InvestorLens

FDS — FACTSET RESEARCH SYSTEMS INC - US

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying FDS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
39
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
0 congressional purchases, 4 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their FDS position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 0 congressional purchases, 4 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +4 tracked investors reported holding FDS at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −Congressional disclosures lean toward selling (4 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About FACTSET RESEARCH SYSTEMS INC - US (FDS)

FACTSET RESEARCH SYSTEMS INC - US (FDS) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $232M. Across recent filings, tracked investors recorded 5 new positions, 2 increased, 2 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in FDS

58
/100
Mixed Activity
Added / Increased7
Reduced2
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track FDS

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

FDS Ownership Composition

How FACTSET RESEARCH SYSTEMS INC - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
86% of tracked value
Institutions
4
tracked investors
Total Reported
$60.1M
combined 13F value
Types2
  • Multi-Strategy / Quant86.2%
  • Macro13.8%
Multi-Strategy / Quant(2)
86.2%
Macro(2)
13.8%

Tracked investors currently reporting FDS

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    88.5K
    Value
    $20.4M
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    136.6K
    Value
    $31.4M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    1.6K
    Value
    $368.1K
    % Portfolio
    0.00%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    34.5K
    Value
    $7.9M
    % Portfolio
    0.03%

Previously held FDS

These investors reported FDS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management91.9K$41.1MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold FDS?
4 tracked institutional investors disclosed a position in FDS (FACTSET RESEARCH SYSTEMS INC - US) in their most recent 13F filing.
Who is the largest institutional holder of FDS?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in FDS, valued at $232M.
Did institutional ownership of FDS increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 2 increased, 2 reduced, and 3 fully exited FDS.
Where does this FDS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.