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 873 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 |
|---|---|---|---|---|---|
|
Abner Herrman & Brock LLC
|
Oct 14, 2025 Q3 2025 |
4,000
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
4,000
shares
|
$1.1 Million
0.75% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
3,997
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2025
Reduced 37.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,983
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2023
Reduced 27.45%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
3,961
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
3,907
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2025
Reduced 55.12%
|
|
|
Aurora Investment Managers, Llc.
|
Nov 10, 2025 Q3 2025 |
3,893
shares
|
$1.07 Million
0.61% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,834
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 34.18%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
3,826
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
3,825
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,750
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,716
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.31%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
3,612
shares
|
$989,362
0.01% of portfolio
|
Q3 2025
Added 49.63%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,600
shares
|
$986,076
0.01% of portfolio
|
Q3 2025
Added 35.85%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,599
shares
|
$985,802
0.01% of portfolio
|
Q3 2025
Reduced 82.68%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
3,559
shares
|
$974,845
0.0% of portfolio
|
Q3 2025
Reduced 73.84%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,510
shares
|
$961,424
0.01% of portfolio
|
Q2 2025
Added 132.45%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,468
shares
|
$949,919
0.03% of portfolio
|
Q3 2025
Added 384.36%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,465
shares
|
$949,098
0.36% of portfolio
|
Q2 2025
Added 139.79%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,461
shares
|
$948,002
0.0% of portfolio
|
Q3 2025
Reduced 33.87%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
3,456
shares
|
$946,632
0.33% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
3,445
shares
|
$943,619
0.52% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,338
shares
|
$914,311
0.01% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
3,335
shares
|
$913,489
0.52% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
3,264
shares
|
$894,042
0.45% of portfolio
|
Q3 2025
Reduced 2.16%
|
|