FDS Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.00%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $29,458,110.19

FactSet Research Systems Insider Trading History Chart

FactSet Research Systems Share Price & Price History

^$469.48

▲ +22.67 (5.07%)

As of 09/19/2024 06:42 PM 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
9/3/2024	Philip Snow	CEO	Sell	3,000	$416.59	$1,249,770.00	12,915
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
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

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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
9/16/2024	Verity & Verity LLC	751	$0.31M	0.0%	N/A	0.002%
9/5/2024	Sanctuary Advisors LLC	23,092	$9.73M	0.1%	N/A	0.061%
8/26/2024	Teachers Retirement System of The State of Kentucky	3,019	$1.23M	0.0%	-5.3%	0.008%
8/23/2024	Aristides Capital LLC	3,000	$1.23M	0.3%	N/A	0.008%
8/22/2024	Cetera Investment Advisers	5,791	$2.36M	0.0%	+7.2%	0.015%
8/21/2024	Truist Financial Corp	27,211	$11.11M	0.0%	-5.8%	0.072%
8/19/2024	Fiera Capital Corp	293,660	$119.89M	0.4%	-21.9%	0.772%
8/19/2024	B. Riley Wealth Advisors Inc.	497	$0.20M	0.0%	-33.2%	0.001%
8/16/2024	Core Alternative Capital	16,417	$6.70M	1.3%	-15.1%	0.043%
8/16/2024	Quarry LP	152	$62K	0.0%	N/A	0.000%
8/16/2024	Wallace Advisory Group LLC	866	$0.35M	0.3%	-3.8%	0.002%
8/16/2024	Northwestern Mutual Wealth Management Co.	6,734	$2.76M	0.0%	+8.5%	0.018%
8/16/2024	NewEdge Advisors LLC	5,266	$2.15M	0.0%	+20.8%	0.014%
8/16/2024	Coastal Bridge Advisors LLC	7,915	$3.23M	0.8%	-1.4%	0.021%
8/16/2024	Creative Planning	3,859	$1.58M	0.0%	-13.6%	0.010%
8/16/2024	SkyView Investment Advisors LLC	1,724	$0.70M	0.1%	+13.0%	0.005%
8/16/2024	Sepio Capital LP	4,575	$1.87M	0.2%	-0.8%	0.012%
8/15/2024	Susquehanna Portfolio Strategies LLC	6,311	$2.58M	0.1%	-50.9%	0.017%
8/15/2024	Susquehanna Fundamental Investments LLC	21,040	$8.59M	0.2%	+159.7%	0.055%
8/15/2024	Scientech Research LLC	2,965	$1.21M	0.2%	N/A	0.008%
8/15/2024	Mackenzie Financial Corp	6,865	$2.80M	0.0%	+24.9%	0.018%
8/15/2024	The Manufacturers Life Insurance Company	26,878	$10.97M	0.0%	-0.3%	0.071%
8/15/2024	Millennium Management LLC	119,582	$48.82M	0.0%	+2,873.9%	0.314%
8/15/2024	MBB Public Markets I LLC	2,800	$1.14M	0.0%	N/A	0.007%
8/15/2024	Dundas Partners LLP	74,556	$30.44M	2.4%	+0.9%	0.196%
8/15/2024	Earnest Partners LLC	68,733	$28.06M	0.1%	-7.5%	0.181%
8/15/2024	APG Asset Management N.V.	9,135	$3.48M	0.0%	+458.7%	0.024%
8/15/2024	AQR Capital Management LLC	14,994	$6.12M	0.0%	+68.8%	0.039%
8/15/2024	AXA S.A.	18,361	$7.50M	0.0%	+146.2%	0.048%
8/15/2024	Toronto Dominion Bank	19,023	$7.77M	0.0%	-13.9%	0.050%
8/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	7,300	$2.98M	0.0%	+60.5%	0.019%
8/14/2024	Xponance Inc.	11,159	$4.56M	0.0%	+7.3%	0.029%
8/14/2024	Bank of Montreal Can	43,667	$18.58M	0.0%	+2.9%	0.115%
