FactSet Research Systems Ownership 2024 | Who Owns FactSet Research Systems Now?
Institutional Ownership
93.73%
Insider Ownership
0.21%
Retail Ownership
6.07%
Institutional Holders
785.00
FactSet Research Systems Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12.11% | 0.04% | 4,613,344 | 41,794 | 0.91% | 1,883,489,954 | Jun 30, 2024 |
| BLACKROCK INC. | 9.00% | 0.03% | 3,428,838 | -60,261 | -1.73% | 1,399,891,898 | Jun 30, 2024 |
| BAMCO INC /NY/ | 6.96% | 3.10% | 2,652,470 | -84,814 | -3.10% | 1,082,923,927 | Jun 30, 2024 |
| STATE STREET CORP | 4.96% | 0.03% | 1,890,073 | 120,816 | 6.83% | 771,660,104,000 | Jun 30, 2024 |
| MORGAN STANLEY | 4.91% | 0.06% | 1,870,908 | 463,740 | 32.96% | 763,837,201 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 4.20% | 0.90% | 1,598,842 | 16,688 | 1.05% | 652,759,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 3.84% | 0.14% | 1,462,744 | -21,366 | -1.44% | 597,194,775 | Jun 30, 2024 |
| NINETY ONE UK LTD | 3.19% | 1.37% | 1,216,461 | 10,928 | 0.91% | 496,644,533 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.03% | 1.15% | 1,155,725 | -7,609 | -0.65% | 471,848,148 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.61% | 0.04% | 993,548 | 23,987 | 2.47% | 405,430,357 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.52% | 0.02% | 578,233 | -41,916 | -6.76% | 236,075,318 | Jun 30, 2024 |
| AMUNDI | 1.42% | 0.09% | 539,816 | -22,281 | -3.96% | 224,527,147 | Jun 30, 2024 |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 1.24% | 0.24% | 472,550 | 208,069 | 78.67% | 192,927,989 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.16% | 0.06% | 441,883 | -2,355 | -0.53% | 180,407,572 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.16% | 0.01% | 440,609 | -126,597 | -22.32% | 179,887,993 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.97% | 0.03% | 369,273 | 5,495 | 1.51% | 150,763,088 | Jun 30, 2024 |
| INVESCO LTD. | 0.96% | 0.03% | 366,899 | -93,131 | -20.24% | 149,793,855 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.96% | 0.03% | 365,127 | -250 | -0.07% | 149,070,401,000 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 0.95% | 0.91% | 363,162 | 2,330 | 0.65% | 148,268,150 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.90% | 0.03% | 341,202 | -3,118 | -0.91% | 139,302,204 | Jun 30, 2024 |
FactSet Research Systems's largest institutional shareholder is VANGUARD GROUP INC, holding 12.11% of the company's total share outstanding, currently valued at $1.88B. The top 10 institutional shareholders own together 54.83% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SAYBROOK CAPITAL /NC | 0.12% | 5.17% | 44,680 | -995 | -2.18% | 18,242,000 | Jun 30, 2024 |
| TANDEM INVESTMENT ADVISORS, INC. | 0.66% | 4.06% | 250,028 | 3,485 | 1.41% | 102,079,000 | Jun 30, 2024 |
| HERON BAY CAPITAL MANAGEMENT | 0.11% | 3.59% | 41,258 | 7,533 | 22.34% | 16,844,484 | Jun 30, 2024 |
| BAMCO INC /NY/ | 6.96% | 3.10% | 2,652,470 | -84,814 | -3.10% | 1,082,923,927 | Jun 30, 2024 |
| AMERICAN CAPITAL MANAGEMENT INC | 0.49% | 2.55% | 186,523 | -1,090 | -0.58% | 76,151,745 | Jun 30, 2024 |
| DUNDAS PARTNERS LLP | 0.20% | 2.36% | 74,556 | 692 | 0.94% | 30,439,000 | Jun 30, 2024 |
| NINETY ONE NORTH AMERICA, INC. | 0.29% | 2.24% | 108,586 | -14,021 | -11.44% | 44,332,407 | Jun 30, 2024 |
| TSAI CAPITAL CORP | 0.01% | 2.12% | 5,282 | 36 | 0.69% | 2,156,482 | Jun 30, 2024 |
| RUNNING OAK CAPITAL LLC | 0.07% | 1.67% | 26,885 | 4,325 | 19.17% | 10,976,339 | Jun 30, 2024 |
| EUKLES ASSET MANAGEMENT | 0.02% | 1.47% | 8,317 | -42 | -0.50% | 3,395,583 | Jun 30, 2024 |
| BATH SAVINGS TRUST CO | 0.08% | 1.38% | 31,717 | 421 | 1.35% | 12,949,100 | Jun 30, 2024 |
| NINETY ONE UK LTD | 3.19% | 1.37% | 1,216,461 | 10,928 | 0.91% | 496,644,533 | Jun 30, 2024 |
| LWM ADVISORY SERVICES, LLC | 0.01% | 1.37% | 4,000 | - | - | 1,633,080 | Jun 30, 2024 |
| CORE ALTERNATIVE CAPITAL | 0.04% | 1.34% | 16,417 | -2,917 | -15.09% | 6,702,536 | Jun 30, 2024 |
| MARKS GROUP WEALTH MANAGEMENT, INC | 0.08% | 1.31% | 30,542 | 2,495 | 8.90% | 12,469,409 | Jun 30, 2024 |
| WENDELL DAVID ASSOCIATES INC | 0.08% | 1.31% | 31,447 | -215 | -0.68% | 12,839,000 | Jun 30, 2024 |
| WILLIS INVESTMENT COUNSEL | 0.11% | 1.19% | 41,900 | - | - | 17,106,513 | Jun 30, 2024 |
| JGP WEALTH MANAGEMENT, LLC | 0.05% | 1.18% | 20,334 | 394 | 1.98% | 8,301,953 | Jun 30, 2024 |
| AURORA INVESTMENT MANAGERS, LLC. | 0.01% | 1.17% | 3,985 | -96 | -2.35% | 1,627,000 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.03% | 1.15% | 1,155,725 | -7,609 | -0.65% | 471,848,148 | Jun 30, 2024 |
The largest FactSet Research Systems shareholder by % of total assets is SAYBROOK CAPITAL /NC. The company owns 44.68K shares of FactSet Research Systems (FDS), representing 5.17% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 4.91% | 0.06% | 1,870,908 | 463,740 | 32.96% | 763,837,201 | Jun 30, 2024 |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 1.24% | 0.24% | 472,550 | 208,069 | 78.67% | 192,927,989 | Jun 30, 2024 |
| STATE STREET CORP | 4.96% | 0.03% | 1,890,073 | 120,816 | 6.83% | 771,660,104,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.31% | 0.02% | 119,582 | 115,561 | 2873.94% | 48,821,743 | Jun 30, 2024 |
| STONEPINE ASSET MANAGEMENT INC. | 0.72% | 0.79% | 272,973 | 94,952 | 53.34% | 111,446,687 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.37% | 0.21% | 139,770 | 80,666 | 136.48% | 57,063,898 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.31% | 0.08% | 118,575 | 70,936 | 148.90% | 48,410,615 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.69% | 0.13% | 262,351 | 67,591 | 34.70% | 107,834,132 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.70% | 0.03% | 268,470 | 56,278 | 26.52% | 109,608,246 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.12% | 0.03% | 45,676 | 44,301 | 3221.89% | 18,648,141 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.11% | 0.26% | 42,027 | 42,027 | 100.00% | 17,158,363 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.11% | 0.04% | 4,613,344 | 41,794 | 0.91% | 1,883,489,954 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.62% | 0.03% | 235,387 | 41,717 | 21.54% | 96,112,637 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.39% | 0.01% | 148,210 | 39,125 | 35.87% | 60,510,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.58% | 0.02% | 220,864 | 38,324 | 20.99% | 90,172,004 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.10% | 0.04% | 37,700 | 37,200 | 7440.00% | 15,391,779 | Jun 30, 2024 |
| NORGES BANK | 0.10% | 0.00% | 37,025 | 37,025 | 100.00% | 15,116,197 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.09% | 0.08% | 33,171 | 33,171 | 100.00% | 13,542,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.09% | 0.03% | 35,438 | 27,338 | 337.51% | 14,468,272 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.61% | 0.04% | 993,548 | 23,987 | 2.47% | 405,430,357 | Jun 30, 2024 |
As of Jun 30 2024, FactSet Research Systems's largest institutional buyer is MORGAN STANLEY. The company purchased 463.74K stocks of FDS, valued at $763.84M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 1.16% | 0.01% | 440,609 | -126,597 | -22.32% | 179,887,993 | Jun 30, 2024 |
| INVESCO LTD. | 0.96% | 0.03% | 366,899 | -93,131 | -20.24% | 149,793,855 | Jun 30, 2024 |
| BAMCO INC /NY/ | 6.96% | 3.10% | 2,652,470 | -84,814 | -3.10% | 1,082,923,927 | Jun 30, 2024 |
| FIERA CAPITAL CORP | 0.77% | 0.38% | 293,660 | -82,253 | -21.88% | 119,892,569 | Jun 30, 2024 |
| BLACKROCK INC. | 9.00% | 0.03% | 3,428,838 | -60,261 | -1.73% | 1,399,891,898 | Jun 30, 2024 |
| BARCLAYS PLC | 0.21% | 0.01% | 81,349 | -48,082 | -37.15% | 33,211,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.21% | 0.01% | 78,940 | -42,839 | -35.18% | 32,228,834 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.52% | 0.02% | 578,233 | -41,916 | -6.76% | 236,075,318 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.47% | 0.15% | 177,847 | -36,890 | -17.18% | 72,609,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.33% | 0.01% | 125,593 | -36,573 | -22.55% | 51,275,854 | Jun 30, 2024 |
| SPENCE ASSET MANAGEMENT | 0.01% | 0.02% | 2,056 | -29,992 | -93.58% | 77,000 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.06% | 0.01% | 20,976 | -29,249 | -58.24% | 8,563,871 | Jun 30, 2024 |
| HANCOCK WHITNEY CORP | 0.00% | 0.01% | 495 | -28,151 | -98.27% | 202,096 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.00% | 0.00% | 774 | -25,436 | -97.05% | 316,001 | Jun 30, 2024 |
| KBC GROUP NV | 0.02% | 0.01% | 9,187 | -23,672 | -72.04% | 3,751,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.48% | 0.01% | 181,937 | -22,396 | -10.96% | 74,281,000 | Jun 30, 2024 |
| AMUNDI | 1.42% | 0.09% | 539,816 | -22,281 | -3.96% | 224,527,147 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.48% | 0.05% | 181,247 | -21,435 | -10.58% | 73,997,713 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 3.84% | 0.14% | 1,462,744 | -21,366 | -1.44% | 597,194,775 | Jun 30, 2024 |
| ROYAL LONDON ASSET MANAGEMENT LTD | 0.33% | 0.13% | 123,981 | -20,565 | -14.23% | 50,617,724 | Jun 30, 2024 |
As of Jun 30 2024, FactSet Research Systems's biggest institutional seller is JPMORGAN CHASE & CO. The company sold -0.13M shares of FDS, valued at $179.89M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TREXQUANT INVESTMENT LP | 0.11% | 0.26% | 42,027 | 42,027 | 100.00% | 17,158,363 | Jun 30, 2024 |
| NORGES BANK | 0.10% | 0.00% | 37,025 | 37,025 | 100.00% | 15,116,197 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.09% | 0.08% | 33,171 | 33,171 | 100.00% | 13,542,000 | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 0.05% | 0.31% | 20,000 | 20,000 | 100.00% | 8,165,400 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.04% | 0.31% | 16,000 | 16,000 | 100.00% | 6,532,320 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.04% | 0.27% | 13,926 | 13,926 | 100.00% | 5,685,568 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.04% | 0.04% | 13,570 | 13,570 | 100.00% | 5,540,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.01% | 11,861 | 11,861 | 100.00% | 4,843,527 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.02% | 10,052 | 10,052 | 100.00% | 4,103,930 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.03% | 0.01% | 10,000 | 10,000 | 100.00% | 4,082,700 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.03% | 0.46% | 9,981 | 9,981 | 100.00% | 4,075,000 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.02% | 0.14% | 7,319 | 7,319 | 100.00% | 2,988,128 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.03% | 6,739 | 6,739 | 100.00% | 2,751,000 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.02% | 0.11% | 6,186 | 6,186 | 100.00% | 2,525,732 | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | 0.01% | 0.28% | 5,692 | 5,692 | 100.00% | 2,323,873 | Jun 30, 2024 |
