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 881 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
968
shares
|
$468,047
0.13% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
962
shares
|
$465,146
0.13% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
948
shares
|
$458,376
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
942
shares
|
$455,475
0.01% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
942
shares
|
$455,475
0.05% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
936
shares
|
$452,574
0.05% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
933
shares
|
$451,124
0.02% of portfolio
|
Q3 2024
Added 74.07%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
917
shares
|
$443,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
915
shares
|
$442,420
0.02% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
907
shares
|
$438,552
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
905
shares
|
$437,585
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
886
shares
|
$428,398
0.0% of portfolio
|
Q3 2024
Reduced 30.84%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
881
shares
|
$425,981
0.03% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
877
shares
|
$424,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
877
shares
|
$424,047
0.05% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
866
shares
|
$418,728
0.0% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
864
shares
|
$417,761
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
858
shares
|
$414,860
0.26% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
856
shares
|
$413,893
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
852
shares
|
$411,959
0.0% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
850
shares
|
$410,992
0.37% of portfolio
|
Q3 2022
Added 5.99%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
847
shares
|
$409,541
0.04% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
846
shares
|
$409,057
0.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
837
shares
|
$404,706
0.27% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
833
shares
|
$402,772
0.03% of portfolio
|
Q3 2024
Added 36.11%
|