Security Snapshot

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

CUSIP: 314211103

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

388

Shares (Excl. Options)

66,506,743

Price

$55.22

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+1,135,265
Value change
+$61,118,315
Number of holders
388
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
81,556,359
SEC-reported price per share
$63.55
Insider filing price
$63.55
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • FHI - FEDERATED HERMES, INC. - Class B Stock is tracked under CUSIP 314211103.
  • 388 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 399 to 388 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $3,713,222,527 to $3,674,380,679.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 388 institutions filings for Q2 2026.

Open SEC evidence

Security key

314211103

Latest holder period

Q2 2026

13F holders

388

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
FHI
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 Jun 2026, 388 institutional investors reported holding 66,506,743 shares of FEDERATED HERMES, INC. - Class B Stock (FHI). This represents 82% of the company’s total 81,556,359 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
64%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7.4% 6,043,914 +2% 0% $333,744,946
FMR LLC 5.7% 4,663,900 +1.7% 0.01% $257,540,523
VANGUARD PORTFOLIO MANAGEMENT LLC 5.4% 4,397,255 -4.5% 0.01% $242,816,421
Schneider Downs Wealth Management Advisors, LP 4.4% 3,551,578 +30% 18% $196,118,138
VANGUARD CAPITAL MANAGEMENT LLC 3.9% 3,194,537 -1.1% 0% $176,402,333
LSV ASSET MANAGEMENT 3.5% 2,867,028 -0.53% 0.29% $158,317,000
FULLER & THALER ASSET MANAGEMENT, INC. 3.3% 2,670,077 +0.84% 0.4% $147,441,635
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.2% 2,646,942 +5.7% 0.02% $146,164,137
Invesco Ltd. 3.1% 2,523,070 +13% 0.01% $139,323,924
AQR CAPITAL MANAGEMENT LLC 3% 2,460,945 -4.7% 0.05% $135,893,406
DIMENSIONAL FUND ADVISORS LP 2.8% 2,265,174 +0.76% 0.02% $125,094,584
STATE STREET CORP 2.3% 1,852,289 +2.7% 0% $102,283,399
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,692,774 +4.2% 0% $93,491,595
Allianz Asset Management GmbH 1.9% 1,534,938 +3.6% 0.08% $84,759,278
FIRST TRUST ADVISORS LP 1.5% 1,198,348 +94% 0.04% $66,172,758
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.4% 1,174,179 +44% 0.03% $64,838,164
VICTORY CAPITAL MANAGEMENT INC 1.4% 1,151,144 -11% 0.04% $63,566,172
Woodline Partners LP 1.3% 1,070,489 +41% 0.18% $59,112,403
CITADEL ADVISORS LLC 1.2% 982,725 +2992% 0.03% $54,266,075
GOLDMAN SACHS GROUP INC 1.1% 879,173 +71% 0.01% $48,547,946
MORGAN STANLEY 1.1% 869,406 +17% 0% $48,008,670
Bank of New York Mellon Corp 0.76% 617,795 -5.6% 0.01% $34,114,658
JUPITER ASSET MANAGEMENT LTD 0.71% 582,453 -0.72% 0.16% $32,163,055
ALLIANCEBERNSTEIN L.P. 0.67% 545,421 +6.4% 0.01% $30,930,825
SPROTT INC. 0.63% 513,885 0% 0.94% $28,376,730

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 66,506,743 $3,674,380,679 +$61,118,315 $55.22 388
2026 Q1 65,530,888 $3,713,222,527 -$143,057,284 $56.71 399
2025 Q4 68,314,394 $3,557,405,250 +$13,634,930 $52.07 384
2025 Q3 68,279,657 $3,545,775,546 +$148,735,319 $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
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