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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
137
shares
|
$61,480
0.0% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
136
shares
|
$61,031
0.0% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
127
shares
|
$56,992
0.0% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
125
shares
|
$56,095
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
121
shares
|
$54,299
0.0% of portfolio
|
Q3 2024
Reduced 97.67%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
115
shares
|
$51,607
0.03% of portfolio
|
Q4 2024
Reduced 20.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
113
shares
|
$50,709
0.0% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
108
shares
|
$48,466
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
107
shares
|
$48,017
0.0% of portfolio
|
Q3 2023
Reduced 7.76%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
107
shares
|
$48,017
0.01% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
104
shares
|
$46,671
0.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
103
shares
|
$46,222
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
103
shares
|
$46,222
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$44,876
0.0% of portfolio
|
Q1 2024
Reduced 81.02%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$44,876
0.03% of portfolio
|
Q1 2022
Added 7.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
95
shares
|
$42,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
91
shares
|
$40,837
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
90
shares
|
$40,388
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$38,144
0.01% of portfolio
|
Q2 2022
Reduced 15.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
83
shares
|
$37,247
0.0% of portfolio
|
Q4 2023
Added 69.39%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
81
shares
|
$36,349
0.0% of portfolio
|
Q3 2022
Reduced 11.96%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
80
shares
|
$35,900
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
80
shares
|
$35,900
0.02% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
80
shares
|
$35,900
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
77
shares
|
$34,554
0.0% of portfolio
|
Q4 2021
New holding
|