FactSet Research Systems Ownership | Who Owns FactSet Research Systems?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FactSet Research Systems | 93.67% | 0.25% | 6.08% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Financial Data & Stock Exchanges Stocks | 76.20% | 16.16% | 7.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.66M | 12.25% | $2.24B |
| Blackrock | 3.43M | 9.00% | $1.40B |
| Blackrock funding, inc. /de | 3.36M | 8.86% | $1.50B |
| Bamco inc /ny/ | 2.23M | 5.88% | $998.29M |
| State street | 1.95M | 5.12% | $935.03M |
| Morgan stanley | 1.87M | 4.91% | $763.84M |
| Loomis sayles & co l p | 1.51M | 3.97% | $674.52M |
| Wells fargo & company/mn | 1.41M | 3.71% | $678.09M |
| Ninety one uk | 1.19M | 3.14% | $533.44M |
| Geode capital management | 1.10M | 2.89% | $527.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Saybrook capital /nc | 45.47K | 5.75% | $20.34M |
| Tandem investment advisors | 244.41K | 4.44% | $117.39M |
| Heron bay capital management | 37.08K | 3.72% | $17.81M |
| American capital management | 157.82K | 2.93% | $70.59M |
| Bamco inc /ny/ | 2.23M | 2.71% | $998.29M |
| Dundas partners llp | 74.56K | 2.51% | $35.81M |
| Tsai capital | 6.69K | 2.19% | $2.99M |
| Birch capital management | 8.55K | 1.96% | $3.82M |
| Ninety one north america | 84.69K | 1.86% | $37.88M |
| Willis investment counsel | 58.21K | 1.83% | $27.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 1.87M | 0.06% | 463.74K |
| Mitsubishi ufj kokusai asset management | 829.17K | 0.30% | 301.13K |
| Pfg advisors | 192.00K | 0.29% | 187.54K |
| Geode capital management | 1.10M | 0.04% | 94.67K |
| Point72 asset management | 91.95K | 0.08% | 91.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Amundi | 122.04K | 0.02% | -231.91K |
| Blackrock funding, inc. /de | 3.36M | 0.03% | -152.51K |
| Thrivent financial for lutherans | 19.79K | 0.02% | -147.51K |
| Voloridge investment management | 65.50K | 0.11% | -134.17K |
| Squarepoint ops | 2.46K | 0.00% | -96.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 25.26K | 0.00% | 25.26K | $12.13M |
| Summit partners public asset management | 20.00K | 0.31% | 20.00K | $8.17M |
| Caisse de depot et placement du quebec | 19.34K | 0.02% | 19.34K | $8.65M |
| Acadian asset management | 8.95K | 0.01% | 8.95K | $4.00M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 6.74K | 0.03% | 6.74K | $2.75M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -1.00 |
| Voisard asset management group | -1.00 |
| Plato investment management | -1.00 |
| Financial gravity asset management | -1.00 |
| Proffitt & goodson | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 799 | 0.88% | 35,779,249 | 2.57% | 93 | 1.12% | 373 | 4.48% | 261 | 4.40% |
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 |
| MS INVF Global Brands A | 663.18K | 1.75% | - |
| Baron Partners Retail | 640.00K | 1.69% | -10.00K |
| Vanguard Growth Index Investor | 497.12K | 1.31% | 1.83K |
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 |
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