Factset Research Systems Inc (FDS) Institutional Ownership

Ownership Summary

Factset Research Systems Inc (NYSE:FDS) currently has 760 active institutional owners and shareholders as of today (September 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The percentage of Factset Research Systems owned by institutions changed from 93.3% in June 2025 to 98.0% in September 2025, marking a slight up trend.
• On a quarter-over-quarter basis, institutional holdings shifted by 3.93%, with a year-over-year a decrease of 7.77% in the count of filers.
• The latest 13F cycle for Factset Research Systems reveals that of 760 total investors, 343 funds grew their exposure, whereas 292 reduced theirs and 125 made no changes.
• The total number of shares held by institutions in Factset Research Systems increased to 37.03Mn as of September 2025, a net change of up by 1.40Mn shares quarter on quarter, and up 1.11Mn shares year over year.
• VANGUARD GROUP INC continues to be the largest institutional holder of Factset Research Systems as of September 30, 2025, with a position of 4.93Mn shares, representing 13.05% of the company's outstanding stock.
• Among the most significant buyers of Factset Research Systems during September 2025 were TWO SIGMA INVESTMENTS, LP (260.56K), BARCLAYS PLC (167.42K), FIRST TRUST ADVISORS LP (148.30K), Squarepoint Ops LLC (144.29K), BNP PARIBAS FINANCIAL MARKETS (135.43K).
• Leading sellers of Factset Research Systems stock in September 2025 included BAMCO INC /NY/ (412.86K), JPMORGAN CHASE & CO (281.33K), MORGAN STANLEY (205.65K), PFG Advisors (186.83K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (77.44K).
• The top 10 institutional holders of Factset Research Systems for the quarter ending September 2025 included VANGUARD GROUP INC (4.93Mn), BlackRock, Inc. (3.40Mn), MORGAN STANLEY (2.17Mn), STATE STREET CORP (1.96Mn), BAMCO INC /NY/ (1.82Mn), LOOMIS SAYLES & CO L P (1.53Mn), WELLS FARGO & COMPANY/MN (1.33Mn), Ninety One UK Ltd (1.21Mn), GEODE CAPITAL MANAGEMENT, LLC (1.10Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.04Mn).