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 905 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 $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
620
shares
|
$265,800
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
619
shares
|
$265,371
0.01% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
618
shares
|
$264,942
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
616
shares
|
$264,085
0.02% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
616
shares
|
$264,085
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
615
shares
|
$263,656
0.24% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
612
shares
|
$262,370
0.05% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
610
shares
|
$261,513
0.08% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
602
shares
|
$258,083
0.02% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
601
shares
|
$257,654
0.01% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
597
shares
|
$255,939
0.06% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
584
shares
|
$250,366
0.27% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
580
shares
|
$248,651
0.02% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
576
shares
|
$246,936
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
575
shares
|
$246,508
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Feb 12, 2025 Q4 2024 |
575
shares
|
$246,508
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
575
shares
|
$246,508
0.09% of portfolio
|
Q4 2023
Reduced 6.66%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
573
shares
|
$245,650
0.01% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
570
shares
|
$244,364
0.03% of portfolio
|
Q4 2024
Added 24.73%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
562
shares
|
$240,935
0.0% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
561
shares
|
$240,506
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
560
shares
|
$240,077
0.04% of portfolio
|
Q2 2023
Added 8.11%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
559
shares
|
$239,648
0.01% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
559
shares
|
$239,648
0.01% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
559
shares
|
$239,648
0.08% of portfolio
|
Q1 2025
Reduced 7.76%
|