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 874 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 |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
7,926
shares
|
$2.17 Million
0.67% of portfolio
|
Q3 2025
Reduced 21.45%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,885
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
7,836
shares
|
$2.15 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
7,808
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
7,631
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
7,436
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,296
shares
|
$2 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
7,268
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
7,100
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.71%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
7,088
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,970
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 85.52%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
6,739
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
6,708
shares
|
$1.84 Million
0.15% of portfolio
|
Q3 2025
Added 48.18%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,612
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
6,596
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 122.69%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
6,590
shares
|
$1.81 Million
0.04% of portfolio
|
Q1 2024
Added 10.76%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
6,509
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Added 21.14%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
6,472
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
6,366
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 52.69%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
6,291
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.27%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
6,217
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
6,214
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 24.13%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
6,105
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,084
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
6,051
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Added 267.4%
|
|