Who owns FACTSET RESEARCH SYSTEMS INC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FDS from SEC Form 13F filings across 764 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 764 institutions disclosed 40.1M shares of FACTSET RESEARCH SYSTEMS INC worth $9.22B — about 111% of shares outstanding; the largest disclosed holder is BAMCO INC /NY/. Source: SEC Form 13F filings, parsed by EvidInvest.
764
13F holders
$9.22B
value, 2026 filers
111%
of shares outstanding (40.1M sh)
149
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FDS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 4.2M | $966.5M | 1.5% | 11.6% | +11.8% |
| 2 | BlackRock, Inc. | 2.9M | $657.7M | 0.0% | 7.9% | +1.2% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $547.5M | 0.0% | 6.6% | -1.2% |
| 4 | STATE STREET CORP | 1.9M | $431.1M | 0.0% | 5.2% | -1.3% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $409.8M | 0.0% | 4.9% | -1.4% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 1.7M | $385.5M | 0.1% | 4.6% | +444.9% |
| 7 | LOOMIS SAYLES & CO L P | 1.4M | $331.1M | 0.4% | 4% | -2.6% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $317.3M | 0.0% | 3.8% | +20.9% |
| 9 | Ninety One UK Ltd | 1.2M | $273.6M | 0.6% | 3.3% | -0.5% |
| 10 | MORGAN STANLEY | 1.1M | $253.3M | 0.0% | 3% | +4.8% |
| 11 | Invesco Ltd. | 954,411 | $219.6M | 0.0% | 2.6% | -10.9% |
| 12 | BANK OF AMERICA CORP /DE/ | 765,564 | $176.1M | 0.0% | 2.1% | -9.2% |
| 13 | ProShare Advisors LLC | 681,037 | $156.7M | 0.2% | 1.9% | +14.3% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 601,136 | $138.3M | 0.1% | 1.7% | +59.1% |
| 15 | GOLDMAN SACHS GROUP INC | 600,225 | $138.1M | 0.0% | 1.7% | +10.6% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 504,351 | $116.0M | 0.0% | 1.4% | +6.6% |
| 17 | UBS Group AG | 407,914 | $93.9M | 0.0% | 1.1% | +12.1% |
| 18 | MARSHALL WACE, LLP | 403,312 | $92.8M | 0.1% | 1.1% | -49.0% |
| 19 | WELLS FARGO & COMPANY/MN | 369,718 | $85.1M | 0.0% | 1% | -46.7% |
| 20 | NORTHERN TRUST CORP | 362,277 | $83.4M | 0.0% | 1% | +4.4% |
| 21 | Capital World InvestorsNEW | 350,319 | $80.6M | 0.0% | 1% | new |
| 22 | SHAPIRO CAPITAL MANAGEMENT LLC | 348,359 | $80.2M | 4.9% | 1% | +5.4% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 327,779 | $75.4M | 0.0% | 0.9% | -9.6% |
| 24 | Gotham Asset Management, LLC | 324,096 | $74.6M | 0.2% | 0.9% | +18.6% |
| 25 | FULLER & THALER ASSET MANAGEMENT, INC.NEW | 301,875 | $69.5M | 0.2% | 0.8% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.