Factset Research Systems Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | 05/15/2026 | 3.76 M | $815.14 M | 30.04% | 10.17% |
| BLACKROCK, INC. | 05/13/2026 | 2.83 M | $613.18 M | -6.80% | 7.65% |
| 05/15/2026 | 2.41 M | $522.65 M | 100.00% | 6.52% | |
| STATE STREET CORP | 05/15/2026 | 1.90 M | $411.93 M | -0.13% | 5.14% |
| 05/08/2026 | 1.81 M | $392.03 M | 100.00% | 4.89% | |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 1.48 M | $320.72 M | -1.15% | 4.00% |
| NINETY ONE UK LTD | 04/24/2026 | 1.19 M | $259.30 M | 0.00% | 3.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.14 M | $247.50 M | 7.93% | 3.09% |
| INVESCO LTD. | 05/12/2026 | 1.07 M | $232.54 M | 49.57% | 2.90% |
| MORGAN STANLEY | 05/15/2026 | 1.05 M | $227.91 M | -6.28% | 2.84% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 842.72 K | $182.86 M | 33.62% | 2.28% |
| MARSHALL WACE, LLP | 05/15/2026 | 790.83 K | $171.60 M | 36.02% | 2.14% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 693.23 K | $150.42 M | -41.89% | 1.88% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 596.00 K | $129.33 M | 6.52% | 1.61% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 567.47 K | $123.13 M | -5.06% | 1.54% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 542.82 K | $117.79 M | 19.18% | 1.47% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 473.13 K | $102.66 M | 11.49% | 1.28% |
| STONEPINE ASSET MANAGEMENT INC. | 05/01/2026 | 387.78 K | $84.15 M | -6.07% | 1.05% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 377.93 K | $82.01 M | 123.49% | 1.02% |
| UBS GROUP AG | 05/05/2026 | 363.82 K | $78.94 M | 90.82% | 0.99% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 362.64 K | $78.66 M | -0.54% | 0.98% |
| NORTHERN TRUST CORP | 05/14/2026 | 347.17 K | $75.33 M | 7.68% | 0.94% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 344.89 K | $74.84 M | 43.54% | 0.93% |
| SHAPIRO CAPITAL MANAGEMENT LLC | 05/15/2026 | 330.54 K | $71.72 M | 38.96% | 0.90% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 307.54 K | $66.73 M | -56.38% | 0.83% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 294.09 K | $63.81 M | -7.58% | 0.80% |
| EQUITY INVESTMENT CORP | 05/04/2026 | 287.62 K | $62.41 M | 100.00% | 0.78% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 273.28 K | $59.30 M | 67.16% | 0.74% |
| FIERA CAPITAL CORP | 05/12/2026 | 266.52 K | $57.83 M | -1.84% | 0.72% |
| CITADEL ADVISORS LLC | 05/15/2026 | 259.00 K | $56.20 M | -70.18% | 0.70% |
| BOSTON TRUST WALDEN CORP | 04/24/2026 | 255.80 K | $55.51 M | -8.73% | 0.69% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 05/04/2026 | 244.52 K | $53.06 M | 523.23% | 0.66% |
| HERON BAY CAPITAL MANAGEMENT | 05/13/2026 | 229.30 K | $49.76 M | 190.57% | 0.62% |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 05/28/2026 | 226.38 K | $49.12 M | 118.16% | 0.61% |
| YACKTMAN ASSET MANAGEMENT LP | 05/01/2026 | 225.87 K | $49.01 M | 100.00% | 0.61% |
| ARIEL INVESTMENTS, LLC | 05/14/2026 | 225.05 K | $48.83 M | 79.41% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 209.52 K | $45.46 M | 100.00% | 0.57% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 204.60 K | $44.40 M | 25.38% | 0.55% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 197.31 K | $42.82 M | 34.64% | 0.53% |
| ROYAL BANK OF CANADA | 05/15/2026 | 190.02 K | $41.23 M | 71.13% | 0.51% |
| MCDONALD CAPITAL INVESTORS INC/CA | 05/04/2026 | 188.14 K | $40.82 M | 1.29% | 0.51% |
| RANMORE FUND MANAGEMENT LTD | 05/11/2026 | 185.99 K | $40.36 M | 100.00% | 0.50% |
| CBOE VEST FINANCIAL, LLC | 04/24/2026 | 182.26 K | $39.55 M | 7.12% | 0.49% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 159.35 K | $34.58 M | 117.94% | 0.43% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 05/01/2026 | 153.96 K | $33.41 M | -3.37% | 0.42% |
| EVERETT HARRIS & CO /CA/ | 05/11/2026 | 152.74 K | $33.14 M | 5.06% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 152.03 K | $32.99 M | 22.79% | 0.41% |
| HRT FINANCIAL LP | 05/14/2026 | 146.65 K | $31.82 M | 152.52% | 0.40% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 137.69 K | $29.88 M | 0.03% | 0.37% |
| MARKEL GROUP INC. | 05/01/2026 | 135.38 K | $29.38 M | 11.08% | 0.37% |
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Factset Research Systems Inc. institutional Ownership - FAQ's
During the previous two years, 1131 institutional investors and hedge funds held shares of Factset Research Systems Inc.. The most heavily invested institutionals were:
BAMCO INC /NY/: 3.76 M
BlackRock, Inc.: 2.83 M
STATE STREET CORP: 1.9 M
LOOMIS SAYLES & CO L P: 1.48 M
Ninety One UK Ltd: 1.19 M
GEODE CAPITAL MANAGEMENT, LLC: 1.14 M
102.42% of Factset Research Systems Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 50.89 M shares in the last 24 months. This purchase volume represents approximately $11.25 B in transactions.