NYSE:FDS

FactSet Research Systems - FDS Institutional Ownership

$398.86

+6.27 (+1.60%)

(As of 03/24/2023 12:00 AM ET)

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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

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

FDS Institutional Buying and Selling by Quarter

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FactSet Research Systems Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/10/2023	Victory Capital Management Inc.	90,205	$36.19M	0.0%	-6.5%	0.236%
3/6/2023	Rockefeller Capital Management L.P.	20,792	$8.34M	0.0%	-80.1%	0.054%
2/28/2023	Voya Investment Management LLC	24,748	$9.93M	0.0%	+0.4%	0.065%
2/28/2023	Trust Investment Advisors	1,630	$0.65M	0.3%	N/A	0.004%
2/24/2023	Natixis	2,963	$1.19M	0.0%	+26.7%	0.008%
2/21/2023	Macquarie Group Ltd.	2,990	$1.20M	0.0%	-14.9%	0.008%

2/21/2023	Northwestern Mutual Wealth Management Co.	2,210	$0.89M	0.0%	+9.1%	0.006%
2/21/2023	Northwestern Mutual Investment Management Company LLC	1,194	$0.48M	0.0%	-15.4%	0.003%
2/21/2023	National Pension Service	56,621	$22.72M	0.0%	-2.9%	0.148%
2/17/2023	Truist Financial Corp	35,981	$14.44M	0.0%	-6.3%	0.094%
2/17/2023	Compass Wealth Management LLC	103	$41K	0.0%	N/A	0.000%
2/17/2023	Linden Thomas Advisory Services LLC	8,767	$3.52M	1.0%	N/A	0.023%
2/16/2023	Axxcess Wealth Management LLC	1,331	$0.53M	0.0%	N/A	0.003%
2/16/2023	Alliancebernstein L.P.	47,771	$19.17M	0.0%	-4.7%	0.125%
2/16/2023	Altshuler Shaham Ltd	76	$30K	0.0%	-48.3%	0.000%
2/16/2023	Point72 Middle East FZE	8,187	$3.29M	0.1%	N/A	0.021%
2/15/2023	Public Employees Retirement System of Ohio	21,990	$8.82M	0.0%	-5.3%	0.057%
2/15/2023	Steward Partners Investment Advisory LLC	8,409	$3.37M	0.1%	-2.0%	0.022%
2/15/2023	CI Private Wealth LLC	3,696	$1.49M	0.0%	N/A	0.010%
2/15/2023	Metropolitan Life Insurance Co NY	2,151	$0.86M	0.0%	-2.9%	0.006%
2/15/2023	MetLife Investment Management LLC	11,457	$4.60M	0.0%	-1.7%	0.030%
2/15/2023	State of Tennessee Treasury Department	5,836	$2.34M	0.0%	-43.8%	0.015%
2/15/2023	Utah Retirement Systems	6,747	$2.71M	0.0%	-1.1%	0.018%
2/15/2023	Captrust Financial Advisors	4,971	$2M	0.0%	+7.4%	0.013%
2/15/2023	Lazard Asset Management LLC	42,115	$16.90M	0.0%	-20.9%	0.110%
2/15/2023	1832 Asset Management L.P.	3,519	$1.41M	0.0%	+4.5%	0.009%
2/15/2023	Cerity Partners LLC	788	$0.32M	0.0%	N/A	0.002%
2/15/2023	State of Wisconsin Investment Board	25,736	$10.33M	0.0%	+19.8%	0.067%
2/15/2023	Schonfeld Strategic Advisors LLC	44,777	$17.97M	0.1%	+813.4%	0.117%
2/15/2023	Squarepoint Ops LLC	7,952	$3.19M	0.0%	N/A	0.021%
2/15/2023	Stokes Family Office LLC	594	$0.24M	0.0%	-6.5%	0.002%
2/15/2023	StonePine Asset Management Inc.	16,901	$6.78M	1.3%	N/A	0.044%
2/15/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	4,505	$1.91M	0.0%	-0.7%	0.012%
2/15/2023	Legal & General Group Plc	282,976	$113.53M	0.0%	-4.8%	0.740%
2/15/2023	Liontrust Investment Partners LLP	2,000	$0.80M	0.0%	-50.0%	0.005%
2/15/2023	Mackenzie Financial Corp	6,565	$2.63M	0.0%	-1.2%	0.017%
2/15/2023	Millennium Management LLC	39,628	$15.90M	0.0%	-92.3%	0.104%
2/15/2023	Money Concepts Capital Corp	265	$0.11M	0.0%	+248.7%	0.001%
2/15/2023	Morgan Stanley	718,288	$288.19M	0.0%	+171.6%	1.878%
2/15/2023	Man Group plc	36,802	$14.77M	0.1%	+61.1%	0.096%

