S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
Panama Papers trial's public portion comes to an unexpectedly speedy end
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
Panama Papers trial's public portion comes to an unexpectedly speedy end
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
Panama Papers trial's public portion comes to an unexpectedly speedy end
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
Panama Papers trial's public portion comes to an unexpectedly speedy end

FactSet Research Systems (FDS) Institutional Ownership

$434.02
+4.56 (+1.06%)
(As of 04/19/2024 ET)

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

Current
Institutional Ownership
Percentage
91.24%
Number of
Institutional Buyers
(last 12 months)
467
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
361
Total
Institutional Outflows
(last 12 months)
$1.17B
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/20/2024Kesler Norman & Wride LLC5,800$2.64M0.6%-3.6%0.015%
4/19/2024Everett Harris & Co. CA148,395$67.43M0.9%-0.1%0.389%
4/19/2024Marshall Financial Group LLC2,462$1.12M0.3%+8.0%0.006%
4/19/2024First Trust Direct Indexing L.P.898$408K0.0%+27.9%0.002%
4/19/2024Norden Group LLC45,696$20.76M0.2%+1,844.5%0.120%
4/19/2024State of Alaska Department of Revenue18,113$8.23M0.1%-8.7%0.048%
4/19/2024Azzad Asset Management Inc. ADV6,189$2.81M0.3%-14.4%0.016%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.92,996$42.26M0.0%+0.1%0.244%
4/19/2024Handelsinvest Investeringsforvaltning793$360K0.2%-34.1%0.002%
4/18/2024Allspring Global Investments Holdings LLC2,097$953K0.0%+11.3%0.006%
4/18/2024Congress Wealth Management LLC DE 27,608$12.55M0.2%+1.6%0.072%
4/18/2024BKM Wealth Management LLC2,846$1.29M0.6%+15.7%0.007%
4/18/2024Diversified Trust Co1,913$869K0.0%-40.7%0.005%
4/18/2024SteelPeak Wealth LLC1,123$510K0.0%N/A0.003%
4/17/2024Dumont & Blake Investment Advisors LLC691$314K0.1%-5.7%0.002%
4/17/2024D.B. Root & Company LLC2,362$1.07M0.4%-4.8%0.006%
4/16/2024Capital Insight Partners LLC11,069$5.03M0.9%+7.5%0.029%
4/16/2024Procyon Advisors LLC6,487$2.95M0.2%+0.4%0.017%
4/13/2024 Wallace Advisory Group LLC900$429K0.3%+10.3%0.002%
4/12/2024 Riverview Trust Co301$137K0.1%N/A0.001%
4/12/2024 Gateway Investment Advisers LLC16,739$7.61M0.1%-0.2%0.044%
4/12/2024 Strong Tower Advisory Services3,283$1.45M0.6%+4.3%0.009%
4/12/2024 Northwest Investment Counselors LLC1,692$769K0.2%-2.9%0.004%
4/11/2024 Security Financial Services INC.443$201K0.0%N/A0.001%
4/11/2024 Birch Capital Management LLC6,802$3.09M1.6%+4.6%0.018%
4/11/2024 Running Oak Capital LLC22,560$10.25M1.6%+11.5%0.059%
4/11/2024 Congress Asset Management Co. MA256,595$116.59M0.8%-4.3%0.673%
4/11/2024 Aurora Investment Managers LLC.4,081$1.86M1.3%-17.5%0.011%
4/10/2024 Park Avenue Securities LLC1,625$739K0.0%+4.6%0.004%
4/10/2024 Banque Cantonale Vaudoise3,755$1.71M0.1%-49.9%0.010%
4/10/2024 Czech National Bank6,706$3.05M0.0%+0.8%0.018%
4/9/2024 Mather Group LLC.244$116K0.0%N/A0.001%
4/8/2024 Bath Savings Trust Co31,296$14.22M1.5%+0.4%0.082%
4/8/2024 Westwind Capital32,048$14.56M3.7%+1.8%0.084%
4/5/2024 First Hawaiian Bank7,816$3.55M0.1%-0.7%0.021%
4/5/2024 GAMMA Investing LLC628$285K0.1%+35.1%0.002%
4/5/2024 Los Angeles Capital Management LLC2,059$936K0.0%-55.1%0.005%
4/5/2024 Somerset Trust Co8,155$3.71M1.5%+2.1%0.021%
4/5/2024 CWM LLC1,855$843K0.0%+117.0%0.005%
4/1/2024 Canandaigua National Bank & Trust Co.635$289K0.0%-7.8%0.002%
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4/1/2024 First Financial Bank Trust Division2,215$1.01M0.1%-3.5%0.006%
3/29/2024Kapitalo Investimentos Ltda350$167K0.0%+32.6%0.001%
3/27/2024Nomura Holdings Inc.782$373K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC996$443K0.0%N/A0.003%
3/22/2024PNC Financial Services Group Inc.31,146$14.86M0.0%-2.3%0.082%
3/15/2024B. Riley Wealth Advisors Inc.486$232K0.0%-34.7%0.001%
3/11/2024Vanguard Group Inc.4,559,576$2.18B0.0%+0.4%11.971%
3/5/2024Fisher Asset Management LLC20,170$9.62M0.0%-1.3%0.053%
3/5/2024Wellington Management Group LLP31,070$14.82M0.0%-1.4%0.082%
3/4/2024 Congress Asset Management Co. MA268,015$127.86M1.0%+0.2%0.704%
3/1/2024Goldman Sachs Group Inc.179,106$85.44M0.0%-5.4%0.470%
2/28/2024American International Group Inc.10,513$5.02M0.0%-0.9%0.028%
2/26/2024Teachers Retirement System of The State of Kentucky3,271$1.56M0.0%-4.7%0.009%
