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 908 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
13
shares
|
$4,847
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
13
shares
|
$4,847
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$4,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12
shares
|
$4,474
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
12
shares
|
$4,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
12
shares
|
$4,474
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
11
shares
|
$4,101
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11
shares
|
$4,101
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
11
shares
|
$4,101
0.0% of portfolio
|
Q1 2025
Reduced 88.89%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$4,101
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
11
shares
|
$4,101
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
10
shares
|
$3,728
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
9
shares
|
$3,355
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9
shares
|
$3,355
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
9
shares
|
$3,355
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8
shares
|
$2,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
8
shares
|
$2,982
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$2,982
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8
shares
|
$2,982
0.0% of portfolio
|
Q2 2023
Reduced 11.11%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
8
shares
|
$2,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
8
shares
|
$2,982
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
7
shares
|
$2,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
7
shares
|
$2,610
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7
shares
|
$2,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
7
shares
|
$2,610
0.0% of portfolio
|
Q4 2024
New holding
|