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Micron Action Comes To A Simmer Ahead Of Q2 Results
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
5 Best Dividend Capture Stocks
Urgent Warning (Ad)
Closing prices for crude oil, gold and other commodities
Dividend King Genuine Parts Company Upgraded On Profit Guidance
Urgent Warning (Ad)
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Urgent Warning (Ad)
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Micron Action Comes To A Simmer Ahead Of Q2 Results
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
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Urgent Warning (Ad)
Closing prices for crude oil, gold and other commodities
Dividend King Genuine Parts Company Upgraded On Profit Guidance
Urgent Warning (Ad)
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Micron Action Comes To A Simmer Ahead Of Q2 Results
NYSE:FDS

FactSet Research Systems - FDS Institutional Ownership

$398.86
+6.27 (+1.60%)
(As of 03/24/2023 12:00 AM ET)
Add
Compare
Today's Range
$381.92
$399.95
50-Day Range
$392.59
$435.27
52-Week Range
$345.92
$474.13
Volume
498,955 shs
Average Volume
250,425 shs
Market Capitalization
$15.26 billion
P/E Ratio
36.33
Dividend Yield
0.89%
Price Target
$450.14

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

Current
Institutional Ownership
Percentage
89.98%
Number of
Institutional Buyers
(last 12 months)
462
Total
Institutional Inflows
(last 12 months)
$1.71 B
Number of
Institutional Sellers
(last 12 months)
374
Total
Institutional Outflows
(last 12 months)
$1.52 B
Skip Chart & View Institutional Buying and Selling Data

