FactSet Research Systems Inc. (FDS) Shareholders & Insider Trades
FactSet Research Systems shareholders at a glance
The largest holder of FactSet Research Systems stock is BAMCO, Inc., with 4.2 million shares (11.81% of the company), worth about $1.32 billion as of September 25, 2026. The 10 largest holders together own 54.8%.
In Q2 2026, 802 institutional holdings reports listed shares worth $9.27 billion.
Insiders reported 65 transactions in the last two years: 15 sales worth $17.85 million and 3 purchases. The newest one on file is from May 1, 2026 (Warren Joshua, Chief Financial Officer).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through May 1, 2026.
FactSet Research Systems Inc.
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest FactSet Research Systems shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BAMCO, Inc. | 4.2 million | 11.81% | $1.3B |
| BlackRock Advisors LLC | 2.5 million | 6.96% | $776.0M |
| Vanguard Capital Management LLC | 2.4 million | 6.69% | $746.0M |
| State Street Corporation | 1.9 million | 5.27% | $588.0M |
| Vanguard Portfolio Management LLC | 1.8 million | 5.01% | $559.0M |
| AQR Capital Management LLC | 1.7 million | 4.71% | $525.0M |
| Loomis, Sayles & Co. LP | 1.4 million | 4.05% | $451.0M |
| Geode Capital Management LLC | 1.4 million | 3.88% | $433.0M |
| Ninety One UK Ltd. | 1.2 million | 3.34% | $373.0M |
| Eaton Vance Management | 1.1 million | 3.10% | $345.0M |
As of September 25, 2026.
FactSet Research Systems institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 802 | – | $9.3B |
| Q1 2026 | 757 | – | $8.2B |
| Q4 2025 | 830 | 36.6 million | $10.6B |
| Q3 2025 | 819 | – | $11.0B |
| Q2 2025 | 860 | 35.8 million | $15.9B |
| Q1 2025 | 852 | 35.7 million | $16.2B |
| Q4 2024 | 875 | 35.9 million | $17.3B |
| Q3 2024 | 864 | 36.6 million | $16.8B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
FactSet Research Systems insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Warren Joshua | May 1, 2026 | Chief Financial Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Choy Siew Kai | Jan 15, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Tejada Maria Teresa | Jan 15, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Wiesel Shlomo Elisha | Jan 15, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Frank Malcolm | Jan 15, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Shavel Lee M | Jan 15, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Eilam Barak | Jan 15, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Abrams Robin Ann | Jan 15, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Hylton Laurie G | Jan 15, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Siegel Laurie A | Jan 15, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Frank Malcolm | Jan 12, 2026 | Director | Sale at price 295.02 - 296.17 per share. | $760,547 |
| Frank Malcolm | Jan 12, 2026 | Director | Conversion of Exercise of derivative security at price 207.88 per share. | $534,667 |
Newest 12 of 65 insider transactions in the last two years.
Questions and answers
Who owns the most FactSet Research Systems stock?
BAMCO, Inc., with 11.81% of the company (as of September 25, 2026). Next: BlackRock Advisors LLC (6.96%) and Vanguard Capital Management LLC (6.69%).
How many institutions own FactSet Research Systems stock?
802 institutional holdings reports listed FactSet Research Systems shares in Q2 2026 worth $9.27 billion.
Are FactSet Research Systems insiders buying or selling the stock?
In the last two years insiders reported 15 sales and 3 purchases (65 transactions in all); the newest on file is from May 1, 2026.
