FactSet Research Systems Inc.
FactSet Research Systems Inc. (FDS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · FDS · as of Mar 31, 2025
Ownership Breakdown
836
Institutional Holders
▼ 21 vs Q4
$16.19B
Total Inst. Value
▼ $1.04B vs Q4
36.43M
Shares Outstanding
freeFloat 99.64%
35.64M
13F Shares Held
▼ 315,584 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
FDS largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-computer programming, data processing, etc. | 4.80M | 12.61% | 12.61% | $2.18T | May 9, 2025 | ▲ 137.9K |
BLACKROCK, INC. services-computer programming, data processing, etc. | 3.52M | 9.25% | 9.25% | $1.60T | May 2, 2025 | ▲ 30.4K |
BAMCO INC /NY/ services-computer programming, data processing, etc. | 2.25M | 5.91% | 5.91% | $1.02T | May 15, 2025 | ▼ 107.6K |
MORGAN STANLEY services-computer programming, data processing, etc. | 1.95M | 5.13% | 5.13% | $886.01B | May 15, 2025 | ▲ 166.5K |
STATE STREET CORP services-computer programming, data processing, etc. | 1.92M | 5.06% | 5.06% | $873.82B | May 15, 2025 | ▼ 24.8K |
LOOMIS SAYLES & CO L P services-computer programming, data processing, etc. | 1.48M | 3.90% | 3.90% | $674.75B | May 14, 2025 | ▼ 18.2K |
WELLS FARGO & COMPANY/MN services-computer programming, data processing, etc. | 1.39M | 3.65% | 3.65% | $630.54B | May 13, 2025 | ▼ 25.0K |
NINETY ONE UK LTD services-computer programming, data processing, etc. | 1.19M | 3.14% | 3.14% | $541.91B | Apr 30, 2025 | ▼ 18.9K |
GEODE CAPITAL MANAGEMENT, LLC services-computer programming, data processing, etc. | 1.14M | 2.99% | 2.99% | $515.37B | May 13, 2025 | ▲ 38.6K |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC services-computer programming, data processing, etc. | 1.08M | 2.83% | 2.83% | $489.04B | May 14, 2025 | ▼ 162.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
28
Increased
+1.11M shares2
New Positions
first time holders19
Decreased
−576.8K shares0
Sold Out
fully exitedNet shares change (top 50)
+528.4K
+1.11M / −576.8K
Net new holders
+11
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
FDS insider trading · insider activity
Source: SEC Form 4
3
Buy transactions
7
Sell transactions
0.43
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Warren Joshua EVP, Chief Financial Officer | May 1, 2026 | Award | 8,567 | $227.58 | $1.95M | 8.6K | Form 4 ↗ |
Warren Joshua EVP, Chief Financial Officer | May 1, 2026 | Award | 2,272 | — | — | 2.3K | Form 4 ↗ |
Moskoff Gregory T MD,Controller and CAO | Feb 3, 2025 | Award | 11 | — | — | 189.777 | Form 4 ↗ |
Moskoff Gregory T MD,Controller and CAO | Feb 1, 2026 | Tax Withhold | 4 | $254.36 | $1.0K | 185.777 | Form 4 ↗ |
Moskoff Gregory T MD,Controller and CAO | Feb 3, 2026 | Tax Withhold | 3 | $222.62 | $667.86 | 182.777 | Form 4 ↗ |
Moskoff Gregory T MD,Controller and CAO | Feb 1, 2024 | Award | 11 | — | — | 180.777 | Form 4 ↗ |
Moskoff Gregory T MD,Controller and CAO | Feb 1, 2025 | Tax Withhold | 2 | $474.41 | $948.82 | 178.777 | Form 4 ↗ |
HYLTON LAURIE G director | Jan 15, 2026 | Award | 1,074 | $289.68 | $311.1K | 1.1K | Form 4 ↗ |
HYLTON LAURIE G director | Jan 15, 2026 | Award | 439 | — | — | 848 | Form 4 ↗ |
Shavel Lee director | Jan 15, 2026 | Award | 571 | — | — | 1.6K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
FactSet Research Systems Inc. (FDS) is primarily owned by institutional investors, who hold approximately 97.8% of total shares outstanding. Company insiders own approximately 0.36%, while retail and public investors account for the remaining 1.80%.
The largest institutional shareholder of FactSet Research Systems Inc. is VANGUARD GROUP INC, holding approximately 4.80 million shares — equal to 12.61% of outstanding shares — as of March 31, 2025.
A total of 836 institutional investors currently hold FDS stock, with a combined institutional value of approximately $16.19 billion as of the most recent 13F filing period.
Frequently asked questions
FDS ownershipFactSet Research Systems Inc. (FDS) is primarily owned by institutional investors, who hold approximately 97.8% of shares. The largest shareholder is VANGUARD GROUP INC with a 12.61% stake. Company insiders hold 0.36%. Data sourced from SEC Form 13F as of March 31, 2025.