Institutional Ownership Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS). We have compiled data on the 882 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,391
shares
|
$2.25 Million
0.02% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
5,373
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
5,341
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2025
Added 155.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
5,306
shares
|
$2.21 Million
0.06% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
5,300
shares
|
$2.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.91%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
5,286
shares
|
$2.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,110
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
5,081
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.66%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,078
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
5,039
shares
|
$2.1 Million
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,033
shares
|
$2.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
4,995
shares
|
$2.08 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
4,993
shares
|
$2.08 Million
0.49% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,989
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
4,939
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
4,871
shares
|
$2.03 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,804
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,781
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Added 37.98%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
4,769
shares
|
$1.99 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
4,735
shares
|
$1.98 Million
0.1% of portfolio
|
Q1 2025
Reduced 48.6%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,666
shares
|
$1.95 Million
0.89% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
4,585
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.26%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,540
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
4,527
shares
|
$1.89 Million
0.18% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
4,473
shares
|
$1.87 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.08%
|