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 881 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
156
shares
|
$75,429
0.06% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
150
shares
|
$72,528
0.0% of portfolio
|
Q3 2024
Added 581.82%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
150
shares
|
$72,528
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
150
shares
|
$72,528
0.02% of portfolio
|
Q3 2022
Reduced 6.25%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
144
shares
|
$69,626
0.04% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
144
shares
|
$69,626
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
140
shares
|
$67,692
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
136
shares
|
$65,758
0.0% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
130
shares
|
$62,857
0.0% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
123
shares
|
$59,472
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
121
shares
|
$58,505
0.0% of portfolio
|
Q3 2024
Reduced 97.67%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
120
shares
|
$58,022
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
118
shares
|
$57,055
0.0% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
115
shares
|
$55,604
0.0% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
112
shares
|
$54,154
0.0% of portfolio
|
Q2 2024
Added 148.89%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
108
shares
|
$52,220
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
107
shares
|
$51,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
107
shares
|
$51,736
0.0% of portfolio
|
Q3 2023
Reduced 7.76%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
106
shares
|
$51,253
0.0% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
104
shares
|
$50,286
0.01% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
103
shares
|
$49,802
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$48,352
0.04% of portfolio
|
Q1 2022
Added 7.53%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
100
shares
|
$48,352
0.0% of portfolio
|
Q1 2024
Reduced 81.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
95
shares
|
$45,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
91
shares
|
$44,000
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|