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 872 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
145
shares
|
$39,716
0.01% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
141
shares
|
$38,621
0.0% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
140
shares
|
$38,347
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
139
shares
|
$38,073
0.01% of portfolio
|
Q3 2025
Added 178.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
137
shares
|
$37,525
0.0% of portfolio
|
Q3 2025
Added 30.48%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
121
shares
|
$33,143
0.02% of portfolio
|
Q3 2025
Added 24.74%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
115
shares
|
$31,499
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
113
shares
|
$30,951
0.0% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
112
shares
|
$30,677
0.02% of portfolio
|
Q3 2025
Added 53.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
109
shares
|
$29,856
0.0% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
108
shares
|
$29,582
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
107
shares
|
$29,308
0.0% of portfolio
|
Q3 2023
Reduced 7.76%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
105
shares
|
$28,760
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
104
shares
|
$28,486
0.02% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
104
shares
|
$28,486
0.0% of portfolio
|
Q3 2025
Added 5100.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
103
shares
|
$28,212
0.0% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
102
shares
|
$27,938
0.02% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
101
shares
|
$27,664
0.0% of portfolio
|
Q3 2025
Added 27.85%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
98
shares
|
$26,843
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
95
shares
|
$26,021
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
93
shares
|
$25,473
0.02% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
91
shares
|
$24,925
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
91
shares
|
$24,925
0.0% of portfolio
|
Q2 2025
Added 49.18%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
90
shares
|
$24,651
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
88
shares
|
$24,104
0.0% of portfolio
|
Q3 2025
Added 2833.33%
|
|