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Compiled from SEC Form N-PX filings and FACTSET RESEARCH SYSTEMS INC.’s Form 8-K, filed December 20, 2024 (Item 5.07 on EDGAR). Page generated October 13, 2026.
Meeting of December 19, 2024: 7 items on FACTSET RESEARCH SYSTEMS INC.’s Form 8-K, filed December 20, 2024: 4 elected · 2 approved · 1 not approved.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided · This season’s results screens
Explore FACTSET RESEARCH SYSTEMS INC. in the interactive database Compare manager voting policies
These tallies are FACTSET RESEARCH SYSTEMS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed December 20, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Siew Kai Choy | 32,024,834 | 402,055 | 18,444 | -- | 2,374,125 | 99% | Elected | — |
| Elect Director: Laurie G. Hylton | 32,386,378 | 40,049 | 18,906 | -- | 2,374,125 | 99.8% | Elected | — |
| Elect Director: Lee Shavel | 32,203,893 | 220,758 | 20,682 | -- | 2,374,125 | 99.3% | Elected | — |
| Elect Director: Elisha Wiesel | 32,301,928 | 124,187 | 19,218 | -- | 2,374,125 | 99.6% | Elected | — |
| 2. To ratify the appointment of the accounting firm of Ernst & Young LLP as FactSet's independent registered public accounting firm for the fiscal year ending August 31, 2025 | 34,469,967 | 337,869 | 11,622 | -- | -- | 99.0% | Approved | — |
| 3. To approve, on a non-binding advisory basis, the fiscal 2024 compensation of the Company's named executive officers | 30,661,628 | 1,752,686 | 31,019 | -- | 2,374,125 | 95% | Approved | — |
| 4. To vote, on a non-binding advisory basis, on a stockholder proposal for a 15% ownership threshold for special meetings of the stockholders of the Company | 15,566,946 | 16,826,036 | 52,351 | -- | 2,374,125 | 48.1% | Not approved | — |
Source: FACTSET RESEARCH SYSTEMS INC., Form 8-K, filed with the SEC on December 20, 2024 — read the filing on EDGAR.
Each item below shows how the 728 asset managers that disclosed a FACTSET RESEARCH SYSTEMS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of FACTSET RESEARCH SYSTEMS INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 7 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: To elect four directors to the Board of Directors: Siew Kai Choy, Laurie G. Hylton, Lee Shavel, and Elisha Wiesel each be elected to serve a one-year term expiring in concurrence with the Annual Meeting of Stockholders for 2025: Elisha Wiesel
FACTSET RESEARCH SYSTEMS INC.’s own tally for this item (“Elect Director: Elisha Wiesel”): 32,301,928 for, 124,187 against, per its Form 8-K filed December 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “The four nominees were elected to FactSet's Board of Directors.”
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 141 asset managers below reported 14,508,491 for, 4,621 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,492,299 | 0 | 0 | 0 | For |
| BlackRock | 1,373,768 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,371,555 | 0 | 0 | 0 | For |
| Fidelity | 934,111 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 803,000 | 0 | 0 | 0 | For |
| State Street | 625,939 | 0 | 0 | 0 | For |
| Virtus | 479,868 | 0 | 0 | 0 | For |
| Loomis Sayles | 401,363 | 0 | 0 | 0 | For |
| Charles Schwab | 372,067 | 0 | 0 | 0 | For |
| Invesco | 332,732 | 0 | 0 | 0 | For |
| Eaton Vance | 318,001 | 0 | 0 | 0 | For |
| MFS | 309,060 | 0 | 0 | 0 | For |
| JPMorgan | 252,041 | 0 | 0 | 0 | For |
| Waddell & Reed | 196,482 | 0 | 0 | 0 | For |
| Victory Capital | 178,508 | 0 | 0 | 0 | For |
| Dimensional | 168,801 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 165,000 | 0 | 0 | 0 | For |
| Jackson National | 129,174 | 0 | 0 | 0 | For |
| TIAA | 106,365 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 96,165 | 0 | 0 | 0 | For |
| Thrivent | 94,043 | 0 | 0 | 0 | For |
| Equitable | 81,530 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 74,945 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 70,596 | 0 | 0 | 0 | For |
| Lincoln Financial | 67,438 | 0 | 0 | 0 | For |
Showing the 25 largest of 141 asset managers. See all 141 in the interactive database.
