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FactSet Research Systems (FDS) Institutional Ownership

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$219.50 -4.94 (-2.20%)
Closing price 03:59 PM Eastern
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$215.04 -4.46 (-2.03%)
As of 07:47 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)
583
Total
Institutional Inflows
(last 12 months)
$7.38B
Number of
Institutional Sellers
(last 12 months)
402
Total
Institutional Outflows
(last 12 months)
$2.44B
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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
5/5/2026Wealthfront Advisers LLC1,549$336K0.0%-30.6%0.004%
5/5/2026D.A. Davidson & CO.1,674$363K0.0%N/A0.005%
5/5/2026Marks Group Wealth Management Inc23,924$5.19M0.5%+46.8%0.066%
5/5/2026Bank of New York Mellon Corp294,091$63.82M0.0%-7.6%0.807%
5/5/2026Illinois Municipal Retirement Fund2,649$575K0.0%-29.6%0.007%
5/5/2026Sanctuary Advisors LLC13,002$2.82M0.0%+1.0%0.036%
5/4/2026 Mattern Capital Management LLC46,708$10.14M1.2%+53.7%0.128%
5/4/2026 Mcdonald Capital Investors Inc. CA188,141$40.83M2.8%+1.3%0.516%
5/4/2026 State of Michigan Retirement System244,523$53.06M0.3%+523.2%0.671%
5/4/2026 Principal Financial Group Inc.45,209$9.81M0.0%+5.0%0.124%
5/4/2026 Chicago Partners Investment Group LLC2,468$536K0.0%+52.8%0.007%
5/4/2026 Parr Mcknight Wealth Management Group LLC8,501$1.85M0.2%+14.1%0.023%
5/4/2026 Applied Finance Capital Management LLC1,347$292K0.0%+16.6%0.004%
5/4/2026 Procyon Advisors LLC1,442$313K0.0%-6.8%0.004%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,642$1.88M0.0%-0.8%0.024%
5/1/2026 Fifth Third Bancorp12,069$2.62M0.0%+224.3%0.033%
5/1/2026 Banyan Capital Management Inc.34,827$7.56M3.3%N/A0.096%
5/1/2026 Markel Group Inc.135,376$29.38M0.2%+11.1%0.372%
5/1/2026 Sequoia Financial Advisors LLC2,959$642K0.0%-21.5%0.008%
4/30/2026 Stiles Financial Services Inc2,830$614K0.2%-23.6%0.008%
4/30/2026 Hsbc Holdings PLC89,781$19.31M0.0%+30.5%0.246%
4/30/2026 Azzad Asset Management Inc. ADV3,594$780K0.1%-2.6%0.010%
4/30/2026 Sumitomo Mitsui Trust Group Inc.19,794$4.30M0.0%-30.3%0.054%
4/30/2026 Resona Asset Management Co. Ltd.7,541$1.54M0.0%+6.4%0.021%
4/30/2026 Seelaus Asset Management LLC2,145$465K0.3%+6.7%0.006%
4/30/2026 Oregon Public Employees Retirement Fund4,248$922K0.0%-1.3%0.012%
4/30/2026 Taylor Frigon Capital Management LLC5,825$1.26M0.7%-3.3%0.016%
4/29/2026 Nicholas Hoffman & Company LLC.3,148$683K0.0%N/A0.009%
4/29/2026 Eads & Heald Wealth Management2,376$516K0.3%-21.4%0.007%
4/29/2026 R Squared Ltd2,090$454K0.2%N/A0.006%
4/28/2026 Whittier Trust Co. of Nevada Inc.566$131K0.0%-20.7%0.002%
4/28/2026 Whittier Trust Co.443$102K0.0%-61.6%0.001%
4/28/2026 Dividend Assets Capital LLC1,213$263K0.1%-4.5%0.003%
4/28/2026 Ascentis Independent Advisors384$83K0.0%N/A0.001%
