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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Hsbc Holdings Plc, Algert Global Llc, Bannerstone Capital Management, Llc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Sell | -4,498 | -100.0% | 0 | $0.00 | Q4 2025 | Sep 18, 2026 |
| Cornerstone Financial Management Llc | Buy | +9 | — | 9 | $2.61K | Q4 2025 | Aug 28, 2026 |
| Dakota Wealth Management | Buy | +994 | — | 994 | $288.45K | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -6,239 | -42.3% | 8,522 | $2.47M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Buy | +18,530 | — | 18,530 | $5.38M | Q4 2025 | Aug 11, 2026 |
| Bannerstone Capital Management, Llc | Buy | +13,729 | — | 13,729 | $3.98M | Q4 2025 | May 28, 2026 |
| Storebrand Asset Management As | Sell | -7,487 | -87.7% | 1,048 | $304.12K | Q4 2025 | May 20, 2026 |
| National Philanthropic Trust | Sell | -83 | -8.8% | 857 | $248.69K | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +18 | — | 18 | $5.27K | Q4 2025 | May 12, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +3,648 | — | 3,648 | $1.06M | Q4 2025 | Apr 29, 2026 |
| Ahara Advisors Llc | Buy | +1,710 | — | 1,710 | $496.08K | Q4 2025 | Apr 02, 2026 |
| Hsbc Holdings Plc | Buy | +68,785 | — | 68,785 | $20.00M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +58 | — | 58 | $16.83K | Q4 2025 | Mar 05, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +20 | — | 20 | $5.80K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +10 | — | 10 | $2.90K | Q4 2025 | Mar 04, 2026 |
| Midway Capital Research & Management | Buy | +1,047 | — | 1,047 | $303.83K | Q4 2025 | Mar 03, 2026 |
| Tobam | Buy | +2,823 | — | 2,823 | $819.00K | Q4 2025 | Mar 02, 2026 |
| Bdfs Capital Llc | Buy | +1,697 | — | 1,697 | $492.43K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +25 | — | 25 | $7.25K | Q4 2025 | Feb 26, 2026 |
| Anchor Investment Management, Llc | Buy | +15 | — | 15 | $4.35K | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +3 | — | 3 | $871.00 | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +1,023 | — | 1,023 | $260.21K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +38 | +237.5% | 54 | $15.67K | Q4 2025 | Feb 23, 2026 |
| Monetary Solutions, Ltd | Buy | +6 | — | 6 | $1.74K | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth Llc | Buy | +12,014 | — | 12,014 | $1.97M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +123,811 | — | 123,811 | $35.93M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +12,570 | — | 12,570 | $3.65M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +10,245 | — | 10,245 | $2.61M | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +7,020 | — | 7,020 | $2.04M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +5,047 | — | 5,047 | $1.46M | Q4 2025 | Feb 18, 2026 |
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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