FactSet Research Systems (FDS) Institutional Ownership

$245.90 +7.00 (+2.93%)

Closing price 03:59 PM Eastern

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$245.53 -0.37 (-0.15%)

As of 07:43 PM Eastern

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Current Institutional Ownership Percentage: 91.24%
Number of Institutional Buyers (last 12 months): 540
Total Institutional Inflows (last 12 months): $7.25B

Number of Institutional Sellers (last 12 months): 385
Total Institutional Outflows (last 12 months): $2.30B

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FDS Institutional Buying and Selling by Quarter

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
5/28/2026	Regents of The University of California	226,375	$49.12M	1.6%	+118.2%	0.621%
5/26/2026	Glenmede Trust Co. NA	2,958	$642K	0.0%	-1.7%	0.008%
5/22/2026	Summitry LLC	1,052	$228K	0.0%	N/A	0.003%
5/22/2026	Wellington Grp LLC	164	$36K	0.0%	-23.4%	0.000%
5/21/2026	Essential Partners LLC	145	$31K	0.0%	-94.9%	0.000%
5/19/2026	Bank of America Corp DE	842,715	$182.86M	0.0%	+33.6%	2.313%
5/19/2026	Edgestream Partners L.P.	1,126	$244K	0.0%	N/A	0.003%
5/19/2026	Janus Henderson Group PLC	17,305	$3.75M	0.0%	-4.9%	0.048%
5/19/2026	Arkadios Wealth Advisors	3,046	$661K	0.0%	+5.6%	0.008%
5/19/2026	South Dakota Investment Council	1,400	$304K	0.0%	+25.0%	0.004%
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5/18/2026	Amundi	93,216	$20.23M	0.0%	-2.8%	0.256%
5/18/2026	EverSource Wealth Advisors LLC	690	$150K	0.0%	-56.3%	0.002%
5/18/2026	California State Teachers Retirement System	42,573	$9.24M	0.0%	+19.0%	0.117%
5/18/2026	Royal Bank of Canada	190,015	$41.23M	0.0%	+71.1%	0.522%
5/16/2026	American Capital Management Inc.	43,008	$9.33M	0.5%	-68.1%	0.118%
5/16/2026	The Manufacturers Life Insurance Company	26,809	$5.82M	0.0%	-80.6%	0.074%
5/16/2026	Quantinno Capital Management LP	66,953	$14.53M	0.0%	+86.5%	0.184%
5/15/2026	OMERS ADMINISTRATION Corp	8,090	$1.76M	0.0%	+473.8%	0.022%
5/15/2026	Waverly Advisors LLC	4,099	$889K	0.0%	-40.8%	0.011%
5/15/2026	Entropy Technologies LP	15,432	$3.35M	0.2%	+116.3%	0.042%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	2,329	$505K	0.0%	+57.4%	0.006%
5/14/2026	Morningstar Investment Management LLC	7,299	$1.58M	0.1%	+138.1%	0.020%
5/14/2026	Public Employees Retirement System of Ohio	12,758	$2.77M	0.0%	-2.1%	0.035%
5/14/2026	Arrowstreet Capital Limited Partnership	377,926	$82.01M	0.0%	+123.5%	1.037%
5/14/2026	Caxton Associates LLP	22,626	$4.91M	0.1%	+2,252.0%	0.062%
5/14/2026	Compass Rose Asset Management LP	25,000	$5.43M	0.4%	N/A	0.069%
5/14/2026	Bank of Nova Scotia	2,790	$605K	0.0%	-27.3%	0.008%
5/14/2026	Systematic Financial Management LP	43,489	$9.44M	0.2%	N/A	0.119%
5/14/2026	Gibbs Wealth Management	2,517	$546K	0.1%	N/A	0.007%
5/14/2026	Sei Investments Co.	73,999	$16.06M	0.0%	-3.1%	0.203%
5/14/2026	Lido Advisors LLC	1,201	$261K	0.0%	-14.7%	0.003%
5/14/2026	Globeflex Capital L P	499	$108K	0.0%	N/A	0.001%
5/14/2026	State of Wyoming	236	$51K	0.0%	N/A	0.001%
5/13/2026	Cetera Investment Advisers	6,815	$1.48M	0.0%	+17.1%	0.019%
