NYSE:FDS

FactSet Research Systems Institutional Ownership

$383.77

+0.02 (+0.01 %)

(As of 09/15/2021 04:00 PM ET)

Add

Compare

Today's Range

$381.00

▼

$385.07

50-Day Range

$335.50

▼

$386.91

52-Week Range

$294.21

▼

$390.96

Volume139,114 shs

Average Volume203,071 shs

Market Capitalization$14.50 billion

P/E Ratio38.26

Dividend Yield0.85%

Beta0.8

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

Institutional Ownership Percentage: 87.49%

Institutional Buying and Selling by Quarter

FactSet Research Systems (NYSE FDS) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/13/2021	Bank of America Corp DE	682,048	$228.90M	0.0%	-2.3%	1.805%
9/3/2021	Parametric Portfolio Associates LLC	122,322	$41.05M	0.0%	+2.0%	0.324%
8/30/2021	B. Metzler seel. Sohn & Co. Holding AG	1,025	$0.34M	0.0%	-13.2%	0.003%
8/26/2021	Comerica Bank	23,008	$8.40M	0.1%	-6.7%	0.061%
8/25/2021	Marshall Wace LLP	47,174	$15.83M	0.1%	+119.8%	0.125%
8/23/2021	Morgan Stanley	944,784	$317.08M	0.0%	+7.0%	2.501%
8/20/2021	Jefferies Group LLC	803	$0.27M	0.0%	N/A	0.002%
8/19/2021	Thrivent Financial for Lutherans	57,748	$19.38M	0.0%	+28.2%	0.153%
8/17/2021	HM Payson & Co.	1,246	$0.42M	0.0%	+16.4%	0.003%
8/17/2021	Wells Fargo & Company MN	1,680,724	$564.07M	0.1%	-4.4%	4.449%

