Federated Hermes Ownership | Who Owns Federated Hermes?

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Federated Hermes Ownership Summary

Federated Hermes is owned by 85.37% institutional investors, 4.17% insiders, and 10.46% retail investors. Vanguard group is the largest institutional shareholder, holding 11.11% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Federated Hermes	85.37%	4.17%	10.46%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	52.68%	9.46%	37.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.48M	11.11%	$440.11M
Blackrock	8.43M	10.45%	$277.33M
Blackrock funding, inc. /de	5.61M	7.35%	$291.24M
Fmr	4.95M	6.48%	$256.80M
Charles schwab investment management	3.02M	3.96%	$156.81M
Invesco	2.94M	3.85%	$152.67M
Fuller & thaler asset management	2.82M	3.69%	$146.33M
Aqr capital management	2.56M	3.25%	$105.16M
Lsv asset management	2.40M	3.15%	$124.68M
Dimensional fund advisors lp	2.31M	3.02%	$119.82M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Factorial partners	159.24K	5.69%	$8.27M
Phase 2 partners	109.98K	3.39%	$4.52M
Foundation resource management	396.83K	2.96%	$20.61M
Continental advisors	126.36K	2.84%	$6.56M
Murphy pohlad asset management	67.60K	1.38%	$3.51M
Taylor frigon capital management	41.09K	1.06%	$2.13M
Sprott	507.23K	0.92%	$26.34M
Kendall capital management	74.66K	0.87%	$3.88M
Fortis advisors	29.02K	0.85%	$1.51M
Alpha omega wealth management	95.09K	0.82%	$4.94M

Top Buyers

Holder	Shares	% Assets	Change
Victory capital management	779.49K	0.02%	748.44K
Invesco	2.94M	0.02%	670.64K
Jupiter asset management	527.37K	0.24%	506.50K
Qube research	607.50K	0.03%	487.28K
Lsv asset management	2.40M	0.28%	434.86K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	424.05K	0.00%	-643.83K
Fmr	4.95M	0.01%	-592.43K
Millennium management	525.38K	0.01%	-539.90K
Ubs group	909.62K	0.01%	-440.58K
Azora capital lp	-	-	-299.44K

New Positions

Holder	Shares	% Assets	Change	Value
Janney montgomery scott	280.55K	0.03%	280.55K	$14.57M
Norges bank	258.80K	0.00%	258.80K	$10.64M
Winton group	120.91K	0.23%	120.91K	$6.28M
Ruffer llp	116.78K	0.34%	116.78K	$6.06M
Phase 2 partners	109.98K	3.39%	109.98K	$4.52M

Sold Out

Holder	Change
Toronto dominion bank	-2.00
Financial gravity asset management	-2.00
Ifp advisors	-2.00
Greenline partners	-4.00
Bruce g. allen investments	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	321	8.45%	64,568,199	1.88%	82	1.27%	166	37.19%	104	-14.75%
Sep 30, 2024	291	-5.83%	63,236,242	-1.73%	80	1.24%	120	-23.57%	120	10.09%
Jun 30, 2024	307	-2.85%	64,345,963	0.82%	79	1.27%	155	6.90%	109	-9.92%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
FullerThaler Behavioral Small-Cap Equity	2.68M	3.46%	872.06K
FullerThaler Behavioral Sm-Cp Eq R6	2.68M	3.46%	872.06K
Fidelity Low-Priced Stock	2.47M	3.18%	-6.63K
iShares Core S&P Mid-Cap ETF	2.46M	3.17%	-
Vanguard US Total Market Shares ETF	2.46M	3.04%	-140.76K
Vanguard Total Stock Mkt Idx Inv	2.35M	3.03%	-50.67K
Schwab US Dividend Equity ETF™	2.14M	2.76%	451.00
Vanguard Small Cap Index	1.82M	2.35%	-11.91K
iShares Select Dividend ETF	1.83M	2.25%	10.05K
Vanguard Small Cap Value Index Inv	1.17M	1.51%	1.73K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 07, 2025	Germain Peter J	EVP, CLO & Sec.	Sell	$246.12K
Nov 03, 2025	Nusseibeh Saker Anwar	CEO, Federated Hermes Limited	Sell	$591.20K
Nov 03, 2025	Nusseibeh Saker Anwar	CEO, Federated Hermes Limited	Sell	$136.96K
Aug 04, 2025	Van Meter Stephen	VP, Chief Compliance Officer	Sell	$21.81K
Jun 16, 2025	Nusseibeh Saker Anwar	CEO, Federated Hermes Limited	Sell	$256.19K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	3
2025 Q3	-	1
2025 Q2	-	6
2025 Q1	-	3
2024 Q4	-	11

FHI Ownership FAQ

Who Owns Federated Hermes?

Federated Hermes shareholders are primarily institutional investors at 85.37%, followed by 4.17% insiders and 10.46% retail investors. The average institutional ownership in Federated Hermes's industry, Asset Management Stocks, is 52.68%, which Federated Hermes exceeds.

Who owns the most shares of Federated Hermes?

Federated Hermes’s largest shareholders are Vanguard group (8.48M shares, 11.11%), Blackrock (8.43M shares, 10.45%), and Blackrock funding, inc. /de (5.61M shares, 7.35%). Together, they hold 28.91% 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?

Factorial partners is Federated Hermes’s biggest shareholder by percentage of total assets invested, with 5.69% of its assets in 159.24K Federated Hermes shares, valued at 8.27M$.

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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