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FactSet Research Systems (FDS) Institutional Ownership

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$387.72 -8.44 (-2.13%)
Closing price 08/5/2025 03:59 PM Eastern
Extended Trading
$387.27 -0.46 (-0.12%)
As of 08/5/2025 06:36 PM 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 Polygon.io. 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)
505
Total
Institutional Inflows
(last 12 months)
$1.82B
Number of
Institutional Sellers
(last 12 months)
382
Total
Institutional Outflows
(last 12 months)
$1.46B
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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
8/5/2025Blue Barn Wealth LLC457$204K0.1%N/A0.001%
8/5/2025Advisors Preferred LLC825$371K0.1%-46.9%0.002%
8/5/2025J. W. Coons Advisors LLC3,465$1.55M0.4%+139.8%0.009%
8/5/2025Huntington National Bank320$143K0.0%+10.0%0.001%
8/5/2025Fullcircle Wealth LLC564$252K0.1%+10.2%0.001%
8/5/2025Bank of New York Mellon Corp260,848$116.67M0.0%-2.9%0.690%
8/5/2025Bank of Montreal Can30,312$13.56M0.0%-16.2%0.080%
8/5/2025Burney Co.1,270$568K0.0%-50.0%0.003%
8/5/2025Tredje AP fonden8,729$3.90M0.0%+191.5%0.023%
8/5/2025Mission Wealth Management LP2,633$1.18M0.0%-4.2%0.007%
8/5/2025Versor Investments LP2,401$1.07M0.2%N/A0.006%
8/5/2025GHP Investment Advisors Inc.23,188$10.37M0.5%+112.6%0.061%
8/5/2025Kesler Norman & Wride LLC2,958$1.32M0.2%-1.2%0.008%
8/4/2025 Creekmur Asset Management LLC627$281K0.0%+30.6%0.002%
8/4/2025 AdvisorShares Investments LLC14,859$6.65M1.2%+2.4%0.039%
8/4/2025 Amalgamated Bank7,892$3.53M0.0%-1.0%0.021%
8/4/2025 Atria Investments Inc15,751$7.05M0.1%+0.4%0.042%
8/4/2025 Savvy Advisors Inc.801$358K0.0%+21.5%0.002%
8/4/2025 Retirement Systems of Alabama8,142$3.64M0.0%-0.4%0.022%
8/4/2025 Assetmark Inc.105$47K0.0%+94.4%0.000%
8/4/2025 Spire Wealth Management66$30K0.0%-92.3%0.000%
8/4/2025 Hantz Financial Services Inc.319$143K0.0%-35.7%0.001%
8/4/2025 Arkadios Wealth Advisors2,714$1.21M0.0%+5.5%0.007%
8/4/2025 World Investment Advisors1,527$683K0.0%+100.7%0.004%
8/1/2025 Mizuho Markets Americas LLC561$251K0.0%-80.3%0.001%
8/1/2025 New York Life Investment Management LLC5,152$2.30M0.0%+1.5%0.014%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund12,139$5.43M0.1%+13.0%0.032%
8/1/2025 Advisory Alpha LLC462$207K0.0%N/A0.001%
8/1/2025 Teacher Retirement System of Texas5,763$2.58M0.0%+3.7%0.015%
8/1/2025 Y Intercept Hong Kong Ltd4,753$2.13M0.1%+221.4%0.013%
8/1/2025 Bessemer Group Inc.1,442$645K0.0%+22.6%0.004%
8/1/2025 Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group1,944$870K0.5%-17.6%0.005%
8/1/2025 Envestnet Asset Management Inc.93,657$41.89M0.0%-5.7%0.248%
7/31/2025 Nisa Investment Advisors LLC11,176$5.00M0.0%+0.8%0.030%
7/31/2025 Wealthfront Advisers LLC2,962$1.33M0.0%+10.5%0.008%
7/31/2025 Oppenheimer Asset Management Inc.1,540$689K0.0%-3.7%0.004%
7/31/2025 Guardian Wealth Advisors LLC499$223K0.1%N/A0.001%
7/31/2025 Saybrook Capital NC45,470$20.34M5.7%-2.1%0.120%
7/31/2025 Linden Thomas Advisory Services LLC7,905$3.54M0.4%-1.4%0.021%
7/31/2025 Curio Wealth LLC391$175K0.1%+39,000.0%0.001%
Elon + Nvidia + ????? (Ad)

