FactSet Research Systems Inc (FDS) Ownership

424.47 ↓3.68 (-0.86%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of FactSet Research Systems Inc (FDS), owning a total of 4.7 million shares. Combined, the top 31 institutional holders of FDS own 79.36% of the company with a total of 30.1 million shares.

In the latest ownership report on December 31st 2024, the top 31 institutional holders decreased their combined ownership of FDS by 481 thousand shares. 9 institutions bought 449,445 total additional shares and increased their ownership by an average of 12.29%. However 12 institutions sold 930,270 total shares and decreased their ownership by an average of 7.95%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of FactSet Research Systems decreased by a net total of -480,825 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.274%0.015%4,657,4806842024-12-31
BlackRock Inc9.187%-0.447%3,486,119-15,6552024-12-31
BAMCO Inc6.208%-4.940%2,355,611-122,4162024-12-31
State Street Corp5.130%0.746%1,946,80014,4242024-12-31
Morgan Stanley - Brokerage Accounts4.697%-2.404%1,782,346-43,9062024-12-31
Loomis, Sayles & Company LP3.959%-3.282%1,502,324-50,9792024-12-31
Wells Fargo & Co3.721%-2.345%1,411,855-33,9042024-12-31
Kayne Anderson Rudnick Investment Management LLC3.264%-1.614%1,238,522-20,3172024-12-31
Ninety One UK Limited3.191%-2.085%1,210,882-25,7872024-12-31
Geode Capital Management, LLC2.890%9.449%1,096,59294,6682024-12-31
Bank of America Corp1.426%-9.710%541,261-58,2092024-12-31
Mitsubishi UFJ Asset Management Co.,Ltd1.332%3.378%505,58716,5222024-12-31
JPMorgan Chase & Co1.320%-49.104%501,068-483,4332024-12-31
Citadel Advisors Llc1.233%42.539%467,839139,6212024-12-31
Amvescap Plc.1.202%17.175%456,14966,8612024-12-31
Northern Trust Corp1.049%13.852%398,18048,4442024-12-31
Massachusetts Financial Services Company1.028%-5.292%389,896-21,7882024-12-31
Charles Schwab Investment Management Inc1.008%2.423%382,4349,0482024-12-31
Amundi0.975%-8.047%370,042-32,3812024-12-31
Nordea Investment Mgmt Bank Demark A/s0.897%21.034%340,49459,1732024-12-31
Champlain Investment Partners, LLC0.874%-6.077%332,207-21,4952024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.274%0.015%4,657,4806842024-12-31
BlackRock Inc9.187%-0.447%3,486,119-15,6552024-12-31
BAMCO Inc6.208%-4.940%2,355,611-122,4162024-12-31
State Street Corp5.130%0.746%1,946,80014,4242024-12-31
Morgan Stanley - Brokerage Accounts4.697%-2.404%1,782,346-43,9062024-12-31
State Street Corporation4.651%-3.950%1,769,257-72,7642024-03-31
Loomis, Sayles & Company LP3.959%-3.282%1,502,324-50,9792024-12-31
Wells Fargo & Co3.721%-2.345%1,411,855-33,9042024-12-31
Kayne Anderson Rudnick Investment Management LLC3.264%-1.614%1,238,522-20,3172024-12-31
Ninety One UK Limited3.191%-2.085%1,210,882-25,7872024-12-31
Geode Capital Management, LLC2.890%9.449%1,096,59294,6682024-12-31
Bank of America Corp1.426%-9.710%541,261-58,2092024-12-31
Millennium Management LLC1.337%8,036.230%511,362505,0772022-09-30
Mitsubishi UFJ Asset Management Co.,Ltd1.332%3.378%505,58716,5222024-12-31
JPMorgan Chase & Co1.320%-49.104%501,068-483,4332024-12-31
Citadel Advisors Llc1.233%42.539%467,839139,6212024-12-31
Amvescap Plc.1.202%17.175%456,14966,8612024-12-31
Northern Trust Corp1.049%13.852%398,18048,4442024-12-31
Massachusetts Financial Services Company1.028%-5.292%389,896-21,7882024-12-31
Charles Schwab Investment Management Inc1.008%2.423%382,4349,0482024-12-31
Fiera Capital Corporation0.988%4.671%375,91316,7762024-03-31
Amundi0.975%-8.047%370,042-32,3812024-12-31
Goldman Sachs Group Inc0.940%89.102%358,212168,7842023-12-31
Legal & General Group PLC0.907%1.120%345,0243,8222024-09-30
Nordea Investment Mgmt Bank Demark A/s0.897%21.034%340,49459,1732024-12-31
Champlain Investment Partners, LLC0.874%-6.077%332,207-21,4952024-12-31
Atlanta Capital Management Company,LLC0.843%-0.339%322,973-1,0982022-09-30
Echo Street Capital Management LLC0.806%-22.792%306,808-90,5712023-09-30
Bank of New York Mellon Corp0.767%0.707%294,0612,0652022-12-31
American Capital Management Inc0.645%-1.657%245,785-4,1402022-09-30
Dimensional Fund Advisors, Inc.0.613%-0.047%233,529-1092022-09-30

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of FactSet Research Systems Inc (FDS), owning a total of 1.2 million shares. Combined, the top 36 mutual fund holders of FDS own 50.21% of the company with a total of 19.1 million shares.

