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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 110.23% institutional investors, 0.43% insiders. Vanguard group is the largest institutional shareholder, holding 11.91% of FDS shares. Baron Partners Retail is the top mutual fund, with 5.94% of its assets in FactSet Research Systems shares.

FDS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFactSet Research Systems110.23%0.43%-10.66%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryFinancial Data & Stock Exchanges Stocks77.35%16.21%6.44%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group4.46M11.91%$1.29B
Bamco inc /ny/4.20M11.41%$966.53M
Blackrock3.43M9.00%$1.40B
Blackrock funding, inc. /de2.86M7.76%$657.66M
Vanguard capital management2.38M6.46%$547.52M
State street1.87M5.09%$431.14M
Aqr capital management1.68M4.55%$385.55M
Loomis sayles & co l p1.44M3.91%$331.15M
Geode capital management1.38M3.75%$317.27M
Ninety one uk1.15M3.15%$310.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Barrier capital management31.70K5.33%$7.29M
Shapiro capital management348.36K4.86%$80.15M
Heron bay capital management196.18K4.09%$45.14M
Banyan capital management34.28K3.43%$7.89M
Mcdonald capital investors inc/ca151.48K3.36%$40.89M
Birch capital management25.98K3.29%$7.01M
Monimus capital management, lp57.19K3.05%$13.16M
Saybrook capital /nc45.23K3.03%$12.21M
Hiddenite capital partners lp54.00K2.59%$14.58M
Financial strategies group51.25K2.02%$12.66M

Top Buyers

HolderShares% AssetsChange
Aqr capital management1.68M0.13%1.37M
Sixth street partners management company504.35K0.02%504.35K
Bamco inc /ny/4.20M1.45%444.27K
Capital world investors350.32K0.01%350.32K
Fuller & thaler asset management301.88K0.19%301.88K

Top Sellers

HolderShares% AssetsChange
Vanguard group4.46M0.02%-477.37K
Bank of montreal /can/177.35K0.01%-390.11K
Stonepine asset management---387.78K
Marshall wace, llp403.31K0.07%-387.52K
Champlain investment partners---343.28K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company504.35K0.02%504.35K$116.04M
Capital world investors350.32K0.01%350.32K$80.60M
Fuller & thaler asset management301.88K0.19%301.88K$69.46M
Norges bank208.31K0.00%208.31K$47.93M
Longaeva partners146.72K0.74%146.72K$33.76M

Sold Out

HolderChange
Davis capital management-1.00
Gps wealth strategies group-1.00
Financial gravity asset management-1.00
Salem investment counselors-1.00
Stephens consulting-1.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20267835.10%40,584,9227.29%1101.05%4098.49%250-3.10%
Mar 31, 2026721-10.99%36,817,4771.16%991.05%370-11.06%245-11.23%
Dec 31, 2025356-54.94%23,350,901-36.84%620.65%174-52.72%118-56.93%
Sep 30, 2025439-47.61%11,879,130-66.64%310.36%186-51.44%159-43.82%
Jun 30, 20258270.61%35,572,6060.11%931.07%3797.37%280-5.72%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Baron Partners Retail2.11M5.94%-36.37K
Vanguard Total Stock Mkt Idx Inv1.16M3.25%-23.99K
Vanguard Morn Total Stk Mkt Idx Investor1.16M3.25%-23.99K
Vanguard US Total Market Shares ETF1.21M3.18%841.00
Vanguard MStar Total Stk Mkt Idx Invest1.13M3.18%-29.50K
Vanguard Institutional 500 Index Trust1.08M2.85%7.73K
Vanguard 500 Index Investor934.79K2.63%-32.69K
Baron Small Cap Growth Strategy954.00K2.52%-21.00K
Vanguard Small Cap Index800.77K2.25%-37.48K
Vanguard Mid Cap Index Institutional846.65K2.24%9.12K

Recent Insider Transactions

DateNameRoleActivityValue
Jan 12, 2026Frank Malcolm-Sell$452.25K
Jan 12, 2026Frank Malcolm-Sell$308.30K
Jan 08, 2026SIEGEL LAURIE-Sell$174.44K
Jan 08, 2026SIEGEL LAURIE-Sell$587.50K
Nov 06, 2025Skoko Goran EVP, Chief Revenue OfficerBuy$126.47K

Insider Transactions Trends

DateBuySell
2026 Q3--
2026 Q2--
2026 Q1-4
2025 Q421
2025 Q3214

FDS Ownership FAQ

Who Owns FactSet Research Systems?

FactSet Research Systems shareholders are primarily institutional investors at 110.23%, followed by 0.43% insiders and -10.66% retail investors. The average institutional ownership in FactSet Research Systems's industry, Financial Data & Stock Exchanges Stocks, is 77.35%, which FactSet Research Systems exceeds.

Who owns the most shares of FactSet Research Systems?

FactSet Research Systems’s largest shareholders are Vanguard group (4.46M shares, 11.91%), Bamco inc /ny/ (4.2M shares, 11.41%), and Blackrock (3.43M shares, 9.00%). Together, they hold 32.32% 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?

Barrier capital management is FactSet Research Systems’s biggest shareholder by percentage of total assets invested, with 5.33% of its assets in 31.7K FactSet Research Systems shares, valued at 7.29M$.

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

Baron Partners Retail is the top mutual fund holder of FactSet Research Systems shares, with 5.94% of its total shares outstanding invested in 2.11M FactSet Research Systems shares.

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