Factset Research Systems Inc
FDS- Exchange
- NYSE
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001013237
No open-market purchases or sales by Factset Research Systems Inc insiders were filed in the last 90 days; 767 institutions reported holding it in 13F filings for Q2 2026, worth $9.22B in total; Markel Group is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in Factset Research Systems Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 775
- −51 vs. Q2 2025
- Shares held
- 37.0M
- +1.42M (+4.0%) vs. Q2 2025
- Total value
- $10.6B
- −$5.23B (−33.1%) vs. Q2 2025
- New holders
- 99
- 274 more added
- Sold out
- 150
- 275 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 767 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.3B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,932,382 | $1.41B | 0.02% | +107,184+2.2% | Added |
| BlackRock, Inc. | 3,402,953 | $974.9M | 0.02% | +38,952+1.2% | Added |
| Morgan Stanley | 2,169,227 | $621.5M | 0.04% | −205,645−8.7% | Reduced |
| State Street Corp | 1,961,231 | $561.9M | 0.02% | +23,660+1.2% | Added |
| Bamco Inc | 1,819,059 | $521.1M | 1.38% | −412,857−18.5% | Reduced |
| Loomis Sayles & Co L P | 1,532,692 | $439.1M | 0.52% | +24,640+1.6% | Added |
| Wells Fargo & Company | 1,333,863 | $382.1M | 0.08% | −39,299−2.9% | Reduced |
| Ninety One UK Ltd | 1,206,890 | $345.8M | 0.75% | +14,256+1.2% | Added |
| Geode Capital Management, LLC | 1,103,853 | $315.1M | 0.02% | −58,403−5.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,037,716 | $297.3M | 0.72% | −30,803−2.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 856,039 | $245.2M | 0.18% | +26,865+3.2% | Added |
| Invesco Ltd. | 793,832 | $227.4M | 0.04% | +110,686+16.2% | Added |
| Bank of America Corp | 572,756 | $164.1M | 0.01% | +43,748+8.3% | Added |
| Citadel Advisors LLC | 514,028 | $147.3M | 0.12% | +273,722+113.9% | Added |
| StonePine Asset Management Inc. | 419,484 | $120.2M | 0.75% | +39,025+10.3% | Added |
| Charles Schwab Investment Management Inc | 410,218 | $117.5M | 0.02% | +9,807+2.4% | Added |
| ProShare Advisors LLC | 409,052 | $117.2M | 0.25% | +25,509+6.7% | Added |
| Northern Trust Corp | 402,086 | $115.2M | 0.01% | −3,698−0.9% | Reduced |
| Nordea Investment Management AB | 354,387 | $100.9M | 0.09% | +7,167+2.1% | Added |
| Champlain Investment Partners, LLC | 297,015 | $85.1M | 0.64% | −647−0.2% | Reduced |
| Dimensional Fund Advisors LP | 294,240 | $84.3M | 0.02% | +8,194+2.9% | Added |
| Boston Trust Walden Corp | 290,323 | $83.2M | 0.61% | −7,189−2.4% | Reduced |
| Legal & General Group Plc | 289,820 | $83.0M | 0.02% | −7,824−2.6% | Reduced |
| UBS Asset Management Americas Inc | 280,752 | $80.4M | 0.02% | −77,445−21.6% | Reduced |
| Fiera Capital Corp | 280,187 | $80.3M | 0.26% | +14,133+5.3% | Added |
| Two Sigma Investments, LP | 279,768 | $80.2M | 0.12% | +260,557+1,356.3% | Added |
| Barclays PLC | 272,535 | $78.1M | 0.03% | +167,424+159.3% | Added |
| Goldman Sachs Group Inc | 268,706 | $77.0M | 0.01% | +89,099+49.6% | Added |
| Bank of New York Mellon Corp | 260,314 | $74.6M | 0.01% | −534−0.2% | Reduced |
| HSBC Holdings PLC | 229,300 | $65.6M | 0.04% | +118,517+107.0% | Added |
| UBS Group AG | 211,761 | $60.7M | 0.01% | +44,639+26.7% | Added |
| BNP Paribas Arbitrage, SA | 206,711 | $59.2M | 0.05% | +135,431+190.0% | Added |
| Voloridge Investment Management, LLC | 189,715 | $54.4M | 0.18% | +124,220+189.7% | Added |
| Deutsche Bank AG | 179,394 | $51.4M | 0.02% | +22,057+14.0% | Added |
| First Trust Advisors LP | 160,446 | $46.0M | 0.03% | +148,301+1,221.1% | Added |
| American Capital Management Inc | 155,304 | $44.5M | 1.77% | −2,519−1.6% | Reduced |
| Royal London Asset Management Ltd | 148,684 | $42.6M | 0.09% | +18,207+14.0% | Added |
| Tandem Investment Advisors, Inc. | 146,128 | $41.9M | 1.43% | −54,965−27.3% | Reduced |
| Everett Harris & Co | 144,229 | $41.3M | 0.51% | −1,753−1.2% | Reduced |
| Raymond James Financial Inc | 143,198 | $41.0M | 0.01% | +4,574+3.3% | Added |
| JPMorgan Chase & Co | 137,408 | $39.4M | 0.00% | −281,332−67.2% | Reduced |
| Millennium Management LLC | 131,766 | $37.7M | 0.03% | +98,168+292.2% | Added |
| CBOE Vest Financial, LLC | 130,100 | $37.3M | 0.49% | +4,574+3.6% | Added |
| Squarepoint Ops LLC | 128,341 | $36.8M | 0.08% | +121,995+1,922.4% | Added |
| California Public Employees Retirement System | 122,219 | $35.0M | 0.02% | −18,787−13.3% | Reduced |
