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 |
|---|---|---|---|---|---|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
697
shares
|
$259,883
0.03% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
696
shares
|
$259,510
0.1% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
691
shares
|
$257,646
0.07% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
690
shares
|
$257,273
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
680
shares
|
$253,544
0.01% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
674
shares
|
$251,307
0.0% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
672
shares
|
$250,561
0.0% of portfolio
|
Q3 2022
Reduced 80.38%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
670
shares
|
$249,816
0.06% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
668
shares
|
$249,070
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
668
shares
|
$249,070
0.01% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
667
shares
|
$248,697
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
665
shares
|
$247,951
0.01% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
657
shares
|
$244,969
0.01% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
649
shares
|
$241,986
0.0% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
644
shares
|
$240,121
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
643
shares
|
$239,748
0.1% of portfolio
|
Q2 2025
Added 23.65%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
640
shares
|
$238,630
0.27% of portfolio
|
Q1 2023
Reduced 2.29%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
639
shares
|
$238,257
0.07% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
637
shares
|
$237,511
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
635
shares
|
$236,766
0.05% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
629
shares
|
$234,528
0.02% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
629
shares
|
$234,528
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
627
shares
|
$233,783
0.05% of portfolio
|
Q2 2025
Added 30.63%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
627
shares
|
$233,783
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
623
shares
|
$232,291
0.1% of portfolio
|
Q2 2025
Added 0.16%
|