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FactSet Research Systems (FDS) Institutional Ownership

FactSet Research Systems logo
$474.44 -6.96 (-1.45%)
(As of 11/20/2024 ET)
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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)
397
Total
Institutional Inflows
(last 12 months)
$823.00M
Number of
Institutional Sellers
(last 12 months)
296
Total
Institutional Outflows
(last 12 months)
$727.12M
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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
11/18/2024 Teachers Retirement System of The State of Kentucky2,829$1.30M0.0%-6.3%0.007%
11/18/2024 Toronto Dominion Bank13,180$6.06M0.0%-30.7%0.035%
11/18/2024 Coldstream Capital Management Inc.1,880$869K0.0%-65.9%0.005%
11/16/2024 Geode Capital Management LLC1,001,924$460.47M0.0%+0.8%2.637%
11/15/2024 M&T Bank Corp11,525$5.30M0.0%+25.7%0.030%
11/15/2024 Continuum Advisory LLC159$79K0.0%+5,200.0%0.000%
11/15/2024 Geller Advisors LLC443$204K0.0%N/A0.001%
11/15/2024 Public Employees Retirement System of Ohio15,200$6.99M0.0%-7.0%0.040%
11/15/2024 Nomura Asset Management Co. Ltd.11,466$5.27M0.0%+8.5%0.030%
11/15/2024 MML Investors Services LLC2,177$1.00M0.0%+6.0%0.006%
11/15/2024 Kensington Investment Counsel LLC6,433$2.96M1.2%+2.5%0.017%
11/15/2024 Orion Portfolio Solutions LLC773$355K0.0%-2.8%0.002%
11/15/2024 XTX Topco Ltd6,771$3.11M0.2%+4.8%0.018%
11/15/2024 iSAM Funds UK Ltd509$234K0.1%-74.1%0.001%
11/15/2024 National Bank of Canada FI28,243$12.99M0.0%+6.9%0.074%
11/15/2024 Hendershot Investments Inc.12,204$5.61M0.8%-0.4%0.032%
11/15/2024 EP Wealth Advisors LLC791$364K0.0%N/A0.002%
11/15/2024 Kovitz Investment Group Partners LLC9,211$4.07M0.0%N/A0.024%
11/15/2024 Wellington Management Group LLP575$264K0.0%-25.7%0.002%
11/15/2024 Worldquant Millennium Advisors LLC34,012$15.64M0.1%+84.1%0.090%
11/15/2024 State Street Corp1,932,376$888.60M0.0%+2.2%5.087%
11/15/2024 Stevens Capital Management LP664$305K0.0%-80.7%0.002%
11/15/2024 Stifel Financial Corp42,909$19.76M0.0%-2.3%0.113%
11/15/2024 Quantinno Capital Management LP2,332$1.07M0.0%+37.1%0.006%
11/15/2024 Quarry LP74$34K0.0%-51.3%0.000%
11/15/2024 Royal London Asset Management Ltd.122,770$56.46M0.1%-1.0%0.323%
11/15/2024 Petrus Trust Company LTA1,499$689K0.1%+24.2%0.004%
11/15/2024 Prana Capital Management LP10,877$5.00M0.2%N/A0.029%
11/15/2024 Motley Fool Asset Management LLC521$237K0.0%-8.4%0.001%
11/15/2024 IHT Wealth Management LLC802$368K0.0%+19.7%0.002%
11/15/2024 Integrated Wealth Concepts LLC1,995$917K0.0%+31.0%0.005%
11/15/2024 Investment Management Corp of Ontario1,214$558K0.0%+32.8%0.003%
11/15/2024 Janus Henderson Group PLC5,224$2.40M0.0%-3.7%0.014%
11/15/2024 HighTower Advisors LLC97,635$44.87M0.1%-2.9%0.257%
11/15/2024 Chevy Chase Trust Holdings LLC20,839$9.58M0.0%-2.1%0.055%
11/15/2024 Benjamin Edwards Inc.1,529$704K0.0%N/A0.004%
11/15/2024 Aureus Asset Management LLC775$356K0.0%-20.5%0.002%
11/15/2024 Bamco Inc. NY2,478,027$1.14B3.0%-6.6%6.523%
11/15/2024 Erste Asset Management GmbH12,492$5.73M0.1%N/A0.033%
11/14/2024 American Capital Management Inc.185,143$85.14M2.8%-0.7%0.487%
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11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp6,348$2.92M0.0%-13.0%0.017%
11/14/2024 Edgestream Partners L.P.4,720$2.17M0.1%N/A0.012%
11/14/2024 Point72 Europe London LLP16,400$7.54M0.5%N/A0.043%
11/14/2024 Verition Fund Management LLC12,818$5.89M0.0%N/A0.034%
11/14/2024 Captrust Financial Advisors4,861$2.24M0.0%-16.5%0.013%
11/14/2024 Rockefeller Capital Management L.P.47,988$22.07M0.1%-2.5%0.126%
11/14/2024 Hantz Financial Services Inc.21,892$10.07M0.2%-3.3%0.058%
11/14/2024 Vinva Investment Management Ltd933$428K0.0%+74.1%0.002%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC255,014$117.27M0.0%-5.0%0.671%
11/14/2024 Public Sector Pension Investment Board6,698$3.08M0.0%+3.1%0.018%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 15,241$7.01M0.0%+2.0%0.040%
11/14/2024 FORA Capital LLC6,137$2.82M0.3%+1.3%0.016%
11/14/2024 MetLife Investment Management LLC10,506$4.83M0.0%-2.6%0.028%
11/13/2024 Glenmede Trust Co. NA1,822$838K0.0%-9.8%0.005%
11/13/2024 Townsquare Capital LLC24,026$11.05M0.1%+9.2%0.063%
11/13/2024 BNP Paribas Financial Markets41,771$19.21M0.0%+2.6%0.110%
11/13/2024 Brooklyn Investment Group76$35K0.0%N/A0.000%
11/13/2024 Quantbot Technologies LP6,633$3.05M0.1%-9.4%0.017%
11/13/2024 FMR LLC77,447$35.61M0.0%+14.0%0.204%
11/13/2024 The Manufacturers Life Insurance Company 26,641$12.25M0.0%-0.9%0.070%
11/13/2024 Bank of Montreal Can41,872$19.20M0.0%-4.1%0.110%
11/13/2024 Trust Asset Management LLC439$202K0.0%N/A0.001%
11/13/2024 Private Trust Co. NA269$124K0.0%-40.5%0.001%
11/13/2024 Loomis Sayles & Co. L P1,553,303$714.29M0.9%-2.8%4.089%
11/13/2024 Dynamic Technology Lab Private Ltd1,559$716K0.1%-84.4%0.004%
11/13/2024Fisher Asset Management LLC25,185$11.58M0.0%+12.4%0.066%
11/13/2024 Daiwa Securities Group Inc.8,943$4.11M0.0%+2.5%0.024%
11/12/2024 Summit Trail Advisors LLC907$417K0.0%N/A0.002%
11/12/2024Larson Financial Group LLC617$284K0.0%+38.0%0.002%
11/12/2024 Palisade Asset Management LLC2,325$1.07M0.1%+20.8%0.006%
11/12/2024 Kingsview Wealth Management LLC2,798$1.29M0.0%-5.8%0.007%
11/12/2024 Cerity Partners LLC5,124$2.36M0.0%+164.0%0.013%
11/12/2024 Great Valley Advisor Group Inc.486$224K0.0%N/A0.001%
11/12/2024 Champlain Investment Partners LLC353,702$162.65M1.0%-2.6%0.931%
11/12/2024 Meridian Wealth Management LLC698$321K0.0%N/A0.002%
11/12/2024 Icon Wealth Advisors LLC4,416$2.03M0.1%+1,068.3%0.012%
11/12/2024 Citigroup Inc.30,519$14.03M0.0%-3.0%0.080%
11/12/2024 Raymond James Trust N.A.948$436K0.0%+2.3%0.002%
11/12/2024 Charles Schwab Investment Management Inc.373,386$171.70M0.0%+1.1%0.983%
11/12/2024 Banco Santander S.A.7,490$3.44M0.0%-5.2%0.020%
11/12/2024 Massachusetts Financial Services Co. MA411,684$189.31M0.1%-6.8%1.084%
11/12/2024 Integrated Investment Consultants LLC2,609$1.20M0.0%+24.7%0.007%
11/9/2024 Intech Investment Management LLC12,151$5.59M0.1%+29.4%0.032%
11/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.30,439$14.00M0.0%-16.2%0.080%
11/8/2024 Moran Wealth Management LLC23,848$10.97M0.3%+1.3%0.063%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.17,813$8.19M0.0%+153.7%0.047%
11/8/2024 Commerce Bank11,705$5.38M0.0%-1.7%0.031%
11/8/2024 Strategy Asset Managers LLC735$338K0.1%+8.2%0.002%
11/8/2024 Prospera Private Wealth LLC259$119K0.0%N/A0.001%
11/8/2024 Avior Wealth Management LLC1,209$556K0.0%-11.9%0.003%
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The last time the "Buffett Indicator" flashed this red was in 2000 - right before the market crashed 50%.

