13FPulse
中
FH

FHI FEDERATED HERMES INC

2026Q2 · CUSIP 314211103 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
382
Institutions that reported holding it to the SEC
Net decrease in holders
16
Last quarter 398 → now 382
How unusual is that
Bottom 20%
Stronger than only 9% of US stocks
What the filings say, in one paragraph

382 funds held FHI at the end of 2026Q2, down 16 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $1.9B(YoY +15.0%), the P/E is 12.2x, return on equity is 32.9%. FHI has had 11 buying rushes in its history, and the price moved +0.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=260 2013Q4: holders=254 2014Q1: holders=251 2014Q2: holders=238 2014Q3: holders=241 2014Q4: holders=251 2015Q1: holders=250 2015Q2: holders=248 2015Q3: holders=250 2015Q4: holders=282 2016Q1: holders=274 2016Q2: holders=296 2016Q3: holders=305 2016Q4: holders=321 2017Q1: holders=298 2017Q2: holders=284 2017Q3: holders=278 2017Q4: holders=311 2018Q1: holders=335 2018Q2: holders=291 2018Q3: holders=282 2018Q4: holders=283 2019Q1: holders=284 2019Q2: holders=287 2019Q3: holders=302 2019Q4: holders=310 2020Q1: holders=267 2020Q2: holders=271 2020Q3: holders=275 2020Q4: holders=293 2021Q1: holders=283 2021Q2: holders=268 2021Q3: holders=246 2021Q4: holders=260 2022Q1: holders=259 2022Q2: holders=256 2022Q3: holders=279 2022Q4: holders=312 2023Q1: holders=319 2023Q2: holders=338 2023Q3: holders=307 2023Q4: holders=322 2024Q1: holders=313 2024Q2: holders=312 2024Q3: holders=295 2024Q4: holders=328 2025Q1: holders=322 2025Q2: holders=363 2025Q3: holders=371 2025Q4: holders=382 2026Q1: holders=398 2026Q2: holders=382 -44 -22 +0 +22 +44 214316418 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q2 Top 10% -6.6% +7.3%
2024Q4 Top 20% +13.2% +39.3%
2023Q2 Top 20% +1.7% +11.3%
2022Q4 Top 20% -7.6% -14.9%
2022Q3 Top 5% +10.8% +1.9%
2019Q3 Top 20% +9.7% -31.8%
2018Q1 Top 10% -7.3% +3.2%
2017Q4 Top 20% -25.6% -29.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
173
Change in large funds
-2
Total value they hold
$3.7B
Funds buying for the first time
45
Funds that sold out entirely
61
Price change that quarter
+20.2%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
12.2
EPS (TTM)
$5.37
EPS YoY
+18.0%
Revenue (TTM)
$1.9B
Revenue YoY
+15.0%
Net margin
21.3%
ROE
32.9%
Debt ratio
40.1%
FCF (TTM)
$367M
Dividend (TTM)
$1.40
Quarterly Revenue & EPS
2021-09-30: EPS 0.73 2021-12-31: EPS 0.71 2022-03-31: EPS 0.61 2022-06-30: EPS 0.64 2022-09-30: EPS 0.78 2022-12-31: EPS 0.62 2023-03-31: EPS 0.78 2023-06-30: EPS 0.81 2023-09-30: EPS 0.86 2023-12-31: EPS 0.95 2024-03-31: EPS 0.89 2024-06-30: EPS 0.20 2024-09-30: EPS 1.06 2024-12-31: EPS 1.08 2025-03-31: EPS 1.25 2025-06-30: EPS 1.16 2025-09-30: EPS 1.34 2025-12-31: EPS 1.38 2026-03-31: EPS 1.27 2026-06-30: EPS 1.38 0M 251M 503M $M 0.00 0.76 1.52 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 11 8 11 14 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-57M53M162M 20162017201820192020202120222023202420252026
Latest quarter $24M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.