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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
28
shares
|
$7,669
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
27
shares
|
$7,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$7,395
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
26
shares
|
$7,121
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
25
shares
|
$6,847
0.0% of portfolio
|
Q3 2025
Reduced 87.92%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
25
shares
|
$6,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
24
shares
|
$6,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
24
shares
|
$6,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
24
shares
|
$6,573
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
24
shares
|
$6,573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
22
shares
|
$6,026
0.0% of portfolio
|
Q3 2025
Reduced 90.22%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
22
shares
|
$6,026
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
21
shares
|
$5,752
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
21
shares
|
$5,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
18
shares
|
$4,930
0.0% of portfolio
|
Q4 2024
Reduced 84.75%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
18
shares
|
$4,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$4,656
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
17
shares
|
$4,656
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$4,656
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$4,382
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
16
shares
|
$4,382
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
16
shares
|
$4,382
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
15
shares
|
$4,108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
15
shares
|
$4,108
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
15
shares
|
$4,108
0.0% of portfolio
|
Q3 2025
Reduced 42.31%
|
|