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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
7
shares
|
$2,610
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
6
shares
|
$2,237
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
6
shares
|
$2,237
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
6
shares
|
$2,237
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$2,237
0.0% of portfolio
|
Q3 2024
Reduced 88.68%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
6
shares
|
$2,237
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$2,237
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6
shares
|
$2,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
5
shares
|
$1,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$1,864
0.0% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
4
shares
|
$1,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
4
shares
|
$1,491
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
4
shares
|
$1,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
4
shares
|
$1,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4
shares
|
$1,491
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
4
shares
|
$1,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
4
shares
|
$1,491
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
3
shares
|
$1,118
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
3
shares
|
$1,118
0.0% of portfolio
|
Q1 2025
Reduced 98.11%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
3
shares
|
$1,118
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3
shares
|
$1,118
0.0% of portfolio
|
Q2 2025
Reduced 95.71%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
2
shares
|
$745
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$745
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$745
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
2
shares
|
$745
0.0% of portfolio
|
Q1 2025
New holding
|