Ranked by reported Q1 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/ | 3.8M | $815.1M | +30.0% | 10.136% | 2.46% |
| 2 | BlackRock, Inc. | 2.8M | $613.2M | -6.8% | 7.624% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $522.6M | — | 6.499% | 0.01% |
| 4 | STATE STREET CORP | 1.9M | $411.9M | -0.1% | 5.122% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $392.0M | — | 4.875% | 0.02% |
| 6 | LOOMIS SAYLES & CO L P | 1.5M | $320.7M | -1.1% | 3.988% | 0.43% |
| 7 | Ninety One UK Ltd | 1.2M | $259.3M | 0.0% | 3.224% | 0.60% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $247.5M | +7.9% | 3.082% | 0.02% |
| 9 | Invesco Ltd. | 1.1M | $232.5M | +49.6% | 2.892% | 0.04% |
| 10 | MORGAN STANLEY | 1.1M | $227.9M | -6.3% | 2.834% | 0.01% |
| 11 | BANK OF AMERICA CORP /DE/ | 843K | $182.9M | +33.6% | 2.274% | 0.01% |
| 12 | MARSHALL WACE, LLP | 791K | $171.6M | +36.0% | 2.134% | 0.19% |
| 13 | WELLS FARGO & COMPANY/MN | 693K | $150.4M | -41.9% | 1.870% | 0.03% |
| 14 | ProShare Advisors LLC | 596K | $129.3M | +6.5% | 1.608% | 0.19% |
| 15 | BANK OF MONTREAL /CAN/ | 567K | $123.1M | -5.1% | 1.531% | 0.05% |
| 16 | GOLDMAN SACHS GROUP INC | 543K | $117.8M | +19.2% | 1.465% | 0.01% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 473K | $102.7M | +11.5% | 1.277% | 0.02% |
| 18 | CITADEL ADVISORS LLC | 395K | $85.7M | -59.8% | 1.066% | 0.04% |
| 19 | PineStone Asset Management Inc. | 388K | $84.1M | -6.1% | 1.046% | 0.59% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 378K | $82.0M | +123.5% | 1.020% | 0.04% |
| 21 | UBS Group AG | 364K | $79.1M | +91.1% | 0.983% | 0.01% |
| 22 | DIMENSIONAL FUND ADVISORS LP | 363K | $78.7M | -0.5% | 0.978% | 0.02% |
| 23 | NORTHERN TRUST CORP | 347K | $75.3M | +7.7% | 0.937% | 0.01% |
| 24 | TWO SIGMA INVESTMENTS, LP | 345K | $74.8M | +43.5% | 0.931% | 0.06% |
| 25 | SHAPIRO CAPITAL MANAGEMENT LLC | 331K | $71.7M | +39.0% | 0.892% | 4.48% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FDS — a direct measure of their conviction.
Filings activity in FDS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 704 | 9.2% | 90.61% | 41.66 pp | $8.10B | 31% |
| Q4 2025 | 775 | +2.8% | 132.27% | +14.87 pp | $11.82B | +13% |
| Q3 2025 | 754 | 8.8% | 117.40% | 65.34 pp | $10.49B | 36% |
| Q2 2025 | 827 | +1.7% | 182.74% | +16.57 pp | $16.33B | +10.0% |
| Q1 2025 | 813 | 1.0% | 166.17% | 11.04 pp | $14.85B | 6.2% |
| Q4 2024 | 821 | +2.1% | 177.21% | +8.69 pp | $15.84B | +5.2% |
| Q3 2024 | 804 | +2.0% | 168.52% | +14.41 pp | $15.06B | +9.4% |
| Q2 2024 | 788 | — | 154.11% | — | $13.77B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FDS stock.
Based on Q1 2026 13F filings, institutional ownership of FactSet Research Systems Inc. stands at 90.6%, held across 704 reporting institutions.
BAMCO INC /NY/ is the largest reported institutional holder of FDS, with approximately 3,756,587 shares worth $0.82B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of FDS, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for FDS is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
118 institutions opened new positions in FDS during Q1 2026, while 189 fully exited. 125 added to existing positions and 458 trimmed.
FDS institutional ownership fell by 41.66 percentage points quarter-over-quarter, with a net change of -71 holders.
The top 10 institutions account for 49.9% of all reported 13F value in FDS, and the top 25 account for 69.8%.
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