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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
831
shares
|
$401,805
0.11% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
830
shares
|
$401,321
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
828
shares
|
$400,354
0.0% of portfolio
|
Q3 2024
Reduced 56.17%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
820
shares
|
$396,486
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
817
shares
|
$395,035
0.01% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
802
shares
|
$387,783
0.01% of portfolio
|
Q3 2024
Added 19.7%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
797
shares
|
$385,365
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
793
shares
|
$383,431
0.17% of portfolio
|
Q1 2024
Reduced 34.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
791
shares
|
$382,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
788
shares
|
$381,013
0.13% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
782
shares
|
$378,112
0.03% of portfolio
|
Q3 2024
Added 1296.43%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
776
shares
|
$375,211
0.03% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
775
shares
|
$374,728
0.02% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
773
shares
|
$373,760
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
768
shares
|
$371,343
0.04% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
762
shares
|
$368,442
0.01% of portfolio
|
Q2 2024
Added 21.73%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
758
shares
|
$366,508
0.02% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
755
shares
|
$365,057
0.0% of portfolio
|
Q3 2024
Added 44.64%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
751
shares
|
$363,123
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
750
shares
|
$362,640
0.27% of portfolio
|
Q2 2020
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
743
shares
|
$359,255
0.02% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
740
shares
|
$357,804
0.03% of portfolio
|
Q3 2024
Added 18.21%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
735
shares
|
$355,387
0.07% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
731
shares
|
$353,453
0.02% of portfolio
|
Q2 2024
Added 45.04%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
729
shares
|
$352,486
0.07% of portfolio
|
Q3 2024
Added 9.62%
|