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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
90
shares
|
$43,516
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
87
shares
|
$42,066
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$41,099
0.01% of portfolio
|
Q2 2022
Reduced 15.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
83
shares
|
$40,132
0.0% of portfolio
|
Q4 2023
Added 69.39%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
81
shares
|
$39,165
0.0% of portfolio
|
Q3 2022
Reduced 11.96%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
80
shares
|
$38,681
0.02% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
77
shares
|
$37,231
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
76
shares
|
$36,747
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
76
shares
|
$36,747
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
76
shares
|
$36,747
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
75
shares
|
$36,264
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
74
shares
|
$35,780
0.01% of portfolio
|
Q3 2024
Reduced 51.32%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
74
shares
|
$35,780
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
73
shares
|
$35,296
0.0% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
70
shares
|
$33,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
67
shares
|
$32,395
0.0% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
65
shares
|
$31,428
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
64
shares
|
$30,945
0.01% of portfolio
|
Q2 2022
Added 1.59%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
63
shares
|
$30,461
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
62
shares
|
$29,978
0.0% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
60
shares
|
$29,011
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
57
shares
|
$27,560
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
56
shares
|
$27,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
54
shares
|
$26,110
0.02% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
52
shares
|
$25,143
0.0% of portfolio
|
Q2 2023
Reduced 22.39%
|