FactSet Research Systems Ownership | Who Owns FactSet Research Systems?
FactSet Research Systems Ownership Summary
FactSet Research Systems is owned by 93.55% institutional investors, 0.25% insiders, and 6.20% retail investors. Vanguard group is the largest institutional shareholder, holding 12.25% of FDS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.22% of its assets in FactSet Research Systems shares.
FDS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FactSet Research Systems | 93.55% | 0.25% | 6.20% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Financial Data & Stock Exchanges Stocks | 30.05% | 15.95% | 54.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.66M | 12.25% | $2.24B |
| Blackrock funding, inc. /de | 3.49M | 9.17% | $1.67B |
| Blackrock | 3.43M | 9.00% | $1.40B |
| Bamco inc /ny/ | 2.36M | 6.20% | $1.13B |
| State street | 1.95M | 5.12% | $935.03M |
| Morgan stanley | 1.87M | 4.91% | $763.84M |
| Loomis sayles & co l p | 1.50M | 3.95% | $721.54M |
| Wells fargo & company/mn | 1.41M | 3.71% | $678.09M |
| Kayne anderson rudnick investment management | 1.24M | 3.26% | $594.84M |
| Ninety one uk | 1.21M | 3.19% | $581.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Saybrook capital /nc | 48.76K | 6.26% | $23.42M |
| Tandem investment advisors | 244.41K | 4.44% | $117.39M |
| Heron bay capital management | 37.08K | 3.72% | $17.81M |
| American capital management | 173.99K | 3.11% | $83.57M |
| Bamco inc /ny/ | 2.36M | 2.92% | $1.13B |
| Dundas partners llp | 74.56K | 2.51% | $35.81M |
| Tsai capital | 6.62K | 2.31% | $3.18M |
| Birch capital management | 8.59K | 2.08% | $4.12M |
| Ninety one north america | 64.04K | 1.90% | $30.76M |
| Running oak capital | 29.91K | 1.88% | $14.37M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 1.87M | 0.06% | 463.74K |
| Raymond james financial | 143.93K | 0.03% | 143.93K |
| Geode capital management | 1.10M | 0.04% | 94.67K |
| Wealthfront advisers | 76.44K | 0.06% | 74.62K |
| Invesco | 456.15K | 0.04% | 66.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Thrivent financial for lutherans | 19.79K | 0.02% | -147.51K |
| Point72 asset management | - | - | -138.19K |
| Bamco inc /ny/ | 2.36M | 2.92% | -122.42K |
| Squarepoint ops | 2.46K | 0.00% | -96.95K |
| Price t rowe associates inc /md/ | 55.30K | 0.00% | -91.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 143.93K | 0.03% | 143.93K | $69.13M |
| Healthcare of ontario pension plan trust fund | 35.00K | 0.04% | 35.00K | $16.81M |
| Norges bank | 25.26K | 0.00% | 25.26K | $12.13M |
| Susquehanna fundamental investments | 23.75K | 0.16% | 23.75K | $11.41M |
| Interval partners, lp | 20.36K | 0.19% | 20.36K | $9.78M |
Sold Out
| Holder | Change |
|---|---|
| Plato investment management | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Opal wealth advisors | -1.00 |
| Financial gravity asset management | -1.00 |
| Voisard asset management group | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 799 | 0.88% | 35,779,249 | 2.57% | 93 | 1.12% | 373 | 4.48% | 261 | 4.40% |
| Mar 31, 2024 | 792 | 1.41% | 34,882,687 | 0.51% | 91 | 1.10% | 357 | 2.29% | 250 | -7.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.22M | 3.22% | -4.39K |
| Vanguard US Total Market Shares ETF | 1.21M | 3.18% | 841.00 |
| Vanguard Institutional 500 Index Trust | 1.08M | 2.85% | 7.73K |
| Vanguard 500 Index Investor | 1.08M | 2.85% | -5.20K |
| Baron Growth Retail | 954.00K | 2.52% | -21.00K |
| Baron Small Cap Growth Strategy | 954.00K | 2.52% | -21.00K |
| Vanguard Mid Cap Index Institutional | 837.53K | 2.22% | 2.63K |
| Baron Partners Retail | 640.00K | 1.69% | -10.00K |
| Vanguard Growth Index Investor | 495.30K | 1.31% | -22.55K |
| Morgan Stanley Glbl Franchise | 489.76K | 1.29% | 59.64K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 14, 2025 | MCGONIGLE JAMES J | - | Sell | $644.07K |
| Jul 14, 2025 | MCGONIGLE JAMES J | - | Sell | $134.98K |
| Jul 14, 2025 | MCGONIGLE JAMES J | - | Sell | $541.26K |
| Jul 09, 2025 | Moskoff Gregory T | MD,Controller and CAO | Sell | $216.31K |
| Jul 09, 2025 | Moskoff Gregory T | MD,Controller and CAO | Sell | $130.64K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 14 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 12 |
FDS Ownership FAQ
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