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 872 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,269
shares
|
$347,591
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,252
shares
|
$342,935
0.0% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
1,250
shares
|
$342,387
0.03% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,249
shares
|
$342,113
0.04% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
1,246
shares
|
$341,291
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,231
shares
|
$337,183
0.0% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
1,230
shares
|
$336,909
0.04% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
1,225
shares
|
$335,539
0.07% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,205
shares
|
$330,061
0.15% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,205
shares
|
$330,061
0.0% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
1,205
shares
|
$330,061
0.01% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,204
shares
|
$329,787
0.01% of portfolio
|
Q3 2025
Added 160.61%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
1,202
shares
|
$329,239
0.11% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
1,202
shares
|
$329,239
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,202
shares
|
$329,239
0.04% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,196
shares
|
$327,596
0.01% of portfolio
|
Q3 2025
Added 75.88%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
1,186
shares
|
$324,857
0.19% of portfolio
|
Q3 2025
Added 22.9%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
1,175
shares
|
$321,844
0.16% of portfolio
|
Q3 2025
Added 35.06%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
1,173
shares
|
$321,296
0.0% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
1,170
shares
|
$320,474
0.01% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,167
shares
|
$319,652
0.0% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,154
shares
|
$316,092
0.03% of portfolio
|
Q2 2022
Added 22.64%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,154
shares
|
$316,092
0.08% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
1,148
shares
|
$314,448
0.21% of portfolio
|
Q1 2025
Added 107.97%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,145
shares
|
$313,626
0.01% of portfolio
|
Q3 2025
Added 3.34%
|
|