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 908 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
4,527
shares
|
$1.69 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
|
$1.67 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
4,444
shares
|
$1.66 Million
0.08% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
4,412
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
4,351
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
4,336
shares
|
$1.62 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
4,331
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
4,228
shares
|
$1.58 Million
0.47% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
4,221
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
4,198
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
4,174
shares
|
$1.56 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,168
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,083
shares
|
$1.52 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,079
shares
|
$1.52 Million
0.44% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
4,017
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$1.49 Million
1.29% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,983
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2023
Reduced 27.45%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
3,971
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,920
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Aurora Investment Managers, Llc.
|
Jul 23, 2025 Q2 2025 |
3,880
shares
|
$1.45 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,819
shares
|
$1.42 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,814
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
3,794
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
3,785
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
3,758
shares
|
$1.4 Million
0.38% of portfolio
|
Q2 2025
New holding
|