FactSet Research Systems Inc (FDS) Ownership

483.52 ↓6.21 (-1.27%)
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 30 institutional holders of FDS own 78.24% of the company with a total of 29.7 million shares.

In the latest ownership report on September 30th 2024, the top 30 institutional holders decreased their combined ownership of FDS by 2 million shares. 11 institutions bought 336,071 total additional shares and increased their ownership by an average of 3.78%. However 8 institutions sold 2,344,974 total shares and decreased their ownership by an average of 12.61%.

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 -2,008,903 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.258%0.942%4,656,79643,4522024-09-30
BAMCO Inc6.523%-6.577%2,478,027-174,4432024-09-30
State Street Corp5.087%2.238%1,932,37642,3032024-09-30
Morgan Stanley - Brokerage Accounts4.807%-51.193%1,826,252-1,915,5642024-09-30
Loomis, Sayles & Company LP4.089%-2.848%1,553,303-45,5392024-09-30
Wells Fargo & Co3.806%-1.161%1,445,759-16,9852024-09-30
Kayne Anderson Rudnick Investment Management LLC3.314%8.922%1,258,839103,1142024-09-30
Ninety One UK Limited3.255%1.661%1,236,66920,2082024-09-30
Geode Capital Management, LLC2.637%0.843%1,001,9248,3762024-09-30
Bank of America Corp1.578%3.673%599,47021,2372024-09-30
JPMorgan Chase & Co1.293%11.471%491,15150,5422024-09-30
Mitsubishi UFJ Asset Management Co.,Ltd1.287%3.495%489,06516,5152024-09-30
Massachusetts Financial Services Company1.084%-6.834%411,684-30,1992024-09-30
Amundi1.059%-25.452%402,423-137,3932024-09-30
Amvescap Plc.1.025%6.102%389,28822,3892024-09-30
Charles Schwab Investment Management Inc0.983%1.114%373,3864,1132024-09-30
Champlain Investment Partners, LLC0.931%-2.605%353,702-9,4602024-09-30
Northern Trust Corp0.921%-4.215%349,736-15,3912024-09-30
Legal & General Group PLC0.908%1.120%345,0243,8222024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.258%0.942%4,656,79643,4522024-09-30
BlackRock Inc9.026%-1.727%3,428,838-60,2612024-06-30
BAMCO Inc6.523%-6.577%2,478,027-174,4432024-09-30
State Street Corp5.087%2.238%1,932,37642,3032024-09-30
Morgan Stanley - Brokerage Accounts4.807%-51.193%1,826,252-1,915,5642024-09-30
State Street Corporation4.651%-3.950%1,769,257-72,7642024-03-31
Loomis, Sayles & Company LP4.089%-2.848%1,553,303-45,5392024-09-30
Wells Fargo & Co3.806%-1.161%1,445,759-16,9852024-09-30
Kayne Anderson Rudnick Investment Management LLC3.314%8.922%1,258,839103,1142024-09-30
Ninety One UK Limited3.255%1.661%1,236,66920,2082024-09-30
Geode Capital Management, LLC2.637%0.843%1,001,9248,3762024-09-30
Bank of America Corp1.578%3.673%599,47021,2372024-09-30
Millennium Management LLC1.337%8,036.230%511,362505,0772022-09-30
JPMorgan Chase & Co1.293%11.471%491,15150,5422024-09-30
Mitsubishi UFJ Asset Management Co.,Ltd1.287%3.495%489,06516,5152024-09-30
Massachusetts Financial Services Company1.084%-6.834%411,684-30,1992024-09-30
Amundi1.059%-25.452%402,423-137,3932024-09-30
Amvescap Plc.1.025%6.102%389,28822,3892024-09-30
Fiera Capital Corporation0.988%4.671%375,91316,7762024-03-31
Charles Schwab Investment Management Inc0.983%1.114%373,3864,1132024-09-30
Goldman Sachs Group Inc0.940%89.102%358,212168,7842023-12-31
Champlain Investment Partners, LLC0.931%-2.605%353,702-9,4602024-09-30
Northern Trust Corp0.921%-4.215%349,736-15,3912024-09-30
Legal & General Group PLC0.908%1.120%345,0243,8222024-09-30
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
Citadel Advisors Llc0.779%230.848%296,794207,0872022-09-30
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 Total Stock Mkt Idx Inv is the biggest individual fund holder of FactSet Research Systems Inc (FDS), owning a total of 1.2 million shares. Combined, the top 32 mutual fund holders of FDS own 44.59% of the company with a total of 17 million shares.

In the latest ownership report on November 30th 2024, the top 32 fund holders increased their combined ownership of FDS by 4 thousand shares. 2 funds bought 4,002 total additional shares and increased their ownership by an average of 0.52%. However 1 funds sold 7,750 total shares and decreased their ownership by an average of 2.29%.

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 -3,748 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P 500® ETF Trust1.237%0.584%469,8902,7282024-11-30
iShares Core S&P 500 ETF1.132%0.000%430,14002024-11-30
Champlain Mid Cap Fund, LLC0.871%-2.289%330,822-7,7502024-11-30
The Financial Select Sector SPDR® ETF0.747%0.451%283,7961,2742024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.163%-0.339%1,201,532-4,0862024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.117%2.193%1,183,97225,4032023-03-31
Baron Growth Retail2.981%-5.625%1,132,500-67,5002024-09-30
Baron Small Cap Growth Strategy2.981%-5.625%1,132,500-67,5002024-09-30
Vanguard Institutional 500 Index Trust2.655%1.244%1,008,71912,3962024-10-31
Vanguard 500 Index Investor2.419%0.513%922,8154,7052023-08-31
Vanguard Mid Cap Index Institutional2.125%0.180%807,0571,4492024-10-31
Baron Partners Retail1.777%-6.250%675,000-45,0002024-09-30
MS INVF Global Brands A USD1.271%-1.923%483,591-9,4812024-06-30
Vanguard Growth Index Investor1.272%0.653%483,2363,1372024-10-31
Ninety One GSF Glb Frchs I Acc USD1.241%0.000%471,49102024-08-31
Ninety One Global Franchise1.241%0.000%471,49102024-06-30
SPDR® S&P 500® ETF Trust1.237%0.584%469,8902,7282024-11-30
Fidelity 500 Index1.229%-0.164%466,862-7662024-10-31
MS INVF Global Brands A1.215%-1.480%461,366-6,9292024-09-30
Morgan Stanley Glbl Franchise1.215%-4.596%461,366-22,2252024-09-30
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
iShares Core S&P 500 ETF1.132%0.000%430,14002024-11-30
Loomis Sayles Growth Y1.050%-1.697%398,864-6,8852024-10-31
Champlain Mid Cap Fund, LLC0.871%-2.289%330,822-7,7502024-11-30
Eaton Vance Atlanta Capital SMID-Cap I0.837%0.000%318,00102024-10-31
Invesco S&P 500® Equal Weight ETF0.813%0.143%308,7374402024-11-29
The Financial Select Sector SPDR® ETF0.747%0.451%283,7961,2742024-11-30
MFS Mid Cap Growth A0.732%1.266%278,2043,4772024-10-31
MFS Mid Cap Growth Equity0.723%-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
Vanguard Mid-Cap Growth ETF0.718%0.637%273,7011,7322024-05-31
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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wsb_pro

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

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Modok

$FDS It's coming
load 'em up.

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kairaae

$FDS this stock has me so excited i cant sleep!!

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