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FactSet Research Systems (FDS) Institutional Ownership

FactSet Research Systems logo
$258.61 +6.41 (+2.54%)
Closing price 07/7/2026 03:59 PM Eastern
Extended Trading
$258.42 -0.20 (-0.08%)
As of 04:42 AM 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 Massive. 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)
539
Total
Institutional Inflows
(last 12 months)
$7.26B
Number of
Institutional Sellers
(last 12 months)
385
Total
Institutional Outflows
(last 12 months)
$2.30B
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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
7/7/2026GAMMA Investing LLC1,688$388K0.0%+6.1%0.005%
7/7/2026Harbor Investment Advisory LLC1,040$239K0.0%+13.0%0.003%
7/7/2026Grove Bank & Trust790$182K0.0%-5.4%0.002%
7/7/2026 CoreCap Advisors LLC434$100K0.0%-11.2%0.001%
7/2/2026 Versant Capital Management Inc262$60K0.0%-49.6%0.001%
7/2/2026 CX Institutional239$55K0.0%+75.7%0.001%
6/18/2026Pacer Advisors Inc.3,783$821K0.0%+8.5%0.010%
6/12/2026Militia Capital Management LLC16,640$3.61M0.8%N/A0.046%
6/3/2026NewEdge Advisors LLC3,399$738K0.0%-32.7%0.009%
6/1/2026Caerus Investment Advisors LLC966$210K0.1%-51.0%0.003%
6/1/2026Integrated Investment Consultants LLC1,437$312K0.1%-59.5%0.004%
5/28/2026Regents of The University of California226,375$49.12M1.6%+118.2%0.621%
5/26/2026Glenmede Trust Co. NA2,958$642K0.0%-1.7%0.008%
5/22/2026Summitry LLC1,052$228K0.0%N/A0.003%
5/22/2026Wellington Grp LLC164$36K0.0%-23.4%0.000%
5/21/2026Essential Partners LLC145$31K0.0%-94.9%0.000%
5/19/2026Bank of America Corp DE842,715$182.86M0.0%+33.6%2.313%
5/19/2026Edgestream Partners L.P.1,126$244K0.0%N/A0.003%
5/19/2026Janus Henderson Group PLC17,305$3.75M0.0%-4.9%0.048%
5/19/2026Arkadios Wealth Advisors3,046$661K0.0%+5.6%0.008%
5/19/2026South Dakota Investment Council1,400$304K0.0%+25.0%0.004%
5/18/2026Amundi93,216$20.23M0.0%-2.8%0.256%
5/18/2026EverSource Wealth Advisors LLC690$150K0.0%-56.3%0.002%
5/18/2026California State Teachers Retirement System42,573$9.24M0.0%+19.0%0.117%
5/18/2026Royal Bank of Canada190,015$41.23M0.0%+71.1%0.522%
5/16/2026American Capital Management Inc.43,008$9.33M0.5%-68.1%0.118%
5/16/2026The Manufacturers Life Insurance Company 26,809$5.82M0.0%-80.6%0.074%
5/16/2026Quantinno Capital Management LP66,953$14.53M0.0%+86.5%0.184%
5/15/2026OMERS ADMINISTRATION Corp8,090$1.76M0.0%+473.8%0.022%
5/15/2026Waverly Advisors LLC4,099$889K0.0%-40.8%0.011%
5/15/2026Entropy Technologies LP15,432$3.35M0.2%+116.3%0.042%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund2,329$505K0.0%+57.4%0.006%
5/14/2026Morningstar Investment Management LLC7,299$1.58M0.1%+138.1%0.020%
5/14/2026Public Employees Retirement System of Ohio12,758$2.77M0.0%-2.1%0.035%
5/14/2026Arrowstreet Capital Limited Partnership377,926$82.01M0.0%+123.5%1.037%
5/14/2026Caxton Associates LLP22,626$4.91M0.1%+2,252.0%0.062%
5/14/2026Compass Rose Asset Management LP25,000$5.43M0.4%N/A0.069%
5/14/2026Bank of Nova Scotia2,790$605K0.0%-27.3%0.008%
5/14/2026Systematic Financial Management LP43,489$9.44M0.2%N/A0.119%
5/14/2026Gibbs Wealth Management2,517$546K0.1%N/A0.007%
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5/14/2026Sei Investments Co.73,999$16.06M0.0%-3.1%0.203%
5/14/2026Lido Advisors LLC1,201$261K0.0%-14.7%0.003%
5/14/2026Globeflex Capital L P499$108K0.0%N/A0.001%
5/14/2026State of Wyoming236$51K0.0%N/A0.001%
5/13/2026Cetera Investment Advisers6,815$1.48M0.0%+17.1%0.019%
5/13/2026Alpha Family Trust1,090$237K0.1%-33.5%0.003%
5/13/2026Militia Capital Management LLC15,398$3.34M0.8%N/A0.042%
5/13/2026First Trust Advisors LP48,457$10.52M0.0%-78.1%0.133%
5/8/2026PNC Financial Services Group Inc.29,108$6.32M0.0%+8.2%0.080%
5/7/2026Dimensional Fund Advisors LP362,642$78.67M0.0%-0.5%0.995%
5/7/2026Parallel Advisors LLC788$171K0.0%-34.7%0.002%
5/7/2026KBC Group NV1,814$394K0.0%-43.6%0.005%
5/7/2026Tandem Investment Advisors Inc.951$206K0.0%-25.9%0.003%
5/7/2026Swiss National Bank73,360$15.92M0.0%-1.6%0.201%
5/7/2026Kinsale Capital Group Inc.22,418$4.86M0.8%+26.3%0.062%
5/6/2026Aurora Investment Counsel9,006$1.95M1.1%+31.1%0.025%
5/6/2026Annis Gardner Whiting Capital Advisors LLC2,816$611K0.1%+120.2%0.008%
5/6/2026California Public Employees Retirement System73,610$15.97M0.0%-12.8%0.202%
5/6/2026Kesler Norman & Wride LLC2,465$535K0.1%-9.1%0.007%
5/6/2026Advisortrust Partners LLC1,250$271K0.1%N/A0.003%
5/6/2026Assetmark Inc.250$54K0.0%-38.4%0.001%
5/6/2026Bessemer Group Inc.1,161$253K0.0%-62.6%0.003%
5/6/2026Allspring Global Investments Holdings LLC15,794$3.55M0.0%+209.0%0.043%
5/5/2026Wealthfront Advisers LLC1,549$336K0.0%-30.6%0.004%
5/5/2026D.A. Davidson & CO.1,674$363K0.0%N/A0.005%
5/5/2026Marks Group Wealth Management Inc23,924$5.19M0.5%+46.8%0.066%
5/5/2026Bank of New York Mellon Corp294,091$63.82M0.0%-7.6%0.807%
5/5/2026Illinois Municipal Retirement Fund2,649$575K0.0%-29.6%0.007%
5/5/2026Sanctuary Advisors LLC13,002$2.82M0.0%+1.0%0.036%
5/4/2026Mattern Capital Management LLC46,708$10.14M1.2%+53.7%0.128%
5/4/2026Mcdonald Capital Investors Inc. CA188,141$40.83M2.8%+1.3%0.516%
5/4/2026State of Michigan Retirement System244,523$53.06M0.3%+523.2%0.671%
5/4/2026Principal Financial Group Inc.45,209$9.81M0.0%+5.0%0.124%
5/4/2026Chicago Partners Investment Group LLC2,468$536K0.0%+52.8%0.007%
5/4/2026Parr Mcknight Wealth Management Group LLC8,501$1.85M0.2%+14.1%0.023%
5/4/2026Applied Finance Capital Management LLC1,347$292K0.0%+16.6%0.004%
5/4/2026Procyon Advisors LLC1,442$313K0.0%-6.8%0.004%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,642$1.88M0.0%-0.8%0.024%
5/1/2026Fifth Third Bancorp12,069$2.62M0.0%+224.3%0.033%
5/1/2026Banyan Capital Management Inc.34,827$7.56M3.3%N/A0.096%
5/1/2026Markel Group Inc.135,376$29.38M0.2%+11.1%0.372%
5/1/2026Sequoia Financial Advisors LLC2,959$642K0.0%-21.5%0.008%
4/30/2026Stiles Financial Services Inc2,830$614K0.2%-23.6%0.008%
4/30/2026Hsbc Holdings PLC89,781$19.31M0.0%+30.5%0.246%
4/30/2026Azzad Asset Management Inc. ADV3,594$780K0.1%-2.6%0.010%
4/30/2026Sumitomo Mitsui Trust Group Inc.19,794$4.30M0.0%-30.3%0.054%
4/30/2026Resona Asset Management Co. Ltd.7,541$1.54M0.0%+6.4%0.021%
4/30/2026Seelaus Asset Management LLC2,145$465K0.3%+6.7%0.006%
4/30/2026Oregon Public Employees Retirement Fund4,248$922K0.0%-1.3%0.012%
4/30/2026Taylor Frigon Capital Management LLC5,825$1.26M0.7%-3.3%0.016%
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4/29/2026Nicholas Hoffman & Company LLC.3,148$683K0.0%N/A0.009%
4/29/2026Eads & Heald Wealth Management2,376$516K0.3%-21.4%0.007%
4/29/2026R Squared Ltd2,090$454K0.2%N/A0.006%
4/28/2026Whittier Trust Co. of Nevada Inc.566$131K0.0%-20.7%0.002%
4/28/2026Whittier Trust Co.443$102K0.0%-61.6%0.001%
4/28/2026Dividend Assets Capital LLC1,213$263K0.1%-4.5%0.003%
4/28/2026Ascentis Independent Advisors384$83K0.0%N/A0.001%
4/28/2026AdvisorShares Investments LLC22,638$4.91M0.9%-8.8%0.062%
4/28/2026Praxis Investment Management Inc.2,139$464K0.0%N/A0.006%
4/28/2026Revisor Wealth Management LLC1,201$261K0.1%+53.2%0.003%


FDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 919 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were Vanguard Group Inc. ($1.29B), Bamco Inc. NY ($838.31M), State Street Corp ($551.62M), Kayne Anderson Rudnick Investment Management LLC ($489.04M), Loomis Sayles & Co. L P ($433.88M), Ninety One UK Ltd ($346.77M), and Wells Fargo & Company MN ($346.16M).Learn more on FactSet Research Systems' institutional investors.

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

Of the 781 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: Northwestern Mutual Wealth Management Co. ($13.86M), Bamco Inc. NY ($1.07M), AQR Capital Management LLC ($696.00K), Norges Bank ($620.78K), Marshall Wace LLP ($586.93K), Bank of Montreal Can ($579.38K), and GAMMA Investing LLC ($431.01K).

Institutional investors have bought a total of 24,705,802 shares in the last 24 months. This purchase volume represents approximately $7.26B in transactions.

Of the 385 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: Morgan Stanley ($1.05M), Mitsubishi UFJ Asset Management Co. Ltd. ($797.61K), JPMorgan Chase & Co. ($653.55K), Vanguard Group Inc. ($477.37K), Bamco Inc. NY ($428.97K), Hsbc Holdings PLC ($321.03K), and Amundi ($260.73K).

Institutional investors have sold a total of 7,706,487 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.


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This page (NYSE:FDS) was last updated on 7/8/2026 by MarketBeat.com Staff.
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