FactSet Research Systems Inc.

FDS · NYSE · USD

PoliticiansInstitutionalInsiders

Current holders

Politician	Disclosed
Donald Trump R · EXECUTIVE	net $37K – $664K 7 disclosures · 4 bought / 3 sold · last Jun 18, 2026
Ro Khanna D · HOUSE · CA	−$113K – $321K −$137K – $373K today 31 filings · last Aug 19, 2026
Gilbert Ray Cisneros, Jr. D · HOUSE · CA	−$13K – $29K −$21K – $41K today 3 filings · last May 15, 2026
Jared Moskowitz D · HOUSE · FL	−$27K – $43K −$21K – $31K today 5 filings · last Jul 5, 2024
Byron Donalds R · HOUSE · FL	−$14K – $14K −$10K – $11K today 2 filings · last Feb 13, 2025
Thomas J. Rooney R · HOUSE · FL	−$14K – $14K −$27K – $29K today 2 filings · last Sep 22, 2017
Lamar Smith R · HOUSE · TX	−$29K – $13K −$75K – $42K today 3 filings · last Sep 12, 2014
Shelley Moore Capito R · SENATE · WV	−$59K – $11K −$84K – $20K today 5 filings · last Mar 31, 2026

Recent transactions

Trades from Apr 1, 2025 – Aug 19, 2026

Politician	Type	Filed after	Amount
Ro Khanna D · HOUSE · CA-17	Sell	16 days Aug 19, 2026 → Sep 4, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	65 days Jun 18, 2026 → Aug 22, 2026	≥$250K
Ro Khanna D · HOUSE · CA-17	Sell	25 days May 15, 2026 → Jun 9, 2026	≥$1K
Gilbert Ray Cisneros, Jr. D · HOUSE · CA-31	Sell	24 days May 15, 2026 → Jun 8, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	48 days Mar 26, 2026 → May 13, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	79 days Feb 23, 2026 → May 13, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	90 days Feb 12, 2026 → May 13, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	90 days Feb 12, 2026 → May 13, 2026	≥$15K
Donald Trump R · EXECUTIVE	Sell	92 days Feb 10, 2026 → May 13, 2026	≥$100K
Donald Trump R · EXECUTIVE	Buy	127 days Jan 6, 2026 → May 13, 2026	≥$100K

Congressional trading data provided by QuiverQuant

Institutional

Investors holding

795

13F shares

40.7M

Total invested

$9.4B

Ownership

110.4%

New positions

141

Closed positions

Increased positions

415

Reduced positions

252

Put/Call ratio

1.13

Holder	Reported	Shares	Value	Δ Qtr
BAMCO INC /NY/	8/14/2026	4.2M	$966.5M	+11.83%
BLACKROCK, INC.	8/7/2026	2.9M	$657.7M	+1.15%
VANGUARD CAPITAL MANAGEMENT LLC	8/13/2026	2.4M	$547.5M	−1.20%
STATE STREET CORP	9/22/2026	1.9M	$431.1M	−1.29%
VANGUARD PORTFOLIO MANAGEMENT LLC	8/13/2026	1.8M	$409.8M	−1.40%
AQR CAPITAL MANAGEMENT LLC	8/14/2026	1.7M	$385.5M	+444.87%
LOOMIS SAYLES & CO L P	8/14/2026	1.4M	$331.1M	−2.62%
GEODE CAPITAL MANAGEMENT, LLC	8/12/2026	1.4M	$317.3M	+20.87%
NINETY ONE UK LTD	7/16/2026	1.2M	$273.6M	−0.48%
MORGAN STANLEY	8/13/2026	1.1M	$253.3M	+4.80%
INVESCO LTD.	8/14/2026	954.4K	$219.6M	−10.94%
BANK OF AMERICA CORP /DE/	8/14/2026	765.6K	$176.1M	−9.16%
PROSHARE ADVISORS LLC	8/11/2026	681K	$156.7M	+14.27%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	8/13/2026	601.1K	$138.3M	+59.06%
GOLDMAN SACHS GROUP INC	8/14/2026	600.2K	$138.1M	+10.57%
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	8/14/2026	504.4K	$116.0M	—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8/14/2026	504.4K	$116.0M	+6.60%
UBS GROUP AG	8/13/2026	407.9K	$93.9M	+12.12%
MARSHALL WACE, LLP	8/13/2026	403.3K	$92.8M	−49.00%
WELLS FARGO & COMPANY/MN	8/14/2026	369.7K	$85.1M	−46.67%
NORTHERN TRUST CORP	8/13/2026	362.3K	$83.4M	+4.35%
CAPITAL WORLD INVESTORS	8/12/2026	350.3K	$80.6M	—
SHAPIRO CAPITAL MANAGEMENT LLC	8/6/2026	348.4K	$80.2M	+5.39%
DIMENSIONAL FUND ADVISORS LP	8/11/2026	327.8K	$75.4M	−9.61%
GOTHAM ASSET MANAGEMENT, LLC	8/14/2026	324.1K	$74.6M	+18.60%

Insider transactions

Insider	Type	Transacted	Price	Date
Prins Marcel		0	—	Sep 23
Moskoff Gregory T	A-AWARD	97	—	Sep 23
Viswanathan Sanoke	F-INKIND	8.1K	$276.42	Sep 22
Warren Joshua	J-OTHER	1	$230.22	Aug 31
McLoughlin Christopher	J-OTHER	26	$230.22	Aug 31
Ellis Christopher R		0	—	Aug 31
Moskoff Gregory T	J-OTHER	18	$230.22	Aug 31
Hirji Dinaz		0	—	Aug 3

Analyst consensus

Hold30 analysts

Bearish · 7 · Hold · 20 · Bullish · 3

Earnings history

	EPS	Estimate
Q1 2025	$4.37	$4.25	Beat
Q2 2025	$4.28	$4.17	Beat
Q3 2025	$4.27	$4.30	Miss
Q4 2025	$4.05	$4.13	Miss
Q1 2026	$4.51	$4.36	Beat
Q2 2026	$4.46	$4.38	Beat
Q3 2026	$4.53	$4.45	Beat
Q4 2026	$4.52	$4.35	Beat

Peers

Company overview

IPO dateJun 28, 1996

CEOSanoke Viswanathan

Employees12,444

SectorFinancial Services

IndustryFinancial - Data & Stock Exchanges

CountryUS

ExchangeNew York Stock Exchange

Websitewww.factset.com

FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.

Athenic provides research and information tools for educational purposes only and is not a registered investment adviser or broker-dealer. Nothing on this page is investment advice or a recommendation to buy or sell any security. Market data may be delayed. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.