8/14/2024	Public Sector Pension Investment Board	6,498	$2.65M	0.0%	+8.7%	0.017%
8/14/2024	EverSource Wealth Advisors LLC	291	$0.12M	0.0%	+22.8%	0.001%
8/14/2024	Gabelli Funds LLC	1,100	$0.45M	0.0%	+57.1%	0.003%
8/14/2024	Heron Bay Capital Management	41,258	$16.84M	3.6%	+22.3%	0.108%
8/14/2024	Mount Yale Investment Advisors LLC	1,657	$0.68M	0.1%	-4.5%	0.004%
8/14/2024	ProShare Advisors LLC	7,745	$3.16M	0.0%	+5.1%	0.020%
8/13/2024	Hancock Whitney Corp	495	$0.20M	0.0%	-98.3%	0.001%
8/13/2024	Kayne Anderson Rudnick Investment Management LLC	1,155,725	$471.85M	1.2%	-0.7%	3.038%
8/13/2024	Legacy Financial Advisors Inc.	834	$0.34M	0.1%	+4.0%	0.002%
8/13/2024	Ensign Peak Advisors Inc	22,727	$9.28M	0.0%	+0.6%	0.060%
8/13/2024	Ameritas Investment Partners Inc.	4,664	$1.90M	0.1%	+4.5%	0.012%
8/13/2024	Thrivent Financial for Lutherans	177,847	$72.61M	0.1%	-17.2%	0.468%
8/13/2024	Sei Investments Co.	73,105	$29.85M	0.0%	-6.3%	0.192%
8/13/2024	Pacer Advisors Inc.	2,742	$1.12M	0.0%	-64.2%	0.007%
8/13/2024	Canada Pension Plan Investment Board	2,808	$1.15M	0.0%	-48.5%	0.007%
8/13/2024	Public Employees Retirement Association of Colorado	3,911	$1.60M	0.0%	-1.6%	0.010%
8/13/2024	Benjamin F. Edwards & Company Inc.	1,337	$0.55M	0.0%	+323.1%	0.004%
8/12/2024	Intech Investment Management LLC	9,387	$3.83M	0.0%	-18.2%	0.025%
8/12/2024	XTX Topco Ltd	6,458	$2.64M	0.2%	N/A	0.017%
8/12/2024	Seven Eight Capital LP	626	$0.26M	0.0%	N/A	0.002%
8/12/2024	Hsbc Holdings PLC	89,167	$36.42M	0.0%	+7.0%	0.234%
8/12/2024	Blair William & Co. IL	2,190	$0.89M	0.0%	-2.5%	0.006%
8/12/2024	Amalgamated Bank	7,926	$3.24M	0.0%	-4.1%	0.021%
8/12/2024	Tredje AP fonden	5,988	$2.45M	0.0%	-1.5%	0.016%
8/12/2024	Meiji Yasuda Asset Management Co Ltd.	5,753	$2.35M	0.1%	+4.2%	0.015%
8/12/2024	Argent Trust Co	1,312	$0.54M	0.0%	+2.1%	0.003%
8/10/2024	Bradley Foster & Sargent Inc. CT	629	$0.26M	0.0%	N/A	0.002%
8/10/2024	Mutual of America Capital Management LLC	4,806	$1.96M	0.0%	-3.7%	0.013%
8/10/2024	Axxcess Wealth Management LLC	2,338	$0.96M	0.0%	+18.0%	0.006%
8/10/2024	Virtu Financial LLC	2,032	$0.83M	0.1%	N/A	0.005%
8/10/2024	Stock Yards Bank & Trust Co.	1,081	$0.44M	0.0%	-22.9%	0.003%
8/9/2024	Quantbot Technologies LP	7,319	$2.99M	0.1%	N/A	0.019%
8/9/2024	Dimensional Fund Advisors LP	235,387	$96.11M	0.0%	+21.5%	0.619%
8/9/2024	Massachusetts Financial Services Co. MA	441,883	$180.41M	0.1%	-0.5%	1.162%
8/9/2024	Prime Capital Investment Advisors LLC	3,494	$1.43M	0.0%	-9.9%	0.009%
8/8/2024	Envestnet Asset Management Inc.	101,322	$41.37M	0.0%	+1.7%	0.266%
8/8/2024	Oppenheimer Asset Management Inc.	5,344	$2.18M	0.0%	+12.0%	0.014%
8/8/2024	Dai ichi Life Insurance Company Ltd	2,998	$1.22M	0.0%	+3.6%	0.008%
8/8/2024	HBK Sorce Advisory LLC	736	$0.30M	0.0%	+4.8%	0.002%
8/8/2024	Federated Hermes Inc.	127	$52K	0.0%	N/A	0.000%
