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FactSet Research Systems (FDS) Institutional Ownership

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$416.16 -10.66 (-2.50%)
Closing price 03:59 PM Eastern
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$416.68 +0.52 (+0.13%)
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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)
461
Total
Institutional Inflows
(last 12 months)
$1.54B
Number of
Institutional Sellers
(last 12 months)
345
Total
Institutional Outflows
(last 12 months)
$1.04B
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FDS Institutional Buying and Selling by Quarter

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FactSet Research Systems Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025Thurston Springer Miller Herd & Titak Inc.5,198$2.36M0.4%+24.6%0.014%
4/10/2025Naples Global Advisors LLC4,268$1.94M0.2%+3.7%0.011%
4/10/2025L. Roy Papp & Associates LLP18,308$8.32M1.0%-2.9%0.048%
4/10/2025Portside Wealth Group LLC3,472$1.67M0.3%+4.3%0.009%
4/10/2025Contravisory Investment Management Inc.1,117$508K0.1%N/A0.003%
4/9/2025 Sentry Investment Management LLC111$50K0.0%-22.9%0.000%
4/9/2025 Merit Financial Group LLC1,104$502K0.0%N/A0.003%
4/9/2025 Strong Tower Advisory Services6,403$2.91M0.7%+27.9%0.017%
4/9/2025 Baker Tilly Wealth Management LLC1,213$552K0.2%-5.0%0.003%
4/9/2025 American National Bank & Trust96$44K0.0%N/A0.000%
4/9/2025 Czech National Bank8,734$3.97M0.0%+6.0%0.023%
4/9/2025 JGP Wealth Management LLC18,504$8.41M1.1%-11.1%0.049%
4/8/2025 Rhumbline Advisers83,310$37.88M0.0%+5.5%0.219%
4/8/2025 Fifth Third Wealth Advisors LLC698$317K0.0%+57.6%0.002%
4/8/2025 Dumont & Blake Investment Advisors LLC559$254K0.1%-7.8%0.001%
4/8/2025 Somerset Trust Co8,735$3.97M1.4%+3.8%0.023%
4/7/2025 GAMMA Investing LLC430,089$195.54M0.0%+40,436.2%1.131%
4/7/2025 Bath Savings Trust Co30,887$14.04M1.5%-2.0%0.081%
4/3/2025 First Hawaiian Bank4,175$1.90M0.1%-50.4%0.011%
4/1/2025 MassMutual Private Wealth & Trust FSB118$54K0.0%+31.1%0.000%
4/1/2025 First Financial Bank Trust Division993$451K0.0%-51.6%0.003%
3/18/2025California State Teachers Retirement System61,364$29.47M0.0%+5.7%0.161%
3/17/2025Wealth Enhancement Advisory Services LLC4,370$2.10M0.0%+6.1%0.011%
3/4/2025Siemens Fonds Invest GmbH10,834$5.20M0.2%+871.7%0.028%
2/28/2025Menard Financial Group LLC190$91K0.1%N/A0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH81,793$39.28M0.1%N/A0.215%
2/20/2025Mackenzie Financial Corp6,161$2.96M0.0%+4.8%0.016%
2/20/2025Forum Financial Management LP518$249K0.0%N/A0.001%
2/20/2025Amiral Gestion1,000$480K0.3%N/A0.003%
2/19/2025Toronto Dominion Bank20,732$9.96M0.0%+57.3%0.055%
2/19/2025Formidable Asset Management LLC1,882$904K0.1%-6.7%0.005%
2/19/2025Parr Mcknight Wealth Management Group LLC10,013$4.81M0.7%N/A0.026%
2/19/2025Public Employees Retirement System of Ohio16,229$7.79M0.0%+6.8%0.043%
2/18/2025Pacific Point Advisors LLC2,747$1.28M0.8%N/A0.007%
2/18/2025Novem Group1,668$801K0.1%N/A0.004%
2/18/2025Kolinsky Wealth Management LLC739$355K0.2%+3.2%0.002%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC297,822$143.04M0.0%+16.8%0.783%
2/17/2025Voloridge Investment Management LLC144,135$69.23M0.2%-22.2%0.379%
2/17/2025Worldquant Millennium Advisors LLC4,231$2.03M0.0%-87.6%0.011%
2/17/2025Waverly Advisors LLC4,891$2.35M0.0%-1.4%0.013%
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars (Ad)