2/15/2023	Mariner LLC	11,675	$4.71M	0.0%	+4.0%	0.031%
2/15/2023	Meridian Wealth Management LLC	1,126	$0.45M	0.0%	N/A	0.003%
2/15/2023	Nissay Asset Management Corp Japan ADV	4,202	$1.69M	0.0%	-8.8%	0.011%
2/15/2023	Norges Bank	85,179	$34.18M	0.0%	N/A	0.223%
2/15/2023	Echo Street Capital Management LLC	316,202	$126.86M	1.2%	-16.1%	0.827%
2/15/2023	Fairfield Bush & CO.	760	$0.31M	0.2%	N/A	0.002%
2/15/2023	Fjarde AP Fonden Fourth Swedish National Pension Fund	5,213	$2.09M	0.0%	-58.4%	0.014%
2/15/2023	AQR Capital Management LLC	4,679	$1.88M	0.0%	-60.8%	0.012%
2/15/2023	Bamco Inc. NY	2,679,441	$1.08B	3.6%	-0.2%	7.005%
2/15/2023	American Capital Management Inc.	239,220	$95.98M	3.8%	-2.7%	0.625%
2/15/2023	Earnest Partners LLC	83,338	$33.44M	0.2%	+2.0%	0.218%
2/15/2023	Axxcess Wealth Management LLC	1,331	$0.53M	0.0%	N/A	0.003%
2/15/2023	Caisse DE Depot ET Placement DU Quebec	64,070	$25.71M	0.1%	-16.0%	0.168%
2/15/2023	Jefferies Financial Group Inc.	3,469	$1.37M	0.0%	N/A	0.009%
2/14/2023	Point72 Europe London LLP	11,800	$4.73M	1.2%	-45.6%	0.031%
2/14/2023	Point72 Asset Management L.P.	12,400	$4.98M	0.0%	-78.6%	0.032%
2/14/2023	Advisor Partners II LLC	1,368	$0.55M	0.0%	+16.1%	0.004%
2/14/2023	Cognios Beta Neutral Large Cap Fund LP	2,101	$0.84M	0.8%	N/A	0.005%
2/14/2023	Alyeska Investment Group L.P.	31,777	$12.75M	0.1%	-47.9%	0.083%
2/14/2023	Junto Capital Management LP	98,189	$39.39M	1.1%	-30.7%	0.257%
2/14/2023	Price T Rowe Associates Inc. MD	212,127	$85.11M	0.0%	+0.7%	0.555%
2/14/2023	Meiji Yasuda Asset Management Co Ltd.	6,489	$2.60M	0.1%	+44.9%	0.017%
2/14/2023	Putnam Investments LLC	8,530	$3.42M	0.0%	-0.5%	0.022%
2/14/2023	Cetera Advisor Networks LLC	2,395	$0.96M	0.0%	+93.8%	0.006%
2/14/2023	Cetera Investment Advisers	1,659	$0.67M	0.0%	+47.2%	0.004%
2/14/2023	Amundi	508,493	$209.47M	0.1%	+27.4%	1.329%
2/14/2023	Marshall Wace LLP	19,888	$7.98M	0.0%	N/A	0.052%
2/14/2023	Two Sigma Advisers LP	49,000	$19.66M	0.1%	N/A	0.128%
2/14/2023	Campbell & CO Investment Adviser LLC	544	$0.22M	0.1%	-40.5%	0.001%
2/14/2023	Two Sigma Investments LP	33,681	$13.51M	0.0%	N/A	0.088%
2/14/2023	Allstate Investment Management Co.	1,246	$0.50M	0.0%	N/A	0.003%
2/14/2023	2Xideas AG	5,024	$2.02M	0.2%	-1.5%	0.013%
2/14/2023	Engineers Gate Manager LP	5,206	$2.09M	0.1%	+493.6%	0.014%
2/14/2023	Townsquare Capital LLC	11,610	$4.66M	0.1%	+19.6%	0.030%
2/13/2023	Moran Wealth Management LLC	24,063	$9.65M	0.4%	N/A	0.063%
2/13/2023	Pathstone Family Office LLC	2,069	$0.84M	0.0%	-7.9%	0.005%
2/13/2023	Gyon Technologies Capital Management LP	1,590	$0.64M	0.2%	-58.0%	0.004%
2/13/2023	First Republic Investment Management Inc.	6,399	$2.57M	0.0%	+12.5%	0.017%
2/13/2023	Charles Schwab Investment Management Inc.	337,101	$135.25M	0.0%	+3.8%	0.881%
2/13/2023	Deutsche Bank AG	144,944	$58.15M	0.0%	+33.5%	0.379%
2/13/2023	Brown Advisory Inc.	8,107	$3.25M	0.0%	+3.2%	0.021%
2/13/2023	Baird Financial Group Inc.	23,189	$9.30M	0.0%	+7.4%	0.061%
2/13/2023	Kingsview Wealth Management LLC	5,762	$2.31M	0.1%	-2.9%	0.015%
2/13/2023	BOKF NA	5,054	$2.03M	0.0%	-1.4%	0.013%
2/13/2023	CIBC Asset Management Inc	5,332	$2.14M	0.0%	+6.3%	0.014%
2/13/2023	Bessemer Group Inc.	351	$0.14M	0.0%	-59.4%	0.001%
2/13/2023	Thematics Asset Management	17,647	$7.08M	0.4%	N/A	0.046%
2/13/2023	Panagora Asset Management Inc.	3,783	$1.52M	0.0%	+55.2%	0.010%
2/13/2023	Natixis Investment Managers International	4,342	$1.74M	0.1%	-3.9%	0.011%
2/13/2023	Natixis	4,190	$1.68M	0.0%	+79.2%	0.011%

