FDSNYSEServices-Computer Programming, Data Processing, Etc.Fiscal year ends August 31
FACTSET RESEARCH SYSTEMS INC
Financials through Q3 FY2026, quarter ended May 31, 2026Last filing: 10-K on Oct 20, 2026
$303.21+1.54 (+0.51%)
Close on Oct 19, 2026
- Market cap
- $10.97B
- P/E (TTM)
- 20.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
40M of 36M shares
Institutional holders
764
141 new, 91 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
1 buys · 4 sales
Net sold $1.40M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Baron Capital Group, Inc. | 4,200,856 | 11.81% | 13G (passive) amendment | Jun 30, 2026 |
| Ronald Baron | 3,789,413 | 10.21% | 13G (passive) amendment | Feb 28, 2026 |
| Vanguard Capital Management | 2,735,013 | 7.37% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 2,677,198 | 7.20% | 13G (passive) amendment | Dec 31, 2025 |
| State Street Corporation | 1,932,533 | 5.10% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FDS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bamco Inc /Ny/ | 4,200,856 | 11.81% | $966.53M | +444,269 | 1.45% |
| BlackRock, Inc. | 2,858,389 | 8.04% | $657.66M | +32,566 | 0.01% |
| Vanguard Capital Management LLC | 2,379,691 | 6.69% | $547.52M | −28,945 | 0.01% |
| State Street Corp | 1,873,867 | 5.27% | $431.14M | −24,534 | 0.01% |
| Vanguard Portfolio Management LLC | 1,781,324 | 5.01% | $409.85M | −25,368 | 0.02% |
| Aqr Capital Management LLC | 1,675,700 | 4.71% | $385.55M | +1,368,158 | 0.13% |
| Loomis Sayles & Co L P | 1,439,274 | 4.05% | $331.15M | −38,754 | 0.42% |
| Geode Capital Management, LLC | 1,380,700 | 3.88% | $317.27M | +238,365 | 0.02% |
| Ninety One UK Ltd | 1,189,240 | 3.34% | $273.62M | −5,756 | 0.61% |
| Morgan Stanley | 1,100,714 | 3.09% | $253.25M | +50,394 | 0.01% |
| Invesco Ltd. | 954,411 | 2.68% | $219.59M | −117,252 | 0.02% |
| Bank Of America Corp /De/ | 765,564 | 2.15% | $176.14M | −77,151 | 0.01% |
| ProShare Advisors LLC | 681,037 | 1.91% | $156.69M | +85,035 | 0.23% |
| Arrowstreet Capital, Limited Partnership | 601,136 | 1.69% | $138.31M | +223,210 | 0.06% |
| Goldman Sachs Group Inc | 600,225 | 1.69% | $138.10M | +57,402 | 0.01% |
| Charles Schwab Investment Management Inc | 504,351 | 1.42% | $116.04M | +31,221 | 0.02% |
| UBS Group AG | 407,914 | 1.15% | $93.85M | +44,099 | 0.01% |
| Marshall Wace, Llp | 403,312 | 1.13% | $92.79M | −387,517 | 0.07% |
| Wells Fargo & Company/Mn | 369,718 | 1.04% | $85.06M | −323,513 | 0.01% |
| Northern Trust Corp | 362,277 | 1.02% | $83.35M | +15,109 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 764 | 40M | 100.0% | 141 / 273 | 244 / 91 | 6M | 4M |
| Q1 2026 | 723 | 38M | 100.0% | 104 / 267 | 258 / 166 | 11M | 5M |
| Q4 2025 | 796 | 37M | 100.0% | 169 / 251 | 280 / 128 | 7M | 9M |
| Q3 2025 | 773 | 38M | 100.0% | 98 / 275 | 275 / 151 | 5M | 2M |
| Q2 2025 | 836 | 36M | 100.0% | 97 / 291 | 284 / 81 | 2M | 2M |
| Q1 2025 | 828 | 36M | 100.0% | 86 / 274 | 299 / 90 | 2M | 2M |
| Q4 2024 | 846 | 36M | 100.0% | 98 / 269 | 298 / 73 | 2M | 2M |
| Q3 2024 | 831 | 36M | 100.0% | 97 / 279 | 300 / 63 | 5M | 1M |
| Q2 2024 | 805 | 36M | 100.0% | 94 / 292 | 268 / 61 | 2M | 4M |
| Q1 2024 | 780 | 38M | 100.0% | 69 / 288 | 255 / 59 | 3M | 1M |
| Q4 2023 | 774 | 37M | 100.0% | 102 / 250 | 277 / 49 | 3M | 1M |
