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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$18,643
0.0% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
49
shares
|
$18,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
47
shares
|
$17,524
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
46
shares
|
$17,151
0.01% of portfolio
|
Q2 2025
Reduced 32.35%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
46
shares
|
$17,151
0.0% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
42
shares
|
$15,660
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
41
shares
|
$15,287
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
41
shares
|
$15,287
0.01% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
39
shares
|
$14,541
0.01% of portfolio
|
Q2 2025
Reduced 54.65%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
38
shares
|
$14,168
0.01% of portfolio
|
Q1 2022
Reduced 40.63%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
38
shares
|
$14,168
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$13,795
0.01% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
36
shares
|
$13,422
0.0% of portfolio
|
Q1 2025
Reduced 79.31%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
35
shares
|
$13,050
0.0% of portfolio
|
Q2 2025
Reduced 32.69%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34
shares
|
$12,677
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
33
shares
|
$12,304
0.0% of portfolio
|
Q2 2023
Added 32.0%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
32
shares
|
$11,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
32
shares
|
$11,931
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
32
shares
|
$11,931
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
30
shares
|
$11,185
0.0% of portfolio
|
Q1 2023
Reduced 82.35%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
29
shares
|
$10,812
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
29
shares
|
$10,812
0.01% of portfolio
|
Q4 2020
Reduced 91.69%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
28
shares
|
$10,440
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
27
shares
|
$10,067
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$10,067
0.01% of portfolio
|
Q2 2019
New holding
|