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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
3,255
shares
|
$891,577
0.09% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
3,254
shares
|
$891,303
0.54% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
3,244
shares
|
$888,564
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
3,240
shares
|
$887,468
0.18% of portfolio
|
Q3 2025
Added 255.65%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
3,211
shares
|
$879,525
0.06% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
3,194
shares
|
$874,868
0.17% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
3,193
shares
|
$874,594
0.02% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,120
shares
|
$854,599
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,111
shares
|
$852,134
0.01% of portfolio
|
Q3 2025
Added 272.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,108
shares
|
$851,312
0.0% of portfolio
|
Q3 2025
Added 26.55%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
3,095
shares
|
$847,751
0.0% of portfolio
|
Q3 2025
Reduced 49.33%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
3,084
shares
|
$844,738
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
3,067
shares
|
$840,081
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
3,045
shares
|
$834,055
0.03% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,980
shares
|
$816,251
0.1% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,976
shares
|
$815,156
0.02% of portfolio
|
Q3 2025
Added 213.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,945
shares
|
$806,664
0.01% of portfolio
|
Q2 2023
Reduced 35.65%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
2,922
shares
|
$800,365
0.05% of portfolio
|
Q3 2019
Added 7.82%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
2,892
shares
|
$792,147
0.01% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
2,891
shares
|
$791,873
0.18% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
2,888
shares
|
$791,052
0.07% of portfolio
|
Q3 2025
Reduced 73.77%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,883
shares
|
$789,682
0.02% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,883
shares
|
$789,682
0.0% of portfolio
|
Q3 2025
Reduced 86.01%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,870
shares
|
$786,121
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tredje Ap Fonden
|
Nov 10, 2025 Q3 2025 |
2,853
shares
|
$781,465
0.01% of portfolio
|
Q3 2025
Reduced 67.32%
|
|