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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
14
shares
|
$3,834
0.0% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
13
shares
|
$3,560
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
13
shares
|
$3,560
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
12
shares
|
$3,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
11
shares
|
$3,013
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
11
shares
|
$3,013
0.0% of portfolio
|
Q1 2025
Reduced 88.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
11
shares
|
$3,013
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
11
shares
|
$3,013
0.0% of portfolio
|
Q3 2025
Added 1000.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11
shares
|
$3,013
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
10
shares
|
$2,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
10
shares
|
$2,739
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
10
shares
|
$2,739
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
10
shares
|
$2,739
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
10
shares
|
$2,739
0.0% of portfolio
|
Q3 2025
Added 900.0%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
9
shares
|
$2,465
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
9
shares
|
$2,465
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
8
shares
|
$2,191
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$2,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8
shares
|
$2,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$2,191
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
8
shares
|
$2,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
8
shares
|
$2,191
0.0% of portfolio
|
Q3 2025
Added 700.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
8
shares
|
$2,191
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
8
shares
|
$2,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
8
shares
|
$2,191
0.0% of portfolio
|
Q2 2025
New holding
|
|