Federated Hermes FHI Institutional Ownership

NYSE FHI

$55.91 -0.46 (-0.82%)

As of: Oct 1, 2026 · 12:14 PM EDT

Institutions by Trading Activity

393 Institutions

Increased 174 44.3%

Unchanged 78 19.8%

Reduced 141 35.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.29%

▲+6.00 pp QoQ

Shares Held by Institutions

69.13Mn

of 74.91Mn outstanding

▲+7.36% QoQ

Shares Outstanding

74.91Mn

5.78Mn held outside 13F filers

Institutional Investors

393

filed 13F for Jun 2026

▼-6 vs prior quarter

Net Shares Added (QoQ)

+4.74Mn

accumulated since last quarter

Value of Holdings

$3.89Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Federated Hermes, Inc. (NYSE:FHI) is held by 392 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 92.3% of outstanding shares in June 2026, up from 86.3% in March 2026.
They increased total shares held in FHI by 7.36% quarter over quarter, and investors in Federated Hermes increased 8.29% from a year ago.
Of these 392 funds, 173 grew their exposure to Federated Hermes, 141 cut back, and 78 maintained positions.
Altogether, these fund groups held 69.12Mn shares in FHI by June 2026, up by 4.74Mn shares quarter on quarter, and up 4.95Mn shares year over year.
BlackRock, Inc. is the top holder of Federated Hermes as of June 30, 2026, with 6.04Mn shares representing 8.07% of outstanding stock.
Top purchasers of FHI stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (2.65Mn), CITADEL ADVISORS LLC (950.94K), Schneider Downs Wealth Management Advisors, LP (823.7K), FIRST TRUST ADVISORS LP (581.75K), Goldman Sachs Group Inc (366.04K).
The largest sales of FHI for the quarter ending June 2026 came from Man Group plc (421.82K), TWO SIGMA INVESTMENTS, LP (347.69K), Janney Montgomery Scott LLC (255.13K), VANGUARD PORTFOLIO MANAGEMENT LLC (206.71K), Qube Research & Technologies Ltd (178.69K).
Per Business Quant, the top 10 investors in FHI for the quarter ending June 2026 include BlackRock, Inc. (6.04Mn), FMR LLC (4.66Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.4Mn), Schneider Downs Wealth Management Advisors, LP (3.55Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.19Mn), LSV ASSET MANAGEMENT (2.87Mn), FULLER & THALER ASSET MANAGEMENT, INC. (2.67Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.65Mn), Sixth Street Partners Management Company, L.P. (2.65Mn), Invesco Ltd. (2.52Mn).

Form 13F Holdings

393 Institutional Holders

Report period 30 Jun, 2026

Total shares held 69.13Mn

Of outstanding 92.29%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	6,043,914	8.07%	▲119,758	+2.02%	$333.74Mn
2	FMR LLC	0000315066	4,663,900	6.23%	▲78,435	+1.71%	$257.54Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,397,255	5.87%	▼206,710	-4.49%	$242.82Mn
4	Schneider Downs Wealth Management Advisors, LP	0001665359	3,551,578	4.74%	▲823,700	+30.20%	$196.12Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,194,537	4.26%	▼35,904	-1.11%	$176.40Mn
6	LSV ASSET MANAGEMENT	0001050470	2,867,028	3.83%	▼15,201	-0.53%	$158.32K
7	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	2,670,077	3.56%	▲22,351	+0.84%	$147.44Mn
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,646,942	3.53%	▲142,809	+5.70%	$146.16Mn
8	Sixth Street Partners Management Company, L.P.	0001812095	2,646,942	3.53%	▲2,646,942	0.00%	$146.16Mn
9	Invesco Ltd.	0000914208	2,523,070	3.37%	▲299,115	+13.45%	$139.32Mn
10	AQR CAPITAL MANAGEMENT LLC	0001167557	2,460,945	3.29%	▼122,502	-4.74%	$135.89Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	2,265,174	3.02%	▲16,974	+0.76%	$125.09Mn
12	State Street Corp	0000093751	1,852,289	2.47%	▲48,771	+2.70%	$102.28Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,692,774	2.26%	▲67,526	+4.15%	$93.49Mn
14	Allianz Asset Management GmbH	0001535323	1,488,681	1.99%	▲7,790	+0.53%	$83.12Mn
15	FIRST TRUST ADVISORS LP	0001125816	1,198,348	1.60%	▲581,750	+94.35%	$66.17Mn
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	1,174,179	1.57%	▲359,955	+44.21%	$64.84Mn
17	VICTORY CAPITAL MANAGEMENT INC	0001040188	1,151,144	1.54%	▼135,672	-10.54%	$63.57Mn
18	Woodline Partners LP	0001784547	1,070,489	1.43%	▲312,923	+41.31%	$59.11Mn
19	CITADEL ADVISORS LLC	0001423053	982,725	1.31%	▲950,943	+2,992.08%	$54.27Mn

Showing 1 to 20 of 393 holders