FHINYSEInvestment AdviceFiscal year ends December 31
FEDERATED HERMES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$55.25−0.68 (-1.22%)
Close on Oct 19, 2026
- Market cap
- $3.98B
- P/E (TTM)
- 10.3
- Dividend yield
- 2.41%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.1%
66M of 75M shares
Institutional holders
391
46 new, 49 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 32 sales
Net sold $13.04M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Voting Shares Irrevocable Trust | 95,000 | 11.00% | 13G (passive) amendment | Mar 31, 2024 |
| FMR LLC | 5,593,701 | 6.49% | 13G (passive) | Feb 9, 2024 |
| BlackRock, Inc. | 5,219,607 | 6.40% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 4,603,965 | 6.06% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FHI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,043,914 | 8.10% | $333.74M | +119,758 | 0.00% |
| FMR LLC | 4,663,900 | 6.25% | $257.54M | +78,435 | 0.01% |
| Vanguard Portfolio Management LLC | 4,397,255 | 5.89% | $242.82M | −206,710 | 0.01% |
| Schneider Downs Wealth Management Advisors, LP | 3,551,578 | 4.76% | $196.12M | +823,700 | 18.43% |
| Vanguard Capital Management LLC | 3,194,537 | 4.28% | $176.40M | −35,904 | 0.00% |
| Lsv Asset Management | 2,867,028 | 3.84% | $158.32K | −15,201 | 0.29% |
| Fuller & Thaler Asset Management, Inc. | 2,670,077 | 3.58% | $147.44M | +22,351 | 0.40% |
| Charles Schwab Investment Management Inc | 2,646,942 | 3.55% | $146.16M | +142,809 | 0.02% |
| Invesco Ltd. | 2,523,070 | 3.38% | $139.32M | +299,115 | 0.01% |
| Aqr Capital Management LLC | 2,460,945 | 3.30% | $135.89M | −122,502 | 0.05% |
| Dimensional Fund Advisors LP | 2,265,174 | 3.03% | $125.09M | +16,974 | 0.02% |
| State Street Corp | 1,852,289 | 2.48% | $102.28M | +48,771 | 0.00% |
| Geode Capital Management, LLC | 1,692,774 | 2.27% | $93.49M | +67,526 | 0.00% |
| Allianz Asset Management GmbH | 1,488,681 | 1.99% | $83.12M | +7,790 | 0.07% |
| First Trust Advisors LP | 1,198,348 | 1.61% | $66.17M | +581,750 | 0.04% |
| Arrowstreet Capital, Limited Partnership | 1,174,179 | 1.57% | $64.84M | +359,955 | 0.03% |
| Victory Capital Management Inc | 1,151,144 | 1.54% | $63.57M | −135,672 | 0.04% |
| Woodline Partners LP | 1,070,489 | 1.43% | $59.11M | +312,923 | 0.18% |
| Citadel Advisors LLC | 982,725 | 1.32% | $54.27M | +950,943 | 0.01% |
| Goldman Sachs Group Inc | 879,173 | 1.18% | $48.55M | +366,037 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 391 | 66M | 89.1% | 46 / 127 | 143 / 49 | 6M | 4M |
| Q1 2026 | 401 | 66M | 87.8% | 67 / 140 | 128 / 39 | 12M | 9M |
| Q4 2025 | 383 | 71M | 95.3% | 56 / 131 | 129 / 41 | 7M | 4M |
| Q3 2025 | 371 | 68M | 91.7% | 54 / 115 | 139 / 42 | 9M | 6M |
| Q2 2025 | 363 | 66M | 87.7% | 78 / 126 | 114 / 33 | 8M | 5M |
| Q1 2025 | 321 | 62M | 83.6% | 55 / 115 | 101 / 57 | 6M | 8M |
| Q4 2024 | 328 | 65M | 86.8% | 65 / 108 | 106 / 29 | 7M | 6M |
| Q3 2024 | 295 | 64M | 85.2% | 34 / 86 | 123 / 48 | 13M | 5M |
| Q2 2024 | 311 | 65M | 86.8% | 35 / 126 | 108 / 36 | 7M | 9M |
| Q1 2024 | 316 | 68M | 90.8% | 34 / 114 | 120 / 38 | 9M | 7M |
| Q4 2023 | 322 | 66M | 88.5% | 46 / 126 | 108 / 28 | 12M | 12M |
