Moran Wealth Management, LLC

Position in FDS — Factset Research Systems Inc

CIK 1965334 Naples, FL

Position in FDS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,709,290

+$829,624 QoQ

Shares Held

33,507

+5.7% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#123

of 762 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Moran Wealth Management, LLC holds $44,415,286 across 5 Financial Data & Stock Exchanges names. FDS ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	75,663	$16,708,660
2	SPGI	S&P Global Inc.	24,028	$9,257,833
3	FDS	Factset Research Systems Inc This page	33,507	$7,709,290
4	NDAQ	Nasdaq, Inc.	82,618	$6,511,950
5	CBOE	Cboe Global Markets, Inc.	17,421	$4,227,553

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,709,290	33,507	+5.7%	Shares	Sole	2026-08-05
2026-03-31	$6,879,666	31,705	+106.4%	Shares	Defined	2026-04-27
2025-12-31	$4,458,188	15,363	-37.3%	Shares	Sole	2026-01-26
2024-12-31	$11,771,662	24,510	+2.8%	Shares	Sole	2025-02-07
2024-09-30	$10,966,502	23,848	+1.3%	Shares	Sole	2024-11-08
2024-06-30	$9,614,350	23,549	+1.1%	Shares	Sole	2024-08-13
2024-03-31	$10,588,195	23,302	-0.6%	Shares	Sole	2024-05-15
2023-12-31	$11,186,345	23,449	+1.0%	Shares	Sole	2024-02-08
2023-09-30	$10,154,488	23,223	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$9,291,474	23,191	-3.5%	Shares	Sole	2023-08-10
2023-03-31	$9,975,442	24,032	-0.1%	Shares	Sole	2023-05-10
2022-12-31	$9,654,316	24,063	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.