FDS Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 1.20%

Insider Buying (Last 12 Months): $328,504.82

Insider Selling (Last 12 Months): $7,348,259.40

FactSet Research Systems Insider Trading History Chart

FactSet Research Systems Share Price & Price History

^$222.34

▼ -5.956 (-2.61%)

As of 06/18/2026 03:59 PM ET

Days: 30 | 90 | 365

FactSet Research Systems Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
1/12/2026	Malcolm Frank	Director	Sell	2,572	$295.70	$760,540.40	879
1/8/2026	Laurie Siegel	Director	Sell	2,572	$296.25	$761,955.00	1,037
11/6/2025	Goran Skoko	EVP	Buy	500	$252.93	$126,465.00	9,192
10/6/2025	Helen L Shan	EVP	Buy	370	$275.48	$101,927.60	9,284
10/3/2025	Barak Eilam	Director	Sell	1	$283.21	$283.21	285
9/23/2025	Christopher McLoughlin	Insider	Buy	338	$296.19	$100,112.22	3,446
7/14/2025	James J. McGonigle	Director	Sell	2,925	$451.39	$1,320,315.75	4,461
7/9/2025	Gregory T. Moskoff	CAO	Sell	2,500	$442.60	$1,106,500.00	44
7/8/2025	Christopher R. Ellis	EVP	Sell	7,606	$446.84	$3,398,665.04	23,952
3/24/2025	Gregory T. Moskoff	CAO	Sell	363	$433.73	$157,443.99	44
11/11/2024	John Costigan	Insider	Sell	1,622	$481.00	$780,182.00	299
10/1/2024	Philip Snow	CEO	Sell	3,000	$455.09	$1,365,270.00	12,987
9/26/2024	Christopher R. Ellis	EVP	Sell	13,952	$456.15	$6,364,204.80	23,515
9/26/2024	James J. McGonigle	Director	Sell	5,410	$456.83	$2,471,450.30	5,283
9/3/2024	Philip Snow	CEO	Sell	3,000	$416.59	$1,249,770.00	12,915
8/5/2024	Catrina Harding	Insider	Sell	453	$407.96	$184,805.88	760
8/1/2024	Philip Snow	CEO	Sell	3,000	$412.75	$1,238,250.00	12,915
7/1/2024	Philip Snow	CEO	Sell	3,000	$408.98	$1,226,940.00	12,915
6/25/2024	Robin Ann Abrams	Director	Sell	2,375	$420.71	$999,186.25	9,193
6/24/2024	Katherine M. Stepp	CTO	Sell	1,057	$428.42	$452,839.94	687
6/3/2024	Philip Snow	CEO	Sell	3,000	$400.00	$1,200,000.00	12,915
5/10/2024	Goran Skoko	EVP	Sell	6,215	$436.40	$2,712,226.00	5,262
5/6/2024	Robert J. Robie	EVP	Sell	4,336	$431.48	$1,870,897.28	1,485
5/3/2024	Goran Skoko	EVP	Sell	4,106	$428.57	$1,759,708.42	5,262
5/1/2024	Philip Snow	CEO	Sell	3,000	$415.26	$1,245,780.00	12,915
4/30/2024	Gregory T. Moskoff	CAO	Sell	330	$419.50	$138,435.00	72
4/1/2024	Philip Snow	CEO	Sell	3,000	$452.10	$1,356,300.00	12,915
2/1/2024	Philip Snow	CEO	Sell	3,000	$476.02	$1,428,060.00	12,915
12/28/2023	Laurie Siegel	Director	Sell	1,500	$475.84	$713,760.00	595
12/26/2023	Katherine M. Stepp	CTO	Sell	1,014	$469.25	$475,819.50	687
12/20/2023	Christopher R. Ellis	EVP	Sell	9,291	$450.76	$4,188,011.16	23,433
12/4/2023	Philip Snow	CEO	Sell	3,000	$452.79	$1,358,370.00	12,915
11/3/2023	Kristina W Karnovsky	EVP	Sell	1,371	$447.75	$613,865.25	839
11/1/2023	Philip Snow	CEO	Sell	3,000	$433.78	$1,301,340.00	8,317
10/16/2023	John Costigan	Insider	Sell	1,162	$450.97	$524,027.14	445
10/2/2023	Philip Snow	CEO	Sell	3,000	$435.85	$1,307,550.00	8,247
9/29/2023	Katherine M. Stepp	CTO	Sell	1,805	$444.85	$802,954.25	451
9/27/2023	Robert J. Robie	EVP	Sell	3,000	$431.34	$1,294,020.00	1,436
9/1/2023	Philip Snow	CEO	Sell	3,000	$438.78	$1,316,340.00	8,247
8/1/2023	Philip Snow	CEO	Sell	3,000	$433.22	$1,299,660.00	8,247

