Titelia

Fund shareholders of Federated Hermes Inc

ISIN US3142111034 · United States · LEI R05X5UQ874RGFF7HHD84

Fund shareholders
282
Of which ETFs
90 192 other funds
Value held
1.9B $ 25M SEK · 79.3K €
FundSharesValueWeight in fund
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 2,525,817143.2M $1.28 %as of Mar 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 2,446,791138.8M $0.13 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,327,798132M $0.01 %as of Mar 31, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 2,277,899127.6M $0.15 %as of Feb 28, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 2,091,045121.5M $0.51 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,698,28496.3M $0.06 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,081,58061.3M $0.10 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 1,000,82356.8M $0.56 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 824,48546.8M $0.06 %as of Mar 31, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 820,00046.5M $1.05 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 626,74136.4M $0.70 %as of Apr 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 604,81334.3M $1.09 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 572,79432.1M $0.01 %as of Feb 28, 2026 ↗
Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust 495,13528.8M $0.42 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 448,87325.5M $0.26 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 443,90425.8M $0.14 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 427,21023.9M $0.03 %as of Feb 28, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 407,27123.1M $0.23 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 385,03421.6M $0.05 %as of Feb 28, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 384,85322.4M $0.52 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 361,37520.5M $0.13 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 358,23920.1M $0.10 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 349,28119.6M $0.20 %as of Feb 28, 2026 ↗
Royce Small-Cap Special Equity Fund ROYCE FUND 301,00017.1M $3.99 %as of Mar 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 296,40017.2M $0.58 %as of Apr 30, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 287,56916.3M $0.74 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 263,42814.9M $0.36 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 262,88014.7M $1.57 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 259,28715.1M $0.11 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 255,17514.5M $0.59 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 237,98513.8M $0.19 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 223,42213M $0.03 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 215,62512.5M $0.06 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 192,51210.9M $0.56 %as of Mar 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 192,26011.2M $0.26 %as of Apr 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 183,48210.4M $0.46 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 180,00210.5M $0.02 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 175,0939.8M $1.29 %as of Feb 28, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 156,0319.1M $0.94 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 153,5748.9M $0.02 %as of Apr 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 152,7198.7M $0.61 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 151,8008.6M $0.10 %as of Mar 31, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 151,6158.6M $0.73 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 136,7237.7M $0.01 %as of Feb 28, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 136,1467.9M $0.80 %as of Apr 30, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 135,2537.6M $0.40 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 122,9886.9M $0.05 %as of Feb 28, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 117,8006.8M $0.59 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 117,5716.7M $1.60 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 115,2006.7M $0.17 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 112,5186.4M $0.26 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 112,3196.3M $0.12 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 109,8386.2M $0.01 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 97,8865.6M $0.01 %as of Mar 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 90,7315.1M $0.89 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 90,5055.1M $1.43 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 85,7425M $0.26 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 83,6914.9M $0.13 %as of Apr 30, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 83,2454.7M $1.80 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 82,8014.7M $0.20 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 78,4424.6M $1.00 %as of Apr 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 76,2004.3M $0.11 %as of Mar 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 75,9154.3M $0.05 %as of Mar 31, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 75,8004.4M $0.68 %as of Apr 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 74,6674.2M $0.13 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 73,8424.3M $0.18 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 67,4563.8M $0.23 %as of Feb 28, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 66,1603.8M $0.73 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 65,6003.7M $0.22 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 64,1733.7M $0.28 %as of Apr 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 63,4103.6M $0.50 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 63,3053.6M $0.01 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 62,2803.5M $0.43 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 61,0683.5M $0.15 %as of Apr 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 60,5753.4M $0.13 %as of Mar 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 60,4543.5M $0.68 %as of Apr 30, 2026 ↗
Vident U.S. Equity Strategy ETF ETF Series Solutions 59,8213.4M $0.46 %as of Feb 28, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 58,6183.4M $0.21 %as of Apr 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 58,1003.3M $0.45 %as of Mar 31, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 57,4003.3M $0.78 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 56,4373.2M $0.12 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 56,2003.1M $0.13 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,4463.2M $0.06 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 55,4463.1M $0.11 %as of Mar 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 54,4943.1M $0.12 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 52,6653M $0.18 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 52,1923M $0.07 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust 50,0302.9M $0.87 %as of Apr 30, 2026 ↗
Inspire Growth ETF Northern Lights Fund Trust IV 48,1692.7M $1.81 %as of Feb 28, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 47,9312.7M $0.37 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 46,3342.6M $0.13 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 44,5532.6M $0.01 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 44,0022.5M $0.01 %as of Feb 28, 2026 ↗
LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND 43,5172.5M $0.42 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 41,2442.3M $0.00 %as of Mar 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 40,7002.3M $0.26 %as of Feb 28, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 39,8952.3M $0.12 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 38,9742.2M $0.42 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 38,9002.3M $0.18 %as of Apr 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 38,8192.2M $0.16 %as of Mar 31, 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 3.99 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Large Cap Value ETF Harbor ETF Trust 2.91 %as of Apr 30, 2026 ↗
Aztlan Global Stock Selection DM SMID ETF Tidal Trust I 2.08 %as of Apr 30, 2026 ↗
Inspire Growth ETF Northern Lights Fund Trust IV 1.81 %as of Feb 28, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 1.80 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.60 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 1.57 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 1.43 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 1.39 %as of Apr 30, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 1.35 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
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

Declared shareholders of Federated Hermes Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.06 %4,603,965as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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