How many institutions own FDS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own FDS shares is 1153, representing 95.79% of the company's common stock.

Who are the major shareholders selling FactSet Research Systems Inc. stock?

NATIXIS ADVISORS, L.P., in the last quarter, reduced its stake in FDS by -10.66% restricting it's holding to 92.34 thousand shares of worth nearly $41.98M. EVERETT HARRIS & CO /CA/ also lessened -0.99% of the FDS shares from its portfolio, reducing its holding to 148.36 thousand shares of worth $67.45M. MACQUARIE GROUP LTD also shunned FDS shares holding by -16.84% last quarter which brought its holding to 219.79 thousand shares worth $98.95M.

Investors who are buying FDS stock?

As per its latest 13F filing, BLACKROCK, INC. increased its stake in FDS by 0.87% in the last quarter. The institutional holder raised its holding to 3.52 million shares having worth more than $1.60B. CBOE VEST FINANCIAL, LLC also added 100% more shares of FDS to its portfolio, raising its holding to 115.35 thousand shares of worth $52.44M. RAYMOND JAMES FINANCIAL INC also increased its FDS shares holding by 2.35% which brought its holding to 147.32 thousand shares worth $66.98M.

FDS's major insiders: who are they?

The insider with the most stakes in FDS is Ellis Christopher R , EVP, Initiatives & P'ships at the company. Additionally, FDS stock is highly held by Chief Executive Officer Snow Frederick Philip and director ABRAMS ROBIN ANN among others.

Did an insider recently sell FDS stock?

Company executives, directors, and other insiders own 0.25% percent of FactSet Research Systems Inc.'s stock. Within the last six months, there have been 11 transaction(s) in which FDS insiders have sold stock, totaling 20.23K shares. Insiders that have sold shares include MCGONIGLE JAMES J, MOSKOFF GREGORY T, and ELLIS CHRISTOPHER R.

Which insider recently purchased FDS stock?

There have been 0 transaction(s) during the past 6-months in which FactSet Research Systems Inc. insiders have bought stock, totalling 0 shares

How much of FDS does insiders own?

Around 128.81K FactSet Research Systems Inc. shares are held by insiders, which represents about 0.25% of FDS stock.

Who is the insider with the largest stake?

FDS EVP, Initiatives & P'ships, Ellis Christopher R holds the largest portfolio of the company's shares. FDS shares owned by Ellis total nearly 23.95 thousand.

Which institution holds the most shares in FDS?

BLACKROCK, INC. is the largest institutional owner in FDS which holds 3.52 million shares worth $1.60B or 9.25% of the total FDS shares outstanding followed by NATIXIS ADVISORS, L.P. with ownership of 92.34 thousand shares representing 0.24% of the FDS ownership. CBOE VEST FINANCIAL, LLC is the third largest stakeholder with 115.35 thousand shares or 0.3% of the ownership worth more than $52.44M.

Is FactSet Research Systems Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the FDS is concerned, it is a stock which is optionable.

Is there a short position on FDS's shares?

Number of FDS shares short is 1.33M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding FDS shares are there?

As of today, 37.81M shares of FDS are outstanding.

Is there many float in FDS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, FDS has 37.69M shares in float.

FDS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for FDS is 3.03.

FactSet Research Systems (FDS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.51

Short Percent Of Float4

Shares Outstanding37.81M

Shares Float37.69M

Shares Short1.33M

Short Ratio3.03

Short % of Float

3.51%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.25% Percentage of Shares held by All Insiders

