Federated Hermes Ownership | Who Owns Federated Hermes?

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Federated Hermes Ownership Summary

Federated Hermes is owned by 86.44% institutional investors, 4.10% insiders, and 9.45% retail investors. Vanguard group is the largest institutional shareholder, holding 11.17% of FHI shares. FullerThaler Behavioral Small-Cap Equity is the top mutual fund, with 3.50% of its assets in Federated Hermes shares.

FHI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Federated Hermes	86.44%	4.10%	9.45%
Sector	Financial Services Stocks	37.05%	15.56%	47.39%
Industry	Asset Management Stocks	49.02%	11.57%	39.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.25M	11.17%	$429.35M
Blackrock	8.43M	10.45%	$277.33M
Blackrock funding, inc. /de	5.92M	7.89%	$335.96M
Fmr	4.59M	6.11%	$260.04M
Lsv asset management	2.88M	3.84%	$163.45M
Schneider downs wealth management advisors, lp	2.73M	3.63%	$154.70M
Fuller & thaler asset management	2.65M	3.53%	$150.15M
Aqr capital management	2.58M	3.44%	$146.17M
Charles schwab investment management	2.50M	3.33%	$142.01M
Dimensional fund advisors lp	2.25M	2.99%	$127.49M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Schneider downs wealth management advisors, lp	2.73M	17.06%	$154.70M
Factorial partners	153.24K	6.31%	$8.69M
Phase 2 partners	109.98K	3.39%	$4.52M
Continental advisors	116.36K	3.37%	$6.60M
Foundation resource management	386.99K	2.47%	$21.95M
Vista investment partners ii	54.81K	1.40%	$3.11M
Murphy pohlad asset management	67.45K	1.37%	$3.82M
Vista investment partners	87.73K	1.32%	$4.97M
Taylor frigon capital management	37.54K	1.21%	$2.13M
Kendall capital management	96.38K	1.12%	$5.47M

Top Buyers

Holder	Shares	% Assets	Change
Woodline partners lp	757.57K	0.16%	452.14K
Vanguard fiduciary trust	450.29K	0.01%	450.29K
Allianz asset management gmbh	1.48M	0.09%	319.08K
Blackrock funding, inc. /de	5.92M	0.01%	267.86K
Norges bank	258.80K	0.00%	258.80K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	424.05K	0.00%	-643.83K
Ubs group	388.49K	0.00%	-595.57K
Charles schwab investment management	2.50M	0.02%	-527.93K
Invesco	2.22M	0.02%	-527.37K
Qube research	287.67K	0.02%	-494.65K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	450.29K	0.01%	450.29K	$25.54M
Norges bank	258.80K	0.00%	258.80K	$10.64M
Axa investment managers	257.15K	0.04%	257.15K	$13.35M
Phase 2 partners	109.98K	3.39%	109.98K	$4.52M
Vista investment partners	87.73K	1.32%	87.73K	$4.97M

Sold Out

Holder	Change
Toronto dominion bank	-2.00
Financial gravity asset management	-2.00
Greenline partners	-4.00
Tfo-tdc	-6.00
Claris advisors, llc / mo /	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	392	1.82%	64,919,570	-5.05%	86	1.04%	204	9.68%	124	-5.34%
Dec 31, 2025	151	-59.84%	14,214,390	-79.17%	19	0.24%	64	-63.22%	48	-64.71%
Sep 30, 2025	180	-49.58%	22,563,457	-62.13%	29	0.48%	77	-60.91%	61	-45.05%
Jun 30, 2025	363	11.69%	65,137,492	4.38%	85	1.32%	197	15.20%	114	12.87%
Mar 31, 2025	323	-2.12%	62,394,547	-3.70%	80	1.18%	171	-2.29%	99	-3.88%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
FullerThaler Behavioral Small-Cap Equity	2.66M	3.50%	-25.30K
FullerThaler Behavioral Sm-Cp Eq R6	2.66M	3.50%	-25.30K
FullerThaler Beh Small-Cap Equity SMA	2.66M	3.50%	-
iShares Core S&P Mid-Cap ETF	2.49M	3.28%	-1.25K
Vanguard Total Stock Mkt Idx Inv	2.33M	3.07%	29.07K
Vanguard US Total Market Shares ETF	2.46M	3.04%	-140.76K
Fidelity Low-Priced Stock	2.10M	2.77%	-1.70K
iShares Select Dividend ETF	1.83M	2.25%	10.05K
Schwab US Dividend Equity ETF™	1.71M	2.25%	1.47K
Vanguard Small Cap Index	1.70M	2.24%	27.70K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 15, 2026	Germain Peter J	EVP, CLO & Sec.	Sell	$271.48K
May 07, 2026	Burke Bryan M	Vice President	Sell	$216.81K
Mar 13, 2026	DONAHUE THOMAS R	VP, CFO & Treasurer	Sell	$1.71M
Mar 12, 2026	Uhlman Paul A	Vice President	Sell	$3.49M
Mar 12, 2026	Uhlman Paul A	Vice President	Sell	$583.52K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	2
2026 Q1	-	10
2025 Q4	-	12
2025 Q3	-	1
2025 Q2	-	6

FHI Ownership FAQ

Who Owns Federated Hermes?

Federated Hermes shareholders are primarily institutional investors at 86.44%, followed by 4.10% insiders and 9.46% retail investors. The average institutional ownership in Federated Hermes's industry, Asset Management Stocks, is 49.02%, which Federated Hermes exceeds.

Who owns the most shares of Federated Hermes?

Federated Hermes’s largest shareholders are Vanguard group (8.25M shares, 11.17%), Blackrock (8.43M shares, 10.45%), and Blackrock funding, inc. /de (5.92M shares, 7.89%). Together, they hold 29.51% of Federated Hermes’s total shares outstanding.

Does Blackrock own Federated Hermes?

Yes, BlackRock owns 10.45% of Federated Hermes, totaling 8.43M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 277.33M$. In the last quarter, BlackRock increased its holdings by 146.68K shares, a 1.77% change.

Who is Federated Hermes’s biggest shareholder by percentage of total assets invested?

Schneider downs wealth management advisors, lp is Federated Hermes’s biggest shareholder by percentage of total assets invested, with 17.06% of its assets in 2.73M Federated Hermes shares, valued at 154.7M$.

Who is the top mutual fund holder of Federated Hermes shares?

FullerThaler Behavioral Small-Cap Equity is the top mutual fund holder of Federated Hermes shares, with 3.50% of its total shares outstanding invested in 2.66M Federated Hermes shares.

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