Factset Research Systems (FDS)
NYSE: FDS · Services-Computer Programming, Data Processing, Etc. · Norwalk, CT · filing with the SEC since 1996
Grade6.0
◀ Past 7.2● Present 6.3▶ Future 4.9
Who owns Factset Research Systems
As filed with the SECHolders of 5% or more
3
Baron Capital Group, Inc. holds 11.8% of Common Stock, as its SCHEDULE 13G/A filed Aug 14, 2026 says.
Directors and officers
24
report now, of 42 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Baron Capital Group, Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock · 10.2% in Mar 6, 2026
Vanguard Capital Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Blackrock, Inc.
SCHEDULE 13G/A · filed Jan 21, 2026 · Common Stock
Morgan Stanley
SCHEDULE 13G/A · filed Feb 11, 2026 · Common Stock · reported falling below 5%, from 5.7% in Aug 7, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 11.9% in Jan 30, 2026
What FDS reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Liquid Holdings, LLC - LiquidityBook
A company bought · acquisition · Jan 2025 · owns, named in the 10-K filed Oct 22, 2025
Platform Group Limited - Irwin
A company bought · acquisition · Oct 2024 · owns, named in the 10-K filed Oct 22, 2025
51 subsidiaries in 22 countries, from the list filed with the 10-K filed Oct 20, 2026.
Insider tradesForm 4
4sales
1purchases
0sales on a scheduled plan
2people selling
$1.5Msold, in dollars
$100,000bought, in dollars
Open-market trades on Form 4 from Nov 4, 2025 to Nov 4, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 4, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 44 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Frank Malcolm | director | 2 | $800,000 | 0 | 0 | $0 |
| Siegel Laurie | director | 2 | $800,000 | 0 | 0 | $0 |
| Skoko Goran | EVP, Chief Revenue Officer | 0 | $0 | 0 | 1 | $100,000 |