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 900 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
50
shares
|
$22,732
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
48
shares
|
$21,822
0.02% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
46
shares
|
$20,913
0.0% of portfolio
|
Q4 2024
Added 119.05%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
45
shares
|
$20,458
0.0% of portfolio
|
Q4 2024
Added 32.35%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
44
shares
|
$20,004
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
44
shares
|
$20,004
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
44
shares
|
$20,004
0.01% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
44
shares
|
$20,004
0.0% of portfolio
|
Q4 2024
Added 91.3%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
43
shares
|
$19,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
42
shares
|
$19,094
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
38
shares
|
$17,276
0.01% of portfolio
|
Q1 2022
Reduced 40.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
38
shares
|
$17,276
0.0% of portfolio
|
Q2 2024
Reduced 54.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$16,821
0.01% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
37
shares
|
$16,821
0.0% of portfolio
|
Q4 2024
Added 94.74%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
37
shares
|
$16,821
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
34
shares
|
$15,457
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34
shares
|
$15,457
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
33
shares
|
$15,003
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$15,003
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
33
shares
|
$15,003
0.0% of portfolio
|
Q2 2023
Added 32.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
33
shares
|
$15,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
32
shares
|
$14,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
32
shares
|
$14,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
30
shares
|
$13,639
0.0% of portfolio
|
Q1 2023
Reduced 82.35%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
29
shares
|
$13,184
0.01% of portfolio
|
Q1 2021
New holding
|