FactSet Research Systems Inc. (FDS) Ownership
FDS ownership summary
as of October 18, 2026- Institutions
- 115.6% of shares outstanding
- Insiders
- 0.37% of shares outstanding
- Shares outstanding
- 35.6M
- Float
- 35.3M shares available to trade
- Short interest
- 10.28% 3.2M shares short
- Days to cover
- 3.54 short interest down 28.9% vs prior month
- Institutions 115.57%
- Insiders 0.37%
FDS top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BAMCO Inc | 11.81% | 4.2M | $1.27B | +444,269 (+11.8%) | June 30, 2026 |
| 2 | BlackRock Inc | 8.04% | 2.9M | $862.3M | +32,566 (+1.2%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 6.69% | 2.4M | $717.9M | −28,945 (−1.2%) | June 30, 2026 |
| 4 | State Street Corp | 5.27% | 1.9M | $565.3M | −24,534 (−1.3%) | June 30, 2026 |
| 5 | Vanguard Portfolio Management, LLC | 5.01% | 1.8M | $537.4M | −25,368 (−1.4%) | June 30, 2026 |
| 6 | AQR Capital Management LLC | 4.71% | 1.7M | $505.5M | +1.4M (+444.9%) | June 30, 2026 |
| 7 | Loomis, Sayles & Company LP | 4.05% | 1.4M | $434.2M | −38,754 (−2.6%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 3.88% | 1.4M | $416.5M | +238,365 (+20.9%) | June 30, 2026 |
| 9 | Ninety One UK Limited | 3.34% | 1.2M | $358.8M | −5,756 (−0.5%) | June 30, 2026 |
| 10 | Morgan Stanley - Brokerage Accounts | 3.09% | 1.1M | $332.1M | +50,394 (+4.8%) | June 30, 2026 |
| 11 | Amvescap Plc. | 2.68% | 954K | $287.9M | −117,252 (−10.9%) | June 30, 2026 |
| 12 | Bank of America Corp | 2.15% | 766K | $230.9M | −77,151 (−9.2%) | June 30, 2026 |
| 13 | ProShare Advisors LLC | 1.91% | 681K | $205.4M | +85,035 (+14.3%) | June 30, 2026 |
| 14 | Arrowstreet Capital Limited Partnership | 1.69% | 601K | $181.3M | +223,210 (+59.1%) | June 30, 2026 |
| 15 | The Goldman Sachs Group Inc | 1.69% | 600K | $181.1M | +57,402 (+10.6%) | June 30, 2026 |
| 16 | Charles Schwab Investment Management Inc | 1.42% | 504K | $152.1M | +31,221 (+6.6%) | June 30, 2026 |
| 17 | UBS Group AG | 1.15% | 408K | $123.1M | +44,099 (+12.1%) | June 30, 2026 |
| 18 | Marshall Wace Asset Management Ltd | 1.13% | 403K | $121.7M | −387,517 (−49.0%) | June 30, 2026 |
| 19 | Wells Fargo & Co | 1.04% | 370K | $111.5M | −323,513 (−46.7%) | June 30, 2026 |
| 20 | Northern Trust Corp | 1.02% | 362K | $109.3M | +15,109 (+4.4%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 2.6M shares and 9 cut 1.0M.
FDS top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Baron Partners Retail | 5.94% | 2.1M | $637.3M | −36,366 (−1.7%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.26% | 1.2M | $349.6M | −1,292 (−0.1%) | August 31, 2026 |
| 3 | Vanguard 500 Index Investor | 2.63% | 935K | $282.0M | −32,691 (−3.4%) | September 30, 2026 |
| 4 | Vanguard Small Cap Index | 2.25% | 801K | $241.6M | −37,482 (−4.5%) | September 30, 2026 |
| 5 | Invesco S&P 500® Equal Weight ETF | 1.97% | 701K | $211.4M | −1,425 (−0.2%) | September 30, 2026 |
| 6 | ProShares S&P 500 Dividend Aristocrats | 1.89% | 671K | $202.4M | — | September 30, 2026 |
| 7 | Baron Focused Growth Retail | 1.77% | 630K | $189.9M | −60,052 (−8.7%) | September 30, 2026 |
| 8 | Baron Generational Growth Retail | 1.38% | 492K | $148.5M | −105,904 (−17.7%) | September 30, 2026 |
| 9 | American Funds SMALLCAP World A | 1.38% | 491K | $148.1M | +150,000 (+44.0%) | September 30, 2026 |
| 10 | iShares Core S&P 500 ETF | 1.33% | 474K | $143.1M | −777 (−0.2%) | September 30, 2026 |
| 11 | Fidelity 500 Index | 1.33% | 473K | $142.7M | +1,816 (+0.4%) | August 31, 2026 |
| 12 | Ninety One GSF Glb Frchs I Acc USD | 1.31% | 465K | $140.3M | — | June 30, 2026 |
