Who Owns Federated Hermes Stock?
NYSE: FHIFinanceInvestment ManagersUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 93.31%
- Held by insiders
- 3.89%
- Institutional holders
- 539
- Institutions 93.3%
- Insiders 3.9%
- Public and other 2.8%
Who owns Federated Hermes stock?
Institutional investors own about 93.3% of Federated Hermes's shares, spread across 539 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.89% of FHI.
The largest institutional holders are Blackrock Inc. (8.10%), FMR, LLC (6.25%) and Vanguard Portfolio Management LLC (5.89%). Together, the top 10 institutions control 46.9% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their FHI positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FHI
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 6.04M | 8.10% | +2.0% |
| FMR, LLC | 4.66M | 6.25% | +1.7% |
| Vanguard Portfolio Management LLC | 4.40M | 5.89% | -4.5% |
| Schneider Downs Wealth Management Advisors, LP | 3.55M | 4.76% | +30.2% |
| Vanguard Capital Management LLC | 3.19M | 4.28% | -1.1% |
| LSV Asset Management | 2.87M | 3.84% | -0.5% |
| Fuller & Thaler Asset Management Inc. | 2.67M | 3.58% | +0.8% |
| Charles Schwab Investment Management, Inc. | 2.65M | 3.55% | +5.7% |
| Invesco Ltd. | 2.52M | 3.38% | +13.4% |
| AQR Capital Management, LLC | 2.46M | 3.30% | -4.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FHI
| Fund | Shares | % Held |
|---|---|---|
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 2.55M | 3.42% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 2.53M | 3.40% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.29M | 3.07% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | 2.09M | 2.80% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | 1.77M | 2.36% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.65M | 2.22% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.05M | 1.40% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | 903.51K | 1.21% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 829.60K | 1.11% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | 775.00K | 1.04% |
Frequently asked questions
Who is the largest shareholder of Federated Hermes?
Blackrock Inc. is the largest institutional shareholder of FHI, owning 8.10% of shares outstanding (6.04M shares) as of its latest 13F filing.
What percentage of Federated Hermes is owned by institutions?
Institutions own about 93.3% of FHI shares and 97.1% of the public float.
How much of Federated Hermes do insiders own?
Insiders, such as officers and directors, own about 3.89% of FHI shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.