FactSet Research Systems shares owned by Creative Planning
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.6M | 30k | 290.19 |
| 2025-09-30 | $2.0M | 7.0k | 283.42 |
| 2025-06-30 | $1.6M | 3.8k | 430.78 |
| 2025-03-31 | $1.7M | 3.6k | 454.69 |
| 2024-12-31 | $1.8M | 3.8k | 480.25 |
| 2024-09-30 | $1.7M | 3.6k | 459.88 |
| 2024-06-30 | $1.6M | 3.9k | 408.00 |
| 2024-03-31 | $2.0M | 4.5k | 454.39 |
| 2023-12-31 | $2.0M | 4.1k | 477.05 |
| 2023-09-30 | $1.7M | 4.0k | 437.27 |
| 2023-06-30 | $1.4M | 3.4k | 400.67 |
| 2023-03-31 | $1.1M | 2.5k | 415.15 |
| 2022-12-31 | $923k | 2.3k | 401.26 |
| 2022-09-30 | $870k | 2.2k | 400.37 |
| 2022-06-30 | $709k | 1.8k | 384.91 |
| 2022-03-31 | $580k | 1.3k | 434.13 |
| 2021-12-31 | $603k | 1.2k | 485.51 |
| 2021-09-30 | $481k | 1.2k | 394.59 |
| 2021-06-30 | $361k | 1.1k | 335.81 |
| 2021-03-31 | $581k | 1.9k | 308.55 |
| 2020-12-31 | $593k | 1.8k | 332.59 |
| 2020-09-30 | $584k | 1.7k | 334.86 |
| 2020-06-30 | $567k | 1.7k | 328.32 |
| 2020-03-31 | $479k | 1.8k | 260.89 |
| 2019-12-31 | $513k | 1.9k | 268.17 |
| 2019-09-30 | $535k | 2.2k | 242.74 |
| 2019-06-30 | $510k | 1.8k | 286.36 |
| 2019-03-31 | $464k | 1.9k | 248.39 |
| 2018-12-31 | $397k | 2.0k | 200.30 |
| 2018-09-30 | $414k | 1.8k | 223.90 |
| 2018-06-30 | $353k | 1.8k | 198.09 |
| 2018-03-31 | $350k | 1.8k | 199.54 |
| 2017-12-31 | $289k | 1.5k | 192.54 |
| 2017-09-30 | $253k | 1.4k | 179.94 |
| 2017-06-30 | $289k | 1.7k | 166.00 |
| 2017-03-31 | $310k | 1.9k | 164.89 |
| 2016-12-31 | $291k | 1.8k | 163.67 |
| 2016-09-30 | $271k | 1.7k | 162.08 |
| 2016-06-30 | $268k | 1.7k | 161.45 |
| 2016-03-31 | $250k | 1.6k | 151.61 |
| 2015-12-31 | $308k | 1.9k | 162.62 |
| 2015-09-30 | $266k | 1.7k | 159.66 |
| 2015-03-31 | $278k | 1.7k | 159.40 |
| 2014-12-31 | $355k | 2.5k | 140.87 |
| 2014-09-30 | $170k | 1.4k | 121.26 |
| 2014-06-30 | $166k | 1.4k | 119.94 |
| 2014-03-31 | $138k | 1.3k | 107.48 |
| 2013-12-31 | $107k | 984 | 108.74 |
| 2013-09-30 | $113k | 1.0k | 108.76 |
| 2013-06-30 | $100k | 984 | 101.63 |
| 2012-12-31 | $87k | 984 | 88.41 |
| 2012-09-30 | $119k | 1.2k | 96.43 |
| 2012-06-30 | $115k | 1.2k | 93.19 |
| 2011-12-31 | $22k | 250 | 88.00 |