FactSet Research Systems Ownership

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

Recent Insider Transactions

BMV:FDS * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Nov 24	SellMex$8,296,475	John Costigan	Individual	843	Mex$9,841.61
05 Aug 24	SellMex$3,601,127	Catrina Harding	Individual	453	Mex$7,949.51
25 Jun 24	SellMex$18,110,151	Robin Abrams	Individual	2,375	Mex$7,625.33
15 May 24	SellMex$11,161,923	Goran Skoko	Individual	1,500	Mex$7,441.28
06 May 24	SellMex$6,345,327	Robert Robie	Individual	870	Mex$7,293.48
30 Apr 24	SellMex$2,359,431	Gregory Moskoff	Individual	330	Mex$7,149.79

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of FDS *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	40,514	0.107%
Individual Insiders	77,850	0.205%
General Public	260,387	0.685%
Institutions	37,610,094	99%

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

Top Shareholders

Top 25 shareholders own 69.63% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.3%	The Vanguard Group, Inc.	4,656,796	Mex$45.7b	0.94%	0.03%
9.22%	BlackRock, Inc.	3,501,774	Mex$34.3b	2.13%	0.03%
6.52%	Baron Capital Group, Inc.	2,478,027	Mex$24.3b	-6.58%	2.78%
5.09%	State Street Global Advisors, Inc.	1,932,376	Mex$19.0b	2.24%	0.03%
4.09%	Loomis Sayles & Company, L.P.	1,553,303	Mex$15.2b	-2.85%	0.9%
3.76%	Wells Fargo & Company, Securities and Brokerage Investments	1,430,256	Mex$14.0b	-1.83%	0.21%
3.43%	Ninety One UK Limited	1,304,455	Mex$12.8b	-1.68%	0.92%
3.31%	Kayne Anderson Rudnick Investment Management, LLC	1,258,839	Mex$12.3b	8.92%	1.27%
2.64%	Geode Capital Management, LLC	1,001,924	Mex$9.8b	0.84%	0.03%
2.63%	Morgan Stanley Investment Management Inc.	999,060	Mex$9.8b	-4.58%	0.37%
1.84%	Morgan Stanley Investment Management Limited	697,665	Mex$6.8b	-0.35%	0.79%
1.76%	Eaton Vance Management	670,495	Mex$6.6b	-1.95%	0.07%
1.35%	Managed Account Advisors LLC	514,150	Mex$5.0b	-0.3%	0.05%
1.29%	Mitsubishi UFJ Asset Management Co., Ltd.	489,065	Mex$4.8b	3.49%	0.13%
1.08%	Massachusetts Financial Services Company	411,684	Mex$4.0b	-6.83%	0.04%
1.06%	Amundi Asset Management SAS	402,770	Mex$4.0b	-25.5%	0.04%
1.04%	UBS Asset Management AG	393,265	Mex$3.9b	13.2%	0.02%
1.02%	JP Morgan Asset Management	388,386	Mex$3.8b	9.92%	0.02%
0.98%	Charles Schwab Investment Management, Inc.	373,386	Mex$3.7b	1.11%	0.03%
0.93%	Champlain Investment Partners, LLC	353,702	Mex$3.5b	-2.6%	0.99%
0.92%	Northern Trust Global Investments	349,736	Mex$3.4b	-4.22%	0.03%
0.91%	Legal & General Investment Management Limited	345,024	Mex$3.4b	1.12%	0.03%
0.86%	Citadel Advisors LLC	328,218	Mex$3.2b	121%	0.17%
0.84%	Invesco Capital Management LLC	319,873	Mex$3.1b	7.9%	0.06%
0.78%	Boston Trust Walden Company	296,329	Mex$2.9b	9.33%	0.98%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/05 09:37
End of Day Share Price	2024/10/29 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 here.

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 .

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