95.79% Percentage of Shares held by All Institutions

96.04% Percentage of Float held by Institutions

1153

Number of Institutions Holding Shares

Institutional Ownership

About 95.79% of FDS shares are held by financial institutions. BLACKROCK, INC. is the top corporate investor, holding 3.52M shares valued at $1.60B. A 9.25% stake in FactSet Research Systems Inc. is owned by the company. NATIXIS ADVISORS, L.P. owns 92.34K shares valued at $41.98M, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2025	BLACKROCK, INC.	9.25%	3.52M	1.6B	30.39K	+0.87%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.24%	92.34K	41.98M	-11.02K	-10.66%
Mar 31, 2025	CBOE VEST FINANCIAL, LLC	0.3%	115.35K	52.44M	115.35K	+100.00%
Mar 31, 2025	MARKEL GROUP INC.	0.31%	116.72K	53.07M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	147.32K	66.98M	3.38K	+2.35%
Mar 31, 2025	EVERETT HARRIS & CO /CA/	0.39%	148.36K	67.45M	-1.48K	-0.99%
Mar 31, 2025	MACQUARIE GROUP LTD	0.58%	219.79K	98.95M	-44.5K	-16.84%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.71%	268.6K	122.12M	-8.18K	-2.95%
Mar 31, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	0.81%	307.3K	139.71M	-24.91K	-7.50%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.99%	1.14M	515.37M	38.63K	+3.52%
Mar 31, 2025	NINETY ONE UK LTD	3.14%	1.19M	541.91M	-18.93K	-1.56%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.65%	1.39M	630.54M	-24.96K	-1.77%
Mar 31, 2025	MORGAN STANLEY	5.13%	1.95M	886.01M	166.46K	+9.34%
Mar 31, 2025	STONEPINE ASSET MANAGEMENT INC.	0.92%	349.58K	158.93M	56.49K	+19.27%
Mar 31, 2025	AMUNDI	0.93%	353.95K	155.46M	-16.1K	-4.35%
Mar 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.94%	357.11K	160.57M	16.62K	+4.88%
Mar 31, 2025	PROSHARE ADVISORS LLC	0.98%	372.31K	169.27M	363.76K	+4,254.99%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.04%	396.17K	180.12M	13.74K	+3.59%
Mar 31, 2025	NORTHERN TRUST CORP	1.07%	405.62K	184.41M	7.44K	+1.87%
Mar 31, 2025	CITADEL ADVISORS LLC	1.23%	468.37K	212.94M	533	+0.11%
Mar 31, 2025	INVESCO LTD.	1.29%	490.7K	223.09M	34.55K	+7.57%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2.83%	1.08M	489.04M	-162.87K	-13.15%
Mar 31, 2025	LOOMIS SAYLES & CO L P	3.9%	1.48M	674.76M	-18.17K	-1.21%
Mar 31, 2025	STATE STREET CORP	5.06%	1.92M	873.82M	-24.79K	-1.27%
Mar 31, 2025	BAMCO INC /NY/	5.91%	2.25M	1.02B	-107.59K	-4.57%
Mar 31, 2025		0.31%	119.1K	54.15M	119.1K	+100.00%
Mar 31, 2025	TANDEM INVESTMENT ADVISORS, INC.	0.66%	250.42K	113.85M	6.01K	+2.46%
Mar 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	1.39%	528.05K	240.07M	22.46K	+4.44%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	99.27K	45.13M	-21.85K	-18.04%
Mar 31, 2025	HSBC HOLDINGS PLC	0.29%	109.78K	49.81M	4.28K	+4.06%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.29%	110.41K	50.2M	40.8K	+58.61%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.45%	169.64K	77.12M	-53.01K	-23.81%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	97.89K	44.5M	9.4K	+10.63%
Mar 31, 2025	BARCLAYS PLC	0.29%	110.45K	50.21M	11.52K	+11.64%
Mar 31, 2025	AMERICAN CAPITAL MANAGEMENT INC	0.47%	177.63K	80.76M	3.64K	+2.09%
Mar 31, 2025	UBS GROUP AG	0.5%	189.24K	86.04M	29.67K	+18.59%
