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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
853
shares
|
$372,394
0.02% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
850
shares
|
$371,084
0.37% of portfolio
|
Q3 2022
Added 5.99%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
846
shares
|
$369,338
0.0% of portfolio
|
Q1 2025
Reduced 54.05%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
846
shares
|
$369,338
0.08% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
843
shares
|
$368,028
0.03% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
837
shares
|
$365,409
0.27% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
836
shares
|
$364,972
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
828
shares
|
$361,479
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
826
shares
|
$360,606
0.13% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
822
shares
|
$358,860
0.0% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
819
shares
|
$357,550
0.04% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
809
shares
|
$353,185
0.01% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
793
shares
|
$346,200
0.17% of portfolio
|
Q1 2024
Reduced 34.14%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
790
shares
|
$344,890
0.07% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
788
shares
|
$344,017
0.02% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
788
shares
|
$344,017
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
783
shares
|
$341,834
0.02% of portfolio
|
Q1 2025
Added 27.11%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
775
shares
|
$338,341
0.02% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
772
shares
|
$337,032
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
761
shares
|
$332,229
0.01% of portfolio
|
Q1 2025
Added 41.45%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
760
shares
|
$331,793
0.03% of portfolio
|
Q2 2025
Added 43.4%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
758
shares
|
$330,920
0.1% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
754
shares
|
$329,173
0.05% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
751
shares
|
$327,864
0.0% of portfolio
|
Q1 2025
Reduced 91.19%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
750
shares
|
$327,427
0.27% of portfolio
|
Q2 2020
New holding
|