FDS

Factset Research Systems INC

-$2.4B

Net Activity

Institutions Holding

724

Popularity Rank

#711

Avg Weight

0.13%

Total Value

$8.3B

Ownership Trend

724 institutions currently hold FDS, with 363 net buyers and 417 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

417

Net Buying Institutions

363

Key Holders

View all 724 holding institutions

Quarterly Activity

Recent Activity

+$4.4B

Total Buy Value

$5.7B

Total Sell Value

New buy92
Trim257
Add271
Sold out160

363

Net Buyers

417

Net Sellers

Game Theory Scenarios

BearishDistribution Signal

Institutions and insiders both dumping FDS

Signal Basis

Institutional net outflow of $2.4B in Q1 2026 with 417 sellers vs 363 buyers; insiders logged 4 sales worth $1.52M with zero buys.

Confirmation

Further insider sell orders or continued institutional exits would solidify the bearish trajectory.

Invalidation Risk

A cluster of insider buying or a swing to institutional net accumulation would cancel this bearish reading.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

90d confidence

0

unique buyers

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

Feb 25
May 25
Sep 25
Jan 26
BuySell
操作內部人交易日金額
賣出Frank Malcolm2026-01-12$308K
賣出Frank Malcolm2026-01-12$452K
賣出SIEGEL LAURIE2026-01-08$588K
賣出SIEGEL LAURIE2026-01-08$174K
買入Skoko Goran2025-11-06$126K
買入Shan Helen L.2025-10-06$102K
賣出Eilam Barak2025-10-03$283
買入McLoughlin Christopher2025-09-23$99K

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-01
2026-07-01

FactSet Research Systems Inc. announced its financial results for the three months ended May 31, 2026, in a press release issued on July 1, 2026. The press release was furnished as Exhibit 99.1 to this Form 8-K and is not incorporated by reference into other SEC filings.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding FACTSET RESEARCH SYSTEMS INC (FDS)?
Major stakeholders currently include Bamco INC /ny/ ($815.1M), BlackRock, Inc. ($613.2M), Vanguard Capital Management LLC ($522.6M). Based on the latest 13F filings, there are a total of 724 tracked investment funds and institutions maintaining positions in FDS.
What is the overall institutional sentiment toward FDS recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.4B, driven by 363 managers accumulating shares while 417 reduced their exposure.
Which institutions have been selling or reducing their FDS positions?
In the latest period, 257 funds trimmed their holdings, and 160 managers completely exited their positions. The aggregate reported sell value was $5.7B.
Are there any notable investors adding FDS to their portfolios?
Yes, buying activity remains notable. 92 institutions opened new positions in {ticker}, and 271 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.4B.

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