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2/17/2025Wellington Wealth Strategies LLC.3,244$1.49M1.4%N/A0.009%
2/17/2025Woodline Partners LP2,282$1.10M0.0%+344.0%0.006%
2/17/2025Vident Advisory LLC1,276$613K0.0%+174.4%0.003%
2/17/2025Two Sigma Investments LP7,044$3.38M0.0%-63.9%0.019%
2/17/2025Tidal Investments LLC1,088$523K0.0%-57.1%0.003%
2/17/2025Toronto Dominion Bank20,732$9.96M0.0%+57.3%0.055%
2/17/2025Siemens Fonds Invest GmbH10,834$5.20M0.3%+871.7%0.028%
2/17/2025Shell Asset Management Co.3,185$1.53M0.1%-2.8%0.008%
2/17/2025Royal Bank of Canada113,022$54.28M0.0%-12.2%0.297%
2/17/2025Rafferty Asset Management LLC13,410$6.44M0.0%+4.0%0.035%
2/17/2025Point72 Asia Singapore Pte. Ltd.5,532$2.66M0.7%N/A0.015%
2/17/2025Point72 Asset Management L.P.138,186$66.37M0.1%N/A0.363%
2/17/2025Point72 Europe London LLP23,300$11.19M0.6%+42.1%0.061%
2/17/2025Point72 Hong Kong Ltd2,132$1.02M0.1%N/A0.006%
2/17/2025Prana Capital Management LP1,811$870K0.0%-83.4%0.005%
2/17/2025ProShare Advisors LLC8,549$4.11M0.0%+10.3%0.022%
2/17/2025Quantinno Capital Management LP3,465$1.66M0.0%+48.6%0.009%
2/17/2025Mufg Securities Americas Inc.561$269K0.0%N/A0.001%
2/17/2025Man Group plc34,480$16.56M0.0%+4.5%0.091%
2/17/2025Nissay Asset Management Corp Japan ADV4,984$2.43M0.0%+2.3%0.013%
2/17/2025Nomura Holdings Inc.1,255$603K0.0%N/A0.003%
2/17/2025Nuveen Asset Management LLC125,490$60.27M0.0%-3.8%0.330%
2/17/2025Numerai GP LLC2,400$1.15M0.3%-46.5%0.006%
2/17/2025OMERS ADMINISTRATION Corp1,687$810K0.0%+11.0%0.004%
2/17/2025Meridiem Capital Partners LP85,868$41.24M3.6%N/A0.226%
2/17/2025Millennium Management LLC69,609$33.43M0.0%+24.2%0.183%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,886$5.23M0.0%-4.2%0.029%
2/17/2025Moore Capital Management LP3,624$1.74M0.0%N/A0.010%
2/17/2025Interval Partners LP20,362$9.78M0.2%N/A0.054%
2/17/2025Janus Henderson Group PLC4,242$2.04M0.0%-18.8%0.011%
2/17/2025Geller Advisors LLC468$225K0.0%+5.6%0.001%
2/17/2025Gen Wealth Partners Inc1,703$818K0.4%+24.5%0.004%
2/17/2025Focus Partners Wealth3,318$1.62M0.0%+88.7%0.009%
2/17/2025Ensign Peak Advisors Inc21,054$10.11M0.0%-9.5%0.055%
2/17/2025Ethic Inc.2,942$1.41M0.0%-4.6%0.008%
2/17/2025Fullcircle Wealth LLC436$200K0.1%N/A0.001%
2/17/2025Coastal Bridge Advisors LLC7,414$3.56M0.9%-0.3%0.019%
2/17/2025D. E. Shaw & Co. Inc.4,590$2.20M0.0%-61.9%0.012%
2/17/2025Deutsche Bank AG177,379$85.19M0.0%+17.9%0.466%
2/17/2025CoreCap Advisors LLC1,334$641K0.0%+13.5%0.004%
2/17/2025Covenant Partners LLC894$429K0.1%-7.6%0.002%
2/17/2025Cresset Asset Management LLC1,379$662K0.0%-62.4%0.004%
2/17/2025Crestline Management LP3,705$1.78M0.1%N/A0.010%
2/17/2025Cetera Investment Advisers5,596$2.69M0.0%+6.9%0.015%
2/17/2025Bridgefront Capital LLC2,204$1.06M0.4%+123.5%0.006%
2/17/2025Capstone Investment Advisors LLC770$370K0.0%-55.9%0.002%
2/17/2025Captrust Financial Advisors4,901$2.35M0.0%+0.8%0.013%
2/17/2025Cary Street Partners Financial LLC60$29K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.27,865$13.38M0.0%-6.0%0.073%
2/17/2025Bamco Inc. NY2,355,611$1.13B2.9%-4.9%6.194%
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars (Ad)

Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech shift. Here’s how to position early.

Musk just lit the fuse on AI 2.0 — here's how to get ahead.
2/17/2025Beck Bode LLC13,881$6.67M1.2%-4.3%0.037%
2/17/2025Bank of America Corp DE541,261$259.96M0.0%-9.7%1.423%
2/17/2025Benjamin Edwards Inc.1,962$943K0.0%+28.3%0.005%
2/17/2025BNP Paribas Financial Markets81,364$39.08M0.0%+94.8%0.214%
2/17/2025Ameriprise Financial Inc.121,867$58.53M0.0%-3.4%0.320%
2/17/2025Aptus Capital Advisors LLC488$234K0.0%N/A0.001%
2/17/2025AXA S.A.17,334$8.33M0.0%-50.0%0.046%
2/14/2025Mercer Global Advisors Inc. ADV2,102$1.01M0.0%-16.3%0.006%
2/14/2025Freestone Grove Partners LP804$386K0.0%N/A0.002%
2/14/2025Comerica Bank11,016$5.29M0.0%-3.5%0.029%
(Data available from 1/1/2016 forward)

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FDS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDS shares?

During the previous two years, 809 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were Vanguard Group Inc. ($2.24B), 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 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 654 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 ($430.09K), International Assets Investment Management LLC ($274.48K), Congress Asset Management Co. MA ($268.02K), PineStone Asset Management Inc. ($261.79K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($216.81K), and AustralianSuper Pty Ltd ($202.72K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 7,322,901 shares in the last 24 months. This purchase volume represents approximately $3.25B in transactions.

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

Of the 488 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: Bamco Inc. NY ($337.20K), Fiera Capital Corp ($258.55K), Thrivent Financial for Lutherans ($194.95K), Loomis Sayles & Co. L P ($153.88K), Vaughan Nelson Investment Management L.P. ($127.26K), Invesco Ltd. ($96.06K), and Price T Rowe Associates Inc. MD ($91.73K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 4,405,387 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.


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This page (NYSE:FDS) was last updated on 4/10/2025 by MarketBeat.com Staff
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