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 Sep 30, 2025
Ownership Breakdown
797
Institutional Holders
▼ 48 vs Q2
$10.59B
Total Inst. Value
▼ $5.28B vs Q2
36.43M
Shares Outstanding
freeFloat 99.64%
36.98M
13F Shares Held
▲ 1.32M vs Q2
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
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-computer programming, data processing, etc. | 4.93M | 13.01% | 13.01% | $1.41T | Nov 7, 2025 | ▲ 107.2K |
BLACKROCK, INC. services-computer programming, data processing, etc. | 3.40M | 8.97% | 8.97% | $974.91B | Nov 12, 2025 | ▲ 39.0K |
MORGAN STANLEY services-computer programming, data processing, etc. | 2.17M | 5.72% | 5.72% | $621.46B | May 27, 2026 | ▼ 205.6K |
STATE STREET CORP services-computer programming, data processing, etc. | 1.96M | 5.17% | 5.17% | $561.87B | Nov 14, 2025 | ▲ 23.7K |
BAMCO INC /NY/ services-computer programming, data processing, etc. | 1.82M | 4.80% | 4.80% | $521.14B | Nov 14, 2025 | ▼ 412.9K |
LOOMIS SAYLES & CO L P services-computer programming, data processing, etc. | 1.53M | 4.04% | 4.04% | $439.10B | Nov 13, 2025 | ▲ 24.6K |
WELLS FARGO & COMPANY/MN services-computer programming, data processing, etc. | 1.33M | 3.52% | 3.52% | $382.14B | Nov 13, 2025 | ▼ 39.3K |
NINETY ONE UK LTD services-computer programming, data processing, etc. | 1.21M | 3.18% | 3.18% | $345.76B | Nov 13, 2025 | ▲ 14.3K |
GEODE CAPITAL MANAGEMENT, LLC services-computer programming, data processing, etc. | 1.10M | 2.91% | 2.91% | $315.10B | Nov 12, 2025 | ▼ 58.4K |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC services-computer programming, data processing, etc. | 1.04M | 2.74% | 2.74% | $297.30B | Nov 13, 2025 | ▼ 30.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
32
Increased
+2.34M shares0
New Positions
first time holders17
Decreased
−1.20M shares0
Sold Out
fully exitedNet shares change (top 50)
+1.13M
+2.34M / −1.20M
Net new holders
+15
0 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 100.0% of total shares outstanding. Company insiders own approximately 0.36%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of FactSet Research Systems Inc. is VANGUARD GROUP INC, holding approximately 4.93 million shares — equal to 13.01% of outstanding shares — as of September 30, 2025.
A total of 797 institutional investors currently hold FDS stock, with a combined institutional value of approximately $10.59 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 100.0% of shares. The largest shareholder is VANGUARD GROUP INC with a 13.01% stake. Company insiders hold 0.36%. Data sourced from SEC Form 13F as of September 30, 2025.