Factset Research Systems Inc FDS
Institutional shares held
36 Million
175K
calls
63.7K
puts
Total value of holdings
$17.2B
$83.8M
calls
$30.4M
puts
Market Cap
$18.2B
38,079,400
Shares Out.
Institutional ownership
94.65%
# 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, PA4.66MShares$2.22 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY3.43MShares$1.64 Billion0.03% of portfolio
-
Bamco Inc New York, NY2.48MShares$1.18 Billion3.1% of portfolio
-
State Street Corp Boston, MA1.93MShares$923 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.83MShares$873 Million0.06% of portfolio
-
Loomis Sayles & CO L P1.55MShares$742 Million0.94% of portfolio
-
Wells Fargo & Company San Francisco, CA1.45MShares$691 Million0.15% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.26MShares$601 Million1.32% of portfolio
-
Ninety One Uk LTD London, X01.24MShares$591 Million1.58% of portfolio
-
Geode Capital Management, LLC Boston, MA1MShares$479 Million0.04% 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 |
|---|---|---|---|---|---|
|
Dec 20
2024
|
Robin Ann Abrams Director |
SELL
Bona fide gift
|
Direct |
148
-0.81%
|
-
|
|
Dec 02
2024
|
Christopher Mc Loughlin Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
3,108
+50.0%
|
-
|
|
Dec 02
2024
|
Frederick Philip Snow Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
3,000
-15.29%
|
$1,467,000
$489.18 P/Share
|
|
Dec 02
2024
|
Frederick Philip Snow Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,000
+13.26%
|
$492,000
$164.9 P/Share
|
|
Nov 12
2024
|
Robert J. Robie EVP, Institutional Buyside |
SELL
Open market or private sale
|
Direct |
4,009
-66.17%
|
$1,940,356
$484.96 P/Share
|
|
Nov 12
2024
|
Robert J. Robie EVP, Institutional Buyside |
BUY
Exercise of conversion of derivative security
|
Direct |
4,009
+19.07%
|
$1,491,348
$372.9 P/Share
|
|
Nov 11
2024
|
John Costigan Chief Data Officer |
SELL
Open market or private sale
|
Direct |
1,622
-57.23%
|
$778,560
$480.97 P/Share
|
|
Nov 11
2024
|
John Costigan Chief Data Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
779
+28.86%
|
$172,159
$221.88 P/Share
|
|
Nov 01
2024
|
Robert J. Robie EVP, Institutional Buyside |
SELL
Payment of exercise price or tax liability
|
Direct |
489
-19.26%
|
$223,962
$458.8 P/Share
|
|
Nov 01
2024
|
Robert J. Robie EVP, Institutional Buyside |
BUY
Grant, award, or other acquisition
|
Direct |
1,054
+29.33%
|
-
|
|
Nov 01
2024
|
Gregory T Moskoff MD,Controller and CAO |
SELL
Payment of exercise price or tax liability
|
Direct |
142
-25.87%
|
$65,036
$458.8 P/Share
|
|
Nov 01
2024
|
Gregory T Moskoff MD,Controller and CAO |
BUY
Grant, award, or other acquisition
|
Direct |
452
+45.15%
|
-
|
|
Nov 01
2024
|
Christopher R Ellis EVP, Initiatives & P'ships |
SELL
Payment of exercise price or tax liability
|
Direct |
384
-1.58%
|
$175,872
$458.8 P/Share
|
|
Nov 01
2024
|
Christopher R Ellis EVP, Initiatives & P'ships |
BUY
Grant, award, or other acquisition
|
Direct |
828
+3.29%
|
-
|
|
Nov 01
2024
|
Helen L. Shan EVP, Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,248
-18.87%
|
$571,584
$458.8 P/Share
|
|
Nov 01
2024
|
Helen L. Shan EVP, Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
2,256
+25.44%
|
-
|
|
Nov 01
2024
|
Katherine M Stepp Chief Technology Officer (CTO) |
SELL
Payment of exercise price or tax liability
|
Direct |
147
-14.64%
|
$67,326
$458.8 P/Share
|
|
Nov 01
2024
|
Katherine M Stepp Chief Technology Officer (CTO) |
BUY
Grant, award, or other acquisition
|
Direct |
317
+24.0%
|
-
|
|
Nov 01
2024
|
Kristina W Karnovsky EVP, Dealmakers & Wealth |
SELL
Payment of exercise price or tax liability
|
Direct |
425
-15.94%
|
$194,650
$458.8 P/Share
|
|
Nov 01
2024
|
Kristina W Karnovsky EVP, Dealmakers & Wealth |
BUY
Grant, award, or other acquisition
|
Direct |
1,054
+28.33%
|
-
|
Last 12 Months Summary
Buy / Acquisition
115K
Shares
From
30
Insiders
| Grant, award, or other acquisition | 19.1K shares |
|---|---|
| Exercise of conversion of derivative security | 95.8K shares |
Sell / Disposition
106K
Shares
From
25
Insiders
| Payment of exercise price or tax liability | 7.73K shares |
|---|---|
| Open market or private sale | 97.3K shares |
| Bona fide gift | 1.25K shares |