FactSet Research Systems Ownership

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

Recent Insider Transactions

NYSE:FDS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
06 Nov 25	BuyUS$126,465	Goran Skoko	Individual	500	US$252.93
06 Oct 25	BuyUS$101,928	Helen Shan	Individual	370	US$275.48
03 Oct 25	SellUS$283	Barak Eilam	Individual	1	US$283.21
23 Sep 25	BuyUS$99,108	Christopher McLoughlin	Individual	334.62	US$296.18
23 Sep 25	BuyUS$893	Christopher McLoughlin	Individual	3	US$297.66
24 Mar 25	SellUS$157,604	Gregory Moskoff	Individual	363.37	US$433.73
21 Mar 25	SellUS$104,807	Katherine Stepp	Individual	245.75	US$426.48

Insider Trading Volume

Insider Buying: FDS insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of FDS?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	3,284	0.00863%
State or Government	37,031	0.0973%
Individual Insiders	80,595	0.212%
Institutions	37,933,789	99.7%

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

Top Shareholders

Top 25 shareholders own 70.76% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.2%	The Vanguard Group, Inc.	4,932,382	US$1.4b	2.22%	0.02%
9.09%	BlackRock, Inc.	3,402,948	US$943.6m	1.16%	0.01%
5.24%	State Street Global Advisors, Inc.	1,961,231	US$543.8m	1.22%	0.02%
4.86%	Baron Capital Group, Inc.	1,819,059	US$504.4m	-18.5%	1.27%
4.1%	Loomis Sayles & Company, L.P.	1,532,692	US$425.0m	1.63%	0.51%
3.56%	Wells Fargo & Company	1,332,056	US$369.4m	-2.85%	0.08%
3.45%	Ninety One UK Limited	1,292,644	US$358.4m	1.12%	0.46%
2.95%	Geode Capital Management, LLC	1,103,853	US$306.1m	-5.02%	0.02%
2.86%	Morgan Stanley Investment Management Inc.	1,070,894	US$296.9m	-26.5%	0.23%
2.77%	Kayne Anderson Rudnick Investment Management, LLC	1,037,716	US$287.7m	-2.88%	0.7%
2.29%	Mitsubishi UFJ Asset Management Co., Ltd.	856,039	US$237.4m	3.24%	0.1%
1.95%	Eaton Vance Management	730,583	US$202.6m	5.14%	0.04%
1.91%	Invesco Capital Management LLC	715,193	US$198.3m	17.1%	0.06%
1.37%	Citadel Advisors LLC	514,028	US$142.5m	114%	0.12%
1.32%	UBS Asset Management AG	492,513	US$136.6m	-6.24%	0.01%
1.18%	Managed Account Advisors LLC	440,025	US$122.0m	-3.02%	0.02%
1.12%	PineStone Asset Management Inc.	419,484	US$116.3m	10.3%	0.61%
1.1%	Charles Schwab Investment Management, Inc.	410,218	US$113.7m	2.45%	0.02%
1.09%	ProShare Advisors LLC	409,052	US$113.4m	6.65%	0.24%
1.07%	Northern Trust Global Investments	402,086	US$111.5m	-0.91%	0.01%
0.98%	Morgan Stanley	367,758	US$102.0m	64.5%	0.01%
0.95%	Nordea Investment Management, AB	354,387	US$98.3m	2.06%	0.05%
0.79%	Champlain Investment Partners, LLC	297,015	US$82.4m	-0.22%	0.64%
0.79%	Dimensional Fund Advisors LP	294,240	US$81.6m	2.86%	0.01%
0.78%	Boston Trust Walden Company	290,323	US$80.5m	-2.42%	0.58%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/24 15:33
End of Day Share Price	2025/11/24 00:00
Earnings	2025/08/31
Annual Earnings	2025/08/31

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 34 analysts. 16 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
Manav Patnaik	Barclays
Edward Atorino	Benchmark Company