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FactSet Research Systems (FDS) Institutional Ownership

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$430.61 -1.61 (-0.37%)
Closing price 05/1/2025 03:59 PM Eastern
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$430.02 -0.59 (-0.14%)
As of 05/1/2025 04:30 PM Eastern
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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)
474
Total
Institutional Inflows
(last 12 months)
$1.61B
Number of
Institutional Sellers
(last 12 months)
353
Total
Institutional Outflows
(last 12 months)
$1.19B
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FDS Institutional Buying and Selling by Quarter

FactSet Research Systems Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Marks Group Wealth Management Inc32,850$14.94M1.4%+4.1%0.087%
5/1/2025CWM LLC1,469$668K0.0%-19.6%0.004%
5/1/2025Dock Street Asset Management Inc.2,377$1.08M0.1%+132.8%0.006%
5/1/2025TruNorth Capital Management LLC900$409K0.1%N/A0.002%
5/1/2025Stephens Inc. AR8,578$3.90M0.1%-1.5%0.023%
5/1/2025New York State Common Retirement Fund24,627$11.20M0.0%-35.1%0.065%
5/1/2025Mutual of America Capital Management LLC4,421$2.01M0.0%-2.8%0.012%
5/1/2025Arizona State Retirement System10,998$5M0.0%-0.5%0.029%
5/1/2025Xponance Inc.6,558$2.98M0.0%+2.3%0.017%
5/1/2025Kesler Norman & Wride LLC2,993$1.36M0.3%-6.3%0.008%
4/30/2025Cerity Partners LLC4,540$2.06M0.0%-7.0%0.012%
4/30/2025Alps Advisors Inc.822$374K0.0%+3.1%0.002%
4/30/2025Capital Insight Partners LLC8,935$4.06M0.7%-5.5%0.024%
4/30/2025Parr Mcknight Wealth Management Group LLC10,214$4.64M0.7%+2.0%0.027%
4/30/2025Nisa Investment Advisors LLC11,082$5.04M0.0%-9.2%0.029%
4/30/2025LBP AM SA8,442$3.84M0.1%+3.2%0.022%
4/30/2025Axxcess Wealth Management LLC2,415$1.10M0.0%-5.6%0.006%
4/30/2025Linden Thomas Advisory Services LLC8,017$3.65M0.5%+1.6%0.021%
4/30/2025DekaBank Deutsche Girozentrale9,704$4.33M0.0%-0.5%0.026%
4/30/2025M&T Bank Corp10,160$4.62M0.0%-14.6%0.027%
4/30/2025Stratos Wealth Partners LTD.1,917$872K0.0%-26.2%0.005%
4/30/2025Brown Advisory Inc.8,606$3.91M0.0%-0.5%0.023%
4/30/2025Ninety One UK Ltd1,191,949$541.91M1.5%-1.6%3.141%
4/30/2025Ninety One North America Inc.59,342$26.98M1.8%-7.3%0.156%
4/30/2025Crossmark Global Holdings Inc.809$368K0.0%+4.9%0.002%
4/30/2025Fullcircle Wealth LLC512$217K0.1%+17.4%0.001%
4/29/2025 Pacific Point Advisors LLC3,042$1.38M0.8%+10.7%0.008%
4/29/2025 Envestnet Asset Management Inc.99,270$45.13M0.0%-18.0%0.262%
4/29/2025 Penserra Capital Management LLC185$83K0.0%-32.5%0.000%
4/29/2025 Core Alternative Capital11,494$5.23M1.3%-17.2%0.030%
4/29/2025 Concurrent Investment Advisors LLC5,306$2.41M0.1%+5.6%0.014%
4/29/2025 HM Payson & Co.1,116$507K0.0%-13.4%0.003%
4/29/2025 Bank of New York Mellon Corp268,603$122.12M0.0%-3.0%0.708%
4/29/2025 World Investment Advisors761$346K0.0%+41.4%0.002%
4/29/2025 Eukles Asset Management8,053$3.66M1.6%+2.9%0.021%