In the latest ownership report on March 31st 2025, the top 36 fund holders increased their combined ownership of FDS by 170 thousand shares. 2 funds bought 2,032 total additional shares and increased their ownership by an average of 0.25%. However 6 funds sold 171,720 total shares and decreased their ownership by an average of 3.1%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding FactSet Research Systems decreased by a net total of -169,688 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Baron Small Cap Growth Strategy2.569%-7.143%975,000-75,0002025-03-31
Baron Growth Retail2.569%-7.143%975,000-75,0002025-03-31
Baron Partners Retail1.713%-0.763%650,000-5,0002025-03-31
SPDR® S&P 500 ETF1.246%-1.423%472,614-6,8202025-03-31
iShares Core S&P 500 ETF1.220%0.286%463,1041,3202025-03-31
SPDR® S&P 500® ETF Trust1.213%-0.514%460,272-2,3762025-03-31
SPDR® S&P 500® ETF1.199%-1.626%455,124-7,5242025-03-31
ProShares S&P 500 Dividend Aristocrats0.957%0.000%362,97002025-03-31
Invesco S&P 500® Equal Weight ETF0.872%0.216%330,8367122025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF3.177%0.070%1,205,6188412024-09-30
Vanguard Total Stock Mkt Idx Inv3.163%0.553%1,200,0696,6022025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.117%2.193%1,183,97225,4032023-03-31
Vanguard Institutional 500 Index Trust2.775%0.600%1,052,9946,2842025-02-28
Baron Small Cap Growth Strategy2.569%-7.143%975,000-75,0002025-03-31
Baron Growth Retail2.569%-7.143%975,000-75,0002025-03-31
Vanguard 500 Index Investor2.419%0.513%922,8154,7052023-08-31
Vanguard Mid Cap Index Institutional2.162%0.421%820,4003,4412025-02-28
Baron Partners Retail1.713%-0.763%650,000-5,0002025-03-31
MS INVF Global Brands A USD1.271%-1.923%483,591-9,4812024-06-30
Fidelity 500 Index1.254%0.447%475,7892,1192025-02-28
SPDR® S&P 500 ETF1.246%-1.423%472,614-6,8202025-03-31
Ninety One GSF Glb Frchs I Acc USD1.243%0.000%471,49102024-12-31
Ninety One Global Franchise1.243%0.000%471,49102024-12-31
iShares Core S&P 500 ETF1.220%0.286%463,1041,3202025-03-31
SPDR® S&P 500® ETF Trust1.213%-0.514%460,272-2,3762025-03-31
SPDR® S&P 500® ETF1.199%-1.626%455,124-7,5242025-03-31
SPDR® S&P 500 ETF Trust1.191%0.714%453,9903,2202024-05-30
Fidelity® 500 Index1.167%0.641%444,5082,8292023-11-30
Vanguard Growth Index Investor1.147%0.092%435,3464002025-02-28
Morgan Stanley Glbl Franchise1.134%-6.772%430,121-31,2452024-12-31
MS INVF Global Brands A1.134%-1.387%430,121-6,0502024-12-31
Loomis Sayles Growth Y1.000%0.206%379,2997812025-02-28
ProShares S&P 500 Dividend Aristocrats0.957%0.000%362,97002025-03-31
Invesco S&P 500® Equal Weight ETF0.872%0.216%330,8367122025-03-31
Eaton Vance Atlanta Capital SMID-Cap I0.825%0.000%312,86702025-02-28
Champlain Mid Cap Fund, LLC0.801%-4.357%304,067-13,8502025-02-28
Vanguard Mid-Cap Growth ETF0.752%0.810%285,2532,2912025-02-28
The Financial Select Sector SPDR® ETF0.750%0.123%285,1743502025-02-28
MFS Mid Cap Growth A0.730%-0.283%277,418-7862024-11-30
MFS Mid Cap Growth Equity0.722%-11.183%274,727-34,5902024-09-30
Baron Mid Cap Growth Strategy0.722%-19.841%274,725-68,0002024-06-30
Baron Asset Retail0.722%-19.841%274,725-68,0002024-06-30
Financial Select Sector SPDR® ETF0.703%-0.005%268,146-142023-08-31
Vanguard Institutional Index I0.670%-0.562%254,675-1,4402023-10-31
Virtus KAR Small-Cap Growth I0.656%-1.889%249,290-4,8002023-06-30

Discussions

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LongUsername

$FDS hows short doing? Keep short pls
we need your money.

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wsb_pro

$FDS Chill out and chill some more. It's all temporary.

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