2/13/2023	Seeyond	2,448	$0.98M	0.1%	-39.9%	0.006%
2/13/2023	Ossiam	1,930	$0.77M	0.0%	-51.3%	0.005%
2/13/2023	Wells Fargo & Company MN	1,589,101	$637.56M	0.2%	-0.6%	4.155%
2/13/2023	Barclays PLC	73,882	$29.64M	0.0%	+11.2%	0.193%
2/13/2023	The Manufacturers Life Insurance Company	27,513	$11.04M	0.0%	-2.0%	0.072%
2/13/2023	Seven Eight Capital LP	1,417	$0.57M	0.1%	N/A	0.004%
2/13/2023	ExodusPoint Capital Management LP	13,449	$5.40M	0.1%	-49.5%	0.035%
2/13/2023	Credit Suisse AG	83,269	$33.41M	0.0%	+6.6%	0.218%
2/13/2023	Martingale Asset Management L P	655	$0.26M	0.0%	-73.5%	0.002%
2/13/2023	Neuberger Berman Group LLC	6,444	$2.59M	0.0%	-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

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FactSet Research Systems - FDS Institutional Ownership

FDS Institutional Buying and Selling by Quarter

FactSet Research Systems Major Shareholders & Ownership History

FDS Institutional Ownership - Frequently Asked Questions

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FactSet Research Systems - FDS Institutional Ownership

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

FDS Institutional Buying and Selling by Quarter

FactSet Research Systems Major Shareholders & Ownership History

FDS Institutional Ownership - Frequently Asked Questions