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FactSet Research Systems Inc. (FDS) institutional ownership

Latest close $255.79 Jul 20, 2026
Market cap$8.5B 52-week range SectorFinancial Services
Funds holding · Q1 2026
776
reported FDS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $332M
363 buyers · 413 sellers

FactSet Research Systems Inc. (FDS) price and institutional activity

Dates

Q1 2026

$1.4B bought by 363 investors
Bamco Inc$203MInvesco Ltd.$83M +361 more
$1.1B sold by 413 investors
Citadel Advisors LLC-$142MNorges-$122M +411 more
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Bought Sold Totals per quarter; hover a bar for the names.

FactSet Research Systems Inc. (FDS) institutional activity · 776

Investor Type Est. change Change Δ Own Date
Bamco Inc · Added +$203M
Change +868K Date Q1 2026
Bamco Inc Added· Q1 2026 +$203M +868K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −$142M −609K −70.2% Q1 2026
Norges · Exited −$122M
Change −522K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$122M −522K −100.0% Q1 2026
Wells Fargo & Company · Reduced −$117M
Change −500K Date Q1 2026
Wells Fargo & Company Reduced· Q1 2026 −$117M −500K Q1 2026
AQR Capital Management LLC · Reduced −$93M
Change −398K Date Q1 2026
AQR Capital Management LLC Reduced· Q1 2026 −$93M −398K Q1 2026
Invesco Ltd. · Added +$83M
Change +355K Δ Own +49.6% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +$83M +355K +49.6% Q1 2026
Champlain Investment Partners, LLC · Exited −$80M
Change −343K Δ Own −100.0% Date Q1 2026
Champlain Investment Partners, LLC Exited· Q1 2026 −$80M −343K −100.0% Q1 2026
Equity Investment Corp · New +$67M
Change +288K Date Q1 2026
Equity Investment Corp New· Q1 2026 +$67M +288K Q1 2026
Yacktman Asset Management LP · New +$53M
Change +226K Date Q1 2026
Yacktman Asset Management LP New· Q1 2026 +$53M +226K Q1 2026
Bank of America Corp · Added +$50M
Change +212K Date Q1 2026
Bank of America Corp Added· Q1 2026 +$50M +212K Q1 2026
Marshall Wace, LLP · Added +$49M
Change +209K Date Q1 2026
Marshall Wace, LLP Added· Q1 2026 +$49M +209K Q1 2026
Arrowstreet Capital, Limited Partnership · Added +$49M
Change +209K Date Q1 2026
Arrowstreet Capital, Limited Partnership Added· Q1 2026 +$49M +209K Q1 2026
BlackRock · Reduced −$48M
Change −206K Date Q1 2026
BlackRock Reduced· Q1 2026 −$48M −206K Q1 2026
State of Michigan Retirement System · Added +$48M
Change +205K Date Q1 2026
State of Michigan Retirement System Added· Q1 2026 +$48M +205K Q1 2026
Ranmore Fund Management Ltd · New +$43M
Change +186K Date Q1 2026
Ranmore Fund Management Ltd New· Q1 2026 +$43M +186K Q1 2026
Data through Q1 2026 · filed Jun 11, 2026
15 of 776

