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 $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
2,200
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
2,188
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2024
Reduced 8.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,177
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
2,176
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Added 19.56%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
2,173
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.16%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,172
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,170
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
2,166
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,118
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
2,100
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,075
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 17.76%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
2,071
shares
|
$1 Million
0.39% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,039
shares
|
$985,897
0.01% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,018
shares
|
$975,743
0.15% of portfolio
|
Q3 2024
Reduced 23.39%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,996
shares
|
$965,105
0.11% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
1,995
shares
|
$964,622
0.01% of portfolio
|
Q3 2024
Added 30.99%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
1,989
shares
|
$961,721
0.0% of portfolio
|
Q3 2024
Added 21.5%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
1,971
shares
|
$953,017
0.0% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,969
shares
|
$952,050
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
1,964
shares
|
$949,633
0.03% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
1,921
shares
|
$928,841
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
1,900
shares
|
$918,688
0.03% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,880
shares
|
$909,017
0.02% of portfolio
|
Q3 2024
Reduced 65.93%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
1,861
shares
|
$899,830
0.41% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,846
shares
|
$892,577
0.0% of portfolio
|
Q3 2024
Reduced 17.11%
|