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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
450
shares
|
$217,584
0.02% of portfolio
|
Q1 2023
Reduced 11.76%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
449
shares
|
$217,100
0.02% of portfolio
|
Q3 2024
Added 560.29%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
444
shares
|
$214,682
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
443
shares
|
$214,199
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
442
shares
|
$213,715
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
442
shares
|
$213,715
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
439
shares
|
$212,265
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
439
shares
|
$212,265
0.03% of portfolio
|
Q3 2024
Reduced 97.3%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
439
shares
|
$212,265
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
425
shares
|
$205,496
0.03% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
411
shares
|
$198,726
0.01% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
408
shares
|
$197,276
0.0% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
405
shares
|
$195,825
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
400
shares
|
$193,408
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
387
shares
|
$187,122
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
369
shares
|
$178,418
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
338
shares
|
$163,429
0.0% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
337
shares
|
$162,946
0.01% of portfolio
|
Q3 2024
Added 810.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
301
shares
|
$145,539
0.0% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
301
shares
|
$145,539
0.01% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
298
shares
|
$144,088
0.01% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
297
shares
|
$143,605
0.0% of portfolio
|
Q1 2020
Reduced 46.2%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
291
shares
|
$140,704
0.0% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
269
shares
|
$130,066
0.02% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
269
shares
|
$130,066
0.01% of portfolio
|
Q3 2024
Reduced 40.49%
|