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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
2,550
shares
|
$950,793
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
2,507
shares
|
$934,760
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$932,150
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,489
shares
|
$928,048
0.16% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,456
shares
|
$915,744
0.0% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,448
shares
|
$912,761
0.1% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,432
shares
|
$906,795
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
2,414
shares
|
$900,084
0.01% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,410
shares
|
$898,592
0.17% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
2,401
shares
|
$895,236
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
2,390
shares
|
$891,135
0.11% of portfolio
|
Q4 2021
Reduced 5.2%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,373
shares
|
$884,796
0.01% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,368
shares
|
$882,932
0.2% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,349
shares
|
$875,848
0.94% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
2,340
shares
|
$872,492
0.7% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,315
shares
|
$863,170
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,300
shares
|
$857,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
2,300
shares
|
$857,578
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,281
shares
|
$850,493
0.02% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,262
shares
|
$843,409
0.03% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,250
shares
|
$838,935
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,246
shares
|
$837,443
0.11% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
2,228
shares
|
$830,732
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,200
shares
|
$820,292
0.5% of portfolio
|
Q4 2021
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
2,197
shares
|
$819,173
0.02% of portfolio
|
Q2 2025
Reduced 2.05%
|