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FactSet Research Systems (FDS) Institutional Ownership

FactSet Research Systems logo
$483.71 -2.85 (-0.59%)
(As of 11:56 AM ET)
Compare

Institutional Ownership Changes (13F Filings) for FactSet Research Systems (NYSE:FDS)

Current
Institutional Ownership
Percentage
91.24%
Number of
Institutional Buyers
(last 12 months)
399
Total
Institutional Inflows
(last 12 months)
$833.89M
Number of
Institutional Sellers
(last 12 months)
295
Total
Institutional Outflows
(last 12 months)
$657.52M
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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
12/26/2024JPMorgan Chase & Co.493,350$226.87M0.0%+12.0%1.299%
12/19/2024Principal Financial Group Inc.48,791$22.44M0.0%+3.0%0.128%
12/6/2024Logan Capital Management Inc.3,277$1.51M0.1%-8.8%0.009%
12/6/2024Retirement Systems of Alabama8,351$3.84M0.0%-0.7%0.022%
11/27/2024Franklin Resources Inc.12,314$5.69M0.0%+5.7%0.032%
11/26/2024Peapack Gladstone Financial Corp660$304K0.0%-15.2%0.002%
11/25/2024Synovus Financial Corp1,336$614K0.0%+92.8%0.004%
11/25/2024Tidal Investments LLC2,535$1.17M0.0%+9.0%0.007%
11/25/2024Wilmington Savings Fund Society FSB877$403K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC17,801$8.68M0.1%-22.9%0.047%
11/22/2024Stock Yards Bank & Trust Co.991$456K0.0%-8.3%0.003%
11/21/2024SkyView Investment Advisors LLC1,774$816K0.1%+2.9%0.005%
11/18/2024Teachers Retirement System of The State of Kentucky2,829$1.30M0.0%-6.3%0.007%
11/18/2024Toronto Dominion Bank13,180$6.06M0.0%-30.7%0.035%
11/18/2024Coldstream Capital Management Inc.1,880$869K0.0%-65.9%0.005%
11/16/2024Geode Capital Management LLC1,001,924$460.47M0.0%+0.8%2.637%
11/15/2024M&T Bank Corp11,525$5.30M0.0%+25.7%0.030%
11/15/2024Continuum Advisory LLC159$79K0.0%+5,200.0%0.000%
11/15/2024Geller Advisors LLC443$204K0.0%N/A0.001%
11/15/2024Public Employees Retirement System of Ohio15,200$6.99M0.0%-7.0%0.040%
11/15/2024Nomura Asset Management Co. Ltd.11,466$5.27M0.0%+8.5%0.030%
11/15/2024MML Investors Services LLC2,177$1.00M0.0%+6.0%0.006%
11/15/2024Kensington Investment Counsel LLC6,433$2.96M1.2%+2.5%0.017%
11/15/2024Orion Portfolio Solutions LLC773$355K0.0%-2.8%0.002%
11/15/2024XTX Topco Ltd6,771$3.11M0.2%+4.8%0.018%
11/15/2024iSAM Funds UK Ltd509$234K0.1%-74.1%0.001%
11/15/2024National Bank of Canada FI28,243$12.99M0.0%+6.9%0.074%
11/15/2024Hendershot Investments Inc.12,204$5.61M0.8%-0.4%0.032%
11/15/2024EP Wealth Advisors LLC791$364K0.0%N/A0.002%
11/15/2024Kovitz Investment Group Partners LLC9,211$4.07M0.0%N/A0.024%
11/15/2024Wellington Management Group LLP575$264K0.0%-25.7%0.002%
11/15/2024Worldquant Millennium Advisors LLC34,012$15.64M0.1%+84.1%0.090%
11/15/2024State Street Corp1,932,376$888.60M0.0%+2.2%5.087%
11/15/2024Stevens Capital Management LP664$305K0.0%-80.7%0.002%
11/15/2024Stifel Financial Corp42,909$19.76M0.0%-2.3%0.113%
11/15/2024Quantinno Capital Management LP2,332$1.07M0.0%+37.1%0.006%
11/15/2024Quarry LP74$34K0.0%-51.3%0.000%
11/15/2024Royal London Asset Management Ltd.122,770$56.46M0.1%-1.0%0.323%
11/15/2024Petrus Trust Company LTA1,499$689K0.1%+24.2%0.004%
11/15/2024Prana Capital Management LP10,877$5.00M0.2%N/A0.029%
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11/15/2024Motley Fool Asset Management LLC521$237K0.0%-8.4%0.001%
11/15/2024IHT Wealth Management LLC802$368K0.0%+19.7%0.002%
11/15/2024Integrated Wealth Concepts LLC1,995$917K0.0%+31.0%0.005%
11/15/2024Investment Management Corp of Ontario1,214$558K0.0%+32.8%0.003%
11/15/2024Janus Henderson Group PLC5,224$2.40M0.0%-3.7%0.014%
11/15/2024HighTower Advisors LLC97,635$44.87M0.1%-2.9%0.257%
11/15/2024Chevy Chase Trust Holdings LLC20,839$9.58M0.0%-2.1%0.055%
11/15/2024Benjamin Edwards Inc.1,529$704K0.0%N/A0.004%
11/15/2024Aureus Asset Management LLC775$356K0.0%-20.5%0.002%
11/15/2024Bamco Inc. NY2,478,027$1.14B3.0%-6.6%6.523%
11/15/2024Erste Asset Management GmbH12,492$5.73M0.1%N/A0.033%
11/14/2024American Capital Management Inc.185,143$85.14M2.8%-0.7%0.487%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp6,348$2.92M0.0%-13.0%0.017%
11/14/2024Edgestream Partners L.P.4,720$2.17M0.1%N/A0.012%
11/14/2024Point72 Europe London LLP16,400$7.54M0.5%N/A0.043%
11/14/2024Verition Fund Management LLC12,818$5.89M0.0%N/A0.034%
11/14/2024Captrust Financial Advisors4,861$2.24M0.0%-16.5%0.013%
11/14/2024Rockefeller Capital Management L.P.47,988$22.07M0.1%-2.5%0.126%
11/14/2024Hantz Financial Services Inc.21,892$10.07M0.2%-3.3%0.058%
11/14/2024Vinva Investment Management Ltd933$428K0.0%+74.1%0.002%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC255,014$117.27M0.0%-5.0%0.671%
11/14/2024Public Sector Pension Investment Board6,698$3.08M0.0%+3.1%0.018%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank15,241$7.01M0.0%+2.0%0.040%
11/14/2024FORA Capital LLC6,137$2.82M0.3%+1.3%0.016%
11/14/2024MetLife Investment Management LLC10,506$4.83M0.0%-2.6%0.028%
11/13/2024Glenmede Trust Co. NA1,822$838K0.0%-9.8%0.005%
11/13/2024Townsquare Capital LLC24,026$11.05M0.1%+9.2%0.063%
11/13/2024BNP Paribas Financial Markets41,771$19.21M0.0%+2.6%0.110%
11/13/2024Brooklyn Investment Group76$35K0.0%N/A0.000%
11/13/2024Quantbot Technologies LP6,633$3.05M0.1%-9.4%0.017%
11/13/2024FMR LLC77,447$35.61M0.0%+14.0%0.204%
11/13/2024The Manufacturers Life Insurance Company26,641$12.25M0.0%-0.9%0.070%
11/13/2024Bank of Montreal Can41,872$19.20M0.0%-4.1%0.110%
11/13/2024Trust Asset Management LLC439$202K0.0%N/A0.001%
11/13/2024Private Trust Co. NA269$124K0.0%-40.5%0.001%
11/13/2024Loomis Sayles & Co. L P1,553,303$714.29M0.9%-2.8%4.089%
11/13/2024Dynamic 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%
11/13/2024Daiwa Securities Group Inc.8,943$4.11M0.0%+2.5%0.024%
11/12/2024Summit Trail Advisors LLC907$417K0.0%N/A0.002%
11/12/2024Larson Financial Group LLC617$284K0.0%+38.0%0.002%
11/12/2024Palisade Asset Management LLC2,325$1.07M0.1%+20.8%0.006%
11/12/2024Kingsview Wealth Management LLC2,798$1.29M0.0%-5.8%0.007%
11/12/2024Cerity Partners LLC5,124$2.36M0.0%+164.0%0.013%
11/12/2024Great Valley Advisor Group Inc.486$224K0.0%N/A0.001%
11/12/2024Champlain Investment Partners LLC353,702$162.65M1.0%-2.6%0.931%
11/12/2024Meridian Wealth Management LLC698$321K0.0%N/A0.002%
11/12/2024Icon Wealth Advisors LLC4,416$2.03M0.1%+1,068.3%0.012%
11/12/2024Citigroup Inc.30,519$14.03M0.0%-3.0%0.080%
11/12/2024Raymond James Trust N.A.948$436K0.0%+2.3%0.002%
Viral Trump video released (Ad)

