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FactSet Research Systems (FDS) Institutional Ownership

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$436.80 +2.65 (+0.61%)
Closing price 07/16/2025 03:59 PM Eastern
Extended Trading
$436.52 -0.28 (-0.06%)
As of 07/16/2025 06:38 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)
495
Total
Institutional Inflows
(last 12 months)
$1.80B
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$1.49B
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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
7/16/2025ORG Partners LLC205$93K0.0%+13.9%0.001%
7/16/2025State of Alaska Department of Revenue14,690$6.57M0.1%+14.1%0.039%
7/16/2025Patton Fund Management Inc.518$232K0.2%N/A0.001%
7/16/2025Novem Group2,024$905K0.1%-11.2%0.005%
7/16/2025 CX Institutional207$93K0.0%+58.0%0.001%
7/16/2025PineStone Asset Management Inc.380,459$170.17M1.1%+8.8%1.006%
7/16/2025Perigon Wealth Management LLC668$299K0.0%+7.9%0.002%
7/15/2025 Palumbo Wealth Management LLC4,473$2M0.6%-3.1%0.012%
7/15/2025 Harrell Investment Partners LLC1,653$739K0.2%N/A0.004%
7/15/2025 Public Employees Retirement System of Ohio14,239$6.37M0.0%+0.4%0.038%
7/15/2025 Ballentine Partners LLC1,058$473K0.0%+6.0%0.003%
7/15/2025 Norden Group LLC1,271$568K0.1%-1.9%0.003%
7/15/2025 Revisor Wealth Management LLC826$372K0.1%+20.6%0.002%
7/14/2025 KFG Wealth Management LLC1,282$573K0.1%+7.3%0.003%
7/14/2025 GAMMA Investing LLC1,110$496K0.0%+17.3%0.003%
7/14/2025 Clear Harbor Asset Management LLC760$340K0.0%+43.4%0.002%
7/14/2025 Park Avenue Securities LLC1,174$525K0.0%-7.5%0.003%
7/14/2025 Sowell Financial Services LLC853$382K0.0%+11.6%0.002%
7/11/2025 Mitchell & Pahl Private Wealth LLC2,070$926K0.4%+5.3%0.005%
7/11/2025 Farther Finance Advisors LLC549$246K0.0%+21.2%0.001%
7/11/2025 CX Institutional207$93K0.0%+58.0%0.001%
7/11/2025 Global X Japan Co. Ltd.1,393$623K0.1%+7.5%0.004%
7/11/2025 Assenagon Asset Management S.A.1,408$630K0.0%-15.4%0.004%
7/11/2025 Perpetual Ltd1,394$624K0.0%+100.9%0.004%
7/11/2025 IFM Investors Pty Ltd7,276$3.25M0.0%+4.5%0.019%
7/10/2025 Canoe Financial LP24,555$10.98M0.2%-6.1%0.065%
7/10/2025 Legacy Financial Strategies LLC5,513$2.47M0.5%N/A0.015%
7/10/2025 Rockland Trust Co.454$203K0.0%-11.2%0.001%
7/10/2025 Baker Tilly Wealth Management LLC1,173$525K0.2%-3.3%0.003%
7/10/2025 Marshall Financial Group LLC2,780$1.25M0.2%+2.5%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC5,763$2.58M0.0%-2.8%0.015%
7/10/2025 Bath Savings Trust Co29,991$13.41M1.4%-2.9%0.079%
7/10/2025 Mn Services Vermogensbeheer B.V.14,000$6.26M0.0%+1.4%0.037%
7/10/2025 Wedmont Private Capital739$331K0.0%N/A0.002%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd4,939$2.21M0.0%+2.7%0.013%
7/9/2025 Procyon Advisors LLC1,643$735K0.1%-77.0%0.004%
7/9/2025 Gateway Investment Advisers LLC15,220$6.81M0.1%-0.7%0.040%
7/9/2025 Baron Wealth Management LLC643$288K0.1%+23.7%0.002%
7/9/2025 Harbor Capital Advisors Inc.4,444$1.99M0.1%+2.0%0.012%
7/9/2025 Czech National Bank9,275$4.15M0.0%+6.2%0.025%
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7/8/2025 Everpar Advisors LLC567$254K0.1%+14.1%0.001%
7/8/2025 E. Ohman J or Asset Management AB1,604$717K0.0%-11.1%0.004%
7/8/2025 Parallel Advisors LLC315$141K0.0%+24.5%0.001%
7/7/2025 Somerset Trust Co8,703$3.89M1.3%-0.4%0.023%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.5,879$2.63M0.3%+13.1%0.015%
7/2/2025 First Financial Bank Trust Division953$426K0.0%-4.0%0.003%
6/18/2025Voya Investment Management LLC26,418$12.01M0.0%-1.7%0.070%
6/4/2025 First Hawaiian Bank4,175$1.90M0.1%-50.4%0.011%
5/29/2025Apeiron RIA LLC945$430K0.1%+6.7%0.002%
5/21/2025Geneos Wealth Management Inc.98$45K0.0%+188.2%0.000%
5/20/2025Belpointe Asset Management LLC788$358K0.0%-4.3%0.002%
5/20/2025Intech Investment Management LLC8,404$3.82M0.0%+7.9%0.022%
5/20/2025Focus Partners Wealth2,369$1.08M0.0%-28.6%0.006%
5/20/2025Glenview Trust co541$246K0.0%-5.6%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC301,336$137.00M0.0%+1.2%0.794%
5/16/2025Woodline Partners LP37,891$17.23M0.1%+1,560.4%0.100%
