FactSet Research Systems (FDS) Institutional Ownership

$415.50

+3.84 (+0.93%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 91.24%
Number of Institutional Buyers (last 12 months): 394
Total Institutional Inflows (last 12 months): $1.58B

Number of Institutional Sellers (last 12 months): 324
Total Institutional Outflows (last 12 months): $897.44M

Get FDS Insider Trade Alerts

Want to know when executives and insiders are buying or selling FactSet Research Systems stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

FDS Institutional Buying and Selling by Quarter

Ad Unstoppable Prosperity

“Generational Bull Run” Incoming

LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.

You can find out what they are by clicking here now.

FactSet Research Systems Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Klein Pavlis & Peasley Financial Inc.	1,770	$723K	0.6%	+15.9%	0.005%
7/26/2024	Allspring Global Investments Holdings LLC	1,801	$735K	0.0%	-14.1%	0.005%
7/26/2024	State of Michigan Retirement System	33,735	$13.77M	0.1%	-0.3%	0.089%
7/26/2024	Bank of New York Mellon Corp	255,443	$104.29M	0.0%	-0.2%	0.672%
7/25/2024	AMG National Trust Bank	1,150	$470K	0.0%	+100.0%	0.003%
7/25/2024	Institute for Wealth Management LLC.	1,820	$743K	0.1%	+14.8%	0.005%
Get the Latest News and Ratings for FDS and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for FactSet Research Systems and its competitors with MarketBeat's FREE daily newsletter.
7/25/2024	Mn Services Vermogensbeheer B.V.	15,000	$6.12M	0.0%	-2.6%	0.039%
7/25/2024	Capital Insight Partners LLC	10,857	$4.43M	0.8%	-1.9%	0.029%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	12,104	$4.94M	0.1%	+23.5%	0.032%
7/24/2024	Diversified LLC	638	$261K	0.0%	+20.2%	0.002%
7/24/2024	L. Roy Papp & Associates LLP	19,275	$7.87M	1.0%	-1.6%	0.051%
7/24/2024	New York State Teachers Retirement System	39,903	$16.29M	0.0%	-3.7%	0.105%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	563	$230K	0.0%	-16.3%	0.001%
7/24/2024	DT Investment Partners LLC	120	$49K	0.0%	+50.0%	0.000%
7/24/2024	&PARTNERS	6,186	$2.53M	0.1%	N/A	0.016%
7/23/2024	American National Bank	238	$97K	0.0%	+19.6%	0.001%
7/23/2024	Rockland Trust Co.	876	$358K	0.0%	-6.1%	0.002%
7/23/2024	Eads & Heald Wealth Management	3,613	$1.48M	0.7%	-4.1%	0.009%
7/22/2024	Fifth Third Bancorp	1,169	$477K	0.0%	+5.5%	0.003%
7/22/2024	Running Oak Capital LLC	20,235	$8.26M	1.5%	-10.3%	0.053%
7/22/2024	Chevy Chase Trust Holdings LLC	21,281	$8.69M	0.0%	-1.2%	0.056%
7/22/2024	Sanibel Captiva Trust Company Inc.	6,273	$2.56M	0.1%	-4.0%	0.016%
7/22/2024	West Coast Financial LLC	1,297	$530K	0.1%	-92.1%	0.003%
7/22/2024	Dakota Wealth Management	1,838	$750K	0.0%	+11.2%	0.005%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	5,191	$2.15M	0.0%	-2.4%	0.014%
7/22/2024	Ninety One UK Ltd	1,216,461	$496.65M	1.4%	+0.9%	3.198%
7/22/2024	Ninety One North America Inc.	108,586	$44.33M	2.2%	-11.4%	0.285%
7/20/2024	Capital Investment Services of America Inc.	1,593	$650K	0.1%	-5.9%	0.004%
7/20/2024	Parsons Capital Management Inc. RI	750	$306K	0.0%	-4.3%	0.002%
7/20/2024	Raymond James Financial Services Advisors Inc.	30,194	$12.33M	0.0%	-4.2%	0.079%
7/20/2024	Nisa Investment Advisors LLC	12,478	$5.09M	0.0%	-0.4%	0.033%
7/19/2024	KFG Wealth Management LLC	1,008	$412K	0.2%	+6.6%	0.003%
7/19/2024	Marshall Financial Group LLC	2,548	$1.04M	0.3%	+3.5%	0.007%
7/19/2024	Raymond James & Associates	111,175	$45.39M	0.0%	-1.8%	0.292%
7/19/2024	OFI Invest Asset Management	5,000	$1.91M	0.1%	N/A	0.013%
7/19/2024	Boston Trust Walden Corp	271,035	$110.66M	0.8%	-0.9%	0.713%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	83,812	$34.22M	0.0%	-9.9%	0.220%
7/19/2024	Everpar Advisors LLC	846	$345K	0.2%	+13.1%	0.002%
7/19/2024	Gladius Capital Management LP	81	$33K	0.0%	N/A	0.000%
7/18/2024	Blue Trust Inc.	139	$57K	0.0%	+69.5%	0.000%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
7/18/2024	Outlook Wealth Advisors LLC	717	$293K	0.1%	+25.1%	0.002%
7/18/2024	Baker Tilly Wealth Management LLC	1,252	$511K	0.2%	-62.2%	0.003%