| OFI INVEST ASSET MANAGEMENT | 0.01% | 0.05% | 5,000 | 5,000 | 100.00% | 1,904,689 | Jun 30, 2024 |
| NATIXIS | 0.01% | 0.01% | 4,814 | 4,814 | 100.00% | 1,965,412 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.01% | 0.03% | 4,731 | 4,731 | 100.00% | 1,931,525 | Jun 30, 2024 |
| WAVERLY ADVISORS, LLC | 0.01% | 0.04% | 4,562 | 4,562 | 100.00% | 1,862,528 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.01% | 0.05% | 4,300 | 4,300 | 100.00% | 1,755,561 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.01% | 0.01% | 4,217 | 4,217 | 100.00% | 1,721,675 | Jun 30, 2024 |
| CORDATUS WEALTH MANAGEMENT LLC | 0.01% | 0.64% | 4,169 | 4,169 | 100.00% | 1,702,000 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.01% | 0.12% | 4,046 | 4,046 | 100.00% | 1,651,860 | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | 0.01% | 0.17% | 3,727 | 3,727 | 100.00% | 1,521,622 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.07% | 3,001 | 3,001 | 100.00% | 1,225,218 | Jun 30, 2024 |
| ARISTIDES CAPITAL LLC | 0.01% | 0.35% | 3,000 | 3,000 | 100.00% | 1,224,810 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.03% | 2,943 | 2,943 | 100.00% | 1,201,539 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 2,800 | 2,800 | 100.00% | 1,143,156 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.01% | 0.02% | 2,643 | 2,643 | 100.00% | 1,079,058 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.01% | 0.12% | 2,550 | 2,550 | 100.00% | 1,041,089 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.01% | 0.32% | 2,504 | 2,504 | 100.00% | 1,022,206 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.01% | 0.16% | 2,406 | 2,406 | 100.00% | 982,298 | Jun 30, 2024 |
| AXQ CAPITAL, LP | 0.01% | 0.20% | 2,139 | 2,139 | 100.00% | 873,290 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.06% | 2,032 | 2,032 | 100.00% | 829,000 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.01% | 0.60% | 1,962 | 1,962 | 100.00% | 801,026 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.01% | 0.01% | 1,900 | 1,900 | 100.00% | 775,713 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.00% | 0.13% | 1,780 | 1,780 | 100.00% | 726,721 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.02% | 1,757 | 1,757 | 100.00% | 717,330 | Jun 30, 2024 |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.27% | 1,734 | 1,734 | 100.00% | 708,005 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.00% | 0.13% | 1,681 | 1,681 | 100.00% | 686,302 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.26% | 1,556 | 1,556 | 100.00% | 635,268 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 1,520 | 1,520 | 100.00% | 620,570 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.00% | 0.11% | 1,406 | 1,406 | 100.00% | 574,028 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.21% | 1,201 | 1,201 | 100.00% | 490,332 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 1,179 | 1,179 | 100.00% | 481,350 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 1,020 | 1,020 | 100.00% | 416,435 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.09% | 858 | 858 | 100.00% | 353,685 | Jun 30, 2024 |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.00% | 0.03% | 857 | 857 | 100.00% | 349,887 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.00% | 0.00% | 844 | 844 | 100.00% | 344,580 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.00% | 0.24% | 800 | 800 | 100.00% | 326,616 | Jun 30, 2024 |
| VERITY & VERITY, LLC | 0.00% | 0.03% | 756 | 756 | 100.00% | 308,652 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.00% | 0.01% | 723 | 723 | 100.00% | 295,179 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.00% | 0.01% | 653 | 653 | 100.00% | 266,600 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.01% | 648 | 648 | 100.00% | 264,559 | Jun 30, 2024 |
| BRADLEY FOSTER & SARGENT INC/CT | 0.00% | 0.00% | 629 | 629 | 100.00% | 256,802 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.00% | 0.03% | 626 | 626 | 100.00% | 255,577 | Jun 30, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.00% | 0.01% | 621 | 621 | 100.00% | 253,664 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.00% | 505 | 505 | 100.00% | 208,039 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | 0.00% | 0.05% | 430 | 430 | 100.00% | 175,556 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 81,654 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.02% | 152 | 152 | 100.00% | 62,057 | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 81 | 81 | 100.00% | 33,070 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.01% | 35 | 35 | 100.00% | 14,329 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 33 | 33 | 100.00% | 13,473 | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.00% | 0.00% | 22 | 22 | 100.00% | 8,982 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | 0.00% | - | 20 | 20 | 100.00% | 22 | Jun 30, 2024 |
| 0.00% | 0.01% | 20 | 20 | 100.00% | 8,165 | Jun 30, 2024 | |
| INNEALTA CAPITAL, LLC | - | 0.00% | 19 | 19 | 100.00% | 7,757 | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | - | 0.00% | 17 | 17 | 100.00% | 6,941 | Jun 30, 2024 |
| KEENER FINANCIAL PLANNING LLC | - | 0.00% | 17 | 17 | 100.00% | 6,000 | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | 0.00% | 16 | 16 | 100.00% | 6,000 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | 0.00% | 14 | 14 | 100.00% | 5,716 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | - | 0.00% | 9 | 9 | 100.00% | 3,675 | Jun 30, 2024 |
| CHILTON CAPITAL MANAGEMENT LLC | - | 0.00% | 5 | 5 | 100.00% | 2,042 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 4 | 4 | 100.00% | 1,633 | Jun 30, 2024 |
| NORTHWEST FINANCIAL ADVISORS | - | 0.00% | 4 | 4 | 100.00% | 1,633 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 2 | 2 | 100.00% | 1,000 | Jun 30, 2024 |
| WESTEND ADVISORS, LLC | - | - | 1 | 1 | 100.00% | 408 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 1 | 1 | 100.00% | 417 | Jun 30, 2024 |
FactSet Research Systems's largest new institutional shareholder by number of shares is TREXQUANT INVESTMENT LP, purchased 42.03K shares, valued at $17.16M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AZORA CAPITAL LP | - | - | - | -18,962 | -100.00% | - | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | - | - | - | -18,417 | -100.00% | - | Jun 30, 2024 |
| TCW GROUP INC | - | - | - | -13,809 | -100.00% | - | Jun 30, 2024 |
| ORIBEL CAPITAL MANAGEMENT, LP | - | - | - | -11,400 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -10,461 | -100.00% | - | Jun 30, 2024 |
| XXEC, INC. | - | - | - | -9,732 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -7,695 | -100.00% | - | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -4,802 | -100.00% | - | Jun 30, 2024 |
| BANQUE CANTONALE VAUDOISE | - | - | - | -3,755 | -100.00% | - | Jun 30, 2024 |
| K.J. HARRISON & PARTNERS INC | - | - | - | -3,250 | -100.00% | - | Jun 30, 2024 |
| LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -2,564 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -2,210 | -100.00% | - | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | - | - | - | -2,059 | -100.00% | - | Jun 30, 2024 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH ADVISORS, LLC | - | - | - | -1,876 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -1,606 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,536 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -1,387 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -1,184 | -100.00% | - | Jun 30, 2024 |
| NIXON PEABODY TRUST CO | - | - | - | -1,057 | -100.00% | - | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -932 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
| MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -757 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -750 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -712 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| EMPIRICAL ASSET MANAGEMENT, LLC | - | - | - | -687 | -100.00% | - | Jun 30, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -673 | -100.00% | - | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | - | - | - | -625 | -100.00% | - | Jun 30, 2024 |
| WEIL COMPANY, INC. | - | - | - | -579 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -554 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -510 | -100.00% | - | Jun 30, 2024 |
| PINNACLE ASSOCIATES LTD | - | - | - | -496 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC ADVISOR SOLUTIONS LLC | - | - | - | -494 | -100.00% | - | Jun 30, 2024 |
| SMITH SHELLNUT WILSON LLC /ADV | - | - | - | -487 | -100.00% | - | Jun 30, 2024 |
| MONETA GROUP INVESTMENT ADVISORS LLC | - | - | - | -486 | -100.00% | - | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | - | - | - | -485 | -100.00% | - | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | - | - | - | -482 | -100.00% | - | Jun 30, 2024 |
| PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | - | - | - | -477 | -100.00% | - | Jun 30, 2024 |
| WMS PARTNERS, LLC | - | - | - | -473 | -100.00% | - | Jun 30, 2024 |
| GELLER ADVISORS LLC | - | - | - | -471 | -100.00% | - | Jun 30, 2024 |
| BUCKINGHAM CAPITAL MANAGEMENT, INC. | - | - | - | -470 | -100.00% | - | Jun 30, 2024 |
| DRIVE WEALTH MANAGEMENT, LLC | - | - | - | -469 | -100.00% | - | Jun 30, 2024 |
| ONE CAPITAL MANAGEMENT, LLC | - | - | - | -460 | -100.00% | - | Jun 30, 2024 |
| TOWER BRIDGE ADVISORS | - | - | - | -450 | -100.00% | - | Jun 30, 2024 |
| SECURITY FINANCIAL SERVICES, INC. | - | - | - | -443 | -100.00% | - | Jun 30, 2024 |
| CASSADAY & CO WEALTH MANAGEMENT LLC | - | - | - | -442 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -309 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -305 | -100.00% | - | Jun 30, 2024 |
| SOUTHSTATE CORP | - | - | - | -156 | -100.00% | - | Jun 30, 2024 |
| GOODWIN INVESTMENT ADVISORY | - | - | - | -97 | -100.00% | - | Jun 30, 2024 |
| BOKF, NA | - | - | - | -55 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -46 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -43 | -100.00% | - | Jun 30, 2024 |
| SPECTRUM WEALTH COUNSEL, LLC | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
| EVERMAY WEALTH MANAGEMENT LLC | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
| TIDEMARK, LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| SALOMON & LUDWIN, LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
| SOA WEALTH ADVISORS, LLC. | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
| PLATO INVESTMENT MANAGEMENT LTD | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
FactSet Research Systems's largest sold out institutional shareholder by shares sold is AZORA CAPITAL LP, sold -18.96K shares, valued at -, as of undefined.
