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FactSet Research Systems (FDS) Institutional Ownership

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$421.30 +5.04 (+1.21%)
Closing price 03:59 PM Eastern
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$421.42 +0.12 (+0.03%)
As of 05:54 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)
502
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
379
Total
Institutional Outflows
(last 12 months)
$1.48B
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FDS Institutional Buying and Selling by Quarter

FactSet Research Systems Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025Aberdeen Group plc34,595$15.34M0.0%+13.1%0.091%
7/24/2025Lmcg Investments LLC1,032$462K0.0%-2.3%0.003%
7/24/2025JFS Wealth Advisors LLC183$82K0.0%-50.8%0.000%
7/24/2025Strong Tower Advisory Services6,605$2.95M0.6%+3.2%0.017%
7/24/2025Blue Trust Inc.245$110K0.0%+20.1%0.001%
7/24/2025Robertson Stephens Wealth Management LLC454$203K0.0%-12.4%0.001%
7/24/2025L. Roy Papp & Associates LLP18,791$8.41M1.0%+2.6%0.050%
7/24/2025Birch Capital Management LLC8,547$3.82M2.0%-0.7%0.023%
7/24/2025Stiles Financial Services Inc4,995$2.23M0.8%-3.2%0.013%
7/24/2025Stonebridge Financial Group LLC9,676$4.33M0.4%+2.6%0.026%
7/24/2025IFP Advisors Inc420$189K0.0%+165.8%0.001%
7/24/2025Callan Family Office LLC8,710$3.90M0.1%+1,069.1%0.023%
7/24/2025US Bancorp DE9,060$4.05M0.0%-4.7%0.024%
7/23/2025 Vontobel Holding Ltd.1,107$495K0.0%-5.6%0.003%
7/23/2025 Valmark Advisers Inc.1,970$881K0.0%+1.3%0.005%
7/23/2025 Venturi Wealth Management LLC3,416$1.53M0.1%-8.9%0.009%
7/23/2025 Shell Asset Management Co.6,354$2.84M0.1%+107.9%0.017%
7/23/2025 KLP Kapitalforvaltning AS12,900$5.77M0.0%+2.4%0.034%
7/23/2025 Prime Capital Investment Advisors LLC2,373$1.06M0.0%-6.8%0.006%
7/22/2025 D.B. Root & Company LLC2,163$967K0.3%-2.5%0.006%
7/22/2025 Belpointe Asset Management LLC1,057$473K0.0%+34.1%0.003%
7/22/2025 Eads & Heald Wealth Management3,336$1.49M0.7%-0.8%0.009%
7/22/2025 Marks Group Wealth Management Inc33,418$14.95M1.4%+1.7%0.088%
7/22/2025 Running Oak Capital LLC36,263$16.22M1.8%+7.0%0.096%
7/21/2025 QRG Capital Management Inc.1,547$692K0.0%+15.5%0.004%
7/21/2025 Copeland Capital Management LLC58,101$25.99M0.5%-10.3%0.154%
7/21/2025 Mattern Capital Management LLC19,875$8.89M1.1%+1.2%0.053%
7/21/2025 Hilltop National Bank150$67K0.0%N/A0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.17,433$7.80M0.0%-6.9%0.046%
7/21/2025 J. Safra Sarasin Holding AG5,341$2.39M0.0%+155.6%0.014%
7/21/2025 ASR Vermogensbeheer N.V.1,422$636K0.0%+26.3%0.004%
7/18/2025 Naples Global Advisors LLC4,527$2.03M0.2%+6.1%0.012%
7/18/2025 Robeco Institutional Asset Management B.V.3,539$1.58M0.0%+12.9%0.009%
7/18/2025 Precision Wealth Strategies LLC456$204K0.1%-21.9%0.001%
7/18/2025 Ninety One North America Inc.84,686$37.88M1.9%+42.7%0.224%
7/18/2025 Ninety One UK Ltd1,192,634$533.44M1.3%+0.1%3.154%
7/18/2025 Pacific Point Advisors LLC3,237$1.45M0.8%+6.4%0.009%
7/18/2025 LBP AM SA6,303$2.82M0.0%-25.3%0.017%
7/18/2025 Truist Financial Corp22,313$9.98M0.0%+0.5%0.059%
7/17/2025 JLB & Associates Inc.10,751$4.81M0.7%-4.3%0.028%
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7/17/2025 Mattern Wealth Management LLC1,195$534K0.1%-2.5%0.003%
7/17/2025 HB Wealth Management LLC1,027$459K0.0%-28.0%0.003%
7/17/2025 Janney Montgomery Scott LLC42,509$19.01M0.0%-17.7%0.112%
7/17/2025 Taylor Frigon Capital Management LLC3,333$1.49M0.8%-1.5%0.009%
7/17/2025 V Square Quantitative Management LLC1,144$512K0.1%+11.2%0.003%
7/17/2025 Klein Pavlis & Peasley Financial Inc.2,340$1.05M0.7%+20.8%0.006%
7/17/2025 Capital Insight Partners LLC7,861$3.52M0.6%-12.0%0.021%
7/17/2025 Avior Wealth Management LLC1,094$489K0.0%+44.5%0.003%
7/16/2025 ORG Partners LLC205$93K0.0%+13.9%0.001%
7/16/2025 State of Alaska Department of Revenue14,690$6.57M0.1%+14.1%0.039%
7/16/2025 Patton Fund Management Inc.518$232K0.2%N/A0.001%
7/16/2025 Novem Group2,024$905K0.1%-11.2%0.005%
7/16/2025 CX Institutional207$93K0.0%+58.0%0.001%
7/16/2025 PineStone Asset Management Inc.380,459$170.17M1.1%+8.8%1.006%
7/16/2025 Perigon Wealth Management LLC668$299K0.0%+7.9%0.002%
7/15/2025 Palumbo Wealth Management LLC4,473$2M0.6%-3.1%0.012%
