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 881 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
514
shares
|
$248,529
0.0% of portfolio
|
Q3 2024
Reduced 39.1%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
509
shares
|
$246,111
0.13% of portfolio
|
Q3 2024
Reduced 74.06%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
507
shares
|
$245,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
501
shares
|
$242,243
0.01% of portfolio
|
Q3 2024
Added 21.31%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
501
shares
|
$242,243
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
500
shares
|
$241,760
0.03% of portfolio
|
Q3 2022
Reduced 22.48%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
500
shares
|
$241,760
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$241,760
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
494
shares
|
$238,858
0.16% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
490
shares
|
$236,924
0.02% of portfolio
|
Q3 2024
Reduced 23.32%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
488
shares
|
$235,957
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
486
shares
|
$234,990
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
485
shares
|
$234,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
483
shares
|
$233,540
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
479
shares
|
$231,606
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
475
shares
|
$229,672
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
473
shares
|
$228,704
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
470
shares
|
$227,254
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
465
shares
|
$224,836
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
465
shares
|
$224,836
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
462
shares
|
$223,386
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
457
shares
|
$220,968
0.0% of portfolio
|
Q3 2024
Reduced 22.01%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
457
shares
|
$220,968
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
454
shares
|
$219,518
0.01% of portfolio
|
Q3 2024
Reduced 73.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
452
shares
|
$218,551
0.01% of portfolio
|
Q3 2024
New holding
|