HighTower Advisors
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HighTower Advisors’s Factset FDS Stock Holding History

HighTower Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$1.26K – 3521
2023
Q1 		$1.26K Buy
+100
New +$41.6K ﹤0.01% 3306

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's FDS Position: Q1 2026 in Review

HighTower Advisors increased its Factset (FDS) stake by 441% in Q1 2026, buying an estimated $22.6M and bringing the position to 118,815 shares worth $25.8M. The position accounts for 0.03% of the portfolio, ranked #534.

HighTower Advisors first reported a position in FDS in Q2 2013 and has held it in 50 quarters since. The position peaked at $50.8M in Q4 2023. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • HighTower Advisors held 118,815 shares of Factset worth $25.8M as of Q1 2026.
  • HighTower Advisors bought 96,865 Factset shares in Q1 2026, an estimated $22.6M.
  • Factset made up 0.03% of HighTower Advisors's portfolio in Q1 2026, its #534 holding.
  • HighTower Advisors first reported a position in Factset in Q2 2013 and has held it in 50 quarters since.
  • HighTower Advisors's Factset position peaked at $50.8M in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.