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 905 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
431
shares
|
$184,774
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
428
shares
|
$183,487
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
426
shares
|
$182,630
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
425
shares
|
$182,201
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
425
shares
|
$182,201
0.03% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
425
shares
|
$182,201
0.03% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
425
shares
|
$182,201
0.08% of portfolio
|
Q4 2024
Reduced 35.99%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
411
shares
|
$176,199
0.01% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
405
shares
|
$173,627
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
400
shares
|
$171,484
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
391
shares
|
$167,625
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
387
shares
|
$165,910
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
381
shares
|
$163,338
0.02% of portfolio
|
Q3 2024
Reduced 91.37%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
372
shares
|
$159,480
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
370
shares
|
$158,622
0.02% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
363
shares
|
$155,621
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
360
shares
|
$154,335
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
357
shares
|
$153,049
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
337
shares
|
$144,475
0.01% of portfolio
|
Q3 2024
Added 810.81%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
301
shares
|
$129,041
0.01% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
298
shares
|
$127,755
0.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
297
shares
|
$127,326
0.0% of portfolio
|
Q1 2020
Reduced 46.2%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
290
shares
|
$124,325
0.01% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
279
shares
|
$119,610
0.0% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
264
shares
|
$113,179
0.01% of portfolio
|
Q3 2024
Reduced 7.04%
|