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FactSet Research Systems (FDS) Institutional Ownership

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$447.94 +0.23 (+0.05%)
Closing price 07/3/2025 03:30 PM Eastern
Extended Trading
$448.16 +0.22 (+0.05%)
As of 07/3/2025 04:20 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)
493
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
7/2/2025 First Financial Bank Trust Division953$426K0.0%-4.0%0.003%
6/18/2025Voya Investment Management LLC26,418$12.01M0.0%-1.7%0.070%
6/4/2025 First Hawaiian Bank4,175$1.90M0.1%-50.4%0.011%
5/29/2025Apeiron RIA LLC945$430K0.1%+6.7%0.002%
5/21/2025Geneos Wealth Management Inc.98$45K0.0%+188.2%0.000%
5/20/2025Belpointe Asset Management LLC788$358K0.0%-4.3%0.002%
5/20/2025Intech Investment Management LLC8,404$3.82M0.0%+7.9%0.022%
5/20/2025Focus Partners Wealth2,369$1.08M0.0%-28.6%0.006%
5/20/2025Glenview Trust co541$246K0.0%-5.6%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC301,336$137.00M0.0%+1.2%0.794%
5/16/2025Woodline Partners LP37,891$17.23M0.1%+1,560.4%0.100%
5/16/2025Empowered Funds LLC972$442K0.0%+27.6%0.003%
5/16/2025MBB Public Markets I LLC720$327K0.0%N/A0.002%
5/16/2025United Services Automobile Association878$394K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.5,286$2.40M0.1%-5.0%0.014%
5/16/2025Great Lakes Advisors LLC751$341K0.0%-91.2%0.002%
5/16/2025Sciencast Management LP7,737$3.52M0.8%+41.4%0.020%
5/16/2025Goldman Sachs Group Inc.169,635$77.12M0.0%-23.8%0.447%
5/16/2025Jones Financial Companies Lllp1,727$785K0.0%+5.6%0.005%
5/16/2025UniSuper Management Pty Ltd5,157$2.35M0.0%+8.4%0.014%
5/16/2025Sepio Capital LP4,396$2.00M0.2%-2.7%0.012%
5/16/2025Petrus Trust Company LTA652$296K0.0%N/A0.002%
5/16/2025Nissay Asset Management Corp Japan ADV5,039$2.29M0.0%+1.1%0.013%
5/16/2025Millennium Management LLC110,409$50.20M0.0%+58.6%0.291%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,040$5.02M0.0%+1.4%0.029%
5/16/2025Integrated Wealth Concepts LLC1,949$886K0.0%-2.2%0.005%
5/16/2025Interval Partners LP23,369$10.62M0.2%+14.8%0.062%
5/16/2025Alliancebernstein L.P.38,972$17.72M0.0%-4.3%0.103%
5/16/2025AQR Capital Management LLC25,022$11.28M0.0%-12.0%0.066%
5/16/2025Amundi353,945$155.46M0.1%-4.4%0.933%
5/16/2025Adage Capital Partners GP L.L.C.14,000$6.37M0.0%-55.3%0.037%
5/15/2025Federation des caisses Desjardins du Quebec10,583$4.82M0.0%+12.9%0.028%
5/15/2025Perbak Capital Partners LLP828$376K0.3%N/A0.002%
5/15/2025FJ Capital Management LLC531$241K0.0%N/A0.001%
5/15/2025Royal Bank of Canada111,976$50.91M0.0%-0.9%0.295%
5/15/2025ICW Investment Advisors LLC4,666$2.12M0.9%+0.7%0.012%
5/15/2025Nomura Holdings Inc.3,562$1.62M0.0%+183.8%0.009%
5/15/2025Baird Financial Group Inc.28,931$13.15M0.0%+3.8%0.076%
5/15/2025Azora Capital LP33,506$15.23M1.0%N/A0.088%
5/15/2025Vident Advisory LLC2,376$1.08M0.0%+86.2%0.006%
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5/15/2025WPG Advisers LLC91$41K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.2,058$936K0.1%N/A0.005%
5/15/2025Lansforsakringar Fondforvaltning AB publ 12,296$5.59M0.0%+0.9%0.032%
5/15/2025OMERS ADMINISTRATION Corp1,510$687K0.0%-10.5%0.004%
5/15/2025BNP Paribas Financial Markets79,596$36.19M0.0%-2.2%0.210%
5/15/2025Beck Bode LLC13,740$6.25M1.2%-1.0%0.036%
5/15/2025Champlain Investment Partners LLC307,297$139.71M1.0%-7.5%0.810%
5/15/2025Earnest Partners LLC64,915$29.51M0.1%-1.0%0.171%
5/14/2025B. Metzler seel. Sohn & Co. AG1,685$766K0.0%-20.0%0.004%
5/14/2025Gabelli Funds LLC15,230$6.92M0.1%+238.4%0.040%
5/14/2025Rafferty Asset Management LLC12,468$5.67M0.0%-7.0%0.033%
5/14/2025FORA Capital LLC5,746$2.61M0.3%N/A0.015%
5/14/2025Corebridge Financial Inc.9,127$4.15M0.0%-3.3%0.024%
5/14/2025Kayne Anderson Rudnick Investment Management LLC1,075,653$489.04M1.2%-13.2%2.835%
5/14/2025Comerica Bank12,419$5.65M0.0%+12.7%0.033%
5/14/2025MetLife Investment Management LLC10,464$4.76M0.0%-1.8%0.028%
5/14/2025Walleye Trading LLC709$322K0.0%+609.0%0.002%
