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FactSet Research Systems (FDS) Institutional Ownership

FactSet Research Systems logo
$342.04 +9.45 (+2.84%)
Closing price 11/4/2026 03:59 PM Eastern
Extended Trading
$344.66 +2.61 (+0.76%)
As of 08:56 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)
475
Total
Institutional Inflows
(last 12 months)
$8.92B
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$1.99B
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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
11/5/2026Lido Advisors LLC3,792$1.02M0.0%+21.2%0.011%
11/5/2026Keybank National Association OH1,450$391K0.0%+3.6%0.004%
11/5/2026Csenge Advisory Group2,111$570K0.0%N/A0.006%
11/5/2026D.B. Root & Company LLC2,099$567K0.1%-6.1%0.006%
11/5/2026Equity Investment Corp231,988$62.63M0.9%-18.7%0.658%
11/5/2026D Orazio & Associates Inc.790$213K0.0%N/A0.002%
11/4/2026New York Life Investment Management LLC9,938$2.68M0.0%+3.1%0.028%
11/4/2026Gen Wealth Partners Inc996$269K0.1%-13.7%0.003%
11/4/2026Gryphon Financial Partners LLC771$208K0.0%N/A0.002%
11/4/2026AlphaCore Capital LLC2,585$698K0.0%+11.9%0.007%
11/4/2026Running Oak Capital LLC46,082$12.44M1.9%+4.9%0.131%
11/4/2026Retirement Systems of Alabama7,459$2.01M0.0%-2.5%0.021%
11/4/2026Fulcrum Asset Management LLP2,465$641K0.0%+289.4%0.007%
11/4/2026Allspring Global Investments Holdings LLC21,991$6.11M0.0%+239.4%0.062%
11/4/2026 University of Texas Texas AM Investment Management Co.177$48K0.0%N/A0.001%
11/4/2026 Brighton Jones LLC8,612$2.33M0.0%+3.0%0.024%
11/3/2026 Ethic Inc.3,827$1.03M0.0%-2.2%0.011%
11/3/2026 Pictet Asset Management Holding SA7,388$1.99M0.0%-1.6%0.021%
11/3/2026 Palisade Asset Management LLC5,490$1.48M0.1%+4.9%0.016%
11/3/2026 Alps Advisors Inc.39,569$10.68M0.0%N/A0.112%
11/3/2026 Ashton Thomas Private Wealth LLC1,744$471K0.0%-5.7%0.005%
11/3/2026 Alamar Capital Management LLC6,860$1.85M0.9%-4.0%0.019%
11/2/2026 Kestra Advisory Services LLC1,160$313K0.0%+8.2%0.003%
11/2/2026 QTR Family Wealth LLC1,048$283K0.1%-11.7%0.003%
11/2/2026 Inscription Capital LLC1,163$314K0.0%N/A0.003%
11/2/2026 Commonwealth Equity Services LLC7,963$2.15M0.0%-15.5%0.023%
10/31/2026 Kestra Private Wealth Services LLC2,751$743K0.0%N/A0.008%
10/31/2026 Boston Trust Walden Corp308,252$83.21M0.7%+27.1%0.874%
10/31/2026 Chicago Partners Investment Group LLC4,582$1.52M0.0%+3.3%0.013%
10/31/2026 Ascent Group LLC866$234K0.0%-3.5%0.002%
10/30/2026 Parr Mcknight Wealth Management Group LLC8,009$2.16M0.3%-5.9%0.023%
10/30/2026 Third View Private Wealth LLC5,596$1.51M0.2%-2.9%0.016%
10/30/2026 Provenance Wealth Advisors LLC199$54K0.0%N/A0.001%
10/30/2026 Guardian Wealth Advisors LLC2,745$741K0.4%-9.9%0.008%
10/30/2026 Oregon Public Employees Retirement Fund4,380$1.18M0.0%-2.2%0.012%
10/30/2026 Stiles Financial Services Inc1,901$513K0.1%-12.5%0.005%
10/30/2026 Eads & Heald Wealth Management2,310$624K0.3%+5.3%0.007%
10/30/2026 Hiddenite Capital Partners LP54,000$14.58M2.6%+1.9%0.153%
10/30/2026 Hurlow Wealth Management Group Inc.794$214K0.0%N/A0.002%
10/30/2026 Capital Management Corp VA43,384$11.71M1.8%-6.3%0.123%
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10/29/2026 Sumitomo Mitsui Trust Group Inc.20,673$5.58M0.0%-6.9%0.059%
10/29/2026 Mirae Asset Global Investments Co. Ltd.26,489$7.15M0.0%N/A0.075%
10/29/2026 ProShare Advisors LLC681,980$184.10M0.3%+0.1%1.934%
10/29/2026 Vise Technologies Inc.2,661$718K0.0%+21.7%0.008%
10/29/2026 Americana Partners LLC829$224K0.0%N/A0.002%
10/28/2026 VIRGINIA RETIREMENT SYSTEMS ET Al4,100$1.11M0.0%N/A0.012%
10/28/2026 Parcion Private Wealth LLC1,337$361K0.0%+12.4%0.004%
10/28/2026 Soltis Investment Advisors LLC1,206$326K0.0%+6.7%0.003%
10/28/2026 Everett Harris & Co. CA162,352$43.83M0.5%+1.1%0.460%
10/28/2026 United Asset Strategies Inc.2,568$693K0.0%N/A0.007%
10/28/2026 ICW Investment Advisors LLC5,250$1.42M0.5%-2.0%0.015%
10/28/2026 VestGen Advisors LLC1,832$494K0.0%+9.0%0.005%
10/27/2026 Mcdonald Capital Investors Inc. CA151,480$40.89M3.4%-13.7%0.430%
10/27/2026 Asset Management One Co. Ltd.2,104$568K0.0%+14.3%0.006%
10/26/2026 Park Avenue Securities LLC985$266K0.0%N/A0.003%
10/24/2026 Apollon Wealth Management LLC2,671$721K0.0%+5.0%0.008%
