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 884 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,998
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
2,994
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
2,993
shares
|
$1.31 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,980
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,945
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2023
Reduced 35.65%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
2,922
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2019
Added 7.82%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
2,848
shares
|
$1.24 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
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
2,795
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
2,780
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
2,766
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 160.21%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,748
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
2,705
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,680
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 35.08%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,572
shares
|
$1.12 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
|
$1.11 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
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,541
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
2,538
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
2,518
shares
|
$1.1 Million
0.31% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,510
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,494
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,463
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,448
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,432
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Added 67.15%
|