Combines 7 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: To elect four directors to the Board of Directors: Siew Kai Choy, Laurie G. Hylton, Lee Shavel, and Elisha Wiesel each be elected to serve a one-year term expiring in concurrence with the Annual Meeting of Stockholders for 2025: Laurie G. Hylton
FACTSET RESEARCH SYSTEMS INC.’s own tally for this item (“Elect Director: Laurie G. Hylton”): 32,386,378 for, 40,049 against, per its Form 8-K filed December 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “The four nominees were elected to FactSet's Board of Directors.”
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 141 asset managers below reported 14,508,491 for, 4,621 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,492,299 | 0 | 0 | 0 | For |
| BlackRock | 1,373,768 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,371,555 | 0 | 0 | 0 | For |
| Fidelity | 934,111 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 803,000 | 0 | 0 | 0 | For |
| State Street | 625,939 | 0 | 0 | 0 | For |
| Virtus | 479,868 | 0 | 0 | 0 | For |
| Loomis Sayles | 401,363 | 0 | 0 | 0 | For |
| Charles Schwab | 372,067 | 0 | 0 | 0 | For |
| Invesco | 332,732 | 0 | 0 | 0 | For |
| Eaton Vance | 318,001 | 0 | 0 | 0 | For |
| MFS | 309,060 | 0 | 0 | 0 | For |
| JPMorgan | 252,041 | 0 | 0 | 0 | For |
| Waddell & Reed | 196,482 | 0 | 0 | 0 | For |
| Victory Capital | 178,508 | 0 | 0 | 0 | For |
| Dimensional | 168,801 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 165,000 | 0 | 0 | 0 | For |
| Jackson National | 129,174 | 0 | 0 | 0 | For |
| TIAA | 106,365 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 96,165 | 0 | 0 | 0 | For |
| Thrivent | 94,043 | 0 | 0 | 0 | For |
| Equitable | 81,530 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 74,945 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 70,596 | 0 | 0 | 0 | For |
| Lincoln Financial | 67,438 | 0 | 0 | 0 | For |
Showing the 25 largest of 141 asset managers. See all 141 in the interactive database.
Combines 7 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Description as filed by funds: To elect four directors to the Board of Directors: Siew Kai Choy, Laurie G. Hylton, Lee Shavel, and Elisha Wiesel each be elected to serve a one-year term expiring in concurrence with the Annual Meeting of Stockholders for 2025: Lee Shavel
FACTSET RESEARCH SYSTEMS INC.’s own tally for this item (“Elect Director: Lee Shavel”): 32,203,893 for, 220,758 against, per its Form 8-K filed December 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “The four nominees were elected to FactSet's Board of Directors.”
Support: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 141 asset managers below reported 14,487,050 for, 20,679 against, 5,383 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,492,299 | 0 | 0 | 0 | For |
| BlackRock | 1,373,768 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,371,555 | 0 | 0 | 0 | For |
| Fidelity | 934,111 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 803,000 | 0 | 0 | 0 | For |
| State Street | 625,939 | 0 | 0 | 0 | For |
| Virtus | 479,868 | 0 | 0 | 0 | For |
| Loomis Sayles | 401,363 | 0 | 0 | 0 | For |
| Charles Schwab | 372,067 | 0 | 0 | 0 | For |
| Invesco | 332,732 | 0 | 0 | 0 | For |
| Eaton Vance | 318,001 | 0 | 0 | 0 | For |
| MFS | 309,060 | 0 | 0 | 0 | For |
| JPMorgan | 252,041 | 0 | 0 | 0 | For |
| Waddell & Reed | 196,482 | 0 | 0 | 0 | For |
| Victory Capital | 178,508 | 0 | 0 | 0 | For |
| Dimensional | 168,801 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 165,000 | 0 | 0 | 0 | For |
| Jackson National | 129,174 | 0 | 0 | 0 | For |
| TIAA | 106,365 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 96,165 | 0 | 0 | 0 | For |
| Thrivent | 94,043 | 0 | 0 | 0 | For |
| Equitable | 61,208 | 20,322 | 0 | 0 | Mixed |
| Bridge Builder Trust | 74,945 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 70,596 | 0 | 0 | 0 | For |
| Lincoln Financial | 67,438 | 0 | 0 | 0 | For |
Showing the 25 largest of 141 asset managers. See all 141 in the interactive database.
