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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
249
shares
|
$111,741
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
242
shares
|
$108,599
0.01% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
225
shares
|
$100,971
0.03% of portfolio
|
Q4 2022
Reduced 3.43%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
213
shares
|
$95,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
205
shares
|
$91,995
0.01% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
202
shares
|
$90,649
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
192
shares
|
$86,161
0.01% of portfolio
|
Q2 2024
Reduced 36.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
191
shares
|
$85,713
0.0% of portfolio
|
Q2 2020
Added 32.26%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
190
shares
|
$85,264
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Swedbank Ab
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
185
shares
|
$83,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
184
shares
|
$82,571
0.18% of portfolio
|
Q3 2022
Reduced 15.98%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
184
shares
|
$82,571
0.0% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
180
shares
|
$80,776
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
174
shares
|
$78,084
0.03% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
170
shares
|
$76,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
165
shares
|
$74,045
0.0% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
159
shares
|
$71,352
0.02% of portfolio
|
Q4 2024
Reduced 40.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
159
shares
|
$71,352
0.01% of portfolio
|
Q3 2024
Added 5200.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
157
shares
|
$70,455
0.06% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
152
shares
|
$68,211
0.0% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
150
shares
|
$67,314
0.02% of portfolio
|
Q3 2022
Reduced 6.25%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
150
shares
|
$67,314
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
144
shares
|
$64,621
0.03% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
144
shares
|
$64,621
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
140
shares
|
$62,826
0.09% of portfolio
|
Q4 2023
New holding
|