Citigroup Boosts FactSet Research Systems Stake by 24.7%

Financial services giant increases position in business data provider

Published on Feb. 28, 2026

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Citigroup Inc. grew its position in shares of FactSet Research Systems Inc. (NYSE:FDS) by 24.7% during the 3rd quarter, according to the company's latest 13F filing with the Securities and Exchange Commission. Citigroup now owns 57,843 shares of the business services provider's stock, worth approximately $16.6 million.

Why it matters

FactSet Research Systems is a leading provider of integrated financial data and analytics to the investment community. Citigroup's increased stake in the company signals the financial services giant's confidence in FactSet's business and growth prospects.

The details

According to the 13F filing, Citigroup purchased an additional 11,455 shares of FactSet Research Systems during the 3rd quarter. This increased Citigroup's total position in the company to 57,843 shares, or approximately 0.15% of FactSet's outstanding stock. The purchase was part of Citigroup's broader investment strategy in the financial data and analytics sector.

  • Citigroup increased its FactSet Research Systems stake during the 3rd quarter of 2026.

The players

Citigroup Inc.

A multinational investment bank and financial services corporation headquartered in New York City.

FactSet Research Systems Inc.

A global provider of integrated financial data and analytics to the investment community, headquartered in Norwalk, Connecticut.

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The takeaway

Citigroup's increased stake in FactSet Research Systems underscores the financial services firm's confidence in the data and analytics provider's long-term growth potential. This move highlights the continued importance of specialized financial data and tools in the investment management industry.