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 |
|---|---|---|---|---|---|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$547
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2
shares
|
$547
0.0% of portfolio
|
Q3 2025
Reduced 88.89%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2
shares
|
$547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$273
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q3 2025
Reduced 98.95%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1
shares
|
$273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|