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; 767 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 |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 13G/A | 13.04%4.93M shares | – | Oct 30, 20251 filing | Oct 30, 2025 | SEC |
| Morgan Stanley | 13G | 5.70%2.17M shares | New | Aug 7, 20251 filing | Aug 7, 2025 | 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
4 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 |
|---|---|---|---|---|---|---|
| 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 |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Factset Research Systems Inc shares.
No Form 144 notices for Factset Research Systems Inc are on file.