4/28/2026 AdvisorShares Investments LLC22,638$4.91M0.9%-8.8%0.062%
4/28/2026 Praxis Investment Management Inc.2,139$464K0.0%N/A0.006%
4/28/2026 Revisor Wealth Management LLC1,201$261K0.1%+53.2%0.003%
4/28/2026 V Square Quantitative Management LLC1,416$307K0.0%+13.8%0.004%
4/27/2026 Lafayette Investments Inc.4,524$982K0.2%+1.1%0.012%
4/27/2026 Hendershot Investments Inc.22,884$4.97M0.7%+50.1%0.063%
4/27/2026 HB Wealth Management LLC3,349$727K0.0%+24.2%0.009%
4/27/2026 Moran Wealth Management LLC31,705$6.88M0.2%+106.4%0.087%
4/27/2026 Private Advisor Group LLC2,152$467K0.0%+81.6%0.006%
4/27/2026 Y Intercept Hong Kong Ltd20,295$4.40M0.1%N/A0.056%
4/27/2026 Leonteq Securities AG1,727$375K0.0%+169.4%0.005%
4/25/2026 Boston Trust Walden Corp255,804$55.51M0.5%-8.7%0.702%
4/25/2026 Mitchell & Pahl Private Wealth LLC2,792$606K0.2%+25.1%0.008%
4/24/2026 Wendell David Associates Inc.17,656$3.83M0.4%-9.6%0.048%
4/24/2026 Harbor Investment Advisory LLC920$200K0.0%+31.6%0.003%
4/23/2026 SJS Investment Consulting Inc.268$58K0.0%-29.1%0.001%
4/23/2026 Drucker Wealth 3.0 LLC6,422$1.39M0.2%+186.8%0.018%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 2,239$486K0.0%N/A0.006%
4/23/2026 Apollon Wealth Management LLC1,452$315K0.0%-21.2%0.004%
4/23/2026 Canoe Financial LP19,915$4.32M0.1%-19.6%0.055%
4/22/2026 Patton Fund Management Inc.1,795$389K0.1%+122.2%0.005%
4/22/2026 Skylands Capital LLC4,700$1.02M0.1%N/A0.013%
4/22/2026 Janney Montgomery Scott LLC38,193$8.29M0.0%+82.8%0.105%
4/22/2026 Fort Washington Investment Advisors Inc. OH945$205K0.0%-15.4%0.003%
4/22/2026 Pictet Asset Management Holding SA8,406$1.82M0.0%+6.2%0.023%
4/22/2026 Sterling Capital Management LLC3,699$803K0.0%-19.1%0.010%
4/22/2026 Venturi Wealth Management LLC1,820$395K0.0%-37.5%0.005%
4/21/2026 Poehling Capital Management INC.7,877$1.71M0.4%N/A0.022%
4/21/2026 GHP Investment Advisors Inc.27,210$5.90M0.2%+10.9%0.075%
4/21/2026 Louisiana State Employees Retirement System1,900$412K0.0%N/A0.005%
4/21/2026 KFG Wealth Management LLC1,248$271K0.0%+20.9%0.003%
4/20/2026 Blue Trust Inc.172$37K0.0%-21.8%0.000%
4/20/2026 Assenagon Asset Management S.A.8,694$1.89M0.0%-68.3%0.024%
4/17/2026 Krilogy Financial LLC1,792$415K0.0%-54.3%0.005%
4/17/2026 Hendley & Co. Inc.19,820$4.30M1.6%+166.0%0.054%
4/16/2026 SG Americas Securities LLC70,920$15.39M0.0%+240.5%0.195%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S894$194K0.0%-61.0%0.002%
3/20/2026 Hsbc Holdings PLC68,785$20.00M0.0%-70.0%0.185%
3/17/2026Rockefeller Capital Management L.P.33,094$9.60M0.0%+683.8%0.089%
3/9/2026Corient Private Wealth LLC6,367$1.85M0.0%+52.1%0.017%
3/6/2026 Hsbc Holdings PLC68,785$20.00M0.0%-70.0%0.185%
3/3/2026 Midway Capital Research & Management1,047$304K0.3%N/A0.003%
3/2/2026Tobam2,823$819K0.2%N/A0.008%
2/26/2026 BDFS Capital LLC1,697$492K0.2%N/A0.005%
2/24/2026Pacer Advisors Inc.3,486$1.01M0.0%+12.6%0.009%
