FactSet Research Systems shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.5k | 286.49 |
| 2025-06-30 | $1.9M | 4.3k | 447.28 |
| 2025-03-31 | $2.0M | 4.4k | 454.64 |
| 2024-12-31 | $2.0M | 4.2k | 480.28 |
| 2024-09-30 | $2.1M | 4.6k | 459.85 |
| 2024-06-30 | $1.9M | 4.7k | 408.27 |
| 2024-03-31 | $2.0M | 4.5k | 454.39 |
| 2023-12-31 | $2.1M | 4.5k | 477.05 |
| 2023-09-30 | $2.1M | 4.7k | 437.26 |
| 2023-06-30 | $2.2M | 5.5k | 400.65 |
| 2023-03-31 | $2.3M | 5.6k | 415.09 |
| 2022-12-31 | $1.7M | 4.2k | 401.21 |
| 2022-09-30 | $1.6M | 4.0k | 400.00 |
| 2022-06-30 | $1.4M | 3.6k | 384.32 |
| 2022-03-31 | $789k | 1.8k | 433.96 |
| 2021-12-31 | $882k | 1.8k | 485.28 |
| 2021-09-30 | $4.5M | 11k | 394.72 |
| 2021-06-30 | $3.9M | 12k | 335.09 |
| 2021-03-31 | $3.6M | 12k | 308.56 |
| 2020-12-31 | $3.9M | 12k | 332.48 |
| 2020-09-30 | $2.6M | 13k | 200.00 |
| 2020-06-30 | $4.7M | 14k | 328.50 |
| 2020-03-31 | $3.5M | 13k | 260.64 |
| 2019-12-31 | $3.6M | 13k | 268.08 |
| 2019-09-30 | $3.4M | 14k | 242.95 |
| 2019-06-30 | $4.2M | 15k | 286.54 |
| 2019-03-31 | $3.6M | 15k | 248.23 |
| 2018-12-31 | $2.9M | 15k | 200.11 |
| 2018-09-30 | $3.3M | 15k | 223.75 |
| 2018-06-30 | $2.9M | 15k | 197.93 |
| 2018-03-31 | $3.0M | 15k | 199.41 |
| 2017-12-31 | $3.1M | 16k | 192.73 |
| 2017-09-30 | $2.9M | 16k | 180.00 |
| 2017-06-30 | $2.7M | 16k | 166.14 |
| 2017-03-31 | $2.6M | 16k | 164.77 |
| 2016-12-31 | $2.9M | 18k | 163.40 |
| 2016-09-30 | $3.0M | 18k | 162.11 |
| 2016-06-30 | $2.0M | 13k | 161.36 |
| 2016-03-31 | $943k | 6.2k | 151.58 |
| 2015-12-31 | $1.0M | 6.2k | 162.51 |
| 2015-09-30 | $994k | 6.2k | 159.78 |
| 2015-06-30 | $948k | 5.8k | 162.58 |
| 2015-03-31 | $928k | 5.8k | 159.15 |
| 2014-12-31 | $803k | 5.7k | 140.68 |
| 2014-09-30 | $704k | 5.8k | 121.59 |
| 2014-06-30 | $705k | 5.9k | 120.23 |
| 2014-03-31 | $655k | 6.1k | 107.87 |
| 2013-12-31 | $686k | 6.3k | 108.63 |
| 2013-09-30 | $697k | 6.4k | 109.06 |
More positions owned by Summit Investment Advisors
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