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 897 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
990
shares
|
$428,531
0.25% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
989
shares
|
$428,098
0.07% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
988
shares
|
$427,665
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
988
shares
|
$427,665
0.15% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
981
shares
|
$424,635
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
978
shares
|
$423,337
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
971
shares
|
$420,307
0.01% of portfolio
|
Q4 2023
Reduced 18.81%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
971
shares
|
$420,307
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
969
shares
|
$419,441
0.02% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
948
shares
|
$410,351
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
947
shares
|
$409,918
0.14% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
934
shares
|
$404,291
0.05% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
918
shares
|
$397,365
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
917
shares
|
$396,932
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
912
shares
|
$394,768
0.01% of portfolio
|
Q4 2024
Reduced 76.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
905
shares
|
$391,738
0.01% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
900
shares
|
$389,574
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
894
shares
|
$386,976
0.28% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
894
shares
|
$386,976
0.13% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
891
shares
|
$385,678
0.0% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
886
shares
|
$383,513
0.12% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
884
shares
|
$382,648
0.15% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
878
shares
|
$380,051
0.05% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
870
shares
|
$376,588
0.05% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
864
shares
|
$373,991
0.02% of portfolio
|
Q1 2019
New holding
|