Fund shareholders of Federated Hermes Inc
ISIN US3142111034 · United States · LEI R05X5UQ874RGFF7HHD84
- Fund shareholders
- 276
- Of which ETFs
- 87 189 other funds
- Value held
- ≈ 1.9B $ 1.9B $ · 25M SEK · 79.3K €
This issuer has other securities: FEDERATED HERMES INC (US31420B3006)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 2,550,317 | 140.8M $ | 1.11 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Mid-Cap ETF iShares Trust | 2,480,353 | 137M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,288,952 | 126.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 2,088,241 | 125.2M $ | 0.50 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 1,765,072 | 98.9M $ | 0.10 % | as of May 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,654,274 | 91.3M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,047,576 | 57.8M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 903,514 | 49.9M $ | 0.41 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 829,603 | 45.8M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 775,000 | 42.8M $ | 0.91 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 597,332 | 35.8M $ | 0.66 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 586,447 | 32.9M $ | 0.01 % | as of May 31, 2026 ↗ |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 565,151 | 33.9M $ | 0.47 % | as of Jul 31, 2026 ↗ |
| PIMCO RAE US Small Fund PIMCO Equity Series | 565,001 | 31.2M $ | 0.82 % | as of Jun 30, 2026 ↗ |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 522,034 | 28.8M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 443,904 | 26.6M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 432,416 | 23.9M $ | 0.21 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 431,538 | 24.2M $ | 0.02 % | as of May 31, 2026 ↗ |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 419,106 | 23.1M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 395,057 | 23.7M $ | 0.52 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 381,818 | 21.4M $ | 0.05 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 366,568 | 20.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 355,231 | 19.9M $ | 0.09 % | as of May 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 341,475 | 18.9M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 319,679 | 17.7M $ | 0.66 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Special Equity Fund ROYCE FUND | 301,000 | 16.6M $ | 3.47 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 286,700 | 17.2M $ | 0.61 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 277,802 | 15.6M $ | 0.17 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 267,416 | 16M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 249,129 | 14M $ | 1.59 % | as of May 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 248,549 | 13.7M $ | 0.44 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 239,434 | 14.4M $ | 0.18 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 223,422 | 13.4M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 215,625 | 12.9M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 191,622 | 10.6M $ | 0.48 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 190,621 | 11.4M $ | 0.27 % | as of Jul 31, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 183,485 | 10.1M $ | 0.40 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 182,013 | 10.9M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 177,950 | 9.8M $ | 0.68 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 166,922 | 9.4M $ | 1.31 % | as of May 31, 2026 ↗ |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 163,541 | 9.8M $ | 0.99 % | as of Jul 31, 2026 ↗ |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 157,675 | 8.7M $ | 0.50 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 153,574 | 9.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 151,800 | 8.4M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 138,209 | 7.7M $ | 0.01 % | as of May 31, 2026 ↗ |
| Applied Finance Explorer Fund World Funds Trust | 137,037 | 8.2M $ | 0.78 % | as of Jul 31, 2026 ↗ |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 135,253 | 7.6M $ | 0.42 % | as of May 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 119,074 | 6.7M $ | 0.05 % | as of May 31, 2026 ↗ |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 117,800 | 7.1M $ | 0.57 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 117,752 | 6.6M $ | 0.12 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 116,617 | 6.4M $ | 1.54 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 112,669 | 6.3M $ | 0.01 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 112,020 | 6.2M $ | 0.21 % | as of Jun 30, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 109,140 | 6.5M $ | 0.18 % | as of Jul 31, 2026 ↗ |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 107,393 | 6.4M $ | 1.34 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 100,334 | 5.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 96,964 | 5.4M $ | 0.20 % | as of May 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 91,631 | 5.5M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 90,288 | 5M $ | 1.25 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 89,844 | 5M $ | 0.25 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 89,311 | 5.4M $ | 0.27 % | as of Jul 31, 2026 ↗ |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 88,972 | 4.9M $ | 0.85 % | as of Jun 30, 2026 ↗ |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 83,245 | 4.6M $ | 1.62 % | as of Jun 30, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 76,200 | 4.2M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 75,800 | 4.5M $ | 0.64 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 75,505 | 4.5M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 75,061 | 4.1M $ | 0.67 % | as of Jun 30, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 74,667 | 4.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 74,112 | 4.2M $ | 0.23 % | as of May 31, 2026 ↗ |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 73,815 | 4.4M $ | 0.20 % | as of Jul 31, 2026 ↗ |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 73,207 | 4.4M $ | 0.87 % | as of Jul 31, 2026 ↗ |
