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 36.3 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 |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
1,152
shares
|
$497,917
0.06% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,144
shares
|
$494,459
0.01% of portfolio
|
Q3 2023
Added 35.06%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
1,128
shares
|
$487,544
0.41% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
1,121
shares
|
$484,518
0.02% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
1,118
shares
|
$483,221
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
1,118
shares
|
$483,221
0.0% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,117
shares
|
$482,789
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,116
shares
|
$482,357
0.01% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Mar 04, 2025 Q4 2024 |
1,115
shares
|
$481,925
0.06% of portfolio
|
Q4 2024
Reduced 89.71%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
1,106
shares
|
$478,035
0.04% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,104
shares
|
$477,170
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,103
shares
|
$476,738
0.06% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,098
shares
|
$474,577
0.02% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,090
shares
|
$471,119
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
1,088
shares
|
$470,255
0.0% of portfolio
|
Q4 2024
Reduced 57.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
1,080
shares
|
$466,797
0.04% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,077
shares
|
$465,500
0.66% of portfolio
|
Q1 2024
Reduced 6.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,077
shares
|
$465,500
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,074
shares
|
$464,204
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Apr 30, 2025 Q1 2025 |
1,068
shares
|
$461,610
0.09% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
1,062
shares
|
$459,017
0.28% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
1,057
shares
|
$456,856
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,056
shares
|
$456,424
0.03% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
1,050
shares
|
$453,831
0.02% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
1,040
shares
|
$449,508
0.14% of portfolio
|
Q4 2024
Reduced 23.53%
|