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FactSet Research Systems (FDS) Institutional Ownership

FactSet Research Systems logo
$274.89 -1.55 (-0.56%)
As of 10:11 AM 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)
488
Total
Institutional Inflows
(last 12 months)
$8.98B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$2.01B
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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
10/2/2026 CX Institutional463$125K0.0%+93.7%0.001%
9/9/2026Sequoia Financial Advisors LLC3,834$882K0.0%+29.6%0.011%
9/9/2026Tidal Investments LLC7,314$1.68M0.0%+41.4%0.021%
9/9/2026MCF Advisors LLC1,231$283K0.0%-27.1%0.003%
9/9/2026Integrated Wealth Concepts LLC5,989$1.38M0.0%+126.8%0.017%
9/9/2026NewEdge Advisors LLC6,358$1.46M0.0%+87.1%0.018%
9/9/2026Baird Financial Group Inc.11,010$2.53M0.0%-35.8%0.031%
9/8/2026Allworth Financial LP2,566$590K0.0%+224.4%0.007%
9/8/2026Arizona State Retirement System10,052$2.31M0.0%-1.4%0.028%
9/8/2026Waverly Advisors LLC5,399$1.24M0.0%+31.7%0.015%
9/8/2026Empirical Finance LLC1,004$231K0.0%+4.7%0.003%
9/8/2026Nykredit A S1,464$337K0.0%N/A0.004%
9/4/2026Parkside Financial Bank & Trust181$42K0.0%+31.2%0.001%
8/27/2026Corient Private Wealth LP17,088$3.93M0.0%+149.1%0.048%
8/26/2026Amundi61,419$14.13M0.0%-34.1%0.173%
8/26/2026HighTower Advisors LLC121,962$28.06M0.0%+2.6%0.343%
8/23/2026Wedmont Private Capital1,872$463K0.0%+37.1%0.005%
8/23/2026HB Wealth Management LLC5,909$1.36M0.0%+76.4%0.017%
8/22/2026AlphaGrep UK Ltd1,644$378K0.1%N/A0.005%
8/22/2026TD Waterhouse Canada Inc.1,517$372K0.0%+872.4%0.004%
8/22/2026Concurrent Investment Advisors LLC2,198$506K0.0%+1.7%0.006%
8/22/2026NEOS Investment Management LLC6,387$1.47M0.0%+18.1%0.018%
8/21/2026Alamar Capital Management LLC7,145$1.64M0.8%N/A0.020%
8/21/2026Nykredit A S1,464$337K0.0%N/A0.004%
8/21/2026Hudson Portfolio Management LLC1,275$293K0.2%N/A0.004%
8/21/2026Birch Capital Management LLC23,747$5.46M2.7%+49.8%0.067%
8/21/2026Legacy Financial Advisors Inc.1,699$391K0.0%+83.7%0.005%
8/20/2026Proficio Capital Partners LLC1,531$352K0.0%N/A0.004%
8/20/2026Moore Capital Management LP9,074$2.09M0.0%N/A0.026%
8/20/2026Benjamin Edwards Inc.3,324$765K0.0%+142.8%0.009%
8/20/2026Alyeska Investment Group L.P.67,534$15.54M0.0%N/A0.190%
8/20/2026Wedbush Securities Inc.7,248$1.67M0.0%+6.0%0.020%
8/20/2026Greenleaf Trust882$203K0.0%N/A0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC117,804$27.10M0.0%-14.4%0.331%
8/19/2026New Mexico Educational Retirement Board1,800$414K0.0%+5.9%0.005%
8/19/2026Royal London Asset Management Ltd.149,640$34.43M0.1%-2.8%0.421%
8/19/2026Mufg Securities Americas Inc.1,097$252K0.0%+6.8%0.003%
8/19/2026Van ECK Associates Corp34,151$7.86M0.0%-5.0%0.096%
8/19/2026Hsbc Holdings PLC87,108$20.04M0.0%-3.0%0.245%
8/19/2026Kingsview Wealth Management LLC21,530$4.95M0.1%N/A0.061%
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8/18/2026Empowered Funds LLC1,143$263K0.0%N/A0.003%
8/18/2026United Capital Financial Advisors LLC3,465$797K0.0%N/A0.010%
8/18/2026Caitlin John LLC3,865$889K0.5%N/A0.011%
8/18/2026Coastal Bridge Advisors LLC6,160$1.42M0.1%N/A0.017%
8/18/2026Jefferies Financial Group Inc.5,113$1.18M0.0%N/A0.014%
8/18/2026Public Employees Retirement System of Ohio11,762$2.71M0.0%N/A0.033%
8/17/2026Capstone Investment Advisors LLC1,463$337K0.0%N/A0.004%
8/17/2026Proficio Capital Partners LLC1,531$352K0.0%N/A0.004%
8/17/2026Corient Private Wealth LP10,435$2.40M0.0%N/A0.029%
8/17/2026Bamco Inc. NY4,200,856$966.53M1.5%N/A11.810%
8/17/2026Bank of America Corp DE765,564$176.14M0.0%N/A2.152%
8/15/2026American Capital Management Inc.40,986$9.43M0.4%N/A0.115%
