FactSet Research Systems Ownership | Who Owns FactSet Research Systems?

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FactSet Research Systems Ownership Summary

FactSet Research Systems is owned by 99.70% institutional investors, 0.40% insiders. Vanguard group is the largest institutional shareholder, holding 11.91% of FDS shares. Baron Partners Retail is the top mutual fund, with 5.15% of its assets in FactSet Research Systems shares.

FDS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	FactSet Research Systems	99.70%	0.40%	-0.11%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Financial Data & Stock Exchanges Stocks	52.52%	15.29%	32.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	4.46M	11.91%	$1.29B
Bamco inc /ny/	3.76M	10.17%	$815.14M
Blackrock	3.43M	9.00%	$1.40B
Blackrock funding, inc. /de	2.83M	7.65%	$613.18M
State street	1.90M	5.14%	$411.93M
Loomis sayles & co l p	1.48M	4.00%	$320.72M
Ninety one uk	1.19M	3.24%	$259.30M
Geode capital management	1.14M	3.09%	$247.50M
Invesco	1.07M	2.90%	$232.54M
Morgan stanley	1.05M	2.84%	$227.91M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ranmore fund management	185.99K	5.33%	$40.36M
Heron bay capital management	229.30K	4.59%	$49.76M
Shapiro capital management	330.54K	4.48%	$71.72M
Banyan capital management	34.83K	3.26%	$7.56M
Monimus capital management, lp	52.49K	3.16%	$11.39M
Saybrook capital /nc	48.30K	2.82%	$10.48M
Mcdonald capital investors inc/ca	188.14K	2.79%	$40.82M
Bamco inc /ny/	3.76M	2.46%	$815.14M
Financial strategies group	53.17K	2.00%	$11.98M
Birch capital management	15.85K	1.80%	$3.44M

Top Buyers

Holder	Shares	% Assets	Change
Bamco inc /ny/	3.76M	2.46%	867.74K
Norges bank	522.04K	0.02%	522.04K
Invesco	1.07M	0.04%	355.18K
Equity investment	287.62K	1.22%	287.62K
Yacktman asset management lp	225.87K	0.65%	225.87K

Top Sellers

Holder	Shares	% Assets	Change
Citadel advisors	259.00K	0.01%	-609.47K
Wells fargo & company/mn	693.23K	0.03%	-499.64K
Vanguard group	4.46M	0.02%	-477.37K
Aqr capital management	307.54K	0.03%	-397.52K
Nordea investment management ab	-	-	-354.39K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	522.04K	0.02%	522.04K	$151.49M
Equity investment	287.62K	1.22%	287.62K	$62.41M
Yacktman asset management lp	225.87K	0.65%	225.87K	$49.01M
Vanguard fiduciary trust	209.52K	0.01%	209.52K	$45.46M
Ranmore fund management	185.99K	5.33%	185.99K	$40.36M

Sold Out

Holder	Change
Stephens consulting	-1.00
Gps wealth strategies group	-1.00
Financial gravity asset management	-1.00
Davis capital management	-1.00
Claris advisors, llc / mo /	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	721	-10.99%	36,817,477	1.16%	99	1.05%	370	-11.06%	245	-11.23%
Dec 31, 2025	356	-54.94%	23,350,901	-36.84%	62	0.65%	174	-52.72%	118	-56.93%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Baron Partners Retail	1.88M	5.15%	575.00K
Vanguard Total Stock Mkt Idx Inv	1.18M	3.24%	2.82K
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	961.94K	2.64%	17.38K
Baron Small Cap Growth Strategy	954.00K	2.52%	-21.00K
Vanguard Small Cap Index	854.65K	2.35%	-945.00
Invesco S&P 500® Equal Weight ETF	820.90K	2.25%	-247.00
Vanguard Mid Cap Index Institutional	846.65K	2.24%	9.12K
Baron Growth Retail	675.00K	1.85%	-48.00K

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

Who Owns FactSet Research Systems?

FactSet Research Systems shareholders are primarily institutional investors at 99.70%, followed by 0.40% insiders and -0.10% retail investors. The average institutional ownership in FactSet Research Systems's industry, Financial Data & Stock Exchanges Stocks, is 52.52%, 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/ (3.76M shares, 10.17%), and Blackrock (3.43M shares, 9.00%). Together, they hold 31.08% 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?

Ranmore fund management is FactSet Research Systems’s biggest shareholder by percentage of total assets invested, with 5.33% of its assets in 185.99K FactSet Research Systems shares, valued at 40.36M$.

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 5.15% of its total shares outstanding invested in 1.88M FactSet Research Systems shares.

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