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 |
|---|---|---|---|---|---|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 18, 2025 Q2 2025 |
1,068
shares
|
$398,214
0.08% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,058
shares
|
$394,485
0.01% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,057
shares
|
$394,113
0.02% of portfolio
|
Q2 2025
Added 34.14%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
1,037
shares
|
$386,655
0.25% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
1,032
shares
|
$384,791
0.03% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,029
shares
|
$383,672
0.01% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,027
shares
|
$382,927
0.0% of portfolio
|
Q2 2025
Reduced 28.03%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,022
shares
|
$381,062
0.06% of portfolio
|
Q2 2019
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,021
shares
|
$380,690
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Dock Street Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
1,021
shares
|
$380,690
0.04% of portfolio
|
Q2 2025
Reduced 57.05%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
1,019
shares
|
$379,944
0.01% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
1,014
shares
|
$378,080
0.11% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
1,012
shares
|
$377,334
0.02% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Amiral Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
1,000
shares
|
$372,860
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
990
shares
|
$369,131
0.01% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
989
shares
|
$368,758
0.02% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 26, 2025 Q2 2025 |
989
shares
|
$368,758
0.04% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
988
shares
|
$368,385
0.13% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
982
shares
|
$366,148
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
982
shares
|
$366,148
0.05% of portfolio
|
Q2 2025
Reduced 71.97%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
981
shares
|
$365,775
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
978
shares
|
$364,657
0.01% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
965
shares
|
$359,809
0.3% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
962
shares
|
$358,691
0.12% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
953
shares
|
$355,335
0.04% of portfolio
|
Q2 2025
Reduced 4.03%
|