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FactSet Research Systems shares owned by Pension & Wealth Management Advisors

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Pension & Wealth Management Advisors from 13F filings

Historical chart of Pension & Wealth Management Advisors investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

All positions including FactSet Research Systems held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $162k 703 230.29
2026-03-31 $152k 700 217.02
2025-12-31 $148k 509 290.21

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Top funds holding FactSet Research Systems

Bamco
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Loomis, Sayles and
Investec Asset Management
Geode Capital Management
Invesco
Morgan Stanley
Bank of America Corporation
Marshall Wace
Wells Fargo & Company
ProShare Advisors
Bank Of Montreal

View all funds holding FactSet Research Systems