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FactSet Research Systems (FDS) Institutional Ownership

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$440.67 -1.03 (-0.23%)
Closing price 03/7/2025 03:59 PM Eastern
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$440.74 +0.07 (+0.02%)
As of 03/7/2025 05:28 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)
458
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
345
Total
Institutional Outflows
(last 12 months)
$1.03B
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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
3/4/2025 Siemens Fonds Invest GmbH10,834$5.20M0.2%+871.7%0.028%
2/28/2025 Menard Financial Group LLC190$91K0.1%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH81,793$39.28M0.1%N/A0.215%
2/20/2025 Mackenzie Financial Corp6,161$2.96M0.0%+4.8%0.016%
2/20/2025 Forum Financial Management LP518$249K0.0%N/A0.001%
2/20/2025 Amiral Gestion1,000$480K0.3%N/A0.003%
2/19/2025 Toronto Dominion Bank20,732$9.96M0.0%+57.3%0.055%
2/19/2025 Formidable Asset Management LLC1,882$904K0.1%-6.7%0.005%
2/19/2025 Parr Mcknight Wealth Management Group LLC10,013$4.81M0.7%N/A0.026%
2/19/2025 Public Employees Retirement System of Ohio16,229$7.79M0.0%+6.8%0.043%
2/18/2025 Pacific Point Advisors LLC2,747$1.28M0.8%N/A0.007%
2/18/2025 Novem Group1,668$801K0.1%N/A0.004%
2/18/2025 Kolinsky Wealth Management LLC739$355K0.2%+3.2%0.002%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC297,822$143.04M0.0%+16.8%0.783%
2/17/2025 Voloridge Investment Management LLC144,135$69.23M0.2%-22.2%0.379%
2/17/2025 Worldquant Millennium Advisors LLC4,231$2.03M0.0%-87.6%0.011%
2/17/2025 Waverly Advisors LLC4,891$2.35M0.0%-1.4%0.013%
2/17/2025 Wellington Wealth Strategies LLC.3,244$1.49M1.4%N/A0.009%
2/17/2025 Woodline Partners LP2,282$1.10M0.0%+344.0%0.006%
2/17/2025 Vident Advisory LLC1,276$613K0.0%+174.4%0.003%
2/17/2025 Two Sigma Investments LP7,044$3.38M0.0%-63.9%0.019%
2/17/2025 Tidal Investments LLC1,088$523K0.0%-57.1%0.003%
2/17/2025 Toronto Dominion Bank20,732$9.96M0.0%+57.3%0.055%
2/17/2025 Siemens Fonds Invest GmbH10,834$5.20M0.3%+871.7%0.028%
2/17/2025 Shell Asset Management Co.3,185$1.53M0.1%-2.8%0.008%
2/17/2025 Royal Bank of Canada113,022$54.28M0.0%-12.2%0.297%
2/17/2025 Rafferty Asset Management LLC13,410$6.44M0.0%+4.0%0.035%
2/17/2025 Point72 Asia Singapore Pte. Ltd.5,532$2.66M0.7%N/A0.015%
2/17/2025 Point72 Asset Management L.P.138,186$66.37M0.1%N/A0.363%
2/17/2025 Point72 Europe London LLP23,300$11.19M0.6%+42.1%0.061%
2/17/2025 Point72 Hong Kong Ltd2,132$1.02M0.1%N/A0.006%
2/17/2025 Prana Capital Management LP1,811$870K0.0%-83.4%0.005%
2/17/2025 ProShare Advisors LLC8,549$4.11M0.0%+10.3%0.022%
2/17/2025 Quantinno Capital Management LP3,465$1.66M0.0%+48.6%0.009%
2/17/2025 Mufg Securities Americas Inc.561$269K0.0%N/A0.001%
2/17/2025 Man Group plc34,480$16.56M0.0%+4.5%0.091%
2/17/2025 Nissay Asset Management Corp Japan ADV4,984$2.43M0.0%+2.3%0.013%
2/17/2025 Nomura Holdings Inc.1,255$603K0.0%N/A0.003%
2/17/2025 Nuveen Asset Management LLC125,490$60.27M0.0%-3.8%0.330%
2/17/2025 Numerai GP LLC2,400$1.15M0.3%-46.5%0.006%
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2/17/2025 OMERS ADMINISTRATION Corp1,687$810K0.0%+11.0%0.004%
2/17/2025 Meridiem Capital Partners LP85,868$41.24M3.6%N/A0.226%
2/17/2025 Millennium Management LLC69,609$33.43M0.0%+24.2%0.183%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,886$5.23M0.0%-4.2%0.029%
2/17/2025 Moore Capital Management LP3,624$1.74M0.0%N/A0.010%
2/17/2025 Interval Partners LP20,362$9.78M0.2%N/A0.054%
2/17/2025 Janus Henderson Group PLC4,242$2.04M0.0%-18.8%0.011%
2/17/2025 Geller Advisors LLC468$225K0.0%+5.6%0.001%
2/17/2025 Gen Wealth Partners Inc1,703$818K0.4%+24.5%0.004%
2/17/2025 Focus Partners Wealth3,318$1.62M0.0%+88.7%0.009%
2/17/2025 Ensign Peak Advisors Inc21,054$10.11M0.0%-9.5%0.055%
