Federated Investors shares owned by Fortis Advisors
Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Federated Investors
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Quarterly reported holdings in Federated Investors by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 29k | 51.93 |
| 2025-06-30 | $783k | 18k | 44.32 |
| 2025-03-31 | $721k | 18k | 40.77 |
| 2024-12-31 | $727k | 18k | 41.11 |
| 2023-06-30 | $2.7M | 76k | 35.85 |
| 2023-03-31 | $3.1M | 76k | 40.14 |
| 2022-12-31 | $2.7M | 76k | 36.31 |
| 2022-09-30 | $2.4M | 72k | 33.13 |
| 2022-06-30 | $2.3M | 72k | 31.79 |
| 2022-03-31 | $1.9M | 56k | 34.07 |
| 2021-12-31 | $2.1M | 56k | 37.58 |
| 2021-09-30 | $1.8M | 55k | 32.49 |
| 2021-06-30 | $1.9M | 55k | 33.90 |
| 2021-03-31 | $141k | 4.5k | 31.31 |
| 2020-12-31 | $41k | 1.4k | 28.77 |
| 2019-09-30 | $63M | 1.9M | 32.84 |
| 2019-06-30 | $63M | 1.9M | 32.50 |
| 2019-03-31 | $58M | 2.0M | 29.31 |
| 2018-12-31 | $52M | 2.0M | 26.55 |
| 2018-09-30 | $48M | 2.0M | 24.12 |
| 2018-06-30 | $46M | 2.0M | 23.32 |
| 2018-03-31 | $61M | 2.0M | 31.00 |
| 2017-12-31 | $76M | 2.1M | 36.08 |
| 2017-09-30 | $64M | 2.2M | 29.70 |
| 2017-06-30 | $61M | 2.2M | 28.25 |
| 2017-03-31 | $55M | 2.1M | 26.06 |
| 2016-12-31 | $59M | 2.1M | 28.28 |