FHI Institutional Ownership & Shareholders

FEDERATED HERMES INC (FHI) is currently held by 393 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.46B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of FHI tracked by InsiderSet, reporting ownership valued at approximately $333.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $387.05M, representing an estimated gain of +15.97% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed FHI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Fmr Llc, and several other long-term asset managers with concentrated positions in FEDERATED HERMES INC (FHI).

This page ranks the largest institutional FHI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

393

Total Reported Value

$3.46B

Largest Holder

Blackrock, Inc.

Largest Position

$333.74M

Insider Transactions (90d)

2

Latest Filing Quarter

Q2 2026

New Institutional Positions

40

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%6,043,914$333,744,946$387,052,253+$53,307,307+15.97%
Vanguard Portfolio Management Llc0.01%4,397,255$242,816,421$281,600,210+$38,783,789+15.97%
Fmr Llc0.01%5,539,888$225,861,238$354,774,428+$128,913,190+57.08%
Schneider Downs Wealth Management Advisors, Lp18.36%3,507,785$197,733,841$224,638,551+$26,904,710+13.61%
Vanguard Capital Management Llc0.00%3,194,537$176,402,333$204,578,149+$28,175,816+15.97%
Fuller & Thaler Asset Management, Inc.0.40%2,670,077$147,441,635$170,991,731+$23,550,096+15.97%
Charles Schwab Investment Management Inc0.02%2,646,942$146,164,137$169,510,166+$23,346,029+15.97%
Invesco Ltd.0.01%2,523,070$139,323,924$161,577,403+$22,253,479+15.97%
Aqr Capital Management Llc0.05%2,460,945$135,893,406$157,598,918+$21,705,512+15.97%
Dimensional Fund Advisors Lp0.02%2,275,905$128,301,987$145,748,956+$17,446,969+13.60%
State Street Corp0.00%1,852,289$102,283,399$118,620,588+$16,337,189+15.97%
Geode Capital Management, Llc0.00%1,674,650$94,418,558$107,244,586+$12,826,028+13.58%
Allianz Asset Management Gmbh0.08%1,534,938$84,759,278$98,297,430+$13,538,152+15.97%
First Trust Advisors Lp0.04%1,198,348$66,172,758$76,742,206+$10,569,448+15.97%
Arrowstreet Capital, Limited Partnership0.03%1,174,179$64,838,164$75,194,423+$10,356,259+15.97%
Victory Capital Management Inc0.04%1,151,144$63,566,172$73,719,262+$10,153,090+15.97%
Woodline Partners Lp0.18%1,070,489$59,112,403$68,554,116+$9,441,713+15.97%
Citadel Advisors Llc0.03%982,725$54,266,075$62,933,709+$8,667,634+15.97%
Goldman Sachs Group Inc0.01%879,173$48,547,946$56,302,239+$7,754,293+15.97%
Morgan Stanley0.00%869,406$48,008,670$55,676,760+$7,668,090+15.97%
Bank Of New York Mellon Corp0.01%610,439$34,410,455$39,092,514+$4,682,059+13.61%
Jupiter Asset Management Ltd0.16%582,453$32,163,055$37,300,290+$5,137,235+15.97%
Alliancebernstein L.P.0.01%545,421$30,930,825$34,928,761+$3,997,936+12.93%
Sprott Inc.0.94%513,885$28,376,730$32,909,195+$4,532,465+15.97%
Kestra Advisory Services, Llc0.07%462,667$26,080,523$29,629,195+$3,548,672+13.61%
Bank Of America Corp0.00%460,623$25,435,605$29,498,297+$4,062,692+15.97%
Northern Trust Corp0.00%451,025$24,905,601$28,883,641+$3,978,040+15.97%
Vanguard Fiduciary Trust Co0.01%448,455$24,763,685$28,719,058+$3,955,373+15.97%
Ameriprise Financial Inc0.00%438,986$24,244,233$28,112,663+$3,868,430+15.96%
Vestcor Inc0.54%397,871$21,970,000$25,479,659+$3,509,659+15.97%
Foundation Resource Management Inc2.20%366,204$20,642,943$23,451,704+$2,808,761+13.61%
Renaissance Technologies LLCJim Simons0.03%329,300$18,183,946$21,088,372+$2,904,426+15.97%
Royce & Associates Lp0.14%304,719$16,826,583$19,514,205+$2,687,622+15.97%
Ubs Group Ag0.00%302,296$16,692,785$19,359,036+$2,666,251+15.97%
Jpmorgan Chase & Co0.00%255,507$14,622,074$16,362,668+$1,740,594+11.90%
Alps Advisors Inc0.06%247,138$13,931,169$15,826,718+$1,895,549+13.61%
Mercer Global Advisors Inc0.02%250,866$13,852,812$16,065,459+$2,212,647+15.97%
Hotchkis & Wiley Capital Management Llc0.04%246,370$13,604,551$15,777,535+$2,172,984+15.97%
Fulcrum Asset Management Llp0.57%211,596$12,171,002$13,550,608+$1,379,606+11.34%
O'Shaughnessy Asset Management, Llc0.05%191,661$10,583,520$12,273,970+$1,690,450+15.97%
American Century Companies Inc0.00%168,152$9,285,353$10,768,454+$1,483,101+15.97%
Universal- Beteiligungs- Und Servicegesellschaft Mbh0.01%167,187$9,232,067$10,706,655+$1,474,588+15.97%
Principal Financial Group Inc0.00%162,381$9,153,417$10,398,879+$1,245,462+13.61%
Cambria Investment Management, L.P.0.44%162,173$8,955,193$10,385,559+$1,430,366+15.97%
Interval Partners, Lp0.28%159,332$8,798,313$10,203,621+$1,405,308+15.97%
Schroder Investment Management Group0.01%155,298$8,766,572$9,945,284+$1,178,712+13.45%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%153,569$8,708,899$9,834,559+$1,125,660+12.93%
Lpl Financial Llc0.00%148,097$8,348,213$9,484,132+$1,135,919+13.61%
Bnp Paribas Asset Management Holding S.A.0.01%147,056$8,120,432$9,417,466+$1,297,034+15.97%
Swiss National Bank0.00%144,517$7,980,229$9,254,869+$1,274,640+15.97%
Showing 50 of 393

Frequently asked questions about FHI

  • Who are the largest institutional holders of FHI?

    The largest institutional holders of FHI reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Fmr Llc, Schneider Downs Wealth Management Advisors, Lp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported FHI position.

  • What is FHI institutional ownership?

    This page tracks FHI positions reported by institutional investment managers through SEC Form 13F. FEDERATED HERMES INC (FHI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own FHI?

    InsiderSet currently tracks 393 institutional managers reporting FHI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FHI shareholders.

  • How much FHI stock do institutions own?

    Institutional investment managers disclosed approximately $3.46B in FHI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was FHI institutional ownership last updated?

    The latest FHI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional FHI holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FHI position after the reporting date.

  • Are institutions buying or selling FHI?

    Institutional buying and selling can be analyzed by comparing FHI positions across consecutive 13F reporting periods. InsiderSet's FHI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FHI ownership changes.

  • How has FHI institutional ownership changed over time?

    InsiderSet tracks FHI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.