Nvidia’s H100 chip has been the crown jewel of AI computing—until now. Elon Musk has just teamed up with Nvidia and a rising tech force to build the largest AI supercomputer ever attempted. The project? 100,000 of Nvidia’s most powerful chips. The opportunity? A backdoor for investors to align with this AI megatrend—before Wall Street catches on.

See how to get ahead of Elon Musk’s biggest AI play to date.
7/31/2025 Keeler Thomas Management LLC2,748$1.23M0.5%N/A0.007%
7/31/2025 AlphaQuest LLC3,221$1.44M0.1%-24.3%0.009%
7/31/2025 Sumitomo Mitsui Trust Group Inc.99,276$44.40M0.0%+1.4%0.263%
7/31/2025 Asset Management One Co. Ltd.15,990$7.15M0.0%+1.5%0.042%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA43,126$19.29M0.2%-0.3%0.114%
7/30/2025 Freedom Investment Management Inc.629$281K0.0%-5.3%0.002%
7/30/2025 Forum Financial Management LP657$294K0.0%+6.8%0.002%
7/30/2025 Ethic Inc.2,605$1.15M0.0%+2.5%0.007%
7/30/2025 Birch Hill Investment Advisors LLC1,012$453K0.0%-7.8%0.003%
7/30/2025 Citizens & Northern Corp510$228K0.1%+15.1%0.001%
7/30/2025 Cullen Frost Bankers Inc.88$39K0.0%+4,300.0%0.000%
7/30/2025 Whittier Trust Co. of Nevada Inc.11,193$5.01M0.1%+3.4%0.030%
7/30/2025 Whittier Trust Co.20,774$9.29M0.1%+2.4%0.055%
7/30/2025 Lafayette Investments Inc.911$407K0.1%+7.7%0.002%
7/30/2025 DekaBank Deutsche Girozentrale9,755$4.33M0.0%+0.5%0.026%
7/30/2025 Conestoga Capital Advisors LLC922$412K0.0%-35.8%0.002%
7/29/2025 Stephens Inc. AR7,697$3.44M0.0%-10.3%0.020%
7/29/2025 Wendell David Associates Inc.24,477$10.95M1.1%-5.0%0.065%
7/29/2025 Mutual of America Capital Management LLC4,351$1.95M0.0%-1.6%0.012%
7/29/2025 Koshinski Asset Management Inc.1,372$614K0.0%+16.5%0.004%
7/29/2025 Nicholson Wealth Management Group LLC3,444$1.54M0.9%+2.2%0.009%
7/29/2025 Chevy Chase Trust Holdings LLC20,418$9.13M0.0%+0.5%0.054%
7/29/2025 Stratos Wealth Partners LTD.1,104$494K0.0%-42.4%0.003%
7/29/2025 Private Trust Co. NA195$87K0.0%-32.8%0.001%
7/29/2025 Sage Private Wealth Group LLC1,355$606K0.4%+16.6%0.004%
7/29/2025 Nordea Investment Management AB347,220$153.91M0.1%-2.8%0.918%
7/29/2025 Empirical Asset Management LLC1,387$620K0.2%+28.9%0.004%
7/29/2025 S Bank Fund Management Ltd801$358K0.1%-7.3%0.002%
7/28/2025 Allianz Asset Management GmbH1,364$610K0.0%-26.5%0.004%
7/28/2025 New York State Teachers Retirement System32,617$14.59M0.0%+2.9%0.086%
7/28/2025 Dock Street Asset Management Inc.1,021$457K0.0%-57.0%0.003%
7/28/2025 Mutual Advisors LLC1,019$427K0.0%+11.2%0.003%
7/28/2025 Generali Asset Management SPA SGR4,412$1.97M0.0%N/A0.012%
7/28/2025 Ritholtz Wealth Management627$281K0.0%N/A0.002%
7/28/2025 Private Wealth Asset Management LLC79$35K0.0%-75.6%0.000%
7/28/2025 JGP Wealth Management LLC18,458$8.26M1.0%-0.2%0.049%
7/28/2025 Boston Trust Walden Corp297,512$133.07M0.9%+0.1%0.787%
7/28/2025 TD Asset Management Inc23,063$10.32M0.0%+1.5%0.061%
7/28/2025 Axxcess Wealth Management LLC1,906$852K0.0%-21.1%0.005%
7/25/2025 Envestnet Portfolio Solutions Inc.2,432$1.09M0.0%+7.1%0.006%
7/25/2025 Sequoia Financial Advisors LLC1,623$726K0.0%+50.7%0.004%
7/25/2025 Vest Financial LLC125,526$56.15M0.8%+8.8%0.332%
7/25/2025 Yousif Capital Management LLC19,272$8.62M0.1%+13.3%0.051%
7/25/2025 MGO One Seven LLC5,825$2.61M0.1%N/A0.015%
7/25/2025 M3 Advisory Group LLC497$222K0.2%-6.2%0.001%
7/25/2025 CWM LLC1,259$563K0.0%-14.3%0.003%
7/25/2025 Vanguard Personalized Indexing Management LLC3,785$1.69M0.0%+6.0%0.010%
7/25/2025 Concurrent Investment Advisors LLC5,425$2.43M0.0%+2.2%0.014%
7/25/2025 Cerro Pacific Wealth Advisors LLC1,623$726K0.2%-7.4%0.004%
7/25/2025 Apollon Wealth Management LLC990$443K0.0%-8.7%0.003%
Elon + Nvidia + ????? (Ad)

