$FHI

$56.31 -$0.62 (1.09%) Close

$FHI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 71.9M shares outstanding

Who owns FHI?

By type of holder

Institutions 92.3% Insiders 0.0% Everyone else 7.7%

Concentration Top 10 holders own 48.7%

BlackRock, Inc. 8.4% · FMR LLC 6.5%

Institutional ownership

92.3%

+1.2 pts vs last qtr

Institutional holders

391

-10 vs last qtr

Net shares bought

+853.2K

by institutions in Q2 2026

New / sold out

46 / 56

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC +950.9K
Schneider Downs Wealth Management Advisors, LP +823.7K

Biggest sellers in Q2 2026

Man Group plc −421.8K
Two Sigma Investments, LP −347.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$12.9M

28 notices from 13 people

Shares covered

237.8K

0.33% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Paul Uhlman Officer $5.46M
Saker Anwar Nusseibeh Officer $2.57M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−24.2%

−3.04% a year

Each share's claim on the business

+32.0%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.27B vs $278M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years79% 3–5 years4% 1–3 years10% Under 1 year7%

Quarterly turnover

7.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FHI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	6.0M	8.40%	+119.8K (+2.0%)	≤2021	0.0%
Shares held by quarter Peak holding8.6M (Q4'24) Change over 8 quarters−2.2M Share of the company8.400% BlackRock, Inc.'s full portfolio →
F FMR LLC	4.7M	6.48%	+78.4K (+1.7%)	≤2021	0.0%
Shares held by quarter Peak holding5.9M (Q4'24) Change over 8 quarters−1.0M Share of the company6.480% FMR LLC's full portfolio →

BlackRock, Inc.

6.0M

% of company

8.40%

Change vs last qtr

+119.8K (+2.0%)

Held since

≤2021

FMR LLC

4.7M

% of company

6.48%

Change vs last qtr

+78.4K (+1.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Federated Hermes Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FHI on Form N-PORT; together they hold 47.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FB Fullerthaler Behavioral Small Cap Equity Capitol Series Trust	$141M	2.6M	3.54%	1.11%	June 30, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$137M	2.5M	3.45%	0.11%	June 30, 2026

Fullerthaler Behavioral Small Cap Equity

Capitol Series Trust

Position value

$141M

% of company

3.54%

% of the fund

1.11%

As of

June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$137M

% of company

3.45%

% of the fund

0.11%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Federated Hermes Inc and how much of the fund the position is.

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