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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
948
shares
|
$353,471
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
948
shares
|
$353,471
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
946
shares
|
$352,725
0.0% of portfolio
|
Q1 2025
Reduced 79.39%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
928
shares
|
$346,014
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Conestoga Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
922
shares
|
$343,776
0.01% of portfolio
|
Q2 2025
Reduced 35.84%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
921
shares
|
$343,404
0.03% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
917
shares
|
$341,912
0.02% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
911
shares
|
$339,675
0.08% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
908
shares
|
$338,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
897
shares
|
$334,455
0.12% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
883
shares
|
$329,235
0.02% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
877
shares
|
$326,998
0.12% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
870
shares
|
$324,388
0.2% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
866
shares
|
$322,896
0.02% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
864
shares
|
$322,151
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
864
shares
|
$322,151
0.03% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
853
shares
|
$318,049
0.02% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
850
shares
|
$316,931
0.1% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
850
shares
|
$316,931
0.07% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
850
shares
|
$316,931
0.37% of portfolio
|
Q3 2022
Added 5.99%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
844
shares
|
$314,693
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
841
shares
|
$313,575
0.03% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
837
shares
|
$312,083
0.27% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
836
shares
|
$311,710
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
832
shares
|
$310,219
0.0% of portfolio
|
Q2 2025
Added 1.22%
|