Capital World Investors
FDS icon

Capital World Investors’s Factset FDS Stock Holding History

Capital World Investors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.6M Buy
+350,319
New +$80.5M 0.01% 432
2013
Q3 		– Sell
-570,000
Closed -$58.1M – 482
2013
Q2 		$58.1M Buy
+570,000
New +$54.7M 0.02% 323

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors's FDS Position: Q2 2026 in Review

Capital World Investors opened a new position in Factset (FDS) in Q2 2026: 350,319 shares worth $80.6M. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Capital World Investors previously reported a position in FDS as recently as Q2 2013.

Capital World Investors first reported a position in FDS in Q2 2013 and has held it in 2 quarters since. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Capital World Investors held 350,319 shares of Factset worth $80.6M as of Q2 2026.
  • Factset was a new Capital World Investors position in Q2 2026.
  • Factset made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #432 holding.
  • Capital World Investors first reported a position in Factset in Q2 2013 and has held it in 2 quarters since.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.