Factset Research Systems FDS Institutional Ownership

NYSE FDS

$279.32 -9.68 (-3.35%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

767 Institutions

Increased 417 54.4%

Unchanged 109 14.2%

Reduced 241 31.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

112.59%

▲+10.15 pp QoQ

Shares Held by Institutions

40.67Mn

of 36.12Mn outstanding

▲+10.23% QoQ

Shares Outstanding

36.12Mn

-4.55Mn held outside 13F filers

Institutional Investors

767

filed 13F for Jun 2026

▲+48 vs prior quarter

Net Shares Added (QoQ)

+3.77Mn

accumulated since last quarter

Value of Holdings

$12.28Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Factset Research Systems Inc (NYSE:FDS) is held by 767 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 112.6% of outstanding shares in June 2026, up from 102.4% in March 2026.
They increased total shares held in Factset Research Systems by 10.23% from the prior quarter, while the number of investors in FDS decreased 7.92% year over year.
During the quarter, 417 of these 767 funds increased positions in FDS, 241 reduced exposure, and 109 held steady.
The aggregate institutional position in Factset Research Systems amounted to 40.67Mn shares as of June 2026, up by 3.77Mn shares quarter on quarter, and up 7.25Mn shares year over year.
BAMCO INC /NY/ is the top holder of Factset Research Systems as of June 30, 2026, with 4.2Mn shares representing 11.63% of outstanding stock.
The most significant purchases of FDS for the quarter ending June 2026 came from AQR CAPITAL MANAGEMENT LLC (1.37Mn), Sixth Street Partners Management Company, L.P. (504.35K), BAMCO INC /NY/ (444.27K), Capital World Investors (350.32K), FULLER & THALER ASSET MANAGEMENT, INC. (301.88K).
Leading sellers of Factset Research Systems shares for the quarter ending June 2026 were Bank Of Montreal /Can/ (390.11K), MARSHALL WACE, LLP (387.52K), Wells Fargo & Company/Mn (323.51K), TWO SIGMA INVESTMENTS, LP (258.39K), Fiera Capital Corp (244.87K).
Per Business Quant, the top 10 investors in FDS for the quarter ending June 2026 include BAMCO INC /NY/ (4.2Mn), BlackRock, Inc. (2.86Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.38Mn), State Street Corp (1.87Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.78Mn), AQR CAPITAL MANAGEMENT LLC (1.68Mn), LOOMIS SAYLES & CO L P (1.44Mn), GEODE CAPITAL MANAGEMENT, LLC (1.38Mn), Ninety One UK Ltd (1.19Mn), Morgan Stanley (1.1Mn).

Form 13F Holdings

767 Institutional Holders

Report period 30 Jun, 2026

Total shares held 40.67Mn

Of outstanding 112.59%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BAMCO INC /NY/	0001017918	4,200,856	11.63%	▲444,269	+11.83%	$966.53Mn
2	BlackRock, Inc.	0002012383	2,858,389	7.91%	▲32,566	+1.15%	$657.66Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,379,691	6.59%	▼28,945	-1.20%	$547.52Mn
4	State Street Corp	0000093751	1,873,867	5.19%	▼24,534	-1.29%	$431.14Mn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,781,324	4.93%	▼25,368	-1.40%	$409.85Mn
6	AQR CAPITAL MANAGEMENT LLC	0001167557	1,675,700	4.64%	▲1,368,162	+444.88%	$385.55Mn
7	LOOMIS SAYLES & CO L P	0000312348	1,439,274	3.98%	▼38,754	-2.62%	$331.15Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,380,700	3.82%	▲238,365	+20.87%	$317.27Mn
9	Ninety One UK Ltd	0001418329	1,189,240	3.29%	▼5,756	-0.48%	$273.62Mn
10	Morgan Stanley	0000895421	1,100,714	3.05%	▲50,394	+4.80%	$253.25Mn
11	Invesco Ltd.	0000914208	954,411	2.64%	▼117,252	-10.94%	$219.59Mn
12	Bank Of America Corp /De/	0000070858	765,564	2.12%	▼77,151	-9.16%	$176.14Mn
13	ProShare Advisors LLC	0001357955	681,037	1.89%	▲85,035	+14.27%	$156.69Mn
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	601,136	1.66%	▲223,210	+59.06%	$138.31Mn
15	Goldman Sachs Group Inc	0000886982	600,225	1.66%	▲57,402	+10.57%	$138.10Mn
16	Sixth Street Partners Management Company, L.P.	0001812095	504,351	1.40%	▲504,351	0.00%	$116.04Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	504,351	1.40%	▲31,221	+6.60%	$116.04Mn
17	UBS Group AG	0001610520	407,914	1.13%	▲44,099	+12.12%	$93.85Mn
18	MARSHALL WACE, LLP	0001318757	403,312	1.12%	▼387,517	-49.00%	$92.79Mn
19	Wells Fargo & Company/Mn	0000072971	369,718	1.02%	▼323,513	-46.67%	$85.06Mn

Showing 1 to 20 of 767 holders