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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,473
shares
|
$403,469
0.07% of portfolio
|
Q3 2025
Reduced 61.43%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
1,465
shares
|
$401,278
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,460
shares
|
$399,908
0.02% of portfolio
|
Q3 2025
Added 118.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,455
shares
|
$398,539
0.01% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
1,453
shares
|
$397,991
0.1% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
1,452
shares
|
$397,717
0.0% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,451
shares
|
$397,443
0.0% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
1,434
shares
|
$392,786
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
1,421
shares
|
$389,226
0.0% of portfolio
|
Q3 2025
Reduced 56.1%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
1,419
shares
|
$388,678
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,419
shares
|
$388,678
0.08% of portfolio
|
Q3 2022
Reduced 16.28%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
1,414
shares
|
$387,308
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,405
shares
|
$384,843
0.11% of portfolio
|
Q3 2025
Reduced 13.43%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
1,400
shares
|
$383,474
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
1,386
shares
|
$379,639
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,360
shares
|
$372,517
0.0% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
1,341
shares
|
$367,313
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,337
shares
|
$366,217
0.01% of portfolio
|
Q2 2024
Added 323.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,323
shares
|
$362,382
0.01% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$356,083
0.01% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
1,289
shares
|
$353,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
1,285
shares
|
$351,974
0.07% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
1,282
shares
|
$351,152
0.01% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,269
shares
|
$347,591
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,252
shares
|
$342,935
0.0% of portfolio
|
Q3 2025
Reduced 6.01%
|
|