Mar 31, 2025	DEUTSCHE BANK AG\	0.5%	189.58K	86.19M	12.2K	+6.88%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.53%	199.66K	90.77M	55.53K	+38.53%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.43%	544.17K	247.4M	2.91K	+0.54%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.78%	295.01K	134.12M	9.21K	+3.22%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.79%	301.34K	137M	3.51K	+1.18%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.44%	165.94K	75.44M	-5.25K	-3.06%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.71%	269.53K	122.53M	6.04K	+2.29%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.31%	118.79K	54.02M	-3.08K	-2.53%
Mar 31, 2025	ROYAL BANK OF CANADA	0.29%	111.98K	50.91M	-1.05K	-0.93%
Mar 31, 2025	FIERA CAPITAL CORP	0.69%	260.91K	118.62M	-24.53K	-8.59%
Mar 31, 2025	BOSTON TRUST WALDEN CORP	0.78%	297.07K	135.06M	-4.54K	-1.51%
Mar 31, 2025	JPMORGAN CHASE & CO	1.33%	505.76K	229.94M	4.69K	+0.94%
Mar 31, 2025	VANGUARD GROUP INC	12.61%	4.8M	2.18B	137.87K	+2.96%
Mar 31, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.35%	132.8K	60.37M	13.42K	+11.24%
Mar 31, 2024	AMERICAN CAPITAL MANAGEMENT INC	0.49%	187.61K	85.25M	-6.81K	-3.50%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.13%	51.39K	23.35M	34.16K	+198.18%
Mar 31, 2024	MORGAN STANLEY	3.69%	1.41M	639.41M	15.44K	+1.11%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.17%	444.24K	201.86M	75.47K	+20.47%
Mar 31, 2024	FIERA CAPITAL CORP	0.99%	375.91K	170.81M	16.78K	+4.67%
Mar 31, 2024	NORTHERN TRUST CORP	0.96%	365.38K	166.02M	-16.16K	-4.24%
Mar 31, 2024	BOSTON TRUST WALDEN CORP	0.72%	273.43K	124.24M	-14.3K	-4.97%
Mar 31, 2024	MACQUARIE GROUP LTD	0.71%	270.79K	123.04M	27.69K	+11.39%
Mar 31, 2024	BAMCO INC /NY/	7.18%	2.74M	1.24B	-40.34K	-1.45%
Mar 31, 2024	STATE STREET CORP	4.64%	1.77M	803.93M	-72.76K	-3.95%
Mar 31, 2024	VANGUARD GROUP INC	12%	4.57M	2.08B	11.97K	+0.26%
Mar 31, 2024	BLACKROCK INC.	9.16%	3.49M	1.59B	15.42K	+0.44%
Mar 31, 2024	LOOMIS SAYLES & CO L P	4.15%	1.58M	718.92M	-13.92K	-0.87%
Mar 31, 2024	NINETY ONE UK LTD	3.16%	1.21M	547.78M	19.65K	+1.66%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.05%	1.16M	528.61M	32.27K	+2.85%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.54%	969.56K	440.09M	58.57K	+6.43%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.63%	620.15K	281.79M	8.5K	+1.39%
Mar 31, 2024	JPMORGAN CHASE & CO	1.49%	567.21K	257.73M	15.05K	+2.73%
Mar 31, 2024	INVESCO LTD.	1.21%	460.03K	209.03M	144.58K	+45.83%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.95%	363.78K	165.3M	8.45K	+2.38%
Mar 31, 2024	CHAMPLAIN INVESTMENT PARTNERS, LLC	0.95%	360.83K	163.96M	-59.48K	-14.15%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.9%	344.32K	156.45M	14.39K	+4.36%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	0.67%	256.6K	116.59M	-11.42K	-4.26%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.67%	256.05K	116.34M	-13.33K	-4.95%
Mar 31, 2024	TANDEM INVESTMENT ADVISORS, INC.	0.65%	246.54K	112.03M	28.39K	+13.01%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.56%	214.74K	97.57M	18.56K	+9.46%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.56%	212.19K	96.42M	-784	-0.37%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.54%	204.33K	92.85M	510	+0.25%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.53%	202.68K	92.1M	-3.39K	-1.65%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.51%	194.76K	88.03M	27.42K	+16.39%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.51%	193.67K	88M	1.18K	+0.62%
