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 |
|---|---|---|---|---|---|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
620
shares
|
$231,173
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
620
shares
|
$231,173
0.02% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
618
shares
|
$230,427
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
617
shares
|
$230,054
0.02% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
615
shares
|
$229,308
0.22% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
614
shares
|
$228,936
0.01% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
613
shares
|
$228,563
0.01% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
608
shares
|
$226,698
0.08% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
603
shares
|
$224,834
0.0% of portfolio
|
Q2 2025
Added 340.15%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
601
shares
|
$224,088
0.02% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
600
shares
|
$223,716
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
595
shares
|
$221,851
0.01% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
591
shares
|
$220,360
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
586
shares
|
$218,495
0.03% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
583
shares
|
$217,377
0.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
576
shares
|
$214,767
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Aug 07, 2025 Q2 2025 |
575
shares
|
$214,394
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
575
shares
|
$214,394
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
575
shares
|
$214,394
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
575
shares
|
$214,394
0.09% of portfolio
|
Q4 2023
Reduced 6.66%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
569
shares
|
$212,157
0.02% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
567
shares
|
$211,411
0.03% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
567
shares
|
$211,411
0.12% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
564
shares
|
$210,293
0.1% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
561
shares
|
$209,174
0.01% of portfolio
|
Q2 2025
Reduced 80.3%
|