FDS (FactSet Research Systems) Institutional Ownership: 116.15% (As of Jul. 11, 2026)


FDS FactSet Research Systems Inc FDS
80 GF Score
Price $247.11
GF Value $508.67
Valuation Significantly Undervalued
! 1 Warning Sign
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What is FactSet Research Systems Institutional Ownership?

FactSet Research Systems FDS +2.15% 80 Institutional Ownership is 116.15% as of Jul. 11, 2026. GuruFocus rates FDS with a GF Score™ of 80/100 and a GF Value™ of $508.67 (Significantly Undervalued). The stock has 1 warning sign investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, FactSet Research Systems's institutional ownership is 116.15%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, FactSet Research Systems's Insider Ownership is 18.58%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, FactSet Research Systems's Float Percentage Of Total Shares Outstanding is 86.95%.

FactSet Research Systems Institutional Ownership Historical Data

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The historical data trend for FactSet Research Systems's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

FactSet Research Systems Institutional Ownership Chart

FactSet Research Systems Historical Data

The historical data trend for FactSet Research Systems can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 70.64 71.20 69.66 70.95 70.27 70.97 74.78 74.81 74.99 76.48
FDS
80GF Score
FactSet Research Systems Inc FDS
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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FactSet Research Systems Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 116.15% mean?
FactSet Research Systems (FDS) has a Institutional Ownership of 116.15% as of Jul. 11, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on FactSet Research Systems and its competitors.
Is FactSet Research Systems' Institutional Ownership too high?
FactSet Research Systems' current Institutional Ownership is 116.15%. Overall, FactSet Research Systems has a GF Score™ of 80/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does FactSet Research Systems' Institutional Ownership compare to MORN and TRU?
FactSet Research Systems' Institutional Ownership of 116.15% can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Capital Markets company?
A good Institutional Ownership depends on the Capital Markets industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on FactSet Research Systems and its competitors. FactSet Research Systems's current Institutional Ownership is 116.15%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is FactSet Research Systems stock overvalued right now?
Based on GuruFocus' analysis, FactSet Research Systems (FDS) is currently considered Significantly Undervalued. The stock's GF Value™ is $508.67, compared to a current price of $247.11 — trading 51.4% below its estimated fair value. The current Institutional Ownership is 116.15%. FactSet Research Systems' overall GF Score™ is 80/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For FactSet Research Systems (FDS), the current Institutional Ownership is 116.15% as of Jul. 11, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is FactSet Research Systems (FDS) Overvalued in 2026?

Based on GuruFocus' analysis, FactSet Research Systems stock appears to be undervalued. The current stock price of $247.11 is trading 51.4% below its estimated GF Value™ of $508.67. GuruFocus considers FactSet Research Systems to be Significantly Undervalued.

Key valuation signals for FDS:

  • Institutional Ownership: 116.15%
  • GF Value™: $508.67 vs. price of $247.11 (51.4% below fair value)
  • GF Score™: 80/100 with 1 warning sign

No single metric tells the full story. See the FDS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

FactSet Research Systems Business Description

Address 45 Glover Avenue, 7th Floor, Norwalk, CT, USA, 06850
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
80GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$247.11
Price
$508.67
GF Value