Factset Research Systems Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | 08/14/2026 | 4.20 M | $966.53 M | 11.83% | 11.41% |
| BLACKROCK, INC. | 08/07/2026 | 2.86 M | $657.66 M | 1.15% | 7.76% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.38 M | $547.52 M | -1.20% | 6.46% |
| STATE STREET CORP | 08/07/2026 | 1.87 M | $431.14 M | -1.29% | 5.09% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.78 M | $409.85 M | -1.40% | 4.84% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.68 M | $385.55 M | 444.87% | 4.55% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 1.44 M | $331.15 M | -2.62% | 3.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.38 M | $317.27 M | 20.87% | 3.75% |
| NINETY ONE UK LTD | 07/16/2026 | 1.19 M | $273.62 M | -0.48% | 3.23% |
| MORGAN STANLEY | 08/13/2026 | 1.10 M | $253.25 M | 4.80% | 2.99% |
| INVESCO LTD. | 08/14/2026 | 954.41 K | $219.59 M | -10.94% | 2.59% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 765.56 K | $176.14 M | -9.16% | 2.08% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 681.04 K | $156.69 M | 14.27% | 1.85% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 601.14 K | $138.31 M | 59.06% | 1.63% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 600.23 K | $138.10 M | 10.57% | 1.63% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 504.35 K | $116.04 M | 6.60% | 1.37% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 504.35 K | $116.04 M | 100.00% | 1.37% |
| UBS GROUP AG | 08/13/2026 | 407.91 K | $93.85 M | 12.12% | 1.11% |
| MARSHALL WACE, LLP | 08/13/2026 | 403.31 K | $92.79 M | -49.00% | 1.10% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 369.72 K | $85.06 M | -46.67% | 1.00% |
| NORTHERN TRUST CORP | 08/13/2026 | 362.28 K | $83.35 M | 4.35% | 0.98% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 350.32 K | $80.60 M | 100.00% | 0.95% |
| SHAPIRO CAPITAL MANAGEMENT LLC | 08/06/2026 | 348.36 K | $80.15 M | 5.39% | 0.95% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 327.78 K | $75.42 M | -9.61% | 0.89% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 324.10 K | $74.57 M | 18.60% | 0.88% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 301.88 K | $69.46 M | 100.00% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 298.10 K | $68.59 M | 1.36% | 0.81% |
| EQUITY INVESTMENT CORP | 08/07/2026 | 285.23 K | $65.63 M | -0.83% | 0.77% |
| JANE STREET GROUP, LLC | 08/14/2026 | 277.86 K | $63.93 M | 477.27% | 0.75% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 07/30/2026 | 265.43 K | $61.07 M | 8.55% | 0.72% |
| BOSTON TRUST WALDEN CORP | 07/24/2026 | 242.45 K | $55.78 M | -5.22% | 0.66% |
| ARIEL INVESTMENTS, LLC | 08/14/2026 | 234.10 K | $53.86 M | 4.02% | 0.64% |
| YACKTMAN ASSET MANAGEMENT LP | 08/11/2026 | 229.62 K | $52.83 M | 1.66% | 0.62% |
| RANMORE FUND MANAGEMENT LTD | 07/31/2026 | 223.99 K | $51.54 M | 20.43% | 0.61% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 212.34 K | $48.86 M | 233.19% | 0.58% |
| NORGES BANK | 08/12/2026 | 208.31 K | $47.93 M | 100.00% | 0.57% |
| FMR LLC | 08/13/2026 | 207.40 K | $47.72 M | 86.98% | 0.56% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 204.57 K | $47.07 M | -2.36% | 0.56% |
| CBOE VEST FINANCIAL, LLC | 07/24/2026 | 202.06 K | $46.49 M | 10.86% | 0.55% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 198.30 K | $45.62 M | -3.08% | 0.54% |
| HERON BAY CAPITAL MANAGEMENT | 08/11/2026 | 196.18 K | $45.14 M | -14.45% | 0.53% |
| ROYAL BANK OF CANADA | 08/14/2026 | 191.61 K | $44.09 M | 0.84% | 0.52% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 187.40 K | $43.12 M | -5.02% | 0.51% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 177.35 K | $40.81 M | -68.75% | 0.48% |
| MCDONALD CAPITAL INVESTORS INC/CA | 07/29/2026 | 175.54 K | $40.39 M | -6.70% | 0.48% |
| EVERETT HARRIS & CO /CA/ | 08/03/2026 | 160.59 K | $36.95 M | 5.14% | 0.44% |
| NOMURA ASSET MANAGEMENT CO LTD | 08/13/2026 | 155.62 K | $35.81 M | 15.20% | 0.42% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 08/13/2026 | 149.64 K | $34.43 M | -2.81% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 148.73 K | $34.22 M | -2.17% | 0.40% |
| LONGAEVA PARTNERS L.P. | 08/14/2026 | 146.73 K | $33.76 M | 100.00% | 0.40% |
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Factset Research Systems Inc. institutional Ownership - FAQ's
During the previous two years, 1160 institutional investors and hedge funds held shares of Factset Research Systems Inc.. The most heavily invested institutionals were:
BAMCO INC /NY/: 4.2 M
BlackRock, Inc.: 2.86 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.38 M
STATE STREET CORP: 1.87 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 1.78 M
AQR CAPITAL MANAGEMENT LLC: 1.68 M
110.43% of Factset Research Systems Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 57.61 M shares in the last 24 months. This purchase volume represents approximately $12.73 B in transactions.