Mar 31, 2024	AMUNDI	1.48%	562.1K	242.76M	-9.95K	-1.74%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.48%	182.54K	82.94M	3.43K	+1.92%
Mar 31, 2024	STONEPINE ASSET MANAGEMENT INC.	0.47%	178.02K	80.89M	14.5K	+8.87%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.43%	162.17K	73.69M	1.55K	+0.97%
Mar 31, 2024	EVERETT HARRIS & CO /CA/	0.39%	148.4K	67.43M	-77	-0.05%
Mar 31, 2024	BARCLAYS PLC	0.34%	129.43K	58.81M	18.1K	+16.26%
Mar 31, 2024	DEUTSCHE BANK AG\	0.33%	127.3K	57.85M	8.62K	+7.26%
Mar 31, 2024	NINETY ONE NORTH AMERICA, INC.	0.32%	122.61K	55.71M	3.34K	+2.80%
Mar 31, 2024	UBS GROUP AG	0.32%	121.78K	55.34M	69.25K	+131.85%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.32%	121.66K	55.28M	556	+0.46%
Mar 31, 2024	MARKEL GROUP INC.	0.31%	116.72K	53.04M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.3%	113.18K	51.43M	2.64K	+2.39%
Mar 31, 2024	ROYAL BANK OF CANADA	0.29%	109.09K	49.57M	10.44K	+10.58%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.27%	103.93K	47.23M	-2.67K	-2.51%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.26%	99.62K	45.27M	12.05K	+13.76%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	93K	42.26M	71	+0.08%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	3.9%	1.48M	674.36M	-20.74K	-1.38%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.69%	264.48K	120.18M	9.93K	+3.90%
Mar 31, 2024	ROYAL LONDON ASSET MANAGEMENT LTD	0.38%	144.55K	65.68M	48.03K	+49.76%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.35%	133.84K	60.79M	329	+0.25%
Mar 31, 2024	RHUMBLINE ADVISERS	0.23%	86.84K	39.46M	-3.48K	-3.85%
Mar 31, 2024	COPELAND CAPITAL MANAGEMENT, LLC	0.22%	85.11K	38.67M	3.85K	+4.73%
Mar 31, 2024	SEI INVESTMENTS CO	0.2%	78.04K	35.46B	18.88K	+31.91%
Mar 31, 2024	FMR LLC	0.2%	75.37K	34.25M	-17.2K	-18.58%
Mar 31, 2024	DUNDAS PARTNERS LLP	0.19%	73.86K	33.56M	0	0
Mar 31, 2024	ABRDN PLC	0.19%	73.39K	33.35M	4.48K	+6.50%
Mar 31, 2024	LPL FINANCIAL LLC	0.18%	67.06K	30.47M	4.17K	+6.64%
Mar 31, 2024	CREDIT SUISSE AG/	0.17%	64.56K	29.24M	-16.71K	-20.57%
Mar 31, 2024	AVIVA PLC	0.16%	59.27K	26.93M	9.65K	+19.45%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.15%	58.82K	26.73M	-427	-0.72%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	58K	26.35M	-1.78K	-2.98%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.14%	53.19K	24.17M	9.4K	+21.47%
Dec 31, 2023	FIERA CAPITAL CORP	0.94%	359.14K	171.33M	-81.91K	-18.57%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.97%	368.77K	175.92M	20.79K	+5.97%
Dec 31, 2023	NORTHERN TRUST CORP	1%	381.54K	182.01M	-9.02K	-2.31%
Dec 31, 2023	EVERETT HARRIS & CO /CA/	0.39%	148.47K	70.83M	561	+0.38%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.42%	160.62K	76.62M	9.36K	+6.19%
Dec 31, 2023	STONEPINE ASSET MANAGEMENT INC.	0.43%	163.52K	78.01M	88.17K	+117.02%
Dec 31, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.44%	167.34K	79.82M	-17.76K	-9.60%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.47%	179.11K	85.44M	-10.32K	-5.45%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.51%	192.49K	91.83M	-22.88K	-10.62%
