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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
917
shares
|
$251,175
0.01% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
908
shares
|
$248,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
903
shares
|
$247,340
0.0% of portfolio
|
Q3 2025
Reduced 41.63%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
902
shares
|
$247,066
0.07% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
900
shares
|
$246,519
0.05% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Nov 14, 2025 Q3 2025 |
880
shares
|
$241,040
0.26% of portfolio
|
Q3 2025
Added 74.6%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
874
shares
|
$239,397
0.0% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
868
shares
|
$237,753
0.02% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
865
shares
|
$236,932
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
864
shares
|
$236,658
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
859
shares
|
$235,288
0.0% of portfolio
|
Q3 2025
Reduced 16.36%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
855
shares
|
$234,193
0.05% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
853
shares
|
$233,645
0.01% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
850
shares
|
$232,823
0.0% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
850
shares
|
$232,823
0.37% of portfolio
|
Q3 2022
Added 5.99%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
848
shares
|
$232,275
0.06% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
846
shares
|
$231,727
0.0% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
845
shares
|
$231,453
0.0% of portfolio
|
Q3 2025
Added 28.61%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
839
shares
|
$229,810
0.01% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
837
shares
|
$229,262
0.27% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
833
shares
|
$228,167
0.01% of portfolio
|
Q3 2025
Reduced 33.15%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
829
shares
|
$227,071
0.02% of portfolio
|
Q3 2025
Added 72.35%
|
|
|
Dock Street Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
820
shares
|
$224,606
0.02% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
808
shares
|
$221,319
0.01% of portfolio
|
Q3 2025
Reduced 45.26%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
801
shares
|
$219,401
0.04% of portfolio
|
Q3 2025
Reduced 5.76%
|
|