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FactSet Research Systems (FDS) Institutional Ownership

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$455.56 +0.94 (+0.21%)
As of 03:03 PM 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)
482
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
364
Total
Institutional Outflows
(last 12 months)
$1.37B
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FDS Institutional Buying and Selling by Quarter

FactSet Research Systems Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/12/2025Mizuho Markets Americas LLC2,848$1.30M0.0%N/A0.008%
5/12/2025Mizuho Securities USA LLC3,045$1.38M0.0%-15.4%0.008%
5/12/2025Benjamin Edwards Inc.1,998$909K0.0%+1.8%0.005%
5/12/2025JPMorgan Chase & Co.505,761$229.94M0.0%+0.9%1.333%
5/12/2025Townsquare Capital LLC18,350$8.34M0.1%-27.7%0.048%
5/12/2025Everett Harris & Co. CA148,361$67.45M0.9%-1.0%0.391%
5/12/2025Forsta AP Fonden12,900$5.87M0.0%+27.7%0.034%
5/12/2025Nicholson Wealth Management Group LLC3,371$1.53M1.0%+2.6%0.009%
5/12/2025Savvy Advisors Inc.659$300K0.0%N/A0.002%
5/12/2025National Bank of Canada FI28,364$12.89M0.0%-9.1%0.075%
5/12/2025Citigroup Inc.72,773$33.09M0.0%+88.3%0.192%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.528,045$240.07M0.2%+4.4%1.392%
5/12/2025Maryland State Retirement & Pension System1,778$808K0.0%-15.5%0.005%
5/9/2025 Deutsche Bank AG189,577$86.19M0.0%+6.9%0.500%
5/9/2025 Charles Schwab Investment Management Inc.396,173$180.12M0.0%+3.6%1.044%
5/9/2025 ASR Vermogensbeheer N.V.1,126$512K0.0%N/A0.003%
5/9/2025 Strategy Asset Managers LLC790$359K0.1%+5.9%0.002%
5/9/2025 Roberts Glore & Co. Inc. IL897$408K0.1%-5.3%0.002%
5/9/2025 Jensen Investment Management Inc.10,400$4.73M0.1%-13.3%0.027%
5/9/2025 Vanguard Group Inc.4,795,354$2.18B0.0%+3.0%12.637%
5/9/2025 Intrust Bank NA585$266K0.0%-26.2%0.002%
5/9/2025 Atria Wealth Solutions Inc.1,280$582K0.0%N/A0.003%
5/9/2025 New Age Alpha Advisors LLC4,735$2.15M0.1%-48.6%0.012%
5/9/2025 Blair William & Co. IL2,295$1.04M0.0%-2.7%0.006%
5/9/2025 Argent Trust Co1,144$520K0.0%-5.8%0.003%
5/9/2025 J. Safra Sarasin Holding AG2,090$950K0.0%-8.1%0.006%
5/9/2025 Bank of Nova Scotia3,972$1.81M0.0%-21.7%0.010%
5/9/2025 Banco Santander S.A.11,023$5.01M0.1%+22.1%0.029%
5/9/2025 United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund700$318K0.0%-53.3%0.002%
5/9/2025 Klein Pavlis & Peasley Financial Inc.1,937$885K0.6%+7.9%0.005%
5/9/2025 PNC Financial Services Group Inc.27,472$12.49M0.0%-0.8%0.072%
5/8/2025 TIAA Trust National Association450$205K0.0%-14.8%0.001%
5/8/2025 Commerce Bank11,289$5.13M0.0%+1.7%0.030%
5/8/2025 Hartford Investment Management Co.2,319$1.05M0.0%-1.0%0.006%
5/8/2025 Bank of Jackson Hole Trust95$44K0.0%+187.9%0.000%
5/8/2025 US Bancorp DE9,510$4.32M0.0%-24.3%0.025%
5/8/2025 Natixis Advisors LLC92,337$41.98M0.1%-10.7%0.243%
5/8/2025 SlateStone Wealth LLC1,465$666K0.1%N/A0.004%
5/8/2025 XTX Topco Ltd4,769$2.17M0.1%N/A0.013%
5/8/2025 Federated Hermes Inc.167$76K0.0%N/A0.000%
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5/7/2025 Meeder Advisory Services Inc.942$428K0.0%-3.0%0.002%
5/7/2025 Fiera Capital Corp260,914$118.62M0.4%-8.6%0.688%
5/7/2025 Norden Group LLC1,296$589K0.1%-61.3%0.003%
5/7/2025 Mackenzie Financial Corp7,476$3.40M0.0%+21.3%0.020%
5/7/2025 LPL Financial LLC83,515$37.97M0.0%+9.9%0.220%
5/7/2025 Texas Yale Capital Corp.2,432$1.11M0.0%+67.1%0.006%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 16,450$7.48M0.0%+0.7%0.043%
5/7/2025 Empirical Finance LLC971$441K0.0%+5.9%0.003%
5/7/2025 Security Financial Services INC.666$303K0.1%+11.6%0.002%
5/7/2025 Integrated Investment Consultants LLC3,056$1.39M0.2%+0.8%0.008%
5/7/2025 TD Asset Management Inc22,732$10.34M0.0%-0.1%0.060%
5/7/2025 HB Wealth Management LLC1,427$649K0.0%+172.3%0.004%
5/7/2025 Applied Finance Capital Management LLC1,112$506K0.0%+5.2%0.003%
5/7/2025 Mediolanum International Funds Ltd14,949$6.71M0.1%-37.0%0.039%
5/7/2025 Heartland Advisors Inc.14,929$6.79M0.4%N/A0.039%