FactSet Research Systems Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | 0.54% | 2,250,000 | - | - | Feb 29, 2024 |
| Natixis ETF Trust II | 0.47% | 8,413 | 8,090 | 2504.64% | Mar 31, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.42% | 3,000,000 | - | - | Feb 29, 2024 |
| Papp Investment Trust | 0.40% | 5,100 | - | - | Feb 29, 2024 |
| Guggenheim Strategy Funds Trust | 0.35% | 3,500,000 | - | - | Dec 31, 2023 |
| RIVERPARK FUNDS TRUST | 0.32% | 2,702,213 | - | - | Dec 31, 2023 |
| Fiera Capital Series Trust | 0.26% | 5,225 | 685 | 15.09% | Jun 30, 2023 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.26% | 97,345 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.24% | 87,914 | - | - | Mar 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.22% | 1,542,725 | -28,000 | -1.78% | Mar 31, 2024 |
| Transparent Value Trust | 0.22% | 3,465 | - | - | Dec 31, 2023 |
| Segall Bryant & Hamill Trust | 0.21% | 3,871,000 | - | - | Mar 31, 2024 |
| Kelly Strategic ETF Trust | 0.17% | 4,490 | 1,877 | 71.83% | Feb 29, 2024 |
| SPARROW FUNDS | 0.14% | 485 | 485 | - | Feb 29, 2024 |
| SEI Exchange Traded Funds | 0.12% | 1,625 | 133 | 8.91% | Dec 31, 2023 |
| Invesco Bond Fund | 0.11% | 212,000 | - | - | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.11% | 2,441,000 | - | - | Mar 28, 2024 |
| COPLEY FUND INC /NV/ | 0.10% | 1,300 | - | - | Nov 30, 2022 |
| MFS SERIES TRUST IV | 0.09% | 313,404 | 72,886 | 30.30% | Feb 29, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.09% | 30,350 | 4,000 | 15.18% | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.08% | 330,182 | - | - | Mar 28, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.08% | 60,000 | - | - | Sep 30, 2023 |
| Siren ETF Trust | 0.08% | 3,024 | 144 | 5.00% | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.08% | 1,733,000 | - | - | Mar 28, 2024 |
| BARON SELECT FUNDS | 0.08% | 848,675 | -10,025 | -1.17% | Mar 31, 2024 |
| Copeland Trust | 0.08% | 4,277 | 1,024 | 31.48% | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.08% | 40,000 | - | - | Apr 30, 2021 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.07% | 2,940,000 | - | - | Mar 31, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.07% | 6,085,000 | - | - | Feb 29, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.06% | 37,591 | - | - | Apr 30, 2022 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.06% | 7,000 | - | - | Dec 31, 2023 |
| VIRTUS EQUITY TRUST | 0.05% | 441,822 | 7,625 | 1.76% | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 26,562 | - | - | Mar 31, 2024 |
| LORD ABBETT SERIES FUND INC | 0.05% | 3,171,000 | - | - | Mar 31, 2024 |
| Gabelli ETFs Trust | 0.05% | 600 | - | - | Dec 29, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.04% | 2,463,000 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND IV | 0.04% | 9,670,000 | 6,170,000 | 176.29% | Jan 31, 2024 |
| GUGGENHEIM FUNDS TRUST | 0.04% | 22,750,000 | - | - | Dec 31, 2023 |
| Guardian Variable Products Trust | 0.04% | 600,000 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.04% | 6,118 | - | - | Mar 31, 2022 |
| SCHRODER GLOBAL SERIES TRUST | 0.03% | 71 | -1,397 | -95.16% | Jan 31, 2021 |
| Voya Global Advantage & Premium Opportunity Fund | 0.03% | 2,070 | - | - | Feb 29, 2024 |
| Master Investment Portfolio II | 0.03% | 1,575,000 | - | - | Mar 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.03% | 81,230 | -7,219 | -8.16% | Mar 28, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.03% | 6,150 | - | - | Feb 29, 2024 |
| Symmetry Panoramic Trust | 0.03% | 1,186,000 | 1,186,000 | - | Feb 29, 2024 |
| LORD ABBETT INVESTMENT TRUST | 0.03% | 28,573,000 | - | - | Feb 29, 2024 |
| LORD ABBETT INVESTMENT TRUST | 0.03% | 28,316,000 | - | - | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.03% | 32,979 | 1,627 | 5.19% | Mar 28, 2024 |
| LORD ABBETT GLOBAL FUND INC | 0.03% | 45,000 | - | - | Mar 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.02% | 267,462 | - | - | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.02% | 5,569,000 | - | - | Feb 29, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.02% | 21,305 | - | - | Mar 31, 2022 |
| Reality Shares ETF Trust | 0.02% | 4,538 | 1,076 | 31.08% | Oct 30, 2020 |
| LORD ABBETT BOND DEBENTURE FUND INC | 0.02% | 23,698,000 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.02% | 1,460 | - | - | Mar 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.02% | 2,525 | - | - | Dec 31, 2020 |
| SIT MID CAP GROWTH FUND INC | 0.02% | 1,100 | - | - | Mar 28, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.02% | 61,200 | -1,900 | -3.01% | Mar 31, 2024 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.02% | 821,000 | - | - | Jan 31, 2024 |
| REYNOLDS FUNDS INC | 0.01% | 150 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 790 | - | - | Feb 29, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 124,732 | - | - | Feb 29, 2024 |
| SPDR S&P 500 ETF TRUST | 0.01% | 461,994 | -12,951 | -2.73% | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.01% | 1,100 | - | - | Feb 29, 2024 |
| Index Funds | 0.01% | 98 | -3 | -2.97% | Mar 31, 2024 |
| Invesco Bond Fund | 0.01% | 20,000 | - | - | Feb 29, 2024 |
| Master Investment Portfolio II | 0.01% | 483,000 | - | - | Mar 31, 2024 |
| BlackRock Funds IV | 0.01% | 9,015,000 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.01% | 2,188,000 | 447,000 | 25.67% | Feb 29, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.01% | 2,992 | - | - | Mar 31, 2024 |
| Engine No. 1 ETF Trust | 0.01% | 548 | -15 | -2.66% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.01% | 274,234 | -2,672 | -0.96% | Mar 31, 2024 |
| Chesapeake Investment Trust | 0.01% | 450 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,660,876 | 28,514 | 0.78% | Mar 31, 2024 |
| Gateway Trust | 0.01% | 15,936 | - | - | Mar 31, 2024 |
| TOCQUEVILLE TRUST | 0.01% | 1,000 | - | - | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.01% | 721,000 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.01% | 925,000 | - | - | Jan 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.01% | 251,204 | 2,128 | 0.85% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.01% | 13,708,000 | 1,738,000 | 14.52% | Feb 29, 2024 |
| BlackRock Funds IV | 0.01% | 5,934,000 | - | - | Mar 31, 2024 |
| BlackRock Series Fund, Inc. | 0.01% | 790,000 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 8,927 | 11 | 0.12% | Mar 31, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.01% | 1,898 | 108 | 6.03% | Mar 31, 2024 |
| Advisers Investment Trust | 0.00% | 150,000 | - | - | Mar 28, 2024 |
| Nushares ETF Trust | 0.00% | 35,934 | 12,693 | 54.61% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.00% | 2,511 | - | - | Jan 31, 2024 |
| LITMAN GREGORY FUNDS TRUST | 0.00% | 312,000 | -50,000 | -13.81% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 18,040 | -3,977 | -18.06% | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 9,307,000 | -500,000 | -5.10% | Feb 29, 2024 |
| MASTER BOND LLC | 0.00% | 15,105,000 | 24,000 | 0.16% | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 917 | -76 | -7.65% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 900,000 | 290,000 | 47.54% | Feb 29, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 216,788 | -431 | -0.20% | Jan 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.00% | 2,629 | -187 | -6.64% | Mar 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.00% | 1,437 | -75 | -4.96% | Mar 31, 2024 |
| BNY Mellon ETF Trust | 0.00% | 90,000 | 90,000 | - | Jan 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.00% | 5,659 | -200 | -3.41% | Mar 28, 2024 |
FactSet Research Systems's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 500.00K shares, compromising 0.96% of its total assets.
