FDS: FactSet Research Systems Inc. insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | 13G amendment | BAMCO INC /NY/ | 11.81% | SEC |
Institutional ownership (Q2 2026)
770 institutions reported holding $9.04B of FactSet Research Systems Inc. on Form 13F (728 the quarter before). 131 opened a new position and 93 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| BAMCO INC /NY/ | 4,200,856 | $966.53M |
| BlackRock, Inc. | 2,858,389 | $657.66M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,379,691 | $547.52M |
| STATE STREET CORP | 1,873,867 | $431.14M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,781,324 | $409.85M |
| AQR CAPITAL MANAGEMENT LLC | 1,675,700 | $385.55M |
| LOOMIS SAYLES & CO L P | 1,439,274 | $331.15M |
| GEODE CAPITAL MANAGEMENT, LLC | 1,380,700 | $317.27M |
| Ninety One UK Ltd | 1,189,240 | $273.62M |
| MORGAN STANLEY | 1,100,714 | $253.25M |
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