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FactSet Research Systems (FDS) Institutional Ownership

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$284.73 +3.26 (+1.16%)
As of 01:13 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)
514
Total
Institutional Inflows
(last 12 months)
$2.22B
Number of
Institutional Sellers
(last 12 months)
400
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
10/9/2025Mitchell & Pahl Private Wealth LLC2,155$617K0.3%+4.1%0.006%
10/8/2025Marshall Financial Group LLC2,891$828K0.2%+4.0%0.008%
10/8/2025Czech National Bank9,603$2.75M0.0%+3.5%0.025%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.493$141K0.3%-91.6%0.001%
10/7/2025 KFG Wealth Management LLC1,225$351K0.1%-4.4%0.003%
10/7/2025 Assenagon Asset Management S.A.107,119$30.69M0.0%+7,507.9%0.283%
10/2/2025 GAMMA Investing LLC616$176K0.0%-44.5%0.002%
9/26/2025Corient Private Wealth LLC3,855$1.72M0.0%+7.4%0.010%
9/24/2025Texas Permanent School Fund Corp2,594$1.16M0.0%-38.2%0.007%
9/22/2025Caldwell Trust Co357$160K0.0%N/A0.001%
9/15/2025Amiral Gestion2,500$1.12M0.5%+150.0%0.007%
9/4/2025Osaic Holdings Inc.10,208$4.57M0.0%-9.8%0.027%
8/27/2025Squarepoint Ops LLC6,346$2.84M0.0%-52.8%0.017%
8/26/2025Provident Investment Management Inc.989$442K0.0%-8.7%0.003%
8/26/2025Thrivent Financial for Lutherans20,601$9.21M0.0%+4.7%0.054%
8/25/2025Promus Capital LLC1,902$851K0.6%+24.0%0.005%
8/19/2025Advisory Services Network LLC2,197$983K0.0%-2.1%0.006%
8/19/2025State of Wyoming399$178K0.0%N/A0.001%
8/18/2025Nomura Holdings Inc.1,129$505K0.0%-68.3%0.003%
8/18/2025CYBER HORNET ETFs LLC101$45K0.0%N/A0.000%
8/16/2025Parr Mcknight Wealth Management Group LLC10,274$4.60M0.6%+0.6%0.027%
8/16/2025Public Sector Pension Investment Board7,792$3.49M0.0%-23.6%0.021%
8/15/2025Tower Research Capital LLC TRC 2,262$1.01M0.0%+28.7%0.006%
8/15/2025MUFG Securities EMEA plc112$50K0.0%N/A0.000%
8/15/2025SkyView Investment Advisors LLC1,809$798K0.1%+2.7%0.005%
8/15/2025Corient Private Wealth LLC3,920$1.75M0.0%+9.3%0.010%
8/15/2025State of Tennessee Department of Treasury14,975$6.70M0.0%+41.8%0.040%
8/15/2025Kensington Investment Counsel LLC6,242$2.79M1.2%-0.6%0.017%
8/15/2025Captrust Financial Advisors5,006$2.24M0.0%+4.2%0.013%
8/15/2025Vident Advisory LLC1,234$552K0.0%-48.1%0.003%
8/15/2025Two Sigma Securities LLC3,819$1.71M0.2%N/A0.010%
8/15/2025Tidal Investments LLC1,319$590K0.0%+37.4%0.003%
8/15/2025Scott Marsh Financial LLC1,419$635K0.2%N/A0.004%
8/15/2025Smartleaf Asset Management LLC112$50K0.0%-28.2%0.000%
8/15/2025Snowden Capital Advisors LLC1,358$607K0.0%-5.2%0.004%
8/15/2025Sone Capital Management LLC34,422$15.40M1.4%-34.9%0.091%
8/15/2025Royal London Asset Management Ltd.130,477$58.36M0.1%-1.7%0.345%
8/15/2025Rafferty Asset Management LLC12,616$5.64M0.0%+1.2%0.033%
8/15/2025Paces Ferry Wealth Advisors LLC522$233K0.1%-5.4%0.001%
8/15/2025Moore Capital Management LP3,382$1.51M0.0%N/A0.009%
8/15/2025Man Group plc14,616$6.54M0.0%-59.4%0.039%
8/15/2025Meiji Yasuda Asset Management Co Ltd.4,966$2.22M0.1%-6.1%0.013%
8/15/2025IHT Wealth Management LLC595$266K0.0%-9.4%0.002%
8/15/2025Benjamin Edwards Inc.2,144$959K0.0%+7.3%0.006%
8/15/2025BI Asset Management Fondsmaeglerselskab A S1,463$654K0.0%-87.9%0.004%
8/15/2025BNP Paribas Financial Markets71,280$31.88M0.0%-10.4%0.189%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp5,971$2.67M0.0%-17.9%0.016%
8/15/2025Brevan Howard Capital Management LP4,628$2.07M0.0%N/A0.012%
8/15/2025Balyasny Asset Management L.P.6,649$2.97M0.0%N/A0.018%
8/15/2025Bamco Inc. NY2,231,916$998.29M2.7%-0.7%5.903%
