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 896 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 $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
544
shares
|
$244,381
0.02% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
538
shares
|
$241,685
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
536
shares
|
$240,787
0.12% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
534
shares
|
$239,888
0.18% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
528
shares
|
$237,193
0.0% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
526
shares
|
$236,294
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
525
shares
|
$235,845
0.0% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
524
shares
|
$235,396
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
519
shares
|
$233,150
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
518
shares
|
$232,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
513
shares
|
$230,454
0.0% of portfolio
|
Q4 2024
Reduced 77.35%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
513
shares
|
$230,454
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
510
shares
|
$229,107
0.01% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
509
shares
|
$228,658
0.01% of portfolio
|
Q4 2024
Reduced 96.51%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$224,615
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
500
shares
|
$224,615
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
500
shares
|
$224,615
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$224,615
0.03% of portfolio
|
Q3 2022
Reduced 22.48%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
500
shares
|
$224,615
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
498
shares
|
$223,716
0.03% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
494
shares
|
$221,919
0.16% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
492
shares
|
$221,021
0.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
488
shares
|
$219,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
486
shares
|
$218,325
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
486
shares
|
$218,325
0.01% of portfolio
|
Q4 2024
Added 2.75%
|