7/15/2025 Harrell Investment Partners LLC1,653$739K0.2%N/A0.004%
7/15/2025 Public Employees Retirement System of Ohio14,239$6.37M0.0%+0.4%0.038%
7/15/2025 Ballentine Partners LLC1,058$473K0.0%+6.0%0.003%
7/15/2025 Norden Group LLC1,271$568K0.1%-1.9%0.003%
7/15/2025 Revisor Wealth Management LLC826$372K0.1%+20.6%0.002%
7/14/2025 KFG Wealth Management LLC1,282$573K0.1%+7.3%0.003%
7/14/2025 GAMMA Investing LLC1,110$496K0.0%+17.3%0.003%
7/14/2025 Clear Harbor Asset Management LLC760$340K0.0%+43.4%0.002%
7/14/2025 Park Avenue Securities LLC1,174$525K0.0%-7.5%0.003%
7/14/2025 Sowell Financial Services LLC853$382K0.0%+11.6%0.002%
7/11/2025 Mitchell & Pahl Private Wealth LLC2,070$926K0.4%+5.3%0.005%
7/11/2025 Farther Finance Advisors LLC549$246K0.0%+21.2%0.001%
7/11/2025 CX Institutional207$93K0.0%+58.0%0.001%
7/11/2025 Global X Japan Co. Ltd.1,393$623K0.1%+7.5%0.004%
7/11/2025 Assenagon Asset Management S.A.1,408$630K0.0%-15.4%0.004%
7/11/2025 Perpetual Ltd1,394$624K0.0%+100.9%0.004%
7/11/2025 IFM Investors Pty Ltd7,276$3.25M0.0%+4.5%0.019%
7/10/2025 Canoe Financial LP24,555$10.98M0.2%-6.1%0.065%
7/10/2025 Legacy Financial Strategies LLC5,513$2.47M0.5%N/A0.015%
7/10/2025 Rockland Trust Co.454$203K0.0%-11.2%0.001%
7/10/2025 Baker Tilly Wealth Management LLC1,173$525K0.2%-3.3%0.003%
7/10/2025 Marshall Financial Group LLC2,780$1.25M0.2%+2.5%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC5,763$2.58M0.0%-2.8%0.015%
7/10/2025 Bath Savings Trust Co29,991$13.41M1.4%-2.9%0.079%
7/10/2025 Mn Services Vermogensbeheer B.V.14,000$6.26M0.0%+1.4%0.037%
7/10/2025 Wedmont Private Capital739$331K0.0%N/A0.002%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd4,939$2.21M0.0%+2.7%0.013%
7/9/2025 Procyon Advisors LLC1,643$735K0.1%-77.0%0.004%
7/9/2025 Gateway Investment Advisers LLC15,220$6.81M0.1%-0.7%0.040%
7/9/2025 Baron Wealth Management LLC643$288K0.1%+23.7%0.002%
7/9/2025 Harbor Capital Advisors Inc.4,444$1.99M0.1%+2.0%0.012%
7/9/2025 Czech National Bank9,275$4.15M0.0%+6.2%0.025%
7/8/2025 Everpar Advisors LLC567$254K0.1%+14.1%0.001%
7/8/2025 E. Ohman J or Asset Management AB1,604$717K0.0%-11.1%0.004%
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7/8/2025 Parallel Advisors LLC315$141K0.0%+24.5%0.001%
7/7/2025 Somerset Trust Co8,703$3.89M1.3%-0.4%0.023%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.5,879$2.63M0.3%+13.1%0.015%
7/2/2025 First Financial Bank Trust Division953$426K0.0%-4.0%0.003%
6/18/2025Voya Investment Management LLC26,418$12.01M0.0%-1.7%0.070%
6/4/2025 First Hawaiian Bank4,175$1.90M0.1%-50.4%0.011%
5/29/2025Apeiron RIA LLC945$430K0.1%+6.7%0.002%
5/21/2025Geneos Wealth Management Inc.98$45K0.0%+188.2%0.000%
5/20/2025 Belpointe Asset Management LLC788$358K0.0%-4.3%0.002%
5/20/2025Intech Investment Management LLC8,404$3.82M0.0%+7.9%0.022%
(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, 843 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 ($1.13B), 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 FactSet Research Systems' 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 690 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 ($430.25K), International Assets Investment Management LLC ($274.48K), Congress Asset Management Co. MA ($268.02K), PineStone Asset Management Inc. ($244.87K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($213.88K), and Millennium Management LLC ($169.91K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 3,918,577 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

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

Of the 378 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: Massachusetts Financial Services Co. MA ($393.59K), Bamco Inc. NY ($296.86K), Congress Asset Management Co. ($247.98K), Fiera Capital Corp ($197.25K), Thrivent Financial for Lutherans ($194.95K), Kayne Anderson Rudnick Investment Management LLC ($190.80K), and Loomis Sayles & Co. L P ($96.52K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 3,216,378 shares in the last 24 months. This volume of shares sold represents approximately $1.48B in transactions.


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This page (NYSE:FDS) was last updated on 7/24/2025 by MarketBeat.com Staff
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