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 906 institutions that hold shares in the stock, with a total of 36.3 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 |
|---|---|---|---|---|---|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
775
shares
|
$334,970
0.02% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
774
shares
|
$334,538
0.0% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
773
shares
|
$334,106
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
770
shares
|
$332,809
0.0% of portfolio
|
Q4 2024
Reduced 58.29%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
764
shares
|
$330,216
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
762
shares
|
$329,351
0.01% of portfolio
|
Q2 2024
Added 21.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
761
shares
|
$328,919
0.01% of portfolio
|
Q1 2025
Added 41.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
757
shares
|
$327,190
0.01% of portfolio
|
Q1 2025
Reduced 31.31%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
757
shares
|
$327,190
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
754
shares
|
$325,893
0.05% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
752
shares
|
$325,029
0.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
750
shares
|
$324,165
0.27% of portfolio
|
Q2 2020
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
746
shares
|
$322,436
0.07% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
739
shares
|
$319,410
0.22% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
734
shares
|
$317,249
0.0% of portfolio
|
Q4 2024
Added 152.23%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
733
shares
|
$316,817
0.29% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
730
shares
|
$315,520
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
728
shares
|
$314,656
0.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
724
shares
|
$312,927
0.0% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
717
shares
|
$309,901
0.03% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
714
shares
|
$308,605
0.01% of portfolio
|
Q4 2023
Added 6.57%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
712
shares
|
$307,740
0.0% of portfolio
|
Q2 2023
Reduced 2.73%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
702
shares
|
$303,418
0.1% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
701
shares
|
$302,986
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
700
shares
|
$302,554
0.02% of portfolio
|
Q3 2024
Reduced 6.67%
|