| Q3 2023 | 732 | 35M | 97.4% | 61 / 252 | 250 / 60 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FDS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Baron Partners Fund | 2,149,040 | 6.04% | $494.45M | 2.74% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,156,737 | 3.25% | $266.14M | 0.01% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 942,969 | 2.65% | $216.96M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 835,442 | 2.35% | $192.22M | 0.10% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 748,295 | 2.10% | $196.95M | 0.20% | Jul 31, 2026 |
| Baron Focused Growth Fund | 689,600 | 1.94% | $158.66M | 2.82% | Jun 30, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 675,004 | 1.90% | $165.69M | 1.50% | May 31, 2026 |
| Baron Generational Growth Fund | 598,113 | 1.68% | $137.61M | 6.53% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 500,885 | 1.41% | $115.24M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 480,233 | 1.35% | $110.49M | 0.24% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 474,759 | 1.33% | $116.54M | 0.01% | May 31, 2026 |
| Loomis Sayles Growth Fund | 374,483 | 1.05% | $86.16M | 0.53% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 344,499 | 0.97% | $79.26M | 0.37% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 341,059 | 0.96% | $78.47M | 0.08% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 287,910 | 0.81% | $66.24M | 0.52% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sanoke Viswanathan | Chief Executive Officer, Director | 50,267 | 0.14% | Sep 24, 2026 |
| Frederick Philip Snow | Former CEO and Director | 16,686 | 0.05% | Oct 7, 2025 |
| Gregory T. Moskoff | MD,Controller and CAO | 183 | 0.00% | Sep 25, 2026 |
| Dinaz Hirji | Chief People Officer | – | – | Aug 12, 2026 |
| Joshua Warren | EVP, Chief Financial Officer | 2,272 | 0.01% | May 5, 2026 |
| Christopher McLoughlin | Chief Legal Officer | 2,715 | 0.01% | Dec 3, 2025 |
| Goran Skoko | EVP, Chief Revenue Officer | 9,192 | 0.03% | Nov 10, 2025 |
| Robert J. Robie | EVP, Institutional Buyside | 2,555 | 0.01% | Nov 5, 2025 |
| Helen L. Shan | EVP, Chief Financial Officer | 9,735 | 0.03% | Nov 5, 2025 |
| Kristina W. Karnovsky | EVP, Dealmakers & Wealth | 2,787 | 0.01% | Nov 5, 2025 |
| John Costigan | Chief Data Officer | 4,479 | 0.01% | Nov 5, 2025 |
| Katherine M. Stepp | Chief Technology Officer (CTO) | 808 | 0.00% | Nov 5, 2025 |
| Catrina Harding | Chief People Officer | 458 | 0.00% | Nov 5, 2025 |
| Christopher R. Ellis | EVP, Initiatives & P'ships | 24,820 | 0.07% | Nov 5, 2025 |
| Marcel Prins | Director | – | – | Sep 30, 2026 |
| Maria Teresa Tejada | Director | 1,415 | 0.00% | Jan 20, 2026 |
| Laurie Siegel | Director | 1,663 | 0.00% | Jan 20, 2026 |
| Siew Kai Choy | Director | 1,442 | 0.00% | Jan 20, 2026 |
| Barak Eilam | Director | 724 | 0.00% | Jan 20, 2026 |
| Malcolm Frank | Director | 1,592 | 0.00% | Jan 20, 2026 |
| Robin Ann Abrams | Director | 15,490 | 0.04% | Jan 20, 2026 |
| Laurie G. Hylton | Director | 848 | 0.00% | Jan 20, 2026 |
| Shlomo Elisha Wiesel | Director | 1,141 | 0.00% | Jan 20, 2026 |
| Lee Shavel | Director | 1,587 | 0.00% | Jan 20, 2026 |
| James J. McGonigle | Director | 13,653 | 0.04% | Jul 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sanoke Viswanathan Chief Executive Officer, Director | Sep 22, 2026 | Tax withholding | −8,065 | $276.42 | $2.23M | 50,267 |
| Joshua Warren EVP, Chief Financial Officer | May 1, 2026 | Award | +2,272 | – | – | 2,272 |
| Gregory T. Moskoff MD,Controller and CAO | Feb 3, 2026 | Tax withholding | −3 | $222.62 | $668 | 183 |
| Gregory T. Moskoff MD,Controller and CAO | Feb 1, 2026 | Tax withholding | −4 | $254.36 | $1.02K | 186 |
| Robin Ann Abrams Director | Jan 15, 2026 | Award | +604 | – | – | 15,490 |
