FEDERATED HERMES INC FHI
CL B · Common Stock · CUSIP 314211103
American financial services company
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersPittsburgh, PA
- Founded1957
- Websitefederatedinvestors.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $55.24. Options: 1 managers hold calls ($397.6k notional), 2 hold puts ($16.6k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 279 |
| Q4 2022 | 313 |
| Q1 2023 | 320 |
| Q2 2023 | 339 |
| Q3 2023 | 310 |
| Q4 2023 | 323 |
| Q1 2024 | 316 |
| Q2 2024 | 311 |
| Q3 2024 | 296 |
| Q4 2024 | 329 |
| Q1 2025 | 322 |
| Q2 2025 | 365 |
| Q3 2025 | 371 |
| Q4 2025 | 383 |
| Q1 2026 | 400 |
| Q2 2026 | 391 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 117 | 171 |
| Q4 2024 | 157 | 135 |
| Q1 2025 | 167 | 155 |
| Q2 2025 | 198 | 147 |
| Q3 2025 | 167 | 181 |
| Q4 2025 | 173 | 170 |
| Q1 2026 | 199 | 167 |
| Q2 2026 | 169 | 192 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $5.0m | $606.8k | 0.12 |
| Q4 2025 | $395.7k | $359.3k | 0.91 |
| Q1 2026 | $408.3k | $5.7k | 0.01 |
| Q2 2026 | $397.6k | $16.6k | 0.04 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +950.9k |
| Schneider Downs Wealth Management Advisors, LP | Added | +823.7k |
| FIRST TRUST ADVISORS LP | Added | +581.8k |
| GOLDMAN SACHS GROUP INC | Added | +366.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +360.0k |
| Woodline Partners LP | Added | +312.9k |
| Invesco Ltd. | Added | +299.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +142.8k |
| MORGAN STANLEY | Added | +126.6k |
| BlackRock, Inc. | Added | +119.8k |
Biggest sellers
| Man Group plc | Reduced | -421.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -347.7k |
| Janney Montgomery Scott LLC | Reduced | -255.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -206.7k |
| Qube Research & Technologies Ltd | Reduced | -178.7k |
| Robeco Institutional Asset Management B.V. | Reduced | -172.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -163.1k |
| Factorial Partners, LLC | Sold out | -153.2k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -135.7k |
| Mitsubishi UFJ Trust & Banking Corp | Reduced | -130.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Unchanged | $397.6k7.2k shares |
Biggest puts
| GROUP ONE TRADING LLC | New | $11.0k200 shares |
| SIMPLEX TRADING, LLC | Unchanged | $5.5k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 6.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 8 | $2.5m | — |
| Q1 2025 | 0 | — | 5 | $1.2m | — |
| Q2 2025 | 0 | — | 4 | $1.1m | — |
| Q3 2025 | 0 | — | 1 | $21.8k | — |
| Q4 2025 | 0 | — | 8 | $2.8m | — |
| Q1 2026 | 0 | — | 5 | $8.0m | — |
| Q2 2026 | 0 | — | 5 | $1.5m | — |
| Q3 2026 | 0 | — | 2 | $767.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-20 | Germain Peter J EVP, CLO & Sec. | Sold | $315.9k5.0k shares |
| 2026-08-04 | Nusseibeh Saker Anwar CEO, Federated Hermes Limited | Sold | $451.6k7.0k shares |
| 2026-06-23 | Van Meter Stephen VP, Chief Compliance Officer | Sold | $100.3k1.7k shares |
| 2026-06-16 | Uhlman Paul A Vice President | Sold | $360.5k6.1k shares |
| 2026-06-08 | Nusseibeh Saker Anwar CEO, Federated Hermes Limited | Sold | $513.2k8.9k shares |
| 2026-05-26 | Uhlman Paul A Vice President | Sold | $56.5k1.0k shares |
| 2026-05-26 | Germain Peter J EVP, CLO & Sec. | Sold | $22.6k409 shares |
| 2026-05-15 | Germain Peter J EVP, CLO & Sec. | Sold | $271.5k5.0k shares |
| 2026-05-07 | Burke Bryan M Vice President | Sold | $216.8k4.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 6.0m $333.7m | Added +119.8k |
| FMR LLC 0.01% of their portfolio | 4.7m $257.5m | Added +78.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 4.4m $242.8m | Reduced -206.7k |
| Schneider Downs Wealth Management Advisors, LP 18.43% of their portfolio | 3.6m $196.1m | Added +823.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.2m $176.4m | Reduced -35.9k |