7/18/2024	Portside Wealth Group LLC	3,210	$1.31M	0.3%	-2.4%	0.008%
7/18/2024	JLB & Associates Inc.	10,776	$4.40M	0.6%	+0.9%	0.028%
7/18/2024	Naples Global Advisors LLC	3,870	$1.58M	0.2%	+26.5%	0.010%
7/18/2024	Cordatus Wealth Management LLC	4,169	$1.70M	0.6%	N/A	0.011%
7/18/2024	LA Financiere DE L Echiquier	10,049	$4.10M	0.2%	-41.7%	0.026%
7/18/2024	Assenagon Asset Management S.A.	1,637	$668K	0.0%	-46.2%	0.004%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	45,949	$20.32M	0.2%	+3.1%	0.121%
7/17/2024	Mcdonald Partners LLC	2,187	$893K	0.2%	+2.3%	0.006%
7/17/2024	Quantum Private Wealth LLC	1,202	$491K	0.2%	-3.5%	0.003%
7/17/2024	Mattern Wealth Management LLC	1,441	$588K	0.1%	-70.8%	0.004%
7/17/2024	SteelPeak Wealth LLC	2,629	$1.07M	0.0%	+134.1%	0.007%
7/16/2024	Envestnet Portfolio Solutions Inc.	2,797	$1.14M	0.0%	+2.6%	0.007%
7/16/2024	PGGM Investments	5,469	$2.23M	0.0%	-2.3%	0.014%
7/16/2024	PineStone Asset Management Inc.	272,973	$111.45M	0.8%	+53.3%	0.718%
7/16/2024	Riverview Trust Co	68	$28K	0.0%	-77.4%	0.000%
7/16/2024	TRUE Private Wealth Advisors	983	$402K	0.0%	+13.1%	0.003%
7/16/2024	V Square Quantitative Management LLC	1,058	$432K	0.1%	+9.8%	0.003%
7/16/2024	Wealth Enhancement Advisory Services LLC	4,234	$1.73M	0.0%	+13.1%	0.011%
7/16/2024	SJS Investment Consulting Inc.	88	$36K	0.0%	+300.0%	0.000%
7/16/2024	Diversified Trust Co	1,972	$805K	0.0%	+3.1%	0.005%
7/16/2024	Sequoia Financial Advisors LLC	1,081	$441K	0.0%	+12.1%	0.003%
7/16/2024	Strong Tower Advisory Services	3,887	$1.59M	0.5%	+18.4%	0.010%
7/15/2024	D.B. Root & Company LLC	2,534	$1.04M	0.4%	+7.3%	0.007%
7/15/2024	Sapient Capital LLC	840	$343K	0.0%	-94.1%	0.002%
7/15/2024	Brady Family Wealth LLC	723	$295K	0.1%	-4.2%	0.002%
7/15/2024	Aurora Investment Managers LLC.	3,985	$1.63M	1.1%	-2.4%	0.010%
7/15/2024	Czech National Bank	7,263	$2.97M	0.0%	+8.3%	0.019%
7/13/2024	Hurlow Wealth Management Group Inc.	1,019	$416K	0.1%	-2.3%	0.003%
7/12/2024	Curated Wealth Partners LLC	751	$307K	0.0%	-180.6%	0.002%
7/12/2024	Mitchell & Pahl Private Wealth LLC	1,824	$745K	0.4%	+5.0%	0.005%
7/12/2024	JGP Wealth Management LLC	20,334	$8.30M	1.2%	+2.0%	0.053%
7/12/2024	Gateway Investment Advisers LLC	15,371	$6.28M	0.1%	-8.2%	0.040%
7/12/2024	SG Americas Securities LLC	8,857	$3.62M	0.0%	+49.5%	0.023%
7/12/2024	QRG Capital Management Inc.	1,058	$432K	0.0%	+6.0%	0.003%
7/12/2024	Profit Investment Management LLC	2,665	$1.09M	0.7%	+32.6%	0.007%
7/12/2024	Bath Savings Trust Co	31,717	$12.95M	1.4%	+1.3%	0.083%
7/10/2024	Simplicity Wealth LLC	693	$283K	0.0%	-12.2%	0.002%
7/10/2024	Westwind Capital	2,056	$84K	0.0%	-93.6%	0.005%
7/10/2024	Linden Thomas Advisory Services LLC	7,982	$3.26M	0.5%	+7.3%	0.021%
7/10/2024	CWM LLC	1,762	$719K	0.0%	-5.0%	0.005%
7/9/2024	Somerset Trust Co	8,214	$3.35M	1.4%	+0.7%	0.022%
7/9/2024	Harbor Capital Advisors Inc.	2,417	$987K	0.1%	+99.1%	0.006%
7/9/2024	Mather Group LLC.	561	$229K	0.0%	+129.9%	0.001%
7/8/2024	Birch Capital Management LLC	7,087	$2.89M	1.5%	+4.2%	0.019%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	2,504	$1.02M	0.3%	N/A	0.007%
7/5/2024	Institutional & Family Asset Management LLC	8,538	$3.49M	0.5%	-3.3%	0.022%
7/5/2024	DNB Asset Management AS	5,934	$2.42M	0.0%	+1.3%	0.016%
7/3/2024	First Financial Bank Trust Division	2,115	$863K	0.1%	-4.5%	0.006%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
7/2/2024	First Hawaiian Bank	7,954	$3.25M	0.1%	+1.8%	0.021%
7/2/2024	GAMMA Investing LLC	716	$292K	0.0%	+14.0%	0.002%
7/2/2024	Park Place Capital Corp	176	$72K	0.0%	-27.9%	0.000%
6/20/2024	HM Payson & Co.	1,118	$508K	0.0%	+6.7%	0.003%
6/14/2024	SRN Advisors LLC	3,024	$1.37M	1.1%	+5.0%	0.008%
6/4/2024	DekaBank Deutsche Girozentrale	9,704	$4.32M	0.0%	-6.9%	0.025%
5/28/2024	Teachers Retirement System of The State of Kentucky	3,188	$1.45M	0.0%	-2.5%	0.008%
5/24/2024	Cetera Advisors LLC	445	$202K	0.0%	N/A	0.001%
5/24/2024	Cetera Investment Advisers	5,400	$2.45M	0.0%	+214.5%	0.014%
5/23/2024	Dock Street Asset Management Inc.	39,524	$17.96M	2.7%	-6.9%	0.104%

