Factset Research Systems Inc (FDS) Institutional Ownership

Ownership Summary

The institutional landscape for Factset Research Systems Inc (NYSE:FDS) includes 335 filers as of the latest reporting cycle ending December 2025.

• These investors collectively held 59.2% of the company's total shares outstanding in December 2025, down from 97.0% in September 2025.
• Quarterly data indicates a 128.43% shift in institutional share volume, and the annual owner count reflects a decrease of 59.74%.
• The latest 13F cycle for Factset Research Systems reveals that of 335 total investors, 163 funds grew their exposure, whereas 109 reduced theirs and 63 made no changes.
• The aggregate institutional position in Factset Research Systems now stands at 22.26Mn shares as of December 2025, after investors increased their holdings (up by 12.52Mn shares quarter on quarter which is down 13.70Mn shares year over year).
• The top institutional stake in Factset Research Systems as of December 31, 2025 belongs to NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, which owns 13.86Mn shares, or 36.87% of the company.
• Among the most significant buyers of Factset Research Systems during December 2025 were NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (13.85Mn), MCDONALD CAPITAL INVESTORS INC/CA (86.89K), Vest Financial, LLC (40.05K), CWM, LLC (25.19K), Kinsale Capital Group, Inc. (17.75K).
• Leading sellers of Factset Research Systems stock in December 2025 included Mitsubishi UFJ Asset Management Co., Ltd. (797.61K), VANGUARD GROUP INC (477.37K), Assenagon Asset Management S.A. (79.66K), Sumitomo Mitsui Trust Group, Inc. (72.49K), Pictet Asset Management Holding SA (37.07K).
• The top 10 institutional holders of Factset Research Systems for the quarter ending December 2025 included NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (13.86Mn), VANGUARD GROUP INC (4.46Mn), Ninety One UK Ltd (1.19Mn), PineStone Asset Management Inc. (412.86K), Boston Trust Walden Corp (280.26K), UBS Group AG (190.66K), MCDONALD CAPITAL INVESTORS INC/CA (185.74K), Vest Financial, LLC (170.15K), Ninety One North America, Inc. (86.18K), Copeland Capital Management, LLC (82.28K).