5/14/2025Jump Financial LLC6,056$2.75M0.0%+1,089.8%0.016%
5/14/2025APG Asset Management N.V.26,300$11.07M0.0%-0.8%0.069%
5/14/2025Smartleaf Asset Management LLC156$70K0.0%-23.9%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.3,034$1.38M0.0%-67.8%0.008%
5/14/2025AlphaQuest LLC4,253$1.93M0.2%+1,049.5%0.011%
5/14/2025Allstate Corp2,026$921K0.0%+81.2%0.005%
5/14/2025D.B. Root & Company LLC2,218$1.01M0.3%+2.1%0.006%
5/14/2025Ameriprise Financial Inc.118,789$54.02M0.0%-2.5%0.313%
5/14/2025Norinchukin Bank The1,919$872K0.0%+14.9%0.005%
5/14/2025Candriam S.C.A.4,041$1.84M0.0%-11.3%0.011%
5/14/2025Erste Asset Management GmbH12,873$5.81M0.1%-6.2%0.034%
5/14/2025Credit Agricole S A13,603$6.18M0.0%-4.8%0.036%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.3,637$1.64M0.0%+52.3%0.010%
5/14/2025Van Lanschot Kempen Investment Management N.V.13,636$6.20M0.1%+13.5%0.036%
5/14/2025BI Asset Management Fondsmaeglerselskab A S12,109$5.51M0.1%+819.4%0.032%
5/14/2025Hsbc Holdings PLC109,776$49.81M0.0%+4.1%0.289%
5/14/2025Andina Capital Management LLC907$412K0.3%+23.7%0.002%
5/14/2025Korea Investment CORP17,526$7.97M0.0%+23.2%0.046%
5/13/2025Northern Trust Corp405,616$184.41M0.0%+1.9%1.069%
5/13/2025Brooklyn Investment Group112$51K0.0%+40.0%0.000%
5/13/2025Raymond James Financial Inc.147,316$66.98M0.0%+2.4%0.388%
5/13/2025Cresset Asset Management LLC1,043$474K0.0%-24.4%0.003%
5/13/2025Alliance Wealth Advisors LLC UT1,056$480K0.1%-45.1%0.003%
5/13/2025Gen Wealth Partners Inc3,032$1.38M0.6%+78.0%0.008%
5/13/2025State of New Jersey Common Pension Fund D11,939$5.43M0.0%-10.4%0.031%
5/13/2025American Century Companies Inc.11,374$5.17M0.0%-26.6%0.030%
5/13/2025Ethic Inc.2,541$1.16M0.0%-13.6%0.007%
5/13/2025Aberdeen Group plc30,575$13.80M0.0%-59.3%0.081%
5/13/2025Dimensional Fund Advisors LP269,534$122.53M0.0%+2.3%0.710%
5/13/2025Horizon Investments LLC544$247K0.0%+4.8%0.001%
5/13/2025Kovitz Investment Group Partners LLC9,485$4.31M0.0%+1.1%0.025%
5/13/2025Vestmark Advisory Solutions Inc.10,515$4.78M0.1%+84.3%0.028%
5/13/2025Fjarde AP Fonden Fourth Swedish National Pension Fund10,739$4.88M0.1%-15.0%0.028%
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5/13/2025Tokio Marine Asset Management Co. Ltd.1,096$498K0.0%+4.4%0.003%
5/13/2025Caitong International Asset Management Co. Ltd86$39K0.0%+4,200.0%0.000%
5/13/2025Gulf International Bank UK Ltd2,076$943K0.0%-30.4%0.005%
5/13/2025S Bank Fund Management Ltd864$393K0.1%N/A0.002%
5/13/2025National Pension Service137$62K0.0%-99.8%0.000%
5/13/2025Russell Investments Group Ltd.42,469$19.29M0.0%+35.8%0.112%
5/13/2025Resona Asset Management Co. Ltd.16,041$7.26M0.0%+34.9%0.042%
5/13/2025Callan Family Office LLC745$339K0.0%-61.8%0.002%
5/13/2025HighTower Advisors LLC89,018$40.47M0.1%-5.2%0.235%
5/12/2025Public Sector Pension Investment Board10,193$4.63M0.0%+3.3%0.027%
(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, 839 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 679 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 ($430.09K), International Assets Investment Management LLC ($274.48K), Congress Asset Management Co. MA ($268.02K), PineStone Asset Management Inc. ($261.79K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($213.88K), and Millennium Management LLC ($169.91K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 3,960,433 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

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

Of the 382 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), Fiera Capital Corp ($197.25K), Thrivent Financial for Lutherans ($194.95K), Kayne Anderson Rudnick Investment Management LLC ($190.80K), 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 3,293,083 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.


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This page (NYSE:FDS) was last updated on 7/5/2025 by MarketBeat.com Staff
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