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Federated Hermes Ownership | Who Owns Federated Hermes?

OverviewForecastRevenueFinancialsChartTranscripts

Federated Hermes Ownership Summary

Federated Hermes is owned by 79.73% institutional investors, 3.45% insiders, and 16.83% retail investors. Vanguard group is the largest institutional shareholder, holding 10.91% of FHI shares. FullerThaler Behavioral Small-Cap Equity is the top mutual fund, with 3.10% of its assets in Federated Hermes shares.

FHI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFederated Hermes79.73%3.45%16.83%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryAsset Management Stocks39.76%8.77%51.48%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
FullerThaler Behavioral Small-Cap Equity2.56M3.10%-
FullerThaler Behavioral Sm-Cp Eq R62.56M3.10%218.10K
Fidelity Low-Priced Stock2.52M3.08%-1.19K
iShares Core S&P Mid-Cap ETF2.48M3.03%1.34K
Vanguard Total Stock Mkt Idx Inv2.45M3.00%-10.28K
Vanguard Small Cap Index2.01M2.46%3.95K
iShares Select Dividend ETF1.83M2.23%-613.00
Vanguard Small Cap Value Index Inv1.36M1.66%-468.00
Vanguard Institutional Extnd Mkt Idx Tr1.18M1.45%-37.17K
Invesco S&P MidCap Quality ETF719.86K0.88%625.00

Recent Insider Transactions

DateNameRoleActivityValue
Nov 08, 2024Germain Peter J EVP, CLO & Sec.Sell$595.90K
Nov 04, 2024Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd.Sell$484.36K
Oct 30, 2024Dudiak Dolores D Vice PresidentSell$199.45K
Aug 05, 2024FISHER JOHN B Vice PresidentSell$2.61M
Aug 02, 2024Van Meter Stephen VP, Chief Compliance OfficerSell$2.43K

Insider Transactions Trends

DateBuySell
2024 Q4-3
2024 Q3-2
2024 Q2-4
2024 Q1-7
2023 Q4-10

FHI Ownership FAQ

Who Owns Federated Hermes?

Federated Hermes shareholders are primarily institutional investors at 79.73%, followed by 3.45% insiders and 16.82% retail investors. The average institutional ownership in Federated Hermes's industry, Asset Management Stocks, is 39.76%, which Federated Hermes exceeds.

Who owns the most shares of Federated Hermes?

Federated Hermes’s largest shareholders are Vanguard group (8.8M shares, 10.91%), Blackrock (8.43M shares, 10.45%), and Fmr (5.53M shares, 6.85%). Together, they hold 28.21% 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?

Algebris (uk) is Federated Hermes’s biggest shareholder by percentage of total assets invested, with 2.99% of its assets in 302.84K Federated Hermes shares, valued at 9.29M$.

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 3.10% of its total shares outstanding invested in 2.56M Federated Hermes shares.

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