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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.

Q3 2025 vs. Q2 2025

How the institutions holding Factset Research Systems Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of FDS: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders83711775−51
Shares35.7M94.5K37.0M+1.42M (+4.0%)
Value$15.9B$42.2M$10.6B−$5.23B (−33.1%)

11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held Factset Research Systems Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to FDS in Q3 2025
InstitutionSharesValue% of portfolio
McDonald Capital Investors Inc98,853$28.3M1.76%
Marshall Wace, LLP98,429$28.2M0.03%
Trexquant Investment LP97,787$28.0M0.29%
Qube Research & Technologies Ltd66,543$19.1M0.03%
Tudor Investment Corp Et Al62,736$18.0M0.12%
Distillate Capital Partners LLC49,789$14.3M0.74%
Freestone Grove Partners LP40,361$11.6M0.09%
Financial Strategies Group, Inc.29,934$7.92M1.51%
Two Sigma Advisers, LP22,100$6.33M0.01%
Greenland Capital Management LP16,912$4.85M0.71%
AXA Investment Managers S.A.14,862$4.26M0.01%
Wolverine Trading, LLC13,710$3.99M0.08%
Alberta Investment Management Corp13,500$3.87M0.03%
IMC-Chicago, LLC12,266$3.51M0.06%
Rakuten Investment Management, Inc.14,078$3.10M0.01%
Hussman Strategic Advisors, Inc.10,500$3.01M0.65%
Investment House LLC10,301$2.95M0.14%
Nuance Investments, LLC9,540$2.73M0.28%
Entropy Technologies, LP8,909$2.55M0.19%
Twinbeech Capital LP8,759$2.51M0.10%
Engineers Gate Manager LP8,205$2.35M0.03%
Connor, Clark & Lunn Investment Management Ltd.8,194$2.35M0.01%
Edgestream Partners, L.P.8,068$2.31M0.07%
Bridgewater Associates, LP7,436$2.13M0.01%
Summit Wealth Group LLC5,486$1.55M0.21%
CIBC Bancorp USA Inc.5,216$1.49M0.01%
Woodline Partners LP4,997$1.43M0.01%
Rockefeller Capital Management L.P.4,222$1.21M0.00%
Abner Herrman & Brock LLC4,000$1.15M0.12%
Credit Agricole S A3,559$1.02M0.00%
Morningstar Investment Management LLC3,067$879.0K0.03%
Prana Capital Management, LP2,870$822.2K0.03%
Dean Investment Associates, LLC2,831$811.1K0.11%
Qsemble Capital Management, LP2,762$791.3K0.08%
Sherbrooke Park Advisers LLC2,653$760.1K0.35%
Dark Forest Capital Management LP2,553$731.4K0.03%
Farringdon Capital, Ltd.2,358$675.5K0.17%
Oxford Asset Management LLP1,951$558.9K0.18%
Aigen Investment Management, LP1,939$555.5K0.09%
Catalytic Wealth RIA, LLC1,927$552.1K0.02%
