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 |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
46
shares
|
$20,642
0.0% of portfolio
|
Q4 2024
Added 119.05%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
45
shares
|
$20,194
0.0% of portfolio
|
Q4 2024
Added 32.35%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
44
shares
|
$19,745
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
44
shares
|
$19,745
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
44
shares
|
$19,745
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
44
shares
|
$19,745
0.01% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
44
shares
|
$19,745
0.0% of portfolio
|
Q4 2024
Added 91.3%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
43
shares
|
$19,296
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
42
shares
|
$18,847
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
38
shares
|
$17,052
0.0% of portfolio
|
Q2 2024
Reduced 54.22%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
38
shares
|
$17,052
0.01% of portfolio
|
Q1 2022
Reduced 40.63%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
37
shares
|
$16,604
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
37
shares
|
$16,604
0.0% of portfolio
|
Q4 2024
Added 94.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$16,604
0.01% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
34
shares
|
$15,257
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34
shares
|
$15,257
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
33
shares
|
$14,809
0.0% of portfolio
|
Q2 2023
Added 32.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
33
shares
|
$14,809
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$14,809
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
33
shares
|
$14,809
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
32
shares
|
$14,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
32
shares
|
$14,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
30
shares
|
$13,462
0.0% of portfolio
|
Q1 2023
Reduced 82.35%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
29
shares
|
$13,014
0.0% of portfolio
|
Q4 2024
Added 45.0%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
29
shares
|
$13,014
0.01% of portfolio
|
Q1 2021
New holding
|