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FactSet Research Systems (FDS) Institutional Ownership

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$464.13 -0.18 (-0.04%)
Closing price 03:59 PM Eastern
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$465.02 +0.90 (+0.19%)
As of 06:02 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)
496
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
5/21/2025 Geneos Wealth Management Inc.98$45K0.0%+188.2%0.000%
5/20/2025 Belpointe Asset Management LLC788$358K0.0%-4.3%0.002%
5/20/2025 Intech Investment Management LLC8,404$3.82M0.0%+7.9%0.022%
5/20/2025 Focus Partners Wealth2,369$1.08M0.0%-28.6%0.006%
5/20/2025 Glenview Trust co541$246K0.0%-5.6%0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC301,336$137.00M0.0%+1.2%0.794%
5/16/2025 Woodline Partners LP37,891$17.23M0.1%+1,560.4%0.100%
5/16/2025 Empowered Funds LLC972$442K0.0%+27.6%0.003%
5/16/2025 MBB Public Markets I LLC720$327K0.0%N/A0.002%
5/16/2025 United Services Automobile Association878$394K0.0%N/A0.002%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.5,286$2.40M0.1%-5.0%0.014%
5/16/2025 Great Lakes Advisors LLC751$341K0.0%-91.2%0.002%
5/16/2025 Sciencast Management LP7,737$3.52M0.8%+41.4%0.020%
5/16/2025 Goldman Sachs Group Inc.169,635$77.12M0.0%-23.8%0.447%
5/16/2025 Jones Financial Companies Lllp1,727$785K0.0%+5.6%0.005%
5/16/2025 UniSuper Management Pty Ltd5,157$2.35M0.0%+8.4%0.014%
5/16/2025 Sepio Capital LP4,396$2.00M0.2%-2.7%0.012%
5/16/2025 Petrus Trust Company LTA652$296K0.0%N/A0.002%
5/16/2025 Nissay Asset Management Corp Japan ADV5,039$2.29M0.0%+1.1%0.013%
5/16/2025 Millennium Management LLC110,409$50.20M0.0%+58.6%0.291%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,040$5.02M0.0%+1.4%0.029%
5/16/2025 Integrated Wealth Concepts LLC1,949$886K0.0%-2.2%0.005%
5/16/2025 Interval Partners LP23,369$10.62M0.2%+14.8%0.062%
5/16/2025 Alliancebernstein L.P.38,972$17.72M0.0%-4.3%0.103%
5/16/2025 AQR Capital Management LLC25,022$11.28M0.0%-12.0%0.066%
5/16/2025 Amundi353,945$155.46M0.1%-4.4%0.933%
5/16/2025 Adage Capital Partners GP L.L.C.14,000$6.37M0.0%-55.3%0.037%
5/15/2025 Federation des caisses Desjardins du Quebec10,583$4.82M0.0%+12.9%0.028%
5/15/2025 Perbak Capital Partners LLP828$376K0.3%N/A0.002%
5/15/2025 FJ Capital Management LLC531$241K0.0%N/A0.001%
5/15/2025 Royal Bank of Canada111,976$50.91M0.0%-0.9%0.295%
5/15/2025 ICW Investment Advisors LLC4,666$2.12M0.9%+0.7%0.012%
5/15/2025 Nomura Holdings Inc.3,562$1.62M0.0%+183.8%0.009%
5/15/2025 Baird Financial Group Inc.28,931$13.15M0.0%+3.8%0.076%
5/15/2025 Azora Capital LP33,506$15.23M1.0%N/A0.088%
5/15/2025 Vident Advisory LLC2,376$1.08M0.0%+86.2%0.006%
5/15/2025 WPG Advisers LLC91$41K0.0%N/A0.000%
5/15/2025 Landscape Capital Management L.L.C.2,058$936K0.1%N/A0.005%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 12,296$5.59M0.0%+0.9%0.032%
5/15/2025 OMERS ADMINISTRATION Corp1,510$687K0.0%-10.5%0.004%
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5/15/2025 BNP Paribas Financial Markets79,596$36.19M0.0%-2.2%0.210%
5/15/2025 Beck Bode LLC13,740$6.25M1.2%-1.0%0.036%
5/15/2025 Champlain Investment Partners LLC307,297$139.71M1.0%-7.5%0.810%
5/15/2025 Earnest Partners LLC64,915$29.51M0.1%-1.0%0.171%
5/14/2025 B. Metzler seel. Sohn & Co. AG1,685$766K0.0%-20.0%0.004%
5/14/2025 Gabelli Funds LLC15,230$6.92M0.1%+238.4%0.040%
5/14/2025 Rafferty Asset Management LLC12,468$5.67M0.0%-7.0%0.033%
5/14/2025 FORA Capital LLC5,746$2.61M0.3%N/A0.015%
5/14/2025 Corebridge Financial Inc.9,127$4.15M0.0%-3.3%0.024%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC1,075,653$489.04M1.2%-13.2%2.835%
5/14/2025 Comerica Bank12,419$5.65M0.0%+12.7%0.033%
5/14/2025 MetLife Investment Management LLC10,464$4.76M0.0%-1.8%0.028%
5/14/2025 Walleye Trading LLC709$322K0.0%+609.0%0.002%
5/14/2025 Jump Financial LLC6,056$2.75M0.0%+1,089.8%0.016%
5/14/2025 APG Asset Management N.V.26,300$11.07M0.0%-0.8%0.069%
5/14/2025 Smartleaf Asset Management LLC156$70K0.0%-23.9%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.3,034$1.38M0.0%-67.8%0.008%
