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 |
|---|---|---|---|---|---|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
793
shares
|
$217,210
0.17% of portfolio
|
Q1 2024
Reduced 34.14%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
792
shares
|
$216,936
0.08% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
791
shares
|
$216,662
0.03% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
791
shares
|
$216,662
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
790
shares
|
$216,388
0.02% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
780
shares
|
$213,649
0.07% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
777
shares
|
$212,828
0.01% of portfolio
|
Q3 2025
Reduced 21.44%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
777
shares
|
$212,828
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
776
shares
|
$212,554
0.01% of portfolio
|
Q3 2025
Reduced 38.9%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
775
shares
|
$212,280
0.01% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
773
shares
|
$211,732
0.09% of portfolio
|
Q3 2025
Added 37.06%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
772
shares
|
$211,458
0.01% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
772
shares
|
$211,458
0.03% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
766
shares
|
$209,815
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
753
shares
|
$206,254
0.04% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
750
shares
|
$205,432
0.27% of portfolio
|
Q2 2020
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
739
shares
|
$202,419
0.22% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
724
shares
|
$198,310
0.01% of portfolio
|
Q3 2025
Added 546.43%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
714
shares
|
$195,571
0.01% of portfolio
|
Q4 2023
Added 6.57%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
712
shares
|
$195,023
0.0% of portfolio
|
Q2 2023
Reduced 2.73%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
710
shares
|
$194,476
0.0% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
706
shares
|
$193,380
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
706
shares
|
$193,380
0.06% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
701
shares
|
$192,010
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
700
shares
|
$191,737
0.01% of portfolio
|
Q3 2024
Reduced 6.67%
|
|