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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
745
shares
|
$325,244
0.03% of portfolio
|
Q1 2025
Reduced 61.81%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
739
shares
|
$322,625
0.22% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
739
shares
|
$322,625
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
728
shares
|
$317,822
0.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
720
shares
|
$314,330
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
716
shares
|
$312,584
0.01% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
714
shares
|
$311,710
0.01% of portfolio
|
Q4 2023
Added 6.57%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
712
shares
|
$310,837
0.0% of portfolio
|
Q2 2023
Reduced 2.73%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
709
shares
|
$309,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
708
shares
|
$309,091
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
704
shares
|
$307,345
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
701
shares
|
$306,035
0.03% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
700
shares
|
$305,599
0.02% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
700
shares
|
$305,599
0.01% of portfolio
|
Q1 2025
Reduced 53.33%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
700
shares
|
$305,599
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
699
shares
|
$305,162
0.02% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
698
shares
|
$304,725
0.02% of portfolio
|
Q1 2025
Added 57.56%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
696
shares
|
$303,852
0.1% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
687
shares
|
$299,923
0.04% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
682
shares
|
$297,740
0.0% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
676
shares
|
$295,121
0.02% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
676
shares
|
$295,121
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
673
shares
|
$293,811
0.04% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
672
shares
|
$293,375
0.0% of portfolio
|
Q3 2022
Reduced 80.38%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
670
shares
|
$292,501
0.06% of portfolio
|
Q1 2024
Reduced 0.74%
|