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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
95
shares
|
$41,474
0.03% of portfolio
|
Q1 2025
Added 187.88%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
93
shares
|
$40,601
0.03% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
91
shares
|
$39,727
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
91
shares
|
$39,727
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
87
shares
|
$37,981
0.0% of portfolio
|
Q1 2025
Reduced 66.79%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
86
shares
|
$37,545
0.03% of portfolio
|
Q1 2025
Added 4200.0%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$37,108
0.01% of portfolio
|
Q2 2022
Reduced 15.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
83
shares
|
$36,235
0.0% of portfolio
|
Q4 2023
Added 69.39%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
81
shares
|
$35,362
0.0% of portfolio
|
Q3 2022
Reduced 11.96%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
80
shares
|
$34,925
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
77
shares
|
$33,615
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
76
shares
|
$33,179
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
75
shares
|
$32,742
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
75
shares
|
$32,742
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
70
shares
|
$30,559
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
68
shares
|
$29,686
0.01% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
67
shares
|
$29,250
0.0% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
65
shares
|
$28,377
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
64
shares
|
$27,940
0.01% of portfolio
|
Q2 2022
Added 1.59%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
63
shares
|
$27,503
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
62
shares
|
$27,067
0.0% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
61
shares
|
$26,630
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
61
shares
|
$26,630
0.02% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
60
shares
|
$26,194
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
54
shares
|
$23,574
0.0% of portfolio
|
Q1 2025
Added 22.73%
|