FDS FactSet Research Systems Inc.
FactSet Research Systems Inc. (FDS) Institutional Ownership
What the institutions did with FDS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BAMCO INC /NY/ | 4.2M | 10.5% |
| BlackRock, Inc. | 2.9M | 7.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | 5.9% |
| STATE STREET CORP | 1.9M | 4.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | 4.4% |
| AQR CAPITAL MANAGEMENT LLC | 1.7M | 4.2% |
| LOOMIS SAYLES & CO L P | 1.4M | 3.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4M | 3.4% |
| Ninety One UK Ltd | 1.2M | 3.0% |
| MORGAN STANLEY | 1.1M | 2.7% |
| Invesco Ltd. | 954.4K | 2.4% |
| BANK OF AMERICA CORP /DE/ | 765.6K | 1.9% |
| ProShare Advisors LLC | 681.0K | 1.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 601.1K | 1.5% |
| GOLDMAN SACHS GROUP INC | 600.2K | 1.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 504.4K | 1.3% |
| UBS Group AG | 407.9K | 1.0% |
| MARSHALL WACE, LLP | 403.3K | 1.0% |
| WELLS FARGO & COMPANY/MN | 369.7K | 0.9% |
| NORTHERN TRUST CORP | 362.3K | 0.9% |
| Capital World Investors | 350.3K | 0.9% |
| SHAPIRO CAPITAL MANAGEMENT LLC | 348.4K | 0.9% |
| DIMENSIONAL FUND ADVISORS LP | 327.8K | 0.8% |
| Gotham Asset Management, LLC | 324.1K | 0.8% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 301.9K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | Increased | 307.5K | 1.7M | +1.4M |
| BAMCO INC /NY/ | Increased | 3.8M | 4.2M | +444.3K |
| BANK OF MONTREAL /CAN/ | Reduced | 567.5K | 177.4K | -390.1K |
| PineStone Asset Management Inc. | Sold Out | 387.8K | 0 | -387.8K |
| MARSHALL WACE, LLP | Reduced | 790.8K | 403.3K | -387.5K |
| Capital World Investors | New | 0 | 350.3K | +350.3K |
| WELLS FARGO & COMPANY/MN | Reduced | 693.2K | 369.7K | -323.5K |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | 0 | 301.9K | +301.9K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 344.9K | 86.5K | -258.4K |
| Fiera Capital Corp | Reduced | 266.5K | 21.6K | -244.9K |
| CITADEL ADVISORS LLC | Reduced | 259.0K | 15.7K | -243.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.1M | 1.4M | +238.4K |
| JANE STREET GROUP, LLC | Increased | 48.1K | 277.9K | +229.7K |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | Sold Out | 226.4K | 0 | -226.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 377.9K | 601.1K | +223.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 63.7K | 212.3K | +148.6K |
| Longaeva Partners L.P. | New | 0 | 146.7K | +146.7K |
| LSV ASSET MANAGEMENT | Increased | 4.1K | 146.7K | +142.6K |
| Invesco Ltd. | Reduced | 1.1M | 954.4K | -117.3K |
| Balyasny Asset Management L.P. | New | 0 | 99.3K | +99.3K |
| FMR LLC | Increased | 110.9K | 207.4K | +96.5K |
| ProShare Advisors LLC | Increased | 596.0K | 681.0K | +85.0K |
| Man Group plc | Reduced | 87.1K | 3.3K | -83.8K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | 135.3K | 53.5K | -81.8K |
| BANK OF AMERICA CORP /DE/ | Reduced | 842.7K | 765.6K | -77.2K |
| MILLENNIUM MANAGEMENT LLC | Increased | 58.4K | 134.0K | +75.6K |
| Capricorn Fund Managers Ltd | New | 0 | 74.5K | +74.5K |
| IEQ CAPITAL, LLC | New | 0 | 74.4K | +74.4K |
| AE Wealth Management LLC | Increased | 2.3K | 74.5K | +72.2K |
| Alyeska Investment Group, L.P. | New | 0 | 67.5K | +67.5K |
| Mariner, LLC | Increased | 26.1K | 90.7K | +64.7K |
| SEI INVESTMENTS CO | Reduced | 74.0K | 14.6K | -59.4K |
| GOLDMAN SACHS GROUP INC | Increased | 542.8K | 600.2K | +57.4K |
| Quantinno Capital Management LP | Increased | 67.0K | 123.7K | +56.7K |
| FIRST TRUST ADVISORS LP | Increased | 48.5K | 104.0K | +55.5K |
| INVESTMENT HOUSE LLC | Sold Out | 54.8K | 0 | -54.8K |
| Hiddenite Capital Partners LP | New | 0 | 53.0K | +53.0K |
| Gotham Asset Management, LLC | Increased | 273.3K | 324.1K | +50.8K |
| MORGAN STANLEY | Increased | 1.1M | 1.1M | +50.4K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 84.5K | 134.4K | +49.9K |
| Militia Capital Management LLC | Sold Out | 48.7K | 0 | -48.7K |
| UBS Group AG | Increased | 363.8K | 407.9K | +44.1K |
| Squarepoint Ops LLC | Reduced | 43.8K | 1.7K | -42.0K |
| LOOMIS SAYLES & CO L P | Reduced | 1.5M | 1.4M | -38.8K |
| Ranmore Fund Management Ltd | Increased | 186.0K | 224.0K | +38.0K |
| CITIGROUP INC | Increased | 39.0K | 75.8K | +36.7K |
| Rockefeller Capital Management L.P. | Increased | 10.8K | 47.2K | +36.5K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 362.6K | 327.8K | -34.9K |
| Bridgewater Associates, LP | New | 0 | 34.5K | +34.5K |
| Heron Bay Capital Management | Reduced | 229.3K | 196.2K | -33.1K |
| Trexquant Investment LP | Increased | 27.1K | 60.0K | +32.9K |
| BlackRock, Inc. | Increased | 2.8M | 2.9M | +32.6K |
| Cerity Partners LLC | Increased | 14.4K | 46.9K | +32.5K |
| NOMURA HOLDINGS INC | Reduced | 38.1K | 5.6K | -32.5K |
| Amundi | Reduced | 93.2K | 61.4K | -31.8K |
| Barrier Capital Management, LLC | New | 0 | 31.7K | +31.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 473.1K | 504.4K | +31.2K |
| BARCLAYS PLC | Reduced | 129.2K | 98.9K | -30.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 2.4M | 2.4M | -28.9K |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | 47.9K | 20.7K | -27.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.