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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,757
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
3,750
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,640
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
3,539
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
3,510
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 132.45%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
3,476
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 32.84%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,465
shares
|
$1.29 Million
0.36% of portfolio
|
Q2 2025
Added 139.79%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
3,444
shares
|
$1.28 Million
0.95% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,416
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,382
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,377
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 44.24%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
3,356
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
3,336
shares
|
$1.24 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
3,335
shares
|
$1.24 Million
0.52% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Taylor Frigon Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,333
shares
|
$1.24 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Impax Asset Management Group PLC
|
Aug 08, 2025 Q2 2025 |
3,283
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
3,258
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
3,257
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
3,244
shares
|
$1.21 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
3,237
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 64.65%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
3,237
shares
|
$1.21 Million
0.78% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
3,222
shares
|
$1.2 Million
0.56% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
3,221
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Reduced 63.57%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
3,193
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 98.55%
|