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 897 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
425
shares
|
$188,236
0.08% of portfolio
|
Q4 2024
Reduced 35.99%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
411
shares
|
$182,036
0.01% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
405
shares
|
$179,378
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
400
shares
|
$177,164
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
391
shares
|
$173,177
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
387
shares
|
$171,406
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
381
shares
|
$168,748
0.02% of portfolio
|
Q3 2024
Reduced 91.37%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
370
shares
|
$163,876
0.02% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
369
shares
|
$163,433
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
363
shares
|
$160,776
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
360
shares
|
$159,447
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
357
shares
|
$158,118
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
337
shares
|
$149,260
0.01% of portfolio
|
Q3 2024
Added 810.81%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
306
shares
|
$135,530
0.0% of portfolio
|
Q4 2024
Reduced 43.02%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
301
shares
|
$133,315
0.01% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
298
shares
|
$131,987
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
298
shares
|
$131,987
0.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
297
shares
|
$131,544
0.0% of portfolio
|
Q1 2020
Reduced 46.2%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
291
shares
|
$128,886
0.01% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
279
shares
|
$123,571
0.0% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
274
shares
|
$121,357
0.0% of portfolio
|
Q4 2024
Added 51.38%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
272
shares
|
$120,471
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
264
shares
|
$116,928
0.01% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
262
shares
|
$116,042
0.01% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
260
shares
|
$115,156
0.0% of portfolio
|
Q3 2024
New holding
|