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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
668
shares
|
$291,628
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
668
shares
|
$291,628
0.01% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
666
shares
|
$290,755
0.06% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
664
shares
|
$289,882
0.03% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
659
shares
|
$287,699
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
657
shares
|
$286,826
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
652
shares
|
$284,643
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
649
shares
|
$283,333
0.0% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
644
shares
|
$281,151
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
643
shares
|
$280,714
0.1% of portfolio
|
Q2 2025
Added 23.65%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
640
shares
|
$279,404
0.3% of portfolio
|
Q1 2023
Reduced 2.29%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
639
shares
|
$278,968
0.01% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
639
shares
|
$278,968
0.07% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
637
shares
|
$278,095
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
632
shares
|
$275,912
0.02% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
629
shares
|
$274,602
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
626
shares
|
$273,292
0.01% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
623
shares
|
$271,983
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
618
shares
|
$269,800
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
615
shares
|
$268,490
0.01% of portfolio
|
Q1 2025
Added 18.73%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
615
shares
|
$268,490
0.22% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
614
shares
|
$268,053
0.06% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
608
shares
|
$265,434
0.08% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
601
shares
|
$262,378
0.01% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
601
shares
|
$262,378
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|