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 872 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
7
shares
|
$1,917
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$1,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
7
shares
|
$1,917
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
6
shares
|
$1,643
0.0% of portfolio
|
Q3 2024
Reduced 88.68%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
6
shares
|
$1,643
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$1,643
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
6
shares
|
$1,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
6
shares
|
$1,643
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$1,369
0.0% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
5
shares
|
$1,369
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
5
shares
|
$1,369
0.0% of portfolio
|
Q3 2025
Reduced 80.77%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$1,369
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$1,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4
shares
|
$1,095
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$1,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$1,095
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
3
shares
|
$821
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
3
shares
|
$821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
3
shares
|
$821
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
3
shares
|
$821
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
2
shares
|
$547
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
2
shares
|
$547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
2
shares
|
$547
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
2
shares
|
$547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2
shares
|
$547
0.0% of portfolio
|
Q3 2025
New holding
|
|