Position in MC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,632,333
-$374,413 QoQ
Shares Held
81,269
+11.6% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FEDERATED HERMES, INC. holds $457,877,222 across 27 Capital Markets names. MC ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
862,849 | $141,999,057 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,346,144 | $126,510,610 | |
| 3 | GS |
Goldman Sachs Group Inc
|
47,730 | $40,379,101 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
596,769 | $40,025,295 | |
| 5 | XP |
XP Inc.
|
1,594,070 | $30,351,091 | |
| 6 | LAZ |
Lazard, Inc.
|
498,212 | $21,164,045 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
386,860 | $15,965,711 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
186,138 | $8,186,348 |
All Filings in MC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,632,333 | 81,269 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,006,746 | 72,836 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,981,697 | 27,786 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,655,904 | 26,571 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,892,205 | 32,423 | Shares | Defined | 2025-05-08 | |
| 2022-12-31 | $23,981,250 | 625,000 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $36,607,270 | 1,082,735 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $55,236,736 | 1,403,729 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $71,545,414 | 1,523,864 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $105,472,997 | 1,687,298 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $113,044,347 | 1,827,127 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $96,721,362 | 1,700,147 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $91,511,467 | 1,667,483 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $63,827,400 | 1,365,000 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $37,424,100 | 1,065,000 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $33,185,400 | 1,065,000 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $25,009,000 | 890,000 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||