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 881 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
32
shares
|
$15,472
0.0% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$14,505
0.0% of portfolio
|
Q1 2023
Reduced 82.35%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
29
shares
|
$14,022
0.01% of portfolio
|
Q4 2020
Reduced 91.69%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
29
shares
|
$14,022
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
28
shares
|
$13,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
28
shares
|
$13,538
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
27
shares
|
$13,055
0.0% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
27
shares
|
$13,055
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$13,055
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
26
shares
|
$12,571
0.0% of portfolio
|
Q2 2024
Added 52.94%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
25
shares
|
$12,088
0.0% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
24
shares
|
$11,604
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
23
shares
|
$11,120
0.0% of portfolio
|
Q3 2024
Reduced 34.29%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
23
shares
|
$11,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
22
shares
|
$10,637
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$10,637
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
21
shares
|
$10,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
21
shares
|
$10,153
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
20
shares
|
$9,670
0.0% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
20
shares
|
$9,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
20
shares
|
$9,670
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
19
shares
|
$9,186
0.0% of portfolio
|
Q3 2024
Reduced 71.21%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
17
shares
|
$8,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
17
shares
|
$8,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
17
shares
|
$8,219
0.0% of portfolio
|
Q2 2024
New holding
|