Famous investor activity in FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Warren Joshua · CFO 2 operations 11K
Owned 9K Trade date May 1, 2026 Filed date May 5, 2026
Warren Joshua CFO 2 operations 11K 9K May 1, 2026 May 5, 2026
Moskoff Gregory T. · Officer Tax withholding or exercise payment (F) -$668
Price $222.62 Qty -3 Owned 183 Trade date Feb 3, 2026 Filed date Feb 17, 2026
Moskoff Gregory T. Officer Tax withholding or exercise payment (F) $222.62 -3 -$668 183 Feb 3, 2026 Feb 17, 2026
Moskoff Gregory T. · Officer Tax withholding or exercise payment (F) -$1K
Price $254.36 Qty -4 Owned 186 Trade date Feb 1, 2026 Filed date Feb 17, 2026
Moskoff Gregory T. Officer Tax withholding or exercise payment (F) $254.36 -4 -$1K 186 Feb 1, 2026 Feb 17, 2026
Hylton Laurie G. · Director 2 operations 2K
Owned 1K Trade date Jan 15, 2026 Filed date Jan 20, 2026
Hylton Laurie G. Director 2 operations 2K 1K Jan 15, 2026 Jan 20, 2026
Shavel Lee · Director 2 operations 2K
Owned 1K Trade date Jan 15, 2026 Filed date Jan 20, 2026
Shavel Lee Director 2 operations 2K 1K Jan 15, 2026 Jan 20, 2026
Wiesel Shlomo Elisha · Director 2 operations 2K
Owned 1K Trade date Jan 15, 2026 Filed date Jan 20, 2026
Wiesel Shlomo Elisha Director 2 operations 2K 1K Jan 15, 2026 Jan 20, 2026
Choy Siew Kai · Director 2 operations 2K
Owned 1K Trade date Jan 15, 2026 Filed date Jan 20, 2026
Choy Siew Kai Director 2 operations 2K 1K Jan 15, 2026 Jan 20, 2026
Tejada Maria Teresa · Director 2 operations 2K
Owned 1K Trade date Jan 15, 2026 Filed date Jan 20, 2026
Tejada Maria Teresa Director 2 operations 2K 1K Jan 15, 2026 Jan 20, 2026
Eilam Barak · Director 2 operations 2K
Owned 1K Trade date Jan 15, 2026 Filed date Jan 20, 2026
Eilam Barak Director 2 operations 2K 1K Jan 15, 2026 Jan 20, 2026
Abrams Robin Ann · Director 2 operations 2K
Owned 1K Trade date Jan 15, 2026 Filed date Jan 20, 2026
Abrams Robin Ann Director 2 operations 2K 1K Jan 15, 2026 Jan 20, 2026
Siegel Laurie · Director 2 operations 2K
Owned 2K Trade date Jan 15, 2026 Filed date Jan 20, 2026
Siegel Laurie Director 2 operations 2K 2K Jan 15, 2026 Jan 20, 2026
Frank Malcolm · Director 2 operations 2K
Owned 2K Trade date Jan 15, 2026 Filed date Jan 20, 2026
Frank Malcolm Director 2 operations 2K 2K Jan 15, 2026 Jan 20, 2026
Frank Malcolm · Director 2 operations −$761K
Price $295.02–$296.17 Qty −3K Owned 879 Trade date Jan 12, 2026 Filed date Jan 14, 2026
Frank Malcolm Director 2 operations $295.02–$296.17 −3K −$761K 879 Jan 12, 2026 Jan 14, 2026
Frank Malcolm · Director 2 operations 0
Price $207.88 Owned 0 Trade date Jan 12, 2026 Filed date Jan 14, 2026
Frank Malcolm Director 2 operations $207.88 0 0 Jan 12, 2026 Jan 14, 2026
Siegel Laurie · Director 2 operations −$762K
Price $296.12–$296.67 Qty −3K Owned 1K Trade date Jan 8, 2026 Filed date Jan 12, 2026
Siegel Laurie Director 2 operations $296.12–$296.67 −3K −$762K 1K Jan 8, 2026 Jan 12, 2026
15 of 58
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FactSet Research Systems Inc. (FDS) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 4.6M
% of shares outstanding 12.0% Filing date Feb 13, 2024
Vanguard Group Inc 4.6M 12.0% Feb 13, 2024
BlackRock Inc. 3.5M
% of shares outstanding 9.1% Filing date Jan 24, 2024
BlackRock Inc. 3.5M 9.1% Jan 24, 2024
Vanguard Capital Management 2.7M
% of shares outstanding 7.4% Filing date Apr 29, 2026
Vanguard Capital Management 2.7M 7.4% Apr 29, 2026
Bamco Inc 2.6M
% of shares outstanding 6.8% Filing date Feb 14, 2024
Bamco Inc 2.6M 6.8% Feb 14, 2024
State Street Corp 1.9M
% of shares outstanding 5.1% Filing date Oct 16, 2024
State Street Corp 1.9M 5.1% Oct 16, 2024
Loomis Sayles & Co L P 1.8M
% of shares outstanding 4.6% Filing date Feb 13, 2023
Loomis Sayles & Co L P 1.8M 4.6% Feb 13, 2023
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FactSet Research Systems Inc. (FDS) ownership FAQ

Who owns FDS?

776 reporting institutions disclosed FDS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.