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 |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
29
shares
|
$13,014
0.01% of portfolio
|
Q4 2020
Reduced 91.69%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
28
shares
|
$12,565
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
28
shares
|
$12,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
27
shares
|
$12,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$12,116
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
27
shares
|
$12,116
0.0% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
27
shares
|
$12,116
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
26
shares
|
$11,667
0.0% of portfolio
|
Q2 2024
Added 52.94%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
25
shares
|
$11,219
0.0% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
24
shares
|
$10,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
24
shares
|
$10,770
0.0% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
23
shares
|
$10,321
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
22
shares
|
$9,872
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
22
shares
|
$9,872
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
21
shares
|
$9,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
20
shares
|
$8,975
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
18
shares
|
$8,077
0.0% of portfolio
|
Q4 2024
Reduced 84.75%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
17
shares
|
$7,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$7,628
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
17
shares
|
$7,628
0.0% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$7,628
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
17
shares
|
$7,628
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$7,180
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
15
shares
|
$6,731
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
14
shares
|
$6,282
0.0% of portfolio
|
Q4 2024
Added 180.0%
|