Titelia

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)

FundSharesValueWeight in fund
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 2,550,317140.8M $1.11 %as of Jun 30, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 2,480,353137M $0.11 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,288,952126.4M $0.01 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 2,088,241125.2M $0.50 %as of Jul 31, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 1,765,07298.9M $0.10 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,654,27491.3M $0.05 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,047,57657.8M $0.09 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 903,51449.9M $0.41 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 829,60345.8M $0.05 %as of Jun 30, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 775,00042.8M $0.91 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 597,33235.8M $0.66 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 586,44732.9M $0.01 %as of May 31, 2026 ↗
Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust 565,15133.9M $0.47 %as of Jul 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 565,00131.2M $0.82 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 522,03428.8M $0.36 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 443,90426.6M $0.14 %as of Jul 31, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 432,41623.9M $0.21 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 431,53824.2M $0.02 %as of May 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 419,10623.1M $0.20 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 395,05723.7M $0.52 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 381,81821.4M $0.05 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 366,56820.2M $0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 355,23119.9M $0.09 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 341,47518.9M $0.33 %as of Jun 30, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 319,67917.7M $0.66 %as of Jun 30, 2026 ↗
Royce Small-Cap Special Equity Fund ROYCE FUND 301,00016.6M $3.47 %as of Jun 30, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 286,70017.2M $0.61 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 277,80215.6M $0.17 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 267,41616M $0.10 %as of Jul 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 249,12914M $1.59 %as of May 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 248,54913.7M $0.44 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 239,43414.4M $0.18 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 223,42213.4M $0.03 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 215,62512.9M $0.06 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 191,62210.6M $0.48 %as of Jun 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 190,62111.4M $0.27 %as of Jul 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 183,48510.1M $0.40 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 182,01310.9M $0.02 %as of Jul 31, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 177,9509.8M $0.68 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 166,9229.4M $1.31 %as of May 31, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 163,5419.8M $0.99 %as of Jul 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 157,6758.7M $0.50 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 153,5749.2M $0.02 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 151,8008.4M $0.08 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 138,2097.7M $0.01 %as of May 31, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 137,0378.2M $0.78 %as of Jul 31, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 135,2537.6M $0.42 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 119,0746.7M $0.05 %as of May 31, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 117,8007.1M $0.57 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 117,7526.6M $0.12 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 116,6176.4M $1.54 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 112,6696.3M $0.01 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 112,0206.2M $0.21 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 109,1406.5M $0.18 %as of Jul 31, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 107,3936.4M $1.34 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 100,3345.5M $0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 96,9645.4M $0.20 %as of May 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 91,6315.5M $0.13 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 90,2885M $1.25 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 89,8445M $0.25 %as of Jun 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 89,3115.4M $0.27 %as of Jul 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 88,9724.9M $0.85 %as of Jun 30, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 83,2454.6M $1.62 %as of Jun 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 76,2004.2M $0.09 %as of Jun 30, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 75,8004.5M $0.64 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 75,5054.5M $0.19 %as of Jul 31, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 75,0614.1M $0.67 %as of Jun 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 74,6674.1M $0.11 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 74,1124.2M $0.23 %as of May 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 73,8154.4M $0.20 %as of Jul 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 73,2074.4M $0.87 %as of Jul 31, 2026 ↗
Vident U.S. Equity Strategy ETF ETF Series Solutions 70,0143.9M $0.57 %as of May 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 65,6003.6M $0.19 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 64,6733.6M $0.01 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 63,4103.5M $0.41 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 63,0543.5M $0.12 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 62,9073.8M $0.15 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 62,2803.4M $0.38 %as of Jun 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 58,7133.2M $0.11 %as of Jun 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 58,1003.2M $0.38 %as of Jun 30, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 57,4003.4M $0.75 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,4463.3M $0.06 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 55,4463.1M $0.10 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 54,5413.1M $0.12 %as of May 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 52,7853M $0.12 %as of May 31, 2026 ↗
Inspire Growth ETF Northern Lights Fund Trust IV 50,2462.8M $1.72 %as of May 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 49,8653M $0.52 %as of Jul 31, 2026 ↗
Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust 47,6282.9M $0.84 %as of Jul 31, 2026 ↗
Mid Cap Index Fund Northern Funds 47,0982.6M $0.11 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 46,6392.6M $0.02 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 44,2052.7M $0.01 %as of Jul 31, 2026 ↗
LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND 43,5162.6M $0.40 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 43,4812.4M $0.01 %as of May 31, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 42,9992.4M $0.32 %as of Jun 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 40,7002.3M $0.28 %as of May 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 39,8952.4M $0.13 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 39,7732.2M $0.00 %as of Jun 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 39,6702.2M $0.30 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 39,2622.4M $0.01 %as of Jul 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 38,9742.2M $0.32 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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.

FundWeight 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.

QuarterShareholdersChangeSharesChange
2026Q3273-632,946,018-0.5 %
2026Q2279+1733,114,776+5.2 %
2026Q1262-1431,478,178-6.3 %
2025Q4276+333,603,635+1.4 %
2025Q3273+433,138,665+8.7 %
2025Q2269+1730,477,751-4.1 %
2025Q1252+831,788,526+1.1 %
2024Q4244+931,448,338-1.6 %
2024Q3235+731,953,992+4.8 %
2024Q2228-230,502,938+5.6 %
2024Q1230-2028,894,665-5.3 %
2023Q425030,505,445

Institutional managers

389 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.5,924,156336M $as of Mar 31, 2026
FMR LLC4,585,465260M $as of Mar 31, 2026
LSV ASSET MANAGEMENT2,882,229163.5K $as of Mar 31, 2026
Schneider Downs Wealth Management Advisors, LP2,727,878154.7M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.2,647,726150.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC2,583,447146.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,504,133142M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,248,200127.5M $as of Mar 31, 2026
Invesco Ltd.2,223,955126.1M $as of Mar 31, 2026
STATE STREET CORP1,803,518102.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,625,24892.2M $as of Mar 31, 2026
Allianz Asset Management GmbH1,480,89184M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,286,81673M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP814,22446.2M $as of Mar 31, 2026
Woodline Partners LP757,56643M $as of Mar 31, 2026
MORGAN STANLEY742,82842.1M $as of Mar 31, 2026
Bank of New York Mellon Corp654,37837.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP616,59835M $as of Mar 31, 2026
JUPITER ASSET MANAGEMENT LTD586,70633.3M $as of Mar 31, 2026
SPROTT INC.513,88529.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC513,13629.1M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.512,67026.7M $as of Mar 31, 2026
Man Group plc499,38128.3M $as of Mar 31, 2026
Kestra Advisory Services, LLC485,72727.5M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC477,77627.1M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Federated Hermes Inc". https://titelia.com/en/stocks/federated-hermes-inc-US3142111034