Litman Gregory Asset Management »

FactSet Research Systems shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $32k 109 290.19

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Litman Gregory Asset Management

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Bamco
State Street Corporation
Loomis, Sayles and
Investec Asset Management
Wells Fargo & Company
Geode Capital Management
Citadel Advisors
Invesco
AQR Capital Management
Marshall Wace
ProShare Advisors
Norges Bank Investment Management
Goldman Sachs Group

View all funds holding FactSet Research Systems