FEDERATED HERMES INC FHI
$56.60
+2.3% 52w: $41.34 – $60.04
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data41.3450.6960.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
398
+15 QoQ
13F value
$3.71B
+0.1% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$408K calls / — puts
Institutional value by quarter
Number of holders
Who owns FHI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 5.9M | $336.0M | 0.0% | +4.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 4.6M | $261.1M | 0.0% | — |
| FMR LLC | Long only active | 4.6M | $260.0M | 0.0% | -7.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.2M | $183.2M | 0.0% | — |
| LSV ASSET MANAGEMENT | Other | 2.9M | $163.5M | 0.4% | -0.3% |
| Schneider Downs Wealth Management Advisors, LP | Wealth advisor | 2.7M | $154.7M | 17.1% | +2.4% |
| FULLER & THALER ASSET MANAGEMENT, INC. | Other | 2.6M | $150.2M | 0.5% | -52.5% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 2.6M | $146.2M | 0.1% | -14.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.5M | $142.0M | 0.0% | -17.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.2M | $127.5M | 0.0% | -2.6% |
| Invesco Ltd. | Index provider | 2.2M | $126.1M | 0.0% | -19.2% |
| STATE STREET CORP | Index provider | 1.8M | $102.3M | 0.0% | +0.2% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.6M | $92.2M | 0.0% | +15.3% |
| Allianz Asset Management GmbH | Diversified mechanical | 1.5M | $84.0M | 0.1% | +27.5% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 1.3M | $73.0M | 0.0% | -7.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 814.2K | $46.2M | 0.0% | -4.1% |
| Woodline Partners LP | Other | 757.6K | $43.0M | 0.2% | +148.0% |
| MORGAN STANLEY | Bank broker | 742.8K | $42.1M | 0.0% | -10.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 654.4K | $37.1M | 0.0% | -3.7% |
| FIRST TRUST ADVISORS LP | Index provider | 616.6K | $35.0M | 0.0% | +5.6% |
| JUPITER ASSET MANAGEMENT LTD | Other | 586.7K | $33.3M | 0.2% | -0.4% |
| SPROTT INC. ★2 | Fundamental diversified | 513.9K | $29.1M | 0.9% | +1.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 513.1K | $29.1M | 0.0% | -29.8% |
| Man Group plc | Quant stat arb | 499.4K | $28.3M | 0.1% | -3.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 485.7K | $27.5M | 0.1% | +6.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 477.8K | $27.1M | 0.0% | -2.0% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 512.7K | $26.7M | 0.0% | -5.5% |
| NORTHERN TRUST CORP | Index provider | 469.4K | $26.6M | 0.0% | +0.8% |
| Vestcor Inc | Diversified mechanical | 452.0K | $25.6M | 0.7% | +4.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 450.3K | $25.5M | 0.0% | — |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 443.9K | $25.2M | 0.0% | +15.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 435.9K | $24.7M | 0.0% | -22.8% |
| HighTower Advisors, LLC | Diversified mechanical | 405.5K | $23.0M | 0.0% | +0.4% |
| UBS Group AG | Bank broker | 388.5K | $22.0M | 0.0% | -60.5% |
| FOUNDATION RESOURCE MANAGEMENT INC ★3 | Fundamental concentrated | 387.0K | $21.9M | 2.5% | -2.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 337.3K | $19.1M | 0.0% | +34.6% |
| JPMORGAN CHASE & CO | Bank broker | 337.3K | $18.9M | 0.0% | +16.9% |
| ROYCE & ASSOCIATES LP | Other | 304.7K | $17.3M | 0.2% | Held |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 296.1K | $16.8M | 0.0% | -30.5% |
| Qube Research & Technologies Ltd | Quant stat arb | 287.7K | $16.3M | 0.0% | -63.2% |
| ALPS ADVISORS INC | Diversified mechanical | 265.3K | $15.0M | 0.1% | -4.5% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 242.0K | $13.7M | 0.0% | -0.6% |
| FRANKLIN RESOURCES INC | Long only active | 222.2K | $12.6M | 0.0% | +671.1% |
| Robeco Institutional Asset Management B.V. | Other | 220.7K | $12.5M | 0.0% | Held |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 200.9K | $11.4M | 0.0% | -4.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Diversified mechanical | 176.2K | $10.0M | 0.0% | -16.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 176.1K | $10.0M | 0.1% | +23.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 168.9K | $9.6M | 0.0% | +1783.4% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 162.9K | $9.2M | 0.0% | +3.9% |
| Cambria Investment Management, L.P. | Other | 156.7K | $8.9M | 0.5% | -5.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding FHI
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD