Position in FDS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$150,424,191
-$195,735,331 QoQ
Shares Held
693,231
-41.9% QoQ
Ownership
1.95%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $2,385,545,074 across 14 Financial Data & Stock Exchanges names. FDS ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,511,093 | $1,010,471,353 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,802,347 | $440,753,134 | |
| 3 | CME |
Cme Group Inc.
|
1,136,518 | $335,670,588 | |
| 4 | MSCI |
MSCI Inc.
|
279,727 | $150,775,648 | |
| 5 | FDS |
Factset Research Systems Inc
This page
|
693,231 | $150,424,191 | |
| 6 | COIN |
Coinbase Global, Inc.
|
475,261 | $82,985,321 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
975,358 | $82,798,139 | |
| 8 | MCO |
Moodys Corp /De/
|
168,933 | $73,697,020 |
All Filings in FDS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,424,191 | 693,231 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $346,159,522 | 1,192,872 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $382,138,408 | 1,333,863 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $614,187,897 | 1,373,162 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $630,540,213 | 1,386,900 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $678,085,717 | 1,411,855 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $664,832,273 | 1,445,759 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $597,194,491 | 1,462,744 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $674,364,741 | 1,484,110 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $717,888,691 | 1,504,850 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $663,462,467 | 1,517,318 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $613,400,756 | 1,531,014 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $651,450,545 | 1,569,420 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $637,563,210 | 1,589,101 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $639,890,719 | 1,599,287 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $631,172,818 | 1,641,243 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $717,370,355 | 1,652,356 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $795,519,148 | 1,636,837 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $653,467,884 | 1,655,271 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $564,067,778 | 1,680,724 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $542,719,699 | 1,758,708 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $583,304,749 | 1,754,300 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $594,869,444 | 1,776,366 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $598,881,611 | 1,823,246 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $470,815,449 | 1,806,105 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||