Milestone Asset Management Group, LLC1,921$550.3K0.35%
XTX Topco Ltd1,854$531.2K0.03%
Numerai GP LLC1,780$510.0K0.07%
Blueshift Asset Management, LLC1,773$507.9K0.16%
Worldquant Millennium Advisors LLC1,770$507.1K0.00%
Element Capital Management LLC1,720$492.8K0.70%
Crossmark Global Holdings, Inc.1,642$470.4K0.01%
United Capital Financial Advisers, LLC1,609$461.0K0.00%
Ridgewood Investments LLC1,561$447.2K0.19%
Vinva Investment Management Ltd1,434$416.8K0.01%
Graham Capital Management, L.P.1,386$397.1K0.01%
Allstate Corp1,341$384.2K0.01%
Rathbone Brothers plc1,289$369.3K0.00%
Krilogy Financial LLC1,400$365.6K0.01%
Blackhawk Capital Partners LLC.1,050$300.8K0.12%
Frank, Rimerman Advisors LLC1,021$292.5K0.02%
Absher Wealth Management, LLC1,016$291.1K0.03%
South Dakota Investment Council950$272.0K0.01%
West Bancorporation Inc932$267.0K0.15%
111 Capital919$263.3K0.05%
Caxton Associates LLP865$247.8K0.01%
Bridgefront Capital, LLC777$222.6K0.07%
Net Worth Advisory Group766$219.6K0.06%
Evergreen Capital Management LLC706$202.3K0.00%
Amica Mutual Insurance Co637$182.0K0.02%
Walleye Capital LLC446$127.8K0.00%
Mather Group, LLC.283$80.9K0.00%
Measured Wealth Private Client Group, LLC276$79.1K0.02%
Pilgrim Partners Asia Pte Ltd180$51.6K0.02%
Winnow Wealth LLC98$28.1K0.02%
First Horizon Corp88$25.2K0.00%
Quent Capital, LLC78$22.4K0.00%
Community Bank, N.A.74$21.2K0.00%
Amica Retiree Medical Trust62$18.0K0.02%
Salomon & Ludwin, LLC46$13.0K0.00%
Caitlin John, LLC39$11.2K0.01%
Raiffeisen Bank International AG35$10.2K0.00%
Root Financial Partners, LLC29$8.31K0.00%
Turning Point Benefit Group, Inc.24$6.88K0.00%
Horizon Financial Services, LLC21$6.02K0.00%
Pittenger & Anderson Inc11$3.15K0.00%
Hanson & Doremus Investment Management12$3.00K0.00%
T. Rowe Price Investment Management, Inc.10$3.00K0.00%
Plato Investment Management Ltd9$2.56K0.00%
Crewe Advisors LLC8$2.29K0.00%
Red Tortoise LLC8$2.29K0.00%
Millstone Evans Group, LLC8$2.29K0.00%
Wealth Watch Advisors, INC7$2.00K0.00%
Essential Partners LLC7$2.00K0.00%
Global Wealth Strategies & Associates6$1.75K0.00%
Wealthspire Advisors, LLC2$5730.00%
Quest 10 Wealth Builders, Inc.2$5730.00%
Strengthening Families & Communities, LLC2$5720.00%
Texas Capital Bancshares Inc1$2860.00%
Davis Capital Management1$2860.00%
North Capital, Inc.1$2860.00%
Beaird Harris Wealth Management, LLC0$520.00%
Avion Wealth1$00.00%
Cloud Capital Management, LLC3$00.00%

