FEDERATED HERMES INC (FHI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
365
Reporting holders
$3.6B
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $333.7M | 6,043,914 | 0.00% | 8q | +2.0%+$6.6M |
| FMR LLC | $257.5M | 4,663,900 | 0.01% | 31q | +1.7%+$4.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $242.8M | 4,397,255 | 0.01% | 2q | -4.5%-$11.4M |
| Schneider Downs Wealth Management Advisors, LP | $196.1M | 3,551,578 | 18.43% | 31q | +30.2%+$45.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $176.4M | 3,194,537 | 0.00% | 2q | -1.1%-$2.0M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $147.4M | 2,670,077 | 0.40% | 31q | +0.8%+$1.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $146.2M | 2,646,942 | 0.02% | 31q | +5.7%+$7.9M |
| Sixth Street Partners Management Company, L.P. | $146.2M | 2,646,942 | 0.02% | new | NEW |
| Invesco Ltd. | $139.3M | 2,523,070 | 0.01% | 31q | +13.4%+$16.5M |
| AQR CAPITAL MANAGEMENT LLC | $135.9M | 2,460,945 | 0.05% | 31q | -4.7%-$6.8M |
| DIMENSIONAL FUND ADVISORS LP | $125.1M | 2,265,174 | 0.02% | 31q | +0.8%+$937.4K |
| STATE STREET CORP | $102.3M | 1,852,289 | 0.00% | 31q | +2.7%+$2.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $93.5M | 1,692,774 | 0.00% | 31q | +4.2%+$3.7M |
| Allianz Asset Management GmbH | $83.1M | 1,488,681 | 0.07% | 28q | +0.5%+$435.0K |
| FIRST TRUST ADVISORS LP | $66.2M | 1,198,348 | 0.04% | 31q | +94.3%+$32.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $64.8M | 1,174,179 | 0.03% | 16q | +44.2%+$19.9M |
| VICTORY CAPITAL MANAGEMENT INC | $63.6M | 1,151,144 | 0.04% | 31q | -10.5%-$7.5M |
| Woodline Partners LP | $59.1M | 1,070,489 | 0.18% | 3q | +41.3%+$17.3M |
| CITADEL ADVISORS LLC | $54.3M | 982,725 | 0.01% | 31q | +2992.1%+$52.5M |
| GOLDMAN SACHS GROUP INC | $48.5M | 879,173 | 0.00% | 31q | +71.3%+$20.2M |
| MORGAN STANLEY | $48.0M | 869,406 | 0.00% | 35q | +17.0%+$7.0M |
| Bank of New York Mellon Corp | $34.1M | 617,795 | 0.01% | 31q | -5.6%-$2.0M |
| JUPITER ASSET MANAGEMENT LTD | $32.2M | 582,453 | 0.16% | 5q | -0.7%-$234.9K |
| ALLIANCEBERNSTEIN L.P. | $30.9M | 545,421 | 0.01% | 31q | +6.4%+$1.9M |
| SPROTT INC. | $28.4M | 513,885 | 0.90% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $27.7M | 501,732 | 0.02% | 5q | +197.0%+$18.4M |
| Kestra Advisory Services, LLC | $26.1M | 472,377 | 0.08% | 3q | -2.7%-$737.2K |
| BANK OF AMERICA CORP /DE/ | $25.4M | 460,623 | 0.00% | 31q | +5.7%+$1.4M |
| NORTHERN TRUST CORP | $24.9M | 451,025 | 0.00% | 31q | -3.9%-$1.0M |
| VANGUARD FIDUCIARY TRUST CO | $24.8M | 448,455 | 0.01% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $24.2M | 438,986 | 0.00% | 31q | -54.1%-$28.5M |
| FOUNDATION RESOURCE MANAGEMENT INC | $21.0M | 380,117 | 2.44% | 31q | -1.8%-$379.3K |
| HighTower Advisors, LLC | $20.8M | 376,842 | 0.02% | 31q | -7.1%-$1.6M |
| RENAISSANCE TECHNOLOGIES LLC | $18.2M | 329,300 | 0.03% | 12q | +11.2%+$1.8M |
| ROYCE & ASSOCIATES LP | $16.8M | 304,719 | 0.14% | 31q | HELD |
| UBS Group AG | $16.7M | 302,296 | 0.00% | 31q | -22.2%-$4.8M |
| ALPS ADVISORS INC | $15.1M | 273,295 | 0.07% | 12q | +3.0%+$439.4K |
| JPMORGAN CHASE & CO | $14.6M | 255,507 | 0.00% | 31q | -24.2%-$4.7M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.6M | 246,370 | 0.04% | 24q | +1.8%+$240.2K |
| RITHOLTZ WEALTH MANAGEMENT | $12.5M | 225,584 | 0.09% | 6q | +117.2%+$6.7M |
