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FDS · Factset Research Systems Inc

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$284.12 +18.22 (+6.85%)
Market Cap
$9.46B
Shares
35.57M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 733
Total Value: $7,932,350,665
Total Shares: 36,402,724
Showing 1–100 of 749 holdings by value · page 1 of 8

Institutional Ownership Trend

26 quarters

Superinvestors Holding FDS

All superinvestors →
Joel Greenblatt $59,298,810 Stephen Yacktman $49,012,399 Thomas Gayner $29,375,238

Holder Concentration

Across 727 13F filers
Top Holder
10.3%
Jun 2023 → Mar 2026 · range 10.3% – 13.5%
of institutional value
Top 5
33.8%
Jun 2023 → Mar 2026 · range 33.8% – 41.2%
of institutional value
Top 10
48.3%
Jun 2023 → Mar 2026 · range 48.3% – 58.8%
of institutional value
HHI
331
Jun 2023 → Mar 2026 · range 331 – 474
Broadly held
Showing 100 of 749
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Large BAMCO INC /NY/ $815,141,813 10.28% 3,756,587
Mega BlackRock, Inc. $613,175,323 7.73% 2,825,823
Mega VANGUARD CAPITAL MANAGEMENT LLC $522,649,925 6.59% 2,408,636
Mega STATE STREET CORP $411,934,032 5.19% 1,898,401
Large LOOMIS SAYLES & CO L P $320,717,295 4.04% 1,478,028
Large Ninety One UK Ltd $273,620,339 3.45% 1,189,240
Mega GEODE CAPITAL MANAGEMENT, LLC $247,875,271 3.12% 1,142,335
Mega Invesco Ltd. $232,540,151 2.93% 1,071,663
Mega MORGAN STANLEY $227,908,928 2.87% 1,050,320
Mega BANK OF AMERICA CORP /DE/ Bank $182,860,724 2.31% 842,715
Large MARSHALL WACE, LLP $171,601,984 2.16% 790,829
Mega WELLS FARGO & COMPANY/MN $150,424,191 1.90% 693,231
Large ProShare Advisors LLC $129,326,473 1.63% 596,002
Mega BANK OF MONTREAL /CAN/ Bank $123,134,443 1.55% 567,466
Mega GOLDMAN SACHS GROUP INC $117,787,161 1.48% 542,823
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $102,664,478 1.29% 473,130
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $82,006,162 1.03% 377,926
Mega UBS Group AG $78,944,215 1.00% 363,815
Mega DIMENSIONAL FUND ADVISORS LP $78,689,686 0.99% 362,642
Mega NORTHERN TRUST CORP Bank $75,331,981 0.95% 347,168
Mega TWO SIGMA INVESTMENTS, LP $74,837,464 0.94% 344,889
Mid SHAPIRO CAPITAL MANAGEMENT LLC $71,724,091 0.90% 330,541
Mega AQR CAPITAL MANAGEMENT LLC $66,733,533 0.84% 307,542
Mega Bank of New York Mellon Corp Bank $63,814,796 0.80% 294,091
Mid EQUITY INVESTMENT CORP $62,410,012 0.79% 287,617
Large Gotham Asset Management, LLC $59,298,810 0.75% 273,279
Large Fiera Capital Corp $57,832,391 0.73% 266,521
Mega CITADEL ADVISORS LLC $56,199,324 0.71% 258,995
Large Boston Trust Walden Corp $55,782,664 0.70% 242,449
Large STATE OF MICHIGAN RETIREMENT SYSTEM Pension $53,059,045 0.67% 244,523
Mid Heron Bay Capital Management $49,756,240 0.63% 229,302
Mid REGENTS OF THE UNIVERSITY OF CALIFORNIA Endowment $49,121,111 0.62% 226,375
Mid YACKTMAN ASSET MANAGEMENT LP $49,012,399 0.62% 225,874
Mid ARIEL INVESTMENTS, LLC $48,832,948 0.62% 225,047
Mid Vest Financial, LLC $46,489,504 0.59% 202,058
Mega VANGUARD FIDUCIARY TRUST CO Bank $45,463,744 0.57% 209,520
Large Connor, Clark & Lunn Investment Management Ltd. $44,395,286 0.56% 204,596
Mega DEUTSCHE BANK AG\ Bank $42,815,160 0.54% 197,314
Mega ROYAL BANK OF CANADA Bank $41,231,350 0.52% 190,015
Mid MCDONALD CAPITAL INVESTORS INC/CA $40,824,715 0.51% 188,141
Small Ranmore Fund Management Ltd $40,358,187 0.51% 185,991
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $34,576,705 0.44% 159,347
Large ROYAL LONDON ASSET MANAGEMENT LTD $33,408,648 0.42% 153,964
