ETF Holdings Breakdown of FDS

Stock Name	FactSet Research Systems Inc
Ticker	FDS(USD) NYSE
TYPE	Common Stock
Country	USA
ISIN	US3030751057
LEI	549300ZSJE7NBK6K9P30

News associated with FDS

FactSet Research Systems Inc. (NYSE:FDS) Position Decreased by Envestnet Portfolio Solutions Inc.: Envestnet Portfolio Solutions Inc. lowered its holdings in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 35.0% during the 1st quarter, HoldingsChannel.com reports. The firm owned 2,270 shares of the business services provider’s stock after selling 1,223 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in FactSet Research Systems were worth $1,032,000 at […] - 2025-06-25 07:32:53
Avior Wealth Management LLC Sells 345 Shares of FactSet Research Systems Inc. (NYSE:FDS): Avior Wealth Management LLC trimmed its position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 31.3% during the 1st quarter, HoldingsChannel reports. The fund owned 757 shares of the business services provider’s stock after selling 345 shares during the quarter. Avior Wealth Management LLC’s holdings in FactSet Research Systems were worth […] - 2025-06-23 09:24:53
Evercore ISI Has Lowered Expectations for FactSet Research Systems (NYSE:FDS) Stock Price: FactSet Research Systems (NYSE:FDS – Get Free Report) had its price target cut by equities research analysts at Evercore ISI from $470.00 to $448.00 in a research report issued to clients and investors on Monday,Benzinga reports. The brokerage currently has an “in-line” rating on the business services provider’s stock. Evercore ISI’s price target would indicate […] - 2025-06-18 05:50:50
Exchange Traded Concepts LLC Buys 7,563 Shares of FactSet Research Systems Inc. (NYSE:FDS): Exchange Traded Concepts LLC grew its stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 5,955.1% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 7,690 shares of the business services provider’s stock after acquiring an additional 7,563 shares during the […] - 2025-06-17 09:14:49
CX Institutional Acquires Shares of 131 FactSet Research Systems Inc. (NYSE:FDS): CX Institutional acquired a new stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 131 shares of the business services provider’s stock, valued at approximately $60,000. A […] - 2025-06-17 08:22:52
Merit Financial Group LLC Makes New Investment in FactSet Research Systems Inc. (NYSE:FDS): Merit Financial Group LLC bought a new position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the 1st quarter, HoldingsChannel reports. The firm bought 1,104 shares of the business services provider’s stock, valued at approximately $502,000. Several other hedge funds and other institutional investors also recently added to or reduced their […] - 2025-06-11 08:12:59
FactSet Research Systems Inc. (NYSE:FDS) Stock Position Lifted by Wealth Enhancement Advisory Services LLC: Wealth Enhancement Advisory Services LLC boosted its stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 6.1% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,370 shares of the business services provider’s stock after purchasing an additional 251 shares during the period. […] - 2025-06-06 09:03:03
Royal Bank of Canada Reaffirms Sector Perform Rating for FactSet Research Systems (NYSE:FDS): FactSet Research Systems (NYSE:FDS – Get Free Report)‘s stock had its “sector perform” rating reiterated by equities research analysts at Royal Bank of Canada in a research report issued to clients and investors on Tuesday,Benzinga reports. They presently have a $503.00 target price on the business services provider’s stock. Royal Bank of Canada’s price objective […] - 2025-06-05 05:29:04
FactSet Research Systems Inc. (NYSE:FDS) Receives Average Rating of “Reduce” from Brokerages: FactSet Research Systems Inc. (NYSE:FDS – Get Free Report) has been given an average recommendation of “Reduce” by the eight brokerages that are covering the firm, Marketbeat Ratings reports. Three investment analysts have rated the stock with a sell recommendation and five have given a hold recommendation to the company. The average 1 year price […] - 2025-06-03 05:50:52
