AI summary pending
View Full Filing (SEC EDGAR)Factset Research Systems Inc
$305.44-2.6%
+$2.5B
Net Activity
+32.28% total shares
Institutions Holding
774
Popularity Rank
#686
Avg Weight
0.13%
Total Value
$9.5B
Market Cap
$11.7B
774 institutions currently hold FDS, with 419 net buyers and 340 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
340
Net Buying Institutions
419
Top 5 by Value
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Across its top 20 institutional holders, FDS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 39/100).
FDS ranks #686 out of 37501 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.
Arrowstreet Capital, Limited Partnership has added to its FDS position for two straight quarters, increasing it by $89.2M to reach $138.3M today.
Ken Griffin has trimmed its FDS position for two straight quarters, cutting it by $264.9M while still holding $20.4M.
FDS is down 2.6% today, but institutions show net buying of $2.5B this quarter — a divergence between today's price move and the underlying institutional flow.
FDS posted net income of $566.0M over the trailing twelve months, and currently trades at a P/E of 20.7.
+$1.9B
Total Buy Value
$995.0M
Total Sell Value
419
Net Buyers
340
Net Sellers
FDS
Q2 2026
Top 5 Institutional Movers
+$318.8M
+$151.4M
-$84.1M
-$82.3M
Institutional accumulation dwarfs negligible insider selling
Signal Basis
13F filings show institutions net purchased approximately $2.49B, with 419 net buyers exceeding 339 net sellers and 140 new positions initiated. Insider selling over the trailing 90 days totaled just $1.52M across 4 transactions with a confidence score of 0.0, making it negligible relative to institutional flows.
Confirmation
Sustained institutional net accumulation in the next 13F quarter or the emergence of an insider cluster-buying signal would further confirm the bullish outlook.
Invalidation Risk
A meaningful escalation in insider selling volume or a reversal to institutional net distribution in the next 13F filing would invalidate this view.
AI-assisted, sourced directly from institutional holders' SEC EDGAR Form 13F filings, covering historical data only. Should not be the sole basis for any trade.
See the institutional 13F filings behind this signalFDS does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Frank Malcolm | 2026-01-12 | $308K |
| Sell | Frank Malcolm | 2026-01-12 | $452K |
| Sell | SIEGEL LAURIE | 2026-01-08 | $588K |
| Sell | SIEGEL LAURIE | 2026-01-08 | $174K |
| Buy | Skoko Goran | 2025-11-06 | $126K |
| Buy | Shan Helen L. | 2025-10-06 | $102K |
| Sell | Eilam Barak | 2025-10-03 | $283 |
| Buy | McLoughlin Christopher | 2025-09-23 | $99K |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Sell (Full) | Shelley M Capito Senate | 2026-03-31 | $1K–$15K |
| Sell (Partial) | Shelley M Capito Senate | 2026-03-26 | $1K–$15K |
| Sell (Partial) | Shelley M Capito Senate | 2026-03-25 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-05-03 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-05-03 | $1K–$15K |
| Sell (Partial) | Shelley M Capito Senate | 2023-08-02 | $1K–$15K |
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| BAMCO INC /NY/ | 13G/A | 2026-08-14 | 11.8% |
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)FactSet Research Systems Inc. announced its financial results for the three months ended May 31, 2026, in a press release issued on July 1, 2026. The press release was furnished as Exhibit 99.1 to this Form 8-K and is not incorporated by reference into other SEC filings.
View Full Filing (SEC EDGAR)303075105
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