5/7/2025 Skandinaviska Enskilda Banken AB publ 8,298$3.77M0.0%+10.7%0.022%
5/6/2025 Pacer Advisors Inc.1,943$883K0.0%-35.9%0.005%
5/6/2025 Cetera Investment Advisers4,989$2.27M0.0%-10.8%0.013%
5/6/2025 Avantax Advisory Services Inc.1,080$491K0.0%-11.0%0.003%
5/6/2025 Journey Strategic Wealth LLC464$211K0.0%-9.0%0.001%
5/6/2025 Hendershot Investments Inc.12,110$5.51M0.7%+0.3%0.032%
5/6/2025 Burney Co.2,538$1.15M0.0%-6.6%0.007%
5/6/2025 Wedbush Securities Inc.716$326K0.0%-8.1%0.002%
5/6/2025 Advisors Preferred LLC1,553$710K0.1%N/A0.004%
5/6/2025 Venturi Wealth Management LLC3,750$1.71M0.1%-0.8%0.010%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich32,590$14.81M0.0%-5.8%0.086%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH85,016$38.65M0.1%+3.9%0.224%
5/6/2025 Y Intercept Hong Kong Ltd1,479$672K0.0%N/A0.004%
5/6/2025 Choreo LLC554$252K0.0%-16.7%0.001%
5/6/2025 PFG Advisors4,455$2.03M0.1%+46.7%0.012%
5/5/2025 HighPoint Advisor Group LLC955$410K0.0%-7.3%0.003%
5/5/2025 Allianz Asset Management GmbH1,857$844K0.0%-49.3%0.005%
5/5/2025 Kestra Private Wealth Services LLC2,061$937K0.0%+2.2%0.005%
5/5/2025 Formidable Asset Management LLC1,839$836K0.1%-2.3%0.005%
5/5/2025 Private Advisor Group LLC1,933$879K0.0%+32.8%0.005%
5/5/2025 Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group2,358$1.07M0.6%N/A0.006%
5/5/2025 Creekmur Asset Management LLC480$218K0.0%N/A0.001%
5/2/2025 Forum Financial Management LP615$280K0.0%+18.7%0.002%
5/2/2025 Kingsview Wealth Management LLC2,705$1.23M0.0%-1.0%0.007%
5/2/2025 Victory Capital Management Inc.21,957$9.98M0.0%-18.5%0.058%
5/2/2025 Larson Financial Group LLC783$356K0.0%+27.1%0.002%
5/2/2025 Wealthfront Advisers LLC2,680$1.22M0.0%+35.1%0.007%
5/2/2025 Whittier Trust Co. of Nevada Inc.10,828$4.92M0.1%+4.3%0.029%
5/2/2025 Whittier Trust Co.20,283$9.22M0.1%+3.7%0.053%
5/2/2025 Sage Private Wealth Group LLC1,162$528K0.4%+3.0%0.003%
5/2/2025 Massachusetts Financial Services Co. MA50,653$23.03M0.0%-87.0%0.133%
5/2/2025 Dakota Wealth Management2,544$1.16M0.0%+1.8%0.007%
5/2/2025 Apollon Wealth Management LLC1,084$493K0.0%+10.8%0.003%
5/2/2025 Signaturefd LLC340$155K0.0%+14.1%0.001%
5/1/2025 Marks Group Wealth Management Inc32,850$14.94M1.4%+4.1%0.087%
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5/1/2025 CWM LLC1,469$668K0.0%-19.6%0.004%
5/1/2025 Dock Street Asset Management Inc.2,377$1.08M0.1%+132.8%0.006%
5/1/2025 TruNorth Capital Management LLC900$409K0.1%N/A0.002%
5/1/2025 Stephens Inc. AR8,578$3.90M0.1%-1.5%0.023%
5/1/2025 New York State Common Retirement Fund24,627$11.20M0.0%-35.1%0.065%
5/1/2025 Mutual of America Capital Management LLC4,421$2.01M0.0%-2.8%0.012%
5/1/2025 Arizona State Retirement System10,998$5M0.0%-0.5%0.029%
5/1/2025 Xponance Inc.6,558$2.98M0.0%+2.3%0.017%
5/1/2025 Kesler Norman & Wride LLC2,993$1.36M0.3%-6.3%0.008%
4/30/2025 Cerity Partners LLC4,540$2.06M0.0%-7.0%0.012%
(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, 828 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 FDS's 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 668 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 Champlain Investment Partners LLC ($179.10K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 7,464,573 shares in the last 24 months. This purchase volume represents approximately $3.33B in transactions.

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

Of the 489 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 ($337.20K), Fiera Capital Corp ($279.16K), Congress Asset Management Co. ($247.98K), Thrivent Financial for Lutherans ($194.95K), Loomis Sayles & Co. L P ($153.88K), and Vaughan Nelson Investment Management L.P. ($127.26K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 4,946,890 shares in the last 24 months. This volume of shares sold represents approximately $2.22B in transactions.



This page (NYSE:FDS) was last updated on 5/12/2025 by MarketBeat.com Staff
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