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 Form 13F filings. 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
Q4 2021Renaissance Technologies LLCSell-14,7501,700$826
Q4 2021Jensen Investment ManagementSell-3,03016,280$7,912
Q4 2021Sequoia Financial AdvisorsSell-110507$246
Q3 2021Jensen Investment ManagementBuy3,35019,310$7,623
Q2 2021Disciplined Growth InvestorsSell-86,57642,733$14,342
Q2 2021Jensen Investment ManagementBuy4,55015,960$5,356
Q1 2021Renaissance Technologies LLCSell-48,20016,450$5,076
Q1 2021Disciplined Growth InvestorsSell-34,061129,309$39,903
Q1 2021Jensen Investment ManagementBuy11,41011,410$3,521
Q4 2020Renaissance Technologies LLCBuy53,30064,650$21,496
Q4 2020Disciplined Growth InvestorsSell-5,856163,370$54,321
Q3 2020Disciplined Growth InvestorsSell-5,941169,226$56,670
Q3 2020Renaissance Technologies LLCSell-4,45011,350$3,801
Q3 2020Sequoia Financial AdvisorsBuy617617$207
Q2 2020Disciplined Growth InvestorsSell-145,693175,167$57,537
Q1 2020Disciplined Growth InvestorsSell-216,424320,860$83,642
Q4 2019Renaissance Technologies LLCSell-301,65015,800$4,239
Q4 2019Disciplined Growth InvestorsBuy8,551537,284$144,153
Q3 2019Renaissance Technologies LLCSell-148,350317,450$77,131
Q3 2019Disciplined Growth InvestorsBuy4,034528,733$128,466
Q2 2019Renaissance Technologies LLCSell-125,800465,800$133,480
Q2 2019Disciplined Growth InvestorsSell-77,687524,699$150,358
Q1 2019Renaissance Technologies LLCBuy97,700591,600$146,877
Q1 2019Disciplined Growth InvestorsSell-6,614602,386$149,554
Q4 2018Renaissance Technologies LLCBuy180,150493,900$98,844
Q4 2018Disciplined Growth InvestorsSell-14,605609,000$121,879
Q3 2018Renaissance Technologies LLCBuy147,250313,750$70,189
Q3 2018Disciplined Growth InvestorsBuy20,938623,605$139,507
Q2 2018Disciplined Growth InvestorsSell-7,676602,667$119,388
Q1 2018Disciplined Growth InvestorsSell-14,002610,343$121,715

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.