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FactSet Research Systems (FDS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for FactSet Research Systems (NYSE:FDS)

Current
Institutional Ownership
Percentage
91.24%
Number of
Institutional Buyers
(last 12 months)
402
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
322
Total
Institutional Outflows
(last 12 months)
$913.17M
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FDS Institutional Buying and Selling by Quarter

FactSet Research Systems Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024Harel Insurance Investments & Financial Services Ltd.5,320$2.42M0.0%-31.4%0.014%
4/30/2024Arkadios Wealth Advisors2,123$965K0.1%-5.1%0.006%
4/30/2024Tandem Investment Advisors Inc.246,543$112.03M4.3%+13.0%0.647%
4/30/2024Naples Global Advisors LLC3,060$1.39M0.1%+9.9%0.008%
4/29/2024Commonwealth Equity Services LLC18,931$8.60M0.0%+6.9%0.050%
4/29/2024Principal Financial Group Inc.49,850$22.65M0.0%+1.9%0.131%
4/29/2024Phillips Wealth Planners LLC573$245K0.3%+16.9%0.002%
4/29/2024Mn Services Vermogensbeheer B.V.15,400$7.00M0.1%-12.5%0.040%
4/29/2024Marks Group Wealth Management Inc28,047$12.74M1.3%+2.0%0.074%
4/26/2024 Securian Asset Management Inc.2,188$994K0.0%-8.4%0.006%
4/26/2024 Yousif Capital Management LLC6,183$2.81M0.0%+21.5%0.016%
4/26/2024 YHB Investment Advisors Inc.309$140K0.0%N/A0.001%
4/26/2024 Mitchell & Pahl Private Wealth LLC1,737$789K0.4%+4.0%0.005%
4/26/2024 SYSTM Wealth Solutions LLC554$252K0.0%N/A0.001%
4/25/2024 New York State Teachers Retirement System41,437$18.83M0.0%-1.9%0.109%
4/25/2024 TRUE Private Wealth Advisors869$395K0.0%+9.4%0.002%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 13,263$6.03M0.0%-17.2%0.035%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund6,913$3.14M0.0%-28.8%0.018%
4/25/2024 Summit Financial LLC1,097$499K0.0%-23.7%0.003%
4/24/2024 Leavell Investment Management Inc.504$229K0.0%+11.3%0.001%
4/24/2024 CENTRAL TRUST Co127$58K0.0%-18.1%0.000%
4/24/2024 Simplicity Wealth LLC789$359K0.0%N/A0.002%
4/24/2024 Spire Wealth Management11,541$5.24M0.2%-1.8%0.030%
4/24/2024 Assenagon Asset Management S.A.3,043$1.38M0.0%+88.7%0.008%
4/23/2024 Eads & Heald Wealth Management3,766$1.71M0.8%-0.8%0.010%
4/23/2024 Global Retirement Partners LLC168$76K0.0%+19.1%0.000%
4/23/2024 Cookson Peirce & Co. Inc.18,417$8.37M0.4%-0.5%0.048%
4/23/2024 Louisiana State Employees Retirement System2,200$1M0.0%-4.3%0.006%
4/23/2024 Venturi Wealth Management LLC2,973$1.35M0.1%+6.4%0.008%
4/23/2024 Silver Lake Advisory LLC981$446K0.2%N/A0.003%
4/23/2024 Amalgamated Bank8,262$3.75M0.0%-42.1%0.022%
4/23/2024 New Mexico Educational Retirement Board1,900$863K0.0%-5.0%0.005%
4/23/2024 Wesbanco Bank Inc.1,175$534K0.0%N/A0.003%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA44,560$19.54M0.2%+2.8%0.117%
4/23/2024 KLR Investment Advisors LLC837$367K0.3%-7.0%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.31,514$14.32M0.0%-6.0%0.083%
4/23/2024 Sapient Capital LLC14,274$6.49M0.1%-2.1%0.037%
4/23/2024 Wendell David Associates Inc.31,662$14.39M1.5%-0.1%0.083%
4/22/2024 Nilsine Partners LLC1,344$611K0.1%-22.1%0.004%
4/22/2024 PFG Investments LLC557$253K0.0%N/A0.001%
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4/22/2024 Outlook Wealth Advisors LLC573$260K0.1%+27.6%0.002%
4/22/2024 Raymond James & Associates113,178$51.43M0.0%+2.4%0.297%
4/22/2024 IFM Investors Pty Ltd7,591$3.45M0.0%N/A0.020%
4/22/2024 Everpar Advisors LLC748$340K0.2%-5.9%0.002%
4/22/2024 Hendershot Investments Inc.12,325$5.60M0.8%-0.4%0.032%
