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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

HighTower Advisors's FDS Position: Q3 2026 in Review

HighTower Advisors increased its Factset (FDS) stake by 0.96% in Q3 2026, buying an estimated $322K and bringing the position to 123,134 shares worth $33.2M. The position accounts for 0.03% of the portfolio, ranked #482.

HighTower Advisors first reported a position in FDS in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.8M in Q4 2023. 679 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • HighTower Advisors held 123,134 shares of Factset worth $33.2M as of Q3 2026.
  • HighTower Advisors bought 1,172 Factset shares in Q3 2026, an estimated $322K.
  • Factset made up 0.03% of HighTower Advisors's portfolio in Q3 2026, its #482 holding.
  • HighTower Advisors first reported a position in Factset in Q2 2013 and has held it in 52 quarters since.
  • HighTower Advisors's Factset position peaked at $50.8M in Q4 2023.
  • 679 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.