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 879 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
3,008
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
2,998
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,980
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,971
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 77.16%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,945
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2023
Reduced 35.65%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
2,922
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2019
Added 7.82%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
2,906
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Oct 24, 2024 Q3 2024 |
2,904
shares
|
$1.36 Million
1.18% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
2,877
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 86.28%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
2,829
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
2,798
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,768
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,737
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
2,735
shares
|
$1.28 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
2,718
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Added 10.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,695
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 66.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,689
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.04%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
2,650
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
2,623
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,613
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,596
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
2,580
shares
|
$1.21 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,566
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
2,562
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
2,550
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2024
New holding
|