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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
1,356
shares
|
$505,598
0.02% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
1,355
shares
|
$505,225
0.39% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,337
shares
|
$498,513
0.01% of portfolio
|
Q2 2024
Added 323.1%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,336
shares
|
$498,140
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,332
shares
|
$496,649
0.0% of portfolio
|
Q2 2025
Reduced 76.66%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
1,319
shares
|
$491,802
0.0% of portfolio
|
Q2 2025
Added 37.4%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
1,315
shares
|
$490,310
0.01% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,292
shares
|
$481,735
0.19% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,285
shares
|
$479,125
0.11% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,282
shares
|
$478,006
0.0% of portfolio
|
Q2 2025
Reduced 48.6%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
1,282
shares
|
$478,006
0.13% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
1,275
shares
|
$475,396
0.14% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,271
shares
|
$473,905
0.06% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
1,270
shares
|
$473,532
0.02% of portfolio
|
Q2 2025
Reduced 49.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,269
shares
|
$473,159
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,259
shares
|
$469,430
0.0% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
1,250
shares
|
$466,075
0.05% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,249
shares
|
$465,702
0.04% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
1,246
shares
|
$464,583
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,246
shares
|
$464,583
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,234
shares
|
$460,109
0.01% of portfolio
|
Q2 2025
Reduced 48.06%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
1,227
shares
|
$457,499
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
1,211
shares
|
$451,533
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,205
shares
|
$449,296
0.15% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,203
shares
|
$448,550
0.08% of portfolio
|
Q2 2025
Added 0.17%
|