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 |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
971
shares
|
$423,909
0.03% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
971
shares
|
$423,909
0.01% of portfolio
|
Q4 2023
Reduced 18.81%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
960
shares
|
$419,107
0.0% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
957
shares
|
$417,797
0.02% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
955
shares
|
$416,924
0.03% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
953
shares
|
$416,051
0.04% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
948
shares
|
$413,868
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
946
shares
|
$412,995
0.0% of portfolio
|
Q1 2025
Reduced 79.39%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
945
shares
|
$412,558
0.14% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
945
shares
|
$412,558
0.0% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
942
shares
|
$411,248
0.03% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
920
shares
|
$401,644
0.11% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
916
shares
|
$399,898
0.01% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
908
shares
|
$396,405
0.08% of portfolio
|
Q1 2025
Reduced 62.17%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
907
shares
|
$395,968
0.29% of portfolio
|
Q1 2025
Added 23.74%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
897
shares
|
$391,603
0.13% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
891
shares
|
$388,983
0.14% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
885
shares
|
$386,364
0.29% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
878
shares
|
$383,308
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
870
shares
|
$379,815
0.2% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
864
shares
|
$377,196
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
864
shares
|
$377,196
0.03% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
864
shares
|
$377,196
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
860
shares
|
$375,450
0.08% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
859
shares
|
$375,013
0.01% of portfolio
|
Q1 2025
Reduced 5.81%
|