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FactSet Research Systems shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in FactSet Research Systems

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All positions including FactSet Research Systems held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $191k 659 290.18
2025-09-30 $86k 301 286.48
2025-06-30 $59k 131 450.20
2025-03-31 $60k 132 457.00

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View all positions for ORG Wealth Partners

Top funds holding FactSet Research Systems

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

View all funds holding FactSet Research Systems