Federated Hermes Ownership | Who Owns Federated Hermes?

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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. 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	80.36%	3.50%	16.14%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Asset Management Stocks	41.88%	9.11%	49.01%

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
Foundation resource management	415.58K	2.85%	$17.08M
Continental advisors	184.97K	2.67%	$6.08M
Boxwood ventures	47.27K	2.50%	$1.55M
Dean capital management	47.70K	2.02%	$1.57M
Hourglass capital	194.62K	1.90%	$6.40M
Murphy pohlad asset management	82.35K	1.46%	$3.39M
Sprott	590.24K	1.44%	$19.41M
Alpha omega wealth management	116.70K	0.91%	$4.80M

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
Fuller & thaler asset management	2.70M	0.38%	225.64K
Vanguard group	8.80M	0.01%	224.19K

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
iShares Core S&P Mid-Cap ETF	2.56M	3.13%	8.48K
Fidelity Low-Priced Stock	2.49M	3.05%	-23.45K
Vanguard Total Stock Mkt Idx Inv	2.45M	2.99%	2.78K
Vanguard Small Cap Index	1.98M	2.42%	-43.69K
iShares Select Dividend ETF	1.86M	2.28%	6.72K
FullerThaler Behavioral Sm-Cp Eq R6	1.73M	2.11%	-831.00K
FullerThaler Behavioral Small-Cap Equity	1.73M	2.11%	-831.00K
Vanguard Small Cap Value Index Inv	1.31M	1.61%	-55.64K
Vanguard Institutional Extnd Mkt Idx Tr	1.18M	1.45%	1.78K
Vanguard Strategic Equity Inv	710.12K	0.87%	-

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 41.88%, 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?

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 2.56M Federated Hermes shares.

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