FDS Institutional Ownership & Shareholders
FACTSET RESEARCH SYSTEMS INC (FDS) is currently held by 767 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.20B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.38B, representing an estimated gain of +43.24% 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
767
Total Reported Value
$9.20B
Largest Holder
Bamco Inc
Largest Position
$966.53M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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 | $1,384,476,112 | +$417,943,164 | +43.24% | |
| Blackrock, Inc. | 0.01% | 2,858,389 | $657,658,042 | $942,039,263 | +$284,381,221 | +43.24% | |
| Vanguard Capital Management Llc | 0.01% | 2,379,691 | $547,519,305 | $784,274,763 | +$236,755,458 | +43.24% | |
| State Street Corp | 0.01% | 1,873,867 | $431,139,319 | $617,570,347 | +$186,431,028 | +43.24% | |
| Vanguard Portfolio Management Llc | 0.02% | 1,781,324 | $409,847,026 | $587,070,951 | +$177,223,925 | +43.24% | |
| Aqr Capital Management Llc | 0.13% | 1,675,700 | $385,545,052 | $552,260,449 | +$166,715,397 | +43.24% | |
| Loomis Sayles & Co L P | 0.42% | 1,439,274 | $331,148,074 | $474,341,532 | +$143,193,458 | +43.24% | |
| Geode Capital Management, Llc | 0.02% | 1,380,700 | $317,268,158 | $455,037,299 | +$137,769,141 | +43.42% | |
| Ninety One Uk Ltd | 0.61% | 1,189,240 | $273,620,290 | $391,937,827 | +$118,317,537 | +43.24% | |
| Morgan Stanley | 0.01% | 1,100,714 | $253,253,120 | $362,762,313 | +$109,509,193 | +43.24% | |
| Invesco Ltd. | 0.02% | 954,411 | $219,590,883 | $314,545,233 | +$94,954,350 | +43.24% | |
| Proshare Advisors Llc | 0.26% | 681,980 | $184,100,501 | $224,760,149 | +$40,659,648 | +22.09% | |
| Bank Of America Corp | 0.01% | 765,564 | $176,140,932 | $252,306,927 | +$76,165,995 | +43.24% | |
| Arrowstreet Capital, Limited Partnership | 0.06% | 601,136 | $138,309,371 | $198,116,392 | +$59,807,021 | +43.24% | |
| Goldman Sachs Group Inc | 0.01% | 600,225 | $138,099,741 | $197,816,153 | +$59,716,412 | +43.24% | |
| Charles Schwab Investment Management Inc | 0.02% | 504,351 | $116,041,079 | $166,218,959 | +$50,177,880 | +43.24% | |
| Ubs Group Ag | 0.01% | 407,914 | $93,852,854 | $134,436,217 | +$40,583,363 | +43.24% | |
| Marshall Wace, Llp | 0.08% | 403,312 | $92,794,027 | $132,919,536 | +$40,125,509 | +43.24% | |
| Wells Fargo & Company/Mn | 0.01% | 369,718 | $85,064,603 | $121,847,961 | +$36,783,358 | +43.24% | |
| Northern Trust Corp | 0.01% | 362,277 | $83,352,693 | $119,395,631 | +$36,042,938 | +43.24% | |
| Boston Trust Walden Corp | 0.67% | 308,252 | $83,212,627 | $101,590,612 | +$18,377,985 | +22.09% | |
| Capital World Investors | 0.01% | 350,319 | $80,601,396 | $115,454,633 | +$34,853,237 | +43.24% | |
| Shapiro Capital Management Llc | 4.86% | 348,359 | $80,150,536 | $114,808,676 | +$34,658,140 | +43.24% | |
| Dimensional Fund Advisors Lp | 0.01% | 327,779 | $75,423,397 | $108,026,125 | +$32,602,728 | +43.23% | |
| Gotham Asset Management, Llc | 0.17% | 324,096 | $74,568,008 | $106,812,319 | +$32,244,311 | +43.24% | |
| Fuller & Thaler Asset Management, Inc. | 0.19% | 301,875 | $69,455,340 | $99,488,944 | +$30,033,604 | +43.24% | |
| Bank Of New York Mellon Corp | 0.01% | 298,101 | $68,587,039 | $98,245,147 | +$29,658,108 | +43.24% | |
| State Of Michigan Retirement System | 0.30% | 253,528 | $68,439,884 | $83,555,223 | +$15,115,339 | +22.09% | |
| Equity Investment Corp | 1.25% | 285,233 | $65,626,464 | $94,004,240 | +$28,377,776 | +43.24% | |
