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 905 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
8
shares
|
$3,416
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$3,416
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8
shares
|
$3,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
8
shares
|
$3,416
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
8
shares
|
$3,416
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
8
shares
|
$3,416
0.0% of portfolio
|
Q2 2023
Reduced 11.11%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
7
shares
|
$2,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
7
shares
|
$2,989
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
7
shares
|
$2,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
7
shares
|
$2,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
7
shares
|
$2,989
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7
shares
|
$2,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6
shares
|
$2,562
0.0% of portfolio
|
Q4 2022
Reduced 14.29%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
6
shares
|
$2,562
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
6
shares
|
$2,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
6
shares
|
$2,562
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$2,562
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
6
shares
|
$2,562
0.0% of portfolio
|
Q3 2024
Reduced 88.68%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
6
shares
|
$2,562
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
6
shares
|
$2,562
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
6
shares
|
$2,562
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
6
shares
|
$2,562
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
5
shares
|
$2,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$2,135
0.0% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
5
shares
|
$2,135
0.0% of portfolio
|
Q4 2024
New holding
|