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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
3,180
shares
|
$1.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,108
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
3,084
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
3,045
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
3,040
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
3,023
shares
|
$1.13 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,980
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
2,962
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
2,958
shares
|
$1.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,945
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2023
Reduced 35.65%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
2,922
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2019
Added 7.82%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
2,892
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
2,786
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
2,780
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
2,755
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
2,748
shares
|
$1.02 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,714
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,659
shares
|
$991,434
0.02% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,650
shares
|
$988,079
0.01% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,648
shares
|
$987,333
0.01% of portfolio
|
Q2 2025
Reduced 83.3%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,633
shares
|
$981,740
0.03% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
2,621
shares
|
$977,266
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
2,605
shares
|
$971,300
0.02% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
2,589
shares
|
$965,334
0.29% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
2,567
shares
|
$957,131
0.01% of portfolio
|
Q2 2025
Reduced 85.05%
|