FACTSET RESEARCH SYSTEMS INC (FDS) Institutional Shareholders
FACTSET RESEARCH SYSTEMS INC (FDS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $9.13B in FDS holdings during the latest filing period.
Bamco Inc is currently the largest disclosed institutional shareholder of FDS tracked by InsiderSet, reporting ownership valued at approximately $966.53M 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 $1.17B, representing an estimated gain of +21.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed FDS value among the investors covered in this analysis. Major shareholders include Bamco Inc, Blackrock, Inc., Vanguard Capital Management Llc, 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.
Institutional Holders
745
Total Reported Value
$9.13B
Largest Holder
Bamco Inc
Largest Position
$966.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bamco Inc | 1.45% | 4,200,856 | $966,532,948 | $1,171,408,696 | +$204,875,748 | +21.20% | |
| Blackrock, Inc. | 0.01% | 2,858,389 | $657,658,042 | $797,061,773 | +$139,403,731 | +21.20% | |
| Vanguard Capital Management Llc | 0.01% | 2,379,691 | $547,519,305 | $663,576,835 | +$116,057,530 | +21.20% | |
| State Street Corp | 0.01% | 1,873,867 | $431,139,319 | $522,527,813 | +$91,388,494 | +21.20% | |
| Vanguard Portfolio Management Llc | 0.02% | 1,781,324 | $409,847,026 | $496,722,197 | +$86,875,171 | +21.20% | |
| Aqr Capital Management Llc | 0.13% | 1,675,700 | $385,545,052 | $467,268,945 | +$81,723,893 | +21.20% | |
| Loomis Sayles & Co L P | 0.42% | 1,439,274 | $331,148,074 | $401,341,555 | +$70,193,481 | +21.20% | |
| Geode Capital Management, Llc | 0.02% | 1,380,700 | $317,268,158 | $385,008,195 | +$67,740,037 | +21.35% | |
| Ninety One Uk Ltd | 0.61% | 1,189,240 | $273,620,290 | $331,619,574 | +$57,999,284 | +21.20% | |
| Morgan Stanley | 0.01% | 1,100,714 | $253,253,120 | $306,934,099 | +$53,680,979 | +21.20% | |
| Invesco Ltd. | 0.02% | 954,411 | $219,590,883 | $266,137,507 | +$46,546,624 | +21.20% | |
| Bank Of America Corp | 0.01% | 765,564 | $176,140,932 | $213,477,521 | +$37,336,589 | +21.20% | |
| Proshare Advisors Llc | 0.23% | 681,037 | $156,692,993 | $189,907,167 | +$33,214,174 | +21.20% | |
| Arrowstreet Capital, Limited Partnership | 0.06% | 601,136 | $138,309,371 | $167,626,774 | +$29,317,403 | +21.20% | |
| Goldman Sachs Group Inc | 0.01% | 600,225 | $138,099,741 | $167,372,741 | +$29,273,000 | +21.20% | |
| Charles Schwab Investment Management Inc | 0.02% | 504,351 | $116,041,079 | $140,638,276 | +$24,597,197 | +21.20% | |
| Ubs Group Ag | 0.01% | 407,914 | $93,852,854 | $113,746,819 | +$19,893,965 | +21.20% | |
| Marshall Wace, Llp | 0.08% | 403,312 | $92,794,027 | $112,463,551 | +$19,669,524 | +21.20% | |
| Wells Fargo & Company/Mn | 0.01% | 369,718 | $85,064,603 | $103,095,864 | +$18,031,261 | +21.20% | |
| Northern Trust Corp | 0.01% | 362,277 | $83,352,693 | $101,020,941 | +$17,668,248 | +21.20% | |
| Capital World Investors | 0.01% | 350,319 | $80,601,396 | $97,686,453 | +$17,085,057 | +21.20% | |
| Shapiro Capital Management Llc | 4.86% | 348,359 | $80,150,536 | $97,139,907 | +$16,989,371 | +21.20% | |