Combines 7 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: To elect four directors to the Board of Directors: Siew Kai Choy, Laurie G. Hylton, Lee Shavel, and Elisha Wiesel each be elected to serve a one-year term expiring in concurrence with the Annual Meeting of Stockholders for 2025: Siew Kai Choy
FACTSET RESEARCH SYSTEMS INC.’s own tally for this item (“Elect Director: Siew Kai Choy”): 32,024,834 for, 402,055 against, per its Form 8-K filed December 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “The four nominees were elected to FactSet's Board of Directors.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 141 asset managers below reported 14,487,812 for, 20,679 against, 4,621 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,492,299 | 0 | 0 | 0 | For |
| BlackRock | 1,373,768 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,371,555 | 0 | 0 | 0 | For |
| Fidelity | 934,111 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 803,000 | 0 | 0 | 0 | For |
| State Street | 625,939 | 0 | 0 | 0 | For |
| Virtus | 479,868 | 0 | 0 | 0 | For |
| Loomis Sayles | 401,363 | 0 | 0 | 0 | For |
| Charles Schwab | 372,067 | 0 | 0 | 0 | For |
| Invesco | 332,732 | 0 | 0 | 0 | For |
| Eaton Vance | 318,001 | 0 | 0 | 0 | For |
| MFS | 309,060 | 0 | 0 | 0 | For |
| JPMorgan | 252,041 | 0 | 0 | 0 | For |
| Waddell & Reed | 196,482 | 0 | 0 | 0 | For |
| Victory Capital | 178,508 | 0 | 0 | 0 | For |
| Dimensional | 168,801 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 165,000 | 0 | 0 | 0 | For |
| Jackson National | 129,174 | 0 | 0 | 0 | For |
| TIAA | 106,365 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 96,165 | 0 | 0 | 0 | For |
| Thrivent | 94,043 | 0 | 0 | 0 | For |
| Equitable | 61,208 | 20,322 | 0 | 0 | Mixed |
| Bridge Builder Trust | 74,945 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 70,596 | 0 | 0 | 0 | For |
| Lincoln Financial | 67,438 | 0 | 0 | 0 | For |
Showing the 25 largest of 141 asset managers. See all 141 in the interactive database.
Combines 12 wordings of this item as funds reported it.
95% Approved · of votes cast
Description as filed by funds: To vote on a non-binding advisory resolution to approve the compensation of our named executive officers.
FACTSET RESEARCH SYSTEMS INC.’s own tally for this item (“3. To approve, on a non-binding advisory basis, the fiscal 2024 compensation of the Company's named executive officers”): 30,661,628 for, 1,752,686 against — passed, per its Form 8-K filed December 20, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The fiscal 2024 compensation of FactSet's named executive officers was approved by a non-binding advisory vote.”
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Also reported under other wordings, matched to the same row of FACTSET RESEARCH SYSTEMS INC.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Say on Pay” (2 managers, 404 for).
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,492,299 | 0 | 0 | 0 | For |
| BlackRock | 1,373,768 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,371,555 | 0 | 0 | 0 | For |
| Fidelity | 934,111 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 803,000 | 0 | 0 | 0 | For |
| State Street | 625,939 | 0 | 0 | 0 | For |
| Virtus | 479,868 | 0 | 0 | 0 | For |
| Loomis Sayles | 401,363 | 0 | 0 | 0 | For |
| Charles Schwab | 372,067 | 0 | 0 | 0 | For |
| Invesco | 332,732 | 0 | 0 | 0 | For |
| Eaton Vance | 318,001 | 0 | 0 | 0 | For |
| MFS | 309,060 | 0 | 0 | 0 | For |
| JPMorgan | 252,041 | 0 | 0 | 0 | For |
| Waddell & Reed | 196,482 | 0 | 0 | 0 | For |
| Victory Capital | 178,508 | 0 | 0 | 0 | For |
| Dimensional | 168,801 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 165,000 | 0 | 0 | 0 | For |
| Jackson National | 129,174 | 0 | 0 | 0 | For |
| TIAA | 106,365 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 96,165 | 0 | 0 | 0 | For |
| Thrivent | 94,043 | 0 | 0 | 0 | For |
| Equitable | 80,630 | 900 | 0 | 0 | For |