FactSet Research Systems Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 785 | -0.51% |
| 31 Mar, 24 | 789 | 1.28% |
| 31 Dec, 23 | 779 | 4.42% |
| 30 Sep, 23 | 746 | 0.67% |
| 30 Jun, 23 | 741 | 1.23% |
| 31 Mar, 23 | 732 | -2.66% |
| 31 Dec, 22 | 752 | 7.74% |
| 30 Sep, 22 | 698 | 0.58% |
| 30 Jun, 22 | 694 | -2.39% |
| 31 Mar, 22 | 711 | 1.57% |
| 31 Dec, 21 | 700 | 10.94% |
| 30 Sep, 21 | 631 | 4.30% |
| 30 Jun, 21 | 605 | 5.40% |
| 31 Mar, 21 | 574 | -3.37% |
| 31 Dec, 20 | 594 | 4.39% |
| 30 Sep, 20 | 569 | 3.27% |
| 30 Jun, 20 | 551 | 5.56% |
| 31 Mar, 20 | 522 | -2.61% |
| 31 Dec, 19 | 536 | 2.88% |
| 30 Sep, 19 | 521 | -2.62% |
| 30 Jun, 19 | 535 | 12.87% |
| 31 Mar, 19 | 474 | 0.85% |
| 31 Dec, 18 | 470 | 3.30% |
| 30 Sep, 18 | 455 | 1.79% |
| 30 Jun, 18 | 447 | 1.36% |
| 31 Mar, 18 | 441 | 3.28% |
| 31 Dec, 17 | 427 | 6.22% |
| 30 Sep, 17 | 402 | -3.37% |
| 30 Jun, 17 | 416 | 1.96% |
| 31 Mar, 17 | 408 | -0.49% |
| 31 Dec, 16 | 410 | 6.22% |
| 30 Sep, 16 | 386 | -2.03% |
| 30 Jun, 16 | 394 | 3.68% |
| 31 Mar, 16 | 380 | -1.81% |
| 31 Dec, 15 | 387 | 0.26% |
| 30 Sep, 15 | 386 | 3.49% |
| 30 Jun, 15 | 373 | 7.18% |
| 31 Mar, 15 | 348 | 5.14% |
| 31 Dec, 14 | 331 | 8.17% |
| 30 Sep, 14 | 306 | -2.55% |
| 30 Jun, 14 | 314 | 1.95% |
| 31 Mar, 14 | 308 | -2.22% |
| 31 Dec, 13 | 315 | 3.96% |
| 30 Sep, 13 | 303 | 2.71% |
| 30 Jun, 13 | 295 | 123.48% |
| 31 Mar, 13 | 132 | 5.60% |
| 31 Dec, 12 | 125 | 5.93% |
| 30 Sep, 12 | 118 | -4.84% |
| 30 Jun, 12 | 124 | -4.62% |
| 31 Mar, 12 | 130 | 12.07% |
| 31 Dec, 11 | 116 | 7.41% |
| 30 Sep, 11 | 108 | -9.24% |
| 30 Jun, 11 | 119 | 13.33% |
| 31 Mar, 11 | 105 | 19.32% |
| 31 Dec, 10 | 88 | -14.56% |
| 30 Sep, 10 | 103 | 11.96% |
| 30 Jun, 10 | 92 | 6.98% |
| 31 Mar, 10 | 86 | -6.52% |
| 31 Dec, 09 | 92 | -9.80% |
| 30 Sep, 09 | 102 | 14.61% |
| 30 Jun, 09 | 89 | -2.20% |
| 31 Mar, 09 | 91 | -8.08% |
| 31 Dec, 08 | 99 | 5.32% |
| 30 Sep, 08 | 94 | 4.44% |
| 30 Jun, 08 | 90 | 3.45% |
| 31 Mar, 08 | 87 | 6.10% |
| 31 Dec, 07 | 82 | 5.13% |
| 30 Sep, 07 | 78 | 2.63% |
| 30 Jun, 07 | 76 | 7.04% |
| 31 Mar, 07 | 71 | 5.97% |
| 31 Dec, 06 | 67 | 8.06% |
| 30 Sep, 06 | 62 | 3.33% |
| 30 Jun, 06 | 60 | 1.69% |
| 31 Mar, 06 | 59 | 22.92% |
| 31 Dec, 05 | 48 | 2.13% |
| 30 Sep, 05 | 47 | -6.00% |
| 30 Jun, 05 | 50 | 6.38% |
| 31 Mar, 05 | 47 | 14.63% |
| 31 Dec, 04 | 41 | 7.89% |
| 30 Sep, 04 | 38 | -5.00% |
| 30 Jun, 04 | 40 | - |
| 31 Mar, 04 | 40 | - |
| 31 Dec, 03 | 40 | 2.56% |
| 30 Sep, 03 | 39 | 11.43% |
| 30 Jun, 03 | 35 | 16.67% |
| 31 Mar, 03 | 30 | 11.11% |
| 31 Dec, 02 | 27 | -3.57% |
| 30 Sep, 02 | 28 | 12.00% |
| 30 Jun, 02 | 25 | 13.64% |
| 31 Mar, 02 | 22 | 57.14% |
| 31 Dec, 01 | 14 | -26.32% |
| 30 Sep, 01 | 19 | -13.64% |
| 30 Jun, 01 | 22 | 22.22% |
| 31 Mar, 01 | 18 | -14.29% |
| 31 Dec, 00 | 21 | 31.25% |
| 30 Sep, 00 | 16 | - |
| 30 Jun, 00 | 16 | -5.88% |
| 31 Mar, 00 | 17 | 21.43% |
| 31 Dec, 99 | 14 | 7.69% |
| 30 Sep, 99 | 13 | -13.33% |
| 30 Jun, 99 | 15 | 15.38% |
| 31 Mar, 99 | 13 | 1200.00% |
| 31 Dec, 98 | 1 | - |
As of 30 Jun 24, 785 institutions are holding FactSet Research Systems's shares, representing a decrease of -0.51% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 35,699,582 | 2.34% |
| 31 Mar, 24 | 34,883,040 | 0.51% |
| 31 Dec, 23 | 34,706,236 | 0.61% |
| 30 Sep, 23 | 34,496,216 | 0.52% |
| 30 Jun, 23 | 34,318,220 | 1.80% |
| 31 Mar, 23 | 33,710,747 | 0.06% |
| 31 Dec, 22 | 33,690,391 | -2.20% |
| 30 Sep, 22 | 34,447,161 | 1.27% |
| 30 Jun, 22 | 34,013,723 | -0.60% |
| 31 Mar, 22 | 34,218,379 | 0.29% |
| 31 Dec, 21 | 34,119,241 | 2.78% |
| 30 Sep, 21 | 33,197,268 | 0.41% |
| 30 Jun, 21 | 33,062,648 | -1.02% |
| 31 Mar, 21 | 33,403,924 | -2.07% |
| 31 Dec, 20 | 34,108,794 | -1.28% |
| 30 Sep, 20 | 34,549,427 | -3.04% |
| 30 Jun, 20 | 35,632,999 | -0.63% |
| 31 Mar, 20 | 35,860,056 | -3.51% |
| 31 Dec, 19 | 37,164,640 | -1.15% |
| 30 Sep, 19 | 37,595,371 | 0.59% |
| 30 Jun, 19 | 37,374,301 | 3.15% |
| 31 Mar, 19 | 36,231,994 | 3.33% |
| 31 Dec, 18 | 35,062,853 | -0.66% |
| 30 Sep, 18 | 35,295,385 | -0.35% |
| 30 Jun, 18 | 35,420,232 | -1.10% |
| 31 Mar, 18 | 35,812,762 | -4.39% |
| 31 Dec, 17 | 37,455,435 | 1.70% |
| 30 Sep, 17 | 36,829,273 | -0.35% |
| 30 Jun, 17 | 36,959,843 | -0.94% |
| 31 Mar, 17 | 37,309,530 | -0.14% |
| 31 Dec, 16 | 37,362,949 | -2.01% |
| 30 Sep, 16 | 38,130,840 | -1.75% |
| 30 Jun, 16 | 38,811,898 | 2.17% |
| 31 Mar, 16 | 37,987,535 | -0.71% |
| 31 Dec, 15 | 38,258,905 | -20.19% |
| 30 Sep, 15 | 47,935,078 | 21.53% |
| 30 Jun, 15 | 39,444,010 | -0.08% |
| 31 Mar, 15 | 39,476,387 | -0.73% |
| 31 Dec, 14 | 39,767,804 | -4.36% |
| 30 Sep, 14 | 41,580,651 | -2.24% |
| 30 Jun, 14 | 42,534,057 | -1.03% |
| 31 Mar, 14 | 42,975,559 | 1.13% |
| 31 Dec, 13 | 42,493,301 | -5.47% |
| 30 Sep, 13 | 44,954,035 | -0.33% |
| 30 Jun, 13 | 45,101,350 | 98.80% |
| 31 Mar, 13 | 22,686,978 | 3.22% |
| 31 Dec, 12 | 21,979,767 | 8.39% |
| 30 Sep, 12 | 20,277,630 | 7.71% |
| 30 Jun, 12 | 18,825,298 | 13.50% |
| 31 Mar, 12 | 16,586,691 | -18.69% |
| 31 Dec, 11 | 20,398,460 | 5.30% |
| 30 Sep, 11 | 19,372,549 | -16.23% |
| 30 Jun, 11 | 23,125,010 | -66.89% |
| 31 Mar, 11 | 69,840,112 | 308.43% |
| 31 Dec, 10 | 17,099,657 | -27.47% |
| 30 Sep, 10 | 23,575,481 | 1.84% |
| 30 Jun, 10 | 23,149,324 | 4.67% |
| 31 Mar, 10 | 22,117,137 | -1.08% |
| 31 Dec, 09 | 22,357,851 | 16.68% |
| 30 Sep, 09 | 19,160,942 | 0.01% |
| 30 Jun, 09 | 19,159,829 | -7.88% |
| 31 Mar, 09 | 20,799,772 | -11.57% |
| 31 Dec, 08 | 23,520,705 | -2.53% |
| 30 Sep, 08 | 24,130,458 | 9.11% |
| 30 Jun, 08 | 22,116,613 | 11.81% |
| 31 Mar, 08 | 19,780,237 | -68.97% |
| 31 Dec, 07 | 63,737,833 | 313.01% |
| 30 Sep, 07 | 15,432,422 | 6.35% |
| 30 Jun, 07 | 14,510,522 | 47.56% |
| 31 Mar, 07 | 9,833,676 | -31.76% |
| 31 Dec, 06 | 14,409,502 | -0.50% |
| 30 Sep, 06 | 14,481,229 | 13.47% |
| 30 Jun, 06 | 12,761,825 | 22.36% |
| 31 Mar, 06 | 10,429,526 | -17.75% |
| 31 Dec, 05 | 12,680,514 | 9.69% |
