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 |
|---|---|---|---|---|---|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
479
shares
|
$215,181
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
476
shares
|
$213,833
0.01% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
468
shares
|
$210,239
0.01% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
465
shares
|
$208,891
0.03% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
457
shares
|
$205,298
0.02% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
456
shares
|
$204,848
0.1% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
455
shares
|
$204,399
0.06% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
452
shares
|
$203,051
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
450
shares
|
$202,153
0.02% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
450
shares
|
$202,153
0.02% of portfolio
|
Q1 2023
Reduced 11.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
447
shares
|
$200,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
445
shares
|
$199,907
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
443
shares
|
$199,008
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
442
shares
|
$198,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
439
shares
|
$197,211
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
439
shares
|
$197,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
439
shares
|
$197,211
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
438
shares
|
$196,762
0.0% of portfolio
|
Q4 2024
Reduced 95.39%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
436
shares
|
$195,864
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
431
shares
|
$193,618
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
426
shares
|
$191,371
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
425
shares
|
$190,922
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
425
shares
|
$190,922
0.08% of portfolio
|
Q4 2024
Reduced 35.99%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
425
shares
|
$190,922
0.03% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
425
shares
|
$190,922
0.03% of portfolio
|
Q4 2024
Reduced 3.19%
|