§ FINANCIAL SERVICES
USD · Financial ServicesFHI
FEDERATED HERMES INC
USDSector · Financial ServicesBeta · 0.70
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
179 increased/new, 142 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 10.9 | P/B | 3.37 |
| EPS (TTM) | 5.37 | Dividend | 2.43% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 5.9M | 0.0% | +5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.6M | n/a | n/a |
| Fidelity Management | 4.6M | 0.0% | −8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | n/a | n/a |
| Schneider Downs Wealth Management Advisors, LP | 2.7M | 17.1% | +2% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.6M | 0.5% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for FHI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER7.2% · 0 holders
OTHER43.3% · 293 holders
PASSIVE / INDEX18.6% · 9 holders
QUALITY / COMPOUNDER15.4% · 20 holders
DEALER / BANK8.5% · 40 holders
DEEP VALUE3.5% · 2 holders
SYSTEMATIC / QUANT1.8% · 8 holders
INCOME / DEFENSIVE1.4% · 23 holders
TACTICAL / MACRO0.3% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FHI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FHI yet.