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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $98,487,441 | 453,880 |
| Q4 2025 | 3 | $40,922,016 | 141,018 |
| Q3 2025 | 2 | $3,933,222 | 13,729 |
| Q2 2025 | 2 | $5,377,649 | 12,023 |
| Q1 2025 | 2 | $5,217,916 | 11,477 |
| Q4 2024 | 2 | $6,252,777 | 13,019 |
| Q3 2024 | 2 | $5,916,431 | 12,866 |
| Q2 2024 | 2 | $4,830,243 | 11,831 |
| Q1 2024 | 2 | $5,322,725 | 11,714 |
| Q4 2023 | 3 | $6,528,168 | 15,133 |
| Q3 2023 | 2 | $5,080,962 | 11,620 |
| Q2 2023 | 3 | $4,810,345 | 34,334 |
Related FDS Institutional Insights:
- FDS Institutional Ownership & Insiders Activity
- FDS Institutional Ownership & 13F Activity
- FDS Top Institutional Shareholders
- FDS Institutional Buying Activity
- FDS Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- FDS Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings