When did FDS join the S&P 500?

FactSet joined the S&P 500 index on 2021-12-20.

What sector is FDS in?

FDS is in the Financials sector, Financial Exchanges & Data industry.

FDS — FactSet

Name: FDS Institutional Holdings (13F) — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Financial Exchanges & Data · Financials

Key Facts

Status	Active
Sector	Financials
Industry	Financial Exchanges & Data
Joined	2021-12-20
Tenure	4 yrs

FactSet provides financial data and portfolio analysis to the global investment community. The company aggregates data from third-party data providers, news sources, exchanges, brokers, and contributors into its workstations. Additionally, it provides basic portfolio analysis that companies use to monitor investments and handle reporting needs. Buy-side clients, including wealth clients and corporate clients, account for more than 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a trade execution software provider. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed the acquisition of CUSIP Global Services.

Industry Peers

CBOE CME COIN ICE MCO MSCI NDAQ SPGI

Sector Peers

ACGL AFL AIG AIZ AJG ALL AMP AON APO ARES

S&P 500 Timeline

2021-12-20Joined S&P 500

Institutional Holdings (13F)

720 institutions hold FDS, totaling 46.2M shares ($10.4B) · As of 2026Q1

Rank	Institution	Shares	Value
1	MORGAN STANLEY	4.3M	$1.2B
2	VANGUARD CAPITAL MANAGEMENT LLC	4.8M	$1.0B
3	BAMCO INC /NY/	3.8M	$815M
4	BlackRock, Inc.	2.8M	$613M
5	BARCLAYS PLC	1.5M	$591M
6	STATE STREET CORP	1.9M	$412M
7	VANGUARD PORTFOLIO MANAGEMENT LLC	1.8M	$392M
8	LOOMIS SAYLES & CO L P	1.5M	$321M
9	Ninety One UK Ltd	1.2M	$259M
10	GOLDMAN SACHS GROUP INC	998K	$250M

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10