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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdSell-4,498-100.0%0$0.00Q4 2025Sep 18, 2026
Cornerstone Financial Management LlcBuy+9—9$2.61KQ4 2025Aug 28, 2026
Dakota Wealth ManagementBuy+994—994$288.45KQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-6,239-42.3%8,522$2.47MQ4 2025Aug 18, 2026
Algert Global LlcBuy+18,530—18,530$5.38MQ4 2025Aug 11, 2026
Bannerstone Capital Management, LlcBuy+13,729—13,729$3.98MQ4 2025May 28, 2026
Storebrand Asset Management AsSell-7,487-87.7%1,048$304.12KQ4 2025May 20, 2026
National Philanthropic TrustSell-83-8.8%857$248.69KQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+18—18$5.27KQ4 2025May 12, 2026
Journey Retirement Planning & Investment Management LlcBuy+3,648—3,648$1.06MQ4 2025Apr 29, 2026
Ahara Advisors LlcBuy+1,710—1,710$496.08KQ4 2025Apr 02, 2026
Hsbc Holdings PlcBuy+68,785—68,785$20.00MQ4 2025Mar 06, 2026
BaybanBuy+58—58$16.83KQ4 2025Mar 05, 2026
Gunpowder Capital Management, Llc Dba Oliver Wealth ManagementBuy+20—20$5.80KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+10—10$2.90KQ4 2025Mar 04, 2026
Midway Capital Research & ManagementBuy+1,047—1,047$303.83KQ4 2025Mar 03, 2026
TobamBuy+2,823—2,823$819.00KQ4 2025Mar 02, 2026
Bdfs Capital LlcBuy+1,697—1,697$492.43KQ4 2025Feb 26, 2026
Td Capital Management LlcBuy+25—25$7.25KQ4 2025Feb 26, 2026
Anchor Investment Management, LlcBuy+15—15$4.35KQ4 2025Feb 26, 2026
Bell Investment Advisors, IncBuy+3—3$871.00Q4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+1,023—1,023$260.21KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Buy+38+237.5%54$15.67KQ4 2025Feb 23, 2026
Monetary Solutions, LtdBuy+6—6$1.74KQ4 2025Feb 23, 2026
Corient Private Wealth LlcBuy+12,014—12,014$1.97MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+123,811—123,811$35.93MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+12,570—12,570$3.65MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+10,245—10,245$2.61MQ4 2025Feb 18, 2026
Coastal Bridge Advisors, LlcBuy+7,020—7,020$2.04MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+5,047—5,047$1.46MQ4 2025Feb 18, 2026
Showing 30 of 765

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.