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 | |
|---|---|---|---|---|
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 5,149 | 292K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 4,967 | 281.7K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 4,854 | 275.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 4,826 | 273.7K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4,616 | 268.1K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,557 | 258.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 4,378 | 254.3K $ | 0.46 % | as of Apr 30, 2026 ↗ |
| LSV U.S. Managed Volatility Fund ADVISORS' INNER CIRCLE FUND | 4,300 | 249.8K $ | 0.95 % | as of Apr 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 4,292 | 249.3K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 4,283 | 248.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 4,048 | 226.7K $ | 0.27 % | as of Feb 28, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 3,949 | 223.9K $ | 0.39 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 3,766 | 213.6K $ | 0.96 % | as of Mar 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 3,719 | 210.9K $ | 0.87 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 3,558 | 206.7K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| GMO Implementation Fund GMO TRUST | 3,328 | 186.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 3,327 | 186.3K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 3,202 | 186K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 3,056 | 173.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 3,044 | 170.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 2,962 | 165.9K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,710 | 153.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 2,700 | 156.8K $ | 0.19 % | as of Apr 30, 2026 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 2,676 | 149.9K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,635 | 149.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 2,537 | 143.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 2,464 | 138K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust | 2,447 | 142.1K $ | 0.23 % | as of Apr 30, 2026 ↗ |
| GMO U.S. Equity Fund GMO TRUST | 2,301 | 128.9K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Large Cap Value ETF Harbor ETF Trust | 2,175 | 126.3K $ | 2.91 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 2,071 | 120.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 2,049 | 114.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| GMO U.S. Value ETF GMO ETF Trust | 2,021 | 113.2K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| S&P MidCap 400 Pure Growth Fund Rydex Variable Trust | 1,986 | 112.6K $ | 0.81 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 1,863 | 108.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,809 | 101.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,769 | 100.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,757 | 99.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,744 | 101.3K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Green Century Balanced Fund GREEN CENTURY FUNDS | 1,704 | 99K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,611 | 91.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AQR Multi-Asset Fund AQR Funds | 1,604 | 91K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,536 | 87.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 1,468 | 83.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| GMO Benchmark-Free Fund GMO TRUST | 1,440 | 80.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 1,419 | 80.5K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 1,387 | 77.7K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 1,303 | 75.7K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 1,289 | 73.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 1,224 | 71.1K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,196 | 67.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 809 | 45.9K $ | 0.47 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 695 | 39.4K $ | 0.26 % | as of Mar 31, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 592 | 34.4K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 535 | 30.3K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust | 500 | 28.4K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 471 | 26.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 467 | 26.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 444 | 24.9K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 416 | 24.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 357 | 20.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 349 | 19.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 334 | 18.7K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 330 | 18.7K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 318 | 18K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 300 | 17.4K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 295 | 17.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 292 | 17K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 265 | 15K $ | 0.61 % | as of Mar 31, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 265 | 15K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 207 | 11.7K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 206 | 12K $ | 0.25 % | as of Apr 30, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 172 | 9.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 153 | 8.7K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 142 | 8.2K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 125 | 7.1K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 120 | 7K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 114 | 6.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II | 75 | 4.4K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 62 | 3.5K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 42 | 2.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| PARADOX EQUITY FUND, FI WELZIA MANAGEMENT, SGIIC, S.A. | 79.3K € | 0.37 % | as of Dec 31, 2025 ↗ |
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