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BlackRock discloses 7.2% passive stake in FactSet (FDS) common stock

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 2,677,198 shares of FactSet Research Systems Inc. common stock, representing 7.2% of the outstanding class as of the reported date. BlackRock reports sole voting power over 2,545,111 shares and sole dispositive power over 2,677,198 shares, with no shared voting or dispositive power.

The filing explains that these holdings reflect positions held by certain BlackRock business units, and that various underlying clients have the right to receive dividends and sale proceeds, with no single client holding more than five percent of FactSet’s total common shares. BlackRock certifies that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of FactSet.

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Insights

BlackRock discloses a 7.2% passive stake in FactSet.

BlackRock, Inc. reports beneficial ownership of 2,677,198 shares of FactSet Research Systems Inc. common stock, or 7.2% of the class. The filing states that the shares are held through certain BlackRock business units on behalf of multiple underlying investors, consistent with its role as an asset manager.

The certification language specifies that the position is held in the ordinary course of business and not with the purpose or effect of changing or influencing control of FactSet. Voting and dispositive authority are described as solely held by BlackRock for 2,545,111 and 2,677,198 shares, respectively, while economic interests ultimately belong to various clients, none exceeding five percent of FactSet’s outstanding common shares.

As a Schedule 13G/A, this reflects a passive ownership disclosure rather than an activist move. Future ownership levels and any shift to a different filing status would be reflected in subsequent beneficial ownership reports covering periods after 12/31/2025.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



BlackRock, Inc.
Signature:Spencer Fleming
Name/Title:Managing Director
Date:01/21/2026
Exhibit Information

Exhibit 24: Power of Attorney Exhibit 99: Item 7

FAQ

What percentage of FactSet Research Systems Inc. (FDS) does BlackRock currently report owning?

BlackRock, Inc. reports beneficial ownership of 7.2% of the common stock of FactSet Research Systems Inc., corresponding to 2,677,198 shares.

How many FactSet (FDS) shares does BlackRock have voting and dispositive power over?

BlackRock reports sole voting power over 2,545,111 FactSet common shares and sole dispositive power over 2,677,198 shares, with no shared voting or dispositive power.

Is BlackRock’s stake in FactSet (FDS) reported as passive or for control purposes?

BlackRock certifies that the FactSet shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of FactSet, consistent with a Schedule 13G passive filing.

Who ultimately benefits from BlackRock’s holdings in FactSet (FDS)?

The filing states that various persons have the right to receive dividends and sale proceeds from the FactSet common stock held by BlackRock’s business units, and that no one person’s interest exceeds five percent of FactSet’s total outstanding common shares.

What is the date of the ownership information in BlackRock’s amended Schedule 13G for FactSet (FDS)?

The date of the event requiring the filing is listed as 12/31/2025, and the reported ownership figures, including the 2,677,198 shares and 7.2% stake, are as of that date.

What type of Schedule 13G filing did BlackRock submit for FactSet (FDS)?

BlackRock filed Amendment No. 1 to a Schedule 13G for FactSet Research Systems Inc., identifying itself as a HC (parent holding company or control person) and reporting beneficial ownership above five percent of the common stock.
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