| Bridge Builder Trust | 74,945 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 70,596 | 0 | 0 | 0 | For |
| Lincoln Financial | 67,438 | 0 | 0 | 0 | For |
Fund voting reports, all 137 managers: 14,498,582 for, 3,171 against, 4,524 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | 2,237,359 | 0 | 0 | 0 | For |
| BlackRock | 1,316,912 | 78 | 0 | 0 | For |
| State Street | 1,282,001 | 0 | 0 | 0 | For |
| Loomis Sayles | 1,143,628 | 48,562 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,096,706 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 980,272 | 0 | 0 | 0 | For |
| Ninety One UK Ltd | 932,171 | 0 | 0 | 0 | For |
| Morgan Stanley | 882,269 | 0 | 0 | 0 | For |
| Mitsubishi UFJ Asset Management Co., Ltd. | 493,744 | 0 | 0 | 0 | For |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 418,577 | 0 | 0 | 0 | For |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 405,320 | 0 | 0 | 0 | For |
| JPMorgan | 377,394 | 0 | 0 | 0 | For |
| Charles Schwab | 374,434 | 0 | 0 | 0 | For |
| Invesco | 362,574 | 0 | 0 | 0 | For |
| Northern Trust | 325,149 | 0 | 0 | 0 | For |
| Fiera Capital Corp | 276,559 | 0 | 0 | 0 | For |
| PineStone Asset Management Inc. | 251,438 | 0 | 0 | 0 | For |
| NORDEA INVESTMENT MANAGEMENT AB | 0 | 250,456 | 0 | 0 | Against |
| Vanguard | 228,359 | 0 | 0 | 0 | For |
| Legal & General Investment Management Ltd | 0 | 216,367 | 0 | 0 | Against |
| CONGRESS ASSET MANAGEMENT CO | 185,862 | 0 | 0 | 0 | For |
| Boston Trust Walden Co | 165,573 | 0 | 0 | 0 | For |
| T. Rowe Price | 157,992 | 0 | 0 | 0 | For |
| Amundi | 0 | 157,357 | 0 | 0 | Against |
| MELLON INVESTMENTS Corp | 139,915 | 0 | 0 | 0 | For |
Institutional-manager reports, all 614 managers: 18,286,054 for, 1,143,816 against, 14 abstained, 4,713 not voted, 453 unknown. Showing the 25 largest; see all in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.0% Approved · of votes cast
Description as filed by funds: TO RATIFY THE APPOINTMENT OF THE ACCOUNTING FIRM OF ERNST & YOUNG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING AUGUST 31, 2025.
FACTSET RESEARCH SYSTEMS INC.’s own tally for this item (“2. To ratify the appointment of the accounting firm of Ernst & Young LLP as FactSet's independent registered public accounting firm for the fiscal year ending August 31, 2025”): 34,469,967 for, 337,869 against — passed, per its Form 8-K filed December 20, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The appointment of Ernst & Young LLP was ratified.”
Support: 99.0% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 144 asset managers below reported 14,502,845 for, 5,669 against, 4,621 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,492,299 | 0 | 0 | 0 | For |
| BlackRock | 1,373,768 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,371,555 | 0 | 0 | 0 | For |
| Fidelity | 934,111 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 803,000 | 0 | 0 | 0 | For |
| State Street | 625,883 | 56 | 0 | 0 | For |
| Virtus | 479,868 | 0 | 0 | 0 | For |
| Loomis Sayles | 401,363 | 0 | 0 | 0 | For |
| Charles Schwab | 372,067 | 0 | 0 | 0 | For |
| Invesco | 332,732 | 0 | 0 | 0 | For |
| Eaton Vance | 318,001 | 0 | 0 | 0 | For |
| MFS | 309,060 | 0 | 0 | 0 | For |
| JPMorgan | 252,041 | 0 | 0 | 0 | For |
| Waddell & Reed | 196,482 | 0 | 0 | 0 | For |
| Victory Capital | 178,508 | 0 | 0 | 0 | For |
| Dimensional | 168,801 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 165,000 | 0 | 0 | 0 | For |
| Jackson National | 129,174 | 0 | 0 | 0 | For |
| TIAA | 106,365 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 96,165 | 0 | 0 | 0 | For |
| Thrivent | 94,043 | 0 | 0 | 0 | For |
| Equitable | 81,530 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 74,945 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 70,596 | 0 | 0 | 0 | For |
| Lincoln Financial | 67,438 | 0 | 0 | 0 | For |
Showing the 25 largest of 144 asset managers. See all 144 in the interactive database.
Combines 5 wordings of this item as funds reported it.
20% of fund votes cast · no official result
The 136 asset managers below reported 2,943,402 for, 11,532,110 against, 4,621 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 4,492,299 | 0 | 0 | Against |
| BlackRock | 0 | 1,373,768 | 0 | 0 | Against |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0 | 1,371,555 | 0 | 0 | Against |
| Fidelity | 40,312 | 893,799 | 0 | 0 | Against |
| BARON SELECT FUNDS | 0 | 803,000 | 0 | 0 | Against |
| State Street | 856 | 625,083 | 0 | 0 | Against |
| Virtus | 479,868 | 0 | 0 | 0 | For |
| Loomis Sayles | 401,363 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 372,067 | 0 | 0 | Against |
| Invesco | 0 | 332,732 | 0 | 0 | Against |
| Eaton Vance | 318,001 | 0 | 0 | 0 | For |
| MFS | 309,060 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 252,041 | 0 | 0 | Against |
| Waddell & Reed | 0 | 196,482 | 0 | 0 | Against |
| Victory Capital | 178,508 | 0 | 0 | 0 | For |
| Dimensional | 0 | 168,801 | 0 | 0 | Against |
| Advisors' Inner Circle Fund II | 165,000 | 0 | 0 | 0 | For |
| Jackson National | 66,874 | 62,300 | 0 | 0 | Mixed |
| TIAA | 0 | 106,365 | 0 | 0 | Against |
| BOSTON TRUST WALDEN FUNDS | 96,165 | 0 | 0 | 0 | For |
| Thrivent | 94,043 | 0 | 0 | 0 | For |
| Equitable | 68,177 | 13,353 | 0 | 0 | Mixed |
| Bridge Builder Trust | 69,592 | 5,353 | 0 | 0 | Mixed |
| TRUST FOR PROFESSIONAL MANAGERS | 52,596 | 18,000 | 0 | 0 | Mixed |
| Lincoln Financial | 7,296 | 60,142 | 0 | 0 | Mixed |
Showing the 25 largest of 136 asset managers. See all 136 in the interactive database.
48.1% Not approved · of votes cast
Description as filed by funds: Reduce Ownership Threshold for Shareholders to Call Special Meeting
FACTSET RESEARCH SYSTEMS INC.’s own tally for this item (“4. To vote, on a non-binding advisory basis, on a stockholder proposal for a 15% ownership threshold for special meetings of the stockholders of the Company”): 15,566,946 for, 16,826,036 against — failed, per its Form 8-K filed December 20, 2024 (Item 5.07).
Reported outcome: Not approved, in the filing’s own words: “Proposal 4: To vote, on a non-binding advisory basis, on a stockholder proposal for a 15% ownership threshold for special meetings of the stockholders of the Company.”
Support: 48.1% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GuideStone | 16,451 | 0 | 0 | 0 | For |
| Empower | 4,456 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 1,203 | 0 | 0 | 0 | For |
Fund voting reports, all 3 managers: 22,110 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 1,400 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,400 for.
Not shown here: this season’s fund filings also report 2 items from the meeting of December 14, 2023, which belongs to the 2023-2024 season. A meeting outside this season’s July 1 to June 30 window is not counted in this page’s items or in its totals of asset managers and fund votes.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 38,049,811 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 11.81% |
| 2 | BlackRock | 3.61% |
| 3 | BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 3.60% |
| 4 | Fidelity | 2.45% |
| 5 | BARON SELECT FUNDS | 2.11% |
| 6 | State Street | 1.65% |
| 7 | Virtus | 1.26% |
| 8 | Loomis Sayles | 1.05% |
| 9 | Charles Schwab | 0.98% |
| 10 | Invesco | 0.87% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BAMCO INC /NY/ | 5.88% |
| 2 | BlackRock | 3.46% |
| 3 | State Street | 3.37% |
| 4 | Loomis Sayles | 3.13% |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.88% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.58% |
| 7 | Ninety One UK Ltd | 2.45% |
| 8 | Morgan Stanley | 2.32% |
| 9 | Mitsubishi UFJ Asset Management Co., Ltd. | 1.30% |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.10% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| Vanguard Group | 12.60% | 13F |
| Baron Capital Group, Inc. | 9.96% | 13G |
| BlackRock | 9.24% | 13F |
| BAMCO, Inc. | 6.51% | DEF14A |
| State Street | 5.05% | 13F |
| Morgan Stanley | 2.40% | 13G |
| JPMorgan Chase | 1.33% | 13F |
| Invesco | 1.29% | 13F |
| Citadel Advisors | 1.25% | 13F |
| Northern Trust | 1.07% | 13F |
Percentages above are of 38,049,811 shares outstanding, as reported by FACTSET RESEARCH SYSTEMS INC. on its Form 10-Q dated November 30, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from FACTSET RESEARCH SYSTEMS INC.’s 10-Q dated November 30, 2024. This page is a static snapshot rebuilt weekly on October 13, 2026; a live search always shows the current data.
At FACTSET RESEARCH SYSTEMS INC.'s shareholder meeting held December 19, 2024, in the 2024-2025 proxy season, 728 asset managers reported how they voted in their SEC Form N-PX filings, covering 5,376 separate fund positions. Their filings are grouped here into 8 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To vote on a non-binding advisory resolution to approve the compensation of our named executive… — FACTSET RESEARCH SYSTEMS INC.'s filing reports the proposal as approved, with 95% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: FACTSET RESEARCH SYSTEMS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on December 20, 2024.
FACTSET RESEARCH SYSTEMS INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.