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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$8,219
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$8,219
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$7,736
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
16
shares
|
$7,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
15
shares
|
$7,252
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
14
shares
|
$6,769
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
14
shares
|
$6,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
14
shares
|
$6,769
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
13
shares
|
$6,285
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$5,802
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
11
shares
|
$5,318
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
10
shares
|
$4,835
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
10
shares
|
$4,835
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$4,835
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
10
shares
|
$4,835
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
9
shares
|
$4,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
9
shares
|
$4,351
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9
shares
|
$4,351
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
8
shares
|
$3,868
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
8
shares
|
$3,868
0.0% of portfolio
|
Q2 2023
Reduced 11.11%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$3,868
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
8
shares
|
$3,868
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
8
shares
|
$3,868
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8
shares
|
$3,868
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
8
shares
|
$3,868
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|