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
$53.34
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
68,163,887
Total reported value
$3,549,561,652
% of total 13F portfolios
0.01%
Share change
+201,447
Value change
+$10,672,170
Number of holders
374
Price from insider filings
$53.34
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 31 Dec 2025, 374 institutional investors reported holding 68,163,887 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 63% 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% 8,245,538 -2.7% 0.01% $429,345,164
BlackRock, Inc. 6.9% 5,656,292 +0.86% 0.01% $294,523,125
FMR LLC 6.1% 4,957,133 +0.24% 0.01% $258,117,925
AQR CAPITAL MANAGEMENT LLC 3.7% 3,036,239 +1.7% 0.08% $158,096,982
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.7% 3,032,060 +0.41% 0.02% $157,879,364
LSV ASSET MANAGEMENT 3.5% 2,890,276 +20% 0.33% $150,497,000
FULLER & THALER ASSET MANAGEMENT, INC. 3.4% 2,786,066 -1.1% 0.49% $145,070,468
Invesco Ltd. 3.4% 2,751,323 -6.4% 0.02% $143,261,390
Schneider Downs Wealth Management Advisors, LP 3.3% 2,662,853 +0.21% 16% $138,654,756
DIMENSIONAL FUND ADVISORS LP 2.8% 2,308,783 +0.07% 0.03% $120,225,741
STATE STREET CORP 2.2% 1,799,452 -2.7% 0% $93,697,466
GEODE CAPITAL MANAGEMENT, LLC 1.7% 1,409,852 +5.5% 0% $73,424,645
VICTORY CAPITAL MANAGEMENT INC 1.7% 1,394,622 +79% 0.04% $72,617,967
Allianz Asset Management GmbH 1.4% 1,161,812 +15% 0.07% $60,495,551
UBS Group AG 1.2% 984,054 +8.2% 0.01% $51,239,692
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1% 848,595 +5.5% 0.03% $44,186,342
MORGAN STANLEY 1% 825,452 -11% 0% $42,981,335
Qube Research & Technologies Ltd 0.96% 782,319 +0.43% 0.06% $40,735,350
GOLDMAN SACHS GROUP INC 0.9% 730,980 +21% 0.01% $38,062,136
Bank of New York Mellon Corp 0.83% 679,203 -16% 0.01% $35,366,122
JUPITER ASSET MANAGEMENT LTD 0.72% 589,140 +12% 0.25% $30,676,520
FIRST TRUST ADVISORS LP 0.72% 583,788 +7% 0.02% $30,397,841
BANK OF AMERICA CORP /DE/ 0.69% 564,824 -6.8% 0% $29,410,388
ALLIANCEBERNSTEIN L.P. 0.66% 542,224 -14% 0.01% $28,233,604
Man Group plc 0.63% 516,182 +13% 0.05% $26,877,597

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 68,163,887 $3,549,561,652 +$10,672,170 $52.07 374
2025 Q3 68,232,174 $3,543,309,752 +$148,619,983 $51.93 369
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