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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.

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.

Institutional holdersQ3 2025: 775 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ3 2025: $10.6B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$00.00%+1New
Cloud Capital Management, LLC3$00.00%+3New
Y.D. More Investments Ltd30$260.00%−5−14.3%Reduced
Beaird Harris Wealth Management, LLC0$520.00%0New
Dunhill Financial, LLC1$2450.00%−2−66.7%Reduced
Ancora Advisors, LLC1$2860.00%−94−98.9%Reduced
Bay Harbor Wealth Management, LLC1$2860.00%−1−50.0%Reduced
WestEnd Advisors, LLC1$2860.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1$2860.00%00.0%Unchanged
Texas Capital Bancshares Inc1$2860.00%+1New
Davis Capital Management1$2860.00%+1New
North Capital, Inc.1$2860.00%+1New
TFC Financial Management1$2870.00%00.0%Unchanged
Strengthening Families & Communities, LLC2$5720.00%+2New
Fortitude Family Office, LLC2$5730.00%−7−77.8%Reduced
Rise Advisors, LLC2$5730.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$5730.00%00.0%Unchanged
Bare Financial Services, Inc2$5730.00%+1+100.0%Added
Wealthspire Advisors, LLC2$5730.00%+2New
Quest 10 Wealth Builders, Inc.2$5730.00%+2New
Sound Income Strategies, LLC2$5750.00%−16−88.9%Reduced
Highline Wealth Partners LLC3$8590.00%−1−25.0%Reduced
Bell Investment Advisors, Inc3$8600.00%−3−50.0%Reduced
Wolff Wiese Magana LLC3$8600.00%00.0%Unchanged
Valley National Advisers Inc6$1.00K0.00%00.0%Unchanged
Hughes Financial Services, LLC4$1.06K0.00%+2+100.0%Added
Granite FO LLC4$1.15K0.00%00.0%Unchanged
Binnacle Investments Inc4$1.15K0.00%00.0%Unchanged
Dogwood Wealth Management LLC5$1.43K0.00%−21−80.8%Reduced
Raffa Wealth Management, LLC5$1.43K0.00%00.0%Unchanged
Rothschild Investment LLC5$1.43K0.00%+3+150.0%Added
UMA Financial Services, Inc.5$1.43K0.00%+3+150.0%Added
Armstrong Advisory Group, Inc6$1.72K0.00%00.0%Unchanged
Rakuten Securities, Inc.6$1.72K0.00%+5+500.0%Added
Burkett Financial Services, LLC6$1.73K0.00%00.0%Unchanged
Global Wealth Strategies & Associates6$1.75K0.00%+6New
City State Bank7$2.00K0.00%00.0%Unchanged
Wealth Watch Advisors, INC7$2.00K0.00%+7New
Essential Partners LLC7$2.00K0.00%+7New
Pineridge Advisors LLC7$2.03K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.7$2.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.24K0.00%00.0%Unchanged
NBC Securities, Inc.8$2.29K0.00%00.0%Unchanged
Park Place Capital Corp8$2.29K0.00%−28−77.8%Reduced
Frazier Financial Advisors, LLC8$2.29K0.00%00.0%Unchanged
Howard Hughes Medical Institute8$2.29K0.00%00.0%Unchanged
Sachetta, LLC8$2.29K0.00%+4+100.0%Added
CBIZ Investment Advisory Services, LLC8$2.29K0.00%+7+700.0%Added
Crewe Advisors LLC8$2.29K0.00%+8New
Red Tortoise LLC8$2.29K0.00%+8New
Millstone Evans Group, LLC8$2.29K0.00%+8New
Plato Investment Management Ltd9$2.56K0.00%+9New
GoalVest Advisory LLC9$2.58K0.00%00.0%Unchanged
Cornerstone Planning Group LLC10$2.69K0.00%+9+900.0%Added
Country Trust Bank10$2.87K0.00%−2−16.7%Reduced
Aspect Partners, LLC10$2.87K0.00%+4+66.7%Added
Winch Advisory Services, LLC10$2.96K0.00%00.0%Unchanged
Hanson & Doremus Investment Management12$3.00K0.00%+12New
T. Rowe Price Investment Management, Inc.10$3.00K0.00%+10New
Transamerica Financial Advisors, Inc.11$3.13K0.00%+10+1,000.0%Added
Golden State Wealth Management, LLC11$3.15K0.00%00.0%Unchanged
Pittenger & Anderson Inc11$3.15K0.00%+11New
LRI Investments, LLC11$3.22K0.00%00.0%Unchanged
Centennial Bank13$3.72K0.00%00.0%Unchanged
First PREMIER Bank15$4.00K0.00%00.0%Unchanged
Keener Financial Planning LLC17$4.00K0.00%00.0%Unchanged
Creative Financial Designs Inc14$4.01K0.00%00.0%Unchanged
Anchor Investment Management, LLC15$4.30K0.00%−11−42.3%Reduced
Alerus Financial NA15$4.30K0.00%00.0%Unchanged
MV Capital Management, Inc.16$4.58K0.00%−25−61.0%Reduced
Harbour Investments, Inc.16$4.58K0.00%+4+33.3%Added
Montag A & Associates Inc16$4.58K0.00%+8+100.0%Added
Edmond de Rothschild Holding S.A.18$5.16K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.18$5.20K0.00%00.0%Unchanged
Horizon Financial Services, LLC21$6.02K0.00%+21New
Archer Investment Corp21$6.04K0.00%00.0%Unchanged
Brown Brothers Harriman & Co22$6.30K0.00%−203−90.2%Reduced
Tortoise Investment Management, LLC22$6.30K0.00%−3−12.0%Reduced
Asset Dedication, LLC24$6.88K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.24$6.88K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.24$6.88K0.00%+24New
Darwin Advisors, LLC24$6.96K0.00%00.0%Unchanged
CX Institutional25$7.00K0.00%−182−87.9%Reduced
TD Capital Management LLC25$7.16K0.00%00.0%Unchanged
Geneos Wealth Management Inc.26$7.45K0.00%−91−77.8%Reduced
S&T Bank27$7.74K0.00%00.0%Unchanged
West Branch Capital LLC28$8.02K0.00%00.0%Unchanged
Piscataqua Savings Bank29$8.31K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd29$8.31K0.00%00.0%Unchanged
Root Financial Partners, LLC29$8.31K0.00%+29New
Johnson Financial Group, Inc.30$8.60K0.00%+10+50.0%Added
Key Financial Inc30$8.60K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC31$8.89K0.01%+10+47.6%Added
Hemington Wealth Management32$9.00K0.00%−26−44.8%Reduced
Atlantic Edge Private Wealth Management, LLC32$9.17K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$9.45K0.00%00.0%Unchanged
Crews Bank & Trust35$10.0K0.00%−16−31.4%Reduced
Raiffeisen Bank International AG35$10.2K0.00%+35New
Caitlin John, LLC39$11.2K0.01%+39New
TD Private Client Wealth LLC40$11.5K0.00%+2+5.3%Added