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FactSet Research Systems shares owned by Summit Financial

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $499k 1.1k 454.47
2023-12-31 $686k 1.4k 477.09
2023-09-30 $592k 1.4k 437.28
2023-06-30 $534k 1.3k 400.65

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Top funds holding FactSet Research Systems

Vanguard Group
Bamco
Wells Fargo & Company
Investec Asset Management
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Fiera Capital Corporation
Massachusetts Financial Services
Charles Schwab Investment Management
Legal & General Group
Btim
Congress Asset Management
Bank of New York Mellon
Mitsubishi UFJ Asset Management

View all funds holding FactSet Research Systems