Who owns FDS?
Institutional ownership of FactSet Research Systems Inc. from Form 13F, Q2 2026
764 institutional managers reported holding FactSet Research Systems Inc. (FDS) in Form 13F filings for Q2 2026, with 40,113,868 shares worth $9.2B. The largest reported holder was Bamco Inc. Managers that filed both quarters added a net 2,299,203 shares (+6.1%). 134 opened new positions and 88 sold out.
- Funds holding
- 764
- Value held
- $9.2B
- New / sold out
- 134 / 88
- Net shares, same filers
- +6.1%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of FDS
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Bamco Inc | $967M | 10.5% | 4,200,856 | Added |
| BlackRock, Inc. | $658M | 7.1% | 2,858,389 | Added |
| Vanguard Capital Management LLC | $548M | 5.9% | 2,379,691 | Trimmed |
| State Street Corp | $431M | 4.7% | 1,873,867 | Trimmed |
| Vanguard Portfolio Management LLC | $410M | 4.4% | 1,781,324 | Trimmed |
| AQR Capital Management LLC | $386M | 4.2% | 1,675,700 | Added |
| Loomis Sayles & Co L P | $331M | 3.6% | 1,439,274 | Trimmed |
| Geode Capital Management, LLC | $317M | 3.4% | 1,380,700 | Added |
| Ninety One UK Ltd | $274M | 3.0% | 1,189,240 | Trimmed |
| Morgan Stanley | $253M | 2.7% | 1,100,714 | Added |
| Invesco Ltd. | $220M | 2.4% | 954,411 | Trimmed |
| Bank of America Corp | $176M | 1.9% | 765,564 | Trimmed |
| ProShare Advisors LLC | $157M | 1.7% | 681,037 | Added |
| Arrowstreet Capital, Limited Partnership | $138M | 1.5% | 601,136 | Added |
| Goldman Sachs Group Inc | $138M | 1.5% | 600,225 | Added |
| Charles Schwab Investment Management Inc | $116M | 1.3% | 504,351 | Added |
| UBS Group AG | $93.9M | 1.0% | 407,914 | Added |
| Marshall Wace, LLP | $92.8M | 1.0% | 403,312 | Trimmed |
| Wells Fargo & Company | $85.1M | 0.9% | 369,718 | Trimmed |
| Northern Trust Corp | $83.4M | 0.9% | 362,277 | Added |
| Capital World Investors | $80.6M | 0.9% | 350,319 | New |
| Shapiro Capital Management LLC | $80.2M | 0.9% | 348,359 | Added |
| Dimensional Fund Advisors LP | $75.4M | 0.8% | 327,779 | Trimmed |
| Gotham Asset Management, LLC | $74.6M | 0.8% | 324,096 | Added |
| Fuller & Thaler Asset Management, Inc. | $69.5M | 0.8% | 301,875 | New |
Share of 13F holdings is each fund's shares as a share of the 40,113,868 FDS shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- AQR Capital Management LLC Added+$315M
- Bamco Inc Added+$102M
- Capital World Investors New+$80.6M
- Fuller & Thaler Asset Management, Inc. New+$69.5M
- Geode Capital Management, LLC Added+$54.8M
- Jane Street Group, LLC Added+$52.9M
- Arrowstreet Capital, Limited Partnership Added+$51.4M
- Norges Bank New+$47.9M
- Susquehanna International Group, LLP Added+$34.2M
- Longaeva Partners L.P. New+$33.8M
Biggest sellers in Q2 2026
- Bank of Montreal Trimmed-$89.8M
- Marshall Wace, LLP Trimmed-$89.2M
- PineStone Asset Management Inc. Sold out-$84.1M
- Wells Fargo & Company Trimmed-$74.4M
- Two Sigma Investments, LP Trimmed-$59.5M
- Fiera Capital Corp Trimmed-$56.3M
- Citadel Advisors LLC Trimmed-$56.0M
- Regents of the University of California Sold out-$49.1M
- Invesco Ltd. Trimmed-$27.0M
- Man Group plc Trimmed-$19.3M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $1.5B and sold $910M; 265 added and 241 trimmed.
Schedule 13D and 13G filings on FDS
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-08-07MORGAN STANLEY SCHEDULE 13G filed by FactSet Research Systems Inc.Schedule 13G
Questions about FDS ownership
- Who owns FDS stock?
- 764 institutional investment managers reported FDS positions in their Form 13F filings for Q2 2026, holding 40,113,868 shares worth $9.2B in total. Bamco Inc reported the largest position.
- Are funds buying or selling FDS?
- In Q2 2026, 134 managers opened new FDS positions, 265 added, 241 trimmed and 88 sold out. Managers that filed in both quarters added a net 2,299,203 shares.
- How current is this FDS institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FDS by CUSIP. Options are left out. FDS news and filings · FDS insider trades · Top funds