| Shlomo Elisha Wiesel Director | Jan 15, 2026 | Award | +571 | – | – | 1,141 |
| Malcolm Frank Director | Jan 15, 2026 | Award | +713 | – | – | 1,592 |
| Laurie G. Hylton Director | Jan 15, 2026 | Award | +439 | – | – | 848 |
| Siew Kai Choy Director | Jan 15, 2026 | Award | +439 | – | – | 1,442 |
| Maria Teresa Tejada Director | Jan 15, 2026 | Award | +439 | – | – | 1,415 |
| Lee Shavel Director | Jan 15, 2026 | Award | +571 | – | – | 1,587 |
| Laurie Siegel Director | Jan 15, 2026 | Award | +626 | – | – | 1,663 |
| Barak Eilam Director | Jan 15, 2026 | Award | +439 | – | – | 724 |
| Malcolm Frank Director | Jan 12, 2026 | Option exercise | +2,572 | $207.88 | $534.67K | 3,451 |
| Malcolm Frank Director | Jan 12, 2026 | Sale | −1,527 | $296.17 | $452.25K | 879 |
| Malcolm Frank Director | Jan 12, 2026 | Sale | −1,045 | $295.02 | $308.30K | 2,406 |
| Laurie Siegel Director | Jan 8, 2026 | Sale | −588 | $296.67 | $174.44K | 1,037 |
| Laurie Siegel Director | Jan 8, 2026 | Option exercise | +2,572 | $207.88 | $534.67K | 3,609 |
| Laurie Siegel Director | Jan 8, 2026 | Sale | −1,984 | $296.12 | $587.50K | 1,625 |
| Robin Ann Abrams Director | Jan 7, 2026 | Option exercise | +2,572 | $207.88 | $534.67K | 14,886 |
| Christopher McLoughlin Chief Legal Officer | Dec 2, 2025 | Tax withholding | −731 | $278.28 | $203.42K | 2,715 |
| Goran Skoko EVP, Chief Revenue Officer | Nov 6, 2025 | Buy | +500 | $252.93 | $126.47K | 9,192 |
| Goran Skoko EVP, Chief Revenue Officer | Nov 3, 2025 | Award | +3,915 | – | – | 8,692 |
| John Costigan Chief Data Officer | Nov 3, 2025 | Award | +3,915 | – | – | 4,479 |
| Gregory T. Moskoff MD,Controller and CAO | Nov 1, 2025 | Tax withholding | −89 | $266.80 | $23.75K | 170 |
| Gregory T. Moskoff MD,Controller and CAO | Nov 1, 2025 | Option exercise | +190 | – | – | 259 |
| Helen L. Shan EVP, Chief Financial Officer | Nov 1, 2025 | Tax withholding | −558 | $266.80 | $148.87K | 9,735 |
| Helen L. Shan EVP, Chief Financial Officer | Nov 1, 2025 | Option exercise | +1,009 | – | – | 10,293 |
| Goran Skoko EVP, Chief Revenue Officer | Nov 1, 2025 | Option exercise | +612 | – | – | 5,066 |
| Goran Skoko EVP, Chief Revenue Officer | Nov 1, 2025 | Tax withholding | −289 | $266.80 | $77.11K | 4,777 |
| John Costigan Chief Data Officer | Nov 1, 2025 | Tax withholding | −122 | $266.80 | $32.55K | 564 |
| John Costigan Chief Data Officer | Nov 1, 2025 | Option exercise | +367 | – | – | 686 |
| Kristina W. Karnovsky EVP, Dealmakers & Wealth | Nov 1, 2025 | Option exercise | +505 | – | – | 2,787 |
| Kristina W. Karnovsky EVP, Dealmakers & Wealth | Nov 1, 2025 | Tax withholding | −252 | $266.80 | $67.23K | 2,535 |
| Katherine M. Stepp Chief Technology Officer (CTO) | Nov 1, 2025 | Tax withholding | −171 | $266.80 | $45.62K | 808 |
| Katherine M. Stepp Chief Technology Officer (CTO) | Nov 1, 2025 | Option exercise | +367 | – | – | 979 |
| Robert J. Robie EVP, Institutional Buyside | Nov 1, 2025 | Option exercise | +505 | – | – | 2,555 |
| Robert J. Robie EVP, Institutional Buyside | Nov 1, 2025 | Tax withholding | −252 | $266.80 | $67.23K | 2,303 |
| Christopher R. Ellis EVP, Initiatives & P'ships | Nov 1, 2025 | Option exercise | +352 | – | – | 24,370 |
| Christopher R. Ellis EVP, Initiatives & P'ships | Nov 1, 2025 | Tax withholding | −164 | $266.80 | $43.76K | 24,206 |
| Helen L. Shan EVP, Chief Financial Officer | Oct 6, 2025 | Buy | +370 | $275.48 | $101.93K | 9,284 |
| Barak Eilam Director | Oct 3, 2025 | Sale | −1 | $283.21 | $283 | 285 |