SEC Filings (Institutional Ownership Changes) for FactSet Research Systems (NYSE:FDS)

91.24% of FactSet Research Systems stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

FactSet Research Systems Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/18/2026	Pacer Advisors Inc.	3,783	$0.82M	0.0%	+8.5%	0.010%
6/12/2026	Militia Capital Management LLC	16,640	$3.61M	0.8%	N/A	0.046%
6/3/2026	NewEdge Advisors LLC	3,399	$0.74M	0.0%	-32.7%	0.009%
6/1/2026	Caerus Investment Advisors LLC	966	$0.21M	0.1%	-51.0%	0.003%
6/1/2026	Integrated Investment Consultants LLC	1,437	$0.31M	0.1%	-59.5%	0.004%
5/28/2026	Regents of The University of California	226,375	$49.12M	1.6%	+118.2%	0.621%
5/26/2026	Glenmede Trust Co. NA	2,958	$0.64M	0.0%	-1.7%	0.008%
5/22/2026	Summitry LLC	1,052	$0.23M	0.0%	N/A	0.003%
5/22/2026	Wellington Grp LLC	164	$36K	0.0%	-23.4%	0.000%
5/21/2026	Essential Partners LLC	145	$31K	0.0%	-94.9%	0.000%
5/19/2026	Bank of America Corp DE	842,715	$182.86M	0.0%	+33.6%	2.313%
5/19/2026	Edgestream Partners L.P.	1,126	$0.24M	0.0%	N/A	0.003%
5/19/2026	Janus Henderson Group PLC	17,305	$3.75M	0.0%	-4.9%	0.048%
5/19/2026	Arkadios Wealth Advisors	3,046	$0.66M	0.0%	+5.6%	0.008%
5/19/2026	South Dakota Investment Council	1,400	$0.30M	0.0%	+25.0%	0.004%
5/18/2026	Amundi	93,216	$20.23M	0.0%	-2.8%	0.256%
5/18/2026	EverSource Wealth Advisors LLC	690	$0.15M	0.0%	-56.3%	0.002%
5/18/2026	California State Teachers Retirement System	42,573	$9.24M	0.0%	+19.0%	0.117%
5/18/2026	Royal Bank of Canada	190,015	$41.23M	0.0%	+71.1%	0.522%
5/16/2026	American Capital Management Inc.	43,008	$9.33M	0.5%	-68.1%	0.118%
5/16/2026	The Manufacturers Life Insurance Company	26,809	$5.82M	0.0%	-80.6%	0.074%
5/16/2026	Quantinno Capital Management LP	66,953	$14.53M	0.0%	+86.5%	0.184%
5/15/2026	OMERS ADMINISTRATION Corp	8,090	$1.76M	0.0%	+473.8%	0.022%
5/15/2026	Waverly Advisors LLC	4,099	$0.89M	0.0%	-40.8%	0.011%
5/15/2026	Entropy Technologies LP	15,432	$3.35M	0.2%	+116.3%	0.042%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	2,329	$0.51M	0.0%	+57.4%	0.006%
5/14/2026	Morningstar Investment Management LLC	7,299	$1.58M	0.1%	+138.1%	0.020%
5/14/2026	Public Employees Retirement System of Ohio	12,758	$2.77M	0.0%	-2.1%	0.035%
5/14/2026	Arrowstreet Capital Limited Partnership	377,926	$82.01M	0.0%	+123.5%	1.037%
5/14/2026	Caxton Associates LLP	22,626	$4.91M	0.1%	+2,252.0%	0.062%
5/14/2026	Compass Rose Asset Management LP	25,000	$5.43M	0.4%	N/A	0.069%
5/14/2026	Bank of Nova Scotia	2,790	$0.61M	0.0%	-27.3%	0.008%
5/14/2026	Systematic Financial Management LP	43,489	$9.44M	0.2%	N/A	0.119%
5/14/2026	Gibbs Wealth Management	2,517	$0.55M	0.1%	N/A	0.007%
5/14/2026	Sei Investments Co.	73,999	$16.06M	0.0%	-3.1%	0.203%
5/14/2026	Lido Advisors LLC	1,201	$0.26M	0.0%	-14.7%	0.003%
5/14/2026	Globeflex Capital L P	499	$0.11M	0.0%	N/A	0.001%
5/14/2026	State of Wyoming	236	$51K	0.0%	N/A	0.001%
5/13/2026	Cetera Investment Advisers	6,815	$1.48M	0.0%	+17.1%	0.019%
5/13/2026	Alpha Family Trust	1,090	$0.24M	0.1%	-33.5%	0.003%
5/13/2026	Militia Capital Management LLC	15,398	$3.34M	0.8%	N/A	0.042%
5/13/2026	First Trust Advisors LP	48,457	$10.52M	0.0%	-78.1%	0.133%
5/8/2026	PNC Financial Services Group Inc.	29,108	$6.32M	0.0%	+8.2%	0.080%
5/7/2026	Dimensional Fund Advisors LP	362,642	$78.67M	0.0%	-0.5%	0.995%
5/7/2026	Parallel Advisors LLC	788	$0.17M	0.0%	-34.7%	0.002%
5/7/2026	KBC Group NV	1,814	$0.39M	0.0%	-43.6%	0.005%
5/7/2026	Tandem Investment Advisors Inc.	951	$0.21M	0.0%	-25.9%	0.003%
5/7/2026	Swiss National Bank	73,360	$15.92M	0.0%	-1.6%	0.201%
5/7/2026	Kinsale Capital Group Inc.	22,418	$4.86M	0.8%	+26.3%	0.062%
