Factset Research Systems Inc FDS
Institutional shares held
35.9 Million
37.9K
calls
9K
puts
Total value of holdings
$15B
$15.8M
calls
$3.76M
puts
Market Cap
$15.9B
38,079,400
Shares Out.
Institutional ownership
94.27%
# of Institutions
883
We take great care to ensure that the data presented and summarized in this overview for FACTSET RESEARCH SYSTEMS INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FDS
View all-
Vanguard Group Inc Valley Forge, PA4.8MShares$2 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY3.43MShares$1.43 Billion0.03% of portfolio
-
Bamco Inc New York, NY2.25MShares$938 Million3.1% of portfolio
-
Morgan Stanley New York, NY1.95MShares$813 Million0.07% of portfolio
-
State Street Corp Boston, MA1.92MShares$802 Million0.04% of portfolio
-
Loomis Sayles & CO L P1.48MShares$619 Million0.98% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$579 Million0.15% of portfolio
-
Ninety One Uk LTD London, X01.19MShares$498 Million1.33% of portfolio
-
Geode Capital Management, LLC Boston, MA1.14MShares$474 Million0.04% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.08MShares$449 Million1.24% of portfolio
Latest Institutional Activity in FDS
Top Purchases
Top Sells
About FDS
FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Insider Transactions at FDS
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jul 14
2025
|
James J Mcgonigle Director |
SELL
Open market or private sale
|
Direct |
2,925
-15.07%
|
$1,316,250
$450.99 P/Share
|
|
Jul 14
2025
|
James J Mcgonigle Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,925
+17.36%
|
$859,950
$294.86 P/Share
|
|
Jul 09
2025
|
Gregory T Moskoff MD,Controller and CAO |
SELL
Open market or private sale
|
Direct |
2,500
-44.96%
|
$1,105,000
$442.55 P/Share
|
|
Jul 09
2025
|
Gregory T Moskoff MD,Controller and CAO |
BUY
Exercise of conversion of derivative security
|
Direct |
2,500
+39.27%
|
$710,000
$284.0 P/Share
|
|
Jul 08
2025
|
Christopher R Ellis EVP, Initiatives & P'ships |
SELL
Open market or private sale
|
Direct |
7,606
-5.19%
|
$3,384,670
$445.9 P/Share
|
|
Jul 08
2025
|
Christopher R Ellis EVP, Initiatives & P'ships |
BUY
Exercise of conversion of derivative security
|
Direct |
7,606
+19.42%
|
$1,156,112
$152.28 P/Share
|
|
Jul 01
2025
|
Frederick Philip Snow Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
3,000
-15.29%
|
$1,335,000
$445.12 P/Share
|
|
Jul 01
2025
|
Frederick Philip Snow Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,000
+13.26%
|
$456,000
$152.28 P/Share
|
|
Jun 02
2025
|
Frederick Philip Snow Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
3,000
-15.29%
|
$1,362,000
$454.58 P/Share
|
|
Jun 02
2025
|
Frederick Philip Snow Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,000
+13.26%
|
$456,000
$152.28 P/Share
|
|
May 01
2025
|
Helen L. Shan EVP, Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
3,550
+28.48%
|
-
|
|
May 01
2025
|
Frederick Philip Snow Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
3,000
-15.29%
|
$1,293,000
$431.09 P/Share
|
|
May 01
2025
|
Frederick Philip Snow Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,000
+13.26%
|
$456,000
$152.28 P/Share
|
|
Apr 01
2025
|
Frederick Philip Snow Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
3,000
-15.29%
|
$1,362,000
$454.86 P/Share
|
|
Apr 01
2025
|
Frederick Philip Snow Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,000
+13.26%
|
$456,000
$152.28 P/Share
|
|
Mar 24
2025
|
Gregory T Moskoff MD,Controller and CAO |
SELL
Open market or private sale
|
Direct |
363
-89.41%
|
$157,179
$433.73 P/Share
|
|
Mar 21
2025
|
Katherine M Stepp Chief Technology Officer (CTO) |
SELL
Open market or private sale
|
Direct |
1,725
-28.23%
|
$733,125
$425.51 P/Share
|
|
Mar 21
2025
|
Katherine M Stepp Chief Technology Officer (CTO) |
BUY
Exercise of conversion of derivative security
|
Direct |
1,480
+38.77%
|
$327,080
$221.88 P/Share
|
|
Mar 03
2025
|
Frederick Philip Snow Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
3,000
-15.29%
|
$1,392,000
$464.79 P/Share
|
|
Mar 03
2025
|
Frederick Philip Snow Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,000
+13.26%
|
$456,000
$152.28 P/Share
|
Last 12 Months Summary
Buy / Acquisition
106K
Shares
From
30
Insiders
| Grant, award, or other acquisition | 24.3K shares |
|---|---|
| Exercise of conversion of derivative security | 81.7K shares |
Sell / Disposition
89K
Shares
From
22
Insiders
| Payment of exercise price or tax liability | 7K shares |
|---|---|
| Open market or private sale | 80.7K shares |
| Bona fide gift | 1.25K shares |