10/24/2026 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,018$815K0.0%-28.2%0.009%
10/23/2026 Signaturefd LLC1,193$322K0.0%+18.0%0.003%
10/23/2026 Citizens Financial Group Inc. RI2,500$675K0.0%+2.5%0.007%
10/23/2026 Simplicity Wealth LLC928$251K0.0%-5.9%0.003%
10/23/2026 Taylor Frigon Capital Management LLC5,868$1.58M0.8%-1.4%0.017%
10/23/2026 Gibbs Wealth Management2,908$785K0.1%+19.1%0.008%
10/23/2026 Tectonic Advisors LLC2,151$581K0.0%N/A0.006%
10/23/2026 Manchester Capital Management LLC373$101K0.0%+25.6%0.001%
10/23/2026 Wedbush Securities Inc.7,416$2.00M0.0%+2.3%0.021%
10/23/2026 Sterling Capital Management LLC3,299$891K0.0%-3.6%0.009%
10/22/2026 Yousif Capital Management LLC24,014$6.48M0.1%+1.4%0.068%
10/22/2026 MBL Wealth LLC1,111$300K0.0%N/A0.003%
10/22/2026 Sepio Capital LP4,145$1.12M0.0%-9.7%0.012%
10/22/2026 Root Financial Partners LLC713$192K0.0%N/A0.002%
10/22/2026 SBI Securities Co. Ltd.597$161K0.0%+231.7%0.002%
10/22/2026 Cardinal Capital Management6,105$1.65M0.2%N/A0.017%
10/22/2026 Vest Financial LLC199,841$53.95M0.6%-1.1%0.562%
10/22/2026 Sage Private Wealth Group LLC2,382$643K0.2%-13.4%0.007%
10/21/2026 Axxcess Wealth Management LLC784$212K0.0%N/A0.002%
10/21/2026 Crossmark Global Holdings Inc.931$251K0.0%-64.0%0.003%
10/21/2026 Pinnacle Associates Ltd.760$205K0.0%N/A0.002%
10/21/2026 Nisa Investment Advisors LLC11,567$3.12M0.0%+1.4%0.033%
10/20/2026 Revisor Wealth Management LLC1,069$289K0.1%-5.1%0.003%
10/20/2026 Willis Investment Counsel55,816$15.07M0.7%+9.4%0.157%
10/20/2026 Net Worth Advisory Group911$253K0.1%N/A0.003%
10/20/2026 Midway Capital Research & Management1,366$369K0.3%+3.4%0.004%
10/20/2026 CWA Asset Management Group LLC1,275$344K0.0%+11.8%0.004%
10/19/2026 New Wave Wealth Advisors LLC1,205$350K0.1%-7.2%0.003%
10/17/2026 IFP Advisors Inc1,160$313K0.0%+13.6%0.003%
10/17/2026 USA Financial Formulas141$38K0.0%N/A0.000%
10/16/2026 TD Waterhouse Canada Inc.566$157K0.0%-62.7%0.002%
10/15/2026 V Square Quantitative Management LLC1,455$393K0.0%+20.0%0.004%
10/15/2026 Assenagon Asset Management S.A.35,534$9.59M0.0%+115.8%0.100%
10/15/2026 Mystic Asset Management Inc.830$224K0.0%N/A0.002%
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10/15/2026 Ninety One UK Ltd1,148,502$310.04M0.7%-3.4%3.229%
10/15/2026 State of Alaska Department of Revenue12,702$3.43M0.0%-1.5%0.036%
10/15/2026 Ninety One North America Inc.79,523$21.47M1.1%-6.2%0.224%
10/15/2026 Curated Wealth Partners LLC2,197$593K0.0%-91.2%0.006%
10/15/2026 Fort Washington Investment Advisors Inc. OH776$209K0.0%N/A0.002%
10/15/2026 Mather Group LLC.2,638$712K0.0%+3.0%0.007%
10/14/2026 Western Financial Corp CA4,648$1.26M0.4%N/A0.013%
10/14/2026 Mitchell & Pahl Private Wealth LLC3,180$858K0.3%+7.5%0.009%
10/14/2026 Seelaus Asset Management LLC1,918$518K0.4%-7.4%0.005%
10/13/2026 NorthCrest Asset Manangement LLC2,564$735K0.0%+15.9%0.007%


FDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 924 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 ($966.53M), BlackRock Inc. ($657.66M), State Street Corp ($551.62M), Kayne Anderson Rudnick Investment Management LLC ($489.04M), Loomis Sayles & Co. L P ($433.88M), 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 776 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 ($5.27M), BlackRock Inc. ($2.86M), Bank of America Corp DE ($1.02M), AQR Capital Management LLC ($689.89K), Norges Bank ($620.78K), and Marshall Wace LLP ($586.93K).

Institutional investors have bought a total of 33,176,553 shares in the last 24 months. This purchase volume represents approximately $8.92B in transactions.

Of the 292 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. ($566.53K), Vanguard Group Inc. ($477.37K), Bamco Inc. NY ($412.86K), Hsbc Holdings PLC ($323.70K), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($240.43K).

Institutional investors have sold a total of 7,047,610 shares in the last 24 months. This volume of shares sold represents approximately $1.99B in transactions.


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Institutional ownership data for NYSE:FDS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/5/2026. New 13F filings are added each quarter as they're published.
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