5/6/2026	Aurora Investment Counsel	9,006	$1.95M	1.1%	+31.1%	0.025%
5/6/2026	Annis Gardner Whiting Capital Advisors LLC	2,816	$0.61M	0.1%	+120.2%	0.008%
5/6/2026	California Public Employees Retirement System	73,610	$15.97M	0.0%	-12.8%	0.202%
5/6/2026	Kesler Norman & Wride LLC	2,465	$0.54M	0.1%	-9.1%	0.007%
5/6/2026	Advisortrust Partners LLC	1,250	$0.27M	0.1%	N/A	0.003%
5/6/2026	Assetmark Inc.	250	$54K	0.0%	-38.4%	0.001%
5/6/2026	Bessemer Group Inc.	1,161	$0.25M	0.0%	-62.6%	0.003%
5/6/2026	Allspring Global Investments Holdings LLC	15,794	$3.55M	0.0%	+209.0%	0.043%
5/5/2026	Wealthfront Advisers LLC	1,549	$0.34M	0.0%	-30.6%	0.004%
5/5/2026	D.A. Davidson & CO.	1,674	$0.36M	0.0%	N/A	0.005%
5/5/2026	Marks Group Wealth Management Inc	23,924	$5.19M	0.5%	+46.8%	0.066%
5/5/2026	Bank of New York Mellon Corp	294,091	$63.82M	0.0%	-7.6%	0.807%
5/5/2026	Illinois Municipal Retirement Fund	2,649	$0.58M	0.0%	-29.6%	0.007%
5/5/2026	Sanctuary Advisors LLC	13,002	$2.82M	0.0%	+1.0%	0.036%
5/4/2026	Mattern Capital Management LLC	46,708	$10.14M	1.2%	+53.7%	0.128%
5/4/2026	Mcdonald Capital Investors Inc. CA	188,141	$40.83M	2.8%	+1.3%	0.516%
5/4/2026	State of Michigan Retirement System	244,523	$53.06M	0.3%	+523.2%	0.671%
5/4/2026	Principal Financial Group Inc.	45,209	$9.81M	0.0%	+5.0%	0.124%
5/4/2026	Chicago Partners Investment Group LLC	2,468	$0.54M	0.0%	+52.8%	0.007%
5/4/2026	Parr Mcknight Wealth Management Group LLC	8,501	$1.85M	0.2%	+14.1%	0.023%
5/4/2026	Applied Finance Capital Management LLC	1,347	$0.29M	0.0%	+16.6%	0.004%
5/4/2026	Procyon Advisors LLC	1,442	$0.31M	0.0%	-6.8%	0.004%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	8,642	$1.88M	0.0%	-0.8%	0.024%
5/1/2026	Fifth Third Bancorp	12,069	$2.62M	0.0%	+224.3%	0.033%
5/1/2026	Banyan Capital Management Inc.	34,827	$7.56M	3.3%	N/A	0.096%
5/1/2026	Markel Group Inc.	135,376	$29.38M	0.2%	+11.1%	0.372%
5/1/2026	Sequoia Financial Advisors LLC	2,959	$0.64M	0.0%	-21.5%	0.008%
4/30/2026	Stiles Financial Services Inc	2,830	$0.61M	0.2%	-23.6%	0.008%
4/30/2026	Hsbc Holdings PLC	89,781	$19.31M	0.0%	+30.5%	0.246%
4/30/2026	Azzad Asset Management Inc. ADV	3,594	$0.78M	0.1%	-2.6%	0.010%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	19,794	$4.30M	0.0%	-30.3%	0.054%
4/30/2026	Resona Asset Management Co. Ltd.	7,541	$1.54M	0.0%	+6.4%	0.021%
4/30/2026	Seelaus Asset Management LLC	2,145	$0.47M	0.3%	+6.7%	0.006%
4/30/2026	Oregon Public Employees Retirement Fund	4,248	$0.92M	0.0%	-1.3%	0.012%
4/30/2026	Taylor Frigon Capital Management LLC	5,825	$1.26M	0.7%	-3.3%	0.016%
4/29/2026	Nicholas Hoffman & Company LLC.	3,148	$0.68M	0.0%	N/A	0.009%
4/29/2026	Eads & Heald Wealth Management	2,376	$0.52M	0.3%	-21.4%	0.007%
4/29/2026	R Squared Ltd	2,090	$0.45M	0.2%	N/A	0.006%
4/28/2026	Whittier Trust Co. of Nevada Inc.	566	$0.13M	0.0%	-20.7%	0.002%
4/28/2026	Whittier Trust Co.	443	$0.10M	0.0%	-61.6%	0.001%
4/28/2026	Dividend Assets Capital LLC	1,213	$0.26M	0.1%	-4.5%	0.003%
4/28/2026	Ascentis Independent Advisors	384	$83K	0.0%	N/A	0.001%
4/28/2026	AdvisorShares Investments LLC	22,638	$4.91M	0.9%	-8.8%	0.062%
4/28/2026	Praxis Investment Management Inc.	2,139	$0.46M	0.0%	N/A	0.006%
4/28/2026	Revisor Wealth Management LLC	1,201	$0.26M	0.1%	+53.2%	0.003%
4/28/2026	V Square Quantitative Management LLC	1,416	$0.31M	0.0%	+13.8%	0.004%
4/27/2026	Lafayette Investments Inc.	4,524	$0.98M	0.2%	+1.1%	0.012%
4/27/2026	Hendershot Investments Inc.	22,884	$4.97M	0.7%	+50.1%	0.063%
4/27/2026	HB Wealth Management LLC	3,349	$0.73M	0.0%	+24.2%	0.009%
4/27/2026	Moran Wealth Management LLC	31,705	$6.88M	0.2%	+106.4%	0.087%
4/27/2026	Private Advisor Group LLC	2,152	$0.47M	0.0%	+81.6%	0.006%

