Comparable stake leader
BAMCO INC /NY/
SEC ownership of FACTSET RESEARCH SYSTEMS INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001013237.
Disclosed value leader
BAMCO INC /NY/
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- FDS on NYSE
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BAMCO INC /NY/
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BAMCO INC /NY/
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001013237
- Issuer location
- Norwalk, CT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of FACTSET RESEARCH SYSTEMS INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BAMCO INC /NY/
Disclosed value leader
BAMCO INC /NY/
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F
13D/G
3/4/5
Lead comparable stake: 10%
13D/G row: BAMCO INC /NY/
Showing 1-8 of 50 holder rows.
Quick read
BAMCO INC /NY/ leads the comparable SEC ownership view at 10%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BAMCO INC /NY/'s linked filing trail.
Comparable ownership
Top 5
BAMCO INC /NY/
10%
VANGUARD CAPITAL MANAGEMENT LLC
7.4%
BlackRock, Inc.
7.2%
MORGAN STANLEY
2.5%
James J. Mcgonigle
0.01%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BAMCO INC /NY/ |
13F
13D/G
Company · Baron Capital Group, Inc.
|
10%
from 13D/G
|
$815,141,813
3,756,587 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
7.4%
|
$593,471,291
2,735,013 shares
|
$0 | 31 Mar 2026 |
| BlackRock, Inc. |
13D/G
13F
Company
|
7.2%
|
$776,897,158
2,677,198 shares
|
$0 | 31 Dec 2025 |
| MORGAN STANLEY |
13D/G
13F
Company
|
2.5%
|
$271,506,320
914,409 shares
|
-$372,059,466 | 31 Dec 2025 |
| James J. Mcgonigle |
3/4/5
Director
|
0.01%
|
$2,016,282
4,461 shares
|
-$1,320,311 | 14 Jul 2025 |
| STATE STREET CORP |
13F
Company
|
5.1%
|
$411,934,033
1,898,401 shares
|
— | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
4.9%
|
$392,034,097
1,806,692 shares
|
— | 31 Mar 2026 |
| LOOMIS SAYLES & CO L P |
13F
Company
|
4%
|
$320,717,325
1,478,028 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$8,355,199.
Buys
$328,393
Insiders: 3
Sells
$8,683,592
Insiders: 7
Net
-$8,355,199
Shares: -19,968
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 1,208
Shares: 21,176
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 5,144 | $0 | $1,522,492 | -$1,522,492 |
| 6-9 | 870 | 1 | $228,393 | $283 | +$228,109 |
| 9-12 | 338 | 16,031 | $100,001 | $7,160,817 | -$7,060,816 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 30 reporting-owner rows connected to FACTSET RESEARCH SYSTEMS INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
30
Largest Forms 3/4/5 holder
Sanoke Viswanathan
Net 12M change
-$8,355,198
Latest report
01 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Sanoke Viswanathan | Chief Executive Officer, Director | $21,944,498 | Mixed | 22 Sep 2025 | ||
| Frederick Philip Snow | Former CEO and Director, Director | $7,092,349 | -$1,335,360 | -16% | Mixed | 31 Aug 2025 |
| Christopher R. Ellis | EVP, Initiatives & P'ships | $6,587,046 | -$3,398,638 | -34% | Mixed | 03 Nov 2025 |
| Robin Ann Abrams | Director | $4,495,044 | Mixed | 15 Jan 2026 | ||
| Helen L. Shan | EVP, Chief Financial Officer | $2,597,298 | +$101,928 | +4.1% | Mixed | 03 Nov 2025 |
| Goran Skoko | EVP, Chief Revenue Officer | $2,324,818 | +$126,465 | +5.8% | Filing P/S | 06 Nov 2025 |
| James J. Mcgonigle | Director | $2,016,282 | -$1,320,311 | -40% | Filing P/S | 14 Jul 2025 |