| 30 Sep, 05 | 11,560,492 | 4.72% |
| 30 Jun, 05 | 11,038,999 | 18.80% |
| 31 Mar, 05 | 9,291,801 | 101.26% |
| 31 Dec, 04 | 4,616,914 | 6.84% |
| 30 Sep, 04 | 4,321,308 | -20.98% |
| 30 Jun, 04 | 5,468,413 | -16.29% |
| 31 Mar, 04 | 6,532,555 | -1.55% |
| 31 Dec, 03 | 6,635,580 | 5.00% |
| 30 Sep, 03 | 6,319,726 | 21.76% |
| 30 Jun, 03 | 5,190,189 | -20.32% |
| 31 Mar, 03 | 6,514,063 | 27.82% |
| 31 Dec, 02 | 5,096,355 | 22.73% |
| 30 Sep, 02 | 4,152,446 | -19.77% |
| 30 Jun, 02 | 5,175,760 | -5.73% |
| 31 Mar, 02 | 5,490,172 | 11.03% |
| 31 Dec, 01 | 4,944,966 | -2.07% |
| 30 Sep, 01 | 5,049,470 | -11.01% |
| 30 Jun, 01 | 5,674,223 | 71.25% |
| 31 Mar, 01 | 3,313,483 | -21.27% |
| 31 Dec, 00 | 4,208,699 | -7.80% |
| 30 Sep, 00 | 4,564,551 | 0.28% |
| 30 Jun, 00 | 4,551,752 | 128.49% |
| 31 Mar, 00 | 1,992,083 | 208.99% |
| 31 Dec, 99 | 644,705 | -36.33% |
| 30 Sep, 99 | 1,012,613 | -22.60% |
| 30 Jun, 99 | 1,308,288 | 27.06% |
| 31 Mar, 99 | 1,029,630 | 32690.76% |
| 31 Dec, 98 | 3,140 | - |
FactSet Research Systems (FDS) has 35.70M shares outstanding as of 30 Jun 24, up 2.34% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 93.73% | 1.12% |
| 31 Mar, 24 | 91.55% | 1.10% |
| 31 Dec, 23 | 91.29% | 1.11% |
| 30 Sep, 23 | 90.56% | 1.13% |
| 30 Jun, 23 | 89.66% | 1.16% |
| 31 Mar, 23 | 88.06% | 1.13% |
| 31 Dec, 22 | 88.38% | 1.08% |
| 30 Sep, 22 | 90.54% | 1.13% |
| 30 Jun, 22 | 89.67% | 1.10% |
| 31 Mar, 22 | 90.44% | 1.10% |
| 31 Dec, 21 | 90.55% | 1.18% |
| 30 Sep, 21 | 87.69% | 1.15% |
| 30 Jun, 21 | 87.45% | 1.13% |
| 31 Mar, 21 | 88.10% | 1.09% |
| 31 Dec, 20 | 89.74% | 1.08% |
| 30 Sep, 20 | 91.07% | 1.03% |
| 30 Jun, 20 | 94.06% | 1.05% |
| 31 Mar, 20 | 94.68% | 0.99% |
| 31 Dec, 19 | 97.86% | 1.01% |
| 30 Sep, 19 | 98.63% | 1.03% |
| 30 Jun, 19 | 97.78% | 1.08% |
| 31 Mar, 19 | 95.21% | 1.12% |
| 31 Dec, 18 | 92.01% | 1.08% |
| 30 Sep, 18 | 92.41% | 1.10% |
| 30 Jun, 18 | 91.78% | 1.09% |
| 31 Mar, 18 | 91.85% | 1.00% |
| 31 Dec, 17 | 95.77% | 1.08% |
| 30 Sep, 17 | 94.38% | 1.06% |
| 30 Jun, 17 | 94.29% | 1.05% |
| 31 Mar, 17 | 94.65% | 1.07% |
| 31 Dec, 16 | 94.11% | 1.04% |
| 30 Sep, 16 | 95.24% | 1.05% |
| 30 Jun, 16 | 95.46% | 1.11% |
| 31 Mar, 16 | 92.63% | 1.08% |
| 31 Dec, 15 | 92.45% | 0.69% |
| 30 Sep, 15 | 116.02% | 1.29% |
| 30 Jun, 15 | 94.97% | 1.06% |
| 31 Mar, 15 | 94.83% | 1.04% |
| 31 Dec, 14 | 95.64% | 0.97% |
| 30 Sep, 14 | 99.49% | 0.97% |
| 30 Jun, 14 | 101.23% | 0.98% |
| 31 Mar, 14 | 101.45% | 1.04% |
| 31 Dec, 13 | 98.85% | 0.92% |
| 30 Sep, 13 | 103.76% | 0.99% |
| 30 Jun, 13 | 102.41% | 3.78% |
| 31 Mar, 13 | 52.06% | 2.12% |
| 31 Dec, 12 | 49.57% | 2.36% |
| 30 Sep, 12 | 45.79% | 2.60% |
| 30 Jun, 12 | 42.01% | 3.06% |
| 31 Mar, 12 | 37.06% | 1.81% |
| 31 Dec, 11 | 45.22% | 2.45% |
| 30 Sep, 11 | 43.00% | 1.69% |
| 30 Jun, 11 | 50.46% | 0.22% |
| 31 Mar, 11 | 151.08% | 11.10% |
| 31 Dec, 10 | 36.89% | 1.46% |
| 30 Sep, 10 | 50.30% | 2.11% |
| 30 Jun, 10 | 48.82% | 2.22% |
| 31 Mar, 10 | 46.90% | 2.08% |
| 31 Dec, 09 | 47.45% | 2.87% |
| 30 Sep, 09 | 40.68% | 2.46% |
| 30 Jun, 09 | 40.66% | 2.08% |
| 31 Mar, 09 | 44.25% | 1.80% |
| 31 Dec, 08 | 49.61% | 1.92% |
| 30 Sep, 08 | 50.90% | 2.39% |
| 30 Jun, 08 | 46.14% | 2.72% |
| 31 Mar, 08 | 41.15% | 0.24% |
| 31 Dec, 07 | 131.74% | 13.21% |
| 30 Sep, 07 | 31.58% | 3.59% |
| 30 Jun, 07 | 29.67% | 7.35% |
| 31 Mar, 07 | 20.09% | 2.32% |
| 31 Dec, 06 | 29.43% | 3.36% |
| 30 Sep, 06 | 29.58% | 4.33% |
| 30 Jun, 06 | 26.13% | 5.67% |
| 31 Mar, 06 | 21.47% | 3.13% |
| 31 Dec, 05 | 26.21% | 4.52% |
| 30 Sep, 05 | 24.09% | 4.56% |
| 30 Jun, 05 | 22.98% | 6.13% |
| 31 Mar, 05 | 19.36% | 20.57% |
| 31 Dec, 04 | 9.70% | 11.77% |
| 30 Sep, 04 | 9.08% | 14.95% |
| 30 Jun, 04 | 7.79% | 10.02% |
| 31 Mar, 04 | 8.82% | 5.15% |
| 31 Dec, 03 | 13.09% | 8.36% |
| 30 Sep, 03 | 12.51% | 11.70% |
| 30 Jun, 03 | 10.34% | 6.20% |
| 31 Mar, 03 | 12.92% | 12.65% |
| 31 Dec, 02 | 10.11% | 14.93% |
| 30 Sep, 02 | 8.23% | 7.87% |
| 30 Jun, 02 | 10.22% | 8.59% |
| 31 Mar, 02 | 10.91% | 11.26% |
| 31 Dec, 01 | 9.84% | 9.46% |
| 30 Sep, 01 | 10.20% | 7.84% |
| 30 Jun, 01 | 11.40% | 25.41% |
| 31 Mar, 01 | 6.70% | 9.20% |
| 31 Dec, 00 | 8.53% | 9.96% |
| 30 Sep, 00 | 9.26% | 10.57% |
| 30 Jun, 00 | 9.36% | 53.94% |
| 31 Mar, 00 | 4.16% | 225.54% |
| 31 Dec, 99 | 1.36% | 29.83% |
| 30 Sep, 99 | 2.13% | 27.45% |
| 30 Jun, 99 | 2.79% | 57.89% |
| 31 Mar, 99 | 2.19% | 4597985.51% |
| 31 Dec, 98 | 0.01% | - |
As of 30 Jun 24, FactSet Research Systems is held by 93.73% institutional shareholders, representing a 1.12% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 368 | 3.37% |
| 31 Mar, 24 | 356 | 2.01% |
| 31 Dec, 23 | 349 | 9.40% |
| 30 Sep, 23 | 319 | -0.62% |
| 30 Jun, 23 | 321 | 14.64% |
| 31 Mar, 23 | 280 | -17.89% |
| 31 Dec, 22 | 341 | 12.54% |
| 30 Sep, 22 | 303 | -0.33% |
| 30 Jun, 22 | 304 | -6.46% |
| 31 Mar, 22 | 325 | -9.97% |
| 31 Dec, 21 | 361 | 34.20% |
| 30 Sep, 21 | 269 | -0.74% |
| 30 Jun, 21 | 271 | 5.04% |
| 31 Mar, 21 | 258 | -5.49% |
| 31 Dec, 20 | 273 | 14.23% |
| 30 Sep, 20 | 239 | -8.43% |
| 30 Jun, 20 | 261 | 34.54% |
| 31 Mar, 20 | 194 | -25.10% |
| 31 Dec, 19 | 259 | 9.75% |
| 30 Sep, 19 | 236 | -2.48% |
| 30 Jun, 19 | 242 | 8.52% |
| 31 Mar, 19 | 223 | 5.69% |
| 31 Dec, 18 | 211 | 14.67% |
| 30 Sep, 18 | 184 | 3.37% |
| 30 Jun, 18 | 178 | -2.20% |
| 31 Mar, 18 | 182 | -6.67% |
| 31 Dec, 17 | 195 | 7.14% |
| 30 Sep, 17 | 182 | -7.61% |
| 30 Jun, 17 | 197 | 4.23% |
| 31 Mar, 17 | 189 | -2.07% |
| 31 Dec, 16 | 193 | 25.32% |
| 30 Sep, 16 | 154 | -17.20% |
| 30 Jun, 16 | 186 | 4.49% |
| 31 Mar, 16 | 178 | -2.20% |
| 31 Dec, 15 | 182 | 3.41% |
| 30 Sep, 15 | 176 | -1.68% |
| 30 Jun, 15 | 179 | 13.29% |
| 31 Mar, 15 | 158 | 1.28% |
| 31 Dec, 14 | 156 | 36.84% |
| 30 Sep, 14 | 114 | -15.56% |
| 30 Jun, 14 | 135 | -4.93% |
| 31 Mar, 14 | 142 | 0.71% |
| 31 Dec, 13 | 141 | 1.44% |
| 30 Sep, 13 | 139 | -33.81% |
| 30 Jun, 13 | 210 | 172.73% |
| 31 Mar, 13 | 77 | 14.93% |
