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 $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,087
shares
|
$474,551
0.01% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,084
shares
|
$473,241
0.01% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
1,083
shares
|
$472,805
0.05% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
1,080
shares
|
$471,495
0.04% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,080
shares
|
$471,495
0.0% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,077
shares
|
$470,185
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,077
shares
|
$470,185
0.66% of portfolio
|
Q1 2024
Reduced 6.83%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
1,076
shares
|
$469,749
0.17% of portfolio
|
Q1 2025
Reduced 61.13%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,074
shares
|
$468,876
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 18, 2025 Q2 2025 |
1,068
shares
|
$466,256
0.08% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,058
shares
|
$461,891
0.01% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,056
shares
|
$461,017
0.03% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
1,056
shares
|
$461,017
0.13% of portfolio
|
Q1 2025
Reduced 45.11%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
1,046
shares
|
$456,652
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
1,045
shares
|
$456,215
0.27% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,043
shares
|
$455,342
0.0% of portfolio
|
Q1 2025
Reduced 24.37%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,029
shares
|
$449,230
0.01% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,027
shares
|
$448,357
0.0% of portfolio
|
Q2 2025
Reduced 28.03%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
1,023
shares
|
$446,611
0.13% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,022
shares
|
$446,174
0.06% of portfolio
|
Q2 2019
New holding
|
|
|
Amiral Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
1,000
shares
|
$436,570
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
988
shares
|
$431,331
0.13% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
981
shares
|
$428,275
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
978
shares
|
$426,965
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
972
shares
|
$424,346
0.01% of portfolio
|
Q1 2025
Added 27.56%
|