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 September 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 |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 1.4M | 16.3% |
| Ninety One UK Ltd | 1.1M | 13.5% |
| ProShare Advisors LLC | 682.0K | 8.0% |
| DIMENSIONAL FUND ADVISORS LP | 483.8K | 5.7% |
| Boston Trust Walden Corp | 308.3K | 3.6% |
| Bank of New York Mellon Corp | 304.6K | 3.6% |
| BARCLAYS PLC | 260.3K | 3.1% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 253.5K | 3.0% |
| EQUITY INVESTMENT CORP | 232.0K | 2.7% |
| YACKTMAN ASSET MANAGEMENT LP | 229.9K | 2.7% |
| Vest Financial, LLC | 199.8K | 2.4% |
| DEUTSCHE BANK AG\ | 173.2K | 2.0% |
| EVERETT HARRIS & CO /CA/ | 162.4K | 1.9% |
| MCDONALD CAPITAL INVESTORS INC/CA | 151.5K | 1.8% |
| LSV ASSET MANAGEMENT | 148.8K | 1.7% |
| Markel Group Inc. | 135.4K | 1.6% |
| Fiera Capital Corp | 134.5K | 1.6% |
| Ninety One North America, Inc. | 79.5K | 0.9% |
| CITIGROUP INC | 75.6K | 0.9% |
| Capricorn Fund Managers Ltd | 72.0K | 0.8% |
| Creative Planning | 67.3K | 0.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 65.5K | 0.8% |
| Amundi | 59.1K | 0.7% |
| Willis Investment Counsel | 55.8K | 0.7% |
| Hiddenite Capital Partners LP | 54.0K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Ranmore Fund Management Ltd | Sold Out | 224.0K | 0 | -224.0K |
| BARCLAYS PLC | Increased | 98.9K | 260.3K | +161.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 327.8K | 483.8K | +156.1K |
| Fiera Capital Corp | Increased | 21.6K | 134.5K | +112.8K |
| Boston Trust Walden Corp | Increased | 242.4K | 308.3K | +65.8K |
| EQUITY INVESTMENT CORP | Reduced | 285.2K | 232.0K | -53.2K |
| Ninety One UK Ltd | Reduced | 1.2M | 1.1M | -40.7K |
| ALPS ADVISORS INC | New | 0 | 39.6K | +39.6K |
| MCDONALD CAPITAL INVESTORS INC/CA | Reduced | 175.5K | 151.5K | -24.1K |
| Harel Insurance Investments & Financial Services Ltd. | Reduced | 22.6K | 6 | -22.6K |
| Ahara Advisors LLC | Reduced | 23.7K | 2.0K | -21.8K |
| Procyon Advisors, LLC | Increased | 1.0K | 19.0K | +18.0K |
| GATEWAY INVESTMENT ADVISERS LLC | Reduced | 33.9K | 16.8K | -17.1K |
| Allspring Global Investments Holdings, LLC | Increased | 6.5K | 22.0K | +15.5K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 51.6K | 36.5K | -15.1K |
| DEUTSCHE BANK AG\ | Reduced | 187.4K | 173.2K | -14.2K |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Reduced | 265.4K | 253.5K | -11.9K |
| Savant Capital, LLC | Increased | 2.3K | 13.5K | +11.2K |
| NATIXIS | Sold Out | 10.9K | 0 | -10.9K |
| LRZ CAPITAL LLC | New | 0 | 10.0K | +10.0K |
| IMC-Chicago, LLC | Sold Out | 9.8K | 0 | -9.8K |
| DekaBank Deutsche Girozentrale | Reduced | 9.8K | 297 | -9.5K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.4M | 1.4M | +9.2K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | New | 0 | 9.0K | +9.0K |
| Legacy Financial Strategies, LLC | New | 0 | 8.2K | +8.2K |
| Creative Planning | Increased | 60.4K | 67.3K | +6.9K |
| Bank of New York Mellon Corp | Increased | 298.1K | 304.6K | +6.5K |
| Cardinal Capital Management | New | 0 | 6.1K | +6.1K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | Sold Out | 6.0K | 0 | -6.0K |
| Skylands Capital, LLC | Sold Out | 5.3K | 0 | -5.3K |
| Ninety One North America, Inc. | Reduced | 84.8K | 79.5K | -5.2K |
| Jefferies Financial Group Inc. | Sold Out | 5.1K | 0 | -5.1K |
| Willis Investment Counsel | Increased | 51.0K | 55.8K | +4.8K |
| Western Financial Corp/CA | New | 0 | 4.6K | +4.6K |
| ASSETMARK, INC | Increased | 222 | 4.6K | +4.4K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | New | 0 | 4.1K | +4.1K |
| LPL Financial LLC | Reduced | 38.5K | 34.9K | -3.5K |
| Oak Thistle LLC | Reduced | 4.7K | 1.3K | -3.4K |
| GHP Investment Advisors, Inc. | Increased | 33.2K | 36.4K | +3.2K |
| MATTERN CAPITAL MANAGEMENT, LLC | Reduced | 46.8K | 43.8K | -3.1K |
| CAPITAL MANAGEMENT CORP /VA | Reduced | 46.3K | 43.4K | -2.9K |
| BANYAN CAPITAL MANAGEMENT, INC. | Increased | 34.3K | 37.1K | +2.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | New | 0 | 2.8K | +2.8K |
| Assenagon Asset Management S.A. | Increased | 32.9K | 35.5K | +2.6K |
| United Asset Strategies, Inc. | New | 0 | 2.6K | +2.6K |
| Henshaw Capital LLC | Sold Out | 2.5K | 0 | -2.5K |
| OPPENHEIMER & CO INC | Sold Out | 2.5K | 0 | -2.5K |
| Capricorn Fund Managers Ltd | Reduced | 74.5K | 72.0K | -2.5K |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | Reduced | 10.4K | 8.0K | -2.4K |
| Amundi | Reduced | 61.4K | 59.1K | -2.4K |
| AZZAD ASSET MANAGEMENT INC /ADV | Reduced | 11.0K | 8.7K | -2.3K |
| Florida Trust Wealth Management Co | Reduced | 3.3K | 1.1K | -2.3K |
| Birch Capital Management, LLC | Increased | 23.7K | 26.0K | +2.2K |
| Vest Financial, LLC | Reduced | 202.1K | 199.8K | -2.2K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 5.1K | 2.9K | -2.2K |
| Curated Wealth Partners LLC | New | 0 | 2.2K | +2.2K |
| Running Oak Capital LLC | Increased | 43.9K | 46.1K | +2.2K |
| TECTONIC ADVISORS LLC | New | 0 | 2.2K | +2.2K |
| Moran Wealth Management, LLC | Increased | 33.5K | 35.6K | +2.1K |
| Csenge Advisory Group | New | 0 | 2.1K | +2.1K |
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.