FDS

Factset Research Systems Inc

Latest period2024 - Q4Total superinvestors112

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 112 superinvestors own shares of Factset Research Systems Inc (FDS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Factset Research Systems Inc (FDS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Factset Research Systems Inc (FDS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Factset Research Systems Inc (FDS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 0.08%
0.09%
$2.041M
4,250 shares@ 480.24 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 2.14%
0.01%
$1.934M
4,207 shares@ 459.82 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 52.51%
0.41%
$2.003M
4,171 shares@ 480.25 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Increased 16.18%
0.3%
$1.456M
3,031 shares@ 480.28 avg price
Michael J. Newman@Burney Co
Recent Activity
Increased 10.81%
0.05%
$1.305M
2,718 shares@ 480.28 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 15.01%
0.03%
$1.2M
2,498 shares@ 480.3 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 24.11%
0.01%
$947,000
1,972 shares@ 480.23 avg price
Brian D. Mitchell@Mitchell & Pahl Private Wealth, Llc
Recent Activity
Increased 5.32%
0.44%
$941,352
1,960 shares@ 480.29 avg price
Tim Reyna@Cerro Pacific Wealth Advisors Llc
Recent Activity
Increased 1.45%
0.27%
$808,732
1,759 shares@ 459.77 avg price
Barbara Olson@Baker Tilly Wealth Management, Llc
Recent Activity
Increased 6.6%
0.25%
$613,391
1,277 shares@ 480.34 avg price