Federated Investors shares owned by Creative Planning
Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Federated Investors
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Quarterly reported holdings in Federated Investors by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 29k | 51.93 |
| 2025-06-30 | $946k | 21k | 44.32 |
| 2025-03-31 | $896k | 22k | 40.77 |
| 2024-12-31 | $840k | 20k | 41.11 |
| 2024-09-30 | $658k | 18k | 36.77 |
| 2024-06-30 | $763k | 23k | 32.88 |
| 2024-03-31 | $841k | 23k | 36.12 |
| 2023-12-31 | $765k | 23k | 33.86 |
| 2023-09-30 | $918k | 27k | 33.87 |
| 2023-06-30 | $878k | 25k | 35.85 |
| 2023-03-31 | $980k | 24k | 40.14 |
| 2022-12-31 | $1.2M | 33k | 36.31 |
| 2022-09-30 | $1.1M | 34k | 33.11 |
| 2022-06-30 | $990k | 31k | 31.78 |
| 2022-03-31 | $1.1M | 31k | 34.05 |
| 2021-12-31 | $1.2M | 31k | 37.59 |
| 2021-09-30 | $998k | 31k | 32.51 |
| 2021-06-30 | $1.5M | 45k | 33.92 |
| 2021-03-31 | $685k | 22k | 31.31 |
| 2020-12-31 | $826k | 29k | 28.90 |
| 2020-09-30 | $560k | 26k | 21.49 |
| 2019-12-31 | $238k | 7.3k | 32.66 |
| 2017-06-30 | $28k | 984 | 28.46 |
| 2017-03-31 | $27k | 1.0k | 25.94 |
| 2016-12-31 | $46k | 1.6k | 28.03 |
| 2016-09-30 | $39k | 1.3k | 29.37 |
| 2016-06-30 | $35k | 1.2k | 28.88 |
| 2016-03-31 | $35k | 1.2k | 28.88 |
| 2015-12-31 | $35k | 1.2k | 28.88 |
| 2015-09-30 | $31k | 1.1k | 29.19 |
| 2015-03-31 | $78k | 2.3k | 33.97 |
| 2014-12-31 | $35k | 1.1k | 32.96 |
| 2014-09-30 | $31k | 1.1k | 29.19 |
| 2014-06-30 | $33k | 1.1k | 31.07 |
| 2014-03-31 | $32k | 1.1k | 30.13 |
| 2013-12-31 | $34k | 1.2k | 28.89 |
| 2013-09-30 | $40k | 1.5k | 27.27 |
| 2013-06-30 | $10k | 357 | 28.01 |
| 2012-12-31 | $5.0k | 257 | 19.46 |
| 2012-09-30 | $10k | 506 | 19.76 |
| 2012-06-30 | $6.0k | 257 | 23.35 |
| 2011-12-31 | $4.0k | 257 | 15.56 |