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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
7
shares
|
$3,144
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7
shares
|
$3,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
7
shares
|
$3,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
6
shares
|
$2,695
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$2,695
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
6
shares
|
$2,695
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
6
shares
|
$2,695
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6
shares
|
$2,695
0.0% of portfolio
|
Q4 2022
Reduced 14.29%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
6
shares
|
$2,695
0.0% of portfolio
|
Q3 2024
Reduced 88.68%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
6
shares
|
$2,695
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
6
shares
|
$2,695
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
6
shares
|
$2,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$2,246
0.0% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
5
shares
|
$2,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
5
shares
|
$2,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
4
shares
|
$1,796
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
4
shares
|
$1,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4
shares
|
$1,796
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
4
shares
|
$1,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
3
shares
|
$1,347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$898
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2
shares
|
$898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
2
shares
|
$898
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2
shares
|
$898
0.0% of portfolio
|
Q1 2024
New holding
|