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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$23,282
0.01% of portfolio
|
Q2 2022
Reduced 15.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
83
shares
|
$22,734
0.0% of portfolio
|
Q4 2023
Added 69.39%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
80
shares
|
$21,912
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
78
shares
|
$21,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
77
shares
|
$21,091
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
76
shares
|
$20,817
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
75
shares
|
$20,543
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
74
shares
|
$20,269
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
70
shares
|
$19,173
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
68
shares
|
$18,625
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
67
shares
|
$18,351
0.0% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
65
shares
|
$17,804
0.01% of portfolio
|
Q3 2025
Reduced 89.0%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
65
shares
|
$17,804
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
64
shares
|
$17,530
0.0% of portfolio
|
Q2 2022
Added 1.59%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
63
shares
|
$17,256
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
62
shares
|
$16,982
0.0% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
62
shares
|
$16,982
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
58
shares
|
$15,886
0.0% of portfolio
|
Q3 2025
Added 18.37%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
58
shares
|
$15,886
0.0% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
53
shares
|
$14,517
0.0% of portfolio
|
Q3 2025
Reduced 39.77%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
53
shares
|
$14,517
0.0% of portfolio
|
Q3 2025
Added 29.27%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
52
shares
|
$14,243
0.01% of portfolio
|
Q3 2025
Reduced 35.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
52
shares
|
$14,243
0.0% of portfolio
|
Q2 2023
Reduced 22.39%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
51
shares
|
$13,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
50
shares
|
$13,695
0.01% of portfolio
|
Q4 2022
New holding
|
|