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FactSet Research Systems (FDS) Institutional Ownership

FactSet Research Systems logo
$344.69 -17.15 (-4.74%)
Closing price 09/15/2025 03:59 PM Eastern
Extended Trading
$351.36 +6.67 (+1.94%)
As of 09/15/2025 07:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
520
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
398
Total
Institutional Outflows
(last 12 months)
$1.62B
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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
9/15/2025Amiral Gestion2,500$1.12M0.5%+150.0%0.007%
9/4/2025 Osaic Holdings Inc.10,208$4.57M0.0%-9.8%0.027%
8/27/2025 Squarepoint Ops LLC6,346$2.84M0.0%-52.8%0.017%
8/26/2025 Provident Investment Management Inc.989$442K0.0%-8.7%0.003%
8/26/2025 Thrivent Financial for Lutherans20,601$9.21M0.0%+4.7%0.054%
8/25/2025 Promus Capital LLC1,902$851K0.6%+24.0%0.005%
8/19/2025 Advisory Services Network LLC2,197$983K0.0%-2.1%0.006%
8/19/2025 State of Wyoming399$178K0.0%N/A0.001%
8/18/2025 Nomura Holdings Inc.1,129$505K0.0%-68.3%0.003%
8/18/2025 CYBER HORNET ETFs LLC101$45K0.0%N/A0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC10,274$4.60M0.6%+0.6%0.027%
8/16/2025 Public Sector Pension Investment Board7,792$3.49M0.0%-23.6%0.021%
8/15/2025 Tower Research Capital LLC TRC 2,262$1.01M0.0%+28.7%0.006%
8/15/2025 MUFG Securities EMEA plc112$50K0.0%N/A0.000%
8/15/2025 SkyView Investment Advisors LLC1,809$798K0.1%+2.7%0.005%
8/15/2025 Corient Private Wealth LLC3,920$1.75M0.0%+9.3%0.010%
8/15/2025 State of Tennessee Department of Treasury14,975$6.70M0.0%+41.8%0.040%
8/15/2025 Kensington Investment Counsel LLC6,242$2.79M1.2%-0.6%0.017%
8/15/2025 Captrust Financial Advisors5,006$2.24M0.0%+4.2%0.013%
8/15/2025 Vident Advisory LLC1,234$552K0.0%-48.1%0.003%
8/15/2025 Two Sigma Securities LLC3,819$1.71M0.2%N/A0.010%
8/15/2025 Tidal Investments LLC1,319$590K0.0%+37.4%0.003%
8/15/2025 Scott Marsh Financial LLC1,419$635K0.2%N/A0.004%
8/15/2025 Smartleaf Asset Management LLC112$50K0.0%-28.2%0.000%
8/15/2025 Snowden Capital Advisors LLC1,358$607K0.0%-5.2%0.004%
8/15/2025 Sone Capital Management LLC34,422$15.40M1.4%-34.9%0.091%
8/15/2025 Royal London Asset Management Ltd.130,477$58.36M0.1%-1.7%0.345%
8/15/2025 Rafferty Asset Management LLC12,616$5.64M0.0%+1.2%0.033%
8/15/2025 Paces Ferry Wealth Advisors LLC522$233K0.1%-5.4%0.001%
8/15/2025 Moore Capital Management LP3,382$1.51M0.0%N/A0.009%
8/15/2025 Man Group plc14,616$6.54M0.0%-59.4%0.039%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.4,966$2.22M0.1%-6.1%0.013%
8/15/2025 IHT Wealth Management LLC595$266K0.0%-9.4%0.002%
8/15/2025 Benjamin Edwards Inc.2,144$959K0.0%+7.3%0.006%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S1,463$654K0.0%-87.9%0.004%
8/15/2025 BNP Paribas Financial Markets71,280$31.88M0.0%-10.4%0.189%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp5,971$2.67M0.0%-17.9%0.016%
8/15/2025 Brevan Howard Capital Management LP4,628$2.07M0.0%N/A0.012%
8/15/2025 Balyasny Asset Management L.P.6,649$2.97M0.0%N/A0.018%
8/15/2025 Bamco Inc. NY2,231,916$998.29M2.7%-0.7%5.903%
8/15/2025 Bank of America Corp DE529,008$236.62M0.0%-2.8%1.399%
8/15/2025 Adage Capital Partners GP L.L.C.12,300$5.50M0.0%-12.1%0.033%
8/15/2025 Ameriprise Financial Inc.101,657$45.46M0.0%-14.4%0.269%
8/15/2025 AQR Capital Management LLC18,798$8.30M0.0%-24.9%0.050%
8/14/2025 California State Teachers Retirement System60,967$27.27M0.0%+0.7%0.161%
8/14/2025 Raymond James Financial Inc.138,624$62.00M0.0%-5.9%0.367%
8/14/2025 Quantinno Capital Management LP5,223$2.34M0.0%+9.2%0.014%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,138$4.98M0.0%+0.9%0.029%
8/14/2025 Diversify Advisory Services LLC1,246$557K0.0%N/A0.003%
8/14/2025 Alliancebernstein L.P.39,336$17.59M0.0%+0.9%0.104%
8/14/2025 Peapack Gladstone Financial Corp506$226K0.0%N/A0.001%
8/14/2025 ICW Investment Advisors LLC4,774$2.14M0.8%+2.3%0.013%
8/14/2025 Treasurer of the State of North Carolina17,732$7.93M0.0%+1.9%0.047%
8/14/2025 The Manufacturers Life Insurance Company 22,741$10.17M0.0%-5.3%0.060%
8/14/2025 Squarepoint Ops LLC6,346$2.84M0.0%-52.8%0.017%
8/14/2025 Sei Investments Co.111,334$49.80M0.1%+52.4%0.294%
8/14/2025 NewEdge Advisors LLC5,917$2.65M0.0%+9.8%0.016%
8/14/2025 Azora Capital LP58,442$26.14M1.2%+74.4%0.155%
