Federated Investment Counseling

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Assets, Funds, Holdings

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Federated Investment Counseling
CRD #105325
SEC #801-34611
CIK #0000819684
AUM $164.8 BB (2023-03-16)
Employees 210 (68% Investors, 0% Brokers)
Phone412-288-1900
Address1001 Liberty Avenue
Pittsburgh, PA 15222-3779
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
170136102683401999200720152024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
PM 158.8 0.9
VZ 211.9 0.8
AAPL 2,382.8 0.6
DUK 81.4 0.6
T 147.5 0.6
MSFT 1,918.2 0.6
PFE 284.2 0.5
SO 75.0 0.5
CSCO 178.3 0.5
GILD 78.0 0.5
View All
Holdings by Sector ($BB)
604836241202011201520192024
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF ICBC Federated Active Cash Fixed Income Fund [2019-03-18] 0.0 106.0
LF Federated Hermes Prime Private Liquidity Fund [2016-10-14] 19,166.1 418.9
Other Federated Emerging Markets Global Debt Fund [2013-03-13] 2,946.9 37.9
Other Federated High Income Advantage Fund [2013-03-13] 2,946.9 20.0
Other Federated Strategic Value Equity Fund [2013-03-13] 2,946.9 1.1
Other Federated US Total Return Bond Fund [2013-03-13] 2,946.9 6.2
LF Federated Hermes Short-Term US Gov Securities Fund [2012-03-12] 2,946.9 678.0
LF Federated Hermes Short-Term US Prime Fund [2012-03-12] 2,946.9 1,617.1
Other Federated Investors Common Trust Fund Institutional Fixed Income Fund 2012-03-12 1,880.1
Other Federated Short-Term Euro Fund [2012-03-12] 2,946.9 45.7
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 4,206 1.5
(b) Individuals (high net worth individuals) 1,591 4.0
(c) Banking or thrift institutions 262 0.5
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 24 13.6
(g) Pension and profit sharing plans 132 1.4
(h) Charitable organizations 11 0.5
(i) State or municipal government entities 17 122.3
(j) Other investment advisers 99 0.2
(k) Insurance companies 7 14.1
(l) Sovereign wealth funds and foreign official institutions 2 3.8
(m) Corporations or other businesses not listed above 481 2.9
(n) Other 0 0.0
Total 6,832 164.8
By Discretionary
Discretionary 6,832 164.8
Non-Discretionary 0 0.0
Total 6,832 164.8
By Non-United States Persons
Non-United States Persons 11.1
United States Persons 153.7
Total 6,832 164.8
Form D Directors # Filings # Firms 2011 - 2024
Michael Boyce 19
John Donahue 25
John Lyons 12
Ronan Walsh 5
Richard Fisher 18
Lori Hensler 11
Deborah Cunningham 5
Gregory Dulski 4
Gordon Ceresino 3
Mark Olson 11
View All
EDGAR Form CIK 2011 - 2024
13F-NT [0000819684]
Related Firms State AUM ($BB)
Federated Investment Management Company
PA 420.3
Federated Investment Counseling
PA 164.8
Federated Equity Management Company of Pennsylvania
PA 27.7
Federated Advisory Services Company
PA 0.0
Federated International Securities Corp
PA 0.0
Federated Securities Corp
PA 0.0
Comparable Firms State AUM ($BB)
Principal Global Investors LLC
IA 279.1
Robert W Baird & Co Incorporated
WI 247.8
Candriam SCA
117.3
Segal Advisors Inc
NY 26.2
Shenkman Capital Management Inc
NY 25.1
DA Davidson & Co
MT 23.9
Manning & Napier Advisors LLC
NY 17.0
Davenport & Company LLC
VA 16.6
ARK Investment Management LLC
FL 13.9
Rocaton Investment Advisors LLC
CT 12.4
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