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 884 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
32
shares
|
$13,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
32
shares
|
$13,970
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
30
shares
|
$13,097
0.0% of portfolio
|
Q1 2023
Reduced 82.35%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
29
shares
|
$12,660
0.01% of portfolio
|
Q4 2020
Reduced 91.69%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
29
shares
|
$12,660
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
28
shares
|
$12,223
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
27
shares
|
$11,787
0.0% of portfolio
|
Q1 2025
Reduced 38.64%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$11,787
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
27
shares
|
$11,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
26
shares
|
$11,350
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
26
shares
|
$11,350
0.0% of portfolio
|
Q2 2024
Added 52.94%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
25
shares
|
$10,914
0.0% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
25
shares
|
$10,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
24
shares
|
$10,477
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
24
shares
|
$10,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
24
shares
|
$10,477
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
23
shares
|
$10,041
0.0% of portfolio
|
Q1 2025
Added 35.29%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
22
shares
|
$9,604
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
21
shares
|
$9,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
20
shares
|
$8,731
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
20
shares
|
$8,731
0.0% of portfolio
|
Q1 2025
Reduced 90.1%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
19
shares
|
$8,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
18
shares
|
$7,858
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
18
shares
|
$7,858
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
18
shares
|
$7,858
0.0% of portfolio
|
Q4 2024
Reduced 84.75%
|