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 |
|---|---|---|---|---|---|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
1,282
shares
|
$598,847
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,277
shares
|
$596,512
0.25% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,249
shares
|
$583,432
0.04% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
1,246
shares
|
$582,031
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,223
shares
|
$571,287
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
1,214
shares
|
$567,083
0.01% of portfolio
|
Q3 2024
Added 32.82%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
1,209
shares
|
$564,748
0.0% of portfolio
|
Q4 2024
Reduced 78.34%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
1,205
shares
|
$562,879
0.01% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,205
shares
|
$562,879
0.15% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,203
shares
|
$561,945
0.09% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
1,202
shares
|
$561,478
0.2% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,191
shares
|
$556,339
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,190
shares
|
$555,872
0.0% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,177
shares
|
$549,800
0.13% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,175
shares
|
$548,866
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,154
shares
|
$539,056
0.03% of portfolio
|
Q2 2022
Added 22.64%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,144
shares
|
$534,385
0.01% of portfolio
|
Q3 2023
Added 35.06%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
1,144
shares
|
$534,385
0.05% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
1,134
shares
|
$529,714
0.02% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,127
shares
|
$526,444
0.01% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
1,126
shares
|
$525,977
0.04% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
1,126
shares
|
$525,977
0.14% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
1,115
shares
|
$520,838
0.04% of portfolio
|
Q1 2024
Added 162.97%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
1,105
shares
|
$516,167
0.26% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,102
shares
|
$514,766
0.02% of portfolio
|
Q4 2024
Reduced 8.85%
|