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
Q3 2015Disciplined Growth InvestorsBuy3,503663,118$105,973
Q2 2015Bares Capital ManagementBuy126,790126,790$20,605
Q2 2015Disciplined Growth InvestorsBuy1,612659,615$107,194
Q2 2015Renaissance Technologies LLCSell-500224,600$36,500
Q1 2015Polen Capital ManagementSell-525,556698,664$111,206
Q1 2015Renaissance Technologies LLCBuy55,900225,100$35,836
Q1 2015Disciplined Growth InvestorsSell-9,075658,003$104,754
Q4 2014Polen Capital ManagementSell-26,3261,224,220$172,309
Q4 2014Renaissance Technologies LLCBuy8,100169,200$23,815
Q4 2014Disciplined Growth InvestorsBuy1,950667,078$93,891
Q3 2014Renaissance Technologies LLCSell-124,300161,100$19,578
Q3 2014Polen Capital ManagementSell-40,1651,250,546$151,979
Q3 2014Disciplined Growth InvestorsSell-1,296665,128$80,833
Q2 2014Renaissance Technologies LLCSell-158,350285,400$34,328
Q2 2014Disciplined Growth InvestorsBuy74,623666,424$72,360
Q2 2014Polen Capital ManagementSell-70,2691,290,711$155,247
Q1 2014Disciplined Growth InvestorsSell-79,998591,801$54,801
Q1 2014Renaissance Technologies LLCSell-39,000443,750$47,841
Q1 2014Polen Capital ManagementSell-19,8831,360,980$146,727
Q1 2014Vulcan Value PartnersBuy403403$43
Q4 2013Renaissance Technologies LLCBuy53,550482,750$52,417
Q4 2013Polen Capital ManagementSell-51,5431,380,863$149,934
Q4 2013Disciplined Growth InvestorsBuy23,653671,799$72,944
Q3 2013Polen Capital ManagementSell-88,9661,432,406$156,275
Q3 2013Renaissance Technologies LLCSell-16,900429,200$46,826
Q3 2013Disciplined Growth InvestorsBuy295648,146$70,713
Q2 2013Polen Capital ManagementBuy1,521,3721,521,372$155,089
Q2 2013Disciplined Growth InvestorsBuy647,851647,851$66,042
Q2 2013Renaissance Technologies LLCBuy446,100446,100$45,475
Q2 2013Akre Capital ManagementBuy130,000130,000$13,252

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.

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