5/16/2025Empowered Funds LLC972$442K0.0%+27.6%0.003%
5/16/2025MBB Public Markets I LLC720$327K0.0%N/A0.002%
5/16/2025United Services Automobile Association878$394K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.5,286$2.40M0.1%-5.0%0.014%
5/16/2025Great Lakes Advisors LLC751$341K0.0%-91.2%0.002%
5/16/2025Sciencast Management LP7,737$3.52M0.8%+41.4%0.020%
5/16/2025Goldman Sachs Group Inc.169,635$77.12M0.0%-23.8%0.447%
5/16/2025Jones Financial Companies Lllp1,727$785K0.0%+5.6%0.005%
5/16/2025UniSuper Management Pty Ltd5,157$2.35M0.0%+8.4%0.014%
5/16/2025Sepio Capital LP4,396$2.00M0.2%-2.7%0.012%
5/16/2025Petrus Trust Company LTA652$296K0.0%N/A0.002%
5/16/2025Nissay Asset Management Corp Japan ADV5,039$2.29M0.0%+1.1%0.013%
5/16/2025Millennium Management LLC110,409$50.20M0.0%+58.6%0.291%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,040$5.02M0.0%+1.4%0.029%
5/16/2025Integrated Wealth Concepts LLC1,949$886K0.0%-2.2%0.005%
5/16/2025Interval Partners LP23,369$10.62M0.2%+14.8%0.062%
5/16/2025Alliancebernstein L.P.38,972$17.72M0.0%-4.3%0.103%
5/16/2025AQR Capital Management LLC25,022$11.28M0.0%-12.0%0.066%
5/16/2025Amundi353,945$155.46M0.1%-4.4%0.933%
5/16/2025Adage Capital Partners GP L.L.C.14,000$6.37M0.0%-55.3%0.037%
5/15/2025Federation des caisses Desjardins du Quebec10,583$4.82M0.0%+12.9%0.028%
5/15/2025Perbak Capital Partners LLP828$376K0.3%N/A0.002%
5/15/2025FJ Capital Management LLC531$241K0.0%N/A0.001%
5/15/2025Royal Bank of Canada111,976$50.91M0.0%-0.9%0.295%
5/15/2025ICW Investment Advisors LLC4,666$2.12M0.9%+0.7%0.012%
5/15/2025Nomura Holdings Inc.3,562$1.62M0.0%+183.8%0.009%
5/15/2025Baird Financial Group Inc.28,931$13.15M0.0%+3.8%0.076%
5/15/2025Azora Capital LP33,506$15.23M1.0%N/A0.088%
5/15/2025Vident Advisory LLC2,376$1.08M0.0%+86.2%0.006%
5/15/2025WPG Advisers LLC91$41K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.2,058$936K0.1%N/A0.005%
5/15/2025Lansforsakringar Fondforvaltning AB publ 12,296$5.59M0.0%+0.9%0.032%
5/15/2025OMERS ADMINISTRATION Corp1,510$687K0.0%-10.5%0.004%
5/15/2025BNP Paribas Financial Markets79,596$36.19M0.0%-2.2%0.210%
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5/15/2025Beck Bode LLC13,740$6.25M1.2%-1.0%0.036%
5/15/2025Champlain Investment Partners LLC307,297$139.71M1.0%-7.5%0.810%
5/15/2025Earnest Partners LLC64,915$29.51M0.1%-1.0%0.171%
5/14/2025B. Metzler seel. Sohn & Co. AG1,685$766K0.0%-20.0%0.004%
5/14/2025Gabelli Funds LLC15,230$6.92M0.1%+238.4%0.040%
5/14/2025Rafferty Asset Management LLC12,468$5.67M0.0%-7.0%0.033%
5/14/2025FORA Capital LLC5,746$2.61M0.3%N/A0.015%
5/14/2025Corebridge Financial Inc.9,127$4.15M0.0%-3.3%0.024%
5/14/2025Kayne Anderson Rudnick Investment Management LLC1,075,653$489.04M1.2%-13.2%2.835%
5/14/2025Comerica Bank12,419$5.65M0.0%+12.7%0.033%
(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, 842 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 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 685 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 ($430.25K), International Assets Investment Management LLC ($274.48K), Congress Asset Management Co. MA ($268.02K), PineStone Asset Management Inc. ($244.87K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($213.88K), and Millennium Management LLC ($169.91K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 3,896,993 shares in the last 24 months. This purchase volume represents approximately $1.80B in transactions.

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

Of the 382 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 ($296.86K), Congress Asset Management Co. ($247.98K), Fiera Capital Corp ($197.25K), Thrivent Financial for Lutherans ($194.95K), Kayne Anderson Rudnick Investment Management LLC ($190.80K), and Loomis Sayles & Co. L P ($96.52K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 3,253,421 shares in the last 24 months. This volume of shares sold represents approximately $1.49B in transactions.



This page (NYSE:FDS) was last updated on 7/17/2025 by MarketBeat.com Staff
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