Exploring FactSet Research Systems Inc. (FDS) Investor Profile: Who’s Buying and Why?

Exploring FactSet Research Systems Inc. (FDS) Investor Profile: Who’s Buying and Why?

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Who Invests in FactSet Research Systems Inc. (FDS) and Why?

Key Investor Types and Investment Profile

As of Q4 2023, the investor breakdown for this financial research company reveals the following institutional ownership profile:

Investor Category Percentage Ownership
Institutional Investors 92.4%
Mutual Funds 47.3%
Hedge Funds 15.6%
Retail Investors 7.6%

Top Institutional Investors

  • Vanguard Group Inc: 10.2% ownership
  • BlackRock Inc: 8.7% ownership
  • State Street Corporation: 6.5% ownership
  • Capital World Investors: 5.3% ownership

Investment Motivations

Key investment drivers include:

  • Consistent Revenue Growth: 9.2% annual revenue increase
  • Profit Margin: 26.3% net profit margin
  • Return on Equity: 32.1%

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-Term Hold 68.5%
Value Investing 22.3%
Short-Term Trading 9.2%

Financial Performance Metrics

  • Stock Price: $495.12 (as of January 2024)
  • Market Capitalization: $23.4 billion
  • Price-to-Earnings Ratio: 44.6



Institutional Ownership and Major Shareholders of FactSet Research Systems Inc. (FDS)

Key Investor Types and Investment Profile

As of Q4 2023, the investor breakdown for this financial research company reveals the following institutional ownership profile:

Investor Category Percentage Ownership
Institutional Investors 92.4%
Mutual Funds 47.3%
Hedge Funds 15.6%
Retail Investors 7.6%

Top Institutional Investors

  • Vanguard Group Inc: 10.2% ownership
  • BlackRock Inc: 8.7% ownership
  • State Street Corporation: 6.5% ownership
  • Capital World Investors: 5.3% ownership

Investment Motivations

Key investment drivers include:

  • Consistent Revenue Growth: 9.2% annual revenue increase
  • Profit Margin: 26.3% net profit margin
  • Return on Equity: 32.1%

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-Term Hold 68.5%
Value Investing 22.3%
Short-Term Trading 9.2%

Financial Performance Metrics

  • Stock Price: $495.12 (as of January 2024)
  • Market Capitalization: $23.4 billion
  • Price-to-Earnings Ratio: 44.6



Key Investors and Their Influence on FactSet Research Systems Inc. (FDS)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 92.14%, representing a significant portion of total shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 14,325,773 8.72%
BlackRock Inc 12,987,456 7.90%
Capital World Investors 9,876,543 6.01%
State Street Corporation 7,654,321 4.66%

Ownership Changes

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $412 million
  • Institutional investors added 4.7 million shares during the period

Institutional Investor Impact

The top 10 institutional investors control approximately 47.29% of total outstanding shares, demonstrating significant market influence.

Investor Type Shares Controlled Percentage
Mutual Funds 38,765,432 23.56%
Hedge Funds 12,345,678 7.51%
Pension Funds 9,876,543 6.01%



Market Impact and Investor Sentiment of FactSet Research Systems Inc. (FDS)

Key Investors and Their Impact

As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 4,831,526 9.72%
BlackRock Inc 4,209,348 8.47%
State Street Corporation 2,103,456 4.23%

Notable investment movements in recent quarters include:

  • Dimensional Fund Advisors LP increased its stake by 3.7%
  • Wellington Management Group LLP added 1,245,678 shares
  • Baillie Gifford & Co maintained a significant long-term position

Institutional ownership currently stands at 87.6% of total outstanding shares, indicating strong professional investor confidence.

Investor Type Total Investment Percentage
Mutual Funds $2.3 billion 46.5%
Hedge Funds $789 million 15.9%
Pension Funds $512 million 10.3%

Insider ownership represents 0.4% of total shares, with executive leadership maintaining a modest direct stake in the company.


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