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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
828
shares
|
$308,728
0.07% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
826
shares
|
$307,982
0.13% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
825
shares
|
$307,609
0.06% of portfolio
|
Q2 2025
Reduced 46.88%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
801
shares
|
$298,660
0.05% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
801
shares
|
$298,660
0.02% of portfolio
|
Q2 2025
Added 21.55%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
793
shares
|
$295,677
0.17% of portfolio
|
Q1 2024
Reduced 34.14%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
791
shares
|
$294,932
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
775
shares
|
$288,966
0.02% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
775
shares
|
$288,966
0.01% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
765
shares
|
$285,237
0.0% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
763
shares
|
$284,492
0.04% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
760
shares
|
$283,373
0.06% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
760
shares
|
$283,373
0.03% of portfolio
|
Q2 2025
Added 43.4%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
750
shares
|
$279,645
0.27% of portfolio
|
Q2 2020
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
739
shares
|
$275,543
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
739
shares
|
$275,543
0.22% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
728
shares
|
$271,442
0.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
716
shares
|
$266,967
0.01% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
716
shares
|
$266,967
0.0% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
714
shares
|
$266,222
0.01% of portfolio
|
Q4 2023
Added 6.57%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
712
shares
|
$265,476
0.0% of portfolio
|
Q2 2023
Reduced 2.73%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
708
shares
|
$263,984
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
700
shares
|
$261,002
0.02% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
699
shares
|
$260,629
0.02% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
698
shares
|
$260,256
0.01% of portfolio
|
Q2 2025
Reduced 0.85%
|