| Christopher McLoughlin Chief Legal Officer | Sep 23, 2025 | Buy | +3 | $297.66 | $893 | 3,446 |
| Christopher McLoughlin Chief Legal Officer | Sep 23, 2025 | Buy | +334.62 | $296.18 | $99.11K | 3,443 |
| Sanoke Viswanathan Chief Executive Officer, Director | Sep 22, 2025 | Award | +58,332 | – | – | 58,332 |
| Catrina Harding Chief People Officer | Aug 1, 2025 | Tax withholding | −302 | $391.33 | $118.18K | 458 |
| James J. McGonigle Director | Jul 14, 2025 | Sale | −1,200 | $451.05 | $541.26K | 5,886 |
| James J. McGonigle Director | Jul 14, 2025 | Sale | −1,425 | $451.98 | $644.07K | 4,461 |
| James J. McGonigle Director | Jul 14, 2025 | Sale | −300 | $449.93 | $134.98K | 7,086 |
| James J. McGonigle Director | Jul 14, 2025 | Option exercise | +915 | $318.20 | $291.15K | 7,386 |
| James J. McGonigle Director | Jul 14, 2025 | Option exercise | +2,010 | $271.51 | $545.74K | 6,471 |
| Gregory T. Moskoff MD,Controller and CAO | Jul 9, 2025 | Option exercise | +1,039 | $255.87 | $265.85K | 2,544 |
| Gregory T. Moskoff MD,Controller and CAO | Jul 9, 2025 | Sale | −98 | $444.48 | $43.56K | 44 |
| Gregory T. Moskoff MD,Controller and CAO | Jul 9, 2025 | Option exercise | +401 | $316.71 | $127.00K | 445 |
| Gregory T. Moskoff MD,Controller and CAO | Jul 9, 2025 | Option exercise | +1,060 | $279.43 | $296.20K | 1,505 |
| Gregory T. Moskoff MD,Controller and CAO | Jul 9, 2025 | Sale | −1,024 | $443.80 | $454.45K | 142 |
| Gregory T. Moskoff MD,Controller and CAO | Jul 9, 2025 | Sale | −591 | $442.54 | $261.54K | 1,166 |
| Gregory T. Moskoff MD,Controller and CAO | Jul 9, 2025 | Sale | −296 | $441.36 | $130.64K | 1,757 |
| Gregory T. Moskoff MD,Controller and CAO | Jul 9, 2025 | Sale | −491 | $440.56 | $216.31K | 2,053 |
| Christopher R. Ellis EVP, Initiatives & P'ships | Jul 8, 2025 | Option exercise | +7,606 | $152.28 | $1.16M | 31,565 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Malcolm Frank Director | Jan 12, 2026 | 2,572 | $757.33K | Jan 12, 2026 | STOCK OPTION EXERCISE AND SALE |
| Laurie Siegel Director | Jan 8, 2026 | 2,572 | $736.52K | Jan 8, 2026 | Option exercise and sell |
| James J. McGonigle Director | Jul 14, 2025 | 2,925 | $1.32M | Jul 14, 2025 | Stock option exercise and sale |
| Gregory T. Moskoff Officer, MD,Controller and CAO | Jul 9, 2025 | 2,500 | $1.11M | Jul 9, 2025 | Option exercise and sell |
| Christopher R. Ellis Officer, EVP, Initiatives & P'ships | Jul 8, 2025 | 7,606 | $3.40M | Jul 8, 2025 | Option exercise and sell |
| Frederick Philip Snow Officer | Jul 1, 2025 | 3,000 | $1.34M | Jul 1, 2025 | Stock Options Exercise |
| Frederick Philip Snow Officer | Jun 2, 2025 | 3,000 | $1.29M | Jun 2, 2025 | Stock Options Exercise |
| Frederick Philip Snow Officer | Jun 2, 2025 | 3,000 | $1.36M | Jun 2, 2025 | Stock OptionsExercise |
| Frederick Philip Snow Officer | May 1, 2025 | 3,000 | $1.29M | May 1, 2025 | Stock Options Exercise |
| Frederick Philip Snow Officer | Apr 1, 2025 | 3,000 | $1.36M | Apr 1, 2025 | Stock Options Exercise |
| Gregory T. Moskoff Officer, MD CONTROLLER AND CAO | Mar 24, 2025 | 363 | $158.30K | Mar 24, 2025 | EMPLOYEE STOCK PURCHASE PLAN |
| Katherine M. Stepp Officer, Chief Technology Officer (CTO) | Mar 21, 2025 | 1,725 | $749.00K | Mar 21, 2025 | Stock Option Exercise |
| Frederick Philip Snow Officer | Mar 3, 2025 | 3,000 | $1.39M | Mar 3, 2025 | Stock Option Exercise |
| Frederick Philip Snow Officer | Feb 3, 2025 | 3,000 | $1.41M | Feb 3, 2025 | Stock Option Exercise |
| Frederick Philip Snow Officer | Jan 2, 2025 | 3,000 | $1.45M | Jan 2, 2025 | Stock Option Exercise |