Who owns FactSet Research Systems (FDS)
Which tracked institutional funds hold FDS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FDS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
201 tracked funds added or opened FDS while 119 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FDS’s largest tracked holder by dollar value, BAMCO INC /NY/, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FDS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 718 tracked filers holding FDS, 391 increased or opened the position and 367 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FDS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 48
- Capital World Investors$81M
- FULLER & THALER ASSET MANAGEMENT, INC.$69M
- Longaeva Partners L.P.$34M
- BALYASNY ASSET MANAGEMENT L.P.$23M
- Capricorn Fund Managers Ltd$17M
- IEQ CAPITAL, LLC$17M
Full exits 59
- PineStone Asset Management Inc.$84M
- REGENTS OF THE UNIVERSITY OF CALIFORNIA$49M
- HRT FINANCIAL LP$32M
- HighTower Advisors, LLC$26M
- Amundi$20M
- NATIXIS ADVISORS, LLC$18M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$319M
- BlackRock, Inc.$202M
- BAMCO INC /NY/$151M
- GEODE CAPITAL MANAGEMENT, LLC$70M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$56M
- JANE STREET GROUP, LLC$53M
Largest trims
- BANK OF MONTREAL /CAN/$82M
- MARSHALL WACE, LLP$79M
- WELLS FARGO & COMPANY/MN$65M
- TWO SIGMA INVESTMENTS, LP$55M
- Fiera Capital Corp$53M
- CITADEL ADVISORS LLC$53M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BAMCO INC /NY/ added | 4,200,856 | $967M | 11.7% | 2026-Q2 |
| BlackRock, Inc. added | 2,858,389 | $658M | 7.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,379,691 | $548M | 6.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,873,867 | $431M | 5.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,781,324 | $410M | 4.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,675,700 | $386M | 4.7% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 1,439,274 | $331M | 4.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,380,700 | $317M | 3.8% | 2026-Q2 |
| Ninety One UK Ltd trimmed | 1,189,240 | $274M | 3.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,100,714 | $253M | 3.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 954,411 | $220M | 2.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 765,564 | $176M | 2.1% | 2026-Q2 |
| ProShare Advisors LLC added | 681,037 | $157M | 1.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 601,136 | $138M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 600,225 | $138M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 504,351 | $116M | 1.4% | 2026-Q2 |
| UBS Group AG added | 407,914 | $94M | 1.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 403,312 | $93M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 369,718 | $85M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 362,277 | $83M | 1.0% | 2026-Q2 |
| Capital World Investors new | 350,319 | $81M | 1.0% | 2026-Q2 |
| SHAPIRO CAPITAL MANAGEMENT LLC added | 348,359 | $80M | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 327,779 | $75M | 0.9% | 2026-Q2 |
| Gotham Asset Management, LLC added | 324,096 | $75M | 0.9% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. new | 301,875 | $69M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 298,101 | $69M | 0.8% | 2026-Q2 |
| EQUITY INVESTMENT CORP trimmed | 285,233 | $66M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 277,855 | $64M | 0.8% | 2026-Q2 |
| STATE OF MICHIGAN RETIREMENT SYSTEM added | 265,428 | $61M | 0.7% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 242,449 | $56M | 0.7% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC added | 234,096 | $54M | 0.6% | 2026-Q2 |
| YACKTMAN ASSET MANAGEMENT LP added | 229,620 | $53M | 0.6% | 2026-Q2 |
| Ranmore Fund Management Ltd added | 223,991 | $52M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 212,342 | $49M | 0.6% | 2026-Q2 |
| NORGES BANK added | 208,310 | $48M | 0.6% | 2026-Q2 |
| FMR LLC added | 207,400 | $48M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 204,568 | $47M | 0.6% | 2026-Q2 |
| Vest Financial, LLC added | 202,058 | $46M | 0.6% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 198,297 | $46M | 0.6% | 2026-Q2 |
| Heron Bay Capital Management trimmed | 196,176 | $45M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 191,613 | $44M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 187,400 | $43M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 177,354 | $41M | 0.5% | 2026-Q2 |
| MCDONALD CAPITAL INVESTORS INC/CA trimmed | 175,541 | $40M | 0.5% | 2026-Q2 |
| EVERETT HARRIS & CO /CA/ added | 160,592 | $37M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 155,621 | $36M | 0.4% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 149,640 | $34M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 148,732 | $34M | 0.4% | 2026-Q2 |
| Longaeva Partners L.P. new | 146,725 | $34M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 144,428 | $33M | 0.4% | 2026-Q2 |
| Markel Group Inc. | 135,376 | $31M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 134,437 | $31M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 134,039 | $31M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 124,649 | $29M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 123,669 | $28M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 117,804 | $27M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 117,632 | $28M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 103,988 | $24M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 99,341 | $23M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 98,906 | $23M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 92,107 | $21M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 90,711 | $21M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 87,108 | $20M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 86,499 | $20M | 0.2% | 2026-Q2 |
| Ninety One North America, Inc. trimmed | 84,770 | $20M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 77,559 | $18M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 75,765 | $17M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 74,939 | $17M | 0.2% | 2026-Q2 |
| Distillate Capital Partners LLC added | 74,654 | $17M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 74,546 | $17M | 0.2% | 2026-Q2 |
| Capricorn Fund Managers Ltd new | 74,500 | $17M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 74,386 | $17M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 73,160 | $17M | 0.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 67,534 | $16M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 66,554 | $15M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 65,443 | $15M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 65,071 | $15M | 0.2% | 2026-Q2 |
| Sone Capital Management, LLC trimmed | 64,630 | $15M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 63,478 | $15M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 62,914 | $14M | 0.2% | 2026-Q2 |
| Creative Planning added | 60,404 | $14M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 60,013 | $14M | 0.2% | 2026-Q2 |
| EARNEST PARTNERS LLC added | 58,865 | $14M | 0.2% | 2026-Q2 |
| MONIMUS CAPITAL MANAGEMENT, LP added | 57,192 | $13M | 0.2% | 2026-Q2 |
| INVESTMENT HOUSE LLC | 54,789 | $12M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 54,704 | $13M | 0.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 54,429 | $13M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 53,485 | $12M | 0.1% | 2026-Q2 |
| Hiddenite Capital Partners LP new | 53,000 | $12M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 51,556 | $12M | 0.1% | 2026-Q2 |
| Financial Strategies Group, Inc. trimmed | 51,249 | $13M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 51,067 | $12M | 0.1% | 2026-Q2 |
| Willis Investment Counsel added | 51,021 | $12M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 47,231 | $11M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 46,932 | $11M | 0.1% | 2026-Q2 |
| MATTERN CAPITAL MANAGEMENT, LLC added | 46,828 | $11M | 0.1% | 2026-Q2 |
| CAPITAL MANAGEMENT CORP /VA added | 46,286 | $11M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 45,489 | $10M | 0.1% | 2026-Q2 |
| SAYBROOK CAPITAL /NC trimmed | 45,159 | $10M | 0.1% | 2026-Q2 |
| Running Oak Capital LLC trimmed | 43,929 | $10M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.