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FactSet Research Systems (FDS) Institutional Ownership

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$472.94 +8.31 (+1.79%)
As of 01:17 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)
395
Total
Institutional Inflows
(last 12 months)
$772.36M
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$675.89M
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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
1/30/2025 Blue Trust Inc.76$37K0.0%-66.7%0.000%
1/30/2025New York State Teachers Retirement System32,710$15.71M0.0%-11.1%0.086%
1/30/2025Chevy Chase Trust Holdings LLC20,311$9.76M0.0%-2.5%0.053%
1/30/2025V Square Quantitative Management LLC989$475K0.1%-8.1%0.003%
1/30/2025DT Investment Partners LLC80$38K0.0%-33.3%0.000%
1/30/2025Vontobel Holding Ltd.1,282$616K0.0%-3.1%0.003%
1/30/2025Asset Management One Co. Ltd.14,241$6.93M0.0%+2.6%0.037%
1/29/2025Fiera Capital Corp285,443$137.09M0.4%-2.0%0.751%
1/29/2025Van ECK Associates Corp8,267$3.97M0.0%+3.9%0.022%
1/29/2025Naples Global Advisors LLC4,115$1.98M0.2%+2.7%0.011%
1/29/2025Allspring Global Investments Holdings LLC3,424$1.63M0.0%-2.4%0.009%
1/29/2025Marks Group Wealth Management Inc31,565$15.16M1.5%-0.8%0.083%
1/29/2025Hartford Investment Management Co.2,343$1.13M0.0%-1.9%0.006%
1/29/2025Certuity LLC878$422K0.0%-6.2%0.002%
1/29/2025Louisiana State Employees Retirement System2,000$961K0.0%-4.8%0.005%
1/29/2025L. Roy Papp & Associates LLP18,853$9.06M1.1%-1.0%0.050%
1/29/2025Stonebridge Financial Group LLC9,154$4.40M0.5%N/A0.024%
1/29/2025Core Alternative Capital13,885$6.67M1.4%-6.9%0.037%
1/29/2025Eukles Asset Management7,824$3.76M1.6%-1.2%0.021%
1/29/2025Savant Capital LLC562$270K0.0%+8.9%0.001%
1/28/2025 Angeles Wealth Management LLC602$289K0.0%-6.1%0.002%
1/28/2025 Stiles Financial Services Inc5,537$2.66M1.0%-4.8%0.015%
1/28/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA44,186$21.01M0.2%-1.5%0.116%
1/28/2025 Kestra Private Wealth Services LLC2,017$969K0.0%+2.4%0.005%
1/28/2025 Stephens Inc. AR8,705$4.18M0.1%-1.7%0.023%
1/28/2025 Birch Hill Investment Advisors LLC1,098$527K0.0%+8.5%0.003%
1/28/2025 Hendershot Investments Inc.12,072$5.80M0.8%-1.1%0.032%
1/28/2025 Wilmington Savings Fund Society FSB905$434K0.0%+3.2%0.002%
1/28/2025 Kingsview Wealth Management LLC2,732$1.31M0.0%-2.4%0.007%
1/28/2025 Shepherd Financial Partners LLC804$386K0.0%-8.3%0.002%
1/28/2025 Dock Street Asset Management Inc.1,021$490K0.1%-94.8%0.003%
1/28/2025 Tobam159$76K0.0%-40.9%0.000%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd4,776$2.29M0.0%+25.0%0.013%
1/28/2025 Sumitomo Mitsui Trust Group Inc.88,485$42.50M0.0%+5.2%0.233%
1/27/2025 Klein Pavlis & Peasley Financial Inc.1,796$863K0.7%-1.2%0.005%
1/27/2025 Financial Advocates Investment Management1,054$506K0.0%+4.0%0.003%
1/27/2025 State of Alaska Department of Revenue12,760$6.13M0.1%-21.1%0.034%
1/27/2025 Capital Investment Services of America Inc.1,330$639K0.1%-15.4%0.003%
1/27/2025 Choreo LLC665$321K0.0%+12.0%0.002%
1/27/2025 Mirae Asset Global Investments Co. Ltd.18,814$9.09M0.0%+5.2%0.049%
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1/27/2025 Stratos Wealth Partners LTD.2,596$1.25M0.0%+2.4%0.007%
1/27/2025 Yousif Capital Management LLC4,626$2.22M0.0%-3.3%0.012%
1/27/2025 Retirement Systems of Alabama8,225$3.95M0.0%-1.5%0.022%
1/27/2025 Ninety One UK Ltd1,210,882$581.56M1.6%-2.1%3.184%
1/27/2025 Ninety One North America Inc.64,043$30.76M1.9%-4.0%0.168%
1/27/2025 E. Ohman J or Asset Management AB1,804$866K0.0%+24.1%0.005%
1/24/2025 abrdn plc75,076$36.21M0.1%-4.6%0.197%
1/24/2025 Alliance Wealth Advisors LLC UT1,924$924K0.2%+13.4%0.005%
1/24/2025 Boston Trust Walden Corp301,614$144.86M1.0%+1.8%0.793%
1/24/2025 Willis Investment Counsel58,210$27.96M1.8%+38.9%0.153%
1/24/2025 Copeland Capital Management LLC66,054$31.73M0.6%-1.8%0.174%
1/24/2025 Spire Wealth Management912$438K0.0%-76.4%0.002%
1/24/2025 DAVENPORT & Co LLC1,683$808K0.0%+5.0%0.004%
1/24/2025 Capital Insight Partners LLC9,454$4.54M0.8%-15.9%0.025%
