FEDERATED HERMES, INC. - Class B Stock (FHI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Class B Stock
Symbol
FHI on NYSE
Shares outstanding
81,556,359
Price per share
$52.07
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
68,228,953
Total reported value
$3,543,142,125
% of total 13F portfolios
0.01%
Share change
+2,620,927
Value change
+$146,454,816
Number of holders
365
Price from insider filings
$52.07
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FEDERATED HERMES, INC. - Class B Stock (FHI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 6.4% $210,924,319 5,219,607 BlackRock, Inc. 31 Mar 2025

As of 30 Sep 2025, 365 institutional investors reported holding 68,228,953 shares of FEDERATED HERMES, INC. - Class B Stock (FHI). This represents 84% of the company’s total 81,556,359 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FEDERATED HERMES, INC. - Class B Stock (FHI) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 10% 8,475,049 -0.38% 0.01% $440,109,294
BlackRock, Inc. 6.9% 5,608,281 -1.8% 0.01% $291,238,015
FMR LLC 6.1% 4,945,024 -11% 0.01% $256,795,107
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.7% 3,019,712 -2.2% 0.03% $156,813,644
AQR CAPITAL MANAGEMENT LLC 3.7% 2,986,172 +0.24% 0.1% $155,071,917
Invesco Ltd. 3.6% 2,939,908 +30% 0.02% $152,669,422
FULLER & THALER ASSET MANAGEMENT, INC. 3.5% 2,817,754 -0% 0.5% $146,325,944
Schneider Downs Wealth Management Advisors, LP 3.3% 2,657,263 +3229% 16% $137,991,668
LSV ASSET MANAGEMENT 2.9% 2,401,001 +22% 0.28% $124,684,000
DIMENSIONAL FUND ADVISORS LP 2.8% 2,307,276 -0.3% 0.03% $119,816,271
STATE STREET CORP 2.3% 1,849,697 -2.3% 0% $96,054,765
GEODE CAPITAL MANAGEMENT, LLC 1.6% 1,335,868 -1.5% 0% $69,381,942
Allianz Asset Management GmbH 1.2% 1,008,221 +20% 0.06% $52,356,917
MORGAN STANLEY 1.1% 925,869 +19% 0% $48,080,432
UBS Group AG 1.1% 909,616 -33% 0.01% $47,236,360
Bank of New York Mellon Corp 0.99% 810,573 -18% 0.01% $42,093,051
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.99% 804,383 -5.7% 0.03% $41,771,609
VICTORY CAPITAL MANAGEMENT INC 0.96% 779,492 +2410% 0.03% $40,479,020
Qube Research & Technologies Ltd 0.96% 778,946 +28% 0.06% $40,450,666
ALLIANCEBERNSTEIN L.P. 0.78% 632,122 -25% 0.01% $32,826,095
BANK OF AMERICA CORP /DE/ 0.74% 605,809 +1.2% 0% $31,459,665
GOLDMAN SACHS GROUP INC 0.74% 602,196 -2.6% 0% $31,272,045
FIRST TRUST ADVISORS LP 0.67% 545,502 +263% 0.02% $28,327,918
RENAISSANCE TECHNOLOGIES LLC 0.66% 538,351 +46% 0.04% $27,956,567
JUPITER ASSET MANAGEMENT LTD 0.65% 527,368 +2427% 0.24% $27,386,220

Institutional Holders of FEDERATED HERMES, INC. - Class B Stock (FHI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 333,282 $17,362,415 +$4,282,634 $52.07 18
