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 |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
530
shares
|
$231,382
0.19% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
527
shares
|
$230,072
0.0% of portfolio
|
Q1 2025
Reduced 72.45%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
526
shares
|
$229,635
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
525
shares
|
$229,199
0.0% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
518
shares
|
$226,143
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
518
shares
|
$226,143
0.01% of portfolio
|
Q1 2025
Reduced 70.06%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
512
shares
|
$223,523
0.1% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
509
shares
|
$222,214
0.01% of portfolio
|
Q1 2025
Added 253.47%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
507
shares
|
$221,340
0.07% of portfolio
|
Q1 2025
Reduced 77.0%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
503
shares
|
$219,594
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
500
shares
|
$218,285
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
500
shares
|
$218,285
0.03% of portfolio
|
Q3 2022
Reduced 22.48%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$218,285
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
497
shares
|
$216,975
0.03% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
496
shares
|
$216,538
0.0% of portfolio
|
Q1 2025
Reduced 97.65%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
494
shares
|
$215,665
0.15% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
486
shares
|
$212,173
0.1% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
480
shares
|
$209,553
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
472
shares
|
$206,061
0.01% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
468
shares
|
$204,314
0.01% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
465
shares
|
$203,005
0.03% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
465
shares
|
$203,005
0.0% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
465
shares
|
$203,005
0.0% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
464
shares
|
$202,568
0.01% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
456
shares
|
$199,075
0.07% of portfolio
|
Q2 2025
Reduced 21.92%
|