5/13/2026	Alpha Family Trust	1,090	$237K	0.1%	-33.5%	0.003%
5/13/2026	Militia Capital Management LLC	15,398	$3.34M	0.8%	N/A	0.042%
5/13/2026	First Trust Advisors LP	48,457	$10.52M	0.0%	-78.1%	0.133%
5/8/2026	PNC Financial Services Group Inc.	29,108	$6.32M	0.0%	+8.2%	0.080%
5/7/2026	Dimensional Fund Advisors LP	362,642	$78.67M	0.0%	-0.5%	0.995%
5/7/2026	Parallel Advisors LLC	788	$171K	0.0%	-34.7%	0.002%
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5/7/2026	KBC Group NV	1,814	$394K	0.0%	-43.6%	0.005%
5/7/2026	Tandem Investment Advisors Inc.	951	$206K	0.0%	-25.9%	0.003%
5/7/2026	Swiss National Bank	73,360	$15.92M	0.0%	-1.6%	0.201%
5/7/2026	Kinsale Capital Group Inc.	22,418	$4.86M	0.8%	+26.3%	0.062%
5/6/2026	Aurora Investment Counsel	9,006	$1.95M	1.1%	+31.1%	0.025%
5/6/2026	Annis Gardner Whiting Capital Advisors LLC	2,816	$611K	0.1%	+120.2%	0.008%
5/6/2026	California Public Employees Retirement System	73,610	$15.97M	0.0%	-12.8%	0.202%
5/6/2026	Kesler Norman & Wride LLC	2,465	$535K	0.1%	-9.1%	0.007%
5/6/2026	Advisortrust Partners LLC	1,250	$271K	0.1%	N/A	0.003%
5/6/2026	Assetmark Inc.	250	$54K	0.0%	-38.4%	0.001%
5/6/2026	Bessemer Group Inc.	1,161	$253K	0.0%	-62.6%	0.003%
5/6/2026	Allspring Global Investments Holdings LLC	15,794	$3.55M	0.0%	+209.0%	0.043%
5/5/2026	Wealthfront Advisers LLC	1,549	$336K	0.0%	-30.6%	0.004%
5/5/2026	D.A. Davidson & CO.	1,674	$363K	0.0%	N/A	0.005%
5/5/2026	Marks Group Wealth Management Inc	23,924	$5.19M	0.5%	+46.8%	0.066%
5/5/2026	Bank of New York Mellon Corp	294,091	$63.82M	0.0%	-7.6%	0.807%
5/5/2026	Illinois Municipal Retirement Fund	2,649	$575K	0.0%	-29.6%	0.007%
5/5/2026	Sanctuary Advisors LLC	13,002	$2.82M	0.0%	+1.0%	0.036%
5/4/2026	Mattern Capital Management LLC	46,708	$10.14M	1.2%	+53.7%	0.128%
5/4/2026	Mcdonald Capital Investors Inc. CA	188,141	$40.83M	2.8%	+1.3%	0.516%
5/4/2026	State of Michigan Retirement System	244,523	$53.06M	0.3%	+523.2%	0.671%
5/4/2026	Principal Financial Group Inc.	45,209	$9.81M	0.0%	+5.0%	0.124%
5/4/2026	Chicago Partners Investment Group LLC	2,468	$536K	0.0%	+52.8%	0.007%
5/4/2026	Parr Mcknight Wealth Management Group LLC	8,501	$1.85M	0.2%	+14.1%	0.023%
5/4/2026	Applied Finance Capital Management LLC	1,347	$292K	0.0%	+16.6%	0.004%
5/4/2026	Procyon Advisors LLC	1,442	$313K	0.0%	-6.8%	0.004%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	8,642	$1.88M	0.0%	-0.8%	0.024%
5/1/2026	Fifth Third Bancorp	12,069	$2.62M	0.0%	+224.3%	0.033%
5/1/2026	Banyan Capital Management Inc.	34,827	$7.56M	3.3%	N/A	0.096%
5/1/2026	Markel Group Inc.	135,376	$29.38M	0.2%	+11.1%	0.372%
5/1/2026	Sequoia Financial Advisors LLC	2,959	$642K	0.0%	-21.5%	0.008%
4/30/2026	Stiles Financial Services Inc	2,830	$614K	0.2%	-23.6%	0.008%
4/30/2026	Hsbc Holdings PLC	89,781	$19.31M	0.0%	+30.5%	0.246%
4/30/2026	Azzad Asset Management Inc. ADV	3,594	$780K	0.1%	-2.6%	0.010%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	19,794	$4.30M	0.0%	-30.3%	0.054%
4/30/2026	Resona Asset Management Co. Ltd.	7,541	$1.54M	0.0%	+6.4%	0.021%
4/30/2026	Seelaus Asset Management LLC	2,145	$465K	0.3%	+6.7%	0.006%
