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 €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 38,144 | 2.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 37,678 | 2.2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 37,594 | 2.1M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 35,587 | 2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 35,051 | 2M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 34,376 | 1.9M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 34,371 | 1.9M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 32,717 | 1.9M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| AQR Alternative Risk Premia Fund AQR Funds | 31,872 | 1.8M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 31,342 | 1.8M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 30,265 | 1.7M $ | 0.25 % | as of Feb 28, 2026 ↗ |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 30,128 | 1.8M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 29,853 | 16.1M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 28,582 | 1.6M $ | 1.35 % | as of Mar 31, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 28,557 | 1.6M $ | 0.95 % | as of Feb 28, 2026 ↗ |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 28,272 | 1.6M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 27,859 | 1.6M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 27,670 | 1.5M $ | 1.14 % | as of Feb 28, 2026 ↗ |
| SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 26,400 | 1.5M $ | 0.49 % | as of Feb 28, 2026 ↗ |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 26,250 | 1.5M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 25,979 | 1.5M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 25,080 | 1.4M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 24,499 | 1.4M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 23,951 | 1.4M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 23,600 | 1.3M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 23,300 | 1.3M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 22,346 | 1.3M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 22,051 | 1.3M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 21,717 | 1.2M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 21,667 | 1.2M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| AQR Managed Futures Strategy HV Fund AQR Funds | 21,394 | 1.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 20,792 | 1.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| S&P MidCap 400 Pure Growth Fund Rydex Series Funds | 20,728 | 1.2M $ | 0.67 % | as of Mar 31, 2026 ↗ |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 20,550 | 1.2M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 19,137 | 1.1M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 18,426 | 1M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 18,204 | 1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 17,912 | 1M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Simplicity Småbolag Global Simplicity AB | 16,700 | 8.9M SEK | 1.05 % | as of Mar 31, 2026 ↗ |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 16,667 | 945.2K $ | 0.60 % | as of Mar 31, 2026 ↗ |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 16,650 | 944.2K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 16,621 | 965.5K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 16,441 | 932.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 16,121 | 914.2K $ | 0.74 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 16,117 | 914K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Aztlan Global Stock Selection DM SMID ETF Tidal Trust I | 15,699 | 912K $ | 2.08 % | as of Apr 30, 2026 ↗ |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 15,592 | 873.3K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 15,317 | 889.8K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 14,447 | 819.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 14,432 | 818.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 14,386 | 835.7K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 14,278 | 829.4K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 13,860 | 786K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 13,544 | 768.1K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 13,200 | 748.6K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 13,191 | 748.1K $ | 0.62 % | as of Mar 31, 2026 ↗ |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,040 | 682.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 11,654 | 660.9K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 11,564 | 655.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 11,230 | 652.4K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 11,119 | 645.9K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI | 10,909 | 618.6K $ | 1.10 % | as of Mar 31, 2026 ↗ |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 10,153 | 589.8K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,140 | 589K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 10,000 | 567.1K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 9,979 | 565.9K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,687 | 549.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 9,461 | 529.9K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 9,090 | 509.1K $ | 0.24 % | as of Feb 28, 2026 ↗ |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 9,014 | 511.2K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 8,893 | 504.3K $ | 0.64 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Opportunistic Value Fund GMO TRUST | 8,855 | 496K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Quantified Managed Income Fund Advisors Preferred Trust | 8,823 | 500.4K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 8,650 | 502.5K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 8,524 | 495.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 8,496 | 493.5K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 8,304 | 482.4K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 8,250 | 479.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 8,073 | 457.8K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 8,052 | 456.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 8,049 | 467.6K $ | 1.39 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 7,863 | 445.9K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 7,675 | 445.8K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 7,561 | 439.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 7,069 | 410.6K $ | 0.34 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 6,886 | 385.7K $ | 0.31 % | as of Feb 28, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 6,854 | 388.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust | 6,685 | 374.4K $ | 0.51 % | as of Feb 28, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 6,414 | 359.2K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,392 | 362.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 6,341 | 359.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 6,284 | 356.4K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,224 | 353K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,200 | 347.3K $ | 0.18 % | as of Feb 28, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 6,180 | 359K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 5,943 | 345.2K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,713 | 324K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 5,447 | 308.9K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 5,402 | 313.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 5,400 | 306.2K $ | 0.07 % | as of Mar 31, 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 | 3.99 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.06 % | 4,603,965 | as 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