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 |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
497
shares
|
$185,311
0.15% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
496
shares
|
$184,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
494
shares
|
$184,192
0.14% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
486
shares
|
$181,209
0.1% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
481
shares
|
$179,345
0.02% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
478
shares
|
$178,227
0.01% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
472
shares
|
$175,989
0.01% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
468
shares
|
$174,498
0.01% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
465
shares
|
$173,379
0.03% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
463
shares
|
$172,634
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
462
shares
|
$172,261
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
457
shares
|
$170,397
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
456
shares
|
$170,024
0.07% of portfolio
|
Q2 2025
Reduced 21.92%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
454
shares
|
$169,278
0.01% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
454
shares
|
$169,278
0.01% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
450
shares
|
$167,787
0.02% of portfolio
|
Q1 2023
Reduced 11.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
449
shares
|
$167,414
0.0% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
425
shares
|
$158,465
0.03% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
423
shares
|
$157,719
0.0% of portfolio
|
Q2 2025
Added 51.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
420
shares
|
$156,601
0.01% of portfolio
|
Q2 2025
Added 165.82%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
412
shares
|
$153,618
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
405
shares
|
$151,008
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$149,144
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
399
shares
|
$148,771
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
391
shares
|
$145,788
0.08% of portfolio
|
Q2 2025
Added 39000.0%
|