Mid EVERETT HARRIS & CO /CA/ $33,142,401 0.42% 152,737
Mega RAYMOND JAMES FINANCIAL INC $32,988,771 0.42% 152,029
Large HRT FINANCIAL LP $31,822,017 0.40% 146,652
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $29,876,915 0.38% 137,688
Large Markel Group Inc. $29,375,238 0.37% 135,376
Large LOS ANGELES CAPITAL MANAGEMENT LLC $29,347,897 0.37% 135,250
Large NOMURA ASSET MANAGEMENT CO LTD $29,311,660 0.37% 135,083
Mega Nuveen, LLC $28,448,472 0.36% 131,105
Mega BARCLAYS PLC $28,024,257 0.35% 129,150
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $27,492,633 0.35% 126,700
Mega JPMORGAN CHASE & CO $26,701,047 0.34% 123,052
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $26,602,974 0.34% 122,600
Large HighTower Advisors, LLC $25,781,666 0.33% 118,815
Mega FMR LLC $24,069,179 0.30% 110,923
Mega CITADEL ADVISORS LLC $21,069,729 0.27% 97,100
Mega Amundi $20,226,939 0.25% 93,216
Mega ENVESTNET ASSET MANAGEMENT INC $19,809,451 0.25% 91,292
Mid Ninety One North America, Inc. $19,503,881 0.25% 84,770
Mega HSBC HOLDINGS PLC $19,481,578 0.25% 89,781
Large Man Group plc $18,910,026 0.24% 87,147
Mega RHUMBLINE ADVISERS $18,710,396 0.24% 86,227
Mega BNP PARIBAS ARBITRAGE, SA $18,345,419 0.23% 84,545
Large NATIXIS ADVISORS, LLC $17,714,845 0.22% 81,639
Mid Capricorn Fund Managers Ltd $17,140,960 0.22% 74,500
Mega Vanguard Global Advisers, LLC $17,130,492 0.22% 78,946
Mega Legal & General Group Plc $16,800,666 0.21% 77,426
Large GW&K Investment Management, LLC $16,239,965 0.20% 74,842
Large SEI INVESTMENTS CO $16,057,042 0.20% 73,999
Mega California Public Employees Retirement System Pension $15,972,633 0.20% 73,610
Mega Swiss National Bank Bank $15,918,386 0.20% 73,360
Mid Distillate Capital Partners LLC $15,807,504 0.20% 72,849
Large SG Americas Securities, LLC Broker-Dealer $15,388,930 0.19% 70,920
Large Quantinno Capital Management LP $14,528,131 0.18% 66,953
Mega AMERIPRISE FINANCIAL INC $14,525,960 0.18% 66,943
Mid Sone Capital Management, LLC $14,462,817 0.18% 66,652
Mid ROYCE & ASSOCIATES LP $14,134,511 0.18% 65,139
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $13,828,772 0.17% 63,730
Large Universal- Beteiligungs- und Servicegesellschaft mbH $13,578,149 0.17% 62,575
Mega Mitsubishi UFJ Asset Management Co., Ltd. $12,771,163 0.16% 58,856
Mega MILLENNIUM MANAGEMENT LLC $12,681,546 0.16% 58,443
Mid INVESTMENT HOUSE LLC $12,605,853 0.16% 54,789
Mega PRICE T ROWE ASSOCIATES INC /MD/ $11,883,891 0.15% 54,767
Mega LPL Financial LLC $11,669,722 0.15% 53,780
Small Running Oak Capital LLC $11,546,471 0.15% 53,212
Small Financial Strategies Group, Inc. $11,538,009 0.15% 53,173
Small MONIMUS CAPITAL MANAGEMENT, LP $11,390,239 0.14% 52,492
Large WESTWOOD HOLDINGS GROUP INC $11,381,125 0.14% 52,450
Small MATTERN CAPITAL MANAGEMENT, LLC $10,774,186 0.14% 46,828
Mega FIRST TRUST ADVISORS LP $10,514,684 0.13% 48,457
Small SAYBROOK CAPITAL /NC $10,480,400 0.13% 48,299
Mega JANE STREET GROUP, LLC $10,444,378 0.13% 48,133
Large CAPITAL FUND MANAGEMENT S.A. $10,397,292 0.13% 47,916
Mega PRINCIPAL FINANCIAL GROUP INC $9,809,900 0.12% 45,209
Large STIFEL FINANCIAL CORP $9,809,680 0.12% 45,208
Large Squarepoint Ops LLC $9,498,954 0.12% 43,776
Mid SYSTEMATIC FINANCIAL MANAGEMENT LP $9,436,677 0.12% 43,489
Mid AMERICAN CAPITAL MANAGEMENT INC $9,332,305 0.12% 43,008
Key facts CIK 1013237 CUSIP 303075105 13F (30d) 224 filings 198 filers Visit website Investor relations

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