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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
454
shares
|
$198,202
0.01% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
450
shares
|
$196,456
0.02% of portfolio
|
Q1 2023
Reduced 11.76%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
450
shares
|
$196,456
0.0% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
449
shares
|
$196,019
0.0% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
443
shares
|
$193,400
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
442
shares
|
$192,963
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
440
shares
|
$192,090
0.03% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
425
shares
|
$185,542
0.03% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
412
shares
|
$179,866
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
410
shares
|
$178,993
0.02% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
405
shares
|
$176,810
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
400
shares
|
$174,628
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
387
shares
|
$168,952
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
372
shares
|
$162,404
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
372
shares
|
$162,404
0.0% of portfolio
|
Q2 2025
Reduced 95.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
357
shares
|
$155,855
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
357
shares
|
$155,855
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
337
shares
|
$147,124
0.01% of portfolio
|
Q3 2024
Added 810.81%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
324
shares
|
$141,448
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
315
shares
|
$137,519
0.0% of portfolio
|
Q2 2025
Added 24.51%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
312
shares
|
$136,209
0.02% of portfolio
|
Q2 2025
Reduced 49.02%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
309
shares
|
$134,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
301
shares
|
$131,407
0.01% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
297
shares
|
$129,661
0.0% of portfolio
|
Q1 2020
Reduced 46.2%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
291
shares
|
$127,041
0.0% of portfolio
|
Q1 2025
Reduced 60.35%
|