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 36.3 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 |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
2,275
shares
|
$983,300
0.02% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,270
shares
|
$981,139
0.0% of portfolio
|
Q1 2025
Reduced 35.01%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
2,255
shares
|
$974,656
0.13% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,204
shares
|
$952,612
0.38% of portfolio
|
Q4 2024
Added 123.53%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,200
shares
|
$950,884
0.53% of portfolio
|
Q4 2021
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,172
shares
|
$938,781
0.34% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2,132
shares
|
$921,493
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2,108
shares
|
$911,119
0.12% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
2,106
shares
|
$910,255
0.01% of portfolio
|
Q4 2024
Added 31.62%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
2,105
shares
|
$909,823
0.02% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,102
shares
|
$908,526
0.0% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
2,088
shares
|
$902,475
0.03% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
2,042
shares
|
$882,593
0.01% of portfolio
|
Q1 2025
Added 21.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
2,017
shares
|
$871,787
0.02% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,008
shares
|
$867,897
0.02% of portfolio
|
Q4 2024
Added 37.72%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
2,000
shares
|
$864,440
0.02% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,993
shares
|
$861,414
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Apr 09, 2025 Q1 2025 |
1,966
shares
|
$849,744
0.43% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
1,962
shares
|
$848,015
0.01% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
1,956
shares
|
$845,422
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
1,955
shares
|
$844,990
0.03% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
1,951
shares
|
$843,261
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,944
shares
|
$840,235
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
1,924
shares
|
$831,591
0.24% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,917
shares
|
$828,565
0.01% of portfolio
|
Q1 2025
Reduced 26.16%
|