| FRANKLIN RESOURCES INC | $11.5M | 207,748 | 0.00% | 7q | -6.5%-$796.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $10.6M | 191,661 | 0.05% | 16q | +8.8%+$858.1K |
| AMERICAN CENTURY COMPANIES INC | $9.3M | 168,152 | 0.00% | 22q | +32.7%+$2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $9.2M | 167,187 | 0.01% | 7q | -5.1%-$499.7K |
| PRINCIPAL FINANCIAL GROUP INC | $9.0M | 163,650 | 0.00% | 31q | HELD |
| Cambria Investment Management, L.P. | $9.0M | 162,173 | 0.44% | 23q | +3.5%+$303.5K |
| Interval Partners, LP | $8.8M | 159,332 | 0.23% | 21q | +144.2%+$5.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $8.8M | 155,298 | 0.01% | 31q | +2.1%+$180.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.2M | 148,924 | 0.00% | 26q | -3.0%-$256.5K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $8.1M | 147,056 | 0.01% | 5q | -3.9%-$325.9K |
| Swiss National Bank | $8.0M | 144,517 | 0.00% | 31q | -0.6%-$44.2K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $7.5M | 136,051 | 0.14% | 3q | +118.3%+$4.1M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7.2M | 130,478 | 0.02% | 23q | -8.0%-$628.6K |
| RHUMBLINE ADVISERS | $7.0M | 126,764 | 0.01% | 31q | -1.0%-$73.3K |
| LPL Financial LLC | $6.9M | 125,845 | 0.00% | 14q | +7.3%+$474.1K |
| Clark Capital Management Group, Inc. | $6.9M | 124,449 | 0.04% | 4q | +8.8%+$553.9K |
| Kendall Capital Management | $6.7M | 122,110 | 1.12% | 22q | +26.7%+$1.4M |
| HUNTINGTON NATIONAL BANK | $6.6M | 119,144 | 0.03% | 2q | -4.9%-$340.0K |
| CONTINENTAL ADVISORS LLC | $6.2M | 112,359 | 2.62% | 31q | -3.4%-$220.9K |
| Ruffer LLP | $6.2M | 111,652 | 0.22% | 4q | +34.7%+$1.6M |
| Qube Research & Technologies Ltd | $6.0M | 108,974 | 0.01% | 7q | -62.1%-$9.9M |
| Legal & General Group Plc | $5.8M | 104,305 | 0.00% | 31q | -2.8%-$166.9K |
| BURNEY CO/ | $5.7M | 102,363 | 0.15% | 6q | -19.2%-$1.3M |
| Vident Advisory, LLC | $5.6M | 101,416 | 0.04% | 12q | +5.5%+$289.6K |
| Corient Private Wealth LP | $5.6M | 100,628 | 0.00% | 9q | -1.9%-$105.4K |
| TWO SIGMA INVESTMENTS, LP | $5.3M | 96,168 | 0.00% | 16q | -78.3%-$19.2M |
| FIRST NATIONAL BANK OF OMAHA | $5.3M | 93,036 | 0.15% | 3q | -5.3%-$294.6K |
| GAMCO INVESTORS, INC. ET AL | $5.1M | 91,571 | 0.05% | 31q | HELD |
| Alpha Omega Wealth Management LLC | $5.0M | 90,469 | 0.76% | 28q | -2.1%-$106.1K |
| VISTA INVESTMENT PARTNERS LLC | $4.7M | 85,511 | 1.19% | 2q | -2.5%-$122.5K |
| CONGRESS ASSET MANAGEMENT CO | $4.7M | 84,701 | 0.03% | 21q | +1.1%+$50.3K |
| GABELLI FUNDS LLC | $4.7M | 84,502 | 0.03% | 5q | HELD |
| ExodusPoint Capital Management, LP | $4.4M | 80,179 | 0.03% | 16q | +62.2%+$1.7M |
| LAZARD ASSET MANAGEMENT LLC | $4.4M | 79,990 | 0.01% | 7q | -1.4%-$60.6K |
| Man Group plc | $4.3M | 77,566 | 0.01% | 31q | -84.5%-$23.3M |
| Brevan Howard Capital Management LP | $4.3M | 77,406 | 0.03% | 11q | +706.0%+$3.7M |
| RAYMOND JAMES FINANCIAL INC | $4.2M | 76,902 | 0.00% | 7q | +20.0%+$707.4K |
| Retirement Systems of Alabama | $4.1M | 74,905 | 0.01% | 31q | -17.3%-$866.6K |
| Cerity Partners LLC | $4.0M | 71,726 | 0.00% | 7q | +31.3%+$945.0K |
| HOURGLASS CAPITAL, LLC | $4.0M | 71,600 | 0.41% | 31q | +93.3%+$1.9M |
| ROYAL BANK OF CANADA | $3.8M | 69,421 | 0.00% | 31q | +61.1%+$1.5M |
| Murphy Pohlad Asset Management LLC | $3.7M | 66,721 | 1.28% | 31q | -1.1%-$40.0K |