FDS Institutional Buying and Selling by Quarter

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FactSet Research Systems Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/10/2023Victory Capital Management Inc.90,205$36.19M0.0%-6.5%0.236%
3/6/2023Rockefeller Capital Management L.P.20,792$8.34M0.0%-80.1%0.054%
2/28/2023Voya Investment Management LLC24,748$9.93M0.0%+0.4%0.065%
2/28/2023Trust Investment Advisors1,630$0.65M0.3%N/A0.004%
2/24/2023Natixis2,963$1.19M0.0%+26.7%0.008%
2/21/2023Macquarie Group Ltd.2,990$1.20M0.0%-14.9%0.008%
2/21/2023Northwestern Mutual Wealth Management Co.2,210$0.89M0.0%+9.1%0.006%
2/21/2023Northwestern Mutual Investment Management Company LLC1,194$0.48M0.0%-15.4%0.003%
2/21/2023National Pension Service56,621$22.72M0.0%-2.9%0.148%
2/17/2023Truist Financial Corp35,981$14.44M0.0%-6.3%0.094%
2/17/2023Compass Wealth Management LLC103$41K0.0%N/A0.000%
2/17/2023Linden Thomas Advisory Services LLC8,767$3.52M1.0%N/A0.023%
2/16/2023Axxcess Wealth Management LLC1,331$0.53M0.0%N/A0.003%
2/16/2023Alliancebernstein L.P.47,771$19.17M0.0%-4.7%0.125%
2/16/2023Altshuler Shaham Ltd76$30K0.0%-48.3%0.000%
2/16/2023Point72 Middle East FZE8,187$3.29M0.1%N/A0.021%
2/15/2023Public Employees Retirement System of Ohio21,990$8.82M0.0%-5.3%0.057%
2/15/2023Steward Partners Investment Advisory LLC8,409$3.37M0.1%-2.0%0.022%
2/15/2023CI Private Wealth LLC3,696$1.49M0.0%N/A0.010%
2/15/2023Metropolitan Life Insurance Co NY2,151$0.86M0.0%-2.9%0.006%
2/15/2023MetLife Investment Management LLC11,457$4.60M0.0%-1.7%0.030%
2/15/2023State of Tennessee Treasury Department5,836$2.34M0.0%-43.8%0.015%
2/15/2023Utah Retirement Systems6,747$2.71M0.0%-1.1%0.018%
2/15/2023Captrust Financial Advisors4,971$2M0.0%+7.4%0.013%
2/15/2023Lazard Asset Management LLC42,115$16.90M0.0%-20.9%0.110%
2/15/20231832 Asset Management L.P.3,519$1.41M0.0%+4.5%0.009%
2/15/2023Cerity Partners LLC788$0.32M0.0%N/A0.002%
2/15/2023State of Wisconsin Investment Board25,736$10.33M0.0%+19.8%0.067%
2/15/2023Schonfeld Strategic Advisors LLC44,777$17.97M0.1%+813.4%0.117%
2/15/2023Squarepoint Ops LLC7,952$3.19M0.0%N/A0.021%
2/15/2023Stokes Family Office LLC594$0.24M0.0%-6.5%0.002%
2/15/2023StonePine Asset Management Inc.16,901$6.78M1.3%N/A0.044%
2/15/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA4,505$1.91M0.0%-0.7%0.012%
2/15/2023Legal & General Group Plc282,976$113.53M0.0%-4.8%0.740%
2/15/2023Liontrust Investment Partners LLP2,000$0.80M0.0%-50.0%0.005%
2/15/2023Mackenzie Financial Corp6,565$2.63M0.0%-1.2%0.017%
2/15/2023Millennium Management LLC39,628$15.90M0.0%-92.3%0.104%
2/15/2023Money Concepts Capital Corp265$0.11M0.0%+248.7%0.001%
2/15/2023Morgan Stanley718,288$288.19M0.0%+171.6%1.878%
2/15/2023Man Group plc36,802$14.77M0.1%+61.1%0.096%
2/15/2023Mariner LLC11,675$4.71M0.0%+4.0%0.031%
2/15/2023Meridian Wealth Management LLC1,126$0.45M0.0%N/A0.003%
2/15/2023Nissay Asset Management Corp Japan ADV4,202$1.69M0.0%-8.8%0.011%
2/15/2023Norges Bank85,179$34.18M0.0%N/A0.223%
2/15/2023Echo Street Capital Management LLC316,202$126.86M1.2%-16.1%0.827%
2/15/2023Fairfield Bush & CO.760$0.31M0.2%N/A0.002%
2/15/2023Fjarde AP Fonden Fourth Swedish National Pension Fund5,213$2.09M0.0%-58.4%0.014%
2/15/2023AQR Capital Management LLC4,679$1.88M0.0%-60.8%0.012%
2/15/2023Bamco Inc. NY2,679,441$1.08B3.6%-0.2%7.005%
2/15/2023American Capital Management Inc.239,220$95.98M3.8%-2.7%0.625%
2/15/2023Earnest Partners LLC83,338$33.44M0.2%+2.0%0.218%
2/15/2023Axxcess Wealth Management LLC1,331$0.53M0.0%N/A0.003%
2/15/2023Caisse DE Depot ET Placement DU Quebec64,070$25.71M0.1%-16.0%0.168%
2/15/2023Jefferies Financial Group Inc.3,469$1.37M0.0%N/A0.009%
2/14/2023Point72 Europe London LLP11,800$4.73M1.2%-45.6%0.031%
2/14/2023Point72 Asset Management L.P.12,400$4.98M0.0%-78.6%0.032%
2/14/2023Advisor Partners II LLC1,368$0.55M0.0%+16.1%0.004%
2/14/2023Cognios Beta Neutral Large Cap Fund LP2,101$0.84M0.8%N/A0.005%
2/14/2023Alyeska Investment Group L.P.31,777$12.75M0.1%-47.9%0.083%