2/23/2026Kera Capital Partners Inc.1,023$297K0.0%N/A0.003%
2/19/2026Invesco Ltd.716,486$207.92M0.0%-9.7%1.931%
2/19/2026 Axxcess Wealth Management LLC926$269K0.0%-11.9%0.002%
2/19/2026Corient Private Wealth LLC12,014$3.49M0.0%+186.9%0.032%
2/19/2026 Alberta Investment Management Corp4,900$1.42M0.0%-63.7%0.013%
2/18/2026Mercer Global Advisors Inc. ADV12,570$3.65M0.0%+304.4%0.034%
2/18/2026Caitlin John LLC1,181$343K0.2%+2,928.2%0.003%
2/18/2026State of Tennessee Department of Treasury10,245$2.97M0.0%-1.1%0.028%
2/18/2026EP Wealth Advisors LLC824$239K0.0%N/A0.002%
2/18/2026Mackenzie Financial Corp3,334$970K0.0%-25.9%0.009%
2/18/2026Coastal Bridge Advisors LLC7,020$2.04M0.2%-3.8%0.019%
2/18/2026NewEdge Advisors LLC5,047$1.47M0.0%-2.2%0.014%
2/18/2026Empowered Funds LLC850$247K0.0%-61.3%0.002%
2/18/2026XTX Topco Ltd28,728$8.34M0.2%+1,449.5%0.077%
2/18/2026Kensington Investment Counsel LLC3,834$1.11M0.5%-33.5%0.010%
2/18/2026United American Securities Inc. d b a UAS Asset Management 7,500$2.18M0.5%N/A0.020%
2/18/2026Voloridge Investment Management LLC73,114$21.22M0.1%-61.5%0.197%
2/18/2026SummitTX Capital L.P.6,061$1.76M0.1%+53.0%0.016%
2/18/2026Toronto Dominion Bank11,235$3.26M0.0%-38.6%0.030%
2/18/2026Prana Capital Management LP4,401$1.28M0.0%+53.3%0.012%
2/18/2026Quadrature Capital Ltd15,938$4.63M0.0%N/A0.043%


FDS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDS shares?

During the previous two years, 925 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were Vanguard Group Inc. ($1.29B), Bamco Inc. NY ($838.31M), State Street Corp ($551.62M), Kayne Anderson Rudnick Investment Management LLC ($489.04M), Loomis Sayles & Co. L P ($433.88M), Ninety One UK Ltd ($346.77M), and Wells Fargo & Company MN ($346.16M).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 785 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: Northwestern Mutual Wealth Management Co. ($13.86M), Bamco Inc. NY ($1.07M), AQR Capital Management LLC ($696.00K), Norges Bank ($620.78K), Marshall Wace LLP ($586.93K), Bank of Montreal Can ($579.38K), and GAMMA Investing LLC ($431.01K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 24,528,105 shares in the last 24 months. This purchase volume represents approximately $7.38B in transactions.

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

Of the 402 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 ($1.05M), Mitsubishi UFJ Asset Management Co. Ltd. ($797.61K), JPMorgan Chase & Co. ($653.55K), Vanguard Group Inc. ($477.37K), Bamco Inc. NY ($428.97K), Hsbc Holdings PLC ($321.03K), and Amundi ($274.19K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 7,800,505 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.


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This page (NYSE:FDS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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