FactSet Research Systems Inc. (FDS) Institutional Ownership & Insider Trading

762 institutions reported holding FactSet Research Systems Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 7 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-08-31 · read by EquiReason

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Financial Data & Stock Exchanges · Financials

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Market cap: 11.7B
P/E TTM: 22.8
Dividend yield: 1.4%
52-week: —
Next earnings: 16 Dec, in 53 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

762 institutions held —% of the shares. Across filers that reported both quarters, shares held changed +5.4%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	762	40	+5.3%	252	109	217	74
Mar 26	710	38	+5.5%	246	76	235	146
Dec 25	773	36	-6.2%	236	116	269	114
Sep 25	756	38	+8.2%	239	71	232	123
Jun 25	821	35	-0.5%	234	72	232	58
Mar 25	807	36	-0.8%	228	61	247	71
Dec 24	819	36	-1.9%	227	38	249	58
Sep 24	805	36	-5.5%	239	68	256	47

FactSet Research Systems Inc. — questions

Who owns FactSet Research Systems Inc. stock?: 762 institutions reported FactSet Research Systems Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BAMCO INC /NY/ (11.9%), BlackRock, Inc. (8.1%), VANGUARD CAPITAL MANAGEMENT LLC (6.8%).
Are FactSet Research Systems Inc. insiders buying or selling?: 7 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from FactSet Research Systems Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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