8/17/2021	KB Financial Partners LLC	667	$0.22M	0.1%	+33.4%	0.002%
8/17/2021	National Pension Service	3,090	$1.04M	0.0%	+13.5%	0.008%
8/17/2021	Kingsview Wealth Management LLC	863	$0.29M	0.0%	+9.7%	0.002%
8/17/2021	Invesco Ltd.	110,258	$37M	0.0%	-15.3%	0.292%
8/17/2021	Metropolitan Life Insurance Co NY	8,740	$2.93M	0.0%	+97,011.1%	0.023%
8/17/2021	Millennium Management LLC	118,358	$39.72M	0.0%	+22.2%	0.313%
8/17/2021	Man Group plc	18,961	$6.36M	0.0%	+76.6%	0.050%
8/17/2021	MetLife Investment Management LLC	18,914	$6.35M	0.0%	-3.6%	0.050%
8/17/2021	Price T Rowe Associates Inc. MD	113,281	$38.02M	0.0%	-6.1%	0.300%
8/17/2021	Prudential Financial Inc.	4,129	$1.39M	0.0%	-33.0%	0.011%
8/17/2021	Paloma Partners Management Co	2,895	$0.97M	0.0%	+6.2%	0.008%
8/17/2021	Balyasny Asset Management LLC	8,219	$2.76M	0.0%	N/A	0.022%
8/17/2021	Bel Air Investment Advisors LLC	102,363	$34.35M	1.0%	+2.1%	0.271%
8/17/2021	Boothbay Fund Management LLC	889	$0.30M	0.0%	N/A	0.002%
8/17/2021	Border to Coast Pensions Partnership Ltd	105,886	$25.72B	0.4%	N/A	0.280%
8/16/2021	Squarepoint Ops LLC	3,786	$1.27M	0.0%	+19.4%	0.010%
8/16/2021	AQR Capital Management LLC	29,959	$10.05M	0.0%	+256.1%	0.079%
8/16/2021	Bank of America Corp DE	682,048	$228.90M	0.0%	-2.3%	1.805%
8/16/2021	Amalgamated Bank	29,838	$10.01M	0.1%	+314.3%	0.079%
8/16/2021	UBS Asset Management Americas Inc.	204,481	$68.63M	0.0%	-6.9%	0.541%
8/16/2021	FORA Capital LLC	2,779	$0.93M	0.2%	N/A	0.007%
8/16/2021	Cubist Systematic Strategies LLC	18,754	$6.29M	0.1%	-42.6%	0.050%
8/16/2021	Disciplined Growth Investors Inc. MN	42,733	$14.34M	0.3%	-67.0%	0.113%
8/16/2021	Dark Forest Capital Management LP	547	$0.18M	0.1%	N/A	0.001%
8/16/2021	California State Teachers Retirement System	67,216	$22.56M	0.0%	-2.1%	0.178%
8/16/2021	Prana Capital Management LP	18,683	$6.27M	0.4%	-52.0%	0.049%
8/16/2021	Occudo Quantitative Strategies LP	4,216	$1.42M	0.2%	-29.2%	0.011%
8/16/2021	First Trust Advisors LP	13,934	$4.68M	0.0%	+20.3%	0.037%
8/16/2021	Public Employees Retirement System of Ohio	22,987	$7.72M	0.0%	+7.7%	0.061%
8/16/2021	Assetmark Inc.	73,751	$24.75M	0.1%	-15.0%	0.195%
8/16/2021	Royal Bank of Canada	67,587	$22.68M	0.0%	+9.4%	0.179%
8/16/2021	Formidable Asset Management LLC	4,987	$1.70M	0.4%	-1.8%	0.013%
8/16/2021	Tudor Investment Corp Et Al	4,489	$1.51M	0.0%	+290.7%	0.012%
8/16/2021	Morgan Stanley	944,784	$317.08M	0.0%	+7.0%	2.501%
8/16/2021	Amundi	57,368	$19.25M	0.0%	N/A	0.152%
8/16/2021	Credit Suisse AG	62,772	$21.10M	0.0%	+1.3%	0.166%
8/16/2021	Schonfeld Strategic Advisors LLC	21,042	$7.06M	0.1%	+9.6%	0.056%
8/16/2021	Echo Street Capital Management LLC	644,398	$216.27M	1.7%	+10.3%	1.706%
8/16/2021	Charles Schwab Investment Management Inc.	219,452	$73.65M	0.0%	+3.3%	0.581%
8/16/2021	Utah Retirement Systems	7,268	$2.44M	0.0%	+2.2%	0.019%
8/16/2021	Andra AP fonden	18,900	$6.34M	0.1%	+31.3%	0.050%
8/16/2021	Jefferies Group LLC	803	$0.27M	0.0%	N/A	0.002%
8/16/2021	State Street Corp	1,544,771	$518.44M	0.0%	+6.7%	4.089%
8/16/2021	Nuveen Asset Management LLC	217,057	$72.85M	0.0%	+19.6%	0.575%
8/16/2021	Baldwin Investment Management LLC	772	$0.26M	0.0%	N/A	0.002%
8/16/2021	Federated Hermes Inc.	7,500	$2.52M	0.0%	-0.5%	0.020%
8/16/2021	Goldman Sachs Group Inc.	149,242	$50.09M	0.0%	-20.0%	0.395%
8/16/2021	Kesler Norman & Wride LLC	5,381	$1.92M	0.4%	-56.6%	0.014%
8/16/2021	M&T Bank Corp	11,031	$3.70M	0.0%	-0.5%	0.029%
8/16/2021	Macquarie Group Ltd.	7,327	$2.46M	0.0%	+115.4%	0.019%
8/16/2021	Marshall Wace LLP	47,174	$15.83M	0.1%	+119.8%	0.125%
8/16/2021	Mirabella Financial Services LLP	888	$0.30M	0.1%	-66.2%	0.002%
8/16/2021	MML Investors Services LLC	1,460	$0.49M	0.0%	+2.6%	0.004%
8/16/2021	Allianz Asset Management GmbH	5,413	$1.82M	0.0%	-61.7%	0.014%
8/13/2021	Kayne Anderson Rudnick Investment Management LLC	1,327,033	$445.37M	1.1%	-18.5%	3.513%
8/13/2021	Steward Partners Investment Advisory LLC	5,196	$1.74M	0.0%	-0.7%	0.014%
8/13/2021	Ontario Teachers Pension Plan Board	1,135	$0.38M	0.0%	N/A	0.003%
8/13/2021	Northern Trust Corp	388,031	$130.23M	0.0%	-7.3%	1.027%
8/13/2021	Caisse DE Depot ET Placement DU Quebec	31,520	$10.58M	0.0%	+3,307.6%	0.083%
8/13/2021	American Capital Management Inc.	253,171	$84.97M	2.4%	0.0%	0.670%
8/13/2021	PEAK6 Investments LLC	891	$0.30M	0.0%	-181.0%	0.002%
8/13/2021	Virginia Retirement Systems ET AL	51,800	$17.39M	0.2%	-0.4%	0.137%
8/13/2021	Natixis	1,389	$0.47M	0.0%	-4.9%	0.004%
8/13/2021	APG Asset Management N.V.	4,603	$1.30M	0.0%	-30.3%	0.012%
8/13/2021	Kensington Investment Counsel LLC	5,260	$1.77M	1.2%	+2.5%	0.014%
8/13/2021	Lincoln National Corp	1,312	$0.44M	0.0%	+2.5%	0.003%
8/13/2021	Neuberger Berman Group LLC	5,229	$1.71M	0.0%	-96.6%	0.014%
8/13/2021	California Public Employees Retirement System	85,374	$28.65M	0.0%	-0.5%	0.226%
8/13/2021	LPL Financial LLC	20,490	$6.88M	0.0%	+13.9%	0.054%
8/13/2021	Franklin Resources Inc.	22,102	$7.42M	0.0%	-33.1%	0.059%
8/13/2021	Stifel Financial Corp	36,354	$12.21M	0.0%	+0.6%	0.096%
8/13/2021	Bamco Inc. NY	2,682,272	$900.20M	2.1%	0.0%	7.100%
8/13/2021	Ensign Peak Advisors Inc	46,180	$15.50M	0.0%	-2.5%	0.122%
8/13/2021	Toronto Dominion Bank	5,438	$1.82M	0.0%	+5.9%	0.014%
8/13/2021	Qube Research & Technologies Ltd	24,940	$8.37M	0.1%	+221.9%	0.066%
8/13/2021	AXA S.A.	18,757	$6.30M	0.0%	-5.9%	0.050%
8/13/2021	Northwestern Mutual Investment Management Company LLC	6,304	$2.12M	0.0%	-0.5%	0.017%
8/13/2021	Geode Capital Management LLC	586,308	$196.54M	0.0%	+2.5%	1.552%
8/13/2021	Vanguard Group Inc.	3,653,504	$1.23B	0.0%	-1.5%	9.670%
8/13/2021	Northwestern Mutual Wealth Management Co.	1,378	$0.46M	0.0%	+18.2%	0.004%
8/13/2021	FMR LLC	43,375	$14.56M	0.0%	+6.5%	0.115%
8/13/2021	ProShare Advisors LLC	60,925	$20.45M	0.1%	+8.6%	0.161%
8/13/2021	Fuller & Thaler Asset Management Inc.	80	$27K	0.0%	-52.9%	0.000%
8/12/2021	Profund Advisors LLC	2,296	$0.77M	0.0%	-3.5%	0.006%
8/12/2021	Tiedemann Advisors LLC	600	$0.20M	0.0%	N/A	0.002%
8/12/2021	Private Advisor Group LLC	1,229	$0.41M	0.0%	+2.5%	0.003%
8/12/2021	Atlanta Capital Management Co. L L C	407,753	$136.85M	0.5%	+0.2%	1.079%
8/12/2021	Lazard Asset Management LLC	10,884	$3.65M	0.0%	+0.3%	0.029%
8/12/2021	AlphaCrest Capital Management LLC	3,261	$1.09M	0.0%	+3.2%	0.009%
8/12/2021	Healthcare of Ontario Pension Plan Trust Fund	3,000	$1.01M	0.0%	N/A	0.008%

