Federated Hermes Ownership | Who Owns Federated Hermes?

Overview Forecast RevenueFinancials Chart Transcripts

Federated Hermes Ownership Summary

Federated Hermes is owned by 80.36% institutional investors, 3.50% insiders, and 16.14% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Federated Hermes	80.36%	3.50%	16.14%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.80M	10.91%	$289.41M
Blackrock	8.43M	10.45%	$277.33M
Fmr	5.53M	6.85%	$181.80M
Fuller & thaler asset management	2.70M	3.34%	$88.72M
Aqr capital management	2.69M	3.33%	$87.87M
Invesco	2.39M	2.96%	$78.61M
Dimensional fund advisors lp	2.39M	2.96%	$78.53M
State street	1.88M	2.33%	$61.89M
Morgan stanley	1.31M	1.63%	$43.16M
Alliancebernstein	1.20M	1.48%	$39.36M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Algebris (uk)	302.83K	2.99%	$9.29M
Factorial partners	143.74K	2.91%	$4.73M
Continental advisors	184.97K	2.67%	$6.08M
Boxwood ventures	47.27K	2.50%	$1.55M
Foundation resource management	418.90K	2.20%	$13.77M
Dean capital management	47.70K	2.02%	$1.57M
Hourglass capital	194.62K	1.90%	$6.40M
Sprott	590.24K	1.44%	$19.41M
Inlet private wealth	157.10K	1.41%	$5.17M
Murphy pohlad asset management	87.35K	1.24%	$2.87M

Top Buyers

Holder	Shares	% Assets	Change
Aqr capital management	2.69M	0.13%	1.26M
Balyasny asset management	373.04K	0.02%	373.04K
Lsv asset management	362.33K	0.03%	362.33K
Assenagon asset management	1.14M	0.08%	324.96K
Fuller & thaler asset management	2.70M	0.38%	225.64K

Top Sellers

Holder	Shares	% Assets	Change
Goldman sachs group	667.78K	0.00%	-776.53K
Wellington management group llp	424.05K	0.00%	-643.83K
Deutsche bank ag\	15.99K	0.00%	-394.03K
Schonfeld strategic advisors	54.05K	0.01%	-313.46K
Qube research	-	-	-312.91K

New Positions

Holder	Shares	% Assets	Change	Value
Lsv asset management	362.33K	0.03%	362.33K	$11.91M
Axa	188.56K	0.02%	188.56K	$6.20M
Factorial partners	143.74K	2.91%	143.74K	$4.73M
Corebridge financial	100.91K	0.02%	100.91K	$3.32M
Paralel advisors	63.20K	0.10%	63.20K	$2.08M

Sold Out

Holder	Change
Financial gravity asset management	-2.00
Toronto dominion bank	-2.00
Tfo-tdc	-6.00
Point72 (difc)	-8.00
Innealta capital	-14.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	291	-5.83%	63,236,242	-1.73%	80	1.24%	120	-23.57%	120	10.09%
Jun 30, 2024	307	-2.85%	64,345,963	0.82%	79	1.27%	155	6.90%	109	-9.92%
Mar 31, 2024	316	-3.36%	63,822,590	0.69%	79	1.38%	145	-14.71%	121	12.04%
Dec 31, 2023	327	5.48%	63,387,076	-3.20%	75	1.24%	170	17.24%	108	-5.26%
Sep 30, 2023	310	-9.62%	65,481,159	-2.57%	78	1.25%	145	-14.20%	114	-6.56%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
FullerThaler Behavioral Small-Cap Equity	2.56M	3.10%	-
FullerThaler Behavioral Sm-Cp Eq R6	2.56M	3.10%	218.10K
Fidelity Low-Priced Stock	2.52M	3.08%	-1.19K
iShares Core S&P Mid-Cap ETF	2.48M	3.03%	1.34K
Vanguard Total Stock Mkt Idx Inv	2.45M	3.00%	-10.28K
Vanguard Small Cap Index	2.01M	2.46%	3.95K
iShares Select Dividend ETF	1.83M	2.23%	-613.00
Vanguard Small Cap Value Index Inv	1.36M	1.66%	-468.00
Vanguard Institutional Extnd Mkt Idx Tr	1.18M	1.44%	-6.45K
Invesco S&P MidCap Quality ETF	719.86K	0.88%	625.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 19, 2024	Uhlman Paul A	Vice President	Sell	$261.20K
Nov 19, 2024	Nusseibeh Saker Anwar	CEO, Hermes Fund Managers Ltd.	Sell	$184.30K
Nov 19, 2024	Novak Richard A	Principal Accounting Officer	Sell	$56.52K
Nov 19, 2024	Germain Peter J	EVP, CLO & Sec.	Sell	$203.58K
Nov 19, 2024	Van Meter Stephen	VP, Chief Compliance Officer	Sell	$47.58K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	11
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 80.36%, followed by 3.50% insiders and 16.14% retail investors. The average institutional ownership in Federated Hermes's industry, Asset Management Stocks, is 41.71%, 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools