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 Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
1,334
shares
|
$645,015
0.03% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
1,333
shares
|
$644,532
0.04% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
1,323
shares
|
$639,696
0.0% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$626,158
0.14% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,289
shares
|
$623,257
0.01% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,285
shares
|
$621,323
0.11% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
1,282
shares
|
$619,872
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,249
shares
|
$603,916
0.04% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
1,246
shares
|
$602,465
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
1,222
shares
|
$590,861
0.07% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
1,214
shares
|
$586,993
0.01% of portfolio
|
Q3 2024
Added 32.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,209
shares
|
$584,575
0.02% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
1,205
shares
|
$582,641
0.01% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,205
shares
|
$582,641
0.15% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,202
shares
|
$581,191
0.09% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
1,202
shares
|
$581,191
0.2% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,198
shares
|
$579,256
0.25% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,191
shares
|
$575,872
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,190
shares
|
$575,388
0.0% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,175
shares
|
$568,136
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,154
shares
|
$557,982
0.03% of portfolio
|
Q2 2022
Added 22.64%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
1,152
shares
|
$557,015
0.02% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,144
shares
|
$553,146
0.01% of portfolio
|
Q3 2023
Added 35.06%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
1,144
shares
|
$553,146
0.05% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
1,134
shares
|
$548,311
0.02% of portfolio
|
Q3 2024
Reduced 11.34%
|