Follow-The-Filings

Security

FHI

Federated Hermes Inc. · CL B

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 1 new 2 exits max 1.3% (Murphy Pohlad - Murphy Po...)

owners 10
max % 1.3%
tracked value $630M
qoq N 1 R 9 E 2

Conviction

Largest portfolio weights among featured holders · not free-float ownership

  1. Murphy Pohlad 1.3%
  2. Cliff Asness 0.07%
  3. Ray Dalio 0.04%
  4. Two Sigma Investments 0.03%
  5. Renaissance Technologies 0.03%
  6. Vanguard Group 0.01%
  7. Murray Stahl 0.01%

holders

sorted by % of portfolio · long equity only · exits show last held size

history
Murphy Pohlad - Murphy Pohlad Asset Management LLC 2026 Q2 stale 1.3% Reduce −1.1% 66,721 $4M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.07% Reduce −14.9% 2,583,447 $146M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.04% Reduce −49.6% 144,289 $8M hist
Two Sigma Investments, LP 2025 Q4 stale 0.03% Reduce −25.4% 383,761 $20M hist
Renaissance Technologies LLC 2026 Q1 0.03% Reduce −30.5% 296,100 $17M hist
Vanguard Group Inc. 2025 Q4 stale 0.01% Reduce −2.7% 8,245,538 $429M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.01% Reduce −1.0% 8,569 $486 hist
Israel Englander - Millennium Management LLC 2026 Q1 0% Reduce −9.5% 52,518 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0% New 0.0% 31,782 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0% Reduce −24.3% 15,853 $899 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.01% Exit −0.01 pp 91,660 $5M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0% Exit 0.00 pp 4,371 $228 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.61B $1.63B $1.8B
Gross profit
Gross margin
Net income $298.98M $268.31M $403.3M
Net margin * 18.6% 16.4% 22.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $720.73M $781.35M $863.79M
Total non-current assets $1.38B $1.3B $1.37B
Total assets $2.1B $2.08B $2.23B
Total current liabilities $287.34M $289.19M $314.14M
Total non-current liabilities $660.4M $644.77M $651.72M
Total equity $1.13B $1.1B $1.2B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $311.83M $346.55M $297.34M
Cash from investing -$30.61M $64.25M $2.01M
Cash from financing -$243.09M -$286.4M -$237.88M
Net change in cash $46M $120.61M $76.81M

ownership over time

filing count by report period · click a bar for that quarter’s holders