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 908 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
80
shares
|
$29,828
0.03% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
79
shares
|
$29,455
0.0% of portfolio
|
Q2 2025
Reduced 75.62%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
77
shares
|
$28,710
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
76
shares
|
$28,337
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
75
shares
|
$27,964
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
73
shares
|
$27,218
0.02% of portfolio
|
Q2 2025
Reduced 36.52%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
70
shares
|
$26,100
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
67
shares
|
$24,981
0.0% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
66
shares
|
$24,608
0.0% of portfolio
|
Q2 2025
Reduced 92.32%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
65
shares
|
$24,235
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
64
shares
|
$23,863
0.01% of portfolio
|
Q2 2022
Added 1.59%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
63
shares
|
$23,490
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
62
shares
|
$23,117
0.0% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
58
shares
|
$21,625
0.0% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
55
shares
|
$20,507
0.01% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
52
shares
|
$19,388
0.0% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
52
shares
|
$19,388
0.0% of portfolio
|
Q2 2023
Reduced 22.39%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
52
shares
|
$19,388
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
51
shares
|
$19,015
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
51
shares
|
$19,015
0.01% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
51
shares
|
$19,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
51
shares
|
$19,015
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
50
shares
|
$18,643
0.01% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
50
shares
|
$18,643
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
50
shares
|
$18,643
0.01% of portfolio
|
Q4 2022
New holding
|