FHI Institutional Ownership
Who owns Federated Hermes, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 394 funds reported holding FHI at Jun 30, 2026.
- ●169 buying vs 192 selling
- ▲Shares held by funds +1.5%
- ▼Funds holding -9
- ●Superinvestors: 2 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 394 | 403 | −2.2% |
| In funds' top 10 | 2 | 3 | −33.3% |
| 13F shares | 66.5M | 65.5M | +1.5% |
| Held by funds | – | – | – |
| New positions | 42 | 60 | −30.0% |
| Increased | 127 | 142 | −10.6% |
| Reduced | 143 | 126 | +13.5% |
| Sold out | 49 | 39 | +25.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in FHI
All superinvestors →Who owns FHI
share of fund held shares- Index and passive funds40.5%
- Active managers and hedge funds49.8%
- Banks and brokers8.0%
- Pensions, insurers and other1.7%
The top 10 holders own 52.7% of all FHI shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
101 funds changed their position- Y-Intercept (Hong Kong) LtdNew+75K sh
- BI Asset Management Fondsmaeglerselskab A/SAdded+75K sh
- Schneider Downs Wealth Management Advisors, LPTrimmed−44K sh
- Vest Financial, LLCSold out−33K sh
- Hourglass Capital, LLCTrimmed−27K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 6M | $334M | +120K |
| 2 | Fmr LLC | – | 4.7M | $258M | +78K |
| 3 | Vanguard Portfolio Management LLC | – | 4.4M | $243M | −207K |
| 4 | Schneider Downs Wealth Management Advisors, LP | – | 3.6M | $196M | +824K |
| 5 | Vanguard Capital Management LLC | – | 3.2M | $176M | −36K |
| 6 | Lsv Asset Management | – | 2.9M | $158M | −15K |
| 7 | Fuller & Thaler Asset Management, Inc. | – | 2.7M | $147M | +22K |
| 8 | Charles Schwab Investment Management Inc | – | 2.6M | $146M | +143K |
| 9 | Invesco Ltd. | – | 2.5M | $139M | +299K |
| 10 | AQR Capital Management LLC | – | 2.5M | $136M | −123K |
- Citadel Advisors LLC+951K sh+$52.5M
- Schneider Downs Wealth Management Advisors, LP+824K sh+$45.5M
- First Trust Advisors LP+582K sh+$32.1M
- Goldman Sachs Group Inc+366K sh+$20.2M
- Arrowstreet Capital, Limited Partnership+360K sh+$19.9M
- Woodline Partners LP+313K sh+$17.3M
- Invesco Ltd.+299K sh+$16.5M
- Charles Schwab Investment Management Inc+143K sh+$7.9M
- Man Group plc−422K sh−$23.3M
- Two Sigma Investments, LP−348K sh−$19.2M
- Janney Montgomery Scott LLC−255K sh−$14.1M
- Vanguard Portfolio Management LLC−207K sh−$11.4M
- Qube Research & Technologies Ltd−179K sh−$9.9M
- Robeco Institutional Asset Management B.V.−172K sh−$9.5M
- Jacobs Levy Equity Management, Inc−163K sh−$9M
- Factorial Partners, LLC−153K sh−$8.7M
FHI institutional ownership FAQ
Who owns the most FHI stock?
In Q2 2026 13F filings the largest holder of FHI was BlackRock, Inc., followed by Fmr LLC and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of FHI is owned by institutions?
394 funds reported holding 66.5M FHI shares at Jun 30, 2026.
Are hedge funds buying FHI?
In Q2 2026, 169 funds bought FHI (42 of them new positions) and 192 sold (49 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for FHI is neutral.
What is FHI's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this FHI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.



