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 |
|---|---|---|---|---|---|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
54
shares
|
$23,574
0.02% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
53
shares
|
$23,138
0.0% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
52
shares
|
$22,701
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
52
shares
|
$22,701
0.0% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
52
shares
|
$22,701
0.0% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
52
shares
|
$22,701
0.0% of portfolio
|
Q2 2023
Reduced 22.39%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
52
shares
|
$22,701
0.0% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
51
shares
|
$22,265
0.01% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
51
shares
|
$22,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
51
shares
|
$22,265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$21,828
0.0% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
50
shares
|
$21,828
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
50
shares
|
$21,828
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
49
shares
|
$21,391
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
47
shares
|
$20,518
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
45
shares
|
$19,645
0.0% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
42
shares
|
$18,335
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
42
shares
|
$18,335
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
38
shares
|
$16,589
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
38
shares
|
$16,589
0.01% of portfolio
|
Q1 2022
Reduced 40.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$16,153
0.01% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
37
shares
|
$16,153
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
36
shares
|
$15,716
0.0% of portfolio
|
Q1 2025
Reduced 79.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34
shares
|
$14,843
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
33
shares
|
$14,406
0.0% of portfolio
|
Q2 2023
Added 32.0%
|