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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
863
shares
|
$373,558
0.03% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
860
shares
|
$372,259
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
856
shares
|
$370,528
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
853
shares
|
$369,229
0.0% of portfolio
|
Q4 2024
Added 109.07%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
850
shares
|
$367,931
0.08% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
850
shares
|
$367,931
0.37% of portfolio
|
Q3 2022
Added 5.99%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
837
shares
|
$362,303
0.27% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
829
shares
|
$358,840
0.0% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
823
shares
|
$356,243
0.03% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
820
shares
|
$354,945
0.02% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
813
shares
|
$351,915
0.01% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
804
shares
|
$348,019
0.05% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
804
shares
|
$348,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
800
shares
|
$346,288
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
797
shares
|
$344,989
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
793
shares
|
$343,257
0.04% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
793
shares
|
$343,257
0.17% of portfolio
|
Q1 2024
Reduced 34.14%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
779
shares
|
$337,197
0.01% of portfolio
|
Q4 2024
Added 71.59%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
776
shares
|
$335,899
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
775
shares
|
$335,466
0.02% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
774
shares
|
$335,033
0.0% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
773
shares
|
$334,600
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
771
shares
|
$333,735
0.01% of portfolio
|
Q4 2024
Reduced 68.22%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
770
shares
|
$333,302
0.0% of portfolio
|
Q4 2024
Reduced 58.29%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
762
shares
|
$329,839
0.01% of portfolio
|
Q2 2024
Added 21.73%
|