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 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
1,202
shares
|
$448,177
0.18% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
1,195
shares
|
$445,567
0.05% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,195
shares
|
$445,567
0.12% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,174
shares
|
$437,737
0.0% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,173
shares
|
$437,364
0.19% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
1,170
shares
|
$436,246
0.02% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,154
shares
|
$430,280
0.03% of portfolio
|
Q2 2022
Added 22.64%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
1,152
shares
|
$429,534
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
1,148
shares
|
$428,043
0.41% of portfolio
|
Q1 2025
Added 107.97%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
1,144
shares
|
$426,551
0.07% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,144
shares
|
$426,551
0.01% of portfolio
|
Q3 2023
Added 35.06%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,136
shares
|
$423,568
0.05% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
1,129
shares
|
$420,958
0.0% of portfolio
|
Q2 2025
Reduced 68.3%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,119
shares
|
$417,230
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,116
shares
|
$416,111
0.01% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,113
shares
|
$414,993
0.1% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,110
shares
|
$413,874
0.03% of portfolio
|
Q2 2025
Added 17.34%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,108
shares
|
$413,128
0.01% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
1,107
shares
|
$412,756
0.0% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
1,104
shares
|
$411,637
0.03% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,104
shares
|
$411,637
0.01% of portfolio
|
Q2 2025
Reduced 42.41%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,094
shares
|
$407,908
0.02% of portfolio
|
Q2 2025
Added 44.52%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,093
shares
|
$407,535
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,078
shares
|
$401,943
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,077
shares
|
$401,570
0.66% of portfolio
|
Q1 2024
Reduced 6.83%
|