1/24/2025 Everett Harris & Co. CA149,839$71.97M0.9%+0.9%0.394%
1/23/2025 Great Diamond Partners LLC426$205K0.1%N/A0.001%
1/23/2025 Caprock Group LLC632$304K0.0%+13.3%0.002%
1/23/2025 Institute for Wealth Management LLC.2,147$1.03M0.1%-1.3%0.006%
1/23/2025 Mediolanum International Funds Ltd23,718$11.42M0.1%+35.4%0.062%
1/23/2025 Dumont & Blake Investment Advisors LLC606$291K0.1%-3.8%0.002%
1/23/2025 Hantz Financial Services Inc.21,092$10.13M0.2%-3.7%0.055%
1/23/2025 Robeco Institutional Asset Management B.V.1,209$581K0.0%-78.3%0.003%
1/22/2025 Perigon Wealth Management LLC601$276K0.0%-17.3%0.002%
1/22/2025 Mattern Wealth Management LLC1,177$565K0.1%-9.1%0.003%
1/22/2025 Mount Yale Investment Advisors LLC1,572$755K0.1%+1.4%0.004%
1/22/2025 Pacer Advisors Inc.3,031$1.46M0.0%+6.4%0.008%
1/22/2025 KBC Group NV6,097$2.93M0.0%-12.2%0.016%
1/22/2025 Blue Trust Inc.369$170K0.0%+61.8%0.001%
1/21/2025 KFG Wealth Management LLC1,126$541K0.1%+5.5%0.003%
1/21/2025 Running Oak Capital LLC29,910$14.37M1.9%+4.7%0.079%
1/21/2025 Linden Thomas Advisory Services LLC7,891$3.79M0.5%-0.8%0.021%
1/21/2025 Fifth Third Bancorp1,447$695K0.0%-10.4%0.004%
1/21/2025 Exchange Traded Concepts LLC127$61K0.0%-15.3%0.000%
1/17/2025 Cerro Pacific Wealth Advisors LLC1,759$809K0.3%+1.4%0.005%
1/17/2025 Apeiron RIA LLC886$426K0.1%+6.6%0.002%
1/17/2025 Avior Wealth Management LLC1,102$529K0.0%-8.9%0.003%
1/17/2025 D.B. Root & Company LLC2,172$1.04M0.3%-4.2%0.006%
1/17/2025 Wendell David Associates Inc.29,977$14.40M1.4%-2.3%0.079%
1/17/2025 Wesbanco Bank Inc.1,029$494K0.0%-10.7%0.003%
1/17/2025 Janney Montgomery Scott LLC37,160$17.85M0.0%+1.0%0.098%
1/17/2025 SG Americas Securities LLC1,063$511K0.0%-70.4%0.003%
1/17/2025 Dakota Wealth Management2,498$1.20M0.0%+15.0%0.007%
1/17/2025 Eads & Heald Wealth Management3,427$1.65M0.8%-1.1%0.009%
1/17/2025 Nisa Investment Advisors LLC12,203$5.86M0.0%-0.5%0.032%
1/17/2025 Perpetual Ltd702$337K0.0%-7.0%0.002%
1/16/2025 Lmcg Investments LLC1,066$512K0.0%-2.5%0.003%
1/16/2025 Crossmark Global Holdings Inc.771$371K0.0%-68.2%0.002%
1/16/2025 Mitchell & Pahl Private Wealth LLC1,960$941K0.4%+5.3%0.005%
1/16/2025 Koshinski Asset Management Inc.891$428K0.0%+14.8%0.002%
1/16/2025 Aurora Investment Managers LLC.3,892$1.87M1.1%-2.8%0.010%
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1/16/2025 Strong Tower Advisory Services5,007$2.41M0.6%+4.9%0.013%
1/16/2025 Diversify Wealth Management LLC450$204K0.0%-5.3%0.001%
1/15/2025 HB Wealth Management LLC524$252K0.0%N/A0.001%
1/15/2025 Sanibel Captiva Trust Company Inc.5,508$2.65M0.1%-11.1%0.014%
1/15/2025 Verity & Verity LLC1,003$482K0.0%+18.4%0.003%
1/15/2025 Integrated Investment Consultants LLC3,031$1.46M0.0%+16.2%0.008%
1/15/2025 Arkadios Wealth Advisors2,566$1.23M0.1%-1.2%0.007%
1/15/2025 Canoe Financial LP25,655$12.32M0.2%+7.1%0.067%
1/15/2025 Somerset Trust Co8,413$4.04M1.5%+2.3%0.022%
1/15/2025 Avanza Fonder AB3,084$1.48M0.0%N/A0.008%
(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, 741 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 595 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), JPMorgan Chase & Co. ($204.52K), and AustralianSuper Pty Ltd ($202.72K).

How much institutional buying is happening at FactSet Research Systems?

Institutional investors have bought a total of 5,828,198 shares in the last 24 months. This purchase volume represents approximately $2.50B in transactions.

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

Of the 467 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 ($275.92K), Bamco Inc. NY ($219.02K), Ninety One UK Ltd ($131.84K), Vaughan Nelson Investment Management L.P. ($131.58K), Robeco Institutional Asset Management B.V. ($107.60K), 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 3,956,573 shares in the last 24 months. This volume of shares sold represents approximately $1.70B in transactions.



This page (NYSE:FDS) was last updated on 1/30/2025 by MarketBeat.com Staff
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