| 13 | Vanguard MStar Small Cap Growth Indx Inv | 1.25% | 445K | $134.3M | −35,972 (−7.5%) | September 30, 2026 |
| 14 | State Street® SPDR® S&P 500® ETF | 1.23% | 437K | $131.7M | — | September 30, 2026 |
| 15 | Loomis Sayles Growth Y | 1.01% | 359K | $108.2M | −7,727 (−2.1%) | August 31, 2026 |
| 16 | State Street® SPDR® S&P® Dividend ETF | 0.88% | 312K | $94.0M | — | September 30, 2026 |
| 17 | FullerThaler Behavioral Sm-Cp Eq R6 | 0.81% | 288K | $86.9M | +287,910 (0.0%) | June 30, 2026 |
| 18 | State Street®FinSelSectSPDR®ETF | 0.68% | 241K | $72.7M | −1,573 (−0.6%) | September 30, 2026 |
| 19 | Ranmore Global Equity Investor USD | 0.63% | 224K | $67.6M | — | June 30, 2026 |
| 20 | Vanguard Dividend Appreciation ETF | 0.57% | 201K | $60.7M | −5,013 (−2.4%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
FDS insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-31 | Shelley Moore Capito | Sell | $216.73 | — | — |
| 2026-03-26 | Shelley Moore Capito | Sell | $195.87 | — | — |
| 2026-03-25 | Shelley Moore Capito | Sell | $194.01 | — | — |
| 2026-03-23 | Ro Khanna | Buy | $208.38 | — | — |
| 2026-03-13 | Gilbert Ray Cisneros, Jr. | Buy | $205.69 | — | — |
| 2026-02-17 | Ro Khanna | Sell | $189.86 | — | — |
| 2026-02-05 | Ro Khanna | Sell | $209.55 | — | — |
| 2026-02-03 | Ro Khanna | Buy | $222.57 | — | — |
| 2026-01-29 | Ro Khanna | Buy | $252.19 | — | — |
| 2026-01-12 | Malcolm Frank | Sell | $295.70 | 2,572 | $760,540 |
| 2026-01-08 | Laurie Siegel | Sell | $296.25 | 2,572 | $761,955 |
| 2025-11-18 | Gilbert Ray Cisneros, Jr. | Buy | $272.18 | — | — |
| 2025-11-10 | Ro Khanna | Buy | $265.17 | — | — |
| 2025-11-06 | Goran Skoko | Buy | $252.93 | 500 | $126,465 |
| 2025-11-06 | Ro Khanna | Buy | $253.16 | — | — |
| 2025-11-03 | Ro Khanna | Sell | $264.42 | — | — |
| 2025-10-30 | Ro Khanna | Buy | $268.57 | — | — |
| 2025-10-29 | Ro Khanna | Buy | $266.80 | — | — |
| 2025-10-27 | Ro Khanna | Buy | $290.30 | — | — |
| 2025-10-21 | Ro Khanna | Buy | $294.36 | — | — |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
FDS shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns FDS
Institutional investors own 115.6% of FactSet's shares and insiders 0.37%. The largest holder is BAMCO Inc with 11.81% of the shares (4.2M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 9 reduced their stake in the latest filings. Short interest is 10.28% of the float, or 3.54 days of average trading volume. The share count fell 11.2% since 2014.
Related: FDS analyst forecast, FDS key metrics, FDS dividend history. See the FDS stock overview for the latest quote and news.
FDS ownership FAQ
Who owns the most FactSet stock?
The largest shareholders of FactSet are BAMCO Inc (11.81%), BlackRock Inc (8.04%), Vanguard Capital Management, LLC (6.69%), State Street Corp (5.27%), Vanguard Portfolio Management, LLC (5.01%).
What percentage of FactSet is owned by institutions?
Institutions hold 115.6% of FactSet's shares outstanding; insiders hold 0.37%.
Which funds own FactSet?
The largest fund holders of FactSet are Baron Partners Retail (5.94%), Vanguard MStar Total Stk Mkt Idx Invest (3.26%), Vanguard 500 Index Investor (2.63%), Vanguard Small Cap Index (2.25%), Invesco S&P 500® Equal Weight ETF (1.97%).
What is FactSet's short interest?
3.2M shares of FactSet were sold short, 10.28% of the float; at the average daily volume it would take 3.54 days to cover.
Are insiders buying or selling FactSet?
Of the latest 20 reported insider transactions in FactSet (since October 21, 2025), 12 were purchases and 8 were sales.
How many shares of FactSet are outstanding?
FactSet has 35.6M shares outstanding, of which 35.3M are in the public float.