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Federated Hermes Ownership | Who Owns Federated Hermes?

OverviewForecastRevenueFinancialsChartTranscripts

Federated Hermes Ownership Summary

Federated Hermes is owned by 19.26% institutional investors, 4.21% insiders, and 76.53% 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 3.46% of its assets in Federated Hermes shares.

FHI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFederated Hermes19.26%4.21%76.53%
SectorFinancial Services Stocks 32.03%15.42%52.55%
IndustryAsset Management Stocks25.13%8.83%66.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group8.25M11.17%$429.35M
Blackrock8.43M10.45%$277.33M
Blackrock funding, inc. /de5.66M7.53%$294.52M
Fmr4.95M6.48%$256.80M
Charles schwab investment management3.02M3.96%$156.81M
Invesco2.94M3.85%$152.67M
Lsv asset management2.89M3.85%$150.50M
Fuller & thaler asset management2.79M3.71%$145.07M
Schneider downs wealth management advisors, lp2.66M3.55%$138.65M
Aqr capital management2.56M3.25%$105.16M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Schneider downs wealth management advisors, lp2.66M15.63%$138.65M
Factorial partners153.24K5.27%$7.98M
Phase 2 partners109.98K3.39%$4.52M
Continental advisors125.86K2.77%$6.55M
Foundation resource management395.89K2.76%$20.61M
Murphy pohlad asset management67.60K1.35%$3.52M
Taylor frigon capital management39.84K1.05%$2.07M
Kendall capital management87.64K0.95%$4.56M
Sprott506.38K0.89%$26.37M
Alpha omega wealth management92.96K0.80%$4.84M

Top Buyers

HolderShares% AssetsChange
Victory capital management779.49K0.02%748.44K
Invesco2.94M0.02%670.64K
Lsv asset management2.89M0.33%489.27K
First trust advisors lp545.50K0.02%395.08K
Norges bank258.80K0.00%258.80K

Top Sellers

HolderShares% AssetsChange
Wellington management group llp424.05K0.00%-643.83K
Fmr4.95M0.01%-592.43K
Millennium management525.38K0.01%-539.90K
Commonwealth equity services8.99K0.00%-413.25K
Azora capital lp---299.44K

New Positions

HolderShares% AssetsChangeValue
Norges bank258.80K0.00%258.80K$10.64M
Axa investment managers257.15K0.04%257.15K$13.35M
Clark capital management group126.71K0.04%126.71K$6.58M
Phase 2 partners109.98K3.39%109.98K$4.52M
Archford capital strategies24.36K0.15%24.36K$1.27M

Sold Out

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

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025151-59.84%14,214,390-79.17%190.24%64-63.22%48-64.71%
Sep 30, 2025180-49.58%22,563,457-62.13%290.48%77-60.91%61-45.05%
Jun 30, 202536311.69%65,137,4924.38%851.32%19715.20%11412.87%
Mar 31, 2025323-2.12%62,394,547-3.70%801.18%171-2.29%99-3.88%
Dec 31, 20243218.45%64,568,1991.88%821.27%16637.19%104-14.75%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
FullerThaler Behavioral Small-Cap Equity2.68M3.46%872.06K
FullerThaler Behavioral Sm-Cp Eq R62.68M3.46%872.06K
Fidelity Low-Priced Stock2.47M3.18%-6.63K
iShares Core S&P Mid-Cap ETF2.46M3.17%-
Vanguard US Total Market Shares ETF2.46M3.04%-140.76K
Vanguard Total Stock Mkt Idx Inv2.35M3.03%-50.67K
Schwab US Dividend Equity ETF™2.14M2.76%451.00
Vanguard Small Cap Index1.82M2.35%-11.91K
iShares Select Dividend ETF1.83M2.25%10.05K
Vanguard Small Cap Value Index Inv1.17M1.51%1.73K

Recent Insider Transactions

DateNameRoleActivityValue
Feb 17, 2026Novak Richard A Principal Accounting OfficerSell$773.54K
Feb 02, 2026Nusseibeh Saker Anwar CEO, Federated Hermes LimitedSell$64.84K
Feb 02, 2026Nusseibeh Saker Anwar CEO, Federated Hermes LimitedSell$246.40K
Dec 12, 2025Dudiak Dolores D Vice PresidentSell$261.19K
Nov 19, 2025Nusseibeh Saker Anwar CEO, Federated Hermes LimitedSell$213.45K

Insider Transactions Trends

DateBuySell
2026 Q1-3
2025 Q4-12
2025 Q3-1
2025 Q2-6
2025 Q1-3

FHI Ownership FAQ

Who Owns Federated Hermes?

Federated Hermes shareholders are primarily institutional investors at 19.26%, followed by 4.21% insiders and 76.53% retail investors. The average institutional ownership in Federated Hermes's industry, Asset Management Stocks, is 25.13%, which Federated Hermes falls below.

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 (5.66M shares, 7.53%). Together, they hold 29.16% 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 15.63% of its assets in 2.66M Federated Hermes shares, valued at 138.65M$.

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 3.46% of its total shares outstanding invested in 2.68M Federated Hermes shares.

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