2025 Q3 68,228,953 $3,543,142,125 +$146,454,816 $51.93 365
2025 Q2 65,408,347 $2,898,945,523 +$138,258,610 $44.32 360
2025 Q1 62,413,925 $2,544,049,797 -$91,613,519 $40.77 320
2024 Q4 64,788,777 $2,663,135,796 +$46,518,123 $41.11 326
2024 Q3 63,367,776 $2,329,502,953 -$22,178,649 $36.77 293
2024 Q2 64,360,408 $2,114,921,704 +$7,659,703 $32.88 309
2024 Q1 64,035,571 $2,312,295,298 +$3,606,881 $36.12 313
2023 Q4 63,933,715 $2,163,496,520 -$79,192,436 $33.86 320
2023 Q3 66,203,188 $2,242,374,144 -$58,601,229 $33.87 306
2023 Q2 67,746,022 $2,430,044,630 -$203,255,210 $35.85 336
2023 Q1 73,254,950 $2,940,516,593 +$116,937,841 $40.14 315
2022 Q4 70,485,294 $2,559,857,373 +$9,808,001 $36.31 308
2022 Q3 70,379,073 $2,330,579,868 -$89,741,990 $33.12 270
2022 Q2 72,995,295 $2,320,480,281 -$89,993,112 $31.79 250
2022 Q1 76,044,111 $2,594,475,519 -$56,611,292 $34.06 251
2021 Q4 77,438,204 $2,910,911,826 -$59,458,782 $37.58 255
2021 Q3 79,161,526 $2,573,089,797 -$9,186,972 $32.50 245
2021 Q2 79,436,331 $2,693,083,397 +$46,121,134 $33.91 262
2021 Q1 78,296,012 $2,449,284,813 -$1,464,887 $31.30 282
2020 Q4 78,491,286 $2,267,040,135 -$43,466,761 $28.89 288
2020 Q3 84,552,656 $1,817,190,352 -$17,970,090 $21.51 271
2020 Q2 80,468,476 $1,903,525,322 -$4,468,710 $23.70 269
2020 Q1 81,007,223 $1,543,725,402 -$83,985,012 $19.05 258
2019 Q4 83,128,119 $2,695,353,564 -$49,783,114 $32.59 305
2019 Q3 84,589,166 $2,733,866,932 -$12,394,119 $32.41 299
2019 Q2 84,950,968 $2,749,531,847 +$26,111,073 $32.50 282
2019 Q1 85,308,791 $2,493,528,940 -$38,321,685 $29.31 279
2018 Q4 86,541,305 $2,288,762,755 +$28,526,437 $26.55 276
2018 Q3 85,587,504 $2,059,747,914 -$4,927,258 $24.12 274
2018 Q2 85,808,137 $1,997,672,056 -$73,329,163 $23.32 282
2018 Q1 87,027,912 $2,898,873,726 +$25,273,386 $33.40 327
2017 Q4 86,026,558 $3,102,427,531 -$40,745,970 $36.08 308
2017 Q3 87,253,037 $2,592,081,959 +$70,228,234 $29.70 276
2017 Q2 85,308,657 $2,408,919,248 -$25,383,104 $28.25 280
2017 Q1 86,356,466 $2,274,644,484 +$265,957,543 $26.34 291
2016 Q4 85,986,537 $2,431,917,055 +$53,572,437 $28.28 314
2016 Q3 81,647,242 $2,417,151,297 +$83,848,879 $29.63 301
2016 Q2 78,895,955 $2,272,427,761 -$51,408,221 $28.78 288
2016 Q1 80,626,745 $2,327,005,482 +$48,987,720 $28.85 266
2015 Q4 78,999,358 $2,261,648,474 -$103,037,329 $28.65 276
2015 Q3 81,669,871 $2,360,477,132 +$202,471,570 $28.90 245
2015 Q2 82,998,036 $2,779,387,919 +$12,451,040 $33.49 246
2015 Q1 82,614,687 $2,798,966,299 -$34,763,602 $33.89 247
2014 Q4 83,693,155 $2,755,638,532 -$91,164,324 $32.93 245
2014 Q3 86,421,215 $2,537,515,107 -$14,033,087 $29.36 237
2014 Q2 86,864,634 $2,685,556,552 -$59,700,594 $30.92 235
2014 Q1 88,824,015 $2,711,853,959 -$42,868,108 $30.54 247