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11/8/2024 PNC Financial Services Group Inc.28,825$13.26M0.0%-4.3%0.076%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG1,600$736K0.0%N/A0.004%
11/8/2024 Prospera Financial Services Inc6,970$3.21M0.1%-0.9%0.018%
11/7/2024 Verity & Verity LLC847$389K0.0%+12.0%0.002%
11/7/2024 Caprock Group LLC558$257K0.0%-14.5%0.001%
11/7/2024 Pathstone Holdings LLC8,118$3.73M0.0%-1.8%0.021%
11/7/2024 Cassaday & Co Wealth Management LLC442$203K0.0%N/A0.001%
11/7/2024 Drive Wealth Management LLC465$214K0.1%N/A0.001%
11/7/2024 J. W. Coons Advisors LLC1,645$756K0.2%+7.2%0.004%
11/7/2024 Quest Partners LLC449$206K0.0%+560.3%0.001%
(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, 739 institutional investors and hedge funds held shares of FactSet Research Systems. The most heavily invested institutionals were Vanguard Group Inc. ($2.08B), BlackRock Inc. ($1.27B), Bamco Inc. NY ($1.14B), State Street Corp ($888.60M), Wells Fargo & Company MN ($717.89M), Loomis Sayles & Co. L P ($714.29M), 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 588 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. ($242.70K), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($220.24K), 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 5,703,582 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

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

Of the 459 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: Fiera Capital Corp ($270.11K), Bamco Inc. NY ($219.02K), Vaughan Nelson Investment Management L.P. ($131.58K), Ninety One UK Ltd ($106.05K), Robeco Institutional Asset Management B.V. ($103.22K), Loomis Sayles & Co. L P ($102.90K), and Invesco Ltd. ($96.06K).

How much institutional selling is happening at FactSet Research Systems?

Institutional investors have sold a total of 3,936,006 shares in the last 24 months. This volume of shares sold represents approximately $1.68B in transactions.


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This page (NYSE:FDS) was last updated on 11/21/2024 by MarketBeat.com Staff
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