| TD Asset Management Inc | $3.5M | 62,800 | 0.00% | 5q | +3.0%+$99.4K |
| Creative Planning | $3.4M | 62,147 | 0.00% | 24q | +27.8%+$745.6K |
| SEI INVESTMENTS CO | $3.4M | 61,854 | 0.00% | 31q | -10.1%-$382.7K |
| Russell Investments Group, Ltd. | $3.4M | 61,750 | 0.00% | 31q | -28.5%-$1.4M |
| Mirae Asset Global Investments Co., Ltd. | $3.3M | 60,520 | 0.00% | 6q | -41.5%-$2.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $3.2M | 58,100 | 0.00% | 3q | HELD |
| VISTA INVESTMENT PARTNERS II, LLC | $3.0M | 54,470 | 1.18% | 2q | -0.6%-$19.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.9M | 51,665 | 0.00% | 31q | -1.9%-$56.5K |
| MALTESE CAPITAL MANAGEMENT LLC | $2.8M | 50,400 | 0.51% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.8M | 50,075 | 0.00% | 2q | HELD |
| CREDIT AGRICOLE S A | $2.8M | 50,000 | 0.01% | 2q | HELD |
| Inspire Investing, LLC | $2.8M | 49,928 | 0.11% | 5q | HELD |
| QRG CAPITAL MANAGEMENT, INC. | $2.7M | 49,107 | 0.02% | 2q | +15.1%+$354.7K |
| Robeco Institutional Asset Management B.V. | $2.7M | 48,401 | 0.00% | 6q | -78.1%-$9.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $2.5M | 46,136 | 0.00% | 3q | +271.1%+$1.9M |
| Fulcrum Asset Management LLP | $2.5M | 45,078 | 0.25% | new | NEW |
| KLP KAPITALFORVALTNING AS | $2.5M | 44,700 | 0.01% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.4M | 43,788 | 0.00% | 31q | -1.0%-$23.5K |
Showing the largest 100 of 391 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 365 | $3.6B | 65,594,925 | 44 | 114 | 123 | 0.0% |
| Q1 2026 | 370 | $3.5B | 61,734,721 | 57 | 123 | 111 | 0.0% |
| Q4 2025 | 353 | $3.5B | 66,937,575 | 39 | 116 | 112 | 0.0% |
| Q3 2025 | 339 | $3.4B | 64,531,763 | 48 | 96 | 123 | 0.2% |
| Q2 2025 | 329 | $2.7B | 61,960,647 | 66 | 111 | 101 | 0.1% |
| Q1 2025 | 293 | $2.4B | 60,008,527 | 51 | 96 | 89 | 0.1% |
| Q4 2024 | 296 | $2.5B | 61,742,067 | 46 | 95 | 86 | 0.1% |
| Q3 2024 | 261 | $2.2B | 61,440,405 | 28 | 67 | 107 | 0.1% |
| Q2 2024 | 278 | $2.0B | 62,358,101 | 28 | 116 | 88 | 0.1% |
| Q1 2024 | 282 | $2.3B | 65,212,599 | 28 | 97 | 99 | 0.1% |
| Q4 2023 | 281 | $2.1B | 61,911,090 | 32 | 101 | 83 | 0.1% |
| Q3 2023 | 262 | $2.1B | 60,663,466 | 25 | 93 | 88 | 0.2% |
| Q2 2023 | 294 | $2.2B | 61,183,139 | 56 | 76 | 106 | 0.1% |
| Q1 2023 | 266 | $2.8B | 68,469,973 | 38 | 93 | 88 | 0.4% |
| Q4 2022 | 243 | $2.1B | 57,653,830 | 41 | 73 | 78 | 0.1% |
| Q3 2022 | 279 | $2.3B | 70,396,461 | 42 | 79 | 102 | 0.1% |
| Q2 2022 | 258 | $2.3B | 73,010,094 | 29 | 62 | 114 | 0.1% |
| Q1 2022 | 261 | $2.6B | 76,075,365 | 29 | 81 | 90 | 0.2% |
| Q4 2021 | 261 | $2.9B | 77,457,475 | 24 | 71 | 93 | 0.3% |
| Q3 2021 | 250 | $2.6B | 79,164,839 | 16 | 75 | 91 | 0.2% |
| Q2 2021 | 266 | $2.7B | 79,468,276 | 32 | 78 | 109 | 0.2% |
| Q1 2021 | 287 | $2.5B | 78,296,359 | 29 | 114 | 91 | 0.3% |
| Q4 2020 | 292 | $2.3B | 79,385,370 | 42 | 75 | 117 | 0.4% |
| Q3 2020 | 278 | $1.7B | 80,016,484 | 30 | 90 | 109 | 0.5% |
| Q2 2020 | 275 | $1.9B | 80,522,524 | 38 | 89 | 95 | 0.3% |
| Q1 2020 | 267 | $1.6B | 83,575,338 | 35 | 93 | 80 | 0.1% |
| Q4 2019 | 312 | $2.7B | 84,513,005 | 37 | 96 | 106 | 0.1% |
| Q3 2019 | 305 | $2.7B | 84,630,724 | 51 | 70 | 104 | 0.2% |
| Q2 2019 | 288 | $2.8B | 85,254,124 | 34 | 73 | 107 | 0.2% |
| Q1 2019 | 286 | $2.5B | 85,348,194 | 41 | 90 | 95 | 0.2% |
| Q4 2018 | 282 | $2.4B | 89,299,825 | 5 | 5 | 2 | 0.2% |