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-Q1 13F filings (latest filed 2026-05-18). 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
121 tracked funds added or opened FHI while 62 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 480 tracked filers holding FHI, 207 increased or opened the position and 176 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 30
- VANGUARD PORTFOLIO MANAGEMENT LLC$261M
- VANGUARD CAPITAL MANAGEMENT LLC$183M
- VANGUARD FIDUCIARY TRUST CO$26M
- HUNTINGTON NATIONAL BANK$7M
- VISTA INVESTMENT PARTNERS LLC$5M
- Mubadala Investment Co PJSC$3M
Full exits 18
- VANGUARD GROUP INC$429M
- TWO SIGMA ADVISERS, LP$16M
- Brandywine Global Investment Management, LLC$9M
- Cadence Bank$7M
- Point72 Asset Management, L.P.$5M
- VIRGINIA RETIREMENT SYSTEMS ET Al$3M
Largest adds
- Woodline Partners LP$27M
- Allianz Asset Management GmbH$23M
- GEODE CAPITAL MANAGEMENT, LLC$19M
- Schneider Downs Wealth Management Advisors, LP$16M
- LSV ASSET MANAGEMENT$13M
- FRANKLIN RESOURCES INC$11M
Largest trims
- BlackRock, Inc.$113M
- UBS Group AG$29M
- Qube Research & Technologies Ltd$24M
- Invesco Ltd.$20M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$16M
- AQR CAPITAL MANAGEMENT LLC$12M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,043,914 | $334M | 8.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,603,965 | $261M | 6.5% | 2026-Q1 |
| FMR LLC added | 4,663,900 | $258M | 6.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,230,441 | $183M | 4.6% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 2,882,229 | $163M | 4.1% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP added | 2,727,878 | $155M | 3.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 2,647,726 | $150M | 3.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,504,133 | $142M | 3.5% | 2026-Q1 |
| Invesco Ltd. added | 2,523,070 | $139M | 3.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,460,945 | $136M | 3.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,248,200 | $127M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 1,852,289 | $102M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,625,248 | $92M | 2.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 1,480,891 | $84M | 2.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,286,816 | $73M | 1.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 982,725 | $54M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 814,224 | $46M | 1.2% | 2026-Q1 |
| Woodline Partners LP added | 757,566 | $43M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 742,828 | $42M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 654,378 | $37M | 0.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 616,598 | $35M | 0.9% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 586,706 | $33M | 0.8% | 2026-Q1 |
| SPROTT INC. added | 513,885 | $29M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 513,136 | $29M | 0.7% | 2026-Q1 |
| Man Group plc trimmed | 499,381 | $28M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 485,727 | $28M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 477,776 | $27M | 0.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 512,670 | $27M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 469,408 | $27M | 0.7% | 2026-Q1 |
| Vestcor Inc added | 452,046 | $26M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 450,286 | $26M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 435,897 | $25M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 405,524 | $23M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 388,485 | $22M | 0.6% | 2026-Q1 |
| FOUNDATION RESOURCE MANAGEMENT INC trimmed | 386,986 | $22M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 337,326 | $19M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 337,261 | $19M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 329,300 | $18M | 0.5% | 2026-Q2 |
| ROYCE & ASSOCIATES LP | 304,719 | $17M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 287,666 | $16M | 0.4% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 265,338 | $15M | 0.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 242,020 | $14M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 469,988 | $13M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 222,164 | $13M | 0.3% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. | 220,742 | $13M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 200,855 | $11M | 0.3% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 176,236 | $10M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 176,122 | $10M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 168,944 | $10M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 162,941 | $9M | 0.2% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 156,677 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 153,569 | $9M | 0.2% | 2026-Q1 |
| Factorial Partners, LLC | 153,239 | $9M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 152,958 | $9M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 152,097 | $9M | 0.2% | 2026-Q1 |
| Swiss National Bank | 145,317 | $8M | 0.2% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S added | 144,671 | $8M | 0.2% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 141,861 | $8M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 135,624 | $8M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 128,092 | $7M | 0.2% | 2026-Q1 |
| BURNEY CO/ trimmed | 126,714 | $7M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 126,700 | $7M | 0.2% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK added | 125,301 | $7M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 117,260 | $7M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 116,666 | $7M | 0.2% | 2026-Q1 |
| CONTINENTAL ADVISORS LLC trimmed | 116,359 | $7M | 0.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 114,419 | $6M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 111,717 | $6M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 107,328 | $6M | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 103,840 | $6M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 102,537 | $6M | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 98,255 | $6M | 0.1% | 2026-Q1 |
| Kendall Capital Management added | 96,375 | $5M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 96,171 | $5M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 94,414 | $5M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 96,168 | $5M | 0.1% | 2026-Q2 |
| Alpha Omega Wealth Management LLC trimmed | 92,390 | $5M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 92,044 | $5M | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 91,658 | $5M | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 91,571 | $5M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 90,598 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 88,927 | $5M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 88,045 | $5M | 0.1% | 2026-Q1 |
| VISTA INVESTMENT PARTNERS LLC new | 87,729 | $5M | 0.1% | 2026-Q1 |
| Empowered Funds, LLC added | 86,338 | $5M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 86,309 | $5M | 0.1% | 2026-Q1 |
| SEIZERT CAPITAL PARTNERS, LLC added | 85,880 | $5M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 84,664 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 8,245,538 | $429M | 10.7% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 308,558 | $16M | 0.4% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 257,150 | $13M | 0.3% | 2025-Q3 stale |
| Invenomic Capital Management LP added | 295,097 | $13M | 0.3% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC added | 177,533 | $9M | 0.2% | 2025-Q4 stale |
| AXA S.A. added | 202,735 | $9M | 0.2% | 2025-Q2 stale |
| NORGES BANK trimmed | 210,000 | $8M | 0.2% | 2025-Q1 stale |
| Cadence Bank added | 128,345 | $7M | 0.2% | 2025-Q4 stale |
| WINTON GROUP Ltd added | 120,913 | $6M | 0.2% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL added | 132,367 | $6M | 0.1% | 2025-Q2 stale |
| COUNTRY CLUB BANK trimmed | 100,538 | $5M | 0.1% | 2025-Q3 stale |
| Point72 Asset Management, L.P. new | 91,660 | $5M | 0.1% | 2025-Q4 stale |
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.