FactSet Research Systems Ownership | Who Owns FactSet Research Systems?
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 3.13% of its assets in FactSet Research Systems shares.
FDS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FactSet Research Systems | 93.02% | 0.21% | 6.78% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Financial Data & Stock Exchanges Stocks | 77.30% | 16.98% | 5.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.61M | 12.11% | $1.88B |
| Blackrock | 3.43M | 9.00% | $1.40B |
| Bamco inc /ny/ | 2.65M | 6.96% | $1.08B |
| State street | 1.89M | 4.96% | $771.66M |
| Morgan stanley | 1.87M | 4.91% | $763.84M |
| Loomis sayles & co l p | 1.60M | 4.20% | $652.76M |
| Wells fargo & company/mn | 1.46M | 3.84% | $597.19M |
| Ninety one uk | 1.22M | 3.19% | $496.64M |
| Kayne anderson rudnick investment management | 1.16M | 3.03% | $471.85M |
| Geode capital management | 993.55K | 2.61% | $405.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Saybrook capital /nc | 44.68K | 5.17% | $18.24M |
| Tandem investment advisors | 250.03K | 4.06% | $102.08M |
| Heron bay capital management | 41.26K | 3.59% | $16.84M |
| Bamco inc /ny/ | 2.65M | 3.10% | $1.08B |
| American capital management | 186.52K | 2.55% | $76.15M |
| Dundas partners llp | 74.56K | 2.36% | $30.44M |
| Ninety one north america | 108.59K | 2.24% | $44.33M |
| Tsai capital | 5.28K | 2.12% | $2.16M |
| Running oak capital | 29.91K | 1.88% | $14.37M |
| Somerset trust | 8.41K | 1.52% | $4.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 1.87M | 0.06% | 463.74K |
| Mitsubishi ufj kokusai asset management | 472.55K | 0.24% | 208.07K |
| State street | 1.89M | 0.03% | 120.82K |
| Millennium management | 119.58K | 0.02% | 115.56K |
| Stonepine asset management | 272.97K | 0.79% | 94.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 440.61K | 0.01% | -126.60K |
| Invesco | 366.90K | 0.03% | -93.13K |
| Bamco inc /ny/ | 2.65M | 3.10% | -84.81K |
| International assets investment management | - | - | -84.61K |
| Fiera capital | 293.66K | 0.37% | -82.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Trexquant investment lp | 42.03K | 0.26% | 42.03K | $17.16M |
| Norges bank | 37.02K | 0.00% | 37.02K | $15.12M |
| Hrt financial lp | 33.17K | 0.08% | 33.17K | $13.54M |
| Summit partners public asset management | 20.00K | 0.31% | 20.00K | $8.17M |
| Exoduspoint capital management, lp | 13.57K | 0.04% | 13.57K | $5.54M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 748 | 0.54% | 34,496,232 | 0.52% | 90 | 1.13% | 319 | -0.62% | 246 | -5.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.19M | 3.13% | -9.19K |
| Baron Growth Retail | 1.05M | 2.76% | -82.50K |
| Baron Small Cap Growth Strategy | 1.05M | 2.76% | -82.50K |
| Vanguard Institutional 500 Index Trust | 1.03M | 2.70% | 6.38K |
| Vanguard Mid Cap Index Institutional | 816.75K | 2.15% | 5.46K |
| Baron Partners Retail | 655.00K | 1.72% | -20.00K |
| MS INVF Global Brands A USD | 483.59K | 1.27% | -9.48K |
| SPDR® S&P 500® ETF Trust | 475.45K | 1.25% | 3.52K |
| Ninety One Global Franchise | 471.49K | 1.24% | - |
| Ninety One GSF Glb Frchs I Acc USD | 471.49K | 1.24% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 02, 2025 | Snow Frederick Philip | Chief Executive Officer | Sell | $1.45M |
| Dec 02, 2024 | Snow Frederick Philip | Chief Executive Officer | Sell | $1.47M |
| Nov 12, 2024 | Robie Robert J. | EVP, Institutional Buyside | Sell | $1.94M |
| Nov 11, 2024 | Costigan John | Chief Data Officer | Sell | $374.28K |
| Nov 11, 2024 | Costigan John | Chief Data Officer | Sell | $405.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | 12 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | 16 |
FDS Ownership FAQ
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