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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
50
shares
|
$13,695
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
47
shares
|
$12,873
0.0% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
47
shares
|
$12,873
0.0% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
46
shares
|
$12,599
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
45
shares
|
$12,325
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
42
shares
|
$11,504
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
41
shares
|
$11,230
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
41
shares
|
$11,230
0.0% of portfolio
|
Q3 2025
Added 51.85%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
40
shares
|
$10,956
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
39
shares
|
$10,682
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
38
shares
|
$10,408
0.01% of portfolio
|
Q1 2022
Reduced 40.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$10,134
0.01% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
35
shares
|
$9,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
35
shares
|
$9,586
0.0% of portfolio
|
Q3 2025
Reduced 31.37%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34
shares
|
$9,312
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
33
shares
|
$9,039
0.0% of portfolio
|
Q2 2023
Added 32.0%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
32
shares
|
$8,765
0.0% of portfolio
|
Q3 2025
Reduced 44.83%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
32
shares
|
$8,765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
31
shares
|
$8,491
0.01% of portfolio
|
Q3 2025
Added 47.62%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
30
shares
|
$8,217
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
30
shares
|
$8,217
0.0% of portfolio
|
Q1 2023
Reduced 82.35%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
30
shares
|
$8,217
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
29
shares
|
$7,943
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
29
shares
|
$7,943
0.0% of portfolio
|
Q4 2020
Reduced 91.69%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
29
shares
|
$7,943
0.0% of portfolio
|
Q3 2025
New holding
|
|