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 |
|---|---|---|---|---|---|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
2,831
shares
|
$775,439
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
2,809
shares
|
$769,413
0.0% of portfolio
|
Q3 2025
Reduced 25.96%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
2,801
shares
|
$767,221
0.34% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,762
shares
|
$756,539
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,760
shares
|
$755,991
0.03% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
2,743
shares
|
$751,335
0.03% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
2,721
shares
|
$745,309
0.04% of portfolio
|
Q3 2025
Reduced 20.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,708
shares
|
$741,748
0.01% of portfolio
|
Q3 2025
Added 1456.32%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,677
shares
|
$733,257
0.02% of portfolio
|
Q3 2025
Added 489.65%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
2,653
shares
|
$726,683
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
2,652
shares
|
$726,409
0.12% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
2,644
shares
|
$724,218
0.0% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,570
shares
|
$703,948
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
2,553
shares
|
$699,292
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
2,550
shares
|
$698,470
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
2,548
shares
|
$697,922
0.21% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
2,545
shares
|
$697,100
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,512
shares
|
$688,061
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Amiral Gestion
Paris, I0 |
Oct 09, 2025 Q3 2025 |
2,500
shares
|
$684,775
0.26% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
2,500
shares
|
$684,775
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
2,495
shares
|
$683,405
0.01% of portfolio
|
Q3 2025
Reduced 62.84%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,448
shares
|
$670,531
0.1% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,410
shares
|
$660,123
0.11% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
2,390
shares
|
$654,644
0.06% of portfolio
|
Q4 2021
Reduced 5.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
2,375
shares
|
$650,536
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|