Factset Research Systems FDS Institutional Ownership

Updated Oct 11, 2026

Factset Research Systems Inc (NYSE:FDS) had 766 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

• Total shares held in Factset Research Systems rose 6.13% versus Q1 2026, while the number of holders fell 8.04% versus Q2 2025.
• Among the 766 holders of Factset Research Systems, 415 added to their positions, 241 reduced their stakes and 110 left their positions unchanged.
• In total, institutional investors held 40.13Mn shares of Factset Research Systems at the end of Q2 2026, up 2.32Mn from the prior quarter and up 7.17Mn from a year earlier.
• BAMCO Inc held the largest position in FDS at 4.2Mn shares as of June 30, 2026.
• Among existing holders, the largest additions to Factset Research Systems in Q2 2026 came from AQR Capital Management LLC (+1.37Mn shares), BAMCO Inc (+444.27K shares), Geode Capital Management, LLC (+238.37K shares), Jane Street Group, LLC (+229.72K shares) and Arrowstreet Capital, Limited Partnership (+223.21K shares).
• Holders that trimmed the most shares of Factset Research Systems in Q2 2026 while keeping a position were Bank of Montreal (-390.11K shares), Marshall Wace, LLP (-387.52K shares), Wells Fargo & Company (-323.51K shares), Two Sigma Investments, LP (-258.39K shares) and Fiera Capital Corp (-244.87K shares).
• Per Business Quant data, the 10 largest holders of Factset Research Systems at the end of Q2 2026 were BAMCO Inc (4.2Mn shares), BlackRock, Inc. (2.86Mn shares), Vanguard Capital Management LLC (2.38Mn shares), State Street Corp (1.87Mn shares), Vanguard Portfolio Management LLC (1.78Mn shares), AQR Capital Management LLC (1.68Mn shares), Loomis Sayles & Co L.P. (1.44Mn shares), Geode Capital Management, LLC (1.38Mn shares), Ninety One UK Ltd (1.19Mn shares) and Morgan Stanley (1.1Mn shares).