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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
152
shares
|
$66,358
0.05% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
150
shares
|
$65,485
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
146
shares
|
$63,739
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
145
shares
|
$63,302
0.01% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
144
shares
|
$62,866
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
141
shares
|
$61,556
0.0% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
140
shares
|
$61,119
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
137
shares
|
$59,810
0.0% of portfolio
|
Q1 2025
Reduced 99.77%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
131
shares
|
$57,190
0.02% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
121
shares
|
$52,824
0.0% of portfolio
|
Q3 2024
Reduced 97.67%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
115
shares
|
$50,205
0.04% of portfolio
|
Q4 2024
Reduced 20.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
113
shares
|
$49,332
0.0% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
112
shares
|
$48,895
0.01% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
112
shares
|
$48,895
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
111
shares
|
$48,459
0.03% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
108
shares
|
$47,149
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
107
shares
|
$46,712
0.0% of portfolio
|
Q3 2023
Reduced 7.76%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
106
shares
|
$46,276
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
104
shares
|
$45,403
0.0% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
103
shares
|
$44,966
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
103
shares
|
$44,966
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
100
shares
|
$43,657
0.0% of portfolio
|
Q1 2024
Reduced 81.02%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
99
shares
|
$43,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
98
shares
|
$42,783
0.0% of portfolio
|
Q1 2025
Added 444.44%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
95
shares
|
$41,474
0.0% of portfolio
|
Q3 2024
New holding
|