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Ontario Teachers' Pension Plan Board’s Federated Hermes FHI Stock Holding History

Ontario Teachers' Pension Plan Board’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
Q3 		– Sell
-45,234
Closed -$2M – 244
2025
Q2 		$2M Buy
45,234
+11,297
+33% +$465K 0.04% 138
2025
Q1 		$1.38M Sell
33,937
-218
-0.6% -$8.51K 0.02% 221
2024
Q4 		$1.4M Sell
34,155
-2,989
-8% -$121K 0.02% 180
2024
Q3 		$1.37M Buy
37,144
+4,442
+14% +$152K 0.01% 173
2024
Q2 		$1.08M Sell
32,702
-26,024
-44% -$873K 0.01% 309
2024
Q1 		$2.12M Buy
58,726
+29,793
+103% +$1.05M 0.02% 238
2023
Q4 		$980K Buy
28,933
+17,418
+151% +$567K 0.01% 366
2023
Q3 		$390K Sell
11,515
-9,010
-44% -$310K ﹤0.01% 467
2023
Q2 		$736K Buy
20,525
+1,195
+6% +$46.2K 0.01% 394
2023
Q1 		$776K Sell
19,330
-7,438
-28% -$292K 0.01% 371
2022
Q4 		$972K Buy
26,768
+9,168
+52% +$322K 0.01% 333
2022
Q3 		$583K Hold
17,600
– – 0.01% 392
2022
Q2 		$560K Sell
17,600
-3,015
-15% -$95.5K 0.01% 328
2022
Q1 		$702K Buy
20,615
+472
+2% +$16.1K 0.01% 274
2021
Q4 		$757K Sell
20,143
-9,283
-32% -$322K 0.01% 294
2021
Q3 		$956K Buy
29,426
+11,430
+64% +$373K ﹤0.01% 217
2021
Q2 		$610K Buy
+17,996
New +$573K 0.01% 256
2020
Q1 		– Sell
-18,045
Closed -$588K – 500
2019
Q4 		$588K Buy
+18,045
New +$589K 0.01% 449
2019
Q1 		– Sell
-16,794
Closed -$446K – 576
2018
Q4 		$446K Buy
+16,794
New +$417K 0.01% 445
2014
Q2 		– Sell
-8,842
Closed -$270K – 712
2014
Q1 		$270K Hold
8,842
– – ﹤0.01% 653
2013
Q4 		$255K Buy
+8,842
New +$243K ﹤0.01% 669

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's FHI Position: Q3 2025 in Review

Ontario Teachers' Pension Plan Board sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 45,234 shares — an estimated $2M sold.

Ontario Teachers' Pension Plan Board first reported a position in FHI in Q4 2013 and held it in 21 quarters. The position peaked at $2.12M in Q1 2024. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

  • Ontario Teachers' Pension Plan Board reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 45,234 Federated Hermes shares in Q3 2025, an estimated $2M.
  • Ontario Teachers' Pension Plan Board first reported a position in Federated Hermes in Q4 2013 and held it in 21 quarters.
  • Ontario Teachers' Pension Plan Board's Federated Hermes position peaked at $2.12M in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q3 2025, filed 7 Nov 2025.