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 897 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
77
shares
|
$34,104
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
77
shares
|
$34,104
0.0% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
76
shares
|
$33,661
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
76
shares
|
$33,661
0.0% of portfolio
|
Q4 2024
Reduced 79.4%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
75
shares
|
$33,218
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
71
shares
|
$31,446
0.01% of portfolio
|
Q4 2024
Reduced 21.11%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
70
shares
|
$31,003
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
67
shares
|
$29,674
0.0% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
65
shares
|
$28,789
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
64
shares
|
$28,346
0.01% of portfolio
|
Q2 2022
Added 1.59%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
63
shares
|
$27,903
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
62
shares
|
$27,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
62
shares
|
$27,460
0.0% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
62
shares
|
$27,460
0.0% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
60
shares
|
$26,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
60
shares
|
$26,574
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
57
shares
|
$25,245
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
54
shares
|
$23,917
0.02% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
53
shares
|
$23,474
0.01% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
52
shares
|
$23,031
0.0% of portfolio
|
Q2 2023
Reduced 22.39%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
52
shares
|
$23,031
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
51
shares
|
$22,588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$22,145
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
50
shares
|
$22,145
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
49
shares
|
$21,702
0.01% of portfolio
|
Q4 2024
New holding
|