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 $8.05B 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 $815.14M in its March 31, 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 $1.07B, representing an estimated gain of +30.82% 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
707
Total Reported Value
$8.05B
Largest Holder
Bamco Inc
Largest Position
$815.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bamco Inc | 2.46% | 3,756,587 | $815,141,813 | $1,066,382,352 | +$251,240,539 | +30.82% | |
| Blackrock, Inc. | 0.01% | 2,825,823 | $613,175,372 | $802,166,375 | +$188,991,003 | +30.82% | |
| Vanguard Capital Management Llc | 0.01% | 2,408,636 | $522,649,926 | $683,739,501 | +$161,089,575 | +30.82% | |
| State Street Corp | 0.01% | 1,898,401 | $411,934,033 | $538,899,092 | +$126,965,059 | +30.82% | |
| Vanguard Portfolio Management Llc | 0.02% | 1,806,692 | $392,034,097 | $512,865,658 | +$120,831,561 | +30.82% | |
| Loomis Sayles & Co L P | 0.43% | 1,478,028 | $320,717,325 | $419,567,808 | +$98,850,483 | +30.82% | |
| Ninety One Uk Ltd | 0.61% | 1,189,240 | $273,620,290 | $337,589,559 | +$63,969,269 | +23.38% | |
| Geode Capital Management, Llc | 0.02% | 1,142,335 | $247,504,807 | $324,274,636 | +$76,769,829 | +31.02% | |
| Invesco Ltd. | 0.04% | 1,071,663 | $232,540,155 | $304,212,976 | +$71,672,821 | +30.82% | |
| Morgan Stanley | 0.01% | 1,050,320 | $227,909,637 | $298,154,338 | +$70,244,701 | +30.82% | |
| Bank Of America Corp | 0.01% | 842,715 | $182,860,694 | $239,221,507 | +$56,360,813 | +30.82% | |
| Marshall Wace, Llp | 0.18% | 790,829 | $171,601,986 | $224,492,628 | +$52,890,642 | +30.82% | |
| Wells Fargo & Company/Mn | 0.03% | 693,231 | $150,424,056 | $196,787,484 | +$46,363,428 | +30.82% | |
| Proshare Advisors Llc | 0.19% | 596,002 | $129,326,474 | $169,187,088 | +$39,860,614 | +30.82% | |
| Bank Of Montreal | 0.05% | 567,466 | $123,134,489 | $161,086,573 | +$37,952,084 | +30.82% | |
| Goldman Sachs Group Inc | 0.02% | 542,823 | $117,787,175 | $154,091,165 | +$36,303,990 | +30.82% | |
| Charles Schwab Investment Management Inc | 0.02% | 473,130 | $102,664,479 | $134,307,413 | +$31,642,934 | +30.82% | |
| Arrowstreet Capital, Limited Partnership | 0.04% | 377,926 | $82,006,163 | $107,281,854 | +$25,275,691 | +30.82% | |
| Ubs Group Ag | 0.01% | 363,815 | $78,944,217 | $103,276,164 | +$24,331,947 | +30.82% | |
| Dimensional Fund Advisors Lp | 0.02% | 362,642 | $78,664,636 | $102,943,185 | +$24,278,549 | +30.86% | |
| Northern Trust Corp | 0.01% | 347,168 | $75,331,985 | $98,550,580 | +$23,218,595 | +30.82% | |
| Two Sigma Investments, Lp | 0.06% | 344,889 | $74,837,464 | $97,903,640 | +$23,066,176 | +30.82% | |
| Shapiro Capital Management Llc | 4.48% | 330,541 | $71,724,058 | $93,830,674 | +$22,106,616 | +30.82% | |
| Aqr Capital Management Llc | 0.03% | 307,538 | $66,732,558 | $87,300,812 | +$20,568,254 | +30.82% | |
| Bank Of New York Mellon Corp | 0.01% | 294,091 | $63,814,974 | $83,483,612 | +$19,668,638 | +30.82% | |
| Equity Investment Corp | 1.22% | 287,617 | $62,410,113 | $81,645,838 | +$19,235,725 | +30.82% | |
| Gotham Asset Management, Llc | 0.18% | 273,279 | $59,298,810 | $77,575,710 | +$18,276,900 | +30.82% | |
| Fiera Capital Corp | 0.20% | 266,521 | $57,832,392 | $75,657,316 | +$17,824,924 | +30.82% | |
| Citadel Advisors Llc | 0.04% | 258,995 | $56,199,325 | $73,520,911 | +$17,321,586 | +30.82% | |
| Boston Trust Walden Corp | 0.42% | 242,449 | $55,782,718 | $68,823,998 | +$13,041,280 | +23.38% | |
| Storebrand Asset Management As | 0.02% | 139,499 | $54,689,802 | $39,599,581 | -$15,090,221 | -27.59% | |
| State Of Michigan Retirement System | 0.28% | 244,523 | $53,059,046 | $69,412,744 | +$16,353,698 | +30.82% | |
| Heron Bay Capital Management | 4.59% | 229,302 | $49,756,181 | $65,091,959 | +$15,335,778 | +30.82% | |
| Regents Of The University Of California | 1.73% | 226,375 | $49,121,111 | $64,261,071 | +$15,139,960 | +30.82% | |
| Yacktman Asset Management | Donald Yacktman | 0.65% | 225,874 | $49,012,399 | $64,118,852 | +$15,106,453 | +30.82% |
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.55% | 225,047 | $48,832,948 | $63,884,092 | +$15,051,144 | +30.82% |
| Vest Financial, Llc | 0.49% | 202,058 | $46,489,504 | $57,358,204 | +$10,868,700 | +23.38% | |
| Vanguard Fiduciary Trust Co | 0.01% | 209,520 | $45,463,745 | $59,476,442 | +$14,012,697 | +30.82% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | 204,596 | $44,395,286 | $58,078,667 | +$13,683,381 | +30.82% | |
| Deutsche Bank Ag\ | 0.01% | 197,314 | $42,815,165 | $56,011,525 | +$13,196,360 | +30.82% | |
| Royal Bank Of Canada | 0.01% | 190,015 | $41,231,000 | $53,939,558 | +$12,708,558 | +30.82% | |
| Mcdonald Capital Investors Inc/Ca | 2.95% | 175,541 | $40,388,473 | $49,830,824 | +$9,442,351 | +23.38% | |
| Ranmore Fund Management Ltd | 5.33% | 185,991 | $40,358,187 | $52,797,265 | +$12,439,078 | +30.82% | |
| Voloridge Investment Management, Llc | 0.14% | 159,347 | $34,576,706 | $45,233,833 | +$10,657,127 | +30.82% | |
| Royal London Asset Management Ltd | 0.07% | 153,964 | $33,408,648 | $43,705,761 | +$10,297,113 | +30.82% | |
| Everett Harris & Co | 0.43% | 152,737 | $33,142,402 | $43,357,452 | +$10,215,050 | +30.82% | |
| Raymond James Financial Inc | 0.01% | 152,029 | $32,988,728 | $43,156,472 | +$10,167,744 | +30.82% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 137,688 | $29,876,919 | $39,085,493 | +$9,208,574 | +30.82% | |
| Markel Group Inc. | 0.25% | 135,376 | $29,375,238 | $38,429,185 | +$9,053,947 | +30.82% | |
| Los Angeles Capital Management Llc | 0.12% | 135,250 | $29,347,898 | $38,393,418 | +$9,045,520 | +30.82% |
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.