|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Federated Investment Counseling
✚
|
|
|---|---|
| CRD # | 105325 |
| SEC # | 801-34611 |
| CIK # | 0000867836, 0000819684 |
| AUM | $199.6 B (2025-03-14) |
| Employees | 213 (67% Investors, 0% Brokers) |
| Phone | 412-288-1900 |
| Address | 1001 Liberty Avenue Pittsburgh, PA 15222-3779 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000867836 0000819684 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 1.3 | |
| Nvidia Corp | 1.2 | |
| Amazon Com Inc | 0.9 | |
| Apple Inc | 0.7 | |
| Alphabet Inc | 0.7 | |
| AbbVie Inc | 0.6 | |
| Palantir Technologies Inc | 0.6 | |
| Amgen Inc | 0.6 | |
| Verizon Communications Inc | 0.6 | |
| Broadcom Inc | 0.6 | |
| PNC Financial Services Group Inc | 0.5 | |
| Exxon Mobil Corp | 0.5 | |
| Pfizer Inc | 0.5 | |
| Philip Morris International Inc | 0.5 | |
| US Bancorp de | 0.4 | |
| Chevron Corp | 0.4 | |
| Johnson & Johnson | 0.4 | |
| Costco Wholesale Corp /NEW | 0.4 | |
| BB&T Corp | 0.4 | |
| Duke Energy Corp | 0.4 | |
| Ameriprise Financial Inc | 0.4 | |
| American Electric Power Co Inc | 0.4 | |
| Facebook Inc | 0.4 | |
| Zscaler Inc | 0.4 | |
| Spotify Technology Sa | 0.4 | |
| GE Vernova Inc | 0.4 | |
| AMB Property Corp | 0.3 | |
| Roblox Corp | 0.3 | |
| Huntington Bancshares Inc/MD | 0.3 | |
| Teradyne Inc | 0.3 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | ICBC Federated Active Cash Fixed Income Fund | [2019-03-18] | 0.0 | 106.0 |
| LF | Federated Hermes Prime Private Liquidity Fund | [2016-10-14] | 20,899.3 | 301.7 |
| Other | Federated Emerging Markets Global Debt Fund | [2013-03-13] | 2,947.0 | 37.9 |
| Other | Federated High Income Advantage Fund | [2013-03-13] | 2,947.0 | 20.0 |
| Other | Federated Strategic Value Equity Fund | [2013-03-13] | 2,947.0 | 1.1 |
| Other | Federated US Total Return Bond Fund | [2013-03-13] | 2,947.0 | 6.2 |
| LF | Federated Hermes Short-Term US Gov Securities Fund | [2012-03-12] | 2,947.0 | 752.9 |
| LF | Federated Hermes Short-Term US Prime Fund | [2012-03-12] | 2,947.0 | 1,509.5 |
| Other | Federated Investors Common Trust Fund Institutional Fixed Income Fund | 2012-03-12 | 1,880.1 | |
| Other | Federated Short-Term Euro Fund | [2012-03-12] | 2,947.0 | 45.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,357 | 3.2 |
| (b) Individuals (high net worth individuals) | 163 | 0.3 |
| (c) Banking or thrift institutions | 2 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 25 | 14.9 |
| (g) Pension and profit sharing plans | 215 | 2.0 |
| (h) Charitable organizations | 198 | 1.1 |
| (i) State or municipal government entities | 20 | 151.5 |
| (j) Other investment advisers | 957 | 2.9 |
| (k) Insurance companies | 8 | 16.3 |
| (l) Sovereign wealth funds and foreign official institutions | 2 | 2.7 |
| (m) Corporations or other businesses not listed above | 631 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 8,579 | 199.6 |
| By Discretionary | ||
| Discretionary | 8,579 | 199.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,579 | 199.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.9 | |
| United States Persons | 188.7 | |
| Total | 8,579 | 199.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michael Boyce | 19 | |||
| Ronan Walsh | 6 | |||
| John Donahue | 25 | |||
| Richard Fisher | 23 | |||
| John Lyons | 12 | |||
| Lori Hensler | 11 | |||
| Deborah Cunningham | 5 | |||
| Gregory Dulski | 4 | |||
| Gordon Ceresino | 3 | |||
| Christopher Gibson | 15 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000819684] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Federated Investment Management Company
✚
|
PA | 542.4 |
|
Federated Investment Counseling
✚
|
PA | 199.6 |
|
Federated Equity Management Company of Pennsylvania
✚
|
PA | 12.8 |
|
Federated Advisory Services Company
✚
|
PA | 0.0 |
|
Federated International Securities Corp
✚
|
PA | 0.0 |
|
Federated Securities Corp
✚
|
PA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Robert W Baird & Co Incorporated
✚
|
WI | 342.1 |
|
First Trust Advisors LP
✚
|
IL | 256.3 |
|
Candriam Socit EN Commandite Par Actions
✚
|
128.7 | |
|
Segal Advisors Inc
✚
|
NY | 37.5 |
|
DA Davidson & Co
✚
|
MT | 36.2 |
|
Kovitz Investment Group Partners LLC
✚
|
IL | 31.7 |
|
Shenkman Capital Management Inc
✚
|
NY | 30.8 |
|
Davenport & Company LLC
✚
|
VA | 22.5 |
|
Manning & Napier Advisors LLC
✚
|
NY | 18.4 |
|
Geowealth Management LLC
✚
|
IL | 13.6 |