FactSet Research Systems Ownership | Who Owns FactSet Research Systems?


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FactSet Research Systems Ownership Summary


FactSet Research Systems is owned by 93.94% institutional investors, 0.21% insiders, and 5.86% 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 Systems93.94%0.21%5.86%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryFinancial Data & Stock Exchanges Stocks78.34%16.98%4.68%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.20M3.16%-4.09K
Baron Small Cap Growth Strategy1.13M2.98%-67.50K
Baron Growth Retail1.13M2.98%-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
MS INVF Global Brands A USD483.59K1.27%-9.48K
Morgan Stanley Glbl Franchise483.59K1.27%171.63K
MS INVF Global Brands A483.59K1.27%-9.48K

Recent Insider Transactions


DateNameRoleActivityValue
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
Aug 05, 2024Harding Catrina Chief People OfficerSell$184.81K

Insider Transactions Trends


DateBuySell
2024 Q4-5
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 93.94%, followed by 0.21% insiders and 5.85% retail investors. The average institutional ownership in FactSet Research Systems's industry, Financial Data & Stock Exchanges Stocks, is 78.34%, 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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