| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12% | -8.8% | $1,292,801,134 | -$138,528,772 | 4,455,010 | -9.7% | The Vanguard Group | 31 Dec 2025 |
| BAMCO INC /NY/ | 7.8% | +60% | $857,755,857 | +$317,640,859 | 2,888,845 | +59% | Baron Capital Group, Inc. | 31 Dec 2025 |
| BlackRock, Inc. | 7.2% | $776,897,158 | 2,677,198 | BlackRock, Inc. | 31 Dec 2025 | |||
| MORGAN STANLEY | 2.5% | -53% | $271,506,320 | -$372,059,466 | 914,409 | -58% | Morgan Stanley | 31 Dec 2025 |
As of 31 Dec 2025, 765 institutional investors reported holding 36,300,885 shares of FACTSET RESEARCH SYSTEMS INC - Common Stock (FDS). This represents 98% of the company’s total 37,084,018 outstanding shares.
The largest institutional shareholders of FACTSET RESEARCH SYSTEMS INC - Common Stock (FDS) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12% | 4,455,010 | -9.7% | 0.02% | $1,292,799,352 |
| BlackRock, Inc. | 8.2% | 3,031,884 | -11% | 0.01% | $879,822,433 |
| BAMCO INC /NY/ | 7.8% | 2,888,845 | +59% | 2.3% | $838,313,931 |
| STATE STREET CORP | 5.1% | 1,900,894 | -3.1% | 0.02% | $551,620,430 |
| LOOMIS SAYLES & CO L P | 4% | 1,495,160 | -2.4% | 0.53% | $433,880,359 |
| Ninety One UK Ltd | 3.2% | 1,194,976 | -0.99% | 0.74% | $346,770,056 |
| WELLS FARGO & COMPANY/MN | 3.2% | 1,192,872 | -11% | 0.07% | $346,159,630 |
| MORGAN STANLEY | 3% | 1,120,739 | -48% | 0.02% | $325,228,032 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.9% | 1,058,434 | -4.1% | 0.02% | $306,647,362 |
| CITADEL ADVISORS LLC | 2.3% | 868,466 | +69% | 0.17% | $252,020,148 |
| Invesco Ltd. | 1.9% | 716,486 | -9.7% | 0.03% | $207,917,076 |
| AQR CAPITAL MANAGEMENT LLC | 1.9% | 705,062 | +4547% | 0.11% | $204,601,954 |
| BANK OF AMERICA CORP /DE/ | 1.7% | 630,693 | +10% | 0.01% | $183,020,674 |
| BANK OF MONTREAL /CAN/ | 1.6% | 597,723 | +1844% | 0.07% | $173,453,281 |
| MARSHALL WACE, LLP | 1.6% | 581,409 | +491% | 0.16% | $168,719,074 |
| ProShare Advisors LLC | 1.5% | 559,500 | +37% | 0.29% | $162,361,304 |
| NORGES BANK | 1.4% | 522,045 | 0.02% | $151,492,239 | |
| GOLDMAN SACHS GROUP INC | 1.2% | 455,371 | +69% | 0.02% | $132,144,125 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1% | 424,355 | +3.4% | 0.02% | $123,143,577 |
| PineStone Asset Management Inc. | 1.1% | 412,864 | -1.6% | 0.74% | $119,809,004 |
| DIMENSIONAL FUND ADVISORS LP | 0.98% | 364,599 | +24% | 0.02% | $105,805,335 |
| Champlain Investment Partners, LLC | 0.93% | 343,281 | +16% | 1% | $99,616,713 |
| NORTHERN TRUST CORP | 0.87% | 322,408 | -20% | 0.01% | $93,559,576 |
| Bank of New York Mellon Corp | 0.86% | 318,219 | +22% | 0.02% | $92,343,787 |
| Boston Trust Walden Corp | 0.76% | 280,259 | -3.5% | 0.61% | $81,328,425 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 36,300,885 | $10,530,256,174 | -$65,958,897 | $290.19 | 765 |
| 2025 Q3 | 36,967,679 | $10,585,076,894 | +$290,998,584 | $286.49 | 762 |
| 2025 Q2 | 35,446,386 | $15,848,881,992 | -$49,171,940 | $447.28 | 827 |
| 2025 Q1 | 35,586,359 | $16,167,043,585 | -$138,952,387 | $454.64 | 814 |
| 2024 Q4 | 35,883,150 | $17,225,138,027 | -$144,333,813 | $480.28 | 836 |