8/15/2026Freestone Grove Partners LP9,470$2.18M0.0%N/A0.027%
8/15/2026Caisse de depot et placement du Quebec4,080$939K0.0%N/A0.011%
8/15/2026Man Group plc3,340$768K0.0%N/A0.009%
8/15/2026Jupiter Topco LLC16,105$3.71M0.0%N/A0.045%
8/14/2026Hsbc Holdings PLC87,108$20.04M0.0%N/A0.245%
8/14/2026PDT Partners LLC3,000$690K0.0%N/A0.008%
8/14/2026Canada Pension Plan Investment Board31,860$7.33M0.0%N/A0.090%
8/14/2026Legal & General Group Plc65,071$14.97M0.0%N/A0.183%
8/14/2026The Manufacturers Life Insurance Company27,064$6.23M0.0%N/A0.076%
8/14/2026Sone Capital Management LLC64,630$14.87M1.1%N/A0.182%
8/14/2026Algert Global LLC35,240$8.11M0.1%+59.4%0.099%
8/13/2026D.B. Root & Company LLC2,235$514K0.1%N/A0.006%
8/13/2026Cibc World Market Inc.10,635$2.45M0.0%N/A0.030%
8/13/2026OMERS ADMINISTRATION Corp8,180$1.88M0.0%N/A0.023%
8/13/2026Sanctuary Advisors LLC12,988$2.99M0.0%N/A0.037%
8/13/2026Connor Clark & Lunn Investment Management Ltd.198,297$45.62M0.1%N/A0.557%
8/13/2026Meiji Yasuda Asset Management Co Ltd.11,829$2.72M0.1%N/A0.033%
8/13/2026Te Ahumairangi Investment Management Ltd15,817$3.64M0.6%N/A0.044%
8/13/2026Globeflex Capital L P499$115K0.0%N/A0.001%
8/13/2026Bank of Nova Scotia1,776$409K0.0%N/A0.005%
8/12/2026Hudson Portfolio Management LLC1,275$293K0.2%N/A0.004%
8/12/2026Elevation Point Wealth Partners LLC943$217K0.0%N/A0.003%
8/12/2026Commerce Bank3,546$816K0.0%N/A0.010%
8/12/2026GQG Partners LLC21,296$4.90M0.0%N/A0.060%
8/12/2026Northwestern Mutual Wealth Management Co.2,960$681K0.0%N/A0.008%
8/12/2026Evolve Private Wealth LLC3,315$763K0.0%N/A0.009%
8/12/2026Westpac Banking Corp1,430$329K0.0%N/A0.004%
8/12/2026EP Wealth Advisors LLC1,404$323K0.0%N/A0.004%
8/12/2026Ieq Capital LLC74,386$17.12M0.1%N/A0.209%
8/12/2026Heron Bay Capital Management196,176$45.14M4.1%N/A0.552%
8/12/2026Callan Family Office LLC1,450$334K0.0%N/A0.004%
8/11/2026Paralel Advisors LLC10,624$2.44M0.1%N/A0.030%
8/11/2026Allworth Financial LP2,566$590K0.0%N/A0.007%
8/11/2026Fairtree Asset Management Pty Ltd7,602$1.75M0.7%N/A0.021%
8/11/2026Vise Technologies Inc.2,186$503K0.0%N/A0.006%
8/11/2026Aurora Investment Counsel8,616$1.98M1.0%N/A0.024%
8/10/2026West Family Investments Inc.1,330$306K0.1%N/A0.004%
8/10/2026Empirical Asset Management LLC2,399$552K0.1%N/A0.007%
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8/10/2026Danske Bank A S280$64K0.0%N/A0.001%
8/8/2026Wealthfront Advisers LLC1,389$320K0.0%N/A0.004%
8/8/2026Alamar Capital Management LLC7,145$1.64M0.8%N/A0.020%
8/8/2026Equity Investment Corp285,233$65.63M1.3%N/A0.802%
8/8/2026Meeder Advisory Services Inc.910$209K0.0%N/A0.003%
8/7/2026Citizens Financial Group Inc. RI2,439$561K0.0%N/A0.007%
8/7/2026BlackRock Inc.2,858,389$657.66M0.0%N/A8.036%
8/7/2026Pallas Capital Advisors LLC3,779$869K0.0%N/A0.011%
8/7/2026Deutsche Bank AG187,400$43.12M0.0%N/A0.527%
8/7/2026Perigon Wealth Management LLC1,807$416K0.0%N/A0.005%


FDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 913 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 Ninety One UK Ltd ($346.77M).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 774 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 33,348,324 shares in the last 24 months. This purchase volume represents approximately $8.98B in transactions.

Of the 315 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 7,106,447 shares in the last 24 months. This volume of shares sold represents approximately $2.01B 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 10/2/2026. New 13F filings are added each quarter as they're published.
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