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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
2,163
shares
|
$806,496
0.3% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
2,144
shares
|
$799,411
0.01% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,099
shares
|
$782,633
0.01% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
2,088
shares
|
$778,531
0.03% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
2,076
shares
|
$774,057
0.03% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
2,070
shares
|
$771,820
0.42% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
2,052
shares
|
$765,108
0.03% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,032
shares
|
$757,651
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,030
shares
|
$756,905
0.01% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
2,024
shares
|
$754,668
0.11% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$745,720
0.02% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
1,992
shares
|
$742,737
0.09% of portfolio
|
Q2 2025
Reduced 89.14%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,984
shares
|
$739,754
0.12% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,980
shares
|
$738,262
0.01% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
1,970
shares
|
$734,534
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,967
shares
|
$733,415
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
1,955
shares
|
$728,941
0.03% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,952
shares
|
$727,822
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Aug 01, 2025 Q2 2025 |
1,944
shares
|
$724,839
0.55% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,913
shares
|
$713,281
0.01% of portfolio
|
Q2 2025
Added 73.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,906
shares
|
$710,671
0.02% of portfolio
|
Q2 2025
Reduced 21.08%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,905
shares
|
$710,298
0.0% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,879
shares
|
$700,603
0.04% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,839
shares
|
$685,689
0.14% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
1,809
shares
|
$674,503
0.11% of portfolio
|
Q2 2025
Added 2.73%
|