FactSet Research Systems Ownership | Who Owns FactSet Research Systems?
FactSet Research Systems Ownership Summary
FactSet Research Systems is owned by 31.46% institutional investors, 0.41% insiders, and 68.13% retail investors. Vanguard group is the largest institutional shareholder, holding 13.01% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FactSet Research Systems | 31.46% | 0.41% | 68.13% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Financial Data & Stock Exchanges Stocks | 49.29% | 14.83% | 35.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.93M | 13.01% | $1.41B |
| Blackrock | 3.43M | 9.00% | $1.40B |
| Blackrock funding, inc. /de | 3.40M | 8.97% | $974.91M |
| Morgan stanley | 2.17M | 5.72% | $621.46M |
| State street | 1.96M | 5.17% | $561.87M |
| Bamco inc /ny/ | 1.82M | 4.80% | $521.14M |
| Loomis sayles & co l p | 1.53M | 4.04% | $439.10M |
| Wells fargo & company/mn | 1.33M | 3.52% | $382.14M |
| Ninety one uk | 1.21M | 3.18% | $345.76M |
| Geode capital management | 1.10M | 2.91% | $315.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Saybrook capital /nc | 54.48K | 4.08% | $15.61M |
| 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 |
| Mcdonald capital investors inc/ca | 98.85K | 1.76% | $28.32M |
| Financial strategies group | 29.93K | 1.51% | $7.92M |
| Tandem investment advisors | 146.13K | 1.43% | $41.86M |
| Bamco inc /ny/ | 1.82M | 1.38% | $521.14M |
| Wellington wealth strategies, llc. | 3.24K | 1.36% | $1.49M |
| Running oak capital | 41.34K | 1.33% | $11.84M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 279.77K | 0.12% | 260.56K |
| Barclays | 272.54K | 0.02% | 167.42K |
| First trust advisors lp | 160.45K | 0.03% | 148.30K |
| Bnp paribas arbitrage, snc | 206.71K | 0.03% | 135.43K |
| Voloridge investment management | 189.72K | 0.18% | 124.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bamco inc /ny/ | 1.82M | 1.38% | -412.86K |
| Nordea investment management ab | - | - | -354.39K |
| Jpmorgan chase | 137.41K | 0.00% | -281.33K |
| Morgan stanley | 2.17M | 0.04% | -205.65K |
| Massachusetts financial services co /ma/ | - | - | -102.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mcdonald capital investors inc/ca | 98.85K | 1.76% | 98.85K | $28.32M |
| Marshall wace, llp | 98.43K | 0.03% | 98.43K | $28.20M |
| Trexquant investment lp | 97.79K | 0.29% | 97.79K | $28.01M |
| Qube research | 66.54K | 0.02% | 66.54K | $19.06M |
| Distillate capital partners | 49.79K | 0.74% | 49.79K | $14.26M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -1.00 |
| Financial gravity asset management | -1.00 |
| Davis capital management | -1.00 |
| Stephens consulting | -1.00 |
| True wealth design | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 825 | 2.10% | 35,881,625 | 0.20% | 93 | 1.05% | 367 | -2.91% | 293 | 10.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.21M | 3.18% | 841.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.19M | 3.15% | -27.26K |
| Vanguard Institutional 500 Index Trust | 1.08M | 2.85% | 7.73K |
| Baron Growth Retail | 954.00K | 2.52% | -21.00K |
| Baron Small Cap Growth Strategy | 954.00K | 2.52% | -21.00K |
| Vanguard 500 Index Investor | 938.94K | 2.48% | -137.71K |
| Vanguard Mid Cap Index Institutional | 846.65K | 2.24% | 9.12K |
| Morgan Stanley Glbl Franchise | 663.18K | 1.75% | 173.42K |
| MS INVF Global Brands A | 663.18K | 1.75% | - |
| Baron Partners Retail | 640.00K | 1.69% | -10.00K |
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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