Factset Research Systems Inc (FDS) — Institutional Holders Breakdown (Q2 2026)

FDS ranks #686 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

FDS is a top-conviction position for Ranmore Fund Management Ltd — at 5.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in FDS belongs to Bamco Inc /ny/, but the position matters far more to Ranmore Fund Management Ltd, who has 5.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Ninety One UK Ltd has added to its FDS position for two straight quarters, increasing it by $50.7M to reach $310.0M today.

CoreCap Advisors, LLC has trimmed its FDS position for two straight quarters, cutting it by $28.4K while still holding $77.7K.

FDS is up 0.5% today, and institutions have been net buyers of $2.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

FDS posted net income of $566.0M over the trailing twelve months, and currently trades at a P/E of 20.6.

• Profitable — net income of $566.0M over the trailing twelve months
• Revenue grew 6.6% year over year
• Net income improved year over year, from $532.9M to $566.0M
• Generated $726.3M in positive operating cash flow
• Current ratio of 1.40x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.97x equity — within a conventional range