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 $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,195
shares
|
$505,580
0.12% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,178
shares
|
$498,388
0.05% of portfolio
|
Q1 2025
Added 32.21%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,176
shares
|
$497,542
0.0% of portfolio
|
Q1 2025
Added 284.31%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,174
shares
|
$496,695
0.0% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,173
shares
|
$496,272
0.19% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
1,173
shares
|
$496,272
0.0% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
1,162
shares
|
$491,618
0.4% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,154
shares
|
$488,234
0.03% of portfolio
|
Q2 2022
Added 22.64%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
1,152
shares
|
$487,388
0.06% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
1,148
shares
|
$485,695
0.55% of portfolio
|
Q1 2025
Added 107.97%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
1,144
shares
|
$484,003
0.07% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,144
shares
|
$484,003
0.01% of portfolio
|
Q3 2023
Added 35.06%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
1,144
shares
|
$484,003
0.02% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,125
shares
|
$475,965
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
1,118
shares
|
$473,003
0.0% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,116
shares
|
$472,157
0.01% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,113
shares
|
$470,888
0.1% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
1,112
shares
|
$470,464
0.04% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,110
shares
|
$469,618
0.03% of portfolio
|
Q2 2025
Added 17.34%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
1,106
shares
|
$467,926
0.04% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,104
shares
|
$467,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,098
shares
|
$464,541
0.02% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
1,096
shares
|
$463,695
0.02% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,094
shares
|
$462,849
0.02% of portfolio
|
Q2 2025
Added 44.52%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,090
shares
|
$461,157
0.19% of portfolio
|
Q1 2025
New holding
|