2.71%	$429,345,164.00
BlackRock, Inc.	31 Dec, 2025	5,656,292	48,011	0.86%	$294,523,125.00
FMR LLC	31 Dec, 2025	4,957,133	12,109	0.24%	$258,117,925.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	3,036,239	50,067	1.68%	$158,096,982.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	3,032,060	12,348	0.41%	$157,879,364.00
LSV ASSET MANAGEMENT	31 Dec, 2025	2,890,276	489,275	20.38%	$150,497.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	2,786,066	-31,688	-1.12%	$145,070,468.00
Schneider Downs Wealth Management Advisors, LP	31 Dec, 2025	2,662,853	5,590	0.21%	$138,654,756.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,308,783	1,507	0.07%	$120,225,741.00
STATE STREET CORP	31 Dec, 2025	1,799,452	-50,245	-2.72%	$93,697,466.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,409,852	73,984	5.54%	$73,424,645.00
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	1,394,622	615,130	78.91%	$72,617,967.00
Allianz Asset Management GmbH	31 Dec, 2025	1,161,812	153,591	15.23%	$60,495,551.00
UBS Group AG	31 Dec, 2025	984,054	74,438	8.18%	$51,239,692.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	848,595	44,212	5.50%	$44,186,342.00
MORGAN STANLEY	31 Dec, 2025	825,452	-100,418	-10.85%	$42,981,335.00
Qube Research & Technologies Ltd	31 Dec, 2025	782,319	3,373	0.43%	$40,735,350.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	730,980	128,784	21.39%	$38,062,136.00
Bank of New York Mellon Corp	31 Dec, 2025	679,203	-131,370	-16.21%	$35,366,122.00
JUPITER ASSET MANAGEMENT LTD	31 Dec, 2025	589,140	61,772	11.71%	$30,676,520.00

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