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
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -2.04%
0.04%
$414,482
863 shares@ 480.29 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -0.48%
0.02%
$374,103
813 shares@ 460.16 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -68.21%
0.01%
$371,000
771 shares@ 481.2 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -0.79%
0.02%
$361,171
752 shares@ 480.29 avg price
Sylvie DIMARCO@Perpetual Ltd
Recent Activity
Decreased -7.01%
0.01%
$337,157
702 shares@ 480.29 avg price
Andrew Brady@Brady Family Wealth, Llc
Recent Activity
Decreased -0.14%
0.11%
$332,354
692 shares@ 480.29 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
Decreased -4.49%
0.09%
$306,419
638 shares@ 480.29 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -1.55%
0.03%
$273,279
569 shares@ 480.28 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Decreased -6.73%
0.03%
$219,488
457 shares@ 480.29 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -5.26%
0.02%
$203,859
450 shares@ 453.02 avg price