8/15/2025Bank of America Corp DE529,008$236.62M0.0%-2.8%1.399%
8/15/2025Adage Capital Partners GP L.L.C.12,300$5.50M0.0%-12.1%0.033%
8/15/2025Ameriprise Financial Inc.101,657$45.46M0.0%-14.4%0.269%
8/15/2025AQR Capital Management LLC18,798$8.30M0.0%-24.9%0.050%
8/14/2025California State Teachers Retirement System60,967$27.27M0.0%+0.7%0.161%
8/14/2025Raymond James Financial Inc.138,624$62.00M0.0%-5.9%0.367%
8/14/2025Quantinno Capital Management LP5,223$2.34M0.0%+9.2%0.014%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,138$4.98M0.0%+0.9%0.029%
8/14/2025Diversify Advisory Services LLC1,246$557K0.0%N/A0.003%
8/14/2025Alliancebernstein L.P.39,336$17.59M0.0%+0.9%0.104%
8/14/2025Peapack Gladstone Financial Corp506$226K0.0%N/A0.001%
8/14/2025ICW Investment Advisors LLC4,774$2.14M0.8%+2.3%0.013%
8/14/2025Treasurer of the State of North Carolina17,732$7.93M0.0%+1.9%0.047%
8/14/2025The Manufacturers Life Insurance Company 22,741$10.17M0.0%-5.3%0.060%
8/14/2025Squarepoint Ops LLC6,346$2.84M0.0%-52.8%0.017%
8/14/2025Sei Investments Co.111,334$49.80M0.1%+52.4%0.294%
8/14/2025NewEdge Advisors LLC5,917$2.65M0.0%+9.8%0.016%
8/14/2025Azora Capital LP58,442$26.14M1.2%+74.4%0.155%
8/14/2025Integrated Investment Consultants LLC3,023$1.35M0.2%-1.1%0.008%
8/14/2025Investment Management Corp of Ontario4,017$1.80M0.0%-4.7%0.011%
8/14/2025iSAM Funds UK Ltd4,083$1.83M0.4%N/A0.011%
8/14/2025AXA S.A.13,762$6.16M0.0%-1.1%0.036%
8/14/2025State Street Corp1,937,571$866.64M0.0%+0.8%5.125%
8/14/2025Daiwa Securities Group Inc.6,866$3.07M0.0%+0.4%0.018%
8/14/2025Ossiam2,650$1.19M0.0%-5.2%0.007%
8/14/2025California Public Employees Retirement System141,006$63.07M0.0%-15.0%0.373%
8/14/2025Cerity Partners LLC5,247$2.35M0.0%+15.6%0.014%
8/13/2025Gabelli Funds LLC14,648$6.55M0.0%-3.8%0.039%
8/13/2025Gamco Investors INC. ET AL1,315$588K0.0%-16.0%0.003%
8/13/2025Jump Financial LLC3,377$1.51M0.0%-44.2%0.009%
8/13/2025Hendershot Investments Inc.15,280$6.83M0.9%+26.2%0.040%
8/13/2025Shepherd Financial Partners LLC567$253K0.0%-17.5%0.001%
8/13/2025Brown Advisory Inc.8,498$3.80M0.0%-1.3%0.022%
8/13/2025Amundi122,036$54.64M0.0%-65.5%0.323%
8/13/2025Mirabella Financial Services LLP982$441K0.0%-72.0%0.003%
8/13/2025QSV Equity Investors LLC504$225K0.2%N/A0.001%
8/13/2025Baird Financial Group Inc.28,417$12.71M0.0%-1.8%0.075%
8/13/2025First Trust Advisors LP12,145$5.43M0.0%-22.9%0.032%
8/13/2025Kennedy Capital Management LLC17,355$7.76M0.2%-22.0%0.046%
8/13/2025EverSource Wealth Advisors LLC138$62K0.0%+58.6%0.000%
8/13/2025Invesco Ltd.683,146$305.56M0.1%+39.2%1.807%
8/13/2025CW Advisors LLC7,885$3.53M0.0%N/A0.021%
8/13/2025Arrowstreet Capital Limited Partnership38,090$17.04M0.0%+49.4%0.101%
8/13/2025Westerkirk Capital Inc.791$354K0.0%N/A0.002%
8/13/2025M&T Bank Corp10,023$4.48M0.0%-1.3%0.027%
8/13/2025OMERS ADMINISTRATION Corp3,510$1.57M0.0%+132.5%0.009%
8/13/2025Fisher Asset Management LLC9,313$4.17M0.0%-6.8%0.025%
8/13/2025Claret Asset Management Corp532$238K0.0%+7.0%0.001%
8/13/2025Sepio Capital LP4,174$1.87M0.1%-5.1%0.011%
8/13/2025Lido Advisors LLC1,282$574K0.0%-48.6%0.003%
(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, 850 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 703 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 4,836,184 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

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

Of the 399 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 3,510,952 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 10/9/2025 by MarketBeat.com Staff
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