LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in FDS — Factset Research Systems Inc

CIK 932974 BOSTON, MA

Back to FDS Full portfolio

Position in FDS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$967,486

-$1,148,166 QoQ

Shares Held

4,205

-56.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#301

of 762 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in FDS Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $20,156,340 across 5 Financial Data & Stock Exchanges names. FDS ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	26,140	$14,639,445
2	SPGI	S&P Global Inc.	9,543	$3,676,743
3	FDS	Factset Research Systems Inc This page	4,205	$967,486
4	MCO	Moodys Corp /De/	1,878	$850,583
5	CME	Cme Group Inc.	100	$22,083

All Filings in FDS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$967,486	4,205	-56.9%	Shares	Sole	2026-07-30
2026-03-31	$2,115,652	9,750	-5.8%	Shares	Sole	2026-04-13
2025-12-31	$3,002,595	10,347	-4.2%	Shares	Sole	2026-01-28
2025-09-30	$3,094,664	10,802	-75.0%	Shares	Sole	2025-10-24
2025-06-30	$19,289,396	43,126	-0.3%	Shares	Sole	2025-07-30
2025-03-31	$19,664,998	43,254	-2.1%	Shares	Sole	2025-04-24
2024-12-31	$21,221,651	44,186	-1.5%	Shares	Sole	2025-01-28
2024-09-30	$20,630,250	44,863	-2.4%	Shares	Sole	2024-10-25
2024-06-30	$18,759,597	45,949	+3.1%	Shares	Sole	2024-07-17
2024-03-31	$20,247,618	44,560	+2.8%	Shares	Sole	2024-04-23
2023-12-31	$20,682,979	43,356	+4.0%	Shares	Sole	2024-02-01
2023-09-30	$18,222,809	41,675	+825.1%	Shares	Sole	2023-11-03
2023-06-30	$1,804,928	4,505	0.0%	Shares	Sole	2023-08-01
2023-03-31	$1,869,980	4,505	-0.3%	Shares	Sole	2023-05-02
2022-12-31	$1,813,469	4,520	-0.3%	Shares	Sole	2023-03-02
2022-09-30	$1,814,498	4,535	0.0%	Shares	Sole	2022-10-25
2022-06-30	$1,744,024	4,535	0.0%	Shares	Sole	2022-07-26
2022-03-31	$1,968,870	4,535	-3.3%	Shares	Sole	2022-04-13
2021-12-31	$2,279,386	4,690	-3.4%	Shares	Sole	2022-02-14
2021-09-30	$1,916,656	4,855	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$1,631,400	4,861	-0.1%	Shares	Sole	2021-08-13
2021-03-31	$1,501,907	4,867	+0.2%	Shares	Sole	2021-04-14
2020-12-31	$1,614,287	4,855	0.0%	Shares	Sole	2021-01-14
2020-09-30	$1,625,842	4,855	0.0%	Shares	Sole	2020-10-15
2020-06-30	$1,594,721	4,855	0.0%	Shares	Sole	2020-07-30
2020-03-31	$1,265,601	4,855	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.