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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 93.02% institutional investors, 0.21% insiders, and 6.78% retail investors. Vanguard group is the largest institutional shareholder, holding 12.11% of FDS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in FactSet Research Systems shares.

FDS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFactSet Research Systems93.02%0.21%6.78%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryFinancial Data & Stock Exchanges Stocks77.30%16.98%5.73%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group4.61M12.11%$1.88B
Blackrock3.43M9.00%$1.40B
Bamco inc /ny/2.65M6.96%$1.08B
State street1.89M4.96%$771.66M
Morgan stanley1.87M4.91%$763.84M
Loomis sayles & co l p1.60M4.20%$652.76M
Wells fargo & company/mn1.46M3.84%$597.19M
Ninety one uk1.22M3.19%$496.64M
Kayne anderson rudnick investment management1.16M3.03%$471.85M
Geode capital management993.55K2.61%$405.43M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Saybrook capital /nc44.68K5.17%$18.24M
Tandem investment advisors250.03K4.06%$102.08M
Heron bay capital management41.26K3.59%$16.84M
Bamco inc /ny/2.65M3.10%$1.08B
American capital management186.52K2.55%$76.15M
Dundas partners llp74.56K2.36%$30.44M
Ninety one north america108.59K2.24%$44.33M
Tsai capital5.28K2.12%$2.16M
Running oak capital26.89K1.67%$10.98M
Eukles asset management8.32K1.47%$3.40M

Top Buyers

HolderShares% AssetsChange
Morgan stanley1.87M0.06%463.74K
Mitsubishi ufj kokusai asset management472.55K0.24%208.07K
State street1.89M0.03%120.82K
Millennium management119.58K0.02%115.56K
Stonepine asset management272.97K0.79%94.95K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase440.61K0.01%-126.60K
Invesco366.90K0.03%-93.13K
Bamco inc /ny/2.65M3.10%-84.81K
Fiera capital293.66K0.37%-82.25K
Blackrock3.43M0.03%-60.26K

New Positions

HolderShares% AssetsChangeValue
Trexquant investment lp42.03K0.26%42.03K$17.16M
Norges bank37.02K0.00%37.02K$15.12M
Hrt financial lp33.17K0.08%33.17K$13.54M
Summit partners public asset management20.00K0.31%20.00K$8.17M
Exoduspoint capital management, lp13.57K0.04%13.57K$5.54M

Sold Out

HolderChange
Sachetta-1.00
Plato investment management-1.00
Financial gravity asset management-1.00
Opal wealth advisors-1.00
Beaird harris wealth management-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20248252.10%35,881,6250.20%931.05%367-2.91%29310.57%
Jun 30, 20247990.88%35,779,2492.57%931.12%3734.48%2614.40%
Mar 31, 20247921.41%34,882,6870.51%911.10%3572.29%250-7.75%
Dec 31, 20237814.41%34,706,2520.61%911.11%3499.40%27110.16%
Sep 30, 20237480.54%34,496,2320.52%901.13%319-0.62%246-5.75%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.20M3.16%-4.09K
Baron Growth Retail1.13M2.98%-67.50K
Baron Small Cap Growth Strategy1.13M2.98%-67.50K
Vanguard Institutional 500 Index Trust1.01M2.66%12.40K
Vanguard Mid Cap Index Institutional807.06K2.12%1.45K
Baron Partners Retail675.00K1.77%-45.00K
Vanguard Growth Index Investor483.24K1.27%3.14K
Morgan Stanley Glbl Franchise483.59K1.27%171.63K
MS INVF Global Brands A USD483.59K1.27%-9.48K
Ninety One GSF Glb Frchs I Acc USD471.49K1.24%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 02, 2024Snow Frederick Philip Chief Executive OfficerSell$1.47M
Nov 12, 2024Robie Robert J. EVP, Institutional BuysideSell$1.94M
Nov 11, 2024Costigan John Chief Data OfficerSell$374.28K
Nov 11, 2024Costigan John Chief Data OfficerSell$405.90K
Nov 01, 2024Snow Frederick Philip Chief Executive OfficerSell$1.36M

Insider Transactions Trends

DateBuySell
2024 Q4-6
2024 Q3-12
2024 Q2-12
2024 Q1-4
2023 Q4-16

FDS Ownership FAQ

Who Owns FactSet Research Systems?

FactSet Research Systems shareholders are primarily institutional investors at 93.02%, followed by 0.21% insiders and 6.77% retail investors. The average institutional ownership in FactSet Research Systems's industry, Financial Data & Stock Exchanges Stocks, is 77.30%, which FactSet Research Systems exceeds.

Who owns the most shares of FactSet Research Systems?

FactSet Research Systems’s largest shareholders are Vanguard group (4.61M shares, 12.11%), Blackrock (3.43M shares, 9.00%), and Bamco inc /ny/ (2.65M shares, 6.96%). Together, they hold 28.08% 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?

Saybrook capital /nc is FactSet Research Systems’s biggest shareholder by percentage of total assets invested, with 5.17% of its assets in 44.68K FactSet Research Systems shares, valued at 18.24M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of FactSet Research Systems shares, with 3.16% of its total shares outstanding invested in 1.2M FactSet Research Systems shares.

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