Guru Ownership Trend
Guru Analysis for FactSet Research Systems Inc. (FDS)
FactSet Research Systems Inc. (FDS), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $704.81 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $339.25 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 444.9%. Conversely, Chuck Royce reduced exposure by 3.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for FactSet Research Systems Inc. (FDS)
Major holders include Cliff Asness ($385.55 M), Joel Greenblatt ($74.57 M), John Rogers ($53.86 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.48 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $339.25 M, with 6 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited FDS. The total reported sell value was $511,928.
Yes, 3 managers opened new positions in FDS, and 3 increased their existing holdings. The total reported buy value was $339.76 M.
