Macquarie Group
FHI icon

Macquarie Group’s Federated Hermes FHI Stock Holding History

Macquarie Group’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38,200
Closed -$1.98M – 1075
2025
Q3 		$1.98M Buy
+38,200
New +$1.94M ﹤0.01% 1169
2022
Q4 		– Sell
-1,928
Closed -$118K – 1885
2022
Q3 		$118K Sell
1,928
-1,640
-46% -$56K ﹤0.01% 1724
2022
Q2 		$113K Hold
3,568
– – ﹤0.01% 1840
2022
Q1 		$122 Hold
3,568
– – ﹤0.01% 1900
2021
Q4 		$134K Hold
3,568
– – ﹤0.01% 1853
2021
Q3 		$116K Hold
3,568
– – ﹤0.01% 1940
2021
Q2 		$121K Hold
3,568
– – ﹤0.01% 1918
2021
Q1 		$112K Sell
3,568
-777
-18% -$22.8K ﹤0.01% 1870
2020
Q4 		$126K Hold
4,345
– – ﹤0.01% 1815
2020
Q3 		$93K Sell
4,345
-163
-4% -$3.87K ﹤0.01% 1801
2020
Q2 		$107K Buy
4,508
+2,877
+176% +$63.7K ﹤0.01% 1729
2020
Q1 		$31K Buy
+1,631
New +$48.4K ﹤0.01% 1879
2016
Q4 		– Sell
-324,669
Closed -$9.62M – 1544
2016
Q3 		$9.62M Sell
324,669
-455,283
-58% -$14.3M 0.02% 612
2016
Q2 		$22.4M Buy
779,952
+564,855
+263% +$17.3M 0.02% 541
2016
Q1 		$6.21M Buy
+215,097
New +$5.66M 0.01% 662
2013
Q4 		– Sell
-362,156
Closed -$9.84M – 1571
2013
Q3 		$9.84M Buy
362,156
+164,998
+84% +$4.69M 0.02% 465
2013
Q2 		$5.4M Buy
+197,158
New +$5M 0.01% 569

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group's FHI Position: Q4 2025 in Review

Macquarie Group sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 38,200 shares — an estimated $1.98M sold.

Macquarie Group first reported a position in FHI in Q2 2013 and held it in 17 quarters. The position peaked at $22.4M in Q2 2016. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Macquarie Group reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
  • Macquarie Group sold 38,200 Federated Hermes shares in Q4 2025, an estimated $1.98M.
  • Macquarie Group first reported a position in Federated Hermes in Q2 2013 and held it in 17 quarters.
  • Macquarie Group's Federated Hermes position peaked at $22.4M in Q2 2016.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.