| John Costigan | Chief Data Officer | $1,283,051 | Mixed | 03 Nov 2025 | ||
| Rachel R. Stern | EVP, Chief Legal Officer | $984,390 | Filing P/S | 02 Feb 2024 | ||
| Christopher McLoughlin | Chief Legal Officer | $755,424 | +$100,001 | +15% | Mixed | 02 Dec 2025 |
| Kristina W. Karnovsky | EVP, Dealmakers & Wealth | $676,459 | Mixed | 03 Nov 2025 | ||
| Robert J. Robie | EVP, Institutional Buyside | $614,440 | Mixed | 03 Nov 2025 | ||
| Linda Huber | Former EVP, CFO | $591,786 | Mixed | 31 Aug 2024 | ||
| Daniel Viens | Former EVP Chief HR Officer | $542,168 | Mixed | 31 Aug 2023 | ||
| Joshua Warren | EVP, Chief Financial Officer | $493,001 | Median | 01 May 2026 | ||
| Laurie Siegel | Director | $482,586 | -$761,944 | -61% | Mixed | 15 Jan 2026 |
| Malcolm Frank | Director | $461,982 | -$760,547 | -62% | Mixed | 15 Jan 2026 |
| Lee Shavel | Director | $460,531 | Mixed | 15 Jan 2026 | ||
| Siew Kai Choy | Director | $418,454 | Mixed | 15 Jan 2026 | ||
| Maria Teresa Tejada | Director | $410,618 | Mixed | 15 Jan 2026 |
Recent insider transactions for FACTSET RESEARCH SYSTEMS INC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Joshua Warren | FDS | Common Stock | Award | 2,272 | 2,272 | 01 May 2026 | Direct | |||
| Joshua Warren | FDS | Employee Stock Option (right to buy) | Award | 8,567 | 8,567 | 01 May 2026 | Direct | |||
| Gregory T. Moskoff | FDS | Common Stock | Tax liability | -1.61% | -3 | 183 | 03 Feb 2026 | Direct | ||
| Gregory T. Moskoff | FDS | Common Stock | Tax liability | -2.11% | -4 | 186 | 01 Feb 2026 | Direct | ||
| Laurie G. Hylton | FDS | Common Stock | Award | 107.3% | 439 | 848 | 15 Jan 2026 | Direct | ||
| Laurie G. Hylton | FDS | Non-Employee Director Stock Option (right to buy) | Award | 1,074 | 1,074 | 15 Jan 2026 | Direct | |||
| Lee Shavel | FDS | Common Stock | Award | 56.2% | 571 | 1,587 | 15 Jan 2026 | Direct | ||
| Lee Shavel | FDS | Non-Employee Director Stock Option (right to buy) | Award | 1,396 | 1,396 | 15 Jan 2026 | Direct | |||
| S. Elisha Wiesel | FDS | Common Stock | Award | 100.2% | 571 | 1,141 | 15 Jan 2026 | Direct | ||
| S. Elisha Wiesel | FDS | Non-Employee Director Stock Option (right to buy) | Award | 1,396 | 1,396 | 15 Jan 2026 | Direct | |||
| Siew Kai Choy | FDS | Common Stock | Award | 43.8% | 439 | 1,442 | 15 Jan 2026 | Direct | ||
| Siew Kai Choy | FDS | Non-Employee Director Stock Option (right to buy) | Award | 1,074 | 1,074 | 15 Jan 2026 | Direct | |||
| Maria Teresa Tejada | FDS | Common Stock | Award | 45% | 439 | 1,415 | 15 Jan 2026 | Direct | ||
| Maria Teresa Tejada | FDS | Non-Employee Director Stock Option (right to buy) | Award | 1,074 | 1,074 | 15 Jan 2026 | Direct | |||
| Barak Eilam | FDS | Common Stock | Award | 154% | 439 | 724 | 15 Jan 2026 | Direct | ||
| Barak Eilam | FDS | Non-Employee Director Stock Option (right to buy) | Award | 1,074 | 1,074 | 15 Jan 2026 | Direct | |||
| Robin Ann Abrams | FDS | Common Stock | Award | 4.06% | 604 | 15,490 | 15 Jan 2026 | Direct | ||
| Robin Ann Abrams | FDS | Non-Employee Director Stock Option (right to buy) | Award | 1,477 | 1,477 | 15 Jan 2026 | Direct | |||
| Laurie Siegel | FDS | Common Stock | Award | 60.4% | 626 | 1,663 | 15 Jan 2026 | Direct | ||
| Laurie Siegel | FDS | Non-Employee Director Stock Option (right to buy) | Award | 1,531 | 1,531 | 15 Jan 2026 | Direct | |||
| Malcolm Frank | FDS | Common Stock | Award | 81.1% | 713 | 1,592 | 15 Jan 2026 | Direct | ||
