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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
260
shares
|
$71,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
257
shares
|
$70,394
0.0% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
243
shares
|
$66,560
0.05% of portfolio
|
Q3 2025
Added 523.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
237
shares
|
$64,916
0.01% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
227
shares
|
$62,177
0.0% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
225
shares
|
$61,629
0.02% of portfolio
|
Q4 2022
Reduced 3.43%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
216
shares
|
$59,164
0.01% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
212
shares
|
$58,068
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
210
shares
|
$57,521
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
192
shares
|
$52,590
0.01% of portfolio
|
Q2 2024
Reduced 36.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
191
shares
|
$52,316
0.0% of portfolio
|
Q2 2020
Added 32.26%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
185
shares
|
$50,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
184
shares
|
$50,399
0.18% of portfolio
|
Q3 2022
Reduced 15.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
184
shares
|
$50,399
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
180
shares
|
$49,303
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
177
shares
|
$48,482
0.02% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
172
shares
|
$47,112
0.0% of portfolio
|
Q3 2025
Reduced 58.25%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
170
shares
|
$46,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
162
shares
|
$44,373
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
162
shares
|
$44,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
158
shares
|
$43,277
0.0% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
157
shares
|
$43,003
0.0% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
152
shares
|
$41,634
0.01% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
150
shares
|
$41,086
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
150
shares
|
$41,086
0.03% of portfolio
|
Q3 2025
Reduced 1.32%
|
|