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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,043,914 | $334M | 10.1% | 2026-Q2 |
| FMR LLC added | 4,663,900 | $258M | 7.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,397,255 | $243M | 7.4% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP added | 3,551,578 | $196M | 6.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 3,194,537 | $176M | 5.4% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,670,077 | $147M | 4.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,646,942 | $146M | 4.4% | 2026-Q2 |
| Invesco Ltd. added | 2,523,070 | $139M | 4.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,460,945 | $136M | 4.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,265,174 | $125M | 3.8% | 2026-Q2 |
| STATE STREET CORP added | 1,852,289 | $102M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,692,774 | $93M | 2.8% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,488,681 | $83M | 2.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,198,348 | $66M | 2.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,174,179 | $65M | 2.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,151,144 | $64M | 1.9% | 2026-Q2 |
| Woodline Partners LP added | 1,070,489 | $59M | 1.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 982,725 | $54M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 879,173 | $49M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 869,406 | $48M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 617,795 | $34M | 1.0% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 582,453 | $32M | 1.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 545,421 | $31M | 0.9% | 2026-Q2 |
| SPROTT INC. | 513,885 | $28M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 472,377 | $26M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 460,623 | $25M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 451,025 | $25M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 448,455 | $25M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 438,986 | $24M | 0.7% | 2026-Q2 |
| FOUNDATION RESOURCE MANAGEMENT INC trimmed | 380,117 | $21M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 329,300 | $18M | 0.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP | 304,719 | $17M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 302,296 | $17M | 0.5% | 2026-Q2 |
| ALPS ADVISORS INC added | 273,295 | $15M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 255,507 | $15M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 250,866 | $14M | 0.4% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 246,370 | $14M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 207,748 | $11M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 191,661 | $11M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 168,152 | $9M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 167,187 | $9M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 163,650 | $9M | 0.3% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 162,173 | $9M | 0.3% | 2026-Q2 |
| Interval Partners, LP added | 159,332 | $9M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 155,298 | $9M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 148,924 | $8M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 147,056 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 144,517 | $8M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 136,051 | $8M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 130,478 | $7M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 126,764 | $7M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 125,845 | $7M | 0.2% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 124,449 | $7M | 0.2% | 2026-Q2 |
| Kendall Capital Management added | 122,110 | $7M | 0.2% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK trimmed | 119,144 | $7M | 0.2% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 112,792 | $6M | 0.2% | 2026-Q2 |
| CONTINENTAL ADVISORS LLC trimmed | 112,359 | $6M | 0.2% | 2026-Q2 |
| Ruffer LLP added | 111,652 | $6M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 108,974 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 104,305 | $6M | 0.2% | 2026-Q2 |
| BURNEY CO/ trimmed | 102,363 | $6M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC added | 101,416 | $6M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 96,168 | $5M | 0.2% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 93,036 | $5M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 91,571 | $5M | 0.2% | 2026-Q2 |
| Alpha Omega Wealth Management LLC trimmed | 90,469 | $5M | 0.2% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS LLC trimmed | 85,511 | $5M | 0.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 84,701 | $5M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 84,502 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 81,866 | $5M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 80,179 | $4M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 79,990 | $4M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 77,566 | $4M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 77,406 | $4M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 76,902 | $4M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 74,905 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 71,726 | $4M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 69,421 | $4M | 0.1% | 2026-Q2 |
| Murphy Pohlad Asset Management LLC trimmed | 66,721 | $4M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 62,800 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 62,147 | $3M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 61,854 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 61,750 | $3M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 60,520 | $3M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 58,100 | $3M | 0.1% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC trimmed | 54,470 | $3M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 51,665 | $3M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 51,300 | $3M | 0.1% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC new | 50,400 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 50,314 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 50,075 | $3M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A | 50,000 | $3M | 0.1% | 2026-Q2 |
| Inspire Investing, LLC added | 49,928 | $3M | 0.1% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 49,107 | $3M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 48,401 | $3M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 46,136 | $3M | 0.1% | 2026-Q2 |
| Fulcrum Asset Management LLP new | 45,078 | $3M | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 44,700 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 43,788 | $2M | 0.1% | 2026-Q2 |
| ABLE Financial Group, LLC added | 43,773 | $2M | 0.1% | 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.
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.