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 897 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
608
shares
|
$267,410
0.02% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
606
shares
|
$266,530
0.08% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
602
shares
|
$264,771
0.02% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
601
shares
|
$264,331
0.01% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
597
shares
|
$262,572
0.06% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
576
shares
|
$253,336
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
575
shares
|
$252,896
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Feb 12, 2025 Q4 2024 |
575
shares
|
$252,896
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
575
shares
|
$252,896
0.09% of portfolio
|
Q4 2023
Reduced 6.66%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
573
shares
|
$252,016
0.01% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
570
shares
|
$250,697
0.03% of portfolio
|
Q4 2024
Added 24.73%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
569
shares
|
$250,257
0.02% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
562
shares
|
$247,178
0.0% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
561
shares
|
$246,739
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
560
shares
|
$246,299
0.04% of portfolio
|
Q2 2023
Added 8.11%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
559
shares
|
$245,859
0.14% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
559
shares
|
$245,859
0.01% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
559
shares
|
$245,859
0.01% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
557
shares
|
$244,979
0.0% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
554
shares
|
$243,660
0.25% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
554
shares
|
$243,660
0.0% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
552
shares
|
$242,780
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
551
shares
|
$242,340
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
550
shares
|
$241,901
0.03% of portfolio
|
Q1 2022
Added 10.0%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
548
shares
|
$241,021
0.14% of portfolio
|
Q4 2024
Added 1.67%
|