Federated Hermes Ownership | Who Owns Federated Hermes?
Federated Hermes Ownership Summary
Federated Hermes is owned by 94.88% institutional investors, 3.90% insiders, and 1.22% 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 3.42% of its assets in Federated Hermes shares.
FHI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Federated Hermes | 94.88% | 3.90% | 1.22% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Asset Management Stocks | 43.50% | 10.79% | 45.71% |
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 | 6.04M | 8.32% | $333.74M |
| Fmr | 4.66M | 6.42% | $257.54M |
| Schneider downs wealth management advisors, lp | 3.55M | 4.89% | $196.12M |
| Vanguard capital management | 3.19M | 4.40% | $176.40M |
| Lsv asset management | 2.87M | 3.95% | $158.32M |
| Fuller & thaler asset management | 2.67M | 3.68% | $147.44M |
| Charles schwab investment management | 2.65M | 3.64% | $146.16M |
| Sixth street partners management company | 2.65M | 3.64% | $146.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Schneider downs wealth management advisors, lp | 3.55M | 18.43% | $196.12M |
| Phase 2 partners | 109.98K | 3.39% | $4.52M |
| Continental advisors | 112.36K | 2.62% | $6.20M |
| Foundation resource management | 380.12K | 2.44% | $20.99M |
| Murphy pohlad asset management | 66.72K | 1.28% | $3.68M |
| Vista investment partners | 85.51K | 1.19% | $4.72M |
| Vista investment partners ii | 54.47K | 1.18% | $3.01M |
| Kendall capital management | 122.11K | 1.12% | $6.74M |
| Sprott | 513.88K | 0.90% | $28.38M |
| Alpha omega wealth management | 90.47K | 0.76% | $5.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 2.65M | 0.02% | 2.65M |
| Citadel advisors | 982.73K | 0.01% | 950.94K |
| Schneider downs wealth management advisors, lp | 3.55M | 18.43% | 823.70K |
| First trust advisors lp | 1.20M | 0.04% | 581.75K |
| Goldman sachs group | 879.17K | 0.00% | 366.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 424.05K | 0.00% | -643.83K |
| Man group | 77.57K | 0.01% | -421.81K |
| Two sigma investments, lp | 96.17K | 0.00% | -347.69K |
| Invenomic capital management lp | - | - | -295.10K |
| Janney montgomery scott | 82.20K | 0.01% | -255.13K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 2.65M | 0.02% | 2.65M | $146.16M |
| 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 |
| Maltese capital management | 50.40K | 0.51% | 50.40K | $2.78M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -2.00 |
| Toronto dominion bank | -2.00 |
| Curio wealth | -4.00 |
| Greenline partners | -4.00 |
| Tfo-tdc | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 387 | -3.49% | 68,925,491 | 5.27% | 94 | 1.25% | 171 | -18.18% | 141 | 11.90% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Equity | 2.55M | 3.42% | 24.50K |
| FullerThaler Beh Small-Cap Equity SMA | 2.55M | 3.42% | -107.49K |
| iShares Core S&P Mid-Cap ETF | 2.49M | 3.33% | 76.00 |
| FullerThaler Behavioral Sm-Cp Eq R6 | 2.49M | 3.28% | -39.00K |
| Vanguard US Total Market Shares ETF | 2.46M | 3.04% | -140.76K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.29M | 3.02% | -49.67K |
| Vanguard Total Stock Mkt Idx Inv | 2.29M | 3.02% | -49.67K |
| Fidelity Low-Priced Stock | 2.09M | 2.75% | -2.80K |
| Schwab US Dividend Equity ETF™ | 1.90M | 2.55% | 4.80K |
| iShares Select Dividend ETF | 1.83M | 2.25% | 10.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 04, 2026 | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | Sell | $40.80K |
| Aug 04, 2026 | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | Sell | $410.84K |
| Jun 23, 2026 | Van Meter Stephen | VP, Chief Compliance Officer | Sell | $100.31K |
| Jun 16, 2026 | Uhlman Paul A | Vice President | Sell | $360.52K |
| Jun 08, 2026 | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | Sell | $513.17K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | - | 7 |
| 2026 Q1 | - | 10 |
| 2025 Q4 | - | 12 |
| 2025 Q3 | - | 1 |
FHI Ownership FAQ
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