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 905 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
91
shares
|
$39,012
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$36,440
0.01% of portfolio
|
Q2 2022
Reduced 15.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
83
shares
|
$35,582
0.0% of portfolio
|
Q4 2023
Added 69.39%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
81
shares
|
$34,725
0.0% of portfolio
|
Q3 2022
Reduced 11.96%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
80
shares
|
$34,296
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
80
shares
|
$34,296
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
80
shares
|
$34,296
0.02% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
77
shares
|
$33,010
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
76
shares
|
$32,581
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
75
shares
|
$32,153
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
75
shares
|
$32,153
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
70
shares
|
$30,009
0.01% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
70
shares
|
$30,009
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
68
shares
|
$29,152
0.01% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
67
shares
|
$28,723
0.0% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
65
shares
|
$27,866
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
64
shares
|
$27,437
0.01% of portfolio
|
Q2 2022
Added 1.59%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
63
shares
|
$27,008
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
62
shares
|
$26,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
62
shares
|
$26,580
0.0% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
62
shares
|
$26,580
0.0% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
61
shares
|
$26,151
0.02% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
60
shares
|
$25,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
57
shares
|
$24,436
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
54
shares
|
$23,150
0.02% of portfolio
|
Q3 2024
Reduced 20.59%
|