| Q3 2023 | 308 | 66M | 88.5% | 34 / 113 | 115 / 63 | 7M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FHI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fullerthaler Behavioral Small Cap Equity | 2,550,317 | 3.42% | $140.83M | 1.11% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 2,480,353 | 3.32% | $136.97M | 0.11% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,288,952 | 3.07% | $126.40M | 0.01% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 2,088,241 | 2.80% | $125.21M | 0.50% | Jul 31, 2026 |
| Schwab U.S. Dividend Equity ETF | 1,765,072 | 2.36% | $98.95M | 0.10% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,654,274 | 2.22% | $91.35M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,047,576 | 1.40% | $57.85M | 0.09% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 903,514 | 1.21% | $49.89M | 0.41% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 829,603 | 1.11% | $45.81M | 0.05% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 775,000 | 1.04% | $42.80M | 0.91% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 597,332 | 0.80% | $35.82M | 0.66% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 586,447 | 0.79% | $32.88M | 0.01% | May 31, 2026 |
| Invesco S&P MidCap Momentum ETF | 565,151 | 0.76% | $33.89M | 0.47% | Jul 31, 2026 |
| PIMCO RAE US Small Fund | 565,001 | 0.76% | $31.20M | 0.82% | Jun 30, 2026 |
| First Trust Value Line Dividend Index Fund | 522,034 | 0.70% | $28.83M | 0.36% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thomas R. Donahue | VP, CFO & Treasurer, Director | 1,076,436 | 1.44% | May 18, 2026 |
| J. Christopher Donahue | Chairman, President & CEO, Director | 479,192 | 0.64% | Mar 6, 2026 |
| John B. Fisher | Vice President, Director | 534,197 | 0.72% | Nov 20, 2025 |
| Peter J. Germain | EVP, CLO & Sec. | 207,059 | 0.28% | Aug 21, 2026 |
| Saker Anwar Nusseibeh | CEO, Federated Hermes Limited | 144,876 | 0.19% | Aug 5, 2026 |
| Meter Stephen Van | VP, Chief Compliance Officer | 31,207 | 0.04% | Jun 23, 2026 |
| Paul A. Uhlman | Vice President | 296,821 | 0.40% | Jun 17, 2026 |
| Bryan M. Burke | Vice President | 84,995 | 0.11% | May 8, 2026 |
| Dolores D. Dudiak | Vice President | 85,540 | 0.11% | Mar 6, 2026 |
| Theodore W. Zierden III | Vice President | 160,750 | 0.22% | Mar 6, 2026 |
| Richard A. Novak | Principal Accounting Officer | 45,209 | 0.06% | Mar 6, 2026 |
| Marie Milie Jones | Director | 27,950 | 0.04% | May 4, 2026 |
| Joseph C. Bartolacci | Director | 22,450 | 0.03% | May 4, 2026 |
| Karen Hanlon | Director | 6,800 | 0.01% | May 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Peter J. Germain EVP, CLO & Sec. | Aug 20, 2026 | Sale | −5,000 | $63.17 | $315.85K | 207,059 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Aug 4, 2026 | Sale | −6,400 | $64.19 | $410.82K | 144,876 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Aug 4, 2026 | Sale | −630 | $64.76 | $40.80K | 144,246 |
| Meter Stephen Van VP, Chief Compliance Officer | Jun 23, 2026 | Sale | −1,682 | $59.64 | $100.31K | 31,207 |
| Paul A. Uhlman Vice President | Jun 16, 2026 | Sale | −6,145 | $58.67 | $360.53K | 296,821 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Jun 8, 2026 | Sale | −8,950 | $57.34 | $513.19K | 151,276 |
| Paul A. Uhlman Vice President | May 26, 2026 | Sale | −1,021 | $55.31 | $56.47K | 302,966 |
| Peter J. Germain EVP, CLO & Sec. | May 26, 2026 | Sale | −409 | $55.31 | $22.62K | 212,059 |
| Thomas R. Donahue VP, CFO & Treasurer, Director | May 18, 2026 | Gift | −31,200 | – | – | 560,292 |
| Peter J. Germain EVP, CLO & Sec. | May 15, 2026 | Sale | −5,000 | $54.30 | $271.50K | 212,468 |
