FDS Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.00%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $29,586,090.19

FactSet Research Systems Insider Trading History Chart

FactSet Research Systems Share Price & Price History

^$415.50

▲ +3.84 (0.93%)

As of 07/26/2024 01:00 AM ET

Days: 30 | 90 | 365

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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
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
5/5/2023	Jonathan Reeve	EVP	Sell	783	$404.82	$316,974.06	92
4/17/2023	Goran Skoko	EVP	Sell	7,969	$412.96	$3,290,878.24	4,352
4/12/2023	Gregory T. Moskoff	CAO	Sell	311	$409.30	$127,292.30	106
4/11/2023	Jonathan Reeve	EVP	Sell	720	$407.87	$293,666.40	178
4/3/2023	Katherine M. Stepp	CTO	Sell	297	$417.58	$124,021.26	451
3/31/2023	Robert J. Robie	EVP	Sell	2,457	$412.31	$1,013,045.67	1,436
3/1/2023	Philip Snow	CEO	Sell	3,000	$412.91	$1,238,730.00	8,247
2/1/2023	Philip Snow	CEO	Sell	3,000	$422.22	$1,266,660.00	8,247
12/21/2022	Jonathan Reeve	EVP	Sell	350	$403.81	$141,333.50	178
12/1/2022	Philip Snow	CEO	Sell	2,500	$463.67	$1,159,175.00	8,247
11/1/2022	Philip Snow	CEO	Sell	2,500	$427.94	$1,069,850.00	8,247
10/6/2022	Robert J. Robie	EVP	Sell	2,800	$424.50	$1,188,600.00	598
10/3/2022	Philip Snow	CEO	Sell	2,500	$401.21	$1,003,025.00	4,057
8/1/2022	Philip Snow	CEO	Sell	2,500	$424.92	$1,062,300.00	3,988
7/8/2022	Jonathan Reeve	EVP	Sell	335	$401.55	$134,519.25	111
7/1/2022	Philip Snow	CEO	Sell	2,500	$384.54	$961,350.00	3,988
6/28/2022	Sheila B. Jordan	Director	Sell	2,572	$391.15	$1,006,037.80	177
6/24/2022	Joseph Zimmel	Director	Sell	1,000	$390.62	$390,620.00	1,542
6/1/2022	Philip Snow	CEO	Sell	2,500	$370.95	$927,375.00	3,988
5/2/2022	Philip Snow	CEO	Sell	2,500	$404.37	$1,010,925.00	3,988
4/26/2022	Robin Ann Abrams	Director	Sell	1,767	$418.98	$740,337.66	4,531
4/8/2022	Joseph Zimmel	Director	Sell	1,207	$443.11	$534,833.77	2,542
4/7/2022	Gene D. Fernandez	Insider	Sell	16,517	$442.99	$7,316,865.83
4/6/2022	Laurie Siegel	Director	Sell	1,286	$440.00	$565,840.00	1,177
4/1/2022	Philip Snow	CEO	Sell	2,500	$435.37	$1,088,425.00
3/1/2022	Philip Snow	CEO	Sell	2,500	$406.07	$1,015,175.00
2/1/2022	Philip Snow	CEO	Sell	2,500	$422.02	$1,055,050.00
12/1/2021	Philip Snow	CEO	Sell	2,500	$474.52	$1,186,300.00
11/10/2021	Jonathan Reeve	EVP	Sell	735	$451.24	$331,661.40
11/1/2021	Philip Snow	CEO	Sell	2,500	$442.91	$1,107,275.00
10/15/2021	Goran Skoko	EVP	Sell	982	$415.46	$407,981.72
10/1/2021	Philip Snow	CEO	Sell	2,500	$397.59	$993,975.00
10/1/2021	Robert J. Robie	EVP	Sell	3,049	$392.45	$1,196,580.05
9/30/2021	Joseph Zimmel	Director	Sell	2,024	$398.78	$807,130.72
9/1/2021	Philip Snow	CEO	Sell	2,500	$380.41	$951,025.00
8/12/2021	Rachel Rebecca Stern	EVP	Sell	6,809	$363.00	$2,471,667.00	2,920
8/10/2021	Joseph Zimmel	Director	Sell	4,554	$364.13	$1,658,248.02	1,900
8/5/2021	Sheila B. Jordan	Director	Sell	1,935	$357.13	$691,046.55	1,935

