FACTSET RESEARCH SYSTEMS INC (FDS) Institutional Ownership

FDS is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $98.49M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Yacktman Asset Management, which reported ownership valued at approximately $49.01M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Yacktman Asset Management's FDS position is now estimated to be worth approximately $48.89M, representing an estimated loss of -0.25% since the filing period.

Major shareholders tracked on this page include Yacktman Asset Management, Ariel Appreciation Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward FACTSET RESEARCH SYSTEMS INC (FDS).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$98,487,441453,880
Q4 20253$40,922,016141,018
Q3 20252$3,933,22213,729
Q2 20252$5,377,64912,023
Q1 20252$5,217,91611,477
Q4 20242$6,252,77713,019
Q3 20242$5,916,43112,866
Q2 20242$4,830,24311,831
Q1 20242$5,322,72511,714
Q4 20233$6,528,16815,133
Q3 20232$5,080,96211,620
Q2 20233$4,810,34534,334