| LSV ASSET MANAGEMENT 0.29% of their portfolio | 2.9m $158.3m | Reduced -15.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.40% of their portfolio | 2.7m $147.4m | Added +22.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.6m $146.2m | Added +142.8k |
| Invesco Ltd. 0.01% of their portfolio | 2.5m $139.3m | Added +299.1k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 2.5m $135.9m | Reduced -122.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.3m $125.1m | Added +17.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $102.3m | Added +48.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7m $93.5m | Added +67.5k |
| Allianz Asset Management GmbH 0.09% of their portfolio | 1.5m $83.1m | Added +7.8k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 1.2m $66.2m | Added +581.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 1.2m $64.8m | Added +360.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 1.2m $63.6m | Reduced -135.7k |
| Woodline Partners LP 0.18% of their portfolio | 1.1m $59.1m | Added +312.9k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 982.7k $54.3m | Added +950.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 879.2k $48.5m | Added +366.0k |
| MORGAN STANLEY 0.00% of their portfolio | 869.4k $48.0m | Added +126.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 617.8k $34.1m | Reduced -36.6k |
| JUPITER ASSET MANAGEMENT LTD 0.16% of their portfolio | 582.5k $32.2m | Reduced -4.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 545.4k $30.9m | Added +32.8k |
| SPROTT INC. 0.94% of their portfolio | 513.9k $28.4m | Unchanged |
| Kestra Advisory Services, LLC 0.08% of their portfolio | 472.4k $26.1m | Reduced -13.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 460.6k $25.4m | Added +24.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 451.0k $24.9m | Reduced -18.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 448.5k $24.8m | Reduced -1.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 439.0k $24.2m | Reduced -38.8k |
| Vestcor Inc 0.54% of their portfolio | 397.9k $22.0m | Reduced -54.2k |
| FOUNDATION RESOURCE MANAGEMENT INC 2.44% of their portfolio | 380.1k $21.0m | Reduced -6.9k |
| HighTower Advisors, LLC 0.02% of their portfolio | 376.8k $20.8m | Reduced -28.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 329.3k $18.2m | Added +33.2k |
| ROYCE & ASSOCIATES LP 0.14% of their portfolio | 304.7k $16.8m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 302.3k $16.7m | Reduced -86.2k |
| ALPS ADVISORS INC 0.07% of their portfolio | 273.3k $15.1m | Added +8.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 255.5k $14.6m | Reduced -81.8k |
| MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio | 250.9k $13.9m | Added +81.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 246.4k $13.6m | Added +4.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 207.7k $11.5m | Reduced -14.4k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.05% of their portfolio | 191.7k $10.6m | Added +15.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 168.2k $9.3m | Added +41.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 167.2k $9.2m | Reduced -9.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 163.7k $9.0m | Added +709 |
| Cambria Investment Management, L.P. 0.44% of their portfolio | 162.2k $9.0m | Added +5.5k |
| Interval Partners, LP 0.28% of their portfolio | 159.3k $8.8m | Added +94.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 155.3k $8.8m | Added +3.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 148.9k $8.2m | Reduced -4.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 147.1k $8.1m | Reduced -5.9k |
| Swiss National Bank 0.00% of their portfolio | 144.5k $8.0m | Reduced -800 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.14% of their portfolio | 136.1k $7.5m | Added +73.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 130.5k $7.2m | Reduced -11.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 126.8k $7.0m | Reduced -1.3k |
