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FactSet Research Systems (FDS) Institutional Ownership

FactSet Research Systems logo
$223.66 -0.32 (-0.14%)
Closing price 05/8/2026 03:59 PM Eastern
Extended Trading
$219.78 -3.89 (-1.74%)
As of 05/8/2026 07:02 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 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)
572
Total
Institutional Inflows
(last 12 months)
$7.29B
Number of
Institutional Sellers
(last 12 months)
400
Total
Institutional Outflows
(last 12 months)
$2.41B
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Skip Chart & View Institutional Buying and Selling Data

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
5/8/2026PNC Financial Services Group Inc.29,108$6.32M0.0%+8.2%0.080%
5/7/2026 Dimensional Fund Advisors LP362,642$78.67M0.0%-0.5%0.995%
5/7/2026 Parallel Advisors LLC788$171K0.0%-34.7%0.002%
5/7/2026 KBC Group NV1,814$394K0.0%-43.6%0.005%
5/7/2026 Tandem Investment Advisors Inc.951$206K0.0%-25.9%0.003%
5/7/2026 Swiss National Bank73,360$15.92M0.0%-1.6%0.201%
5/7/2026 Kinsale Capital Group Inc.22,418$4.86M0.8%+26.3%0.062%
5/6/2026 Aurora Investment Counsel9,006$1.95M1.1%+31.1%0.025%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC2,816$611K0.1%+120.2%0.008%
5/6/2026 California Public Employees Retirement System73,610$15.97M0.0%-12.8%0.202%
5/6/2026 Kesler Norman & Wride LLC2,465$535K0.1%-9.1%0.007%
5/6/2026 Advisortrust Partners LLC1,250$271K0.1%N/A0.003%
5/6/2026 Assetmark Inc.250$54K0.0%-38.4%0.001%
5/6/2026 Bessemer Group Inc.1,161$253K0.0%-62.6%0.003%
5/6/2026 Allspring Global Investments Holdings LLC15,794$3.55M0.0%+209.0%0.043%
5/5/2026 Wealthfront Advisers LLC1,549$336K0.0%-30.6%0.004%
5/5/2026 D.A. Davidson & CO.1,674$363K0.0%N/A0.005%
5/5/2026 Marks Group Wealth Management Inc23,924$5.19M0.5%+46.8%0.066%
5/5/2026 Bank of New York Mellon Corp294,091$63.82M0.0%-7.6%0.807%
5/5/2026 Illinois Municipal Retirement Fund2,649$575K0.0%-29.6%0.007%
5/5/2026 Sanctuary Advisors LLC13,002$2.82M0.0%+1.0%0.036%
5/4/2026 Mattern Capital Management LLC46,708$10.14M1.2%+53.7%0.128%
5/4/2026 Mcdonald Capital Investors Inc. CA188,141$40.83M2.8%+1.3%0.516%
5/4/2026 State of Michigan Retirement System244,523$53.06M0.3%+523.2%0.671%
5/4/2026 Principal Financial Group Inc.45,209$9.81M0.0%+5.0%0.124%
5/4/2026 Chicago Partners Investment Group LLC2,468$536K0.0%+52.8%0.007%
5/4/2026 Parr Mcknight Wealth Management Group LLC8,501$1.85M0.2%+14.1%0.023%
5/4/2026 Applied Finance Capital Management LLC1,347$292K0.0%+16.6%0.004%
5/4/2026 Procyon Advisors LLC1,442$313K0.0%-6.8%0.004%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,642$1.88M0.0%-0.8%0.024%
5/1/2026 Fifth Third Bancorp12,069$2.62M0.0%+224.3%0.033%
5/1/2026 Banyan Capital Management Inc.34,827$7.56M3.3%N/A0.096%
5/1/2026 Markel Group Inc.135,376$29.38M0.2%+11.1%0.372%
5/1/2026 Sequoia Financial Advisors LLC2,959$642K0.0%-21.5%0.008%
4/30/2026 Stiles Financial Services Inc2,830$614K0.2%-23.6%0.008%
4/30/2026 Hsbc Holdings PLC89,781$19.31M0.0%+30.5%0.246%
4/30/2026 Azzad Asset Management Inc. ADV3,594$780K0.1%-2.6%0.010%
4/30/2026 Sumitomo Mitsui Trust Group Inc.19,794$4.30M0.0%-30.3%0.054%
4/30/2026 Resona Asset Management Co. Ltd.7,541$1.54M0.0%+6.4%0.021%
4/30/2026 Seelaus Asset Management LLC2,145$465K0.3%+6.7%0.006%
4/30/2026 Oregon Public Employees Retirement Fund4,248$922K0.0%-1.3%0.012%
4/30/2026 Taylor Frigon Capital Management LLC5,825$1.26M0.7%-3.3%0.016%
4/29/2026 Nicholas Hoffman & Company LLC.3,148$683K0.0%N/A0.009%
4/29/2026 Eads & Heald Wealth Management2,376$516K0.3%-21.4%0.007%
4/29/2026 R Squared Ltd2,090$454K0.2%N/A0.006%
4/28/2026 Whittier Trust Co. of Nevada Inc.566$131K0.0%-20.7%0.002%
4/28/2026 Whittier Trust Co.443$102K0.0%-61.6%0.001%
4/28/2026 Dividend Assets Capital LLC1,213$263K0.1%-4.5%0.003%
4/28/2026 Ascentis Independent Advisors384$83K0.0%N/A0.001%
4/28/2026 AdvisorShares Investments LLC22,638$4.91M0.9%-8.8%0.062%
