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Federated Hermes, Inc. · 13F filings

FHI Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

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.

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Fund sentiment
Neutral
Strongly bearishNeutralStrongly bullish
  • ●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 holding394−9 vs Q1 2026
Held by funds–of shares outstanding
Value held$3.7B66.5M shares
Put/call ratio–market makers left out

Funds holding and ownership

8 quarters
Q3 2024: 295 fundsQ3 '24Q4 2024: 329 fundsQ4 '24Q1 2025: 322 fundsQ1 '25Q2 2025: 364 fundsQ2 '25Q3 2025: 372 fundsQ3 '25Q4 2025: 385 fundsQ4 '25Q1 2026: 403 fundsQ1 '26Q2 2026: 394 fundsQ2 '26
Funds holding

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding394403−2.2%
In funds' top 1023−33.3%
13F shares66.5M65.5M+1.5%
Held by funds–––
New positions4260−30.0%
Increased127142−10.6%
Reduced143126+13.5%
Sold out4939+25.6%
Calls (shares)00–
Puts (shares)00–
Put/call ratio–––

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 158 buyingQ4 2024: 133 sellingQ4 '24Q1 2025: 167 buyingQ1 2025: 157 sellingQ1 '25Q2 2025: 197 buyingQ2 2025: 147 sellingQ2 '25Q3 2025: 166 buyingQ3 2025: 180 sellingQ3 '25Q4 2025: 173 buyingQ4 2025: 168 sellingQ4 '25Q1 2026: 202 buyingQ1 2026: 165 sellingQ1 '26Q2 2026: 169 buyingQ2 2026: 192 sellingQ2 '26
Buying 169Selling 192latest quarter

Superinvestors 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 out
1.00Q1 2025: 1.44Q1 '25Q2 2025: 0.19Q2 '25Q3 2025: 0.05Q3 '250.05

Above 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

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1BlackRock, Inc.–6M$334M+120K
2Fmr LLC–4.7M$258M+78K
3Vanguard Portfolio Management LLC–4.4M$243M−207K
4Schneider Downs Wealth Management Advisors, LP–3.6M$196M+824K
5Vanguard Capital Management LLC–3.2M$176M−36K
6Lsv Asset Management–2.9M$158M−15K
7Fuller & Thaler Asset Management, Inc.–2.7M$147M+22K
8Charles Schwab Investment Management Inc–2.6M$146M+143K
9Invesco Ltd.–2.5M$139M+299K
10AQR Capital Management LLC–2.5M$136M−123K
🔒 15 more top holders. Create a free account or sign in to see them.

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.