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 881 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,617
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
4,538
shares
|
$2.19 Million
0.02% of portfolio
|
Q3 2024
Added 653.82%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
4,537
shares
|
$2.19 Million
0.89% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
4,533
shares
|
$2.19 Million
0.41% of portfolio
|
Q3 2024
Reduced 45.15%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
4,530
shares
|
$2.19 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,484
shares
|
$2.17 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,450
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2024
Added 303.08%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,416
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 91.37%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
4,379
shares
|
$2.12 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
4,320
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
4,307
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,247
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2024
Added 75.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,182
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
4,162
shares
|
$2.01 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
4,119
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,079
shares
|
$1.97 Million
0.44% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Aurora Investment Managers, Llc.
|
Oct 17, 2024 Q3 2024 |
4,005
shares
|
$1.94 Million
1.18% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
4,005
shares
|
$1.94 Million
0.17% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
4,000
shares
|
$1.93 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$1.93 Million
1.4% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,993
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2024
Added 112.85%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,983
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2023
Reduced 27.45%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
3,928
shares
|
$1.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 27.43%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,911
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,861
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 62.1%
|