FDS — Factset Resh Sys Inc Institutional Holders · Q3 2026

Name: Who Owns FDS? 30 Institutions Hold $10.9M (Q3 2026)
Creator: ko.io

Who owns Factset Resh Sys Inc (FDS)? 30 institutions reported holding $10.89M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Deane Retirement Strategies, Inc. ($4.4M), Bath Savings Trust Co ($1.6M), Ridgewood Investments LLC ($855,202).

Rank	Institution	Value	Shares	Change
1	Deane Retirement Strategies, Inc.	$4.4M	16,229	Trimmed
2	Bath Savings Trust Co	$1.6M	5,805	Trimmed
3	Ridgewood Investments LLC	$855,202	3,168	Hold
4	Wedmont Private Capital	$568,195	1,983	Added
5	ARGENT CAPITAL MANAGEMENT LLC	$527,752	1,955	Hold
6	GAMMA Investing LLC	$524,513	1,943	Added
7	Farther Finance Advisors, LLC	$408,201	1,512	Added
8	Apella Capital, LLC	$345,889	1,268	New
9	RIVERSEDGE ADVISORS, LLC	$324,957	1,204	Added
10	BAKER TILLY WEALTH MANAGEMENT, LLC	$307,411	1,139	Trimmed
11	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$229,973	851	Trimmed
12	Bullock Wealth Management Group	$179,887	648	Added
13	Grove Bank & Trust	$135,245	501	Trimmed
14	CX Institutional	$125,000	463	Added
15	CoreCap Advisors, LLC	$77,746	288	Trimmed
16	GK Wealth Management LLC	$77,075	285	New
17	Versant Capital Management, Inc	$70,997	263	Added
18	MassMutual Private Wealth & Trust, FSB	$59,929	222	Trimmed
19	ELEVATION WEALTH PARTNERS, LLC	$38,603	143	Hold
20	Trust Co	$29,155	108	Hold
21	FIRST COMMUNITY TRUST NA	$25,105	93	Hold
22	Rosenberg Matthew Hamilton	$16,378	61	Hold
23	MJT & Associates Financial Advisory Group, Inc.	$5,939	22	Trimmed
24	AMERICAN NATIONAL BANK & TRUST	$3,509	13	Added
25	Planning Strategies Inc.	$2,969	11	Hold

Source: SEC Form 13F filings · as of 2026-09-30