| 2024 Q3 | 35,818,274 | $16,468,695,202 | +$290,143 | $459.85 | 820 |
| 2024 Q2 | 35,785,477 | $14,618,404,616 | +$360,291,084 | $408.27 | 796 |
| 2024 Q1 | 34,967,904 | $15,871,269,145 | +$119,120,983 | $454.39 | 775 |
| 2023 Q4 | 34,603,672 | $16,486,941,351 | -$38,157,033 | $477.05 | 768 |
| 2023 Q3 | 34,632,314 | $15,147,732,379 | +$187,008,660 | $437.26 | 727 |
| 2023 Q2 | 34,212,190 | $13,705,048,515 | +$209,041,809 | $400.65 | 731 |
| 2023 Q1 | 33,692,850 | $13,976,496,140 | -$11,114,654 | $415.09 | 713 |
| 2022 Q4 | 33,736,959 | $13,542,799,179 | -$169,919,049 | $401.21 | 735 |
| 2022 Q3 | 34,506,580 | $13,805,417,095 | +$158,007,683 | $400.11 | 686 |
| 2022 Q2 | 33,876,992 | $13,032,658,486 | -$33,049,543 | $384.57 | 685 |
| 2022 Q1 | 34,165,327 | $14,840,156,797 | +$74,711,152 | $434.15 | 694 |
| 2021 Q4 | 33,969,795 | $16,480,989,852 | +$429,841,791 | $486.01 | 685 |
| 2021 Q3 | 33,094,615 | $13,065,524,082 | +$65,827,348 | $394.78 | 613 |
| 2021 Q2 | 33,065,702 | $11,096,337,176 | -$143,698,315 | $335.61 | 589 |
| 2021 Q1 | 33,457,741 | $10,326,414,357 | -$236,068,001 | $308.59 | 569 |
| 2020 Q4 | 34,148,405 | $11,351,623,874 | -$161,419,707 | $332.50 | 581 |
| 2020 Q3 | 34,606,225 | $11,582,634,186 | -$353,824,168 | $334.88 | 557 |
| 2020 Q2 | 35,626,710 | $11,704,552,629 | -$57,675,046 | $328.47 | 531 |
| 2020 Q1 | 35,848,389 | $9,348,944,266 | -$339,833,844 | $260.68 | 491 |
| 2019 Q4 | 37,172,524 | $9,975,028,872 | -$117,950,280 | $268.30 | 512 |
| 2019 Q3 | 37,618,819 | $9,137,302,917 | +$56,442,586 | $242.97 | 480 |
| 2019 Q2 | 37,379,039 | $10,696,066,433 | +$412,827,002 | $286.56 | 501 |
| 2019 Q1 | 36,110,862 | $8,959,743,910 | +$268,795,160 | $248.27 | 448 |
| 2018 Q4 | 35,051,151 | $7,011,526,708 | -$64,304,468 | $200.13 | 443 |
| 2018 Q3 | 35,273,368 | $7,887,675,795 | -$16,054,359 | $223.71 | 429 |
| 2018 Q2 | 35,393,851 | $7,011,100,609 | -$77,876,435 | $198.10 | 411 |
| 2018 Q1 | 35,753,334 | $7,129,715,513 | -$209,976,337 | $199.42 | 413 |
| 2017 Q4 | 36,986,645 | $7,129,321,246 | +$17,827,940 | $192.76 | 401 |
| 2017 Q3 | 36,790,136 | $6,625,568,830 | -$16,671,725 | $180.11 | 374 |
| 2017 Q2 | 36,960,029 | $6,142,138,068 | +$75,259,776 | $166.18 | 391 |
| 2017 Q1 | 37,298,239 | $6,150,859,141 | +$480,214,863 | $164.91 | 384 |
| 2016 Q4 | 37,367,236 | $6,108,496,543 | -$127,231,270 | $163.43 | 383 |
| 2016 Q3 | 38,117,633 | $6,176,363,848 | +$8,994,195 | $162.10 | 362 |
| 2016 Q2 | 38,039,131 | $6,140,796,408 | +$48,995,035 | $161.42 | 372 |
| 2016 Q1 | 37,946,846 | $5,750,416,053 | -$53,006,952 | $151.53 | 360 |
| 2015 Q4 | 38,260,334 | $6,219,342,765 | -$164,494,217 | $162.57 | 370 |
| 2015 Q3 | 39,266,670 | $6,275,492,025 | -$3,420,605 | $159.81 | 363 |
| 2015 Q2 | 39,439,540 | $6,409,036,540 | -$2,510,175 | $162.51 | 356 |
| 2015 Q1 | 39,401,419 | $6,271,151,186 | +$4,536,757 | $159.20 | 333 |
| 2014 Q4 | 39,755,746 | $5,596,162,437 | -$249,784,341 | $140.75 | 318 |
| 2014 Q3 | 41,580,121 | $5,053,219,232 | -$110,974,388 | $121.53 | 289 |
| 2014 Q2 | 42,527,893 | $5,115,226,561 | -$67,385,206 | $120.28 | 298 |
| 2014 Q1 | 43,033,805 | $4,639,207,478 | +$60,245,575 | $107.81 | 291 |