Dec 31, 2023	AMERICAN CAPITAL MANAGEMENT INC	0.51%	194.43K	92.75M	-15.01K	-7.17%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.52%	196.18K	93.59M	6.98K	+3.69%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.54%	203.82K	97.24M	433	+0.21%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.54%	206.07K	98.31M	3.11K	+1.53%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.56%	212.98K	101.6M	5.73K	+2.76%
Dec 31, 2023	TANDEM INVESTMENT ADVISORS, INC.	0.57%	218.15K	104.07M	-11.54K	-5.02%
Dec 31, 2023	MACQUARIE GROUP LTD	0.64%	243.1K	115.97M	34.31K	+16.43%
Dec 31, 2023	CHAMPLAIN INVESTMENT PARTNERS, LLC	1.11%	420.31K	200.51M	-12.7K	-2.93%
Dec 31, 2023	JPMORGAN CHASE & CO	1.45%	552.15K	263.4M	48.69K	+9.67%
Dec 31, 2023	AMUNDI	1.5%	572.04K	261.21M	35.79K	+6.67%
Dec 31, 2023	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.67%	254.56K	115.75M	10.73K	+4.40%
Dec 31, 2023	CONGRESS ASSET MANAGEMENT CO /MA	0.71%	268.02K	127.86M	541	+0.20%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.71%	269.37K	128.5M	-4.13K	-1.51%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2.98%	1.13M	539.57M	96.79K	+9.36%
Dec 31, 2023	NINETY ONE UK LTD	3.12%	1.19M	565.73M	-1.82K	-0.15%
Dec 31, 2023	BOSTON TRUST WALDEN CORP	0.76%	287.73K	137.26M	9.02K	+3.23%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.61%	611.65K	291.79M	-20.61K	-3.26%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.4%	910.99K	433.53M	-62.29K	-6.40%
Dec 31, 2023	INVESCO LTD.	0.83%	315.45K	150.49M	11.72K	+3.86%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.87%	329.93K	157.39M	51.4K	+18.45%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.93%	355.33K	169.51M	8.43K	+2.43%
Dec 31, 2023	MORGAN STANLEY	3.66%	1.39M	663.93M	-4.5K	-0.32%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.96%	1.5M	717.89M	-12.47K	-0.82%
Dec 31, 2023	LOOMIS SAYLES & CO L P	4.2%	1.6M	761.41M	-16.07K	-1.00%
Dec 31, 2023	STATE STREET CORP	4.85%	1.84M	878.74M	-59.12K	-3.11%
Dec 31, 2023	BAMCO INC /NY/	7.31%	2.78M	1.33B	26.03K	+0.95%
Dec 31, 2023	BLACKROCK INC.	9.14%	3.47M	1.66B	301.37K	+9.50%
Dec 31, 2023	VANGUARD GROUP INC	11.99%	4.56M	2.18B	16.8K	+0.37%
Dec 31, 2023	BARCLAYS PLC	0.29%	111.33K	53.11M	-10.82K	-8.86%
Dec 31, 2023	ROYAL LONDON ASSET MANAGEMENT LTD	0.25%	96.52K	46.04M	12.38K	+14.72%
Dec 31, 2023	ROYAL BANK OF CANADA	0.26%	98.65K	47.06M	14.56K	+17.32%
Dec 31, 2023	NORGES BANK	0.26%	100.57K	47.98M	100.57K	+100.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.27%	101.52K	48.43M	-7.28K	-6.69%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.27%	104.09K	49.66M	66.41K	+176.25%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.28%	106.61K	50.84M	3.19K	+3.09%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.29%	110.54K	52.73M	1.37K	+1.25%
Dec 31, 2023	MARKEL GROUP INC.	0.31%	116.72K	55.68M	0	0
Dec 31, 2023	DEUTSCHE BANK AG\	0.31%	118.69K	56.62M	-243	-0.20%
Dec 31, 2023	NINETY ONE NORTH AMERICA, INC.	0.31%	119.26K	56.89M	-18.72K	-13.57%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.32%	121.1K	57.77M	-2.99K	-2.41%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.35%	133.51K	63.71M	22.83K	+20.62%