4/20/2024 Kesler Norman & Wride LLC5,800$2.64M0.6%-3.6%0.015%
4/19/2024 Everett Harris & Co. CA148,395$67.43M0.9%-0.1%0.389%
4/19/2024 Marshall Financial Group LLC2,462$1.12M0.3%+8.0%0.006%
4/19/2024 First Trust Direct Indexing L.P.898$408K0.0%+27.9%0.002%
4/19/2024 Norden Group LLC45,696$20.76M0.2%+1,844.5%0.120%
4/19/2024 State of Alaska Department of Revenue18,113$8.23M0.1%-8.7%0.048%
4/19/2024 Azzad Asset Management Inc. ADV6,189$2.81M0.3%-14.4%0.016%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.92,996$42.26M0.0%+0.1%0.244%
4/19/2024 Handelsinvest Investeringsforvaltning793$360K0.2%-34.1%0.002%
4/18/2024 Allspring Global Investments Holdings LLC2,097$953K0.0%+11.3%0.006%
4/18/2024 Congress Wealth Management LLC DE 27,608$12.55M0.2%+1.6%0.072%
4/18/2024 BKM Wealth Management LLC2,846$1.29M0.6%+15.7%0.007%
4/18/2024 Diversified Trust Co1,913$869K0.0%-40.7%0.005%
4/18/2024 SteelPeak Wealth LLC1,123$510K0.0%N/A0.003%
4/17/2024 Dumont & Blake Investment Advisors LLC691$314K0.1%-5.7%0.002%
4/17/2024 D.B. Root & Company LLC2,362$1.07M0.4%-4.8%0.006%
4/16/2024 Capital Insight Partners LLC11,069$5.03M0.9%+7.5%0.029%
4/16/2024 Procyon Advisors LLC6,487$2.95M0.2%+0.4%0.017%
4/13/2024 Wallace Advisory Group LLC900$429K0.3%+10.3%0.002%
4/12/2024 Riverview Trust Co301$137K0.1%N/A0.001%
4/12/2024 Gateway Investment Advisers LLC16,739$7.61M0.1%-0.2%0.044%
4/12/2024 Strong Tower Advisory Services3,283$1.45M0.6%+4.3%0.009%
4/12/2024 Northwest Investment Counselors LLC1,692$769K0.2%-2.9%0.004%
4/11/2024 Security Financial Services INC.443$201K0.0%N/A0.001%
4/11/2024 Birch Capital Management LLC6,802$3.09M1.6%+4.6%0.018%
4/11/2024 Running Oak Capital LLC22,560$10.25M1.6%+11.5%0.059%
4/11/2024 Congress Asset Management Co. MA256,595$116.59M0.8%-4.3%0.673%
4/11/2024 Aurora Investment Managers LLC.4,081$1.86M1.3%-17.5%0.011%
4/10/2024 Park Avenue Securities LLC1,625$739K0.0%+4.6%0.004%
4/10/2024 Banque Cantonale Vaudoise3,755$1.71M0.1%-49.9%0.010%
4/10/2024 Czech National Bank6,706$3.05M0.0%+0.8%0.018%
4/9/2024 Mather Group LLC.244$116K0.0%N/A0.001%
4/8/2024 Bath Savings Trust Co31,296$14.22M1.5%+0.4%0.082%
4/8/2024 Westwind Capital32,048$14.56M3.7%+1.8%0.084%
4/5/2024 First Hawaiian Bank7,816$3.55M0.1%-0.7%0.021%
4/5/2024 GAMMA Investing LLC628$285K0.1%+35.1%0.002%
4/5/2024 Los Angeles Capital Management LLC2,059$936K0.0%-55.1%0.005%
4/5/2024 Somerset Trust Co8,155$3.71M1.5%+2.1%0.021%
4/5/2024 CWM LLC1,855$843K0.0%+117.0%0.005%
4/1/2024 Canandaigua National Bank & Trust Co.635$289K0.0%-7.8%0.002%
4/1/2024 First Financial Bank Trust Division2,215$1.01M0.1%-3.5%0.006%
3/29/2024Kapitalo Investimentos Ltda350$167K0.0%+32.6%0.001%
3/27/2024Nomura Holdings Inc.782$373K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC996$443K0.0%N/A0.003%
3/22/2024PNC Financial Services Group Inc.31,146$14.86M0.0%-2.3%0.082%
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3/15/2024B. Riley Wealth Advisors Inc.486$232K0.0%-34.7%0.001%
3/11/2024Vanguard Group Inc.4,559,576$2.18B0.0%+0.4%11.971%
3/5/2024Fisher Asset Management LLC20,170$9.62M0.0%-1.3%0.053%
3/5/2024Wellington Management Group LLP31,070$14.82M0.0%-1.4%0.082%
3/4/2024 Congress Asset Management Co. MA268,015$127.86M1.0%+0.2%0.704%
3/1/2024Goldman Sachs Group Inc.179,106$85.44M0.0%-5.4%0.470%
2/28/2024American International Group Inc.10,513$5.02M0.0%-0.9%0.028%
2/26/2024Teachers Retirement System of The State of Kentucky3,271$1.56M0.0%-4.7%0.009%
2/21/2024 V Square Quantitative Management LLC964$460K0.1%+21.0%0.003%
2/14/2024Hancock Whitney Corp27,818$13.27M0.5%-0.6%0.073%
(Data available from 1/1/2016 forward)

FDS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDS shares?

During the previous two years, 742 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were Vanguard Group Inc. ($2.18B), BlackRock Inc. ($1.27B), Bamco Inc. NY ($1.20B), State Street Corp ($724.96M), Wells Fargo & Company MN ($717.89M), Loomis Sayles & Co. L P ($704.92M), and Morgan Stanley ($610.52M).Learn more on FDS's institutional investors.

What percentage of FactSet Research Systems stock is owned by institutional investors?

91.24% of FactSet Research Systems stock is owned by institutional investors. Learn more on FDS's institutional investor holdings.

Which institutional investors have been buying FactSet Research Systems stock?

Of the 613 institutional investors that purchased FactSet Research Systems stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Morgan Stanley ($698.61K), Congress Asset Management Co. MA ($268.02K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($226.20K), AustralianSuper Pty Ltd ($208.62K), International Assets Investment Management LLC ($189.87K), JPMorgan Chase & Co. ($183.64K), and Champlain Investment Partners LLC ($179.10K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 6,812,776 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

Which FactSet Research Systems major shareholders have been selling company stock?

Of the 477 institutional investors that sold FactSet Research Systems stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Loomis Sayles & Co. L P ($342.45K), Kayne Anderson Rudnick Investment Management LLC ($135.81K), Sumitomo Mitsui Trust Holdings Inc. ($135.25K), Vaughan Nelson Investment Management L.P. ($131.58K), Fiera Capital Corp ($131.32K), BlackRock Inc. ($119.36K), and Bank of New York Mellon Corp ($106.91K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 4,780,208 shares in the last 24 months. This volume of shares sold represents approximately $1.99B in transactions.


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This page (NYSE:FDS) was last updated on 4/30/2024 by MarketBeat.com Staff

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