4/30/2026	Oregon Public Employees Retirement Fund	4,248	$922K	0.0%	-1.3%	0.012%
4/30/2026	Taylor Frigon Capital Management LLC	5,825	$1.26M	0.7%	-3.3%	0.016%
4/29/2026	Nicholas Hoffman & Company LLC.	3,148	$683K	0.0%	N/A	0.009%
4/29/2026	Eads & Heald Wealth Management	2,376	$516K	0.3%	-21.4%	0.007%
4/29/2026	R Squared Ltd	2,090	$454K	0.2%	N/A	0.006%
4/28/2026	Whittier Trust Co. of Nevada Inc.	566	$131K	0.0%	-20.7%	0.002%
4/28/2026	Whittier Trust Co.	443	$102K	0.0%	-61.6%	0.001%
4/28/2026	Dividend Assets Capital LLC	1,213	$263K	0.1%	-4.5%	0.003%
4/28/2026	Ascentis Independent Advisors	384	$83K	0.0%	N/A	0.001%
4/28/2026	AdvisorShares Investments LLC	22,638	$4.91M	0.9%	-8.8%	0.062%
4/28/2026	Praxis Investment Management Inc.	2,139	$464K	0.0%	N/A	0.006%
4/28/2026	Revisor Wealth Management LLC	1,201	$261K	0.1%	+53.2%	0.003%
4/28/2026	V Square Quantitative Management LLC	1,416	$307K	0.0%	+13.8%	0.004%
The REAL Reason Trump is Invading Iran (Ad) For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason. Click here to find out what it is.
4/27/2026	Lafayette Investments Inc.	4,524	$982K	0.2%	+1.1%	0.012%
4/27/2026	Hendershot Investments Inc.	22,884	$4.97M	0.7%	+50.1%	0.063%
4/27/2026	HB Wealth Management LLC	3,349	$727K	0.0%	+24.2%	0.009%
4/27/2026	Moran Wealth Management LLC	31,705	$6.88M	0.2%	+106.4%	0.087%
4/27/2026	Private Advisor Group LLC	2,152	$467K	0.0%	+81.6%	0.006%
4/27/2026	Y Intercept Hong Kong Ltd	20,295	$4.40M	0.1%	N/A	0.056%
4/27/2026	Leonteq Securities AG	1,727	$375K	0.0%	+169.4%	0.005%
4/25/2026	Boston Trust Walden Corp	255,804	$55.51M	0.5%	-8.7%	0.702%
4/25/2026	Mitchell & Pahl Private Wealth LLC	2,792	$606K	0.2%	+25.1%	0.008%
4/24/2026	Wendell David Associates Inc.	17,656	$3.83M	0.4%	-9.6%	0.048%

FDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 920 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.

91.24% of FactSet Research Systems' stock is owned by institutional investors. Learn more on FDS's institutional investor holdings.

Of the 783 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).

Institutional investors have bought a total of 24,689,226 shares in the last 24 months. This purchase volume represents approximately $7.25B in transactions.

Of the 385 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 ($260.73K).

Institutional investors have sold a total of 7,706,119 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.

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This page (NYSE:FDS) was last updated on 5/29/2026 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

Who are the largest shareholders of FDS shares?

What percentage of FactSet Research Systems' stock is owned by institutional investors?

Which institutional investors have been buying FactSet Research Systems' stock?

How much institutional buying is happening at FactSet Research Systems?

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

How much institutional selling is happening at FactSet Research Systems?

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