FACTSET RESEARCH SYSTEMS INC - Common Stock (FDS)

Historical Holders from Q1 2014 to Q3 2025

Symbol: FDS on NYSE
CUSIP: 303075105
Type / Class: Equity / Common Stock
Shares outstanding: 38M
All holders as of June 30, 2025: Q2 2025
Total 13F shares, excl. options: 35.4M
Holdings value: $15.8B
% of all portfolios: 0.012%
Grand Portfolio weight change: 0%
Number of holders: 824
Number of buys: 371
Number of sells: -358
Average Value change %: 0%
Average buys %: +0.001%
Average sells %: -0.002%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of FACTSET RESEARCH SYSTEMS INC - Common Stock (FDS)

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
BAMCO INC /NY/	6.51%		$1.01B		2.48M		Baron Capital Group, Inc.	Sep 30, 2024
MORGAN STANLEY	5.7%		$954M		2.17M		Morgan Stanley	Jun 30, 2025

Institutional Holders of FACTSET RESEARCH SYSTEMS INC - Common Stock (FDS)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	2.25K	$643K	-$140K			$286.49	4
2025 Q2	35.4M	$15.8B	-$54.1M	25.3M	23.2M	$447.28	824
2025 Q1	35.6M	$16.2B	-$140M	4.09M	17.2M	$454.64	811
2024 Q4	35.9M	$17.2B	-$131M	5.43M	28.4M	$480.28	826
2024 Q3	35.8M	$16.5B	-$39.1M	29.3M	80.6M	$459.85	816
2024 Q2	35.8M	$14.6B	+$405M	34.5M	59M	$408.27	791
2024 Q1	34.9M	$15.8B	+$59.8M	30.9M	32.8M	$454.39	772
2023 Q4	67.2K	$32.1M	+$2.21M			$477.05	10
2023 Q3	34.4M	$15.1B	+$191M	77.7M	81.6M	$437.26	713
2023 Q2	34M	$13.6B	+$138M	36.3M	25.7M	$400.65	717
2023 Q1	33.7M	$14B	+$10.1M	45.5M	23M	$415.09	703
2022 Q4	33.6M	$13.5B	-$164M	82.4M	67.9M	$401.21	722
2022 Q3	34.3M	$13.7B	+$161M	33.9M	32.8M	$400.11	671
2022 Q2	33.7M	$12.9B	-$32.2M	28.3M	22.2M	$384.57	673
2022 Q1	34.1M	$14.8B	+$46M	93M	51.8M	$434.15	685
2021 Q4	33.9M	$16.5B	+$338M	98.6M	86.7M	$486.01	678
2021 Q3	33M	$13B	+$63.1M	41.9M	32.9M	$394.78	612
2021 Q2	33M	$11.1B	-$171M	29.9M	23.3M	$335.61	587
2021 Q1	33.5M	$10.3B	-$233M	15.4M	15.3M	$308.59	567
2020 Q4	34.1M	$11.3B	-$164M	11.9M	15.3M	$332.50	575
2020 Q3	34.1M	$11.4B	-$352M	20.2M	20.4M	$334.88	552
2020 Q2	35.1M	$11.5B	-$31.1M	25.5M	21.8M	$328.47	523
2020 Q1	35.7M	$9.32B	-$342M	17.2M	19.1M	$260.68	484
2019 Q4	37.1M	$9.95B	-$110M	61.7M	39M	$268.30	505
2019 Q3	37.6M	$9.12B	+$52.1M	155M	73.8M	$242.97	477
2019 Q2	37.4M	$10.7B	+$490M	172M	70.4M	$286.56	496
2019 Q1	36.1M	$8.96B	+$264M	18.8M	77.7M	$248.27	446
2018 Q4	35M	$7.01B	-$62.7M	68.9M	67.5M	$200.13	440
2018 Q3	35.3M	$7.88B	-$19.1M	47.4M	35.9M	$223.71	426
2018 Q2	35.4M	$7.01B	-$42.4M	131M	96.9M	$198.10	409
2018 Q1	35.7M	$7.13B	-$210M	37.7M	44.8M	$199.42	411
2017 Q4	37M	$7.13B	+$17.3M	40.2M	37.8M	$192.76	399
2017 Q3	36.7M	$6.61B	-$16.2M	57.8M	35M	$180.11	370
2017 Q2	36.8M	$6.11B	+$69.8M	51.5M	13M	$166.18	386
2017 Q1	37.1M	$6.12B	+$476M	52.4M	19.2M	$164.91	378
2016 Q4	37.3M	$6.09B	-$120M	35.1M	24.7M	$163.43	379
2016 Q3	38.1M	$6.17B	-$23.3M	105M	31.4M	$162.10	359
2016 Q2	38M	$6.14B	+$84.2M	28.8M	18.9M	$161.42	370
2016 Q1	37.9M	$5.75B	-$48.5M	53.1M	8.62M	$151.53	359
2015 Q4	38.2M	$6.21B	-$162M	42.8M	13M	$162.57	369
2015 Q3	39.2M	$6.27B	-$10.6M	5.18M	10.4M	$159.81	362
2015 Q2	39M	$6.33B	-$7.43M	38.8M	6.01M	$162.51	356
2015 Q1	39.3M	$6.25B	+$2.58M	53.6M	4.3M	$159.20	331
2014 Q4	39.7M	$5.59B	-$250M	6.18M	6.71M	$140.75	317
2014 Q3	41.5M	$5.05B	-$109M	6.4M	8.86M	$121.53	290
2014 Q2	42.5M	$5.11B	-$69.7M	10.3M	18.1M	$120.28	301
2014 Q1	43M	$4.64B	+$60.8M	9.17M	5.49M	$107.81	294