FACTSET RESEARCH SYSTEMS INC (FDS) Institutional Ownership Changes & 13F Activity

FACTSET RESEARCH SYSTEMS INC (FDS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Yacktman Asset Management, Ariel Appreciation Fund, Sequoia Financial Advisors, Jensen Investment Management, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Yacktman Asset ManagementBuy225,874225,874$49,012,399
Q1 2026Ariel Appreciation FundBuy99,608225,047$48,832,948
Q1 2026Sequoia Financial AdvisorsSell-8102,959$642,094
Q4 2025Ariel Appreciation FundBuy91,569125,439$36,401,144
Q4 2025Sequoia Financial AdvisorsBuy1,8503,769$1,093,728
Q3 2025Jensen Investment ManagementBuy1,41011,810$3,383,447
Q3 2025Sequoia Financial AdvisorsBuy2961,919$549,775
Q2 2025Sequoia Financial AdvisorsBuy5461,623$725,937
Q1 2025Jensen Investment ManagementSell-1,60010,400$4,728,256
Q1 2025Sequoia Financial AdvisorsBuy581,077$489,660
Q4 2024Sequoia Financial AdvisorsBuy1531,019$489,417
Q3 2024Jensen Investment ManagementBuy1,25012,000$5,518,200
Q3 2024Sequoia Financial AdvisorsSell-215866$398,231
Q2 2024Sequoia Financial AdvisorsBuy1171,081$441,340
Q1 2024Sequoia Financial AdvisorsSell-1,969964$438,032
Q4 2023Renaissance Technologies LLCSell-20,9001,450$692
Q4 2023Sequoia Financial AdvisorsBuy2,0632,933$1,399,188
Q3 2023Jensen Investment ManagementSell-37010,750$4,700,545
Q3 2023Sequoia Financial AdvisorsBuy6870$380,417
Q2 2023Renaissance Technologies LLCBuy20,65022,350$8,955
Q2 2023Jensen Investment ManagementSell-36011,120$4,455,228
Q2 2023Sequoia Financial AdvisorsBuy11864$346,162
Q1 2023Sequoia Financial AdvisorsBuy153853$354,072
Q4 2022Jensen Investment ManagementSell-1,66011,480$4,605,891
Q4 2022Sequoia Financial AdvisorsBuy198700$280,847
Q3 2022Jensen Investment ManagementSell-4,71013,140$5,257
Q3 2022Sequoia Financial AdvisorsSell-52502$201
Q2 2022Sequoia Financial AdvisorsSell-25554$213
Q1 2022Jensen Investment ManagementBuy1,57017,850$7,750
Q1 2022Sequoia Financial AdvisorsBuy72579$251

Frequently asked questions about FDS activity

  • Which institutional owners are buying FDS?

    Institutional owners buying FDS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FDS activity?

    "Buy" means an investor increased their reported position in FDS compared to the prior reporting period. This reflects growing exposure to FACTSET RESEARCH SYSTEMS INC (FDS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FDS increasing?

    Institutional interest in FDS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.