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Institutional Ownership · SEC Form 13F

Who owns Federated Hermes (FHI)


Which tracked institutional funds hold FHI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FHI company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

363
Institutional holders
62M
Shares held (tracked funds)

How the tape is positioned

55 tracked funds added or opened FHI while 103 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

FHI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FHI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FHI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 363 tracked filers holding FHI, 167 increased or opened the position and 212 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in FHI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 10

  • MALTESE CAPITAL MANAGEMENT LLC$3M
  • Fulcrum Asset Management LLP$3M
  • Jupiter Topco LLC$2M
  • Aquatic Capital Management LLC$1M
  • SummitTX Capital, L.P.$1M
  • VOYA INVESTMENT MANAGEMENT LLC$1M

Full exits 37

  • LSV ASSET MANAGEMENT$163M
  • Vestcor Inc$26M
  • HighTower Advisors, LLC$23M
  • Janney Montgomery Scott LLC$19M
  • Pacer Advisors, Inc.$13M
  • Factorial Partners, LLC$9M

Largest adds

  • BlackRock, Inc.$152M
  • CITADEL ADVISORS LLC$52M
  • Schneider Downs Wealth Management Advisors, LP$41M
  • FIRST TRUST ADVISORS LP$31M
  • GOLDMAN SACHS GROUP INC$19M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$19M

Largest trims

  • Man Group plc$24M
  • TWO SIGMA INVESTMENTS, LP$20M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$18M
  • Qube Research & Technologies Ltd$10M
  • Robeco Institutional Asset Management B.V.$10M
  • AQR CAPITAL MANAGEMENT LLC$10M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added6,043,914$334M10.1%2026-Q2
FMR LLC added4,663,900$258M7.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed4,397,255$243M7.4%2026-Q2
Schneider Downs Wealth Management Advisors, LP added3,551,578$196M6.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed3,194,537$176M5.4%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. added2,670,077$147M4.5%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,646,942$146M4.4%2026-Q2
Invesco Ltd. added2,523,070$139M4.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed2,460,945$136M4.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added2,265,174$125M3.8%2026-Q2
STATE STREET CORP added1,852,289$102M3.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,692,774$93M2.8%2026-Q2
Allianz Asset Management GmbH added1,488,681$83M2.5%2026-Q2
FIRST TRUST ADVISORS LP added1,198,348$66M2.0%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,174,179$65M2.0%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed1,151,144$64M1.9%2026-Q2
Woodline Partners LP added1,070,489$59M1.8%2026-Q2
CITADEL ADVISORS LLC added982,725$54M1.6%2026-Q2
GOLDMAN SACHS GROUP INC added879,173$49M1.5%2026-Q2
MORGAN STANLEY added869,406$48M1.5%2026-Q2
Bank of New York Mellon Corp trimmed617,795$34M1.0%2026-Q2
JUPITER ASSET MANAGEMENT LTD trimmed582,453$32M1.0%2026-Q2
ALLIANCEBERNSTEIN L.P. added545,421$31M0.9%2026-Q2
SPROTT INC.513,885$28M0.9%2026-Q2
Kestra Advisory Services, LLC trimmed472,377$26M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ added460,623$25M0.8%2026-Q2
NORTHERN TRUST CORP trimmed451,025$25M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed448,455$25M0.8%2026-Q2
AMERIPRISE FINANCIAL INC trimmed438,986$24M0.7%2026-Q2
FOUNDATION RESOURCE MANAGEMENT INC trimmed380,117$21M0.6%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added329,300$18M0.6%2026-Q2
ROYCE & ASSOCIATES LP304,719$17M0.5%2026-Q2
UBS Group AG trimmed302,296$17M0.5%2026-Q2
ALPS ADVISORS INC added273,295$15M0.5%2026-Q2
JPMORGAN CHASE & CO trimmed255,507$15M0.4%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added250,866$14M0.4%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added246,370$14M0.4%2026-Q2
FRANKLIN RESOURCES INC trimmed207,748$11M0.3%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added191,661$11M0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added168,152$9M0.3%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed167,187$9M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added163,650$9M0.3%2026-Q2
Cambria Investment Management, L.P. added162,173$9M0.3%2026-Q2
Interval Partners, LP added159,332$9M0.3%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added155,298$9M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed148,924$8M0.2%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed147,056$8M0.2%2026-Q2
Swiss National Bank trimmed144,517$8M0.2%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added136,051$8M0.2%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed130,478$7M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed126,764$7M0.2%2026-Q2
LPL Financial LLC added125,845$7M0.2%2026-Q2
Clark Capital Management Group, Inc. added124,449$7M0.2%2026-Q2
Kendall Capital Management added122,110$7M0.2%2026-Q2
HUNTINGTON NATIONAL BANK trimmed119,144$7M0.2%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added112,792$6M0.2%2026-Q2
CONTINENTAL ADVISORS LLC trimmed112,359$6M0.2%2026-Q2
Ruffer LLP added111,652$6M0.2%2026-Q2
Qube Research & Technologies Ltd trimmed108,974$6M0.2%2026-Q2
Legal & General Group Plc trimmed104,305$6M0.2%2026-Q2
BURNEY CO/ trimmed102,363$6M0.2%2026-Q2
Vident Advisory, LLC added101,416$6M0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed96,168$5M0.2%2026-Q2
FIRST NATIONAL BANK OF OMAHA trimmed93,036$5M0.2%2026-Q2
GAMCO INVESTORS, INC. ET AL91,571$5M0.2%2026-Q2
Alpha Omega Wealth Management LLC trimmed90,469$5M0.2%2026-Q2
VISTA INVESTMENT PARTNERS LLC trimmed85,511$5M0.1%2026-Q2
CONGRESS ASSET MANAGEMENT CO added84,701$5M0.1%2026-Q2
GABELLI FUNDS LLC trimmed84,502$5M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed81,866$5M0.1%2026-Q2
ExodusPoint Capital Management, LP added80,179$4M0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed79,990$4M0.1%2026-Q2
Man Group plc trimmed77,566$4M0.1%2026-Q2
Brevan Howard Capital Management LP added77,406$4M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added76,902$4M0.1%2026-Q2
Retirement Systems of Alabama trimmed74,905$4M0.1%2026-Q2
Cerity Partners LLC added71,726$4M0.1%2026-Q2
ROYAL BANK OF CANADA added69,421$4M0.1%2026-Q2
Murphy Pohlad Asset Management LLC trimmed66,721$4M0.1%2026-Q2
TD Asset Management Inc added62,800$3M0.1%2026-Q2
Creative Planning added62,147$3M0.1%2026-Q2
SEI INVESTMENTS CO trimmed61,854$3M0.1%2026-Q2
Russell Investments Group, Ltd. trimmed61,750$3M0.1%2026-Q2
Mirae Asset Global Investments Co., Ltd. added60,520$3M0.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.58,100$3M0.1%2026-Q2
VISTA INVESTMENT PARTNERS II, LLC trimmed54,470$3M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed51,665$3M0.1%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al trimmed51,300$3M0.1%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC new50,400$3M0.1%2026-Q2
Corient Private Wealth LP trimmed50,314$3M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd50,075$3M0.1%2026-Q2
CREDIT AGRICOLE S A50,000$3M0.1%2026-Q2
Inspire Investing, LLC added49,928$3M0.1%2026-Q2
QRG CAPITAL MANAGEMENT, INC. added49,107$3M0.1%2026-Q2
Robeco Institutional Asset Management B.V. trimmed48,401$3M0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added46,136$3M0.1%2026-Q2
Fulcrum Asset Management LLP new45,078$3M0.1%2026-Q2
KLP KAPITALFORVALTNING AS44,700$2M0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed43,788$2M0.1%2026-Q2
ABLE Financial Group, LLC added43,773$2M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership