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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$7,421
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
17
shares
|
$7,421
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$7,421
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$6,985
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
15
shares
|
$6,548
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
15
shares
|
$6,548
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
14
shares
|
$6,111
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
13
shares
|
$5,675
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
13
shares
|
$5,675
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
12
shares
|
$5,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
11
shares
|
$4,802
0.0% of portfolio
|
Q1 2025
Reduced 88.89%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11
shares
|
$4,802
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
11
shares
|
$4,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
11
shares
|
$4,802
0.0% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
10
shares
|
$4,365
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
10
shares
|
$4,365
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
10
shares
|
$4,365
0.0% of portfolio
|
Q1 2025
Added 900.0%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
10
shares
|
$4,365
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9
shares
|
$3,929
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
9
shares
|
$3,929
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
9
shares
|
$3,929
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9
shares
|
$3,929
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
8
shares
|
$3,492
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8
shares
|
$3,492
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
8
shares
|
$3,492
0.0% of portfolio
|
Q4 2023
New holding
|