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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
7/26/2024	Klein Pavlis & Peasley Financial Inc.	1,770	$0.72M	0.6%	+15.9%	0.005%
7/26/2024	Allspring Global Investments Holdings LLC	1,801	$0.74M	0.0%	-14.1%	0.005%
7/26/2024	State of Michigan Retirement System	33,735	$13.77M	0.1%	-0.3%	0.089%
7/26/2024	Bank of New York Mellon Corp	255,443	$104.29M	0.0%	-0.2%	0.672%
7/25/2024	AMG National Trust Bank	1,150	$0.47M	0.0%	+100.0%	0.003%
7/25/2024	Institute for Wealth Management LLC.	1,820	$0.74M	0.1%	+14.8%	0.005%
7/25/2024	Mn Services Vermogensbeheer B.V.	15,000	$6.12M	0.0%	-2.6%	0.039%
7/25/2024	Capital Insight Partners LLC	10,857	$4.43M	0.8%	-1.9%	0.029%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	12,104	$4.94M	0.1%	+23.5%	0.032%
7/24/2024	Diversified LLC	638	$0.26M	0.0%	+20.2%	0.002%
7/24/2024	L. Roy Papp & Associates LLP	19,275	$7.87M	1.0%	-1.6%	0.051%
7/24/2024	New York State Teachers Retirement System	39,903	$16.29M	0.0%	-3.7%	0.105%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	563	$0.23M	0.0%	-16.3%	0.001%
7/24/2024	DT Investment Partners LLC	120	$49K	0.0%	+50.0%	0.000%
7/24/2024	&PARTNERS	6,186	$2.53M	0.1%	N/A	0.016%
7/23/2024	American National Bank	238	$97K	0.0%	+19.6%	0.001%
7/23/2024	Rockland Trust Co.	876	$0.36M	0.0%	-6.1%	0.002%
7/23/2024	Eads & Heald Wealth Management	3,613	$1.48M	0.7%	-4.1%	0.009%
7/22/2024	Fifth Third Bancorp	1,169	$0.48M	0.0%	+5.5%	0.003%
7/22/2024	Running Oak Capital LLC	20,235	$8.26M	1.5%	-10.3%	0.053%
7/22/2024	Chevy Chase Trust Holdings LLC	21,281	$8.69M	0.0%	-1.2%	0.056%
7/22/2024	Sanibel Captiva Trust Company Inc.	6,273	$2.56M	0.1%	-4.0%	0.016%
7/22/2024	West Coast Financial LLC	1,297	$0.53M	0.1%	-92.1%	0.003%
7/22/2024	Dakota Wealth Management	1,838	$0.75M	0.0%	+11.2%	0.005%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	5,191	$2.15M	0.0%	-2.4%	0.014%
7/22/2024	Ninety One UK Ltd	1,216,461	$496.65M	1.4%	+0.9%	3.198%
7/22/2024	Ninety One North America Inc.	108,586	$44.33M	2.2%	-11.4%	0.285%
7/20/2024	Capital Investment Services of America Inc.	1,593	$0.65M	0.1%	-5.9%	0.004%
7/20/2024	Parsons Capital Management Inc. RI	750	$0.31M	0.0%	-4.3%	0.002%
7/20/2024	Raymond James Financial Services Advisors Inc.	30,194	$12.33M	0.0%	-4.2%	0.079%
7/20/2024	Nisa Investment Advisors LLC	12,478	$5.09M	0.0%	-0.4%	0.033%
7/19/2024	KFG Wealth Management LLC	1,008	$0.41M	0.2%	+6.6%	0.003%
7/19/2024	Marshall Financial Group LLC	2,548	$1.04M	0.3%	+3.5%	0.007%
7/19/2024	Raymond James & Associates	111,175	$45.39M	0.0%	-1.8%	0.292%
7/19/2024	OFI Invest Asset Management	5,000	$1.91M	0.1%	N/A	0.013%
7/19/2024	Boston Trust Walden Corp	271,035	$110.66M	0.8%	-0.9%	0.713%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	83,812	$34.22M	0.0%	-9.9%	0.220%
7/19/2024	Everpar Advisors LLC	846	$0.35M	0.2%	+13.1%	0.002%
7/19/2024	Gladius Capital Management LP	81	$33K	0.0%	N/A	0.000%
7/18/2024	Blue Trust Inc.	139	$57K	0.0%	+69.5%	0.000%
7/18/2024	Outlook Wealth Advisors LLC	717	$0.29M	0.1%	+25.1%	0.002%
7/18/2024	Baker Tilly Wealth Management LLC	1,252	$0.51M	0.2%	-62.2%	0.003%
7/18/2024	Portside Wealth Group LLC	3,210	$1.31M	0.3%	-2.4%	0.008%
7/18/2024	JLB & Associates Inc.	10,776	$4.40M	0.6%	+0.9%	0.028%
7/18/2024	Naples Global Advisors LLC	3,870	$1.58M	0.2%	+26.5%	0.010%
7/18/2024	Cordatus Wealth Management LLC	4,169	$1.70M	0.6%	N/A	0.011%
7/18/2024	LA Financiere DE L Echiquier	10,049	$4.10M	0.2%	-41.7%	0.026%
7/18/2024	Assenagon Asset Management S.A.	1,637	$0.67M	0.0%	-46.2%	0.004%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	45,949	$20.32M	0.2%	+3.1%	0.121%
