Factset Research Systems Inc (FDS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

38,166,645Shares Outstanding

129,456Shares held by institutions

$24,604,407Value of institutional holdings

92.64%Institutional ownership %

2.08%Shares Changed QoQ

748No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 748 institutions have reported a stake in Factset Research Systems Inc (NYSE:FDS) as of December 2025, according to recent 13F filings with the SEC.

The percentage of Factset Research Systems owned by institutions changed from 97.0% in September 2025 to 92.6% in December 2025, marking a slight down trend.
Institutional share ownership changed by 2.08% QoQ, while the number of institutional owners saw a decrease of 10.10% YoY.
During the quarter, 390 institutions bought more Factset Research Systems shares, 265 sold shares, and 93 of the 748 total investors held their position steady.
Collectively, institutional investors increased their stake in Factset Research Systems to 35.36Mn shares as of December 2025, a change that is up by 719.24K shares quarter on quarter and down 607.20K shares year over year.
The top institutional stake in Factset Research Systems as of December 31, 2025 belongs to VANGUARD GROUP INC, which owns 4.46Mn shares, or 11.67% of the company.
Among the most significant buyers of Factset Research Systems during December 2025 were BAMCO INC /NY/ (1.07Mn), AQR CAPITAL MANAGEMENT LLC (689.89K), BANK OF MONTREAL /CAN/ (566.98K), NORGES BANK (522.04K), MARSHALL WACE, LLP (482.98K).
Leading sellers of Factset Research Systems stock in December 2025 included MORGAN STANLEY (1.05Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.03Mn), Mitsubishi UFJ Asset Management Co., Ltd. (797.61K), VANGUARD GROUP INC (477.37K), BlackRock, Inc. (371.07K).
The top 10 institutional holders of Factset Research Systems for the quarter ending December 2025 included VANGUARD GROUP INC (4.46Mn), BlackRock, Inc. (3.03Mn), BAMCO INC /NY/ (2.89Mn), STATE STREET CORP (1.90Mn), LOOMIS SAYLES & CO L P (1.50Mn), Ninety One UK Ltd (1.19Mn), WELLS FARGO & COMPANY/MN (1.19Mn), MORGAN STANLEY (1.12Mn), GEODE CAPITAL MANAGEMENT, LLC (1.06Mn), CITADEL ADVISORS LLC (868.47K).

748 Institutional Holders

129,456 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	4,455,010	-477,372	-9.68%	$1,292,799,352.00
BlackRock, Inc.	31 Dec, 2025	3,031,884	-371,069	-10.90%	$879,822,433.00
BAMCO INC /NY/	31 Dec, 2025	2,888,845	1,069,786	58.81%	$838,313,931.00
STATE STREET CORP	31 Dec, 2025	1,900,894	-60,337	-3.08%	$551,620,430.00
LOOMIS SAYLES & CO L P	31 Dec, 2025	1,495,160	-37,532	-2.45%	$433,880,359.00
Ninety One UK Ltd	31 Dec, 2025	1,194,976	-11,914	-0.99%	$346,770,056.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	1,192,872	-140,991	-10.57%	$346,159,630.00
MORGAN STANLEY	31 Dec, 2025	1,120,740	-1,048,487	-48.33%	$325,228,494.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,058,434	-45,419	-4.11%	$306,647,362.00
CITADEL ADVISORS LLC	31 Dec, 2025	868,466	354,438	68.95%	$252,020,148.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	705,058	689,887	4,547.41%	$204,600,793.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	630,693	57,937	10.12%	$183,020,674.00
BANK OF MONTREAL /CAN/	31 Dec, 2025	597,723	566,975	1,843.94%	$173,453,281.00
MARSHALL WACE, LLP	31 Dec, 2025	581,409	482,980	490.69%	$168,719,074.00
ProShare Advisors LLC	31 Dec, 2025	559,500	150,448	36.78%	$162,361,304.00
NORGES BANK	31 Dec, 2025	522,045	522,045	0.00%	$151,492,239.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	455,371	186,665	69.47%	$132,144,125.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	424,355	14,137	3.45%	$123,143,577.00
PineStone Asset Management Inc.	31 Dec, 2025	412,864	-6,620	-1.58%	$119,809,004.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	364,599	70,359	23.91%	$105,805,335.00

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