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.
Holders of 5% or more of FDS
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Factset Research Systems Inc, largest stake first. The change is against the holder's previous filing.
| 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 |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
31 Schedule 13D and 13G filings on Factset Research Systems Inc, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 14, 202611:04 AM ET | Bamco Incand 4 others | 13G/A | 11.81%4.20M shares | +1.60 ppfrom 10.21% | Jun 30, 2026 | SEC |
| Apr 29, 20266:47 PM ET | Vanguard Capital Management LLC | 13G | 7.37%2.74M shares | New | Mar 31, 2026 | SEC |
| Mar 26, 20266:20 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −11.90 ppfrom 11.90%Below 5% | Mar 13, 2026 | SEC |
| Mar 6, 202610:50 AM ET | Bamco Incand 4 others | 13G/A | 10.21%3.79M shares | +2.42 ppfrom 7.79% | Feb 28, 2026 | SEC |
| Feb 17, 20269:43 AM ET | Bamco Incand 3 others | 13G/A | 7.79%2.89M shares | +2.98 ppfrom 4.81% | Dec 31, 2025 | SEC |
| Feb 11, 202612:25 PM ET | Morgan Stanley | 13G/A | 2.50%914.4K shares | −3.20 ppfrom 5.70%Below 5% | Dec 31, 2025 | SEC |
| Jan 30, 20262:20 PM ET | Vanguard Group Inc | 13G/A | 11.90%4.46M shares | −1.14 ppfrom 13.04% | Dec 31, 2025 | SEC |
| Jan 21, 202612:30 PM ET | BlackRock, Inc. | 13G/A | 7.20%2.68M shares | – | Dec 31, 2025 | SEC |
| Nov 14, 202511:22 AM ET | Bamco Incand 3 others | 13G/A | 4.81%1.82M shares | −1.70 ppfrom 6.51%Below 5% | Sep 30, 2025 | SEC |
| Oct 30, 20253:16 PM ET | Vanguard Group Inc | 13G/A | 13.04%4.93M shares | – | Sep 30, 2025 | SEC |
| Aug 7, 202512:55 PM ET | Morgan Stanley | 13G | 5.70%2.17M shares | New | Jun 30, 2025 | SEC |
| Nov 14, 202410:02 AM ET | Bamco Incand 3 others | 13G/A | 6.51%2.48M shares | – | Sep 30, 2024 | SEC |
| Oct 16, 2024 | State Street Corp | 13GOld format | – | – | – | SEC |
| Feb 14, 2024 | Bamco Inc | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 24, 20245:23 PM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Feb 14, 2023 | Bamco Inc | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Loomis Sayles & Co L P | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 3, 20234:27 PM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Feb 3, 2023 | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Bamco Inc | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Loomis Sayles & Co L P | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | State Street Corp | 13GOld format | – | New | – | SEC |
| Jan 31, 20225:50 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Bamco Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Loomis Sayles & Co L P | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2021 | Wells Fargo & Company | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 26, 20217:14 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
59 notices from officers, directors and other affiliates planning to sell Factset Research Systems Inc shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Jan 12, 202610:43 AM ET | Frank MalcolmDirector | 2.57K | $757.3K | Jan 12, 2026 | CITIGROUP GLOBAL MARKETS | SEC |
| Jan 8, 202611:19 AM ET | Siegel LaurieDirector | 2.57K | $736.5K | Jan 8, 2026 | Citigroup Global Markets | SEC |