Two Sigma Investments LP Has $3.38 Million Holdings in FactSet Research Systems Inc. (NYSE:FDS): Two Sigma Investments LP lessened its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 63.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,044 shares of the business services provider’s stock after selling 12,460 […] - 2025-05-30 08:25:05
FactSet Research Systems Inc. (NYSE:FDS) Shares Sold by Tidal Investments LLC: Tidal Investments LLC trimmed its position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 57.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,088 shares of the business services provider’s stock after selling 1,447 shares during […] - 2025-05-29 08:10:56
Nomura Holdings Inc. Buys Shares of 1,255 FactSet Research Systems Inc. (NYSE:FDS): Nomura Holdings Inc. bought a new stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 1,255 shares of the business services provider’s stock, valued at approximately $603,000. A number of other large investors have also […] - 2025-05-21 08:50:51
Brokerages Set FactSet Research Systems Inc. (NYSE:FDS) PT at $436.90: Shares of FactSet Research Systems Inc. (NYSE:FDS – Get Free Report) have been assigned an average rating of “Reduce” from the nine research firms that are currently covering the firm, Marketbeat reports. Four equities research analysts have rated the stock with a sell rating and five have issued a hold rating on the company. The […] - 2025-05-12 05:54:54
FactSet Research Systems Inc. (NYSE:FDS) Shares Acquired by Tudor Investment Corp ET AL: Tudor Investment Corp ET AL boosted its stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,255 shares of the business services provider’s stock after buying an additional 55 shares […] - 2025-05-08 08:30:53
Arrowstreet Capital Limited Partnership Acquires New Shares in FactSet Research Systems Inc. (NYSE:FDS): Arrowstreet Capital Limited Partnership bought a new position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 12,248 shares of the business services provider’s stock, valued at approximately $5,882,000. A number of other institutional investors have also added to or reduced their stakes in […] - 2025-04-08 10:02:52
25,260 Shares in FactSet Research Systems Inc. (NYSE:FDS) Acquired by Norges Bank: Norges Bank purchased a new stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 25,260 shares of the business services provider’s stock, valued at approximately $12,132,000. Norges Bank owned 0.07% of FactSet Research […] - 2025-04-08 07:48:51
Schroder Investment Management Group Decreases Stock Holdings in FactSet Research Systems Inc. (NYSE:FDS): Schroder Investment Management Group lessened its holdings in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 11.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,561 shares of the business services provider’s stock after selling 316 shares during the period. […] - 2025-04-07 08:02:55
Corebridge Financial Inc. Sells 287 Shares of FactSet Research Systems Inc. (NYSE:FDS): Corebridge Financial Inc. trimmed its position in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,434 shares of the business services provider’s stock after selling 287 shares during the period. […] - 2025-03-31 08:17:04
FDS Crosses Above Average Analyst Target: In recent trading, shares of FactSet Research Systems Inc. (Symbol: FDS) have crossed above the average analyst 12-month target price of $446.43, changing hands for $449.23/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: do - 2025-03-28 11:32:42
Rep. Byron Donalds Sells Off Shares of FactSet Research Systems Inc. (NYSE:FDS): Representative Byron Donalds (R-Florida) recently sold shares of FactSet Research Systems Inc. (NYSE:FDS). In a filing disclosed on March 25th, the Representative disclosed that they had sold between $1,001 and $15,000 in FactSet Research Systems stock on February 13th. The trade occurred in the Representative’s “MORAN WEALTH IRA” account. Representative Byron Donalds also recently made […] - 2025-03-28 06:05:12
