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 908 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
195
shares
|
$72,707
0.01% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
192
shares
|
$71,589
0.01% of portfolio
|
Q2 2024
Reduced 36.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
191
shares
|
$71,216
0.0% of portfolio
|
Q2 2020
Added 32.26%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
185
shares
|
$68,979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
184
shares
|
$68,606
0.18% of portfolio
|
Q3 2022
Reduced 15.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
183
shares
|
$68,233
0.01% of portfolio
|
Q2 2025
Reduced 50.81%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
180
shares
|
$67,114
0.02% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
177
shares
|
$65,996
0.03% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
174
shares
|
$64,877
0.0% of portfolio
|
Q2 2025
Added 770.0%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
170
shares
|
$63,386
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
165
shares
|
$61,521
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
162
shares
|
$60,403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
152
shares
|
$56,674
0.05% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
150
shares
|
$55,929
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
146
shares
|
$54,437
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
145
shares
|
$54,064
0.01% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
141
shares
|
$52,573
0.0% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
140
shares
|
$52,200
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
138
shares
|
$51,454
0.0% of portfolio
|
Q2 2025
Added 58.62%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
131
shares
|
$48,844
0.02% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
131
shares
|
$48,844
0.0% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
130
shares
|
$48,471
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
121
shares
|
$45,116
0.01% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
121
shares
|
$45,116
0.0% of portfolio
|
Q3 2024
Reduced 97.67%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
117
shares
|
$43,624
0.0% of portfolio
|
Q2 2025
Added 19.39%
|