4/28/2026 Praxis Investment Management Inc.2,139$464K0.0%N/A0.006%
4/28/2026 Revisor Wealth Management LLC1,201$261K0.1%+53.2%0.003%
4/28/2026 V Square Quantitative Management LLC1,416$307K0.0%+13.8%0.004%
4/27/2026 Lafayette Investments Inc.4,524$982K0.2%+1.1%0.012%
4/27/2026 Hendershot Investments Inc.22,884$4.97M0.7%+50.1%0.063%
4/27/2026 HB Wealth Management LLC3,349$727K0.0%+24.2%0.009%
4/27/2026 Moran Wealth Management LLC31,705$6.88M0.2%+106.4%0.087%
4/27/2026 Private Advisor Group LLC2,152$467K0.0%+81.6%0.006%
4/27/2026 Y Intercept Hong Kong Ltd20,295$4.40M0.1%N/A0.056%
4/27/2026 Leonteq Securities AG1,727$375K0.0%+169.4%0.005%
4/25/2026 Boston Trust Walden Corp255,804$55.51M0.5%-8.7%0.702%
4/25/2026 Mitchell & Pahl Private Wealth LLC2,792$606K0.2%+25.1%0.008%
4/24/2026 Wendell David Associates Inc.17,656$3.83M0.4%-9.6%0.048%
4/24/2026 Harbor Investment Advisory LLC920$200K0.0%+31.6%0.003%
4/23/2026 SJS Investment Consulting Inc.268$58K0.0%-29.1%0.001%
4/23/2026 Drucker Wealth 3.0 LLC6,422$1.39M0.2%+186.8%0.018%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 2,239$486K0.0%N/A0.006%
4/23/2026 Apollon Wealth Management LLC1,452$315K0.0%-21.2%0.004%
4/23/2026 Canoe Financial LP19,915$4.32M0.1%-19.6%0.055%
4/22/2026 Patton Fund Management Inc.1,795$389K0.1%+122.2%0.005%
4/22/2026 Skylands Capital LLC4,700$1.02M0.1%N/A0.013%
4/22/2026 Janney Montgomery Scott LLC38,193$8.29M0.0%+82.8%0.105%
4/22/2026 Fort Washington Investment Advisors Inc. OH945$205K0.0%-15.4%0.003%
4/22/2026 Pictet Asset Management Holding SA8,406$1.82M0.0%+6.2%0.023%
4/22/2026 Sterling Capital Management LLC3,699$803K0.0%-19.1%0.010%
4/22/2026 Venturi Wealth Management LLC1,820$395K0.0%-37.5%0.005%
4/21/2026 Poehling Capital Management INC.7,877$1.71M0.4%N/A0.022%
4/21/2026 GHP Investment Advisors Inc.27,210$5.90M0.2%+10.9%0.075%
4/21/2026 Louisiana State Employees Retirement System1,900$412K0.0%N/A0.005%
4/21/2026 KFG Wealth Management LLC1,248$271K0.0%+20.9%0.003%
4/20/2026 Blue Trust Inc.172$37K0.0%-21.8%0.000%
4/20/2026 Assenagon Asset Management S.A.8,694$1.89M0.0%-68.3%0.024%
4/17/2026 Krilogy Financial LLC1,792$415K0.0%-54.3%0.005%
4/17/2026 Hendley & Co. Inc.19,820$4.30M1.6%+166.0%0.054%
4/16/2026 SG Americas Securities LLC70,920$15.39M0.0%+240.5%0.195%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S894$194K0.0%-61.0%0.002%
3/20/2026 Hsbc Holdings PLC68,785$20.00M0.0%-70.0%0.185%
3/17/2026Rockefeller Capital Management L.P.33,094$9.60M0.0%+683.8%0.089%
3/9/2026Corient Private Wealth LLC6,367$1.85M0.0%+52.1%0.017%
3/6/2026 Hsbc Holdings PLC68,785$20.00M0.0%-70.0%0.185%
3/3/2026 Midway Capital Research & Management1,047$304K0.3%N/A0.003%
3/2/2026Tobam2,823$819K0.2%N/A0.008%
2/26/2026 BDFS Capital LLC1,697$492K0.2%N/A0.005%
2/24/2026 Pacer Advisors Inc.3,486$1.01M0.0%+12.6%0.009%
2/23/2026 Kera Capital Partners Inc.1,023$297K0.0%N/A0.003%
2/19/2026Invesco Ltd.716,486$207.92M0.0%-9.7%1.931%
2/19/2026 Axxcess Wealth Management LLC926$269K0.0%-11.9%0.002%
2/19/2026Corient Private Wealth LLC12,014$3.49M0.0%+186.9%0.032%
2/19/2026 Alberta Investment Management Corp4,900$1.42M0.0%-63.7%0.013%
2/18/2026Mercer Global Advisors Inc. ADV12,570$3.65M0.0%+304.4%0.034%


FDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 921 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 783 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 24,341,069 shares in the last 24 months. This purchase volume represents approximately $7.29B in transactions.

Of the 396 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 ($274.19K).

Institutional investors have sold a total of 7,756,319 shares in the last 24 months. This volume of shares sold represents approximately $2.41B in transactions.


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This page (NYSE:FDS) was last updated on 5/9/2026 by MarketBeat.com Staff.
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