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 905 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
18
shares
|
$7,716
0.0% of portfolio
|
Q4 2024
Reduced 84.75%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
17
shares
|
$7,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$7,288
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
17
shares
|
$7,288
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$7,288
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$6,859
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
15
shares
|
$6,430
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
14
shares
|
$6,001
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
14
shares
|
$6,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
13
shares
|
$5,573
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
13
shares
|
$5,573
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
12
shares
|
$5,144
0.01% of portfolio
|
Q4 2024
Reduced 65.71%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
11
shares
|
$4,715
0.0% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
11
shares
|
$4,715
0.0% of portfolio
|
Q1 2025
Reduced 88.89%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11
shares
|
$4,715
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
10
shares
|
$4,287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
10
shares
|
$4,287
0.0% of portfolio
|
Q1 2025
Added 900.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
10
shares
|
$4,287
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
10
shares
|
$4,287
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
10
shares
|
$4,287
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
9
shares
|
$3,858
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
9
shares
|
$3,858
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
9
shares
|
$3,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
9
shares
|
$3,858
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
8
shares
|
$3,429
0.0% of portfolio
|
Q2 2023
Reduced 11.11%
|