(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, 732 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were Vanguard Group Inc. ($2.08B), BlackRock Inc. ($1.27B), Bamco Inc. NY ($1.24B), State Street Corp ($724.96M), Wells Fargo & Company MN ($717.89M), Loomis Sayles & Co. L P ($704.92M), 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 597 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), Congress Asset Management Co. MA ($268.02K), PineStone Asset Management Inc. ($241.67K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($224.58K), AustralianSuper Pty Ltd ($202.72K), International Assets Investment Management LLC ($189.87K), and Champlain Investment Partners LLC ($179.10K).

How much institutional buying is happening at FactSet Research Systems?: Institutional investors have bought a total of 6,271,457 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.
Which FactSet Research Systems major shareholders have been selling company stock?: Of the 473 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: Loomis Sayles & Co. L P ($256.50K), Kayne Anderson Rudnick Investment Management LLC ($135.81K), Vaughan Nelson Investment Management L.P. ($131.58K), Fiera Capital Corp ($127.84K), BlackRock Inc. ($119.36K), State Street Corp ($106.36K), and Ninety One UK Ltd ($106.05K).
How much institutional selling is happening at FactSet Research Systems?: Institutional investors have sold a total of 4,592,976 shares in the last 24 months. This volume of shares sold represents approximately $1.91B in transactions.