FACTSET RESEARCH SYSTEMS INC FDS
$250.09
+1.8% 52w: $188.17 – $293.96
Latest 13F among current holders filed 3 days ago (Oct 29, 2026)
Price — last 12 months
research preview data188.17241.06293.96
Oct 17, 2025 Jul 2, 2026
Institutional holders
729
-72 QoQ
13F value
$8.22B
-22.6% QoQ
Smart-money holders
44
signal tier ≥ 2
New smart buyers
12
Q1 2026
Options barometer
1.6×
$88.4M calls / $55.2M puts
Institutional value by quarter
Number of holders
Who owns FDS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | Other | 3.8M | $815.1M | — | +30.0% |
| BlackRock, Inc. | Index provider | 2.8M | $613.2M | 0.0% | -6.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.4M | $522.6M | — | — |
| STATE STREET CORP | Index provider | 1.9M | $411.9M | 0.0% | -0.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.8M | $392.0M | — | — |
| LOOMIS SAYLES & CO L P | Other | 1.5M | $320.7M | — | -1.1% |
| Ninety One UK Ltd | Other | 1.2M | $259.3M | — | 0.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.1M | $247.5M | — | +7.9% |
| Invesco Ltd. | Index provider | 1.1M | $232.5M | 0.0% | +49.6% |
| MORGAN STANLEY | Bank broker | 1.1M | $227.9M | 0.0% | -6.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 842.7K | $182.9M | 0.0% | +33.6% |
| MARSHALL WACE, LLP | Quant stat arb | 790.8K | $171.6M | — | +36.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 693.2K | $150.4M | 0.0% | -41.9% |
| ProShare Advisors LLC | Index provider | 596.0K | $129.3M | — | +6.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 567.5K | $123.1M | 0.1% | -5.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 542.8K | $117.8M | 0.0% | +19.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 473.1K | $102.7M | — | +11.5% |
| PineStone Asset Management Inc. ★3 | Fundamental concentrated | 387.8K | $84.1M | — | -6.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 377.9K | $82.0M | 0.0% | +123.5% |
| UBS Group AG | Bank broker | 363.8K | $78.9M | 0.0% | +90.8% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 362.6K | $78.7M | — | -0.5% |
| NORTHERN TRUST CORP | Index provider | 347.2K | $75.3M | 0.0% | +7.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 344.9K | $74.8M | 0.1% | +43.5% |
| SHAPIRO CAPITAL MANAGEMENT LLC ★2 | Fundamental diversified | 330.5K | $71.7M | 4.5% | +39.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 307.5K | $66.7M | 0.0% | -56.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 294.1K | $63.8M | 0.0% | -7.6% |
| EQUITY INVESTMENT CORP | Other | 287.6K | $62.4M | — | New |
| Gotham Asset Management, LLC | Diversified mechanical | 273.3K | $59.3M | 0.2% | +67.2% |
| Fiera Capital Corp | Other | 266.5K | $57.8M | 0.2% | -1.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 259.0K | $56.2M | 0.0% | -70.2% |
| Boston Trust Walden Corp | Other | 255.8K | $55.5M | 0.5% | -8.7% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Other | 244.5K | $53.1M | 0.3% | +523.2% |
| Heron Bay Capital Management ★2 | Fundamental diversified | 229.3K | $49.8M | — | +190.6% |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA ★2 | Fundamental concentrated | 226.4K | $49.1M | — | +9.1% |
| YACKTMAN ASSET MANAGEMENT LP ★2 | Fundamental diversified | 225.9K | $49.0M | 0.7% | New |
| ARIEL INVESTMENTS, LLC | Other | 225.0K | $48.8M | — | +79.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 209.5K | $45.5M | — | — |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 204.6K | $44.4M | — | +25.4% |
| DEUTSCHE BANK AG\ | Bank broker | 197.3K | $42.8M | 0.0% | +34.6% |
| ROYAL BANK OF CANADA | Bank broker | 190.0K | $41.2M | 0.0% | +71.1% |
| MCDONALD CAPITAL INVESTORS INC/CA ★3 | Fundamental concentrated | 188.1K | $40.8M | — | +1.3% |
| Ranmore Fund Management Ltd ★2 | Fundamental concentrated | 186.0K | $40.4M | — | New |
| Vest Financial, LLC | Other | 182.3K | $39.5M | — | +7.1% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 159.3K | $34.6M | — | +117.9% |
| ROYAL LONDON ASSET MANAGEMENT LTD | Other | 154.0K | $33.4M | — | -3.4% |
| EVERETT HARRIS & CO /CA/ | Other | 152.7K | $33.1M | 0.4% | +5.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 152.0K | $33.0M | 0.0% | +22.8% |
| HRT FINANCIAL LP | Diversified mechanical | 146.7K | $31.8M | 0.1% | +152.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 137.7K | $29.9M | 0.0% | 0.0% |
| Markel Group Inc. ★2 | Value conviction | 135.4K | $29.4M | — | +11.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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