5/14/2025 AlphaQuest LLC4,253$1.93M0.2%+1,049.5%0.011%
5/14/2025 Allstate Corp2,026$921K0.0%+81.2%0.005%
5/14/2025 D.B. Root & Company LLC2,218$1.01M0.3%+2.1%0.006%
5/14/2025 Ameriprise Financial Inc.118,789$54.02M0.0%-2.5%0.313%
5/14/2025 Norinchukin Bank The1,919$872K0.0%+14.9%0.005%
5/14/2025 Candriam S.C.A.4,041$1.84M0.0%-11.3%0.011%
5/14/2025 Erste Asset Management GmbH12,873$5.81M0.1%-6.2%0.034%
5/14/2025 Credit Agricole S A13,603$6.18M0.0%-4.8%0.036%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.3,637$1.64M0.0%+52.3%0.010%
5/14/2025 Van Lanschot Kempen Investment Management N.V.13,636$6.20M0.1%+13.5%0.036%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S12,109$5.51M0.1%+819.4%0.032%
5/14/2025 Hsbc Holdings PLC109,776$49.81M0.0%+4.1%0.289%
5/14/2025 Andina Capital Management LLC907$412K0.3%+23.7%0.002%
5/14/2025 Korea Investment CORP17,526$7.97M0.0%+23.2%0.046%
5/13/2025 Northern Trust Corp405,616$184.41M0.0%+1.9%1.069%
5/13/2025 Brooklyn Investment Group112$51K0.0%+40.0%0.000%
5/13/2025 Raymond James Financial Inc.147,316$66.98M0.0%+2.4%0.388%
5/13/2025 Cresset Asset Management LLC1,043$474K0.0%-24.4%0.003%
5/13/2025 Alliance Wealth Advisors LLC UT1,056$480K0.1%-45.1%0.003%
5/13/2025 Gen Wealth Partners Inc3,032$1.38M0.6%+78.0%0.008%
5/13/2025 State of New Jersey Common Pension Fund D11,939$5.43M0.0%-10.4%0.031%
5/13/2025 American Century Companies Inc.11,374$5.17M0.0%-26.6%0.030%
5/13/2025 Ethic Inc.2,541$1.16M0.0%-13.6%0.007%
5/13/2025 Aberdeen Group plc30,575$13.80M0.0%-59.3%0.081%
5/13/2025 Dimensional Fund Advisors LP269,534$122.53M0.0%+2.3%0.710%
5/13/2025 Horizon Investments LLC544$247K0.0%+4.8%0.001%
5/13/2025 Kovitz Investment Group Partners LLC9,485$4.31M0.0%+1.1%0.025%
5/13/2025 Vestmark Advisory Solutions Inc.10,515$4.78M0.1%+84.3%0.028%
5/13/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund10,739$4.88M0.1%-15.0%0.028%
5/13/2025 Tokio Marine Asset Management Co. Ltd.1,096$498K0.0%+4.4%0.003%
5/13/2025 Caitong International Asset Management Co. Ltd86$39K0.0%+4,200.0%0.000%
5/13/2025 Gulf International Bank UK Ltd2,076$943K0.0%-30.4%0.005%
5/13/2025 S Bank Fund Management Ltd864$393K0.1%N/A0.002%
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5/13/2025 National Pension Service137$62K0.0%-99.8%0.000%
5/13/2025 Russell Investments Group Ltd.42,469$19.29M0.0%+35.8%0.112%
5/13/2025 Resona Asset Management Co. Ltd.16,041$7.26M0.0%+34.9%0.042%
5/13/2025 Callan Family Office LLC745$339K0.0%-61.8%0.002%
5/13/2025 HighTower Advisors LLC89,018$40.47M0.1%-5.2%0.235%
5/12/2025 Public Sector Pension Investment Board10,193$4.63M0.0%+3.3%0.027%
5/12/2025 Motley Fool Asset Management LLC632$287K0.0%+13.1%0.002%
5/12/2025 Independent Advisor Alliance1,290$587K0.0%+193.8%0.003%
5/12/2025 SouthState Corp60$27K0.0%+1,400.0%0.000%
5/12/2025 Nuveen LLC119,100$54.15M0.0%N/A0.314%
(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, 839 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 ($1.13B), 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 680 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. ($213.88K), and Millennium Management LLC ($169.91K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 7,727,448 shares in the last 24 months. This purchase volume represents approximately $3.45B in transactions.

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

Of the 502 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 ($393.59K), Bamco Inc. NY ($337.20K), Fiera Capital Corp ($279.16K), Congress Asset Management Co. ($247.98K), Kayne Anderson Rudnick Investment Management LLC ($234.75K), Thrivent Financial for Lutherans ($194.95K), and Loomis Sayles & Co. L P ($153.88K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 5,329,804 shares in the last 24 months. This volume of shares sold represents approximately $2.40B in transactions.


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This page (NYSE:FDS) was last updated on 5/22/2025 by MarketBeat.com Staff
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