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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
3,820
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Fcf Advisors LLC
|
Oct 08, 2024 Q3 2024 |
3,803
shares
|
$1.84 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,684
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,677
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,670
shares
|
$1.77 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,668
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,601
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
3,600
shares
|
$1.74 Million
0.71% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
3,595
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 59.41%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
3,509
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 94.84%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,464
shares
|
$1.67 Million
0.75% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
3,427
shares
|
$1.66 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,417
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2024
Added 70.85%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
3,346
shares
|
$1.62 Million
0.26% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,299
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 42.04%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,288
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
3,278
shares
|
$1.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
3,278
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
3,277
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,263
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,159
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,119
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
3,117
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,084
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Added 17.71%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
3,063
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 3.62%
|