| Dimensional Fund Advisors Lp | 0.01% | 327,779 | $75,423,397 | $91,401,174 | +$15,977,777 | +21.18% | |
| Gotham Asset Management, Llc | 0.17% | 324,096 | $74,568,008 | $90,374,170 | +$15,806,162 | +21.20% | |
| Fuller & Thaler Asset Management, Inc. | 0.19% | 301,875 | $69,455,340 | $84,177,844 | +$14,722,504 | +21.20% | |
| Bank Of New York Mellon Corp | 0.01% | 298,101 | $68,587,039 | $83,125,464 | +$14,538,425 | +21.20% | |
| Equity Investment Corp | 1.25% | 285,233 | $65,626,464 | $79,537,222 | +$13,910,758 | +21.20% | |
| Jane Street Group, Llc | 0.04% | 277,855 | $63,928,878 | $77,479,867 | +$13,550,989 | +21.20% | |
| State Of Michigan Retirement System | 0.27% | 265,428 | $61,069,674 | $74,014,598 | +$12,944,924 | +21.20% | |
| Boston Trust Walden Corp | 0.42% | 242,449 | $55,782,718 | $67,606,904 | +$11,824,186 | +21.20% | |
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.54% | 234,096 | $53,860,807 | $65,277,670 | +$11,416,863 | +21.20% |
| Yacktman Asset Management | Donald Yacktman | 0.65% | 229,620 | $52,830,970 | $64,029,537 | +$11,198,567 | +21.20% |
| Ranmore Fund Management Ltd | 5.71% | 223,991 | $51,535,849 | $62,459,890 | +$10,924,041 | +21.20% | |
| Susquehanna International Group, Llp | 0.04% | 212,342 | $48,855,647 | $59,211,567 | +$10,355,920 | +21.20% | |
| Norges Bank | 0.00% | 208,310 | $47,927,965 | $58,087,244 | +$10,159,279 | +21.20% | |
| Fmr Llc | 0.00% | 207,400 | $47,718,523 | $57,833,490 | +$10,114,967 | +21.20% | |
| Vanguard Fiduciary Trust Co | 0.01% | 204,568 | $47,067,005 | $57,043,787 | +$9,976,782 | +21.20% | |
| Vest Financial, Llc | 0.49% | 202,058 | $46,489,504 | $56,343,873 | +$9,854,369 | +21.20% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | 198,297 | $45,624,174 | $55,295,118 | +$9,670,944 | +21.20% | |
| Heron Bay Capital Management | 4.09% | 196,176 | $45,136,084 | $54,703,678 | +$9,567,594 | +21.20% | |
| Royal Bank Of Canada | 0.01% | 191,613 | $44,086,000 | $53,431,285 | +$9,345,285 | +21.20% | |
| Deutsche Bank Ag\ | 0.01% | 187,400 | $43,116,991 | $52,256,490 | +$9,139,499 | +21.20% | |
| Bank Of Montreal | 0.01% | 177,354 | $40,805,659 | $49,455,163 | +$8,649,504 | +21.20% | |
| Mcdonald Capital Investors Inc/Ca | 2.95% | 175,541 | $40,388,473 | $48,949,608 | +$8,561,135 | +21.20% | |
| Everett Harris & Co | 0.45% | 160,592 | $36,949,007 | $44,781,079 | +$7,832,072 | +21.20% | |
| Nomura Asset Management Co Ltd | 0.08% | 155,621 | $35,805,280 | $43,394,916 | +$7,589,636 | +21.20% | |
| Royal London Asset Management Ltd | 0.06% | 149,640 | $34,429,171 | $41,727,114 | +$7,297,943 | +21.20% | |
| Raymond James Financial Inc | 0.01% | 148,732 | $34,220,171 | $41,473,918 | +$7,253,747 | +21.20% | |
| Longaeva Partners L.P. | 0.97% | 146,725 | $33,758,488 | $40,914,266 | +$7,155,778 | +21.20% | |
| Lsv Asset Management | 0.06% | 146,659 | $33,743,000 | $40,895,862 | +$7,152,862 | +21.20% |
Frequently asked questions about FDS
Who owns the most FDS stock?
The largest holders of FDS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FACTSET RESEARCH SYSTEMS INC (FDS).
Is FDS widely held by superinvestors?
Many widely followed stocks like FDS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.