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
11 Nov 24	SellUS$405,896	John Costigan	Individual	843	US$481.49
05 Aug 24	SellUS$184,806	Catrina Harding	Individual	453	US$407.96
25 Jun 24	SellUS$999,186	Robin Abrams	Individual	2,375	US$420.71
15 May 24	SellUS$668,715	Goran Skoko	Individual	1,500	US$445.81
06 May 24	SellUS$375,388	Robert Robie	Individual	870	US$431.48
30 Apr 24	SellUS$138,435	Gregory Moskoff	Individual	330	US$419.50

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	262,846	0.692%
Institutions	37,607,635	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	US$2.3b	0.94%	0.03%
9.22%	BlackRock, Inc.	3,501,774	US$1.7b	2.13%	0.03%
6.52%	Baron Capital Group, Inc.	2,478,027	US$1.2b	-6.58%	2.76%
5.09%	State Street Global Advisors, Inc.	1,932,376	US$940.2m	2.24%	0.03%
4.09%	Loomis Sayles & Company, L.P.	1,553,303	US$755.8m	-2.85%	0.9%
3.76%	Wells Fargo & Company, Securities and Brokerage Investments	1,430,256	US$695.9m	-1.83%	0.21%
3.43%	Ninety One UK Limited	1,304,455	US$634.7m	-1.68%	0.93%
3.31%	Kayne Anderson Rudnick Investment Management, LLC	1,258,839	US$612.5m	8.92%	1.28%
2.64%	Geode Capital Management, LLC	1,001,924	US$487.5m	0.84%	0.03%
2.63%	Morgan Stanley Investment Management Inc.	999,060	US$486.1m	-4.58%	0.38%
1.84%	Morgan Stanley Investment Management Limited	697,665	US$339.5m	-0.35%	0.79%
1.76%	Eaton Vance Management	670,495	US$326.2m	-1.95%	0.07%
1.35%	Managed Account Advisors LLC	514,150	US$250.2m	-0.3%	0.05%
1.29%	Mitsubishi UFJ Asset Management Co., Ltd.	489,065	US$238.0m	3.49%	0.13%
1.08%	Massachusetts Financial Services Company	411,684	US$200.3m	-6.83%	0.04%
1.06%	Amundi Asset Management SAS	402,770	US$196.0m	-25.5%	0.04%
1.04%	UBS Asset Management AG	393,265	US$191.3m	13.2%	0.02%
1.02%	JP Morgan Asset Management	388,386	US$189.0m	9.92%	0.02%
0.98%	Charles Schwab Investment Management, Inc.	373,386	US$181.7m	1.11%	0.03%
0.93%	Champlain Investment Partners, LLC	353,702	US$172.1m	-2.6%	1.0%
0.92%	Northern Trust Global Investments	349,736	US$170.2m	-4.22%	0.03%
0.91%	Legal & General Investment Management Limited	345,024	US$167.9m	1.12%	0.03%
0.86%	Citadel Advisors LLC	328,218	US$159.7m	121%	0.17%
0.84%	Invesco Capital Management LLC	319,873	US$155.6m	7.9%	0.06%
0.78%	Boston Trust Walden Company	296,329	US$144.2m	9.33%	0.99%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 08:45
End of Day Share Price	2024/12/30 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