| Vident U.S. Equity Strategy ETF ETF Series Solutions | 70,014 | 3.9M $ | 0.57 % | as of May 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 65,600 | 3.6M $ | 0.19 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 64,673 | 3.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Portfolio Bernstein Fund Inc | 63,410 | 3.5M $ | 0.41 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 63,054 | 3.5M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 62,907 | 3.8M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 62,280 | 3.4M $ | 0.38 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 58,713 | 3.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 58,100 | 3.2M $ | 0.38 % | as of Jun 30, 2026 ↗ |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 57,400 | 3.4M $ | 0.75 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 55,446 | 3.3M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| AQR Managed Futures Strategy Fund AQR Funds | 55,446 | 3.1M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 54,541 | 3.1M $ | 0.12 % | as of May 31, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 52,785 | 3M $ | 0.12 % | as of May 31, 2026 ↗ |
| Inspire Growth ETF Northern Lights Fund Trust IV | 50,246 | 2.8M $ | 1.72 % | as of May 31, 2026 ↗ |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 49,865 | 3M $ | 0.52 % | as of Jul 31, 2026 ↗ |
| Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 47,628 | 2.9M $ | 0.84 % | as of Jul 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 47,098 | 2.6M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 46,639 | 2.6M $ | 0.02 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 44,205 | 2.7M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 43,516 | 2.6M $ | 0.40 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 43,481 | 2.4M $ | 0.01 % | as of May 31, 2026 ↗ |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 42,999 | 2.4M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 40,700 | 2.3M $ | 0.28 % | as of May 31, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 39,895 | 2.4M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 39,773 | 2.2M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 39,670 | 2.2M $ | 0.30 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 39,262 | 2.4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 38,974 | 2.2M $ | 0.32 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Royce Small-Cap Special Equity Fund ROYCE FUND | 3.47 % | as of Jun 30, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 2.20 % | as of Jul 31, 2026 ↗ |
| Aztlan Global Stock Selection DM SMID ETF Tidal Trust I | 2.10 % | as of Jul 31, 2026 ↗ |
| Inspire Growth ETF Northern Lights Fund Trust IV | 1.72 % | as of May 31, 2026 ↗ |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 1.62 % | as of Jun 30, 2026 ↗ |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 1.59 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 1.54 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 1.34 % | as of Jul 31, 2026 ↗ |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1.31 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 1.25 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 273 | -6 | 32,946,018 | -0.5 % |
| 2026Q2 | 279 | +17 | 33,114,776 | +5.2 % |
| 2026Q1 | 262 | -14 | 31,478,178 | -6.3 % |
| 2025Q4 | 276 | +3 | 33,603,635 | +1.4 % |
| 2025Q3 | 273 | +4 | 33,138,665 | +8.7 % |
| 2025Q2 | 269 | +17 | 30,477,751 | -4.1 % |
| 2025Q1 | 252 | +8 | 31,788,526 | +1.1 % |
| 2024Q4 | 244 | +9 | 31,448,338 | -1.6 % |
| 2024Q3 | 235 | +7 | 31,953,992 | +4.8 % |
| 2024Q2 | 228 | -2 | 30,502,938 | +5.6 % |
| 2024Q1 | 230 | -20 | 28,894,665 | -5.3 % |
| 2023Q4 | 250 | 30,505,445 |
Institutional managers
389 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,924,156 | 336M $ | as of Mar 31, 2026 |
| FMR LLC | 4,585,465 | 260M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 2,882,229 | 163.5K $ | as of Mar 31, 2026 |
| Schneider Downs Wealth Management Advisors, LP | 2,727,878 | 154.7M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,647,726 | 150.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,583,447 | 146.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,504,133 | 142M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,248,200 | 127.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,223,955 | 126.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,803,518 | 102.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,625,248 | 92.2M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 1,480,891 | 84M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 1,286,816 | 73M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 814,224 | 46.2M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 757,566 | 43M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 742,828 | 42.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 654,378 | 37.1M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 616,598 | 35M $ | as of Mar 31, 2026 |
| JUPITER ASSET MANAGEMENT LTD | 586,706 | 33.3M $ | as of Mar 31, 2026 |
| SPROTT INC. | 513,885 | 29.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 513,136 | 29.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 512,670 | 26.7M $ | as of Mar 31, 2026 |
| Man Group plc | 499,381 | 28.3M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 485,727 | 27.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 477,776 | 27.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Federated Hermes Inc". https://titelia.com/en/stocks/federated-hermes-inc-US3142111034