Data available starting January 2016

FactSet Research Systems Inc., a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Today's Range

Now: $222.34

$216.56

$223.99

50 Day Range

MA: $231.05

$199.50

$271.22

52 Week Range

Now: $222.34

$185.00

$453.41

Volume

1,732,900 shs

Average Volume

833,189 shs

Market Capitalization

$8.10 billion

P/E Ratio

14.30

Dividend Yield

2.03%

Beta

0.71

Who are the company insiders with the largest holdings of FactSet Research Systems?: FactSet Research Systems' top insider shareholders include:
Charles Snyder (Director)
Philip Hadley (CEO)
Philip A Hadley (Director)
Philip A Hadley (Chairman)
Peter Walsh (COO)
Walter F Siebecker (Director)
Christopher R Ellis (EVP)
James J Mcgonigle (Director)
Maurizio Nicolelli (CFO)
Scott G Miller (EVP)
Learn More about top insider investors at FactSet Research Systems.
Who are the major institutional investors of FactSet Research Systems?: FactSet Research Systems' top institutional shareholders include:
Bank of America Corp DE — 2.31%
Arrowstreet Capital Limited Partnership — 1.04%
Dimensional Fund Advisors LP — 1.00%
Bank of New York Mellon Corp — 0.81%
Boston Trust Walden Corp — 0.70%
State of Michigan Retirement System — 0.67%
Learn More about top institutional investors of FactSet Research Systems stock.
Which institutional investors are selling FactSet Research Systems stock?: In the last quarter, FDS stock was sold by these institutional investors:
First Trust Advisors LP
The Manufacturers Life Insurance Company
American Capital Management Inc.
Boston Trust Walden Corp
Bank of New York Mellon Corp
Assenagon Asset Management S.A.
California Public Employees Retirement System
Sumitomo Mitsui Trust Group Inc.
Within the previous year, company insiders that have sold FactSet Research Systems company stock include:
Christopher R Ellis (EVP)
James J Mcgonigle (Director)
Laurie Siegel (Director)
Malcolm Frank (Director)
Barak Eilam (Director)
Gregory T Moskoff (CAO)
Learn More investors selling FactSet Research Systems stock.
Which institutional investors are buying FactSet Research Systems stock?: During the previous quarter, FDS stock was purchased by institutional investors including:
Bank of America Corp DE
Arrowstreet Capital Limited Partnership
State of Michigan Retirement System
Regents of The University of California
Royal Bank of Canada
SG Americas Securities LLC
Systematic Financial Management LP
Banyan Capital Management Inc.
In the previous year, these company insiders have bought FactSet Research Systems stock:
Helen L Shan (EVP)
Goran Skoko (EVP)
Christopher Mcloughlin (Insider)
Learn More investors buying FactSet Research Systems stock.