Ownership

Who owns FACTSET RESEARCH SYSTEMS INC, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

BAMCO INC /NY/, Baron Capital Group, Inc., Baron Capital Management, Inc. August 14, 2026

BAMCO INC /NY/: 10.5% · 3,721,445 shares — Baron Capital Group, Inc.: 11.8% · 4,200,856 shares — Baron Capital Management, Inc.: 1.4% · 479,411 shares

View filing (SCHEDULE 13G/A) Amendment #22

Vanguard Capital Management April 29, 2026

Vanguard Capital Management: 7.4% · 2,735,013 shares

View filing (SCHEDULE 13G)

3 more 5% stakes behind a free account

See every investor who has disclosed crossing 5% of FACTSET RESEARCH SYSTEMS INC.

Super investors holding FDS

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of FACTSET RESEARCH SYSTEMS INC they hold. Together these 1004 managers report 129.76% of shares outstanding.

Investor	Position value	Shares	% of their portfolio	% of company	As of
VANGUARD GROUP INC	$1.29B	4,455,010	0.02%	12.53%	December 31, 2025
BAMCO INC /NY/	$967M	4,200,856	1.45%	11.81%	June 30, 2026

1,002 more institutional holders behind a free account

See every manager reporting FACTSET RESEARCH SYSTEMS INC, how much of the company they hold, and how big the position is inside their own portfolio.

Funds holding FDS

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together the 500 largest funds we checked hold 51.40% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund	Position value	% of net assets	% of company	As of
Baron Partners Fund	$494M	2.74%	6.04%	June 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND	$266M	0.01%	3.25%	June 30, 2026

498 more funds behind a free account

See every fund holding FACTSET RESEARCH SYSTEMS INC and what share of its net assets the position represents.