Nvidia’s H100 chip has been the crown jewel of AI computing—until now. Elon Musk has just teamed up with Nvidia and a rising tech force to build the largest AI supercomputer ever attempted. The project? 100,000 of Nvidia’s most powerful chips. The opportunity? A backdoor for investors to align with this AI megatrend—before Wall Street catches on.

See how to get ahead of Elon Musk’s biggest AI play to date.
7/25/2025 Natural Investments LLC850$380K0.1%+12.1%0.002%
7/24/2025 Aberdeen Group plc34,595$15.34M0.0%+13.1%0.091%
7/24/2025 Lmcg Investments LLC1,032$462K0.0%-2.3%0.003%
7/24/2025 JFS Wealth Advisors LLC183$82K0.0%-50.8%0.000%
7/24/2025 Strong Tower Advisory Services6,605$2.95M0.6%+3.2%0.017%
7/24/2025 Blue Trust Inc.245$110K0.0%+20.1%0.001%
7/24/2025 Robertson Stephens Wealth Management LLC454$203K0.0%-12.4%0.001%
7/24/2025 L. Roy Papp & Associates LLP18,791$8.41M1.0%+2.6%0.050%
7/24/2025 Birch Capital Management LLC8,547$3.82M2.0%-0.7%0.023%
7/24/2025 Stiles Financial Services Inc4,995$2.23M0.8%-3.2%0.013%
(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, 842 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 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 685 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), International Assets Investment Management LLC ($274.48K), PineStone Asset Management Inc. ($244.87K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($213.88K), Millennium Management LLC ($169.91K), and Vanguard Group Inc. ($167.33K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 3,940,323 shares in the last 24 months. This purchase volume represents approximately $1.82B in transactions.

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

Of the 379 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 ($296.86K), Congress Asset Management Co. ($247.98K), Thrivent Financial for Lutherans ($194.95K), Kayne Anderson Rudnick Investment Management LLC ($190.80K), Fiera Capital Corp ($115.00K), 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 3,154,432 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.


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This page (NYSE:FDS) was last updated on 8/6/2025 by MarketBeat.com Staff
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