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 |
|---|---|---|---|---|---|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
4
shares
|
$1,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4
shares
|
$1,714
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
4
shares
|
$1,714
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
4
shares
|
$1,714
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
3
shares
|
$1,286
0.0% of portfolio
|
Q1 2025
Reduced 98.11%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2
shares
|
$857
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2
shares
|
$857
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
2
shares
|
$857
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2
shares
|
$857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
1
shares
|
$428
0.0% of portfolio
|
Q3 2024
Reduced 99.36%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$428
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$428
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1
shares
|
$428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$428
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1
shares
|
$428
0.0% of portfolio
|
Q1 2025
New holding
|