FactSet Research Systems Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:FA1 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Nov 24	Sell€381,096	John Costigan	Individual	843	€452.07
05 Aug 24	Sell€168,432	Catrina Harding	Individual	453	€371.81
25 Jun 24	Sell€933,540	Robin Abrams	Individual	2,375	€393.07
15 May 24	Sell€615,285	Goran Skoko	Individual	1,500	€410.19
06 May 24	Sell€348,397	Robert Robie	Individual	870	€400.46
30 Apr 24	Sell€129,464	Gregory Moskoff	Individual	330	€392.32

Insider Trading Volume

Insider Buying: FA1 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of FA1?
Owner Type	Number of Shares	Ownership Percentage
State or Government	41,002	0.108%
Individual Insiders	81,220	0.214%
General Public	959,351	2.52%
Institutions	36,948,473	97.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.55% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.3%	The Vanguard Group, Inc.	4,656,796	€2.1b	0.94%	0.03%
9.21%	BlackRock, Inc.	3,501,774	€1.6b	2.13%	0.03%
6.52%	Baron Capital Group, Inc.	2,478,027	€1.1b	-6.58%	2.6%
5.08%	State Street Global Advisors, Inc.	1,932,376	€878.0m	2.24%	0.03%
4.08%	Loomis Sayles & Company, L.P.	1,553,303	€705.8m	-2.85%	0.84%
3.76%	Wells Fargo & Company, Securities and Brokerage Investments	1,430,256	€649.8m	-1.83%	0.2%
3.36%	Ninety One UK Limited	1,275,972	€579.7m	-2.18%	0.86%
3.31%	Kayne Anderson Rudnick Investment Management, LLC	1,258,839	€572.0m	8.92%	1.23%
2.63%	Geode Capital Management, LLC	1,001,924	€455.2m	0.84%	0.03%
2.63%	Morgan Stanley Investment Management Inc.	999,060	€453.9m	-4.58%	0.32%
1.76%	Eaton Vance Management	670,495	€304.6m	0%	0.07%
1.35%	Managed Account Advisors LLC	514,150	€233.6m	-0.3%	0.05%
1.29%	Mitsubishi UFJ Asset Management Co., Ltd.	489,065	€222.2m	3.49%	0.12%
1.08%	Massachusetts Financial Services Company	411,684	€187.1m	-6.83%	0.04%
1.06%	Amundi Asset Management SAS	402,770	€183.0m	-25.5%	0.04%
1.03%	UBS Asset Management AG	393,265	€178.7m	13.2%	0.02%
1.02%	JP Morgan Asset Management	388,386	€176.5m	9.92%	0.02%
0.98%	Charles Schwab Investment Management, Inc.	373,386	€169.7m	0%	0.03%
0.93%	Champlain Investment Partners, LLC	353,702	€160.7m	-2.6%	0.94%
0.92%	Northern Trust Global Investments	349,736	€158.9m	-4.22%	0.02%
0.91%	Legal & General Investment Management Limited	345,024	€156.8m	1.12%	0.03%
0.9%	Nordea Investment Management, AB	340,494	€154.7m	21%	0.1%
0.86%	Citadel Advisors LLC	328,218	€149.1m	121%	0.16%
0.84%	Invesco Capital Management LLC	319,873	€145.3m	7.9%	0.06%
0.79%	Boston Trust Walden Company	301,614	€137.0m	1.78%	0.95%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/07 01:34
End of Day Share Price	2025/02/07 00:00
Earnings	2024/11/30
Annual Earnings	2024/08/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

FactSet Research Systems Inc. is covered by 42 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Argus Research Company
Ishan Majumdar	Baptista Research
Manav Patnaik	Barclays