Factset Research Systems Inc
FDS- Exchange
- NYSE
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001013237
No open-market purchases or sales by Factset Research Systems Inc insiders were filed in the last 90 days; 772 institutions reported holding it in 13F filings for Q2 2026, worth $9.22B in total; Markel Group is the only superinvestor holding it.
Key figures
- Market capClose on Nov 11, 2026
- $11.8B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +47 vs. previous quarter
- 772
- 13F valueReported value at the end of Q2 2026
- $9.22B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $2.48B
- +6.7% year over year
- Net income, FY2026
- $533.5M
- −10.6% year over year
- Free cash flow, FY2026
- $707.5M
- +14.6% year over year
- Revenue, Q4 FY2026
- $634.7M
- +6.3% year over year
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 3.86M
- Shares sold short
- Change
- +66.6K
- +1.8% vs. previous
- Days to cover
- 5.66
- At average daily volume
Superinvestors holding FDS, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Factset Research Systems Inc on Form 13F. Percentages are the stock's share of each portfolio.
Markel Group
Tom Gayner
0.2%
Factset Research Systems Inc's share of the portfolio
- Shares
- 135,376
- Value
- $31.1M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Factset Research Systems Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 14, 2026 (view filing) | Jan 12 | 2 days | Frank MalcolmDirector | SSale | −2.57K | $295.70 | −$760.5K | −74.5%879 after | 2 lots |
| Jan 12, 2026 (view filing) | Jan 8 | 4 days | Siegel LaurieDirector | SSale | −2.57K | $296.25 | −$761.9K | −71.3%1.04K after | 2 lots |
| Nov 10, 2025 (view filing) | Nov 6 | 4 days | Skoko GoranEVP, Chief Revenue Officer | PPurchase | +500 | $252.93 | +$126.5K | +5.8%9.19K after | |
| Oct 8, 2025 (view filing) | Oct 6 | 2 days | Shan Helen L.EVP, Chief Financial Officer | PPurchase | +370 | $275.48 | +$101.9K | +4.2%9.28K after | |
| Oct 7, 2025 (view filing) | Oct 3 | 4 days | Eilam BarakDirector | SSale | −1 | $283.21 | −$283.21 | −0.3%285 after | |
| Sep 25, 2025 (view filing) | Sep 23 | 2 days | McLoughlin ChristopherChief Legal Officer | PPurchase | +337.62 | $296.19 | +$100.0K | +10.9%3.45K after | 2 lots |
| Jul 15, 2025 (view filing) | Jul 14 | 1 day | McGonigle James JDirector | SSale | −2.92K | $451.39 | −$1.32M | −39.6%4.46K after | 3 lots |
| Jul 10, 2025 (view filing) | Jul 9 | 1 day | Moskoff Gregory TMD,Controller and CAO | SSale | −2.50K | $442.60 | −$1.11M | −98.3%43.96 after | 5 lots |
| Jul 9, 2025 (view filing) | Jul 8 | 1 day | Ellis Christopher REVP, Initiatives & P'ships | SSale | −7.61K | $446.84 | −$3.40M | −24.1%24.0K after | 5 lots |
| Jul 2, 2025 (view filing) | Jul 1 | 1 day | Snow Frederick PhilipChief Executive Officer | SSale | −3.00K | $445.12 | −$1.34M | −15.3%16.6K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 772 holdersThe largest institutional positions in Factset Research Systems Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bamco Inc | 4,200,856 | $966.5M | 1.45% | +444,269+11.8% | Added |
| BlackRock, Inc. | 2,858,389 | $657.7M | 0.01% | +32,566+1.2% | Added |
| Vanguard Capital Management LLC | 2,379,691 | $547.5M | 0.01% | −28,945−1.2% | Reduced |
| State Street Corp | 1,873,867 | $431.1M | 0.01% | −24,534−1.3% | Reduced |
| Vanguard Portfolio Management LLC | 1,781,324 | $409.8M | 0.02% | −25,368−1.4% | Reduced |
| AQR Capital Management LLC | 1,675,700 | $385.5M | 0.13% | +1,368,158+444.9% | Added |
| Loomis Sayles & Co L P | 1,439,274 | $331.1M | 0.42% | −38,754−2.6% | Reduced |
| Geode Capital Management, LLC | 1,380,700 | $317.3M | 0.02% | +238,365+20.9% | Added |
| Ninety One UK Ltd | 1,189,240 | $273.6M | 0.61% | −5,756−0.5% | Reduced |
| Morgan Stanley | 1,100,714 | $253.3M | 0.01% | +50,394+4.8% | Added |
Holders of 5% or more of FDS
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Factset Research Systems Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Bamco Inc | 13G/A | 11.81%4.20M shares | +1.60 ppfrom 10.21% | Feb 12, 20219 filings | Aug 14, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 7.37%2.74M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 7.20%2.68M shares | – | Jan 21, 20261 filing | Jan 21, 2026 | SEC |
Politician trades
All politician trades in FDS7 members of Congress reported 19 trades in Factset Research Systems Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Aug 5, 2026 |  Tommy Tuberville Senate · AL | Sell (full) | $1K-$15K |
| Jun 8, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Sell | $1K-$15K |
| Apr 7, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Apr 4, 2026 |  Shelley Moore Capito Senate · WV | Sell (partial) | $1K-$15K |
| Apr 4, 2026 | Shelley Moore Capito Senate · WV | Sell (partial) | $1K-$15K |
Senate · AL · Aug 5, 2026
Sell (full)$1K-$15K
House · CA · Jun 8, 2026
Sell$1K-$15K
House · CA · Apr 7, 2026
Buy$1K-$15K
Senate · WV · Apr 4, 2026
Sell (partial)$1K-$15K
Senate · WV · Apr 4, 2026
Sell (partial)$1K-$15K