| 31 Dec, 12 | 67 | 1.52% |
| 30 Sep, 12 | 66 | 11.86% |
| 30 Jun, 12 | 59 | -21.33% |
| 31 Mar, 12 | 75 | 17.19% |
| 31 Dec, 11 | 64 | 39.13% |
| 30 Sep, 11 | 46 | -25.81% |
| 30 Jun, 11 | 62 | -3.13% |
| 31 Mar, 11 | 64 | 52.38% |
| 31 Dec, 10 | 42 | -28.81% |
| 30 Sep, 10 | 59 | 11.32% |
| 30 Jun, 10 | 53 | 15.22% |
| 31 Mar, 10 | 46 | -8.00% |
| 31 Dec, 09 | 50 | -15.25% |
| 30 Sep, 09 | 59 | 25.53% |
| 30 Jun, 09 | 47 | -12.96% |
| 31 Mar, 09 | 54 | -10.00% |
| 31 Dec, 08 | 60 | 22.45% |
| 30 Sep, 08 | 49 | -12.50% |
| 30 Jun, 08 | 56 | 3.70% |
| 31 Mar, 08 | 54 | 22.73% |
| 31 Dec, 07 | 44 | -6.38% |
| 30 Sep, 07 | 47 | 4.44% |
| 30 Jun, 07 | 45 | 7.14% |
| 31 Mar, 07 | 42 | 10.53% |
| 31 Dec, 06 | 38 | - |
| 30 Sep, 06 | 38 | 11.76% |
| 30 Jun, 06 | 34 | -5.56% |
| 31 Mar, 06 | 36 | 33.33% |
| 31 Dec, 05 | 27 | - |
| 30 Sep, 05 | 27 | -15.63% |
| 30 Jun, 05 | 32 | -25.58% |
| 31 Mar, 05 | 43 | 79.17% |
| 31 Dec, 04 | 24 | 9.09% |
| 30 Sep, 04 | 22 | 15.79% |
| 30 Jun, 04 | 19 | -26.92% |
| 31 Mar, 04 | 26 | 18.18% |
| 31 Dec, 03 | 22 | -12.00% |
| 30 Sep, 03 | 25 | 31.58% |
| 30 Jun, 03 | 19 | -26.92% |
| 31 Mar, 03 | 26 | 52.94% |
| 31 Dec, 02 | 17 | -5.56% |
| 30 Sep, 02 | 18 | 20.00% |
| 30 Jun, 02 | 15 | -6.25% |
| 31 Mar, 02 | 16 | 128.57% |
| 31 Dec, 01 | 7 | -46.15% |
| 30 Sep, 01 | 13 | -18.75% |
| 30 Jun, 01 | 16 | 23.08% |
| 31 Mar, 01 | 13 | - |
| 31 Dec, 00 | 13 | 30.00% |
| 30 Sep, 00 | 10 | -33.33% |
| 30 Jun, 00 | 15 | -11.76% |
| 31 Mar, 00 | 17 | 112.50% |
| 31 Dec, 99 | 8 | - |
| 30 Sep, 99 | 8 | - |
| 30 Jun, 99 | 8 | -33.33% |
| 31 Mar, 99 | 12 | 1100.00% |
| 31 Dec, 98 | 1 | - |
368 institutional shareholders have increased their position in FDS stock as of 30 Jun 24 compared to 356 in the previous quarter (a 3.37% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 257 | 2.80% |
| 31 Mar, 24 | 250 | -7.75% |
| 31 Dec, 23 | 271 | 10.16% |
| 30 Sep, 23 | 246 | -5.38% |
| 30 Jun, 23 | 260 | -10.34% |
| 31 Mar, 23 | 290 | 9.43% |
| 31 Dec, 22 | 265 | 7.29% |
| 30 Sep, 22 | 247 | 0.41% |
| 30 Jun, 22 | 246 | 3.36% |
| 31 Mar, 22 | 238 | 19.00% |
| 31 Dec, 21 | 200 | -0.99% |
| 30 Sep, 21 | 202 | 5.21% |
| 30 Jun, 21 | 192 | -6.80% |
| 31 Mar, 21 | 206 | 2.49% |
| 31 Dec, 20 | 201 | - |
| 30 Sep, 20 | 201 | 14.20% |
| 30 Jun, 20 | 176 | -16.98% |
| 31 Mar, 20 | 212 | 28.48% |
| 31 Dec, 19 | 165 | 1.85% |
| 30 Sep, 19 | 162 | -14.29% |
| 30 Jun, 19 | 189 | 37.96% |
| 31 Mar, 19 | 137 | -5.52% |
| 31 Dec, 18 | 145 | -5.84% |
| 30 Sep, 18 | 154 | 0.65% |
| 30 Jun, 18 | 153 | -3.77% |
| 31 Mar, 18 | 159 | 7.43% |
| 31 Dec, 17 | 148 | 14.73% |
| 30 Sep, 17 | 129 | -2.27% |
| 30 Jun, 17 | 132 | - |
| 31 Mar, 17 | 132 | - |
| 31 Dec, 16 | 132 | -12.58% |
| 30 Sep, 16 | 151 | 18.90% |
| 30 Jun, 16 | 127 | -0.78% |
| 31 Mar, 16 | 128 | 1.59% |
| 31 Dec, 15 | 126 | -8.70% |
| 30 Sep, 15 | 138 | - |
| 30 Jun, 15 | 138 | 18.97% |
| 31 Mar, 15 | 116 | 9.43% |
| 31 Dec, 14 | 106 | -16.54% |
| 30 Sep, 14 | 127 | 12.39% |
| 30 Jun, 14 | 113 | 9.71% |
| 31 Mar, 14 | 103 | -6.36% |
| 31 Dec, 13 | 110 | 2.80% |
| 30 Sep, 13 | 107 | 148.84% |
| 30 Jun, 13 | 43 | 34.38% |
| 31 Mar, 13 | 32 | -8.57% |
| 31 Dec, 12 | 35 | 9.38% |
| 30 Sep, 12 | 32 | -25.58% |
| 30 Jun, 12 | 43 | 48.28% |
| 31 Mar, 12 | 29 | -9.38% |
| 31 Dec, 11 | 32 | -20.00% |
| 30 Sep, 11 | 40 | -9.09% |
| 30 Jun, 11 | 44 | 25.71% |
| 31 Mar, 11 | 35 | 2.94% |
| 31 Dec, 10 | 34 | 3.03% |
| 30 Sep, 10 | 33 | 3.13% |
| 30 Jun, 10 | 32 | 3.23% |
| 31 Mar, 10 | 31 | -13.89% |
| 31 Dec, 09 | 36 | 9.09% |
| 30 Sep, 09 | 33 | -8.33% |
| 30 Jun, 09 | 36 | 24.14% |
| 31 Mar, 09 | 29 | -6.45% |
| 31 Dec, 08 | 31 | 10.71% |
| 30 Sep, 08 | 28 | 33.33% |
| 30 Jun, 08 | 21 | -4.55% |
| 31 Mar, 08 | 22 | -12.00% |
| 31 Dec, 07 | 25 | 8.70% |
| 30 Sep, 07 | 23 | -8.00% |
| 30 Jun, 07 | 25 | 13.64% |
| 31 Mar, 07 | 22 | -8.33% |
| 31 Dec, 06 | 24 | 41.18% |
| 30 Sep, 06 | 17 | -19.05% |
| 30 Jun, 06 | 21 | 31.25% |
| 31 Mar, 06 | 16 | 6.67% |
| 31 Dec, 05 | 15 | 50.00% |
| 30 Sep, 05 | 10 | -28.57% |
| 30 Jun, 05 | 14 | 250.00% |
| 31 Mar, 05 | 4 | -63.64% |
| 31 Dec, 04 | 11 | 22.22% |
| 30 Sep, 04 | 9 | -40.00% |
| 30 Jun, 04 | 15 | 66.67% |
| 31 Mar, 04 | 9 | -43.75% |
| 31 Dec, 03 | 16 | 33.33% |
| 30 Sep, 03 | 12 | -7.69% |
| 30 Jun, 03 | 13 | 225.00% |
| 31 Mar, 03 | 4 | -50.00% |
| 31 Dec, 02 | 8 | -11.11% |
| 30 Sep, 02 | 9 | - |
| 30 Jun, 02 | 9 | 125.00% |
| 31 Mar, 02 | 4 | -20.00% |
| 31 Dec, 01 | 5 | - |
| 30 Sep, 01 | 5 | - |
| 30 Jun, 01 | 5 | 66.67% |
| 31 Mar, 01 | 3 | -40.00% |
| 31 Dec, 00 | 5 | 25.00% |
| 30 Sep, 00 | 4 | 300.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | - | -100.00% |
| 31 Dec, 99 | 5 | 66.67% |
| 30 Sep, 99 | 3 | -40.00% |
| 30 Jun, 99 | 5 | 400.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
257 institutional shareholders have reduced their position in FDS stock as of 30 Jun 24 compared to 250 in the previous quarter (a 2.80% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 785 | -0.51% | 35,699,582 | 2.34% | 93.73% | 1.12% | 368 | 3.37% | 257 | 2.80% |
| 31 Mar, 24 | 789 | 1.28% | 34,883,040 | 0.51% | 91.55% | 1.10% | 356 | 2.01% | 250 | -7.75% |
| 31 Dec, 23 | 779 | 4.42% | 34,706,236 | 0.61% | 91.29% | 1.11% | 349 | 9.40% | 271 | 10.16% |
| 30 Sep, 23 | 746 | 0.67% | 34,496,216 | 0.52% | 90.56% | 1.13% | 319 | -0.62% | 246 | -5.38% |
| 30 Jun, 23 | 741 | 1.23% | 34,318,220 | 1.80% | 89.66% | 1.16% | 321 | 14.64% | 260 | -10.34% |
| 31 Mar, 23 | 732 | -2.66% | 33,710,747 | 0.06% | 88.06% | 1.13% | 280 | -17.89% | 290 | 9.43% |
| 31 Dec, 22 | 752 | 7.74% | 33,690,391 | -2.20% | 88.38% | 1.08% | 341 | 12.54% | 265 | 7.29% |
| 30 Sep, 22 | 698 | 0.58% | 34,447,161 | 1.27% | 90.54% | 1.13% | 303 | -0.33% | 247 | 0.41% |
| 30 Jun, 22 | 694 | -2.39% | 34,013,723 | -0.60% | 89.67% | 1.10% | 304 | -6.46% | 246 | 3.36% |
| 31 Mar, 22 | 711 | 1.57% | 34,218,379 | 0.29% | 90.44% | 1.10% | 325 | -9.97% | 238 | 19.00% |