2/21/2024V Square Quantitative Management LLC964$460K0.1%+21.0%0.003%
2/16/2024Price T Rowe Associates Inc. MD203,823$97.24M0.0%+0.2%0.535%
2/16/2024Sanibel Captiva Trust Company Inc.6,634$3.17M0.1%N/A0.017%
2/16/2024Public Employees Retirement System of Ohio17,338$8.27M0.0%+0.8%0.046%
2/15/2024Mercer Global Advisors Inc. ADV2,655$1.27M0.0%+21.1%0.007%
2/15/2024Townsquare Capital LLC20,562$9.81M0.2%-6.7%0.054%
2/15/2024E. Ohman J or Asset Management AB1,454$694K0.0%-21.6%0.004%
2/15/2024Kensington Investment Counsel LLC4,966$2.37M1.2%+1.1%0.013%
2/15/2024Legal & General Group Plc329,933$157.39M0.0%+18.5%0.866%
2/15/2024Barclays PLC111,333$53.11M0.0%-8.9%0.292%
2/15/2024Van Lanschot Kempen Investment Management N.V.7,311$3.49M0.0%+78.1%0.019%
2/15/2024Vanguard Group Inc.4,559,576$2.18B0.0%+0.4%11.972%
2/15/2024Voloridge Investment Management LLC23,691$11.30M0.0%-36.2%0.062%
2/15/2024Voya Investment Management LLC31,515$15.03M0.0%-3.5%0.083%
2/15/2024Websterrogers Financial Advisors LLC774$369K0.2%-30.8%0.002%
2/15/2024West Tower Group LLC183$87K0.2%N/A0.000%
2/15/2024Nuveen Asset Management LLC160,615$76.62M0.0%+6.2%0.422%
2/15/2024Price T Rowe Associates Inc. MD203,823$97.24M0.0%+0.2%0.535%
2/15/2024Profund Advisors LLC516$246K0.0%N/A0.001%
2/15/2024Public Sector Pension Investment Board5,923$2.83M0.0%-33.4%0.016%
2/15/2024Freedom Investment Management Inc.816$390K0.0%-17.8%0.002%
2/15/2024Gotham Asset Management LLC752$359K0.0%N/A0.002%
2/15/2024Baird Financial Group Inc.29,892$14.26M0.0%+41.0%0.078%
2/15/2024Comerica Bank14,386$6.86M0.0%+2.6%0.038%
2/14/2024Royal Bank of Canada98,646$47.06M0.0%+17.3%0.259%
2/14/2024Pathstone Holdings LLC5,362$2.56M0.0%N/A0.014%
2/14/2024Kestra Advisory Services LLC1,644$784K0.0%-2.7%0.004%
2/14/2024Creative Planning4,140$1.98M0.0%+4.3%0.011%
2/14/2024Ethic Inc.2,826$1.35M0.0%+21.3%0.007%
2/14/2024BOKF NA68$32K0.0%-72.2%0.000%
2/14/2024Hancock Whitney Corp27,818$13.27M0.5%-0.6%0.073%
2/14/2024Icon Wealth Advisors LLC301$144K0.0%N/A0.001%
2/14/2024MGO One Seven LLC1,042$497K0.0%-4.6%0.003%
2/14/2024Balyasny Asset Management L.P.1,791$854K0.0%-92.3%0.005%
2/14/2024Nomura Holdings Inc.782$373K0.0%N/A0.002%
2/14/2024Cresset Asset Management LLC2,691$1.28M0.0%+7.3%0.007%
2/14/2024Cassaday & Co Wealth Management LLC442$211K0.0%N/A0.001%
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2/14/2024Logan Capital Management Inc.4,165$1.99M0.1%-7.3%0.011%
2/14/2024Sei Investments Co.59,162$28.22M0.0%-6.4%0.155%
2/14/2024Shell Asset Management Co.5,793$2.76M0.1%-8.7%0.015%
2/14/2024Ghisallo Capital Management LLC10,500$5.01M0.5%N/A0.028%
2/14/2024Ossiam4,440$2.12M0.0%+129.5%0.012%
2/14/2024Thematics Asset Management13,693$6.53M0.3%-8.1%0.036%
2/14/2024Tsai Capital Corp5,324$2.54M2.3%-4.5%0.014%
2/14/2024Schroder Investment Management Group35,624$16.99M0.0%-22.2%0.094%
2/14/2024Prudential PLC1,791$854K0.0%-30.1%0.005%
2/14/2024Kolinsky Wealth Management LLC744$355K0.3%+16.8%0.002%
(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, 805 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 ($1.20B), 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 688 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 ($1.15M), AustralianSuper Pty Ltd ($323.42K), Congress Asset Management Co. MA ($268.02K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($226.20K), JPMorgan Chase & Co. ($215.61K), International Assets Investment Management LLC ($189.87K), and Norges Bank ($185.75K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 8,803,883 shares in the last 24 months. This purchase volume represents approximately $3.69B in transactions.

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

Of the 514 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: Millennium Management LLC ($521.10K), Loomis Sayles & Co. L P ($342.45K), Sumitomo Mitsui Trust Holdings Inc. ($191.96K), Goldman Sachs Group Inc. ($180.73K), Caisse DE Depot ET Placement DU Quebec ($167.73K), State Street Corp ($150.93K), and BlackRock Inc. ($146.70K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 6,548,874 shares in the last 24 months. This volume of shares sold represents approximately $2.71B in transactions.


This page (NYSE:FDS) was last updated on 4/20/2024 by MarketBeat.com Staff

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