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 |
|---|---|---|---|---|---|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
757
shares
|
$327,675
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
752
shares
|
$325,510
0.02% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
752
shares
|
$325,510
0.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
751
shares
|
$325,077
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
750
shares
|
$324,645
0.27% of portfolio
|
Q2 2020
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
746
shares
|
$322,913
0.07% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
739
shares
|
$319,883
0.22% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
734
shares
|
$317,719
0.0% of portfolio
|
Q4 2024
Added 152.23%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
733
shares
|
$317,286
0.29% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
731
shares
|
$316,420
0.02% of portfolio
|
Q2 2024
Added 45.04%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
730
shares
|
$315,987
0.01% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
730
shares
|
$315,987
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
729
shares
|
$315,554
0.08% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
724
shares
|
$313,390
0.0% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
717
shares
|
$310,360
0.03% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
714
shares
|
$309,062
0.01% of portfolio
|
Q4 2023
Added 6.57%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
712
shares
|
$308,196
0.0% of portfolio
|
Q2 2023
Reduced 2.73%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
707
shares
|
$306,032
0.35% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
702
shares
|
$303,867
0.0% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
701
shares
|
$303,434
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
701
shares
|
$303,434
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
700
shares
|
$303,002
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
700
shares
|
$303,002
0.02% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
692
shares
|
$299,539
0.1% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
686
shares
|
$296,941
0.0% of portfolio
|
Q2 2024
Added 1.78%
|