4/29/2025 Kintegral Advisory LLC1,356$616K0.1%-32.9%0.004%
4/29/2025 IFM Investors Pty Ltd7,733$3.56M0.0%+11.0%0.020%
4/29/2025 OneDigital Investment Advisors LLC3,740$1.70M0.0%+5.7%0.010%
4/29/2025 Aurora Private Wealth Inc.10,461$4.76M1.2%N/A0.028%
4/28/2025 Principal Financial Group Inc.49,837$22.66M0.0%-0.7%0.131%
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4/28/2025 Mutual Advisors LLC916$389K0.0%+12.7%0.002%
4/28/2025 Tandem Investment Advisors Inc.250,420$113.85M4.0%+2.5%0.660%
4/28/2025 Teacher Retirement System of Texas5,560$2.53M0.0%N/A0.015%
4/28/2025 First Horizon Advisors Inc.213$97K0.0%-14.5%0.001%
4/28/2025 Revisor Wealth Management LLC685$312K0.1%N/A0.002%
4/28/2025 Novem Group2,279$1.04M0.1%+36.6%0.006%
4/28/2025 Rossby Financial LCC146$62K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC2,042$928K0.0%+21.3%0.005%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd4,808$2.19M0.0%+0.7%0.013%
4/28/2025 Vontobel Holding Ltd.1,173$533K0.0%-8.5%0.003%
4/25/2025 Koshinski Asset Management Inc.1,178$535K0.0%+32.2%0.003%
4/25/2025 Eads & Heald Wealth Management3,363$1.53M0.8%-1.9%0.009%
4/25/2025 New York State Teachers Retirement System31,705$14.41M0.0%-3.1%0.084%
4/25/2025 Amalgamated Bank7,973$3.63M0.0%+0.5%0.021%
4/25/2025 Stonebridge Financial Group LLC9,430$4.29M0.5%+3.0%0.025%
4/25/2025 KBC Group NV5,081$2.31M0.0%-16.7%0.013%
4/25/2025 Sumitomo Mitsui Trust Group Inc.97,887$44.50M0.0%+10.6%0.258%
4/24/2025 Allspring Global Investments Holdings LLC3,372$1.54M0.0%-1.5%0.009%
4/24/2025 Copeland Capital Management LLC64,749$29.44M0.6%-2.0%0.171%
4/24/2025 Mirae Asset Global Investments Co. Ltd.18,732$8.41M0.0%-0.4%0.049%
4/24/2025 Lafayette Investments Inc.846$385K0.1%+16.0%0.002%
4/24/2025 Illinois Municipal Retirement Fund5,557$2.53M0.0%-19.2%0.015%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA43,254$18.41M0.2%-2.1%0.114%
4/24/2025 Board of the Pension Protection Fund1,700$773K0.9%+88.9%0.004%
4/23/2025 Penobscot Investment Management Company Inc.3,180$1.45M0.1%-3.6%0.008%
4/23/2025 Robeco Institutional Asset Management B.V.3,135$1.43M0.0%+159.3%0.008%
4/23/2025 Sequoia Financial Advisors LLC1,077$490K0.0%+5.7%0.003%
4/23/2025 Saybrook Capital NC46,467$21.13M5.8%-4.7%0.122%
4/23/2025 HBK Sorce Advisory LLC626$285K0.0%-8.2%0.002%
4/23/2025 Golden State Wealth Management LLC99$45K0.0%+800.0%0.000%
4/23/2025 Bessemer Group Inc.1,176$535K0.0%+284.3%0.003%
4/23/2025 Aurora Private Wealth Inc.10,461$4.76M0.1%N/A0.028%
4/23/2025 Spire Wealth Management859$390K0.0%-5.8%0.002%
4/23/2025 Mattern Capital Management LLC19,642$8.93M1.1%+0.9%0.052%
4/23/2025 Mattern Wealth Management LLC1,226$557K0.1%+4.2%0.003%
4/23/2025 Palisade Asset Management LLC2,345$1.07M0.1%+4.5%0.006%
4/23/2025 Legacy Advisors LLC2,463$1.12M0.1%-1.1%0.006%
4/23/2025 Asset Management One Co. Ltd.15,749$7.16M0.0%+10.6%0.042%
