FactSet Research Systems Inc.· FDS

🇺🇸 US · LargeSP500NYSE

Financial Services Financial - Data & Stock Exchanges Website

Price: $283.83
Day: +1.79%
Mkt Cap: $10.09B
52W Range: $185.00 – $320.48
Volume: 1.19M
Beta: 0.71

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.9 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 794 institutions hold; 415 added, 251 reduced

Blog

stockoscope.com

FactSet Research Systems Inc.

FDS|Financial Services|Financial - Data & Stock Exchanges

Current price: $284

Smart Money

Dimension 5 of 5

Insider selling pace · Q1 2026

0.4x

vs own 6-quarter average

Seller breadth · Q1 2026

2 sellers

vs 3.0 avg per quarter

Institutional net breadth · Q2 2026

+209

557 adding vs 348 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BAMCO INC /NY/

4.2M

+12.2%

BLACKROCK, INC.

2.9M

+1.4%

VANGUARD CAPITAL MANAGEMENT LLC

2.4M

-0.9%

STATE STREET CORP

1.9M

-1.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.8M

-1.1%

AQR CAPITAL MANAGEMENT LLC

1.7M

+446.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

198

75 buying198 unchanged94 selling

367 funds held FDS in Q2 2026, holding 21.3M shares between them, up 7.5% on the quarter.

Largest fund holders

SPDR SERIES TRUST524.2K sh

NATIONWIDE MUTUAL FUNDS29.1K sh

SCHWAB ANNUITY PORTFOLIOS2.1K sh

Notable Insider Transactions, Q1 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jul 8

Ellis Christopher R

$2.0M

Sale · Nov 12

Robie Robert J.

$1.9M

Sale · Dec 2

Snow Frederick Philip

$1.5M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore FDS on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

FDS Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.9/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+12

Institutional Flow

50% weight

+82

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.9/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for FDS

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q1 2026

4 sales totaling $1.5M (5.1K shares)

Share volume is below the historical pace (0.4x average)

Buying seen in 2 of 15 quarters

0.4x

Selling pace

vs own 6-qtr average

Light

3.74%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 3.0 avg per quarter

Q4 2025

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, FDS

Top 8 highest-value insider trades from the last 8 quarters

Ellis Christopher R

EVP, Initiatives & P'ships

Sell

4,404 shares at $447.44

≈15.5% of their stake at the time

Jul 8, 2025$1.97M

Robie Robert J.

EVP, Institutional Buyside

Sell

4,009 shares at $484.96

≈66.2% of their stake at the time

Nov 12, 2024$1.94M

Snow Frederick Philip

CEO

Sell

3,000 shares at $489.18

≈15.3% of their stake at the time

Dec 2, 2024$1.47M

Snow Frederick Philip

CEO

Sell

3,000 shares at $484.33

≈15.3% of their stake at the time

Jan 2, 2025$1.45M

Snow Frederick Philip

CEO

Sell

3,000 shares at $469.14

≈15.3% of their stake at the time

Feb 3, 2025$1.41M

Snow Frederick Philip

CEO

Sell

3,000 shares at $464.79

≈15.3% of their stake at the time

Mar 3, 2025$1.39M

Snow Frederick Philip

CEO

Sell

3,000 shares at $455.09

≈18.8% of their stake at the time

Oct 1, 2024$1.37M

Snow Frederick Philip

CEO

Sell

3,000 shares at $454.86

≈15.3% of their stake at the time

Apr 1, 2025$1.36M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for FDS

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Moderate accumulation: 557 adding vs 348 reducing

Momentum improving from prior quarter

+209

Net breadth

557 adding vs 348 reducing

Accumulating

1.60

Add / reduce ratio

in Q2 2026

+45

New − closed

142 initiated, 97 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+557 growing-348 shrinkingNet: +209

142

415

251

New (142)

Increased (415)

Reduced (251)

Closed (97)

Top Institutional Holders, FDS

Largest 8 institutional positions by ownership percentage as of Q2 2026

BAMCO INC /NY/

4.2M

$966.5M

Ownership

11.41%

+12.2%

BLACKROCK, INC.

2.9M

$657.7M

Ownership

7.76%

+1.4%

VANGUARD CAPITAL MANAGEMENT LLC

2.4M

$547.5M

Ownership

6.46%

-0.9%

STATE STREET CORP

1.9M

$431.1M

Ownership

5.09%

-1.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.8M

$409.8M

Ownership

4.84%

-1.1%

AQR CAPITAL MANAGEMENT LLC

1.7M

$385.5M

Ownership

4.55%

+446.5%

LOOMIS SAYLES & CO L P

1.4M

$331.1M

Ownership

3.91%

-2.3%

GEODE CAPITAL MANAGEMENT, LLC

1.4M

$317.3M

Ownership

3.75%

+21.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 367 ETFs and mutual funds reporting

75 buying94 sellingNet: -19

198

Buying (75)

Unchanged (198)

Selling (94)

In total, funds bought 2.2M shares and sold 565.7K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

367 ETFs and mutual funds reporting

94 funds selling vs 75 buying

Top Fund Holders, FDS

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

524.2K

Weight

2.59%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

29.1K

Weight

0.00%

Jul 31, 2026Decreased

SCHWAB ANNUITY PORTFOLIOS

2.1K

Weight

0.39%

Jun 30, 2026Decreased

PFS FUNDS

1.5K

Weight

7.71%

Jul 31, 2026No change

Listed Funds Trust

1.5K

Weight

25.11%

Jul 31, 2026No change

PRINCIPAL VARIABLE CONTRACTS FUNDS INC

1.4K

Weight

0.00%

Jun 30, 2026Decreased

BNY Mellon Investment Funds I

1.3K

Weight

0.00%

Jun 30, 2026No change

Morgan Stanley ETF Trust

1.0K

Weight

0.00%

Jun 30, 2026Increased

FactSet Research Systems Inc.· FDS

Holdings Analysis

Insider Trading Activity

1.3Transaction History104Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings162Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History104Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings162Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights