Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FHI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.9M | $336.0M | +4.7% | 7.798% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.6M | $261.1M | β | 6.061% | 0.01% |
| 3 | FMR LLC | 4.6M | $260.0M | -7.5% | 6.036% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $183.2M | β | 4.253% | 0.00% |
| 5 | Schneider Downs Wealth Management Advisors, LP | 2.7M | $154.7M | +2.4% | 3.591% | 17.06% |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.6M | $150.2M | -5.0% | 3.485% | 0.51% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 2.6M | $146.2M | -14.9% | 3.401% | 0.07% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.5M | $142.0M | -17.4% | 3.296% | 0.02% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $127.5M | -2.6% | 2.959% | 0.03% |
| 10 | Invesco Ltd. | 2.2M | $126.1M | -19.2% | 2.928% | 0.02% |
| 11 | STATE STREET CORP | 1.8M | $102.3M | +0.2% | 2.374% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $92.2M | +15.3% | 2.139% | 0.01% |
| 13 | Allianz Asset Management GmbH | 1.5M | $84.0M | +27.5% | 1.949% | 0.09% |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 1.3M | $73.0M | -7.7% | 1.694% | 0.05% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 814K | $46.2M | -4.0% | 1.072% | 0.02% |
| 16 | Woodline Partners LP | 758K | $43.0M | +148.0% | 0.997% | 0.16% |
| 17 | MORGAN STANLEY | 743K | $42.1M | -10.0% | 0.978% | 0.00% |
| 18 | Bank of New York Mellon Corp | 654K | $37.1M | -3.7% | 0.861% | 0.01% |
| 19 | FIRST TRUST ADVISORS LP | 617K | $35.0M | +5.6% | 0.812% | 0.02% |
| 20 | JUPITER ASSET MANAGEMENT LTD | 587K | $33.3M | -0.4% | 0.772% | 0.18% |
| 21 | SPROTT INC. | 514K | $29.1M | +1.5% | 0.676% | 0.88% |
| 22 | GOLDMAN SACHS GROUP INC | 513K | $29.1M | -29.8% | 0.675% | 0.00% |
| 23 | Man Group plc | 499K | $28.3M | -3.3% | 0.657% | 0.05% |
| 24 | Kestra Advisory Services, LLC | 486K | $27.5M | +6.2% | 0.639% | 0.10% |
| 25 | AMERIPRISE FINANCIAL INC | 478K | $27.1M | -2.0% | 0.629% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FHI β a direct measure of their conviction.
Filings activity in FHI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new FHI position in Q1 2026
Institutions that fully closed their FHI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 394 | +4.2% | 77.90% | +2.57 pp | $3.45B | +3.4% |
| Q4 2025 | 378 | +3.6% | 75.33% | 0.14 pp | $3.33B | 0.2% |
| Q3 2025 | 365 | +1.4% | 75.47% | +8.65 pp | $3.34B | +13% |
| Q2 2025 | 360 | +13% | 66.82% | +13.22 pp | $2.96B | +25% |
| Q1 2025 | 319 | 2.1% | 53.60% | 1.54 pp | $2.37B | 2.8% |
| Q4 2024 | 326 | +12% | 55.14% | +6.74 pp | $2.44B | +14% |
| Q3 2024 | 292 | 4.3% | 48.40% | +3.81 pp | $2.14B | +8.5% |
| Q2 2024 | 305 | β | 44.59% | β | $1.97B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FHI stock.
Based on Q1 2026 13F filings, institutional ownership of Federated Hermes, Inc. stands at 77.9%, held across 394 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FHI, with approximately 5,924,156 shares worth $0.34B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of FHI.
Our composite Smart Money Score for FHI is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
68 institutions opened new positions in FHI during Q1 2026, while 52 fully exited. 257 added to existing positions and 67 trimmed.
FHI institutional ownership rose by 2.57 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 54.7% of all reported 13F value in FHI, and the top 25 account for 75.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Federated Hermes, Inc. (FHI) Institutional Ownership