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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
700
shares
|
$302,554
0.01% of portfolio
|
Q1 2025
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%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
698
shares
|
$301,689
0.02% of portfolio
|
Q1 2025
Added 57.56%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 24, 2025 Q1 2025 |
694
shares
|
$299,960
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
687
shares
|
$296,935
0.04% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
686
shares
|
$296,502
0.0% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
685
shares
|
$296,070
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
683
shares
|
$295,206
0.03% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
676
shares
|
$292,180
0.02% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
672
shares
|
$290,451
0.0% of portfolio
|
Q3 2022
Reduced 80.38%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Apr 15, 2025 Q1 2025 |
670
shares
|
$289,587
0.06% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
668
shares
|
$288,722
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
665
shares
|
$287,426
0.0% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
664
shares
|
$286,994
0.01% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
644
shares
|
$278,349
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
640
shares
|
$276,620
0.3% of portfolio
|
Q1 2023
Reduced 2.29%
|
|
|
Stokes Capital Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
639
shares
|
$276,188
0.07% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
639
shares
|
$276,188
0.01% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
637
shares
|
$275,324
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
637
shares
|
$275,324
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
632
shares
|
$273,163
0.01% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
629
shares
|
$271,866
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
626
shares
|
$270,569
0.0% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
626
shares
|
$270,569
0.01% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Bennett Selby Investments LP
|
Apr 14, 2025 Q1 2025 |
622
shares
|
$268,840
0.11% of portfolio
|
Q2 2024
Added 0.65%
|