Insiders

Among the FDS insiders holding of 0.25% of the stake in company, ELLIS CHRISTOPHER R, EVP, Initiatives & P'ships, holds the largest shares of 23.95K. SNOW FREDERICK PHILIP, Chief Executive Officer, is the second largest FDS insider with ownership of 16.62K shares. ABRAMS ROBIN ANN, director, stands third with possession of 9.19K shares of that stake.

Insiders	Designation	Shares Held
ELLIS CHRISTOPHER R	EVP, Initiatives & P'ships	23.95K
SNOW FREDERICK PHILIP	Chief Executive Officer	16.62K
ABRAMS ROBIN ANN	director	9.19K
MCGONIGLE JAMES J	director	4.46K
SKOKO GORAN	EVP, Dealmakers & Wealth	3.76K
ROBIE ROBERT J.	EVP, Institutional Buyside	2.05K
STERN RACHEL REBECCA	EVP, Chief Legal Officer	2.05K
ZIMMEL JOSEPH		1.54K
KARNOVSKY KRISTINA W	EVP, Chief Product Officer	839
HARDING CATRINA	Chief People Officer	760
SIEGEL LAURIE	director	759
STEPP KATHERINE M	Chief Technology Officer (CTO)	612
FRANK MALCOLM	director	517
COSTIGAN JOHN	Chief Data Officer	299
JORDAN SHEILA B		177
REEVE JONATHAN	EVP, Head of CTS	92
MOSKOFF GREGORY T	MD,Controller and CAO	44
FERNANDEZ GENE D.	Chief Tech & Content Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 14, 2025	MCGONIGLE JAMES J	SALE	451.98	1.43K	644.07K	4.46K
Jul 09, 2025	MOSKOFF GREGORY T	SALE	444.48	98	43.56K	44
Jul 08, 2025	ELLIS CHRISTOPHER R	SALE	448.20	100	44.82K	23.95K
Jul 01, 2025	SNOW FREDERICK PHILIP	SALE	445.12	3K	1.34M	16.62K
Jun 02, 2025	SNOW FREDERICK PHILIP	SALE	454.58	3K	1.36M	16.62K
May 01, 2025	SNOW FREDERICK PHILIP	SALE	431.09	3K	1.29M	16.62K
Apr 01, 2025	SNOW FREDERICK PHILIP	SALE	454.86	3K	1.36M	16.62K
Mar 24, 2025	MOSKOFF GREGORY T	SALE	433.73	363	157.6K	44
Mar 21, 2025	STEPP KATHERINE M	SALE	426.48	246	104.81K	612
Mar 03, 2025	SNOW FREDERICK PHILIP	SALE	464.79	3K	1.39M	16.62K
Feb 03, 2025	SNOW FREDERICK PHILIP	SALE	469.14	3K	1.41M	16.62K
Jan 02, 2025	SNOW FREDERICK PHILIP	SALE	484.33	3K	1.45M	16.62K
Dec 02, 2024	SNOW FREDERICK PHILIP	SALE	489.18	3K	1.47M	16.62K
Nov 12, 2024	ROBIE ROBERT J.	SALE	484.96	4.01K	1.94M	2.05K
Nov 11, 2024	COSTIGAN JOHN	SALE	481.49	843	405.9K	299
Nov 01, 2024	SNOW FREDERICK PHILIP	SALE	453.68	3K	1.36M	12.99K
Oct 01, 2024	SNOW FREDERICK PHILIP	SALE	455.09	3K	1.37M	12.99K
Sep 26, 2024	MCGONIGLE JAMES J	SALE	458.46	534	244.82K	5.28K
Sep 26, 2024	ELLIS CHRISTOPHER R	SALE	456.15	13.95K	6.36M	23.52K
Sep 26, 2024	SIEGEL LAURIE	SALE	460.35	200	92.07K	759
Sep 26, 2024	FRANK MALCOLM	SALE	458.24	1.98K	907.32K	517
Sep 03, 2024	SNOW FREDERICK PHILIP	SALE	416.59	3K	1.25M	12.92K
Aug 05, 2024	HARDING CATRINA	SALE	407.96	453	184.81K	760
Aug 01, 2024	SNOW FREDERICK PHILIP	SALE	412.75	3K	1.24M	12.92K
Jul 01, 2024	SNOW FREDERICK PHILIP	SALE	408.98	3K	1.23M	12.92K
Jun 25, 2024	ABRAMS ROBIN ANN	SALE	420.71	2.38K	999.19K	9.19K
Jun 24, 2024	STEPP KATHERINE M	SALE	428.42	1.06K	452.84K	687
Jun 03, 2024	SNOW FREDERICK PHILIP	SALE	400.00	3K	1.2M	12.92K
