Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in FDS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 4.2M | $966.5M | +11.8% | 11.812% | 1.45% |
| 2 | BlackRock, Inc. | 2.9M | $657.7M | +1.1% | 8.037% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $547.5M | -1.2% | 6.691% | 0.01% |
| 4 | STATE STREET CORP | 1.9M | $431.1M | -1.3% | 5.269% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $409.8M | -1.4% | 5.009% | 0.02% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 1.7M | $385.5M | +444.9% | 4.712% | 0.13% |
| 7 | LOOMIS SAYLES & CO L P | 1.4M | $331.1M | -2.6% | 4.047% | 0.42% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $317.3M | +20.9% | 3.882% | 0.02% |
| 9 | Ninety One UK Ltd | 1.2M | $273.6M | -0.5% | 3.344% | 0.61% |
| 10 | MORGAN STANLEY | 1.1M | $253.3M | +4.8% | 3.095% | 0.01% |
| 11 | Invesco Ltd. | 954K | $219.6M | -10.9% | 2.683% | 0.02% |
| 12 | BANK OF AMERICA CORP /DE/ | 766K | $176.1M | -9.2% | 2.152% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 697K | $160.4M | +28.4% | 1.960% | 0.01% |
| 14 | ProShare Advisors LLC | 681K | $156.7M | +14.3% | 1.915% | 0.23% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 601K | $138.3M | +59.1% | 1.690% | 0.06% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 504K | $116.0M | +6.6% | 1.418% | 0.02% |
| 17 | UBS Group AG | 408K | $93.9M | +12.0% | 1.147% | 0.01% |
| 18 | MARSHALL WACE, LLP | 403K | $92.8M | -49.0% | 1.134% | 0.07% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 395K | $90.8M | +26.1% | 1.110% | 0.01% |
| 20 | WELLS FARGO & COMPANY/MN | 370K | $85.1M | -46.7% | 1.039% | 0.01% |
| 21 | NORTHERN TRUST CORP | 362K | $83.4M | +4.3% | 1.019% | 0.01% |
| 22 | Capital World Investors | 350K | $80.6M | β | 0.985% | 0.01% |
| 23 | SHAPIRO CAPITAL MANAGEMENT LLC | 348K | $80.2M | +5.4% | 0.980% | 4.86% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 328K | $75.4M | -9.6% | 0.922% | 0.01% |
| 25 | Gotham Asset Management, LLC | 324K | $74.6M | +18.6% | 0.911% | 0.17% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FDS β a direct measure of their conviction.
Filings activity in FDS during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 774 | +6.6% | 114.06% | +5.87 pp | $9.14B | +12% |
| Q1 2026 | 726 | 6.7% | 108.19% | 35.84 pp | $8.19B | 31% |
| Q4 2025 | 778 | +2.2% | 144.03% | +38.22 pp | $11.84B | +12% |
| Q3 2025 | 761 | 8.0% | 105.81% | +4.87 pp | $10.55B | 35% |
| Q2 2025 | 827 | +1.7% | 100.94% | +0.33 pp | $16.33B | +10.0% |
| Q1 2025 | 813 | 1.0% | 100.61% | 0.23 pp | $14.85B | 6.2% |
| Q4 2024 | 821 | +2.1% | 100.84% | 0.87 pp | $15.84B | +5.2% |
| Q3 2024 | 804 | β | 101.71% | β | $15.06B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FDS stock.
Based on Q2 2026 13F filings, institutional ownership of FactSet Research Systems Inc. stands at 114.1%, held across 774 reporting institutions.
BAMCO INC /NY/ is the largest reported institutional holder of FDS, with approximately 4,200,856 shares worth $0.97B as of Q2 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of FDS, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for FDS is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
132 institutions opened new positions in FDS during Q2 2026, while 92 fully exited. 468 added to existing positions and 150 trimmed.
FDS institutional ownership rose by 5.87 percentage points quarter-over-quarter, with a net change of +48 holders.
The top 10 institutions account for 50.0% of all reported 13F value in FDS, and the top 25 account for 68.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
FactSet Research Systems Inc. (FDS) Institutional Ownership