Federated Hermes, Inc. (FHI) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Federated Hermes, Inc. (NYSE:FHI) is held by 137 institutional firms.

• The collective stake of institutional investors in Federated Hermes moved to 17.1% in December 2025, a shift down from the 87.8% reported for September 2025.
• In percentage terms, this reflects as a holdings change of 1.48% quarter on quarter, and a decrease of 57.98% year over year.
• A review of institutional activity for Federated Hermes shows 62 of 137 filers increasing their positions, while 38 reduced their stake, and 37 remained unchanged.
• The aggregate institutional position in Federated Hermes now stands at 13.29Mn shares as of December 2025, after investors increased their holdings (up by 193.79K shares quarter on quarter which is down 51.29Mn shares year over year).
• With 8.25Mn shares, VANGUARD GROUP INC commands the largest institutional position in Federated Hermes as of December 31, 2025, equating to 10.61% of the company.
• Among the most significant buyers of Federated Hermes during December 2025 were BURNEY CO/ (83.53K), UBS Group AG (74.44K), SG Americas Securities, LLC (46.56K), Ruffer LLP (32.91K), Assenagon Asset Management S.A. (31.24K).
• Leading sellers of Federated Hermes stock in December 2025 included VANGUARD GROUP INC (229.51K), THRIVENT FINANCIAL FOR LUTHERANS (11.86K), GABELLI FUNDS LLC (9.82K), Horizon Investments, LLC (9.49K), NEW YORK STATE TEACHERS RETIREMENT SYSTEM (4.90K).
• The top 10 institutional holders of Federated Hermes for the quarter ending December 2025 included VANGUARD GROUP INC (8.25Mn), UBS Group AG (984.05K), FOUNDATION RESOURCE MANAGEMENT INC (395.89K), Robeco Institutional Asset Management B.V. (220.74K), BURNEY CO/ (218.66K), Universal- Beteiligungs- und Servicegesellschaft mbH (211.52K), TEACHER RETIREMENT SYSTEM OF TEXAS (163.75K), Mitsubishi UFJ Trust & Banking Corp (161.94K), PRINCIPAL FINANCIAL GROUP INC (156.90K), Ruffer LLP (149.69K).