7/17/2024	Mcdonald Partners LLC	2,187	$0.89M	0.2%	+2.3%	0.006%
7/17/2024	Quantum Private Wealth LLC	1,202	$0.49M	0.2%	-3.5%	0.003%
7/17/2024	Mattern Wealth Management LLC	1,441	$0.59M	0.1%	-70.8%	0.004%
7/17/2024	SteelPeak Wealth LLC	2,629	$1.07M	0.0%	+134.1%	0.007%
7/16/2024	Envestnet Portfolio Solutions Inc.	2,797	$1.14M	0.0%	+2.6%	0.007%
7/16/2024	PGGM Investments	5,469	$2.23M	0.0%	-2.3%	0.014%
7/16/2024	PineStone Asset Management Inc.	272,973	$111.45M	0.8%	+53.3%	0.718%
7/16/2024	Riverview Trust Co	68	$28K	0.0%	-77.4%	0.000%
7/16/2024	TRUE Private Wealth Advisors	983	$0.40M	0.0%	+13.1%	0.003%
7/16/2024	V Square Quantitative Management LLC	1,058	$0.43M	0.1%	+9.8%	0.003%
7/16/2024	Wealth Enhancement Advisory Services LLC	4,234	$1.73M	0.0%	+13.1%	0.011%
7/16/2024	SJS Investment Consulting Inc.	88	$36K	0.0%	+300.0%	0.000%
7/16/2024	Diversified Trust Co	1,972	$0.81M	0.0%	+3.1%	0.005%
7/16/2024	Sequoia Financial Advisors LLC	1,081	$0.44M	0.0%	+12.1%	0.003%
7/16/2024	Strong Tower Advisory Services	3,887	$1.59M	0.5%	+18.4%	0.010%
7/15/2024	D.B. Root & Company LLC	2,534	$1.04M	0.4%	+7.3%	0.007%
7/15/2024	Sapient Capital LLC	840	$0.34M	0.0%	-94.1%	0.002%
7/15/2024	Brady Family Wealth LLC	723	$0.30M	0.1%	-4.2%	0.002%
7/15/2024	Aurora Investment Managers LLC.	3,985	$1.63M	1.1%	-2.4%	0.010%
7/15/2024	Czech National Bank	7,263	$2.97M	0.0%	+8.3%	0.019%
7/13/2024	Hurlow Wealth Management Group Inc.	1,019	$0.42M	0.1%	-2.3%	0.003%
7/12/2024	Curated Wealth Partners LLC	751	$0.31M	0.0%	-180.6%	0.002%
7/12/2024	Mitchell & Pahl Private Wealth LLC	1,824	$0.75M	0.4%	+5.0%	0.005%
7/12/2024	JGP Wealth Management LLC	20,334	$8.30M	1.2%	+2.0%	0.053%
7/12/2024	Gateway Investment Advisers LLC	15,371	$6.28M	0.1%	-8.2%	0.040%
7/12/2024	SG Americas Securities LLC	8,857	$3.62M	0.0%	+49.5%	0.023%
7/12/2024	QRG Capital Management Inc.	1,058	$0.43M	0.0%	+6.0%	0.003%
7/12/2024	Profit Investment Management LLC	2,665	$1.09M	0.7%	+32.6%	0.007%
7/12/2024	Bath Savings Trust Co	31,717	$12.95M	1.4%	+1.3%	0.083%
7/10/2024	Simplicity Wealth LLC	693	$0.28M	0.0%	-12.2%	0.002%
7/10/2024	Westwind Capital	2,056	$84K	0.0%	-93.6%	0.005%
7/10/2024	Linden Thomas Advisory Services LLC	7,982	$3.26M	0.5%	+7.3%	0.021%
7/10/2024	CWM LLC	1,762	$0.72M	0.0%	-5.0%	0.005%
7/9/2024	Somerset Trust Co	8,214	$3.35M	1.4%	+0.7%	0.022%
7/9/2024	Harbor Capital Advisors Inc.	2,417	$0.99M	0.1%	+99.1%	0.006%
7/9/2024	Mather Group LLC.	561	$0.23M	0.0%	+129.9%	0.001%
7/8/2024	Birch Capital Management LLC	7,087	$2.89M	1.5%	+4.2%	0.019%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	2,504	$1.02M	0.3%	N/A	0.007%
7/5/2024	Institutional & Family Asset Management LLC	8,538	$3.49M	0.5%	-3.3%	0.022%
7/5/2024	DNB Asset Management AS	5,934	$2.42M	0.0%	+1.3%	0.016%
7/3/2024	First Financial Bank Trust Division	2,115	$0.86M	0.1%	-4.5%	0.006%
7/2/2024	First Hawaiian Bank	7,954	$3.25M	0.1%	+1.8%	0.021%
7/2/2024	GAMMA Investing LLC	716	$0.29M	0.0%	+14.0%	0.002%
7/2/2024	Park Place Capital Corp	176	$72K	0.0%	-27.9%	0.000%
6/20/2024	HM Payson & Co.	1,118	$0.51M	0.0%	+6.7%	0.003%
6/14/2024	SRN Advisors LLC	3,024	$1.37M	1.1%	+5.0%	0.008%
6/4/2024	DekaBank Deutsche Girozentrale	9,704	$4.32M	0.0%	-6.9%	0.025%
5/28/2024	Teachers Retirement System of The State of Kentucky	3,188	$1.45M	0.0%	-2.5%	0.008%
5/24/2024	Cetera Advisors LLC	445	$0.20M	0.0%	N/A	0.001%
5/24/2024	Cetera Investment Advisers	5,400	$2.45M	0.0%	+214.5%	0.014%
5/23/2024	Dock Street Asset Management Inc.	39,524	$17.96M	2.7%	-6.9%	0.104%

