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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,061
shares
|
$899,770
0.02% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
2,058
shares
|
$898,461
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
2,042
shares
|
$891,475
0.01% of portfolio
|
Q1 2025
Added 21.33%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,029
shares
|
$885,800
0.0% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
2,026
shares
|
$884,490
0.03% of portfolio
|
Q1 2025
Added 81.22%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
2,024
shares
|
$883,617
0.11% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
2,000
shares
|
$873,140
0.02% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,998
shares
|
$872,266
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
1,955
shares
|
$853,494
0.03% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,952
shares
|
$852,184
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,949
shares
|
$850,874
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,944
shares
|
$848,692
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
1,943
shares
|
$848,255
0.0% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,933
shares
|
$843,889
0.01% of portfolio
|
Q1 2025
Added 32.76%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,932
shares
|
$843,453
0.05% of portfolio
|
Q1 2025
Reduced 47.36%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,919
shares
|
$837,777
0.02% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,917
shares
|
$836,904
0.01% of portfolio
|
Q1 2025
Reduced 26.16%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
1,857
shares
|
$810,710
0.0% of portfolio
|
Q1 2025
Reduced 49.26%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,839
shares
|
$802,852
0.14% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
1,800
shares
|
$785,826
0.03% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,796
shares
|
$784,079
0.02% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,790
shares
|
$781,460
0.03% of portfolio
|
Q3 2023
Added 3.47%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
1,778
shares
|
$776,221
0.02% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
1,776
shares
|
$775,348
0.0% of portfolio
|
Q1 2025
Reduced 41.83%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,771
shares
|
$773,165
0.02% of portfolio
|
Q2 2024
Reduced 24.35%
|