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 |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
550
shares
|
$205,073
0.03% of portfolio
|
Q1 2022
Added 10.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
549
shares
|
$204,700
0.0% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
542
shares
|
$202,090
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
540
shares
|
$201,344
0.21% of portfolio
|
Q2 2025
Added 252.22%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
537
shares
|
$200,225
0.02% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
536
shares
|
$199,852
0.02% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
536
shares
|
$199,852
0.07% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
535
shares
|
$199,480
0.02% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
534
shares
|
$199,107
0.01% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
532
shares
|
$198,361
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
532
shares
|
$198,361
0.03% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
528
shares
|
$196,870
0.0% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
526
shares
|
$196,124
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
525
shares
|
$195,751
0.0% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
522
shares
|
$194,632
0.12% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
518
shares
|
$193,141
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
510
shares
|
$190,158
0.06% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
506
shares
|
$188,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
504
shares
|
$187,921
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
504
shares
|
$187,921
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
503
shares
|
$187,548
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
500
shares
|
$186,430
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
500
shares
|
$186,430
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
500
shares
|
$186,430
0.0% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
499
shares
|
$186,057
0.13% of portfolio
|
Q2 2025
New holding
|