FactSet Research Systems shares owned by LPL Financial
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 72k | 459.84 |
| 2024-06-30 | $28M | 68k | 408.27 |
| 2024-03-31 | $31M | 67k | 454.39 |
| 2023-09-30 | $25M | 57k | 437.26 |
| 2023-06-30 | $22M | 54k | 400.65 |
| 2023-03-31 | $20M | 47k | 415.09 |
| 2022-12-31 | $20M | 49k | 401.21 |
| 2022-09-30 | $17M | 43k | 400.11 |
| 2022-06-30 | $16M | 41k | 384.58 |
| 2022-03-31 | $13M | 30k | 434.16 |
| 2021-12-31 | $14M | 28k | 486.02 |
| 2021-09-30 | $9.8M | 25k | 394.76 |
| 2021-06-30 | $6.9M | 21k | 335.63 |
| 2021-03-31 | $5.5M | 18k | 308.57 |
| 2020-12-31 | $5.2M | 16k | 332.53 |
| 2020-09-30 | $4.8M | 14k | 334.87 |
| 2020-06-30 | $4.6M | 14k | 328.50 |
| 2020-03-31 | $3.3M | 13k | 260.68 |
| 2019-12-31 | $3.6M | 13k | 268.31 |
| 2019-09-30 | $3.2M | 13k | 242.96 |
| 2019-06-30 | $3.9M | 14k | 286.58 |
| 2019-03-31 | $2.8M | 11k | 248.31 |
| 2018-12-31 | $2.1M | 11k | 200.17 |
| 2018-09-30 | $2.2M | 9.6k | 223.76 |
| 2018-06-30 | $1.9M | 9.4k | 198.12 |
| 2018-03-31 | $1.9M | 9.4k | 199.39 |
| 2017-12-31 | $1.1M | 5.6k | 192.71 |
| 2017-09-30 | $918k | 5.1k | 180.18 |
| 2017-06-30 | $457k | 2.8k | 166.18 |
| 2017-03-31 | $435k | 2.6k | 164.52 |
| 2016-12-31 | $375k | 2.3k | 164.69 |