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 $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
2,535
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,534
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,510
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,477
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
2,467
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 55.16%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
2,453
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
2,451
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,448
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
2,445
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 49.36%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,442
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
2,426
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
2,390
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2021
Reduced 5.2%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
2,389
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,368
shares
|
$1.09 Million
0.2% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Profit Investment Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,349
shares
|
$1.08 Million
0.84% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
2,343
shares
|
$1.07 Million
0.28% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,332
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 37.1%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,325
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,312
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
2,300
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
2,267
shares
|
$1.04 Million
0.35% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,265
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
2,250
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 104.55%
|
|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
2,200
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,200
shares
|
$1.01 Million
0.49% of portfolio
|
Q4 2021
New holding
|