13F

Stock

Factset Resh Sys Inc

Ticker not mapped · held by 23 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$897M

Holders

23

+2 new · −1 exited

Holders’ est. mark

−$22.4M

Price effect on 9 books still in the name

Largest holder

$621.5M

MORGAN STANLEY

Holder count by quarter

Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.17M$621.5M—Held
BANK OF AMERICA CORP /DE/572.8K$164.1M—Held
BARCLAYS PLC272.5K$78.1M−$16.9MAdded$31.1M
TUDOR INVESTMENT CORP ET AL62.7K$18M—Held
Sanctuary Advisors, LLC15.8K$4.54M−$2.55MCut−$2.72M
Alberta Investment Management Corp13.5K$3.87M—New
Swiss Life Asset Management Ltd10.7K$3.06M−$1.47MCut−$1.03M
OP Asset Management Ltd4.5K$1.29M−$650.6KCut−$521.1K
Henshaw Capital LLC2.5K$714.9K−$399.8KCut−$397.6K
SUMMIT WEALTH GROUP LLC / CO2.94K$440.3K—Held
Lindenwold Advisors, INC1.05K$299.7K—Held
Cresset Asset Management, LLC953$273K−$151KCut−$147K
National Philanthropic Trust940$269.3K−$151.1KCut−$153.4K
Savant Capital, LLC863$247.3K−$93KCut−$11.3K
IFP Advisors, Inc680$194.8K—Held
Leonteq Securities AG499$143K−$161Added$142.5K
Allworth Financial LP113$32.4K—Held
MV CAPITAL MANAGEMENT, INC.16$4.58K—Held
Essential Partners LLC7$2K—New
KBC Group NV4.98K$1.43K—Held
Principia Wealth Advisory, LLC2$573—Held
SkyView Investment Advisors, LLC1.86K$533—Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD1.7K$487—Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.