Factset Research Systems (FDS) Held by Superinvestors
FACTSET RESEARCH SYSTEMS INC (FDS) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $107.57M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ariel Appreciation Fund is currently the largest disclosed institutional shareholder of FDS tracked by InsiderSet, reporting ownership valued at approximately $53.86M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $63.86M, representing an estimated gain of +18.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FDS value among the investors covered in this analysis. Major shareholders include Ariel Appreciation Fund, Yacktman Asset Management, Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in FACTSET RESEARCH SYSTEMS INC (FDS).
This page ranks the largest institutional FDS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.54% | 234,096 | $53,860,807 | $63,856,707 | +$9,995,900 | +18.56% |
| Yacktman Asset Management | Donald Yacktman | 0.65% | 229,620 | $52,830,970 | $62,635,744 | +$9,804,774 | +18.56% |
| Sequoia Financial Advisors | 0.00% | 3,834 | $882,174 | $1,045,839 | +$163,665 | +18.55% |
Frequently asked questions about FDS
Who are the largest superinvestors holding FDS?
The largest superinvestors holding FDS in the latest SEC Form 13F filings include Ariel Appreciation Fund, Yacktman Asset Management, and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported FDS position.
What does the FDS superinvestors page include?
This page tracks FDS positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. FACTSET RESEARCH SYSTEMS INC (FDS) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold FDS?
InsiderSet currently tracks 3 superinvestors reporting FDS holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own FDS.
How much FDS stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $107.57M in FDS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were FDS superinvestor holdings last updated?
The latest FDS superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor FDS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its FDS position after the reporting date.
Are superinvestors buying or selling FDS?
Buying and selling can be analyzed by comparing FDS positions across consecutive 13F reporting periods. InsiderSet's FDS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDS ownership changes.
How have superinvestor FDS holdings changed over time?
InsiderSet tracks FDS holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.