| Bryan M. Burke Vice President | May 7, 2026 | Sale | −4,000 | $54.20 | $216.80K | 74,921 |
| Bryan M. Burke Vice President | May 4, 2026 | Award | +35,000 | – | – | 89,995 |
| Paul A. Uhlman Vice President | May 4, 2026 | Award | +40,000 | – | – | 303,987 |
| Marie Milie Jones Director | May 1, 2026 | Award | +2,000 | – | – | 27,950 |
| Joseph C. Bartolacci Director | May 1, 2026 | Award | +2,000 | – | – | 22,450 |
| Karen Hanlon Director | May 1, 2026 | Award | +2,000 | – | – | 6,800 |
| Thomas R. Donahue VP, CFO & Treasurer, Director | Mar 13, 2026 | Sale | −30,000 | $57.10 | $1.71M | 591,492 |
| Paul A. Uhlman Vice President | Mar 12, 2026 | Sale | −62,105 | $56.15 | $3.49M | 274,274 |
| Paul A. Uhlman Vice President | Mar 12, 2026 | Sale | −10,287 | $56.72 | $583.48K | 263,987 |
| Paul A. Uhlman Vice President | Mar 5, 2026 | Sale | −11,739 | $56.53 | $663.61K | 315,695 |
| Paul A. Uhlman Vice President | Mar 5, 2026 | Award | +20,684 | – | – | 336,379 |
| J. Christopher Donahue Chairman, President & CEO, Director | Mar 5, 2026 | Award | +34,904 | – | – | 479,192 |
| Dolores D. Dudiak Vice President | Mar 5, 2026 | Award | +2,317 | – | – | 85,540 |
| Thomas R. Donahue VP, CFO & Treasurer, Director | Mar 5, 2026 | Award | +28,544 | – | – | 621,492 |
| Meter Stephen Van VP, Chief Compliance Officer | Mar 5, 2026 | Sale | −448 | $56.50 | $25.31K | 31,441 |
| Meter Stephen Van VP, Chief Compliance Officer | Mar 5, 2026 | Award | +1,448 | – | – | 32,889 |
| Richard A. Novak Principal Accounting Officer | Mar 5, 2026 | Award | +2,576 | – | – | 45,209 |
| Richard A. Novak Principal Accounting Officer | Mar 5, 2026 | Sale | −867 | $56.49 | $48.98K | 42,633 |
| Theodore W. Zierden III Vice President | Mar 5, 2026 | Award | +8,894 | – | – | 160,750 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Mar 5, 2026 | Award | +10,609 | – | – | 160,226 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Mar 5, 2026 | Sale | −6,161 | $56.50 | $348.10K | 149,617 |
| Richard A. Novak Principal Accounting Officer | Feb 17, 2026 | Sale | −14,000 | $55.25 | $773.50K | 43,500 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Feb 2, 2026 | Sale | −1,200 | $54.03 | $64.84K | 155,778 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Feb 2, 2026 | Sale | −4,600 | $53.57 | $246.42K | 156,978 |
| Dolores D. Dudiak Vice President | Dec 12, 2025 | Sale | −5,000 | $52.24 | $261.20K | 83,223 |
| Dolores D. Dudiak Vice President | Nov 19, 2025 | Sale | −999 | $47.87 | $47.82K | 88,223 |
| Peter J. Germain EVP, CLO & Sec. | Nov 19, 2025 | Sale | −6,856 | $47.85 | $328.06K | 217,468 |
| Paul A. Uhlman Vice President | Nov 19, 2025 | Sale | −6,496 | $47.85 | $310.83K | 327,434 |
| Meter Stephen Van VP, Chief Compliance Officer | Nov 19, 2025 | Sale | −707 | $47.86 | $33.84K | 31,889 |
| John B. Fisher Vice President, Director | Nov 19, 2025 | Sale | −7,638 | $47.87 | $365.63K | 463,615 |
| Theodore W. Zierden III Vice President | Nov 19, 2025 | Sale | −3,721 | $47.84 | $178.01K | 151,856 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Nov 19, 2025 | Sale | −4,461 | $47.85 | $213.46K | 161,578 |
| Richard A. Novak Principal Accounting Officer | Nov 19, 2025 | Sale | −1,249 | $47.85 | $59.76K | 57,500 |
| Peter J. Germain EVP, CLO & Sec. | Nov 18, 2025 | Award | +18,000 | $3.00 | $54.00K | 224,324 |
| Paul A. Uhlman Vice President | Nov 18, 2025 | Award | +18,000 | $3.00 | $54.00K | 333,930 |
| Meter Stephen Van VP, Chief Compliance Officer | Nov 18, 2025 | Award | +3,000 | $3.00 | $9.00K | 32,596 |
| John B. Fisher Vice President, Director | Nov 18, 2025 | Award | +18,000 | $3.00 | $54.00K | 471,253 |
| Theodore W. Zierden III Vice President | Nov 18, 2025 | Award | +18,000 | $3.00 | $54.00K | 155,577 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Nov 18, 2025 | Award | +9,000 | $3.00 | $27.00K | 166,039 |
| J. Christopher Donahue Chairman, President & CEO, Director | Nov 18, 2025 | Award | +18,000 | $3.00 | $54.00K | 444,288 |
| Thomas R. Donahue VP, CFO & Treasurer, Director | Nov 18, 2025 | Award | +18,000 | $3.00 | $54.00K | 592,948 |
| Richard A. Novak Principal Accounting Officer | Nov 18, 2025 | Award | +2,500 | $3.00 | $7.50K | 58,749 |
| Peter J. Germain EVP, CLO & Sec. | Nov 7, 2025 | Sale | −5,000 | $49.22 | $246.10K | 206,324 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Nov 3, 2025 | Sale | −12,143 | $48.69 | $591.24K | 157,039 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Nov 3, 2025 | Sale | −2,857 | $47.94 | $136.96K | 169,182 |
| Thomas R. Donahue VP, CFO & Treasurer, Director | Aug 28, 2025 | Gift | −25,525 | – | – | 574,948 |
| Meter Stephen Van VP, Chief Compliance Officer | Aug 4, 2025 | Sale | −430 | $50.71 | $21.81K | 29,596 |
| Saker Anwar Nusseibeh CEO, Federated Hermes Limited | Jun 16, 2025 | Sale | −6,000 | $42.70 | $256.20K | 172,039 |
| Paul A. Uhlman Vice President | Jun 16, 2025 | Sale | −1,000 | $42.63 | $42.63K | 315,930 |
| Meter Stephen Van VP, Chief Compliance Officer | May 28, 2025 | Sale | −5,921 | $42.26 | $250.22K | 30,026 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Peter J. Germain Officer | Aug 20, 2026 | 5,000 | $275.80K | Aug 20, 2026 | Stock Award |
| Anwar Nusseibeh Saker Officer | Aug 4, 2026 | 7,030 | $451.64K | Aug 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Van Meter Stephen Officer | Jun 23, 2026 | 1,682 | $100.31K | Jun 23, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Uhlman Paul Officer | Jun 16, 2026 | 6,145 | $360.52K | Jun 16, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Anwar Nusseibeh Saker Officer | Jun 8, 2026 | 8,950 | $513.17K | Jun 8, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Uhlman Paul Officer | May 26, 2026 | 1,021 | $56.47K | May 26, 2026 | Restricted stock vesting under a registered plan |
| J. Germain Peter Officer | May 26, 2026 | 409 | $22.62K | May 26, 2026 | Restricted stock vesting under a registered plan |
| Peter J. Germain Officer | May 15, 2026 | 5,000 | $275.80K | May 15, 2026 | Stock Award |
| M. Burke 2024 Rev Tr Agreement Bryan Officer | May 7, 2026 | 4,000 | $216.81K | May 7, 2026 | Restricted stock vesting under a registered plan |
| Uhlman Paul Officer | Mar 12, 2026 | 72,392 | $4.07M | Mar 12, 2026 | Restricted stock vesting under a registered plan |
| Thomas R. Donahue Officer, Director | Mar 6, 2026 | 30,000 | $1.64M | Mar 6, 2026 | Restricted Stock Award |
| Van Meter Stephen Officer | Mar 5, 2026 | 448 | $25.31K | Mar 5, 2026 | Restricted stock vesting under a registered plan |
| Uhlman Paul Officer | Mar 5, 2026 | 11,739 | $663.60K | Mar 5, 2026 | Restricted stock vesting under a registered plan |
| Anwar Nusseibeh Saker Officer | Mar 5, 2026 | 6,161 | $348.10K | Mar 5, 2026 | Restricted stock vesting under a registered plan |
| Novak Richard Officer | Mar 5, 2026 | 867 | $48.98K | Mar 5, 2026 | Restricted stock vesting under a registered plan |