| 31 Dec, 21 | 700 | 10.94% | 34,119,241 | 2.78% | 90.55% | 1.18% | 361 | 34.20% | 200 | -0.99% |
| 30 Sep, 21 | 631 | 4.30% | 33,197,268 | 0.41% | 87.69% | 1.15% | 269 | -0.74% | 202 | 5.21% |
| 30 Jun, 21 | 605 | 5.40% | 33,062,648 | -1.02% | 87.45% | 1.13% | 271 | 5.04% | 192 | -6.80% |
| 31 Mar, 21 | 574 | -3.37% | 33,403,924 | -2.07% | 88.10% | 1.09% | 258 | -5.49% | 206 | 2.49% |
| 31 Dec, 20 | 594 | 4.39% | 34,108,794 | -1.28% | 89.74% | 1.08% | 273 | 14.23% | 201 | - |
| 30 Sep, 20 | 569 | 3.27% | 34,549,427 | -3.04% | 91.07% | 1.03% | 239 | -8.43% | 201 | 14.20% |
| 30 Jun, 20 | 551 | 5.56% | 35,632,999 | -0.63% | 94.06% | 1.05% | 261 | 34.54% | 176 | -16.98% |
| 31 Mar, 20 | 522 | -2.61% | 35,860,056 | -3.51% | 94.68% | 0.99% | 194 | -25.10% | 212 | 28.48% |
| 31 Dec, 19 | 536 | 2.88% | 37,164,640 | -1.15% | 97.86% | 1.01% | 259 | 9.75% | 165 | 1.85% |
| 30 Sep, 19 | 521 | -2.62% | 37,595,371 | 0.59% | 98.63% | 1.03% | 236 | -2.48% | 162 | -14.29% |
| 30 Jun, 19 | 535 | 12.87% | 37,374,301 | 3.15% | 97.78% | 1.08% | 242 | 8.52% | 189 | 37.96% |
| 31 Mar, 19 | 474 | 0.85% | 36,231,994 | 3.33% | 95.21% | 1.12% | 223 | 5.69% | 137 | -5.52% |
| 31 Dec, 18 | 470 | 3.30% | 35,062,853 | -0.66% | 92.01% | 1.08% | 211 | 14.67% | 145 | -5.84% |
| 30 Sep, 18 | 455 | 1.79% | 35,295,385 | -0.35% | 92.41% | 1.10% | 184 | 3.37% | 154 | 0.65% |
| 30 Jun, 18 | 447 | 1.36% | 35,420,232 | -1.10% | 91.78% | 1.09% | 178 | -2.20% | 153 | -3.77% |
| 31 Mar, 18 | 441 | 3.28% | 35,812,762 | -4.39% | 91.85% | 1.00% | 182 | -6.67% | 159 | 7.43% |
| 31 Dec, 17 | 427 | 6.22% | 37,455,435 | 1.70% | 95.77% | 1.08% | 195 | 7.14% | 148 | 14.73% |
| 30 Sep, 17 | 402 | -3.37% | 36,829,273 | -0.35% | 94.38% | 1.06% | 182 | -7.61% | 129 | -2.27% |
| 30 Jun, 17 | 416 | 1.96% | 36,959,843 | -0.94% | 94.29% | 1.05% | 197 | 4.23% | 132 | - |
| 31 Mar, 17 | 408 | -0.49% | 37,309,530 | -0.14% | 94.65% | 1.07% | 189 | -2.07% | 132 | - |
| 31 Dec, 16 | 410 | 6.22% | 37,362,949 | -2.01% | 94.11% | 1.04% | 193 | 25.32% | 132 | -12.58% |
| 30 Sep, 16 | 386 | -2.03% | 38,130,840 | -1.75% | 95.24% | 1.05% | 154 | -17.20% | 151 | 18.90% |
| 30 Jun, 16 | 394 | 3.68% | 38,811,898 | 2.17% | 95.46% | 1.11% | 186 | 4.49% | 127 | -0.78% |
| 31 Mar, 16 | 380 | -1.81% | 37,987,535 | -0.71% | 92.63% | 1.08% | 178 | -2.20% | 128 | 1.59% |
| 31 Dec, 15 | 387 | 0.26% | 38,258,905 | -20.19% | 92.45% | 0.69% | 182 | 3.41% | 126 | -8.70% |
| 30 Sep, 15 | 386 | 3.49% | 47,935,078 | 21.53% | 116.02% | 1.29% | 176 | -1.68% | 138 | - |
| 30 Jun, 15 | 373 | 7.18% | 39,444,010 | -0.08% | 94.97% | 1.06% | 179 | 13.29% | 138 | 18.97% |
| 31 Mar, 15 | 348 | 5.14% | 39,476,387 | -0.73% | 94.83% | 1.04% | 158 | 1.28% | 116 | 9.43% |
| 31 Dec, 14 | 331 | 8.17% | 39,767,804 | -4.36% | 95.64% | 0.97% | 156 | 36.84% | 106 | -16.54% |
| 30 Sep, 14 | 306 | -2.55% | 41,580,651 | -2.24% | 99.49% | 0.97% | 114 | -15.56% | 127 | 12.39% |
| 30 Jun, 14 | 314 | 1.95% | 42,534,057 | -1.03% | 101.23% | 0.98% | 135 | -4.93% | 113 | 9.71% |
| 31 Mar, 14 | 308 | -2.22% | 42,975,559 | 1.13% | 101.45% | 1.04% | 142 | 0.71% | 103 | -6.36% |
| 31 Dec, 13 | 315 | 3.96% | 42,493,301 | -5.47% | 98.85% | 0.92% | 141 | 1.44% | 110 | 2.80% |
| 30 Sep, 13 | 303 | 2.71% | 44,954,035 | -0.33% | 103.76% | 0.99% | 139 | -33.81% | 107 | 148.84% |
| 30 Jun, 13 | 295 | 123.48% | 45,101,350 | 98.80% | 102.41% | 3.78% | 210 | 172.73% | 43 | 34.38% |
| 31 Mar, 13 | 132 | 5.60% | 22,686,978 | 3.22% | 52.06% | 2.12% | 77 | 14.93% | 32 | -8.57% |
| 31 Dec, 12 | 125 | 5.93% | 21,979,767 | 8.39% | 49.57% | 2.36% | 67 | 1.52% | 35 | 9.38% |
| 30 Sep, 12 | 118 | -4.84% | 20,277,630 | 7.71% | 45.79% | 2.60% | 66 | 11.86% | 32 | -25.58% |
| 30 Jun, 12 | 124 | -4.62% | 18,825,298 | 13.50% | 42.01% | 3.06% | 59 | -21.33% | 43 | 48.28% |
| 31 Mar, 12 | 130 | 12.07% | 16,586,691 | -18.69% | 37.06% | 1.81% | 75 | 17.19% | 29 | -9.38% |
| 31 Dec, 11 | 116 | 7.41% | 20,398,460 | 5.30% | 45.22% | 2.45% | 64 | 39.13% | 32 | -20.00% |
| 30 Sep, 11 | 108 | -9.24% | 19,372,549 | -16.23% | 43.00% | 1.69% | 46 | -25.81% | 40 | -9.09% |
| 30 Jun, 11 | 119 | 13.33% | 23,125,010 | -66.89% | 50.46% | 0.22% | 62 | -3.13% | 44 | 25.71% |
| 31 Mar, 11 | 105 | 19.32% | 69,840,112 | 308.43% | 151.08% | 11.10% | 64 | 52.38% | 35 | 2.94% |
| 31 Dec, 10 | 88 | -14.56% | 17,099,657 | -27.47% | 36.89% | 1.46% | 42 | -28.81% | 34 | 3.03% |
| 30 Sep, 10 | 103 | 11.96% | 23,575,481 | 1.84% | 50.30% | 2.11% | 59 | 11.32% | 33 | 3.13% |
| 30 Jun, 10 | 92 | 6.98% | 23,149,324 | 4.67% | 48.82% | 2.22% | 53 | 15.22% | 32 | 3.23% |
| 31 Mar, 10 | 86 | -6.52% | 22,117,137 | -1.08% | 46.90% | 2.08% | 46 | -8.00% | 31 | -13.89% |
| 31 Dec, 09 | 92 | -9.80% | 22,357,851 | 16.68% | 47.45% | 2.87% | 50 | -15.25% | 36 | 9.09% |
| 30 Sep, 09 | 102 | 14.61% | 19,160,942 | 0.01% | 40.68% | 2.46% | 59 | 25.53% | 33 | -8.33% |
| 30 Jun, 09 | 89 | -2.20% | 19,159,829 | -7.88% | 40.66% | 2.08% | 47 | -12.96% | 36 | 24.14% |
| 31 Mar, 09 | 91 | -8.08% | 20,799,772 | -11.57% | 44.25% | 1.80% | 54 | -10.00% | 29 | -6.45% |
| 31 Dec, 08 | 99 | 5.32% | 23,520,705 | -2.53% | 49.61% | 1.92% | 60 | 22.45% | 31 | 10.71% |
| 30 Sep, 08 | 94 | 4.44% | 24,130,458 | 9.11% | 50.90% | 2.39% | 49 | -12.50% | 28 | 33.33% |
| 30 Jun, 08 | 90 | 3.45% | 22,116,613 | 11.81% | 46.14% | 2.72% | 56 | 3.70% | 21 | -4.55% |
| 31 Mar, 08 | 87 | 6.10% | 19,780,237 | -68.97% | 41.15% | 0.24% | 54 | 22.73% | 22 | -12.00% |
| 31 Dec, 07 | 82 | 5.13% | 63,737,833 | 313.01% | 131.74% | 13.21% | 44 | -6.38% | 25 | 8.70% |
| 30 Sep, 07 | 78 | 2.63% | 15,432,422 | 6.35% | 31.58% | 3.59% | 47 | 4.44% | 23 | -8.00% |
| 30 Jun, 07 | 76 | 7.04% | 14,510,522 | 47.56% | 29.67% | 7.35% | 45 | 7.14% | 25 | 13.64% |
| 31 Mar, 07 | 71 | 5.97% | 9,833,676 | -31.76% | 20.09% | 2.32% | 42 | 10.53% | 22 | -8.33% |
| 31 Dec, 06 | 67 | 8.06% | 14,409,502 | -0.50% | 29.43% | 3.36% | 38 | - | 24 | 41.18% |
| 30 Sep, 06 | 62 | 3.33% | 14,481,229 | 13.47% | 29.58% | 4.33% | 38 | 11.76% | 17 | -19.05% |
