Federated Hermes Ownership | Who Owns Federated Hermes?

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Federated Hermes Ownership Summary

Federated Hermes is owned by 82.46% institutional investors, 3.62% insiders, and 13.91% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.88% of FHI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.13% of its assets in Federated Hermes shares.

FHI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Federated Hermes	82.46%	3.62%	13.91%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Asset Management Stocks	33.12%	8.74%	58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	8.56M	10.88%	$351.92M
Vanguard group	8.50M	10.80%	$349.24M
Blackrock	8.43M	10.45%	$277.33M
Fmr	5.92M	7.52%	$243.37M
Aqr capital management	2.56M	3.25%	$105.16M
Dimensional fund advisors lp	2.35M	2.99%	$96.61M
Invesco	2.23M	2.83%	$91.70M
State street	1.96M	2.51%	$80.69M
Fuller & thaler asset management	1.89M	2.40%	$77.63M
Geode capital management	1.28M	1.63%	$52.73M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Factorial partners	160.24K	3.78%	$6.59M
Phase 2 partners	109.98K	3.39%	$4.52M
Continental advisors	177.86K	3.37%	$7.31M
Foundation resource management	415.58K	2.85%	$17.08M
Hourglass capital	184.41K	2.09%	$7.58M
Murphy pohlad asset management	82.35K	1.46%	$3.39M
Sprott	564.13K	1.38%	$23.19M
Dean capital management	70.06K	1.23%	$2.88M
Taylor frigon capital management	43.90K	0.91%	$1.80M
Alpha omega wealth management	116.70K	0.91%	$4.80M

Top Buyers

Holder	Shares	% Assets	Change
Acadian asset management	600.37K	0.07%	600.37K
Bank of new york mellon	1.28M	0.01%	446.68K
Ubs group	809.47K	0.01%	429.86K
Blackrock funding, inc. /de	8.56M	0.01%	351.21K
Lsv asset management	870.78K	0.08%	283.30K

Top Sellers

Holder	Shares	% Assets	Change
Balyasny asset management	-	-	-874.93K
Wellington management group llp	424.05K	0.00%	-643.83K
Millennium management	525.38K	0.01%	-539.90K
Bank of montreal /can/	8.64K	0.00%	-315.97K
Azora capital lp	-	-	-299.44K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	258.80K	0.00%	258.80K	$10.64M
Brandywine global investment management	166.40K	0.05%	166.40K	$6.84M
Phase 2 partners	109.98K	3.39%	109.98K	$4.52M
Winton group	101.07K	0.28%	101.07K	$4.16B
Raymond james financial	81.91K	0.00%	81.91K	$3.37M

Sold Out

Holder	Change
Financial gravity asset management	-2.00
Toronto dominion bank	-2.00
Tfo-tdc	-6.00
Claris advisors, llc / mo /	-8.00
Point72 (difc)	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	321	8.45%	64,568,199	1.88%	82	1.27%	166	37.19%	104	-14.75%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.54M	3.13%	830.00
Fidelity Low-Priced Stock	2.49M	3.07%	-
Vanguard US Total Market Shares ETF	2.46M	3.04%	-140.76K
Vanguard Total Stock Mkt Idx Inv	2.46M	3.02%	1.44K
Schwab US Dividend Equity ETF™	2.15M	2.66%	1.68K
Vanguard Small Cap Index	1.98M	2.44%	1.62K
iShares Select Dividend ETF	1.83M	2.25%	10.05K
FullerThaler Behavioral Small-Cap Equity	1.79M	2.21%	64.40K
FullerThaler Behavioral Sm-Cp Eq R6	1.79M	2.21%	64.40K
Vanguard Small Cap Value Index Inv	1.31M	1.61%	-4.39K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 04, 2025	Van Meter Stephen	VP, Chief Compliance Officer	Sell	$15.32K
Mar 04, 2025	Van Meter Stephen	VP, Chief Compliance Officer	Sell	$967.38
Feb 07, 2025	Nusseibeh Saker Anwar	CEO, Federated Hermes Limited	Sell	$215.22K
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	3
2024 Q4	-	11
2024 Q3	-	2
2024 Q2	-	4
2024 Q1	-	7

FHI Ownership FAQ

Who Owns Federated Hermes?

Federated Hermes shareholders are primarily institutional investors at 82.46%, followed by 3.62% insiders and 13.92% retail investors. The average institutional ownership in Federated Hermes's industry, Asset Management Stocks, is 33.12%, which Federated Hermes exceeds.

Who owns the most shares of Federated Hermes?

Federated Hermes’s largest shareholders are Blackrock funding, inc. /de (8.56M shares, 10.88%), Vanguard group (8.5M shares, 10.80%), and Blackrock (8.43M shares, 10.45%). Together, they hold 32.12% 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?

Factorial partners is Federated Hermes’s biggest shareholder by percentage of total assets invested, with 3.78% of its assets in 160.24K Federated Hermes shares, valued at 6.59M$.

Who is the top mutual fund holder of Federated Hermes shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Federated Hermes shares, with 3.13% of its total shares outstanding invested in 2.54M Federated Hermes shares.

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