Factset Research Systems Inc
FDSFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Factset Research Systems Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Aug 31, 2025. The latest insider filing shown is dated May 5, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 2026-03-31 | 15,794 | $3.55M | SEC filing |
| Altshuler Shaham Ltd | 2026-03-31 | 33 | $7.16K | SEC filing |
| Alhambra Investment Management LLC | 2026-03-31 | 1,332 | $289K | SEC filing |
| AMICA MUTUAL INSURANCE CO | 2026-03-31 | 1,186 | Not shown | SEC filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026-03-31 | 377,926 | $82M | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 137,688 | $29.9M | SEC filing |
| Meiji Yasuda Asset Management Co Ltd. | 2026-03-31 | 12,701 | $2.76M | SEC filing |
| Measured Wealth Private Client Group, LLC | 2026-03-31 | 276 | $59.9K | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 652 | $147K | SEC filing |
| Louisiana State Employees Retirement System | 2026-03-31 | 1,900 | $412K | SEC filing |
| AdvisorShares Investments LLC | 2026-03-31 | 22,638 | $4.91M | SEC filing |
| Annis Gardner Whiting Capital Advisors, LLC | 2026-03-31 | 2,816 | $611K | SEC filing |
| MATHER GROUP, LLC. | 2026-03-31 | 2,387 | $518K | SEC filing |
| Blue Trust, Inc. | 2026-03-31 | 172 | $37.3K | SEC filing |
| Copeland Capital Management, LLC | 2026-03-31 | 111 | $24.1K | SEC filing |
| Milestone Asset Management Group, LLC | 2026-03-31 | 1,969 | $427K | SEC filing |
| JGP Wealth Management, LLC | 2026-03-31 | 1,550 | $336K | SEC filing |
| Raleigh Capital Management Inc. | 2026-03-31 | 7 | $1.52K | SEC filing |
| Cetera Investment Advisers | 2026-03-31 | 6,815 | $1.48M | SEC filing |
| Baird Financial Group, Inc. | 2026-03-31 | 17,144 | $3.72M | SEC filing |
- Each value is checked against Factset Research Systems Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Factset Research Systems Inc's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Factset Research Systems Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-07-08 · Ellis Christopher R: Larger than all 33 other insider sales of Common Stock on file. SEC filing
- 2024-11-12 · Robie Robert J.: Larger than 32 of the 33 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-01-12 | Frank Malcolm · Director | Common Stock | S — Open market or private sale | −1,045 | 295.02 | SEC filing |
| 2026-01-12 | Frank Malcolm · Director | Common Stock | S — Open market or private sale | −1,527 | 296.17 | SEC filing |
| 2026-01-08 | SIEGEL LAURIE · Director | Common Stock | S — Open market or private sale | −588 | 296.67 | SEC filing |
| 2026-01-08 | SIEGEL LAURIE · Director | Common Stock | S — Open market or private sale | −1,984 | 296.12 | SEC filing |
| 2025-11-06 | Skoko Goran · EVP, Chief Revenue Officer | Common Stock | P — Open market or private purchase | +500 | 252.93 | SEC filing |
| 2025-10-06 | Shan Helen L. · EVP, Chief Financial Officer | Common Stock | P — Open market or private purchase | +370 | 275.48 | SEC filing |
| 2025-10-03 | Eilam Barak · Director | Common Stock | S — Open market or private sale | −1 | 283.21 | SEC filing |
| 2025-09-23 | McLoughlin Christopher · Chief Legal Officer | Common Stock | P — Open market or private purchase | +335 | 296.18 | SEC filing |
Showing 8 of 14 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-01 | Warren Joshua · EVP, Chief Financial Officer | Common Stock | A — Grant, award, or other acquisition | +2,272 | SEC filing |
| 2026-05-01 | Warren Joshua · EVP, Chief Financial Officer | Employee Stock Option (right to buy) | A — Grant, award, or other acquisition | +8,567 | SEC filing |
| 2026-02-03 | Moskoff Gregory T · MD,Controller and CAO | Common Stock | F — Payment of exercise price or tax by delivering securities | −3 | SEC filing |
| 2026-02-01 | Moskoff Gregory T · MD,Controller and CAO | Common Stock | F — Payment of exercise price or tax by delivering securities | −4 | SEC filing |
| 2026-01-15 | HYLTON LAURIE G · Director | Non-Employee Director Stock Option (right to buy) | A — Grant, award, or other acquisition | +1,074 | SEC filing |
| 2026-01-15 | HYLTON LAURIE G · Director | Common Stock | A — Grant, award, or other acquisition | +439 | SEC filing |
| 2026-01-15 | Choy Siew Kai · Director | Common Stock | A — Grant, award, or other acquisition | +439 | SEC filing |
| 2026-01-15 | ABRAMS ROBIN ANN · Director | Non-Employee Director Stock Option (right to buy) | A — Grant, award, or other acquisition | +1,477 | SEC filing |
Showing 8 of 31 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-06-18 | Karnovsky Kristina W · EVP, Dealmakers & Wealth | Common Stock | J — Other acquisition or disposition | +0 | SEC filing |
| 2025-06-18 | Moskoff Gregory T · MD,Controller and CAO | Common Stock | J — Other acquisition or disposition | +0 | SEC filing |
| 2025-06-18 | Costigan John · Chief Data Officer | Common Stock | J — Other acquisition or disposition | +1 | SEC filing |
| 2025-06-18 | Ellis Christopher R · EVP, Initiatives & P'ships | Common Stock | J — Other acquisition or disposition | +8 | SEC filing |
| 2025-06-18 | Snow Frederick Philip · Former CEO and Director | Common Stock | J — Other acquisition or disposition | +5 | SEC filing |
| 2025-06-18 | Skoko Goran · EVP, Chief Revenue Officer | Common Stock | J — Other acquisition or disposition | +5 | SEC filing |
| 2025-05-30 | Ellis Christopher R · EVP, Initiatives & P'ships | Common Stock | J — Other acquisition or disposition | +12 | SEC filing |
| 2025-05-30 | Skoko Goran · EVP, Chief Revenue Officer | Common Stock | J — Other acquisition or disposition | +18 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.