(Data available from 1/1/2016 forward)

FactSet Research Systems (NYSE:FDS) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of FactSet Research Systems?

During the previous two years, 594 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), BlackRock Inc. ($1.38B), Vanguard Group Inc. ($1.23B), Bamco Inc. NY ($900.20M), Loomis Sayles & Co. L P ($748.31M), Wells Fargo & Company MN ($564.07M), and State Street Corp ($518.44M).Learn more on FDS's institutional investors

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

87.49% 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 513 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: State Street Corp ($0.77M), Norges Bank ($0.40M), BlackRock Inc. ($0.23M), AustralianSuper Pty Ltd ($0.19M), Boston Trust Walden Corp ($0.17M), Kayne Anderson Rudnick Investment Management LLC ($0.17M), and Nordea Investment Management AB ($0.17M).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 6,925,969 shares in the last 24 months. This purchase volume represents approximately $27.76B in transactions.

Which FactSet Research Systems institutionals have been selling company stock?

Of the 374 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 ($0.60M), BlackRock Inc. ($0.57M), Renaissance Technologies LLC ($0.35M), Disciplined Growth Investors Inc. MN ($0.34M), Neuberger Berman Group LLC ($0.31M), Kayne Anderson Rudnick Investment Management LLC ($0.30M), and Wellington Management Group LLP ($0.28M).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 7,491,572 shares in the last 24 months. This volume of shares sold represents approximately $2.27B in transactions.

This page was last updated on 9/16/2021 by MarketBeat.com Staff

30 Days of MarketBeat All Access for $1.00

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your Risk-Free Trial Subscription Here

Your Ultimate Investing Toolkit

Just $1.00 for your first month.