May 15, 2024	SKOKO GORAN	SALE	445.81	1.5K	668.72K	3.76K
May 10, 2024	SKOKO GORAN	SALE	436.94	167	72.97K	5.26K
May 06, 2024	ROBIE ROBERT J.	SALE	431.48	4.34K	1.87M	1.49K
May 03, 2024	SKOKO GORAN	SALE	429.51	500	214.76K	5.26K
May 01, 2024	SNOW FREDERICK PHILIP	SALE	415.26	3K	1.25M	12.92K
Apr 30, 2024	MOSKOFF GREGORY T	SALE	419.50	330	138.44K	72
Apr 01, 2024	SNOW FREDERICK PHILIP	SALE	452.10	3K	1.36M	12.92K
Mar 01, 2024	SNOW FREDERICK PHILIP	SALE	461.55	3K	1.38M	12.92K
Feb 02, 2024	STERN RACHEL REBECCA	SALE	480.19	9.25K	4.44M	2.05K
Feb 01, 2024	SNOW FREDERICK PHILIP	SALE	476.02	3K	1.43M	12.92K
Jan 02, 2024	SNOW FREDERICK PHILIP	SALE	450.50	3K	1.35M	12.92K
Dec 28, 2023	SIEGEL LAURIE	SALE	475.84	1.5K	713.76K	595
Dec 26, 2023	STEPP KATHERINE M	SALE	469.25	1.01K	475.82K	687
Dec 21, 2023	STERN RACHEL REBECCA	SALE	462.90	1.49K	691.11K	2.05K
Dec 21, 2023	ROBIE ROBERT J.	SALE	462.07	673	310.97K	2.36K
Dec 20, 2023	ELLIS CHRISTOPHER R	SALE	451.32	1.76K	793.87K	23.43K
Dec 04, 2023	SNOW FREDERICK PHILIP	SALE	452.79	3K	1.36M	12.92K
Nov 14, 2023	FRANK MALCOLM	SALE	459.08	1.21K	554.57K	353
Nov 13, 2023	STERN RACHEL REBECCA	SALE	450.00	6.34K	2.85M	2.05K
Nov 13, 2023	SKOKO GORAN	SALE	450.68	3.5K	1.58M	5.26K
Nov 03, 2023	KARNOVSKY KRISTINA W	SALE	447.75	1.37K	613.87K	839
Nov 01, 2023	SNOW FREDERICK PHILIP	SALE	433.78	3K	1.3M	8.32K
Oct 16, 2023	COSTIGAN JOHN	SALE	450.97	1.16K	524.03K	445
Oct 02, 2023	SNOW FREDERICK PHILIP	SALE	435.85	3K	1.31M	8.25K
Sep 29, 2023	STEPP KATHERINE M	SALE	444.85	1.81K	802.95K	451
Sep 27, 2023	ROBIE ROBERT J.	SALE	431.34	3K	1.29M	1.44K
Sep 01, 2023	SNOW FREDERICK PHILIP	SALE	438.78	3K	1.32M	8.25K
Aug 01, 2023	SNOW FREDERICK PHILIP	SALE	433.22	3K	1.3M	8.25K
May 05, 2023	REEVE JONATHAN	SALE	405.24	113	45.77K	92
Apr 17, 2023	SKOKO GORAN	SALE	413.64	2.4K	992.74K	4.35K
Apr 11, 2023	REEVE JONATHAN	SALE	407.87	720	293.67K	178
Apr 03, 2023	STEPP KATHERINE M	SALE	417.58	297	124.02K	451
Mar 31, 2023	ROBIE ROBERT J.	SALE	412.06	100	41.21K	1.44K
Mar 01, 2023	SNOW FREDERICK PHILIP	SALE	413.38	1K	413.38K	8.25K
Feb 01, 2023	SNOW FREDERICK PHILIP	SALE	424.00	12	5.09K	8.25K
Jan 03, 2023	SNOW FREDERICK PHILIP	SALE	403.91	1.33K	536.39K	8.25K
Dec 21, 2022	REEVE JONATHAN	SALE	403.81	350	141.33K	178
Dec 01, 2022	SNOW FREDERICK PHILIP	SALE	463.67	2.5K	1.16M	8.25K
Nov 01, 2022	SNOW FREDERICK PHILIP	SALE	427.94	2.5K	1.07M	8.25K
Oct 06, 2022	ROBIE ROBERT J.	SALE	424.50	2.8K	1.19M	598
Oct 03, 2022	SNOW FREDERICK PHILIP	SALE	401.21	2.5K	1M	4.06K
Sep 01, 2022	SNOW FREDERICK PHILIP	SALE	431.88	2.5K	1.08M	3.99K
Aug 01, 2022	SNOW FREDERICK PHILIP	SALE	424.92	2.5K	1.06M	3.99K
Jul 08, 2022	REEVE JONATHAN	SALE	401.55	335	134.52K	111
Jul 01, 2022	SNOW FREDERICK PHILIP	SALE	384.54	2.5K	961.35K	3.99K
Jun 28, 2022	JORDAN SHEILA B	SALE	391.15	2.57K	1.01M	177
Jun 24, 2022	ZIMMEL JOSEPH	SALE	390.62	1K	390.62K	1.54K