| LPL Financial LLC 0.00% of their portfolio | 125.8k $6.9m | Added +8.6k |
| Clark Capital Management Group, Inc. 0.04% of their portfolio | 124.4k $6.9m | Added +10.0k |
| Kendall Capital Management 1.12% of their portfolio | 122.1k $6.7m | Added +25.7k |
| HUNTINGTON NATIONAL BANK 0.03% of their portfolio | 119.1k $6.6m | Reduced -6.2k |
| BI Asset Management Fondsmaeglerselskab A/S 0.05% of their portfolio | 117.6k $6.5m | Reduced -27.0k |
| RITHOLTZ WEALTH MANAGEMENT 0.09% of their portfolio | 112.8k $6.2m | Added +9.0k |
| CONTINENTAL ADVISORS LLC 3.64% of their portfolio | 112.4k $6.2m | Reduced -4.0k |
| Ruffer LLP 0.22% of their portfolio | 111.7k $6.2m | Added +28.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 109.0k $6.0m | Reduced -178.7k |
| Legal & General Group Plc 0.00% of their portfolio | 104.3k $5.8m | Reduced -3.0k |
| BURNEY CO/ 0.15% of their portfolio | 102.4k $5.7m | Reduced -24.4k |
| Vident Advisory, LLC 0.04% of their portfolio | 101.4k $5.6m | Added +5.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 96.2k $5.3m | Reduced -347.7k |
| FIRST NATIONAL BANK OF OMAHA 0.15% of their portfolio | 93.0k $5.3m | Reduced -5.2k |
| GAMCO INVESTORS, INC. ET AL 0.05% of their portfolio | 91.6k $5.1m | Unchanged |
| Alpha Omega Wealth Management LLC 0.76% of their portfolio | 90.5k $5.0m | Reduced -1.9k |
| VISTA INVESTMENT PARTNERS LLC 1.19% of their portfolio | 85.5k $4.7m | Reduced -2.2k |
| CONGRESS ASSET MANAGEMENT CO 0.03% of their portfolio | 84.7k $4.7m | Added +911 |
| GABELLI FUNDS LLC 0.03% of their portfolio | 84.5k $4.7m | Reduced -162 |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 82.2k $4.5m | Reduced -255.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 81.9k $4.5m | Reduced -7.1k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 80.2k $4.4m | Added +30.7k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 80.0k $4.4m | Reduced -1.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 78.6k $4.3m | Reduced -9.5k |
| Man Group plc 0.01% of their portfolio | 77.6k $4.3m | Reduced -421.8k |
| Brevan Howard Capital Management LP 0.06% of their portfolio | 77.4k $4.3m | Added +67.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 76.9k $4.2m | Added +12.8k |
| Retirement Systems of Alabama 0.01% of their portfolio | 74.9k $4.1m | Reduced -15.7k |
| Cerity Partners LLC 0.00% of their portfolio | 71.7k $4.0m | Added +17.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 69.4k $3.8m | Added +26.3k |
| Murphy Pohlad Asset Management LLC 1.28% of their portfolio | 66.7k $3.7m | Reduced -725 |
| TD Asset Management Inc 0.00% of their portfolio | 62.8k $3.5m | Added +1.8k |
| Creative Planning 0.00% of their portfolio | 62.1k $3.4m | Added +13.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 61.9k $3.4m | Reduced -6.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 61.8k $3.4m | Reduced -24.6k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 60.5k $3.3m | Added +8.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 58.1k $3.2m | Unchanged |
| VISTA INVESTMENT PARTNERS II, LLC 1.18% of their portfolio | 54.5k $3.0m | Reduced -345 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 51.7k $2.9m | Reduced -1.0k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% of their portfolio | 51.3k $2.8m | Reduced -6.0k |
| MALTESE CAPITAL MANAGEMENT LLC 0.51% of their portfolio | 50.4k $2.8m | New |
| Corient Private Wealth LP 0.00% of their portfolio | 50.3k $2.8m | Reduced -52.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 50.1k $2.8m | Unchanged |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 50.0k $2.8m | Unchanged |
| Inspire Investing, LLC 0.11% of their portfolio | 49.9k $2.8m | Added +164 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 49.7k $2.7m | Reduced -2.0k |