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 895 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
3,045
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
3,042
shares
|
$1.41 Million
0.77% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,034
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 67.79%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,032
shares
|
$1.4 Million
0.58% of portfolio
|
Q1 2025
Added 78.04%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,998
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
2,994
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
2,993
shares
|
$1.39 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,980
shares
|
$1.38 Million
0.1% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,945
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2023
Reduced 35.65%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
2,922
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2019
Added 7.82%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
2,848
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
2,829
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
2,795
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
2,766
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 160.21%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,748
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
2,711
shares
|
$1.25 Million
0.27% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
2,705
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,680
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 35.08%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,572
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
2,550
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
2,546
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
2,544
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,541
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
2,538
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
2,518
shares
|
$1.17 Million
0.31% of portfolio
|
Q1 2025
Added 7.29%
|