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FactSet Research Systems (FDS) Institutional Ownership

FactSet Research Systems logo
$301.41 -11.55 (-3.69%)
As of 09/4/2026 03:58 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FactSet Research Systems (NYSE:FDS)

Current
Institutional Ownership
Percentage
91.24%
Number of
Institutional Buyers
(last 12 months)
486
Total
Institutional Inflows
(last 12 months)
$11.20B
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
9/4/2026 Parkside Financial Bank & Trust181$42K0.0%+31.2%0.001%
8/27/2026 Corient Private Wealth LP17,088$3.93M0.0%+149.1%0.048%
8/26/2026 Amundi61,419$14.13M0.0%-34.1%0.173%
8/26/2026 HighTower Advisors LLC121,962$28.06M0.0%+2.6%0.343%
8/24/2026 California State Teachers Retirement System9,725,942$2.24B0.0%+22,745.3%27.343%
8/23/2026 Wedmont Private Capital1,872$463K0.0%+37.1%0.005%
8/23/2026 HB Wealth Management LLC5,909$1.36M0.0%+76.4%0.017%
8/22/2026 AlphaGrep UK Ltd1,644$378K0.1%N/A0.005%
8/22/2026 TD Waterhouse Canada Inc.1,517$372K0.0%+872.4%0.004%
8/22/2026 Concurrent Investment Advisors LLC2,198$506K0.0%+1.7%0.006%
8/22/2026 NEOS Investment Management LLC6,387$1.47M0.0%+18.1%0.018%
8/21/2026 Alamar Capital Management LLC7,145$1.64M0.8%N/A0.020%
8/21/2026 Nykredit A S1,464$337K0.0%N/A0.004%
8/21/2026 Hudson Portfolio Management LLC1,275$293K0.2%N/A0.004%
8/21/2026 Birch Capital Management LLC23,747$5.46M2.7%+49.8%0.067%
8/21/2026 Legacy Financial Advisors Inc.1,699$391K0.0%+83.7%0.005%
8/20/2026 Proficio Capital Partners LLC1,531$352K0.0%N/A0.004%
8/20/2026 Moore Capital Management LP9,074$2.09M0.0%N/A0.026%
8/20/2026 Benjamin Edwards Inc.3,324$765K0.0%+142.8%0.009%
8/20/2026 Alyeska Investment Group L.P.67,534$15.54M0.0%N/A0.190%
8/20/2026 Wedbush Securities Inc.7,248$1.67M0.0%+6.0%0.020%
8/20/2026 Greenleaf Trust882$203K0.0%N/A0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC117,804$27.10M0.0%-14.4%0.331%
8/19/2026 New Mexico Educational Retirement Board1,800$414K0.0%+5.9%0.005%
8/19/2026 Royal London Asset Management Ltd.149,640$34.43M0.1%-2.8%0.421%
8/19/2026 Mufg Securities Americas Inc.1,097$252K0.0%+6.8%0.003%
8/19/2026 Van ECK Associates Corp34,151$7.86M0.0%-5.0%0.096%
8/19/2026 Hsbc Holdings PLC87,108$20.04M0.0%-3.0%0.245%
8/19/2026 Kingsview Wealth Management LLC21,530$4.95M0.1%N/A0.061%
8/18/2026 Empowered Funds LLC1,143$263K0.0%N/A0.003%
8/18/2026 United Capital Financial Advisors LLC3,465$797K0.0%N/A0.010%
8/18/2026 Caitlin John LLC3,865$889K0.5%N/A0.011%
8/18/2026 Coastal Bridge Advisors LLC6,160$1.42M0.1%N/A0.017%
8/18/2026Jefferies Financial Group Inc.5,113$1.18M0.0%N/A0.014%
8/18/2026 Public Employees Retirement System of Ohio11,762$2.71M0.0%N/A0.033%
8/17/2026 Capstone Investment Advisors LLC1,463$337K0.0%N/A0.004%
8/17/2026 Proficio Capital Partners LLC1,531$352K0.0%N/A0.004%
8/17/2026 Corient Private Wealth LP10,435$2.40M0.0%N/A0.029%
8/17/2026 Bamco Inc. NY4,200,856$966.53M1.5%N/A11.810%
8/17/2026 Bank of America Corp DE765,564$176.14M0.0%N/A2.152%
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8/15/2026 American Capital Management Inc.40,986$9.43M0.4%N/A0.115%
8/15/2026 Freestone Grove Partners LP9,470$2.18M0.0%N/A0.027%
8/15/2026 Caisse de depot et placement du Quebec4,080$939K0.0%N/A0.011%
8/15/2026 Man Group plc3,340$768K0.0%N/A0.009%
8/15/2026 Jupiter Topco LLC16,105$3.71M0.0%N/A0.045%
8/14/2026 Hsbc Holdings PLC87,108$20.04M0.0%N/A0.245%
8/14/2026 PDT Partners LLC3,000$690K0.0%N/A0.008%
8/14/2026 Canada Pension Plan Investment Board31,860$7.33M0.0%N/A0.090%
8/14/2026 Legal & General Group Plc65,071$14.97M0.0%N/A0.183%
8/14/2026 The Manufacturers Life Insurance Company27,064$6.23M0.0%N/A0.076%
8/14/2026 Sone Capital Management LLC64,630$14.87M1.1%N/A0.182%
8/14/2026 Algert Global LLC35,240$8.11M0.1%+59.4%0.099%
8/13/2026 D.B. Root & Company LLC2,235$514K0.1%N/A0.006%