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: $415.50

$412.59

$419.84

50 Day Range

MA: $418.06

$394.98

$452.70

52 Week Range

Now: $415.50

$391.84

$488.64

Volume

213,657 shs

Average Volume

262,262 shs

Market Capitalization

$15.81 billion

P/E Ratio

31.33

Dividend Yield

1.00%

Beta

0.75

Who are the company insiders with the largest holdings of FactSet Research Systems?: FactSet Research Systems' top insider shareholders include:
Christopher R Ellis (EVP)
Frederick Philip Snow (CEO)
Robin Ann Abrams (Director)
Goran Skoko (EVP)
Robert J Robie (EVP)
Kristina W Karnovsky (EVP)
Katherine M Stepp (CTO)
Laurie Siegel (Director)
John Costigan (Insider)
Jonathan Reeve (EVP)
Gregory T Moskoff (CAO)
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:
Ninety One UK Ltd — 3.20%
PineStone Asset Management Inc. — 0.72%
Boston Trust Walden Corp — 0.71%
Bank of New York Mellon Corp — 0.67%
Raymond James & Associates — 0.29%
Ninety One North America Inc. — 0.29%
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:
Westwind Capital
West Coast Financial LLC
Ninety One North America Inc.
Sapient Capital LLC
Sumitomo Mitsui Trust Holdings Inc.
LA Financiere DE L Echiquier
Mattern Wealth Management LLC
Boston Trust Walden Corp
Within the previous year, company insiders that have sold FactSet Research Systems company stock include:
Christopher R Ellis (EVP)
Frederick Philip Snow (CEO)
Robin Ann Abrams (Director)
Goran Skoko (EVP)
Robert J Robie (EVP)
Kristina W Karnovsky (EVP)
Katherine M Stepp (CTO)
Laurie Siegel (Director)
John Costigan (Insider)
Jonathan Reeve (EVP)
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:
PineStone Asset Management Inc.
Ninety One UK Ltd
&PARTNERS
OFI Invest Asset Management
Cordatus Wealth Management LLC
SG Americas Securities LLC
Thurston Springer Miller Herd & Titak Inc.
Van Lanschot Kempen Investment Management N.V.