4/23/2025 GHP Investment Advisors Inc.10,906$4.96M0.2%+38,850.0%0.029%
4/23/2025 Oppenheimer Asset Management Inc.1,599$727K0.0%-69.1%0.004%
4/22/2025 Stiles Financial Services Inc5,158$2.35M0.9%-6.8%0.014%
4/22/2025 Palumbo Wealth Management LLC4,615$2.10M0.7%+41.4%0.012%
4/22/2025 Running Oak Capital LLC33,898$15.41M1.9%+13.3%0.089%
4/22/2025 Nilsine Partners LLC1,152$524K0.1%-5.8%0.003%
4/22/2025 World Equity Group Inc.480$218K0.1%N/A0.001%
4/22/2025 Canoe Financial LP26,155$11.89M0.2%+1.9%0.069%
4/22/2025 Segment Wealth Management LLC644$293K0.0%N/A0.002%
4/21/2025 Citizens & Northern Corp443$201K0.1%N/A0.001%
4/21/2025 Avior Wealth Management LLC757$344K0.0%-31.3%0.002%
4/21/2025 ORG Partners LLC180$82K0.0%N/A0.000%
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4/21/2025 Retirement Systems of Alabama8,173$3.72M0.0%-0.6%0.022%
4/21/2025 Blue Trust Inc.204$93K0.0%+168.4%0.001%
4/21/2025 ORG Wealth Partners LLC132$60K0.0%N/A0.000%
4/21/2025 Envestnet Portfolio Solutions Inc.2,270$1.03M0.0%-35.0%0.006%
4/21/2025 Boston Trust Walden Corp297,070$135.06M1.0%-1.5%0.783%
4/21/2025 Global X Japan Co. Ltd.1,296$589K0.1%N/A0.003%
4/21/2025 Institute for Wealth Management LLC.2,255$1.03M0.1%+5.0%0.006%
4/21/2025 State of Alaska Department of Revenue12,880$5.86M0.1%+0.9%0.034%
4/18/2025 Wolf Group Capital Advisors3,335$1.52M0.5%-7.4%0.009%
4/18/2025 Shepherd Financial Partners LLC687$312K0.0%-14.6%0.002%
(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, 826 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were Vanguard Group Inc. ($2.24B), BlackRock Inc. ($1.27B), Bamco Inc. NY ($1.13B), State Street Corp ($888.60M), Loomis Sayles & Co. L P ($721.54M), Wells Fargo & Company MN ($678.09M), 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 671 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 ($430.09K), International Assets Investment Management LLC ($274.48K), Congress Asset Management Co. MA ($268.02K), PineStone Asset Management Inc. ($261.79K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($216.81K), and Champlain Investment Partners LLC ($179.10K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 7,289,947 shares in the last 24 months. This purchase volume represents approximately $3.25B in transactions.

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

Of the 490 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: Bamco Inc. NY ($337.20K), Fiera Capital Corp ($254.63K), Congress Asset Management Co. ($247.98K), Thrivent Financial for Lutherans ($194.95K), Loomis Sayles & Co. L P ($153.88K), Vaughan Nelson Investment Management L.P. ($127.26K), and Ninety One UK Ltd ($108.47K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 4,693,612 shares in the last 24 months. This volume of shares sold represents approximately $2.10B in transactions.



This page (NYSE:FDS) was last updated on 5/2/2025 by MarketBeat.com Staff
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