FactSet Research Systems Ownership | Who Owns FactSet Research Systems?
FactSet Research Systems Ownership Summary
FactSet Research Systems is owned by 62.42% institutional investors, 0.45% insiders, and 37.13% retail investors. Northwestern mutual wealth management is the largest institutional shareholder, holding 37.04% of FDS shares. Baron Partners Retail is the top mutual fund, with 3.50% of its assets in FactSet Research Systems shares.
FDS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FactSet Research Systems | 62.42% | 0.45% | 37.13% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Financial Data & Stock Exchanges Stocks | 42.82% | 15.06% | 42.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Northwestern mutual wealth management | 13.86M | 37.04% | $1.26B |
| Vanguard group | 4.46M | 11.91% | $1.29B |
| Blackrock | 3.43M | 9.00% | $1.40B |
| Blackrock funding, inc. /de | 3.03M | 8.10% | $879.82M |
| State street | 1.96M | 5.17% | $561.87M |
| Bamco inc /ny/ | 1.82M | 4.80% | $521.14M |
| Loomis sayles & co l p | 1.50M | 4.00% | $433.88M |
| Wells fargo & company/mn | 1.33M | 3.52% | $382.14M |
| Ninety one uk | 1.19M | 3.19% | $346.77M |
| Morgan stanley | 1.12M | 3.00% | $325.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Saybrook capital /nc | 51.41K | 3.71% | $14.92M |
| Mcdonald capital investors inc/ca | 185.74K | 3.31% | $53.90M |
| Heron bay capital management | 55.36K | 2.96% | $15.86M |
| Sone capital management | 95.12K | 2.28% | $27.25M |
| American capital management | 155.30K | 1.77% | $44.49M |
| Birch capital management | 11.60K | 1.68% | $3.37M |
| Financial strategies group | 31.27K | 1.66% | $9.16M |
| Running oak capital | 43.41K | 1.58% | $12.60M |
| Regents of the university of california | 103.76K | 1.39% | $30.11M |
| Bamco inc /ny/ | 1.82M | 1.38% | $521.14M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Northwestern mutual wealth management | 13.86M | 0.80% | 13.85M |
| Bank of montreal /can/ | 597.72K | 0.06% | 566.98K |
| Norges bank | 522.04K | 0.02% | 522.04K |
| Two sigma investments, lp | 279.77K | 0.12% | 260.56K |
| Goldman sachs group | 455.37K | 0.02% | 186.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 1.12M | 0.02% | -1.05M |
| Mitsubishi ufj kokusai asset management | 58.42K | 0.01% | -797.61K |
| Vanguard group | 4.46M | 0.02% | -477.37K |
| Bamco inc /ny/ | 1.82M | 1.38% | -412.86K |
| Blackrock funding, inc. /de | 3.03M | 0.01% | -371.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 522.04K | 0.02% | 522.04K | $151.49M |
| Regents of the university of california | 103.76K | 1.39% | 103.76K | $30.11M |
| Marshall wace, llp | 98.43K | 0.03% | 98.43K | $28.20M |
| Trexquant investment lp | 97.79K | 0.29% | 97.79K | $28.01M |
| Swiss national bank | 74.52K | 0.01% | 74.52K | $21.62M |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -1.00 |
| Gps wealth strategies group | -1.00 |
| Financial gravity asset management | -1.00 |
| Davis capital management | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 356 | -54.94% | 23,350,901 | -36.84% | 62 | 0.65% | 174 | -52.72% | 118 | -56.93% |
| Sep 30, 2025 | 439 | -47.61% | 11,879,130 | -66.64% | 31 | 0.36% | 186 | -51.44% | 159 | -43.82% |
| Jun 30, 2025 | 827 | 0.61% | 35,572,606 | 0.11% | 93 | 1.07% | 379 | 7.37% | 280 | -5.72% |
| Mar 31, 2025 | 817 | -3.08% | 35,561,161 | -1.02% | 93 | 1.05% | 352 | -2.76% | 296 | 1.02% |
| Dec 31, 2024 | 819 | -1.80% | 35,863,118 | -0.15% | 94 | 1.09% | 348 | -6.70% | 290 | -1.69% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Baron Partners Retail | 1.30M | 3.50% | 810.00K |
| Vanguard US Total Market Shares ETF | 1.21M | 3.18% | 841.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.18M | 3.17% | 2.59K |
| Vanguard Institutional 500 Index Trust | 1.08M | 2.85% | 7.73K |
| Vanguard 500 Index Investor | 954.27K | 2.57% | 5.92K |
| Baron Small Cap Growth Strategy | 954.00K | 2.52% | -21.00K |
| Vanguard Small Cap Index | 847.67K | 2.28% | -197.00 |
| Vanguard Mid Cap Index Institutional | 846.65K | 2.24% | 9.12K |
| Baron Growth Retail | 723.00K | 1.95% | 23.00K |
| Baron Growth Strategy | 723.00K | 1.95% | 23.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 12, 2026 | Frank Malcolm | - | Sell | $452.25K |
| Jan 12, 2026 | Frank Malcolm | - | Sell | $308.30K |
| Jan 08, 2026 | SIEGEL LAURIE | - | Sell | $174.44K |
| Jan 08, 2026 | SIEGEL LAURIE | - | Sell | $587.50K |
| Nov 06, 2025 | Skoko Goran | EVP, Chief Revenue Officer | Buy | $126.47K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 4 |
| 2025 Q4 | 2 | 1 |
| 2025 Q3 | 2 | 14 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 8 |
FDS Ownership FAQ
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