Who Owns FactSet Research Systems Stock?
NYSE: FDSTechnologyComputer Software: Programming Data ProcessingUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 115.18%
- Institutions (% of float)
- 115.69%
- Held by insiders
- 0.44%
- Institutional holders
- 1,044
- Institutions 99.6%
- Insiders 0.4%
- Public and other 0.0%
Who owns FactSet Research Systems stock?
Institutional investors own about 115.2% of FactSet Research Systems's shares, spread across 1,044 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.44% of FDS.
The largest institutional holders are BAMCO Inc. (11.81%), Blackrock Inc. (8.04%) and Vanguard Capital Management LLC (6.69%). Together, the top 10 institutions control 55.9% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their FDS positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FDS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| BAMCO Inc. | 4.20M | 11.81% | +11.8% |
| Blackrock Inc. | 2.86M | 8.04% | +1.1% |
| Vanguard Capital Management LLC | 2.38M | 6.69% | -1.2% |
| State Street Corporation | 1.87M | 5.27% | -1.3% |
| Vanguard Portfolio Management LLC | 1.78M | 5.01% | -1.4% |
| AQR Capital Management, LLC | 1.68M | 4.71% | +444.9% |
| LOOMIS SAYLES & CO L P | 1.44M | 4.05% | -2.6% |
| Geode Capital Management, LLC | 1.38M | 3.88% | +20.9% |
| Ninety One UK Ltd | 1.19M | 3.34% | -0.5% |
| Morgan Stanley | 1.10M | 3.09% | +4.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FDS
| Fund | Shares | % Held |
|---|---|---|
| BARON SELECT FUNDS-Baron Partners Fund | 2.15M | 6.04% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.16M | 3.25% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 942.97K | 2.65% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 835.44K | 2.35% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 758.99K | 2.13% |
| BARON SELECT FUNDS-Baron Focused Growth Fund | 689.60K | 1.94% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | 671.18K | 1.89% |
| BARON INVESTMENT Fd.S TRT -Baron Generational Growth Fd. | 598.11K | 1.68% |
| iShares Trust-iShares Core S&P 500 ETF | 485.03K | 1.36% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 480.23K | 1.35% |
Frequently asked questions
Who is the largest shareholder of FactSet Research Systems?
BAMCO Inc. is the largest institutional shareholder of FDS, owning 11.81% of shares outstanding (4.20M shares) as of its latest 13F filing.
What percentage of FactSet Research Systems is owned by institutions?
Institutions own about 115.2% of FDS shares and 115.7% of the public float.
How much of FactSet Research Systems do insiders own?
Insiders, such as officers and directors, own about 0.44% of FDS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.