BMO Capital Markets Issues Pessimistic Forecast for FactSet Research Systems (NYSE:FDS) Stock Price: FactSet Research Systems (NYSE:FDS – Get Free Report) had its price objective cut by BMO Capital Markets from $498.00 to $466.00 in a research note issued on Monday,Benzinga reports. The firm currently has a “market perform” rating on the business services provider’s stock. BMO Capital Markets’ price target points to a potential upside of 5.89% […] - 2025-03-26 06:58:44
FactSet Research Systems Inc. (NYSE:FDS) Shares Sold by Corient Private Wealth LLC: Corient Private Wealth LLC decreased its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 1.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,118 shares of the business services provider’s stock after selling 64 shares during the period. […] - 2025-03-25 08:05:00
Morgan Stanley Cuts FactSet Research Systems (NYSE:FDS) Price Target to $390.00: FactSet Research Systems (NYSE:FDS – Free Report) had its price objective decreased by Morgan Stanley from $409.00 to $390.00 in a research note issued to investors on Friday,Benzinga reports. Morgan Stanley currently has an underweight rating on the business services provider’s stock. A number of other research firms have also recently weighed in on FDS. […] - 2025-03-24 07:06:49
Independent Advisor Alliance Makes New Investment in FactSet Research Systems Inc. (NYSE:FDS): Independent Advisor Alliance bought a new stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 439 shares of the business services provider’s stock, valued at approximately $211,000. Several other hedge funds have also made […] - 2025-03-20 08:29:04
FactSet Research Systems Inc. (NYSE:FDS) Shares Sold by Victory Capital Management Inc.: Victory Capital Management Inc. lowered its position in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 12.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 26,949 shares of the business services provider’s stock after selling 3,804 shares during the quarter. Victory Capital Management Inc.’s holdings in FactSet Research Systems were worth $12,943,000 […] - 2025-03-13 08:32:55
Royal Bank of Canada Reiterates Sector Perform Rating for FactSet Research Systems (NYSE:FDS): FactSet Research Systems (NYSE:FDS – Get Free Report)‘s stock had its “sector perform” rating reiterated by equities research analysts at Royal Bank of Canada in a research note issued to investors on Monday,Benzinga reports. They presently have a $503.00 price target on the business services provider’s stock. Royal Bank of Canada’s price target would indicate […] - 2025-03-12 06:42:55
D.A. Davidson & CO. Sells 73 Shares of FactSet Research Systems Inc. (NYSE:FDS): D.A. Davidson & CO. cut its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 6.1% in the 4th quarter, Holdings Channel reports. The firm owned 1,118 shares of the business services provider’s stock after selling 73 shares during the period. D.A. Davidson & CO.’s holdings in FactSet Research Systems were […] - 2025-02-26 09:01:04
Brokerages Set FactSet Research Systems Inc. (NYSE:FDS) PT at $453.23: Shares of FactSet Research Systems Inc. (NYSE:FDS – Get Free Report) have received a consensus rating of “Reduce” from the thirteen analysts that are covering the company, MarketBeat reports. Five investment analysts have rated the stock with a sell rating and eight have assigned a hold rating to the company. The average twelve-month target price […] - 2025-02-26 06:38:54
FactSet Research Systems Inc. (NYSE:FDS) Shares Purchased by Allworth Financial LP: Allworth Financial LP boosted its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 19.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 137 shares of the business services provider’s stock after buying an additional 22 […] - 2025-02-25 08:32:53
FactSet Research Systems Inc. (NYSE:FDS) Shares Bought by Principal Financial Group Inc.: Principal Financial Group Inc. grew its stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 50,166 shares of the business services provider’s stock after purchasing an additional […] - 2025-02-24 08:51:00