2/14/2023Junto Capital Management LP98,189$39.39M1.1%-30.7%0.257%
2/14/2023Price T Rowe Associates Inc. MD212,127$85.11M0.0%+0.7%0.555%
2/14/2023Meiji Yasuda Asset Management Co Ltd.6,489$2.60M0.1%+44.9%0.017%
2/14/2023Putnam Investments LLC8,530$3.42M0.0%-0.5%0.022%
2/14/2023Cetera Advisor Networks LLC2,395$0.96M0.0%+93.8%0.006%
2/14/2023Cetera Investment Advisers1,659$0.67M0.0%+47.2%0.004%
2/14/2023Amundi508,493$209.47M0.1%+27.4%1.329%
2/14/2023Marshall Wace LLP19,888$7.98M0.0%N/A0.052%
2/14/2023Two Sigma Advisers LP49,000$19.66M0.1%N/A0.128%
2/14/2023Campbell & CO Investment Adviser LLC544$0.22M0.1%-40.5%0.001%
2/14/2023Two Sigma Investments LP33,681$13.51M0.0%N/A0.088%
2/14/2023Allstate Investment Management Co.1,246$0.50M0.0%N/A0.003%
2/14/20232Xideas AG5,024$2.02M0.2%-1.5%0.013%
2/14/2023Engineers Gate Manager LP5,206$2.09M0.1%+493.6%0.014%
2/14/2023Townsquare Capital LLC11,610$4.66M0.1%+19.6%0.030%
2/13/2023Moran Wealth Management LLC24,063$9.65M0.4%N/A0.063%
2/13/2023Pathstone Family Office LLC2,069$0.84M0.0%-7.9%0.005%
2/13/2023Gyon Technologies Capital Management LP1,590$0.64M0.2%-58.0%0.004%
2/13/2023First Republic Investment Management Inc.6,399$2.57M0.0%+12.5%0.017%
2/13/2023Charles Schwab Investment Management Inc.337,101$135.25M0.0%+3.8%0.881%
2/13/2023Deutsche Bank AG144,944$58.15M0.0%+33.5%0.379%
2/13/2023Brown Advisory Inc.8,107$3.25M0.0%+3.2%0.021%
2/13/2023Baird Financial Group Inc.23,189$9.30M0.0%+7.4%0.061%
2/13/2023Kingsview Wealth Management LLC5,762$2.31M0.1%-2.9%0.015%
2/13/2023BOKF NA5,054$2.03M0.0%-1.4%0.013%
2/13/2023CIBC Asset Management Inc5,332$2.14M0.0%+6.3%0.014%
2/13/2023Bessemer Group Inc.351$0.14M0.0%-59.4%0.001%
2/13/2023Thematics Asset Management17,647$7.08M0.4%N/A0.046%
2/13/2023Panagora Asset Management Inc.3,783$1.52M0.0%+55.2%0.010%
2/13/2023Natixis Investment Managers International4,342$1.74M0.1%-3.9%0.011%
2/13/2023Natixis4,190$1.68M0.0%+79.2%0.011%
2/13/2023Seeyond2,448$0.98M0.1%-39.9%0.006%
2/13/2023Ossiam1,930$0.77M0.0%-51.3%0.005%
2/13/2023Wells Fargo & Company MN1,589,101$637.56M0.2%-0.6%4.155%
2/13/2023Barclays PLC73,882$29.64M0.0%+11.2%0.193%
2/13/2023The Manufacturers Life Insurance Company 27,513$11.04M0.0%-2.0%0.072%
2/13/2023Seven Eight Capital LP1,417$0.57M0.1%N/A0.004%
2/13/2023ExodusPoint Capital Management LP13,449$5.40M0.1%-49.5%0.035%
2/13/2023Credit Suisse AG83,269$33.41M0.0%+6.6%0.218%
2/13/2023Martingale Asset Management L P655$0.26M0.0%-73.5%0.002%
2/13/2023Neuberger Berman Group LLC6,444$2.59M0.0%-1.2%0.017%
(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, 767 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($25.72B), Vanguard Group Inc. ($1.79B), BlackRock Inc. ($1.32B), Bamco Inc. NY ($1.08B), State Street Corp ($760.79M), Loomis Sayles & Co. L P ($737.36M), and Wells Fargo & Company MN ($637.56M).Learn more on FDS's institutional investors.

What percentage of FactSet Research Systems stock is owned by institutional investors?

89.98% 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 676 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 ($0.58M), State Street Corp ($0.57M), Ninety One UK Ltd ($0.29M), Geode Capital Management LLC ($0.28M), Millennium Management LLC ($0.26M), Boston Trust Walden Corp ($0.18M), and Amundi ($0.17M).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 9,180,562 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

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

Of the 483 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: BlackRock Inc. ($1.17M), Millennium Management LLC ($0.65M), Loomis Sayles & Co. L P ($0.48M), Kayne Anderson Rudnick Investment Management LLC ($0.47M), Morgan Stanley ($0.33M), Neuberger Berman Group LLC ($0.20M), and Sumitomo Mitsui Trust Holdings Inc. ($0.18M).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 9,095,329 shares in the last 24 months. This volume of shares sold represents approximately $3.58B in transactions.

This page (NYSE:FDS) was last updated on 3/25/2023 by MarketBeat.com Staff