Sold out (150)

Institutions that held Factset Research Systems Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 150 by value.

Institutions that sold out of FDS in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Massachusetts Financial Services Co102,289$45.8M
Point72 Asset Management, L.P.91,946$41.1M
Dundas Partners LLP72,174$32.3M
Azora Capital LP58,442$26.1M
Erste Asset Management GmbH15,243$6.75M
Gabelli Funds LLC14,648$6.55M
AXA S.A.13,762$6.16M
Kornitzer Capital Management Inc11,144$4.98M
Fisher Asset Management, LLC9,313$4.17M
Tsai Capital Corp6,688$2.99M
Balyasny Asset Management LLC6,649$2.97M
La Banque Postale Asset Management SA6,303$2.82M
Virtu Financial LLC5,306$2.37M
Brevan Howard Capital Management LP4,628$2.07M
Cordatus Wealth Management LLC4,228$1.89M
Aster Capital Management (DIFC) Ltd3,758$1.68M
Moore Capital Management, LP3,382$1.51M
Jump Financial, LLC3,377$1.51M
Impax Asset Management Group plc3,283$1.47M
Susquehanna Fundamental Investments, LLC3,200$1.43M
Point72 Hong Kong Ltd2,621$1.17M
Polar Asset Management Partners Inc.2,500$1.12M
Versor Investments LP2,401$1.07M
TownSquare Capital, LLC1,992$891.0K
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group1,944$869.5K
Fieldview Capital Management, LLC1,773$793.0K
Centiva Capital, LP1,530$684.3K
Perpetual Ltd1,394$623.5K
Empirical Asset Management, LLC1,387$620.4K
Stevens Capital Management LP1,359$608.0K
Gamco Investors, Inc. Et Al1,315$588.2K
Scientech Research LLC1,227$548.8K
Argent Trust Co1,152$515.3K
V-Square Quantitative Management LLC1,144$511.7K
Contravisory Investment Management, Inc.1,113$497.8K
Mirabella Financial Services LLP982$441.2K
Apeiron RIA LLC962$430.2K
Conestoga Capital Advisors, LLC922$412.4K
Financial Advocates Investment Management921$412.0K
Sowell Financial Services LLC853$381.7K
Alps Advisors Inc832$372.1K
Advisors Preferred, LLC825$371.5K
Savvy Advisors, Inc.801$358.3K
Douglass Winthrop Advisors, LLC775$346.6K
Kestra Advisory Services, LLC765$342.0K
Wedmont Private Capital739$330.9K
Leavell Investment Management, Inc.728$325.6K
Apella Capital, LLC708$317.1K
Synovus Financial Corp668$298.8K
Perigon Wealth Management, LLC668$298.8K
Meridian Wealth Management, LLC665$297.6K
Williams Jones Wealth Management, LLC.649$290.3K
Segment Wealth Management, LLC644$288.0K
Baron Wealth Management LLC643$287.6K
Seelaus Asset Management LLC640$286.3K
Stokes Capital Advisors, LLC639$285.8K
Moment Partners, LLC635$284.0K
Eqis Capital Management, Inc.629$281.3K
Ritholtz Wealth Management627$280.5K
Bennett Selby Investments LP623$278.8K
Bradley Foster & Sargent Inc618$276.4K
Angeles Wealth Management, LLC617$276.0K
Pine Haven Investment Counsel, Inc615$275.1K
Motley Fool Asset Management LLC614$274.6K
HBK Sorce Advisory LLC613$274.2K
Checchi Capital Advisers, LLC601$268.8K
IHT Wealth Management, LLC595$266.2K
MBB Public Markets I LLC586$262.1K
VestGen Advisors, LLC583$261.0K
Hall Laurie J Trustee575$257.2K
AMG National Trust Bank575$257.2K
Martin Investment Management, LLC575$257.2K
Physicians Financial Services, Inc.575$257.0K
Everpar Advisors LLC567$253.6K
Shepherd Financial Partners LLC567$253.5K
Mizuho Markets Americas LLC561$250.9K
Glenview Trust Co542$242.4K
Bouchey Financial Group Ltd537$240.2K
Dumont & Blake Investment Advisors LLC536$239.8K
MONECO Advisors, LLC536$239.7K
Intrust Bank NA535$239.3K
PFG Investments, LLC534$238.8K
Claret Asset Management Corp532$238.0K
Keybank National Association532$238.0K
Aptus Capital Advisors, LLC528$236.1K
Tocqueville Asset Management L.P.525$234.8K
Paces Ferry Wealth Advisors, LLC522$233.5K
Patton Fund Management, Inc.518$231.7K
Citizens & Northern Corp510$228.1K
Peapack Gladstone Financial Corp506$226.0K
Aprio Wealth Management, LLC504$225.5K
CWA Asset Management Group, LLC503$225.0K
Guggenheim Capital LLC500$223.6K
Arbor Investment Advisors, LLC500$223.6K
Blue Edge Capital, LLC500$223.6K
M3 Advisory Group, LLC497$222.2K
Wellington Management Group LLP496$221.8K
Tilia Fiduciary Partners, Inc.494$221.0K
Seeds Investor LLC493$220.3K
Smith Shellnut Wilson LLC486$217.4K

Not filed for Q3 2025 yet (11)

Institutions that held Factset Research Systems Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank73,471$32.9M
Congress Wealth Management LLC7,885$3.53M
CIBC World Markets Corp4,772$2.13M
J. W. Coons Advisors, LLC3,465$1.55M
Scott Marsh Financial, LLC1,419$634.7K
Atria Wealth Solutions, Inc.1,269$567.5K
Avantax Advisory Services, Inc.1,078$482.1K
Wealth Group, Ltd.484$216.0K
PrairieView Partners, LLC400$178.0K
First Horizon Advisors, Inc.212$95.1K
Parkworth Wealth Management, Inc.2$895