$FDS

$312.94 -$10.45 (3.23%) Live

$FDS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 35.3M shares outstanding

Who owns FDS?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 56.4%

Bamco Inc /ny/ 11.9% · BlackRock, Inc. 8.1%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

764

+37 vs last qtr

Net shares bought

+2.0M

by institutions in Q2 2026

New / sold out

138 / 101

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +1.4M
Bamco Inc /ny/ +444.3K

Biggest sellers in Q2 2026

Bank Of Montreal /can/ −390.1K
PineStone Asset Management Inc. SOLD OUT −387.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.49M

2 notices from 2 people

Shares covered

5.1K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Frank Malcolm Director $757K
Siegel Laurie Director $737K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−7.6%

−0.88% a year

Each share's claim on the business

+8.3%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$2.62B vs $507M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years78% 3–5 years2% 1–3 years6% Under 1 year14%

Quarterly turnover

13.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FDS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B/ Bamco Inc /ny/	4.2M	11.92%	+444.3K (+11.8%)	≤2021	1.5%
Shares held by quarter Peak holding4.2M (Q2'26) Change over 8 quarters+1.7M Share of the company11.920% Bamco Inc /ny/'s full portfolio →
B BlackRock, Inc.	2.9M	8.11%	+32.6K (+1.2%)	≤2021	0.0%
Shares held by quarter Peak holding3.5M (Q1'25) Change over 8 quarters−643.4K Share of the company8.110% BlackRock, Inc.'s full portfolio →

Bamco Inc /ny/

4.2M

% of company

11.92%

Change vs last qtr

+444.3K (+11.8%)

Held since

≤2021

BlackRock, Inc.

2.9M

% of company

8.11%

Change vs last qtr

+32.6K (+1.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding FactSet Research Systems Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FDS on Form N-PORT; together they hold 51.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
BP Baron Partners Fund Baron Select Funds	$494M	2.1M	6.10%	2.74%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$266M	1.2M	3.28%	0.01%	June 30, 2026

Baron Partners Fund

Baron Select Funds

Position value

$494M

% of company

6.10%

% of the fund

2.74%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$266M

% of company

3.28%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding FactSet Research Systems Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
VS Viswanathan Sanoke Insider	50.3K	0.14%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.140% Viswanathan Sanoke's insider activity →
EC Ellis Christopher R Insider	24.7K	0.07%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.070% Ellis Christopher R's insider activity →

Viswanathan Sanoke

Insider

50.3K

% of company

0.14%

Change vs last qtr

—

Held since

—

Ellis Christopher R

Insider

24.7K

% of company

0.07%

Change vs last qtr

—

Held since

—

21 more holders behind a free account

See every insider and 5%+ holder of FactSet Research Systems Inc..

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