8/8/2024	Meeder Advisory Services Inc.	999	$0.41M	0.0%	+17.9%	0.003%
8/8/2024	DekaBank Deutsche Girozentrale	13,304	$5.51M	0.0%	+37.1%	0.035%
8/8/2024	Main Street Financial Solutions LLC	857	$0.35M	0.0%	N/A	0.002%
8/8/2024	PFG Advisors	3,253	$1.33M	0.1%	-2.2%	0.009%
8/8/2024	Cornercap Investment Counsel Inc.	2,406	$0.98M	0.2%	N/A	0.006%
8/8/2024	Achmea Investment Management B.V.	9,488	$3.87M	0.1%	+12.4%	0.025%
8/8/2024	Forsta AP Fonden	9,800	$4M	0.0%	-49.7%	0.026%
8/8/2024	Qsemble Capital Management LP	1,406	$0.57M	0.1%	N/A	0.004%
8/8/2024	American Century Companies Inc.	10,188	$4.16M	0.0%	+8.5%	0.027%
8/8/2024	State of New Jersey Common Pension Fund D	14,079	$5.75M	0.0%	-32.4%	0.037%
8/8/2024	Sentry Investment Management LLC	167	$68K	0.0%	-16.9%	0.000%
8/8/2024	AdvisorShares Investments LLC	12,393	$5.10M	0.9%	+7.4%	0.033%
8/7/2024	Headlands Technologies LLC	145	$59K	0.0%	-64.9%	0.000%
8/7/2024	Coldstream Capital Management Inc.	5,518	$2.25M	0.1%	+2.7%	0.015%
8/7/2024	Daiwa Securities Group Inc.	8,721	$3.56M	0.0%	-4.6%	0.023%
8/7/2024	Andra AP fonden	14,500	$5.92M	0.1%	+110.1%	0.038%
8/7/2024	Royal London Asset Management Ltd.	123,981	$50.62M	0.1%	-14.2%	0.326%
8/7/2024	Texas Permanent School Fund Corp	6,316	$2.58M	0.0%	-28.0%	0.017%
8/7/2024	Choreo LLC	505	$0.21M	0.0%	N/A	0.001%
8/7/2024	Prudential PLC	9,158	$3.74M	0.0%	-9.5%	0.024%
8/7/2024	Ashton Thomas Private Wealth LLC	200	$82K	0.0%	N/A	0.001%
8/6/2024	Quest Partners LLC	68	$28K	0.0%	+6,700.0%	0.000%
8/6/2024	Oak Thistle LLC	800	$0.33M	0.2%	N/A	0.002%
8/6/2024	Ballentine Partners LLC	966	$0.39M	0.0%	-12.9%	0.003%
8/6/2024	Caprock Group LLC	653	$0.27M	0.0%	N/A	0.002%
8/6/2024	Certuity LLC	1,137	$0.46M	0.0%	-9.9%	0.003%
8/6/2024	Acadian Asset Management LLC	558	$0.23M	0.0%	N/A	0.001%

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: $469.48

$451.80

$475.25

50 Day Range

MA: $419.80

$397.10

$453.98

52 Week Range

Now: $469.48

$391.84

$488.64

Volume

670,978 shs

Average Volume

267,540 shs

Market Capitalization

$17.86 billion

P/E Ratio

35.41

Dividend Yield

0.95%

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%
Kayne Anderson Rudnick Investment Management LLC — 3.04%
Massachusetts Financial Services Co. MA — 1.16%
Fiera Capital Corp — 0.77%
Fiera Capital Corp — 0.77%
PineStone Asset Management Inc. — 0.72%
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:
Fiera Capital Corp
Fiera Capital Corp
Thrivent Financial for Lutherans
Westwind Capital
Hancock Whitney Corp
Royal London Asset Management Ltd.
West Coast Financial LLC
Susquehanna International Group LLP
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:
Millennium Management LLC
PineStone Asset Management Inc.
Dimensional Fund Advisors LP
Sanctuary Advisors LLC
Hantz Financial Services Inc.
Susquehanna Fundamental Investments LLC
Ninety One UK Ltd
AXA S.A.