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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,415
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,410
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
2,398
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
2,390
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2021
Reduced 5.2%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
2,377
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
Added 132.81%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,376
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 86.21%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,368
shares
|
$1.03 Million
0.2% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,362
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
May 05, 2025 Q1 2025 |
2,358
shares
|
$1.03 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,349
shares
|
$1.03 Million
0.94% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,345
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
2,340
shares
|
$1.02 Million
0.7% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
2,300
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,295
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,270
shares
|
$991,013
0.0% of portfolio
|
Q1 2025
Reduced 35.01%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,246
shares
|
$980,536
0.11% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,243
shares
|
$979,226
0.02% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
2,218
shares
|
$968,312
0.34% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
2,210
shares
|
$964,819
0.0% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,200
shares
|
$960,454
0.53% of portfolio
|
Q4 2021
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,092
shares
|
$913,304
0.12% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
2,090
shares
|
$912,431
0.02% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
2,088
shares
|
$911,558
0.03% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
2,076
shares
|
$906,319
0.03% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
2,070
shares
|
$903,699
0.42% of portfolio
|
Q2 2025
Added 5.29%
|