8/13/2026 Cibc World Market Inc.10,635$2.45M0.0%N/A0.030%
8/13/2026 OMERS ADMINISTRATION Corp8,180$1.88M0.0%N/A0.023%
8/13/2026 Sanctuary Advisors LLC12,988$2.99M0.0%N/A0.037%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.198,297$45.62M0.1%N/A0.557%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.11,829$2.72M0.1%N/A0.033%
8/13/2026 Te Ahumairangi Investment Management Ltd15,817$3.64M0.6%N/A0.044%
8/13/2026 Globeflex Capital L P499$115K0.0%N/A0.001%
8/13/2026 Bank of Nova Scotia1,776$409K0.0%N/A0.005%
8/12/2026 Hudson Portfolio Management LLC1,275$293K0.2%N/A0.004%
8/12/2026 Elevation Point Wealth Partners LLC943$217K0.0%N/A0.003%
8/12/2026 Commerce Bank3,546$816K0.0%N/A0.010%
8/12/2026 GQG Partners LLC21,296$4.90M0.0%N/A0.060%
8/12/2026 Northwestern Mutual Wealth Management Co.2,960$681K0.0%N/A0.008%
8/12/2026 Evolve Private Wealth LLC3,315$763K0.0%N/A0.009%
8/12/2026 Westpac Banking Corp1,430$329K0.0%N/A0.004%
8/12/2026 EP Wealth Advisors LLC1,404$323K0.0%N/A0.004%
8/12/2026 Ieq Capital LLC74,386$17.12M0.1%N/A0.209%
8/12/2026 Heron Bay Capital Management196,176$45.14M4.1%N/A0.552%
8/12/2026 Callan Family Office LLC1,450$334K0.0%N/A0.004%
8/11/2026 Paralel Advisors LLC10,624$2.44M0.1%N/A0.030%
8/11/2026 Allworth Financial LP2,566$590K0.0%N/A0.007%
8/11/2026 Fairtree Asset Management Pty Ltd7,602$1.75M0.7%N/A0.021%
8/11/2026 Vise Technologies Inc.2,186$503K0.0%N/A0.006%
8/11/2026 Aurora Investment Counsel8,616$1.98M1.0%N/A0.024%
8/10/2026 West Family Investments Inc.1,330$306K0.1%N/A0.004%
8/10/2026 Empirical Asset Management LLC2,399$552K0.1%N/A0.007%
8/10/2026 Danske Bank A S280$64K0.0%N/A0.001%
8/8/2026 Wealthfront Advisers LLC1,389$320K0.0%N/A0.004%
8/8/2026 Alamar Capital Management LLC7,145$1.64M0.8%N/A0.020%
8/8/2026 Equity Investment Corp285,233$65.63M1.3%N/A0.802%
8/8/2026 Meeder Advisory Services Inc.910$209K0.0%N/A0.003%
8/7/2026 Citizens Financial Group Inc. RI2,439$561K0.0%N/A0.007%
8/7/2026 BlackRock Inc.2,858,389$657.66M0.0%N/A8.036%
8/7/2026 Pallas Capital Advisors LLC3,779$869K0.0%N/A0.011%
8/7/2026 Deutsche Bank AG187,400$43.12M0.0%N/A0.527%
8/7/2026 Perigon Wealth Management LLC1,807$416K0.0%N/A0.005%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.65,443$15.06M0.0%N/A0.184%
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8/7/2026 OneDigital Investment Advisors LLC4,138$952K0.0%N/A0.012%
8/7/2026 Simplicity Wealth LLC986$227K0.0%N/A0.003%
8/7/2026 Longfellow Investment Management Co. LLC4,000$920K0.2%N/A0.011%
8/6/2026 Global Retirement Partners LLC670$154K0.0%N/A0.002%
8/6/2026 Fielder Capital Group LLC1,461$336K0.1%N/A0.004%
8/6/2026 Bank of New York Mellon Corp298,101$68.59M0.0%N/A0.838%
8/6/2026 Focus Partners Advisor Solutions LLC4,834$1.11M0.0%N/A0.014%
7/10/2026 Tema ETFs LLC669$154K0.0%+8.1%0.002%
7/10/2026 Handelsbanken Fonder AB12,631$2.91M0.0%-8.0%0.036%
7/9/2026 Harrell Investment Partners LLC1,561$359K0.1%+11.2%0.004%


FDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 912 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were California State Teachers Retirement System ($2.24B), 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), and Loomis Sayles & Co. L P ($433.88M).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 775 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), California State Teachers Retirement System ($9.69M), Bamco Inc. NY ($5.27M), BlackRock Inc. ($2.86M), Bank of America Corp DE ($1.02M), AQR Capital Management LLC ($689.89K), and Norges Bank ($620.78K).

Institutional investors have bought a total of 43,019,685 shares in the last 24 months. This purchase volume represents approximately $11.20B 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 7,101,812 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 9/4/2026. New 13F filings are added each quarter as they're published.
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