Factset Research Systems Inc (FDS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

380,699Shares held by institutions

$77,875,787Value of institutional holdings

87.11%Institutional ownership %

-3.67%Shares Changed QoQ

828No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Factset Research Systems Inc (NYSE:FDS) has 775 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 134.0% of Factset Research Systems's outstanding shares in December 2025, up from 101.8% in September 2025.
Their total shares held in FDS increased 33.08% from the prior quarter, while the number of investors in Factset Research Systems decreased 6.85% year over year.
During the quarter, 404 of these 775 funds increased positions in FDS, 277 reduced exposure, and 94 held steady.
Institutional investors collectively held 50.39Mn shares in Factset Research Systems as of December 2025, up by 12.52Mn shares quarter on quarter, and up 10.5Mn shares year over year.
As of December 31, 2025, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO held the largest stake in Factset Research Systems with 13.86Mn shares, accounting for 36.85% of total shares outstanding.
The largest buyers of Factset Research Systems for the quarter ending December 2025 were NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (13.86Mn), BAMCO INC /NY/ (1.07Mn), AQR CAPITAL MANAGEMENT LLC (689.89K), Bank Of Montreal /Can/ (566.98K), NORGES BANK (522.04K).
Top sellers of FDS stock for the quarter ending December 2025 included Ninety One UK Ltd (1.22Mn), Morgan Stanley (1.05Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.03Mn), Mitsubishi UFJ Asset Management Co., Ltd. (797.61K), Bank Of America Corp /De/ (514.82K).
According to Business Quant data, leading holders of FDS for December 2025 are NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (13.86Mn), VANGUARD GROUP INC (4.46Mn), BlackRock, Inc. (3.03Mn), BAMCO INC /NY/ (2.89Mn), State Street Corp (1.9Mn), LOOMIS SAYLES & CO L P (1.5Mn), Ninety One UK Ltd (1.19Mn), Wells Fargo & Company/Mn (1.19Mn), Morgan Stanley (1.12Mn), GEODE CAPITAL MANAGEMENT, LLC (1.06Mn).

775 Institutional Holders

380,699 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-371,069	-10.90%	$0.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31 Dec, 2025	13,857,417	444,147.98%	$0.00
PineStone Asset Management Inc.	31 Dec, 2025	-6,620	-1.58%	$0.00
Barclays Plc	31 Dec, 2025	-211,852	-58.18%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-477,372	-9.68%	$0.00
UBS Group AG	31 Dec, 2025	-21,106	-9.97%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	-91,730	-40.00%	$0.00
BAMCO INC /NY/	31 Dec, 2025	1,069,786	58.81%	$0.00
Vest Financial, LLC	31 Dec, 2025	40,047	30.78%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	61,967	1,467.72%	$0.00
State Street Corp	31 Dec, 2025	-60,337	-3.08%	$0.00
Nuveen, LLC	31 Dec, 2025	10,908	11.00%	$0.00
LOOMIS SAYLES & CO L P	31 Dec, 2025	-37,532	-2.45%	$0.00
Sone Capital Management, LLC	31 Dec, 2025	-4,382	-4.61%	$0.00
Ninety One UK Ltd	31 Dec, 2025	-1,218,804	-50.49%	$0.00
Ninety One North America, Inc.	31 Dec, 2025	-83,193	-49.12%	$0.00
Wells Fargo & Company/Mn	31 Dec, 2025	-140,991	-10.57%	$0.00
Heron Bay Capital Management	31 Dec, 2025	23,556	42.55%	$0.00
Morgan Stanley	31 Dec, 2025	-1,048,487	-48.33%	$0.00
Schonfeld Strategic Advisors LLC	31 Dec, 2025	66,638	7,007.15%	$0.00

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