DaveManuel.com · Institutional Ownership · Who Owns It
FEDERATED HERMES INC (FHI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
395
Reporting holders
$3.7B
Reported value
0.0%
Calls
0.0%
Puts
-7
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| LSV ASSET MANAGEMENT | $158.3M | 2,867,028 | 0.29% | 9q | -0.5%-$839.4K |
| 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 |
| 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 | $84.8M | 1,534,938 | 0.07% | 28q | +3.6%+$3.0M |
| 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 |
| 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 | -8.1%-$2.1M |
| Vestcor Inc | $22.0M | 397,871 | 0.54% | 15q | -12.0%-$3.0M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $13.9M | 250,866 | 0.02% | 5q | +48.5%+$4.5M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.6M | 246,370 | 0.04% | 24q | +1.8%+$240.2K |
| 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 |
| BI Asset Management Fondsmaeglerselskab A/S | $6.5M | 117,639 | 0.05% | 5q | -18.7%-$1.5M |
| RITHOLTZ WEALTH MANAGEMENT | $6.2M | 112,792 | 0.09% | 6q | +8.6%+$494.3K |
| 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 |
| 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 |
| Janney Montgomery Scott LLC | $4.5M | 82,196 | 0.01% | 4q | -75.6%-$14.1M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.5M | 81,866 | 0.00% | 31q | -7.9%-$389.9K |
| 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 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $4.3M | 78,570 | 0.01% | 31q | -10.8%-$523.3K |
| 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 |
| 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 | +17.0%+$485.8K |
| 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 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $2.8M | 51,300 | 0.02% | 5q | -10.5%-$331.3K |
| MALTESE CAPITAL MANAGEMENT LLC | $2.8M | 50,400 | 0.51% | new | NEW |
| Corient Private Wealth LP | $2.8M | 50,256 | 0.00% | 9q | -51.0%-$2.9M |
| 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 |
| CANADA LIFE ASSURANCE Co | $2.7M | 49,710 | 0.00% | 31q | -3.9%-$112.0K |
Showing the largest 100 of 396 reported holders. The count of 395 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-08 | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | Sold | 8,950 | $513.2K |
| 2026-08-04 | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | Sold | 7,030 | $451.6K ×2 |
| 2026-06-16 | Uhlman Paul A | Vice President | Sold | 6,145 | $360.5K |
| 2026-08-20 | Germain Peter J | EVP, CLO & Sec. | Sold | 5,000 | $315.9K |
| 2026-05-15 | Germain Peter J | EVP, CLO & Sec. | Sold | 5,000 | $271.5K |
| 2026-06-23 | Van Meter Stephen | VP, Chief Compliance Officer | Sold | 1,682 | $100.3K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 110 | $329.8M | 5,851,141 | 14 | 28 | 33 | 0.0% |
| Q2 2026 | 395 | $3.7B | 66,522,225 | 43 | 122 | 137 | 0.0% |
| Q1 2026 | 402 | $3.7B | 65,531,247 | 59 | 133 | 120 | 0.0% |
| Q4 2025 | 388 | $3.7B | 71,180,328 | 42 | 125 | 120 | 0.0% |
| Q3 2025 | 374 | $3.6B | 68,498,862 | 54 | 108 | 130 | 0.2% |
| Q2 2025 | 365 | $2.9B | 65,501,484 | 74 | 121 | 115 | 0.1% |
| Q1 2025 | 324 | $2.5B | 62,422,644 | 56 | 106 | 100 | 0.1% |
| Q4 2024 | 329 | $2.7B | 64,832,062 | 51 | 107 | 95 | 0.1% |
| Q3 2024 | 295 | $2.3B | 63,620,914 | 33 | 79 | 115 | 0.1% |
| Q2 2024 | 311 | $2.1B | 64,811,103 | 32 | 124 | 99 | 0.1% |
| Q1 2024 | 319 | $2.4B | 67,785,424 | 30 | 108 | 113 | 0.1% |
| Q4 2023 | 322 | $2.2B | 66,092,162 | 34 | 110 | 100 | 0.1% |
| Q3 2023 | 308 | $2.2B | 66,203,295 | 32 | 103 | 103 | 0.2% |
| Q2 2023 | 340 | $2.4B | 67,773,921 | 65 | 91 | 122 | 0.1% |
| Q1 2023 | 317 | $3.1B | 76,428,671 | 43 | 110 | 107 | 0.4% |
| Q4 2022 | 312 | $2.6B | 70,465,878 | 55 | 86 | 107 | 0.1% |
| Q3 2022 | 272 | $2.8B | 85,587,131 | 42 | 78 | 97 | 0.1% |
| Q2 2022 | 252 | $2.8B | 87,044,857 | 29 | 63 | 109 | 0.1% |
| Q1 2022 | 255 | $2.8B | 82,849,003 | 28 | 79 | 87 | 0.2% |
| Q4 2021 | 258 | $4.4B | 116,391,541 | 24 | 70 | 91 | 0.2% |
| Q3 2021 | 247 | $3.9B | 120,247,308 | 16 | 75 | 89 | 0.2% |
| Q2 2021 | 263 | $4.2B | 124,026,430 | 32 | 76 | 108 | 0.1% |
| Q1 2021 | 282 | $3.8B | 120,020,124 | 28 | 112 | 89 | 0.2% |
| Q4 2020 | 289 | $3.6B | 123,309,711 | 42 | 74 | 115 | 0.2% |
| Q3 2020 | 273 | $2.7B | 126,433,624 | 29 | 88 | 108 | 0.3% |
| Q2 2020 | 270 | $3.0B | 127,275,308 | 38 | 87 | 93 | 0.2% |
| Q1 2020 | 265 | $4.4B | 231,732,527 | 34 | 92 | 80 | 0.0% |
| Q4 2019 | 309 | $4.5B | 139,235,330 | 36 | 95 | 105 | 0.0% |
| Q3 2019 | 302 | $4.7B | 144,075,888 | 51 | 68 | 103 | 0.1% |
| Q2 2019 | 285 | $4.8B | 145,397,760 | 34 | 71 | 106 | 0.1% |
| Q1 2019 | 283 | $4.3B | 145,388,095 | 41 | 88 | 95 | 0.1% |
| Q4 2018 | 279 | $6.5B | 246,368,287 | 5 | 5 | 1 | 0.1% |