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
4/50
Latest evidence
30 Jun 2026
- Public ticker
- FDS on NYSE
- Parsed ownership sources
-
13D/G and 13F
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
-
4 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
-
30 Jun 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
4/50
Latest evidence
30 Jun 2026
13D/G
13F
Lead comparable stake: 12%
46 rows are not safely comparable across share classes.
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 12%.
4 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 4
BAMCO INC /NY/
12%
VANGUARD CAPITAL MANAGEMENT LLC
7.4%
BlackRock, Inc.
7.2%
MORGAN STANLEY
2.5%
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/ |
13D/G
13F
Baron Capital Group, Inc. · Company
|
12%
Reported 13D/G
· 30 Jun 2026
|
$1,105,287,222
4,200,856 shares
|
+$108,254,768 | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
7.4%
Reported 13D/G
· 31 Mar 2026
|
$593,471,291
2,735,013 shares
|
$0 | 31 Mar 2026 |
| BlackRock, Inc. |
13D/G
13F
Company
|
7.2%
Reported 13D/G
· 31 Dec 2025
|
$776,897,158
2,677,198 shares
|
$0 | 31 Dec 2025 |
| MORGAN STANLEY |
13D/G
13F
Company
|
2.5%
Reported 13D/G
· 31 Dec 2025
|
$271,506,320
914,409 shares
|
-$372,059,466 | 31 Dec 2025 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$431,139,319
1,873,867 shares
|
— | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$409,847,026
1,781,324 shares
|
— | 30 Jun 2026 |
| AQR CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$385,545,052
1,675,700 shares
|
— | 30 Jun 2026 |
| LOOMIS SAYLES & CO L P |
13F
Company
|
—
denominator unverified
|
$331,148,074
1,439,274 shares
|
— | 30 Jun 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: -$1,396,027.
Buys
$126,465
Insiders: 1
Sells
$1,522,492
Insiders: 2
Net
-$1,396,027
Shares: -4,644
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 500
Shares: 5,144
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 500 | 5,144 | $126,465 | $1,522,492 | -$1,396,027 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 32 reporting-owner rows connected to FACTSET RESEARCH SYSTEMS INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
32
Largest Forms 3/4/5 holder
Sanoke Viswanathan
Net 12M change
-$1.4M
Full value: -$1,396,026 · USD · 12-month changeLatest report
15 Oct 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Sanoke Viswanathan | Chief Executive Officer, Director | $11,565,431 | Mixed | 22 Sep 2026 | ||
| Frederick Philip Snow | Former CEO and Director, Director | $7,092,349 | Mixed | 31 Aug 2025 | ||
| Christopher R. Ellis | EVP, Initiatives & P'ships | $6,413,377 | Mixed | 31 Aug 2026 | ||
| Robin Ann Abrams | Director | $4,080,298 | Median | 15 Oct 2026 | ||
| Helen L. Shan | EVP, Chief Financial Officer | $2,597,298 | Mixed | 03 Nov 2025 | ||
| Goran Skoko | EVP, Chief Revenue Officer | $2,393,192 | +$126,465 | +5.6% | Mixed | 31 Aug 2026 |
| James J. Mcgonigle | Director | $2,016,282 | Filing P/S | 14 Jul 2025 | ||
| John Costigan | EVP, Co-Head of Product | $1,166,099 | Mixed | 31 Aug 2026 | ||
| Rachel R. Stern | EVP, Chief Legal Officer | $984,390 | Filing P/S | 02 Feb 2024 | ||
| Christopher McLoughlin | Chief Legal Officer | $720,284 | Mixed | 31 Aug 2026 | ||
| Kristina W. Karnovsky | EVP, Co-Head of Product | $659,031 | Mixed | 31 Aug 2026 | ||
| Robert J. Robie | EVP, Institutional Buyside | $614,440 | Mixed | 03 Nov 2025 | ||
| Linda Huber | Former EVP, CFO | $591,786 | Mixed | 31 Aug 2024 | ||
| Joshua Warren | EVP, Chief Financial Officer | $590,278 | Mixed | 31 Aug 2026 | ||
| Daniel Viens | Former EVP Chief HR Officer | $542,168 | Mixed | 31 Aug 2023 | ||
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Robin Ann Abrams | FDS | Common Stock | Gift | -2.42% | -375 | 15,115 | 15 Oct 2026 | Direct | ||
| Gregory T. Moskoff | FDS | Performance Share Unit | Award | 97 | 97 | 23 Sep 2026 | Direct | |||
| Sanoke Viswanathan | FDS | Common Stock | Tax liability | -13.8% | -8,065 | 50,267 | 22 Sep 2026 | Direct | ||
| Gregory T. Moskoff | FDS | Common Stock | Other | 8.8% | 18.16 | 225 | 31 Aug 2026 | Direct | ||
| Joshua Warren | FDS | Common Stock | Other | 0.04% | 0.84 | 2,273 | 31 Aug 2026 | Direct | ||
| Christopher McLoughlin | FDS | Common Stock | Other | 0.96% | 26.3 | 2,773 | 31 Aug 2026 | Direct | ||
| Gregory T. Moskoff | FDS | Common Stock | Other | 0.2% | 0.42 | 206 | 18 Jun 2026 | Direct | ||
| Christopher McLoughlin | FDS | Common Stock | Other | 0.01% | 0.14 | 2,747 | 18 Jun 2026 | Direct | ||
| Gregory T. Moskoff | FDS | Common Stock | Other | 10.3% | 19.17 | 206 | 29 May 2026 | Direct | ||
| Christopher McLoughlin | FDS | Common Stock | Other | 1.19% | 32.36 | 2,747 | 29 May 2026 | Direct | ||
| 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 | |||
| Christopher R. Ellis | FDS | Common Stock | Other | 0.06% | 15.73 | 24,244 | 19 Mar 2026 | Direct | ||
| Gregory T. Moskoff | FDS | Common Stock | Other | 0.17% | 0.32 | 187 | 19 Mar 2026 | Direct | ||
| John Costigan | FDS | Common Stock | Other | 0.04% | 1.73 | 4,490 | 19 Mar 2026 | Direct | ||
| Kristina W. Karnovsky | FDS | Common Stock | Other | 0.03% | 0.86 | 2,538 | 19 Mar 2026 | Direct | ||
| Goran Skoko | FDS | Common Stock | Other | 0.11% | 9.85 | 9,215 | 19 Mar 2026 | Direct | ||
| Gregory T. Moskoff | FDS | Common Stock | Other | 1.77% | 3.24 | 186 | 27 Feb 2026 | Direct | ||
| John Costigan | FDS | Common Stock | Other | 0.16% | 7.3 | 4,488 | 27 Feb 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 R. Ellis | FDS | Common Stock | Other | 0.05% | 11.96 | 24,229 | 18 Dec 2025 | Direct | ||
| Gregory T. Moskoff | FDS | Common Stock | Other | 0.13% | 0.23 | 183 | 18 Dec 2025 | Direct | ||
| John Costigan | FDS | Common Stock | Other | 0.03% | 1.29 | 4,481 | 18 Dec 2025 | Direct |
* marks a reported price that did not pass the local price check.