8/14/2025 Integrated Investment Consultants LLC3,023$1.35M0.2%-1.1%0.008%
8/14/2025 Investment Management Corp of Ontario4,017$1.80M0.0%-4.7%0.011%
8/14/2025 iSAM Funds UK Ltd4,083$1.83M0.4%N/A0.011%
8/14/2025 AXA S.A.13,762$6.16M0.0%-1.1%0.036%
8/14/2025 State Street Corp1,937,571$866.64M0.0%+0.8%5.125%
8/14/2025 Daiwa Securities Group Inc.6,866$3.07M0.0%+0.4%0.018%
8/14/2025 Ossiam2,650$1.19M0.0%-5.2%0.007%
8/14/2025 California Public Employees Retirement System141,006$63.07M0.0%-15.0%0.373%
8/14/2025 Cerity Partners LLC5,247$2.35M0.0%+15.6%0.014%
8/13/2025 Gabelli Funds LLC14,648$6.55M0.0%-3.8%0.039%
8/13/2025 Gamco Investors INC. ET AL1,315$588K0.0%-16.0%0.003%
8/13/2025 Jump Financial LLC3,377$1.51M0.0%-44.2%0.009%
8/13/2025 Hendershot Investments Inc.15,280$6.83M0.9%+26.2%0.040%
8/13/2025 Shepherd Financial Partners LLC567$253K0.0%-17.5%0.001%
8/13/2025 Brown Advisory Inc.8,498$3.80M0.0%-1.3%0.022%
8/13/2025 Amundi122,036$54.64M0.0%-65.5%0.323%
8/13/2025 Mirabella Financial Services LLP982$441K0.0%-72.0%0.003%
8/13/2025 QSV Equity Investors LLC504$225K0.2%N/A0.001%
8/13/2025 Baird Financial Group Inc.28,417$12.71M0.0%-1.8%0.075%
8/13/2025 First Trust Advisors LP12,145$5.43M0.0%-22.9%0.032%
8/13/2025 Kennedy Capital Management LLC17,355$7.76M0.2%-22.0%0.046%
8/13/2025 EverSource Wealth Advisors LLC138$62K0.0%+58.6%0.000%
8/13/2025 Invesco Ltd.683,146$305.56M0.1%+39.2%1.807%
8/13/2025 CW Advisors LLC7,885$3.53M0.0%N/A0.021%
8/13/2025 Arrowstreet Capital Limited Partnership38,090$17.04M0.0%+49.4%0.101%
8/13/2025 Westerkirk Capital Inc.791$354K0.0%N/A0.002%
8/13/2025 M&T Bank Corp10,023$4.48M0.0%-1.3%0.027%
8/13/2025 OMERS ADMINISTRATION Corp3,510$1.57M0.0%+132.5%0.009%
8/13/2025 Fisher Asset Management LLC9,313$4.17M0.0%-6.8%0.025%
8/13/2025 Claret Asset Management Corp532$238K0.0%+7.0%0.001%
8/13/2025 Sepio Capital LP4,174$1.87M0.1%-5.1%0.011%
8/13/2025 Lido Advisors LLC1,282$574K0.0%-48.6%0.003%
8/13/2025 New York State Common Retirement Fund24,527$10.97M0.0%-0.4%0.065%
8/13/2025 Schroder Investment Management Group1,905$852K0.0%-13.8%0.005%
8/13/2025 Mackenzie Financial Corp8,440$3.78M0.0%+12.9%0.022%
8/13/2025 Loomis Sayles & Co. L P1,508,052$674.52M0.8%+1.6%3.989%
8/13/2025 Skandinaviska Enskilda Banken AB publ 8,414$3.76M0.0%+1.4%0.022%
8/13/2025 Norges Bank73,471$32.86M0.0%N/A0.194%
8/13/2025 Hsbc Holdings PLC110,783$49.48M0.0%+0.9%0.293%
8/13/2025 Capital Fund Management S.A.13,028$5.83M0.0%N/A0.034%
8/13/2025 Northwestern Mutual Wealth Management Co.3,108$1.39M0.0%+2.4%0.008%
8/13/2025 State Board of Administration of Florida Retirement System35,011$15.66M0.0%+0.9%0.093%
(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, 849 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were Vanguard Group Inc. ($2.16B), Bamco Inc. NY ($998.29M), State Street Corp ($866.64M), Wells Fargo & Company MN ($678.09M), Loomis Sayles & Co. L P ($674.52M), Morgan Stanley ($610.52M), and Ninety One UK Ltd ($533.44M).Learn more on FactSet Research Systems' 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 702 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), GAMMA Investing LLC ($430.25K), Mitsubishi UFJ Asset Management Co. Ltd. ($360.76K), Invesco Ltd. ($293.86K), International Assets Investment Management LLC ($274.48K), PineStone Asset Management Inc. ($244.87K), and Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($212.20K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 4,739,633 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

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

Of the 398 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: Massachusetts Financial Services Co. MA ($391.23K), Bamco Inc. NY ($312.97K), Amundi ($280.39K), Congress Asset Management Co. ($247.98K), Kayne Anderson Rudnick Investment Management LLC ($183.19K), Thrivent Financial for Lutherans ($158.06K), and Loomis Sayles & Co. L P ($96.52K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 3,508,366 shares in the last 24 months. This volume of shares sold represents approximately $1.62B in transactions.


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This page (NYSE:FDS) was last updated on 9/16/2025 by MarketBeat.com Staff
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