FDS institutional holdings

The following institutional investment holdings of FDS have been identified

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-23	IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc))	88,151 0.1%	USD 38,524,632 3.5%
2025-06-23	IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist))	88,151	USD 38,524,632
2025-06-23	IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc))	88,151	USD 38,524,632
2025-06-23	IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc))	56,131	USD 24,530,931
2025-06-23	IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist))	56,131	USD 24,530,931 3.4%
2025-06-23	IE00BKBF6H24 (iShares Core MSCI World UCITS ETF)	56,131	USD 24,530,931
2025-06-23	IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist))	56,131	USD 24,530,931
2025-06-23	IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist))	9,159	USD 4,002,758 3.4%
2025-06-23	IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist))	13,774	USD 6,019,651
2025-06-23	IE00B6R52259 (iShares MSCI ACWI UCITS ETF)	7,609	USD 3,325,361 3.4%
2025-06-23	IE00BYX2JD69 (iShares MSCI World SRI UCITS ETF)	21,578	USD 9,430,233
2025-06-23	IE00BMZ17T93 (iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) GBP)	21,578	USD 9,430,233
2025-06-23	IE00BMZ17X30 (iShares MSCI World SRI UCITS ETF USD Hedged (Dist))	21,578	USD 9,430,233 3.4%
2025-06-23	IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc))	11,639	USD 5,086,592
2025-06-23	IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist))	11,639	USD 5,086,592
2025-06-23	IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc))	11,639	USD 5,086,592
2025-06-23	IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist))	3,897 -0.2%	USD 1,703,106 3.2%
2025-06-23	IE00BYVJRR92 (iShares MSCI USA SRI UCITS ETF USD (Acc))	12,186	USD 5,325,648 3.4%
2025-06-23	IE00BZ173V67 (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist))	12,186	USD 5,325,648
2025-06-23	IE00BZ173T46 (iShares MSCI USA SRI UCITS ETF USD (Dist))	12,186	USD 5,325,648
2025-06-23	IE00BMWPV470 (iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist))	12,186	USD 5,325,648 3.4%
2025-06-23	IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc))	5,467	USD 2,072,107
2025-06-23	IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP)	774	USD 338,261
2025-06-23	IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP)	774	USD 338,261
2025-06-23	IE00BP3QZ601 (iShares Edge MSCI World Quality Factor UCITS ETF)	7,112	USD 3,108,157
2025-06-23	IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist))	3,392	USD 1,482,406
2025-06-23	IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF)	3,392	USD 1,482,406
2025-06-23	IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc))	22,669 -0.1%	USD 9,907,033 3.3%
2025-06-23	IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc))	22,669	USD 9,907,033
2025-06-23	IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc))	2,132	USD 808,072 3.2%
2025-06-23	IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc))	1,429	USD 624,516
2025-06-23	IE00B4JNQZ49 (iShares S&P 500 Financials Sector UCITS ETF USD (Acc))	13,323	USD 5,822,551
2025-06-23	IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD)	859	USD 375,409
2025-06-23	IE00BMXC7V63 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc))	885	USD 386,772
2025-06-23	IE000G4PH2B1 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD Dist)	885	USD 386,772
2025-06-23	IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc))	862	USD 279,290
2025-01-20	IE00BZ0PKT83 (iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) GBP)	1,646	USD 762,082
2025-01-20	IE00BYXPXK00 (iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc))	1,646	USD 762,082
2025-06-23	IE000R9FA4A0 (iShares S&P 500 ESG UCITS ETF USD (Acc))	639	USD 279,262
2025-06-23	IE00BN92ZL31 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist))	141	USD 61,621
2025-06-23	IE00BMXC7W70 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc))	141	USD 61,621
2025-06-23	IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc))	256	USD 82,944
2025-06-23	IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc))	826	USD 360,987
2025-06-23	IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc))	2,328	USD 1,017,406
2025-06-23	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	195	USD 85,221
2025-06-23	IE00013A2XD6 (iShares MSCI ACWI SRI UCITS ETF USD(Dist))	199	USD 86,969
2025-06-23	IE00BJ5JP097 (iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist))	2,015	USD 880,615 3.4%
2025-06-23	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	166	USD 72,547
2024-11-22	IE000YNE6S57 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist))	12	USD 5,851 0.4%
2024-11-22	IE0001YGXFO5 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc))	12	USD 5,851 0.4%
2024-11-22	IE000YG82CF0 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist))	9	USD 4,389 0.4%
2024-11-22	IE000MGAVJV3 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc))	9	USD 4,389 0.4%
2025-06-23	IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc))	7,609	USD 3,325,361 3.4%
2024-11-08	IE000X08RX14 (iShares MSCI World ESG Enhanced UCITS ETF NZD Hedged (Acc))	9,396	USD 4,486,214 0.7%
2025-06-23	IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist))	16,009	USD 6,996,413
2025-06-23	IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc))	28	USD 12,237
2025-06-23	IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist))	28	USD 12,237 3.4%
2025-06-23	IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc))	16,009	USD 6,996,413
Total =	817,754	USD 357,283,321

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