| SEI Investments Co | 119,255 | $34.2M | 0.04% | +7,921+7.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $33.4M | 0.27% | 00.0% | Unchanged |
| Amundi | 121,514 | $33.4M | 0.01% | −522−0.4% | Reduced |
| Assenagon Asset Management S.A. | 107,119 | $30.7M | 0.05% | +105,711+7,507.9% | Added |
| Nomura Asset Management Co Ltd | 104,220 | $29.9M | 0.08% | +6,078+6.2% | Added |
| Ameriprise Financial Inc | 103,451 | $29.6M | 0.01% | +1,794+1.8% | Added |
| Royal Bank of Canada | 103,297 | $29.6M | 0.01% | +3,078+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 100,892 | $28.9M | 0.02% | +1,616+1.6% | Added |
| Nuveen, LLC | 99,196 | $28.4M | 0.01% | −19,737−16.6% | Reduced |
| McDonald Capital Investors Inc | 98,853 | $28.3M | 1.76% | +98,853 | New |
| Marshall Wace, LLP | 98,429 | $28.2M | 0.03% | +98,429 | New |
| Trexquant Investment LP | 97,787 | $28.0M | 0.29% | +97,787 | New |
| Sone Capital Management, LLC | 95,122 | $27.3M | 2.28% | +60,700+176.3% | Added |
| Envestnet Asset Management Inc | 90,362 | $25.9M | 0.01% | −3,295−3.5% | Reduced |
| LPL Financial LLC | 86,453 | $24.8M | 0.01% | +568+0.7% | Added |
| Natixis Advisors, L.P. | 85,981 | $24.6M | 0.04% | −5,671−6.2% | Reduced |
| Rhumbline Advisers | 85,267 | $24.4M | 0.02% | +1,519+1.8% | Added |
| Ninety One North America, Inc. | 84,686 | $24.3M | 1.10% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 81,075 | $23.2M | 0.56% | +76,322+1,605.8% | Added |
| HighTower Advisors, LLC | 75,025 | $21.5M | 0.02% | −13,144−14.9% | Reduced |
| Jane Street Group, LLC | 74,294 | $21.3M | 0.02% | +71,994+3,130.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 72,832 | $20.9M | 0.03% | −11,829−14.0% | Reduced |
| Copeland Capital Management, LLC | 72,369 | $20.7M | 0.43% | +14,268+24.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 66,576 | $19.1M | 0.26% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 66,543 | $19.1M | 0.03% | +66,543 | New |
| Tudor Investment Corp Et Al | 62,736 | $18.0M | 0.12% | +62,736 | New |
| Earnest Partners LLC | 58,995 | $16.9M | 0.07% | −4,517−7.1% | Reduced |
| California State Teachers Retirement System | 58,259 | $16.7M | 0.02% | −2,708−4.4% | Reduced |
| Citigroup Inc | 57,843 | $16.6M | 0.01% | +11,455+24.7% | Added |
| Price T Rowe Associates Inc | 56,286 | $16.1M | 0.00% | +293+0.5% | Added |
| Heron Bay Capital Management | 55,359 | $15.9M | 2.96% | +19,072+52.6% | Added |
| Saybrook Capital | 54,481 | $15.6M | 4.08% | +9,011+19.8% | Added |
| Susquehanna International Group, LLP | 51,207 | $14.7M | 0.02% | +38,975+318.6% | Added |
| Distillate Capital Partners LLC | 49,789 | $14.3M | 0.74% | +49,789 | New |
| ExodusPoint Capital Management, LP | 46,850 | $13.4M | 0.19% | +44,283+1,725.1% | Added |
| Principal Financial Group Inc | 45,716 | $13.1M | 0.01% | −1,992−4.2% | Reduced |
| Pictet Asset Management Holding SA | 44,988 | $12.9M | 0.01% | +21,471+91.3% | Added |
| Janney Montgomery Scott LLC | 42,550 | $12.2M | 0.03% | +41+0.1% | Added |
| Running Oak Capital LLC | 41,335 | $11.8M | 1.33% | +5,072+14.0% | Added |
| Stifel Financial Corp | 41,160 | $11.8M | 0.01% | −1,162−2.7% | Reduced |
| Freestone Grove Partners LP | 40,361 | $11.6M | 0.09% | +40,361 | New |
| State of Michigan Retirement System | 40,235 | $11.5M | 0.06% | +6,600+19.6% | Added |
| Capital Fund Management S.A. | 39,498 | $11.3M | 0.11% | +26,470+203.2% | Added |
| Alliancebernstein L.P. | 38,652 | $11.1M | 0.00% | −684−1.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 37,530 | $10.8M | 0.02% | +18,186+94.0% | Added |
| FMR LLC | 35,665 | $10.2M | 0.00% | −44,054−55.3% | Reduced |
| Russell Investments Group, Ltd. | 35,306 | $10.1M | 0.01% | +2,956+9.1% | Added |
| Standard Life Aberdeen plc | 34,911 | $9.97M | 0.02% | +316+0.9% | Added |
| State Board of Administration of Florida Retirement System | 34,783 | $9.96M | 0.02% | −228−0.7% | Reduced |
| New York State Teachers Retirement System | 33,394 | $9.57M | 0.02% | +777+2.4% | Added |
| Nomura Holdings Inc | 31,913 | $9.14M | 0.04% | +30,784+2,726.7% | Added |
| Bank of Montreal | 30,748 | $8.81M | 0.00% | +436+1.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,937 | $8.67M | 0.02% | +5,900+23.6% | Added |
| Marks Group Wealth Management, Inc | 30,096 | $8.62M | 0.80% | −3,322−9.9% | Reduced |
| Aviva PLC | 29,796 | $8.54M | 0.02% | +1,808+6.5% | Added |