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FactSet Research Systems shares owned by M3 Advisory Group

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in FactSet Research Systems

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All positions including FactSet Research Systems held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $222k 497 447.01
2025-03-31 $241k 530 454.86
2024-12-31 $256k 534 480.07
2024-09-30 $245k 532 460.15

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NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
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Select Sector Spdr Tr Energy (XLE)
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Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for M3 Advisory Group

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Bamco
Loomis, Sayles and
Wells Fargo & Company
Investec Asset Management
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Mitsubishi UFJ Asset Management
Invesco
Citadel Advisors
StonePine Asset Management
Charles Schwab Investment Management

View all funds holding FactSet Research Systems