2/17/2025 Ethic Inc.2,942$1.41M0.0%-4.6%0.008%
2/17/2025 Fullcircle Wealth LLC436$200K0.1%N/A0.001%
2/17/2025 Coastal Bridge Advisors LLC7,414$3.56M0.9%-0.3%0.019%
2/17/2025 D. E. Shaw & Co. Inc.4,590$2.20M0.0%-61.9%0.012%
2/17/2025 Deutsche Bank AG177,379$85.19M0.0%+17.9%0.466%
2/17/2025 CoreCap Advisors LLC1,334$641K0.0%+13.5%0.004%
2/17/2025 Covenant Partners LLC894$429K0.1%-7.6%0.002%
2/17/2025 Cresset Asset Management LLC1,379$662K0.0%-62.4%0.004%
2/17/2025 Crestline Management LP3,705$1.78M0.1%N/A0.010%
2/17/2025 Cetera Investment Advisers5,596$2.69M0.0%+6.9%0.015%
2/17/2025 Bridgefront Capital LLC2,204$1.06M0.4%+123.5%0.006%
2/17/2025 Capstone Investment Advisors LLC770$370K0.0%-55.9%0.002%
2/17/2025 Captrust Financial Advisors4,901$2.35M0.0%+0.8%0.013%
2/17/2025 Cary Street Partners Financial LLC60$29K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.27,865$13.38M0.0%-6.0%0.073%
2/17/2025 Bamco Inc. NY2,355,611$1.13B2.9%-4.9%6.194%
2/17/2025 Beck Bode LLC13,881$6.67M1.2%-4.3%0.037%
2/17/2025 Bank of America Corp DE541,261$259.96M0.0%-9.7%1.423%
2/17/2025 Benjamin Edwards Inc.1,962$943K0.0%+28.3%0.005%
2/17/2025 BNP Paribas Financial Markets81,364$39.08M0.0%+94.8%0.214%
2/17/2025 Ameriprise Financial Inc.121,867$58.53M0.0%-3.4%0.320%
2/17/2025 Aptus Capital Advisors LLC488$234K0.0%N/A0.001%
2/17/2025 AXA S.A.17,334$8.33M0.0%-50.0%0.046%
2/14/2025 Mercer Global Advisors Inc. ADV2,102$1.01M0.0%-16.3%0.006%
2/14/2025 Freestone Grove Partners LP804$386K0.0%N/A0.002%
2/14/2025 Comerica Bank11,016$5.29M0.0%-3.5%0.029%
2/14/2025 Schonfeld Strategic Advisors LLC16,074$7.72M0.0%-35.2%0.042%
2/14/2025 AQR Capital Management LLC28,447$13.66M0.0%-44.2%0.075%
2/14/2025 AdvisorShares Investments LLC14,643$7.03M1.4%+16.3%0.039%
2/14/2025 Lido Advisors LLC2,652$1.27M0.0%-10.7%0.007%
2/14/2025 Northern Trust Corp398,180$191.24M0.0%+13.9%1.047%
2/14/2025 The Manufacturers Life Insurance Company 24,391$11.72M0.0%-8.4%0.064%
2/14/2025 Tudor Investment Corp ET AL1,255$603K0.0%+4.6%0.003%
2/14/2025 Public Employees Retirement Association of Colorado3,750$1.80M0.0%-4.1%0.010%
2/14/2025 Earnest Partners LLC65,565$31.49M0.1%-10.6%0.172%
2/14/2025 Susquehanna Fundamental Investments LLC23,748$11.41M0.2%N/A0.062%
2/14/2025 Coldstream Capital Management Inc.1,906$916K0.0%+1.4%0.005%
2/14/2025 Kovitz Investment Group Partners LLC9,386$4.51M0.0%+1.9%0.025%
2/14/2025 Voya Investment Management LLC26,868$12.90M0.0%+36.5%0.071%
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2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.2,388$1.15M0.0%-17.8%0.006%
2/14/2025 Adage Capital Partners GP L.L.C.31,300$15.03M0.0%+133.6%0.082%
2/14/2025 MGO One Seven LLC820$394K0.0%+10.4%0.002%
2/14/2025 Price T Rowe Associates Inc. MD55,296$26.56M0.0%-62.4%0.145%
2/14/2025 Hsbc Holdings PLC105,496$50.80M0.0%+48.9%0.277%
2/14/2025 IHT Wealth Management LLC664$319K0.0%-17.2%0.002%
2/14/2025 J. Safra Sarasin Holding AG2,275$1.09M0.0%-11.2%0.006%
2/14/2025 Stifel Financial Corp44,746$21.52M0.0%+4.3%0.118%
2/14/2025 OneDigital Investment Advisors LLC3,538$1.70M0.0%-4.0%0.009%
2/14/2025 State of Tennessee Department of Treasury10,825$5.20M0.0%-3.9%0.028%
(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 651 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), 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), AustralianSuper Pty Ltd ($202.72K), and Champlain Investment Partners LLC ($179.10K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 6,881,941 shares in the last 24 months. This purchase volume represents approximately $3.05B in transactions.

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

Of the 489 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 4,404,641 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 3/10/2025 by MarketBeat.com Staff
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