Porter Stansberry’s latest video is going viral… In this bombshell exposé, famed economist Porter Stansberry reveals what happened during his trip to Mar-a-Lago, his meeting with Donald Trump, and the 10 urgent money moves to make before Jan 20 inauguration.

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11/12/2024Charles Schwab Investment Management Inc.373,386$171.70M0.0%+1.1%0.983%
11/12/2024Banco Santander S.A.7,490$3.44M0.0%-5.2%0.020%
11/12/2024Massachusetts Financial Services Co. MA411,684$189.31M0.1%-6.8%1.084%
11/12/2024Integrated Investment Consultants LLC2,609$1.20M0.0%+24.7%0.007%
11/9/2024Intech Investment Management LLC12,151$5.59M0.1%+29.4%0.032%
11/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.30,439$14.00M0.0%-16.2%0.080%
11/8/2024Moran Wealth Management LLC23,848$10.97M0.3%+1.3%0.063%
11/8/2024Connor Clark & Lunn Investment Management Ltd.17,813$8.19M0.0%+153.7%0.047%
11/8/2024Commerce Bank11,705$5.38M0.0%-1.7%0.031%
11/8/2024Strategy Asset Managers LLC735$338K0.1%+8.2%0.002%
(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 589 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 5,756,152 shares in the last 24 months. This purchase volume represents approximately $2.46B in transactions.

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

Of the 460 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 3,901,995 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


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This page (NYSE:FDS) was last updated on 12/30/2024 by MarketBeat.com Staff
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