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FactSet Research Systems Ownership | Who Owns FactSet Research Systems?

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FactSet Research Systems Ownership Summary

FactSet Research Systems is owned by 93.67% institutional investors, 0.25% insiders, and 6.08% retail investors. Vanguard group is the largest institutional shareholder, holding 12.25% of FDS shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.18% of its assets in FactSet Research Systems shares.

FDS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFactSet Research Systems93.67%0.25%6.08%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryFinancial Data & Stock Exchanges Stocks76.20%16.16%7.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group4.66M12.25%$2.24B
Blackrock3.43M9.00%$1.40B
Blackrock funding, inc. /de3.36M8.86%$1.50B
Bamco inc /ny/2.23M5.88%$998.29M
State street1.95M5.12%$935.03M
Morgan stanley1.87M4.91%$763.84M
Loomis sayles & co l p1.51M3.97%$674.52M
Wells fargo & company/mn1.41M3.71%$678.09M
Ninety one uk1.21M3.18%$345.76M
Geode capital management1.10M2.89%$527.41M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Tandem investment advisors244.41K4.44%$117.39M
Saybrook capital /nc54.48K4.08%$15.61M
Heron bay capital management37.08K3.72%$17.81M
American capital management157.82K2.93%$70.59M
Bamco inc /ny/2.23M2.71%$998.29M
Dundas partners llp74.56K2.51%$35.81M
Tsai capital6.69K2.19%$2.99M
Birch capital management8.55K1.96%$3.82M
Willis investment counsel58.21K1.83%$27.96M
Running oak capital36.26K1.80%$16.22M

Top Buyers

HolderShares% AssetsChange
Morgan stanley1.87M0.06%463.74K
Mitsubishi ufj kokusai asset management829.17K0.30%301.13K
Pfg advisors192.00K0.29%187.54K
Assenagon asset management107.12K0.04%105.71K
Geode capital management1.10M0.04%94.67K

Top Sellers

HolderShares% AssetsChange
Amundi122.04K0.02%-231.91K
Blackrock funding, inc. /de3.36M0.03%-152.51K
Thrivent financial for lutherans19.79K0.02%-147.51K
Voloridge investment management65.50K0.11%-134.17K
Squarepoint ops2.46K0.00%-96.95K

New Positions

HolderShares% AssetsChangeValue
Norges bank25.26K0.00%25.26K$12.13M
Summit partners public asset management20.00K0.31%20.00K$8.17M
Caisse de depot et placement du quebec19.34K0.02%19.34K$8.65M
Acadian asset management8.95K0.01%8.95K$4.00M
Fjarde ap-fonden (the fourth swedish national pensionfund)6.74K0.03%6.74K$2.75M

Sold Out

HolderChange
Plato investment management-1.00
Claris advisors, llc / mo /-1.00
Stephens consulting-1.00
Financial gravity asset management-1.00
True wealth design-1.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20258270.61%35,572,6060.11%931.07%3797.37%280-5.72%
Mar 31, 2025817-3.08%35,561,161-1.02%931.05%352-2.76%2961.02%
Dec 31, 2024819-1.80%35,863,118-0.15%941.09%348-6.70%290-1.69%
Sep 30, 20248252.10%35,881,6250.20%931.05%367-2.91%29310.57%
Jun 30, 20247990.88%35,779,2492.57%931.12%3734.48%2614.40%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF1.21M3.18%841.00
Vanguard Total Stock Mkt Idx Inv1.19M3.15%-27.26K
Vanguard Institutional 500 Index Trust1.08M2.85%7.73K
Baron Growth Retail954.00K2.52%-21.00K
Baron Small Cap Growth Strategy954.00K2.52%-21.00K
Vanguard 500 Index Investor938.94K2.48%-137.71K
Vanguard Mid Cap Index Institutional846.65K2.24%9.12K
Morgan Stanley Glbl Franchise663.18K1.75%173.42K
MS INVF Global Brands A663.18K1.75%-
Baron Partners Retail640.00K1.69%-10.00K

Recent Insider Transactions

DateNameRoleActivityValue
Oct 06, 2025Shan Helen L. EVP, Chief Financial OfficerBuy$101.93K
Oct 03, 2025Eilam Barak-Sell$283.21
Sep 23, 2025McLoughlin Christopher Chief Legal OfficerBuy$892.98
Sep 23, 2025McLoughlin Christopher Chief Legal OfficerBuy$99.11K
Jul 14, 2025MCGONIGLE JAMES J-Sell$134.98K

Insider Transactions Trends

DateBuySell
2025 Q411
2025 Q3214
2025 Q2-3
2025 Q1-8
2024 Q4-6

FDS Ownership FAQ

Who Owns FactSet Research Systems?

FactSet Research Systems shareholders are primarily institutional investors at 93.67%, followed by 0.25% insiders and 6.08% retail investors. The average institutional ownership in FactSet Research Systems's industry, Financial Data & Stock Exchanges Stocks, is 76.20%, which FactSet Research Systems exceeds.

Who owns the most shares of FactSet Research Systems?

FactSet Research Systems’s largest shareholders are Vanguard group (4.66M shares, 12.25%), Blackrock (3.43M shares, 9.00%), and Blackrock funding, inc. /de (3.36M shares, 8.86%). Together, they hold 30.12% of FactSet Research Systems’s total shares outstanding.

Does Blackrock own FactSet Research Systems?

Yes, BlackRock owns 9.00% of FactSet Research Systems, totaling 3.43M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.4B$. In the last quarter, BlackRock decreased its holdings by -60.261K shares, a -1.73% change.

Who is FactSet Research Systems’s biggest shareholder by percentage of total assets invested?

Tandem investment advisors is FactSet Research Systems’s biggest shareholder by percentage of total assets invested, with 4.44% of its assets in 244.41K FactSet Research Systems shares, valued at 117.39M$.

Who is the top mutual fund holder of FactSet Research Systems shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of FactSet Research Systems shares, with 3.18% of its total shares outstanding invested in 1.21M FactSet Research Systems shares.

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