Jun 01, 2022	SNOW FREDERICK PHILIP	SALE	370.95	2.5K	927.38K	3.99K
May 02, 2022	SNOW FREDERICK PHILIP	SALE	404.37	2.5K	1.01M	3.99K
Apr 26, 2022	ABRAMS ROBIN ANN	SALE	418.98	1.77K	740.34K	4.53K
Apr 12, 2022	MOSKOFF GREGORY T	SALE	409.30	311	127.29K	106
Apr 08, 2022	ZIMMEL JOSEPH	SALE	443.11	1.2K	533.06K	2.54K
Apr 07, 2022	FERNANDEZ GENE D.	SALE	445.57	301	134.12K	0
Apr 06, 2022	ZIMMEL JOSEPH	SALE	444.72	976	434.05K	1.18K
Apr 06, 2022	SIEGEL LAURIE	SALE	440.00	1.29K	565.84K	348
Apr 01, 2022	SNOW FREDERICK PHILIP	SALE	435.37	2.5K	1.09M	3.99K
Mar 01, 2022	SNOW FREDERICK PHILIP	SALE	406.07	2.5K	1.02M	3.99K
Feb 01, 2022	SNOW FREDERICK PHILIP	SALE	422.02	2.5K	1.06M	3.99K
Jan 03, 2022	SNOW FREDERICK PHILIP	SALE	483.87	2.5K	1.21M	3.99K
Jan 03, 2022	MCGONIGLE JAMES J	SALE	483.87	6.63K	3.21M	4.77K
Dec 01, 2021	SNOW FREDERICK PHILIP	SALE	474.52	2.5K	1.19M	3.99K
Nov 10, 2021	REEVE JONATHAN	SALE	451.24	735	331.66K	111
Nov 01, 2021	SNOW FREDERICK PHILIP	SALE	442.91	2.5K	1.11M	3.99K
Oct 15, 2021	SKOKO GORAN	SALE	415.46	982	407.98K	3.47K
Oct 01, 2021	SNOW FREDERICK PHILIP	SALE	397.59	2.5K	993.98K	3.99K
Oct 01, 2021	ROBIE ROBERT J.	SALE	393.14	211	82.95K	598
Sep 30, 2021	ZIMMEL JOSEPH	SALE	398.78	2.02K	807.13K	1.98K
Sep 01, 2021	SNOW FREDERICK PHILIP	SALE	380.41	2.5K	951.03K	3.9K
Aug 12, 2021	STERN RACHEL REBECCA	SALE	363.00	6.81K	2.47M	0
Aug 10, 2021	ZIMMEL JOSEPH	SALE	364.13	4.55K	1.66M	0
Aug 10, 2021	SIEGEL LAURIE	SALE	362.10	1.8K	651.78K	100
Aug 05, 2021	JORDAN SHEILA B	SALE	357.13	1.94K	691.05K	0
Aug 02, 2021	SNOW FREDERICK PHILIP	SALE	356.72	2.5K	891.8K	3.9K
Jul 16, 2021	ZIMMEL JOSEPH	SALE	342.42	934	319.82K	13.25K
Jul 13, 2021	FRANK MALCOLM	SALE	335.17	3K	1.01M	0
Jul 01, 2021	SNOW FREDERICK PHILIP	SALE	335.28	2.5K	838.2K	3.9K
Jun 01, 2021	SNOW FREDERICK PHILIP	SALE	334.90	2.5K	837.25K	3.9K
May 03, 2021	SNOW FREDERICK PHILIP	SALE	336.97	2.5K	842.43K	3.9K
Apr 01, 2021	SNOW FREDERICK PHILIP	SALE	311.06	2.5K	777.65K	3.9K
Mar 01, 2021	SNOW FREDERICK PHILIP	SALE	305.90	2.5K	764.75K	3.9K
Feb 12, 2021	ZIMMEL JOSEPH	SALE	316.65	1.13K	358.76K	0
Feb 01, 2021	SNOW FREDERICK PHILIP	SALE	305.44	2.5K	763.6K	3.9K
Jan 14, 2021	ZIMMEL JOSEPH	SALE	325.16	850	276.39K	1.83K
Jan 05, 2021	ABRAMS ROBIN ANN	SALE	330.72	783	258.95K	3.74K
Jan 04, 2021	SNOW FREDERICK PHILIP	SALE	332.87	2.5K	832.18K	3.9K
Dec 01, 2020	SNOW FREDERICK PHILIP	SALE	336.64	1.77K	595.52K	3.9K
Nov 02, 2020	SNOW FREDERICK PHILIP	SALE	310.69	1.77K	549.61K	3.9K
Oct 06, 2020	ABRAMS ROBIN ANN	SALE	323.78	200	64.76K	3.32K
Oct 01, 2020	SNOW FREDERICK PHILIP	SALE	335.18	1.77K	592.93K	3.9K
Oct 01, 2020	ROBIE ROBERT J.	SALE	330.44	5.06K	1.67M	1.3K
Sep 25, 2020	MCGONIGLE JAMES J	SALE	323.61	542	175.4K	11.94K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES20.23K11

NET SHARES-20.23K11

SHARES HELD128.81K11

% NET SHARES-115.71%0%

Frequently Asked Questions