| Malcolm Frank | FDS | Non-Employee Director Stock Option (right to buy) | Award | 1,743 | 1,743 | 15 Jan 2026 | Direct | |||
| Malcolm Frank | FDS | Common Stock | Sale | -74.5% | $760,547 | $295.70 | -2,572 | 879 | 12 Jan 2026 | Direct |
| Malcolm Frank | FDS | Common Stock | Options Exercise | 292.6% | 2,572 | 3,451 | 12 Jan 2026 | Direct | ||
| Malcolm Frank | FDS | Non-Employee Director Stock Option (right to buy) | Options Exercise | -100% | -2,572 | 0 | 12 Jan 2026 | Direct | ||
| Laurie Siegel | FDS | Common Stock | Sale | -71.3% | $761,944 | $296.25 | -2,572 | 1,037 | 08 Jan 2026 | Direct |
| Laurie Siegel | FDS | Common Stock | Options Exercise | 248% | 2,572 | 3,609 | 08 Jan 2026 | Direct | ||
| Laurie Siegel | FDS | Non-Employee Director Stock Option (right to buy) | Options Exercise | -100% | -2,572 | 0 | 08 Jan 2026 | Direct | ||
| Robin Ann Abrams | FDS | Common Stock | Options Exercise | 20.9% | 2,572 | 14,886 | 07 Jan 2026 | Direct | ||
| Robin Ann Abrams | FDS | Non-Employee Director Stock Option (right to buy) | Options Exercise | -100% | -2,572 | 0 | 07 Jan 2026 | Direct | ||
| Christopher McLoughlin | FDS | Common Stock | Tax liability | -21.2% | -731 | 2,715 | 02 Dec 2025 | Direct | ||
| Goran Skoko | FDS | Common Stock | Purchase | 5.75% | $126,465 | $252.93 | 500 | 9,192 | 06 Nov 2025 | Direct |
| Catrina Harding | FDS | Employee Stock Option (right to buy) | Award | 5,973 | 5,973 | 03 Nov 2025 | Direct | |||
| Helen L. Shan | FDS | Employee Stock Option (right to buy) | Award | 14,933 | 14,933 | 03 Nov 2025 | Direct | |||
| Goran Skoko | FDS | Common Stock | Award | 82% | 3,915 | 8,692 | 03 Nov 2025 | Direct | ||
| Goran Skoko | FDS | Employee Stock Option (right to buy) | Award | 9,955 | 9,955 | 03 Nov 2025 | Direct | |||
| John Costigan | FDS | Common Stock | Award | 694.7% | 3,915 | 4,479 | 03 Nov 2025 | Direct | ||
| John Costigan | FDS | Employee Stock Option (right to buy) | Award | 6,969 | 6,969 | 03 Nov 2025 | Direct | |||
| Kristina W. Karnovsky | FDS | Employee Stock Option (right to buy) | Award | 8,296 | 8,296 | 03 Nov 2025 | Direct | |||
| Gregory T. Moskoff | FDS | Employee Stock Option (right to buy) | Award | 2,157 | 2,157 | 03 Nov 2025 | Direct | |||
| Robert J. Robie | FDS | Employee Stock Option (right to buy) | Award | 8,296 | 8,296 | 03 Nov 2025 | Direct | |||
| Christopher McLoughlin | FDS | Employee Stock Option (right to buy) | Award | 5,310 | 5,310 | 03 Nov 2025 | Direct | |||
| Christopher R. Ellis | FDS | Employee Stock Option (right to buy) | Award | 3,982 | 3,982 | 03 Nov 2025 | Direct | |||
| Katherine M. Stepp | FDS | Employee Stock Option (right to buy) | Award | 6,969 | 6,969 | 03 Nov 2025 | Direct | |||
| Christopher R. Ellis | FDS | Common Stock | Tax liability | -0.67% | -164 | 24,206 | 01 Nov 2025 | Direct | ||
| Christopher R. Ellis | FDS | Common Stock | Options Exercise | 1.47% | 352 | 24,370 | 01 Nov 2025 | Direct | ||
| Christopher R. Ellis | FDS | Performance Share Unit | Options Exercise | -100% | -352 | 0 | 01 Nov 2025 | Direct | ||
| Helen L. Shan | FDS | Common Stock | Tax liability | -5.42% | -558 | 9,735 | 01 Nov 2025 | Direct | ||
| Helen L. Shan | FDS | Common Stock | Options Exercise | 10.9% | 1,009 | 10,293 | 01 Nov 2025 | Direct | ||
| Helen L. Shan | FDS | Performance Share Unit | Options Exercise | -100% | -1,009 | 0 | 01 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.