| Jul 14, 202511:28 AM ET | McGonigle James JDirector | 2.92K | $1.32M | Jul 14, 2025 | Citigroup Global Markets Inc | SEC |
| Jul 9, 202510:32 AM ET | Moskoff Gregory TOfficer · MD,Controller and CAO | 2.50K | $1.11M | Jul 9, 2025 | Citigroup Global Markets | SEC |
| Jul 8, 202511:01 AM ET | Ellis Christopher ROfficer · EVP, Initiatives & P'ships | 7.61K | $3.40M | Jul 8, 2025 | Citigroup Global Markets | SEC |
| Jul 1, 202510:10 AM ET | Snow Frederick PhilipOfficer | 3.00K | $1.34M | Jul 1, 202510b5-1 | Fidelity Brokerage Services LLC | SEC |
| Jun 2, 20253:07 PM ETAmended | Snow Frederick PhilipOfficer | 3.00K | $1.36M | Jun 2, 202510b5-1 | Fidelity Brokerage Services LLC | SEC |
| May 1, 20259:46 AM ET | Snow Frederick PhilipOfficer | 3.00K | $1.29M | May 1, 202510b5-1 | Fidelity Brokerage Services LLC | SEC |
| Apr 1, 20259:45 AM ET | Snow Frederick PhilipOfficer | 3.00K | $1.36M | Apr 1, 202510b5-1 | Fidelity Brokerage Services LLC | SEC |
| Mar 24, 20252:46 PM ET | Moskoff Gregory TOfficer · MD CONTROLLER AND CAO | 363 | $158.3K | Mar 24, 2025 | CITIGROUP GLOBAL MARKETS | SEC |
| Mar 21, 20259:26 AM ET | Stepp Katherine MOfficer · Chief Technology Officer (CTO) | 1.73K | $749.0K | Mar 21, 2025 | Citigroup Global Markets | SEC |
| Mar 3, 202510:26 AM ETAmended | Snow Frederick PhilipOfficer | 3.00K | $1.39M | Mar 3, 202510b5-1 | Fidelity Brokerage Services LLC | SEC |
| Feb 3, 202511:09 AM ETAmended | Snow Frederick PhilipOfficer | 3.00K | $1.41M | Feb 3, 202510b5-1 | Fidelity Brokerage Services LLC | SEC |
| Jan 2, 202510:05 AM ETAmended | Snow Frederick PhilipOfficer | 3.00K | $1.45M | Jan 2, 202510b5-1 | Fidelity Brokerage Services LLC | SEC |
| Dec 2, 20249:43 AM ETAmended | Snow Frederick PhilipOfficer | 3.00K | $1.47M | Dec 2, 202410b5-1 | Fidelity Brokerage Services LLC | SEC |
| Nov 12, 20243:38 PM ET | Robie Robert J.Officer · EVP, Institutional Buyside | 4.01K | $1.94M | Nov 12, 2024 | Georgeson Securities Corp | SEC |
| Nov 12, 20249:28 AM ET | Costigan JohnOfficer · Chief Data Officer | 1.62K | $774.4K | Nov 11, 2024 | Georgeson Securities Corp | SEC |
| Nov 1, 202410:29 AM ETAmended | Snow Frederick PhilipOfficer | 3.00K | $1.36M | Nov 1, 202410b5-1 | Fidelity Brokerage Services LLC | SEC |
| Oct 1, 20249:42 AM ET | Snow Frederick PhilipOfficer | 3.00K | $1.37M | Oct 1, 202410b5-1 | Fidelity Brokerage Services LLC | SEC |
| Sep 26, 202412:19 PM ET | Ellis Christopher ROfficer · EVP, Initiatives & P'ships | 14.0K | $6.42M | Sep 26, 2024 | Georgeson Securities Corp | SEC |
| Sep 26, 202412:03 PM ET | McGonigle James JDirector | 5.41K | $2.54M | Sep 26, 2024 | Georgeson Securities Corp | SEC |
| Sep 26, 202411:05 AM ET | Siegel LaurieDirector | 1.34K | $626.8K | Sep 26, 2024 | Georgeson Securities Corp | SEC |
| Sep 26, 202411:04 AM ET | Frank MalcolmDirector | 2.84K | $1.33M | Sep 26, 2024 | Georgeson Securities Corp | SEC |
| Sep 3, 202410:15 AM ET | Snow Frederick PhilipOfficer | 3.00K | $1.25M | Sep 3, 202410b5-1 | Fidelity Brokerage Services LLC | SEC |
| Aug 1, 202410:01 AM ET | Snow Frederick PhilipOfficer | 3.00K | $1.24M | Aug 1, 202410b5-1 | Fidelity Brokerage Services LLC | SEC |
Showing the latest 25. See the FDS notices from the last 12 months