| Jane Street Group, Llc | 0.04% | 277,855 | $63,928,878 | $91,572,672 | +$27,643,794 | +43.24% | |
| Yacktman Asset Management | Donald Yacktman | 0.74% | 229,906 | $62,063,125 | $75,770,120 | +$13,706,995 | +22.09% |
| Vest Financial, Llc | 0.57% | 199,841 | $53,947,078 | $65,861,598 | +$11,914,520 | +22.09% | |
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.54% | 234,096 | $53,860,807 | $77,151,019 | +$23,290,212 | +43.24% |
| Susquehanna International Group, Llp | 0.04% | 212,342 | $48,855,647 | $69,981,553 | +$21,125,906 | +43.24% | |
| Norges Bank | 0.00% | 208,310 | $47,927,965 | $68,652,727 | +$20,724,762 | +43.24% | |
| Fmr Llc | 0.00% | 207,400 | $47,718,523 | $68,352,818 | +$20,634,295 | +43.24% | |
| Vanguard Fiduciary Trust Co | 0.01% | 204,568 | $47,067,005 | $67,419,476 | +$20,352,471 | +43.24% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | 198,297 | $45,624,174 | $65,352,742 | +$19,728,568 | +43.24% | |
| Heron Bay Capital Management | 4.09% | 196,176 | $45,136,084 | $64,653,724 | +$19,517,640 | +43.24% | |
| Royal Bank Of Canada | 0.01% | 191,613 | $44,086,000 | $63,149,896 | +$19,063,896 | +43.24% | |
| Everett Harris & Co | 0.52% | 162,352 | $43,826,922 | $53,506,349 | +$9,679,427 | +22.09% | |
| Deutsche Bank Ag\ | 0.01% | 187,400 | $43,116,991 | $61,761,418 | +$18,644,427 | +43.24% | |
| Mcdonald Capital Investors Inc/Ca | 3.36% | 151,480 | $40,892,026 | $49,923,264 | +$9,031,238 | +22.09% | |
| Bank Of Montreal | 0.01% | 177,354 | $40,805,659 | $58,450,558 | +$17,644,899 | +43.24% | |
| Markel Group Inc. | Thomas Gayner | 0.28% | 135,376 | $36,544,752 | $44,615,868 | +$8,071,116 | +22.09% |
| Nomura Asset Management Co Ltd | 0.08% | 155,621 | $35,805,280 | $51,288,013 | +$15,482,733 | +43.24% | |
| Royal London Asset Management Ltd | 0.06% | 149,640 | $34,429,171 | $49,316,855 | +$14,887,684 | +43.24% | |
| Raymond James Financial Inc | 0.01% | 148,732 | $34,220,171 | $49,017,605 | +$14,797,434 | +43.24% | |
| Longaeva Partners L.P. | 0.97% | 146,725 | $33,758,488 | $48,356,158 | +$14,597,670 | +43.24% | |
| Lsv Asset Management | 0.06% | 146,659 | $33,743,000 | $48,334,407 | +$14,591,407 | +43.24% |
Frequently asked questions about FDS
Who are the largest institutional holders of FDS?
The largest institutional holders of FDS reported in the latest SEC Form 13F filings include Bamco Inc, Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported FDS position.
What is FDS institutional ownership?
This page tracks FDS positions reported by institutional investment managers through SEC Form 13F. FACTSET RESEARCH SYSTEMS INC (FDS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDS?
InsiderSet currently tracks 767 institutional managers reporting FDS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDS shareholders.
How much FDS stock do institutions own?
Institutional investment managers disclosed approximately $9.20B in FDS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDS institutional ownership last updated?
The latest FDS institutional ownership data on InsiderSet is 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 institutional holdings.
Are institutional FDS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDS position after the reporting date.
Are institutions buying or selling FDS?
Institutional 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 has FDS institutional ownership changed over time?
InsiderSet tracks FDS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.