| 30 Jun, 06 | 60 | 1.69% | 12,761,825 | 22.36% | 26.13% | 5.67% | 34 | -5.56% | 21 | 31.25% |
| 31 Mar, 06 | 59 | 22.92% | 10,429,526 | -17.75% | 21.47% | 3.13% | 36 | 33.33% | 16 | 6.67% |
| 31 Dec, 05 | 48 | 2.13% | 12,680,514 | 9.69% | 26.21% | 4.52% | 27 | - | 15 | 50.00% |
| 30 Sep, 05 | 47 | -6.00% | 11,560,492 | 4.72% | 24.09% | 4.56% | 27 | -15.63% | 10 | -28.57% |
| 30 Jun, 05 | 50 | 6.38% | 11,038,999 | 18.80% | 22.98% | 6.13% | 32 | -25.58% | 14 | 250.00% |
| 31 Mar, 05 | 47 | 14.63% | 9,291,801 | 101.26% | 19.36% | 20.57% | 43 | 79.17% | 4 | -63.64% |
| 31 Dec, 04 | 41 | 7.89% | 4,616,914 | 6.84% | 9.70% | 11.77% | 24 | 9.09% | 11 | 22.22% |
| 30 Sep, 04 | 38 | -5.00% | 4,321,308 | -20.98% | 9.08% | 14.95% | 22 | 15.79% | 9 | -40.00% |
| 30 Jun, 04 | 40 | - | 5,468,413 | -16.29% | 7.79% | 10.02% | 19 | -26.92% | 15 | 66.67% |
| 31 Mar, 04 | 40 | - | 6,532,555 | -1.55% | 8.82% | 5.15% | 26 | 18.18% | 9 | -43.75% |
| 31 Dec, 03 | 40 | 2.56% | 6,635,580 | 5.00% | 13.09% | 8.36% | 22 | -12.00% | 16 | 33.33% |
| 30 Sep, 03 | 39 | 11.43% | 6,319,726 | 21.76% | 12.51% | 11.70% | 25 | 31.58% | 12 | -7.69% |
| 30 Jun, 03 | 35 | 16.67% | 5,190,189 | -20.32% | 10.34% | 6.20% | 19 | -26.92% | 13 | 225.00% |
| 31 Mar, 03 | 30 | 11.11% | 6,514,063 | 27.82% | 12.92% | 12.65% | 26 | 52.94% | 4 | -50.00% |
| 31 Dec, 02 | 27 | -3.57% | 5,096,355 | 22.73% | 10.11% | 14.93% | 17 | -5.56% | 8 | -11.11% |
| 30 Sep, 02 | 28 | 12.00% | 4,152,446 | -19.77% | 8.23% | 7.87% | 18 | 20.00% | 9 | - |
| 30 Jun, 02 | 25 | 13.64% | 5,175,760 | -5.73% | 10.22% | 8.59% | 15 | -6.25% | 9 | 125.00% |
| 31 Mar, 02 | 22 | 57.14% | 5,490,172 | 11.03% | 10.91% | 11.26% | 16 | 128.57% | 4 | -20.00% |
| 31 Dec, 01 | 14 | -26.32% | 4,944,966 | -2.07% | 9.84% | 9.46% | 7 | -46.15% | 5 | - |
| 30 Sep, 01 | 19 | -13.64% | 5,049,470 | -11.01% | 10.20% | 7.84% | 13 | -18.75% | 5 | - |
| 30 Jun, 01 | 22 | 22.22% | 5,674,223 | 71.25% | 11.40% | 25.41% | 16 | 23.08% | 5 | 66.67% |
| 31 Mar, 01 | 18 | -14.29% | 3,313,483 | -21.27% | 6.70% | 9.20% | 13 | - | 3 | -40.00% |
| 31 Dec, 00 | 21 | 31.25% | 4,208,699 | -7.80% | 8.53% | 9.96% | 13 | 30.00% | 5 | 25.00% |
| 30 Sep, 00 | 16 | - | 4,564,551 | 0.28% | 9.26% | 10.57% | 10 | -33.33% | 4 | 300.00% |
| 30 Jun, 00 | 16 | -5.88% | 4,551,752 | 128.49% | 9.36% | 53.94% | 15 | -11.76% | 1 | - |
| 31 Mar, 00 | 17 | 21.43% | 1,992,083 | 208.99% | 4.16% | 225.54% | 17 | 112.50% | - | -100.00% |
| 31 Dec, 99 | 14 | 7.69% | 644,705 | -36.33% | 1.36% | 29.83% | 8 | - | 5 | 66.67% |
| 30 Sep, 99 | 13 | -13.33% | 1,012,613 | -22.60% | 2.13% | 27.45% | 8 | - | 3 | -40.00% |
| 30 Jun, 99 | 15 | 15.38% | 1,308,288 | 27.06% | 2.79% | 57.89% | 8 | -33.33% | 5 | 400.00% |
| 31 Mar, 99 | 13 | 1200.00% | 1,029,630 | 32690.76% | 2.19% | 4597985.51% | 12 | 1100.00% | 1 | - |
| 31 Dec, 98 | 1 | - | 3,140 | - | 0.01% | - | 1 | - | - | - |
FactSet Research Systems Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of FactSet Research Systems's stock was made by Harding Catrina on Aug 02 2024, selling 307 shares at $408.71 per share (valued at $125.47K).
FactSet Research Systems Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 6 | 33.33% |
| Q2 2024 | 9 | 22 | 40.91% |
| Q1 2024 | 21 | 9 | 233.33% |
| Q4 2023 | 42 | 60 | 70.00% |
| Q3 2023 | 7 | 11 | 63.64% |
| Q2 2023 | 4 | 10 | 40.00% |
| Q1 2023 | 23 | 20 | 115.00% |
| Q4 2022 | 28 | 25 | 112.00% |
| Q3 2022 | 4 | 19 | 21.05% |
| Q2 2022 | 7 | 38 | 18.42% |
| Q1 2022 | 23 | 12 | 191.67% |
| Q4 2021 | 27 | 27 | 100.00% |
| Q3 2021 | 14 | 40 | 35.00% |
| Q2 2021 | 6 | 12 | 50.00% |
| Q1 2021 | 13 | 18 | 72.22% |
| Q4 2020 | 18 | 23 | 78.26% |
| Q3 2020 | 12 | 30 | 40.00% |
| Q2 2020 | 19 | 33 | 57.58% |
| Q1 2020 | 21 | 16 | 131.25% |
| Q4 2019 | 11 | 16 | 68.75% |
2 total buy trades, and 6 total sell trades (buy/sell ratio of 0.33%) were made by FactSet Research Systems's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | - | 12 | - |
| Q1 2024 | - | 4 | - |
| Q4 2023 | - | 16 | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | - | 6 | - |
| Q1 2023 | - | 13 | - |
| Q4 2022 | - | 5 | - |
| Q3 2022 | - | 4 | - |
| Q2 2022 | - | 19 | - |
| Q1 2022 | - | 5 | - |
| Q4 2021 | - | 8 | - |
| Q3 2021 | - | 14 | - |
| Q2 2021 | - | 4 | - |
| Q1 2021 | - | 8 | - |
| Q4 2020 | - | 8 | - |
| Q3 2020 | - | 16 | - |
| Q2 2020 | - | 19 | - |
| Q1 2020 | - | 8 | - |
| Q4 2019 | - | 3 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of FactSet Research Systems's stocks.
FDS Ownership FAQ
Who Owns FactSet Research Systems?
FactSet Research Systems is owned by institutional shareholders (93.73%), insiders (0.21%), and public (6.07%). The largest institutional shareholder of FactSet Research Systems is VANGUARD GROUP INC (12.11% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.96% of total shares).
Who are the major institutional shareholders of FactSet Research Systems?
FactSet Research Systems's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., BAMCO INC /NY/, STATE STREET CORP, and MORGAN STANLEY. The top five shareholders own together 37.95% of the company's share outstanding.
How many FactSet Research Systems shareholders are there?
As of Jun 2024, there are 785 institutional shareholders of FactSet Research Systems.
What percentage of FactSet Research Systems is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 4.61M shares of FactSet Research Systems, representing 12.11% of the company's total shares outstanding, valued at $1.88B (as of Jun 2024).
What percentage of FactSet Research Systems is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 3.43M shares of FactSet Research Systems (FDS), compromising 9.00% of the company, valued at $1.4B.
What percentage of FactSet Research Systems is owned by BAMCO INC /NY/?
BAMCO INC /NY/ is the third largest holder of FactSet Research Systems. The company owns 2.65M of the company's shares outstanding (worth $1.08B).