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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
290
shares
|
$126,605
0.01% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
279
shares
|
$121,803
0.0% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
264
shares
|
$115,254
0.01% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
260
shares
|
$113,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
242
shares
|
$105,649
0.01% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
225
shares
|
$98,228
0.03% of portfolio
|
Q4 2022
Reduced 3.43%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
217
shares
|
$94,735
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
213
shares
|
$92,989
0.0% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
207
shares
|
$90,369
0.0% of portfolio
|
Q2 2025
Added 58.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
206
shares
|
$89,933
0.0% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
205
shares
|
$89,496
0.02% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
204
shares
|
$89,060
0.0% of portfolio
|
Q1 2025
Added 168.42%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
192
shares
|
$83,821
0.01% of portfolio
|
Q2 2024
Reduced 36.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
191
shares
|
$83,384
0.0% of portfolio
|
Q2 2020
Added 32.26%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
185
shares
|
$80,765
0.0% of portfolio
|
Q1 2025
Reduced 32.48%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
185
shares
|
$80,765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
184
shares
|
$80,328
0.18% of portfolio
|
Q3 2022
Reduced 15.98%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
180
shares
|
$78,582
0.02% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
177
shares
|
$77,272
0.03% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
170
shares
|
$74,216
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
167
shares
|
$72,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
165
shares
|
$72,034
0.0% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
162
shares
|
$70,724
0.01% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
158
shares
|
$68,978
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
156
shares
|
$68,104
0.01% of portfolio
|
Q1 2025
Reduced 23.9%
|