FactSet Research Systems Ownership | Who Owns FactSet Research Systems?
FactSet Research Systems Ownership Summary
FactSet Research Systems is owned by 94.36% institutional investors, 0.63% insiders, and 5.01% 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 | 94.36% | 0.63% | 5.01% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Financial Data & Stock Exchanges Stocks | 74.00% | 17.34% | 8.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.66M | 12.25% | $2.24B |
| Blackrock funding, inc. /de | 3.49M | 9.17% | $1.67B |
| Blackrock | 3.43M | 9.00% | $1.40B |
| Bamco inc /ny/ | 2.36M | 6.20% | $1.13B |
| State street | 1.95M | 5.12% | $935.03M |
| Morgan stanley | 1.87M | 4.91% | $763.84M |
| Loomis sayles & co l p | 1.50M | 3.95% | $721.54M |
| Wells fargo & company/mn | 1.41M | 3.71% | $678.09M |
| Kayne anderson rudnick investment management | 1.24M | 3.26% | $594.84M |
| Ninety one uk | 1.21M | 3.19% | $581.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Saybrook capital /nc | 48.76K | 6.26% | $23.42M |
| Tandem investment advisors | 244.41K | 4.44% | $117.39M |
| Heron bay capital management | 37.08K | 3.72% | $17.81M |
| American capital management | 173.99K | 3.11% | $83.57M |
| Bamco inc /ny/ | 2.36M | 2.92% | $1.13B |
| Dundas partners llp | 74.56K | 2.51% | $35.81M |
| Tsai capital | 6.62K | 2.31% | $3.18M |
| Birch capital management | 8.59K | 2.08% | $4.12M |
| Ninety one north america | 64.04K | 1.90% | $30.76M |
| Running oak capital | 29.91K | 1.88% | $14.37M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 1.87M | 0.06% | 463.74K |
| Raymond james financial | 143.93K | 0.03% | 143.93K |
| Point72 asset management | 138.19K | 0.15% | 138.19K |
| Geode capital management | 1.10M | 0.04% | 94.67K |
| Wealthfront advisers | 76.44K | 0.06% | 74.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Thrivent financial for lutherans | 19.79K | 0.02% | -147.51K |
| Bamco inc /ny/ | 2.36M | 2.92% | -122.42K |
| Squarepoint ops | 2.46K | 0.00% | -96.95K |
| Price t rowe associates inc /md/ | 55.30K | 0.00% | -91.73K |
| International assets investment management | - | - | -84.61K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 143.93K | 0.03% | 143.93K | $69.13M |
| Point72 asset management | 138.19K | 0.15% | 138.19K | $66.37M |
| Proficio capital partners | 54.84K | 0.00% | 54.84K | $54.84K |
| Healthcare of ontario pension plan trust fund | 35.00K | 0.04% | 35.00K | $16.81M |
| Norges bank | 25.26K | 0.00% | 25.26K | $12.13M |
Sold Out
| Holder | Change |
|---|---|
| Plato investment management | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Financial gravity asset management | -1.00 |
| Opal wealth advisors | -1.00 |
| Voisard asset management group | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 792 | 1.41% | 34,882,687 | 0.51% | 91 | 1.10% | 357 | 2.29% | 250 | -7.75% |
| Dec 31, 2023 | 781 | 4.41% | 34,706,252 | 0.61% | 91 | 1.11% | 349 | 9.40% | 271 | 10.16% |
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 | 1.20M | 3.16% | 6.60K |
| Vanguard Institutional 500 Index Trust | 1.05M | 2.77% | 6.28K |
| Baron Growth Retail | 975.00K | 2.57% | -75.00K |
| Baron Small Cap Growth Strategy | 975.00K | 2.57% | -75.00K |
| Vanguard Mid Cap Index Institutional | 820.40K | 2.16% | 3.44K |
| Baron Partners Retail | 650.00K | 1.71% | -5.00K |
| MS INVF Global Brands A USD | 483.59K | 1.27% | -9.48K |
| Fidelity 500 Index | 475.79K | 1.25% | 2.12K |
| SPDR® S&P 500 ETF | 472.61K | 1.25% | -6.82K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 01, 2025 | Snow Frederick Philip | Chief Executive Officer | Sell | $1.36M |
| Mar 24, 2025 | Moskoff Gregory T | MD,Controller and CAO | Sell | $157.60K |
| Mar 21, 2025 | Stepp Katherine M | Chief Technology Officer (CTO) | Sell | $130.42K |
| Mar 21, 2025 | Stepp Katherine M | Chief Technology Officer (CTO) | Sell | $366.55K |
| Mar 21, 2025 | Stepp Katherine M | Chief Technology Officer (CTO) | Sell | $131.79K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | 12 |
FDS Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools