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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 41 | $12.0K | 0.00% | +14+51.9% | Added |
| Western Pacific Wealth Management, LP | 42 | $12.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 45 | $12.9K | 0.00% | −1−2.2% | Reduced |
| Salomon & Ludwin, LLC | 46 | $13.0K | 0.00% | +46 | New |
| Colonial Trust Co | 47 | $13.5K | 0.00% | −4−7.8% | Reduced |
| TD Waterhouse Canada Inc. | 47 | $13.5K | 0.00% | −5−9.6% | Reduced |
| First United Bank Trust | 50 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 51 | $14.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $14.9K | 0.01% | −28−35.0% | Reduced |
| Centerpoint Advisors, LLC | 53 | $15.0K | 0.00% | +12+29.3% | Added |
| Cullen/Frost Bankers, Inc. | 53 | $15.2K | 0.00% | −35−39.8% | Reduced |
| Umb Bank N A | 58 | $16.6K | 0.00% | +6+11.5% | Added |
| Alpine Bank Wealth Management | 58 | $16.6K | 0.00% | +9+18.4% | Added |
| Ogorek Anthony Joseph | 65 | $18.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $18.0K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 62 | $18.0K | 0.02% | +62 | New |
| Rosenberg Matthew Hamilton | 64 | $18.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 65 | $18.6K | 0.01% | −526−89.0% | Reduced |
| Motco | 67 | $19.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 68 | $19.5K | 0.00% | +2+3.0% | Added |
| Plante Moran Financial Advisors, LLC | 70 | $20.1K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 74 | $21.2K | 0.00% | +74 | New |
| Hartford Financial Management Inc. | 75 | $21.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 78 | $22.4K | 0.00% | +78 | New |
| DT Investment Partners, LLC | 80 | $22.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 88 | $25.2K | 0.00% | +88 | New |
| Bogart Wealth, LLC | 90 | $25.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $26.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 91 | $26.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 93 | $26.6K | 0.02% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 95 | $27.2K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 98 | $28.1K | 0.02% | +98 | New |
| Private Wealth Asset Management, LLC | 101 | $28.9K | 0.00% | +22+27.8% | Added |
| Sentry Investment Management LLC | 104 | $29.0K | 0.02% | −7−6.3% | Reduced |
| Onefund, LLC | 102 | $29.2K | 0.02% | +1+1.0% | Added |
| Central Trust Co | 103 | $29.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 104 | $29.8K | 0.00% | +102+5,100.0% | Added |
| Massmutual Trust Co FSB | 105 | $30.1K | 0.00% | +1+1.0% | Added |
| Trust Co | 108 | $30.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 109 | $31.8K | 0.00% | −3−2.7% | Reduced |
| Allworth Financial LP | 113 | $32.4K | 0.00% | −18−13.7% | Reduced |
| CVA Family Office, LLC | 115 | $32.9K | 0.00% | −6−5.0% | Reduced |
| Covestor Ltd | 112 | $33.0K | 0.02% | +39+53.4% | Added |
| Bank of Jackson Hole Trust | 121 | $34.7K | 0.02% | +24+24.7% | Added |
| Assetmark, Inc | 137 | $39.3K | 0.00% | +32+30.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 139 | $39.8K | 0.01% | +89+178.0% | Added |
| Lummis Asset Management, LP | 140 | $40.1K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $43.0K | 0.03% | −2−1.3% | Reduced |
| Hilltop National Bank | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 152 | $43.6K | 0.01% | +6+4.1% | Added |
| Private Trust Co NA | 157 | $45.0K | 0.00% | −38−19.5% | Reduced |
| EverSource Wealth Advisors, LLC | 158 | $45.3K | 0.00% | +20+14.5% | Added |
| Federated Hermes, Inc. | 162 | $46.4K | 0.00% | −3−1.8% | Reduced |
| Atlantic Union Bankshares Corp | 162 | $46.4K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 170 | $48.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 172 | $49.3K | 0.00% | −240−58.3% | Reduced |
| Clean Yield Group | 177 | $50.7K | 0.01% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 180 | $51.6K | 0.02% | +180 | New |
| JFS Wealth Advisors, LLC | 184 | $52.7K | 0.00% | +1+0.5% | Added |
| Swedbank AB | 185 | $53.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 210 | $59.0K | 0.00% | +2+1.0% | Added |
| ORG Partners LLC | 216 | $61.8K | 0.01% | +11+5.4% | Added |
| Addison Advisors LLC | 225 | $64.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 227 | $65.0K | 0.00% | −5−2.2% | Reduced |
| Capital Advisors, Ltd. LLC | 237 | $68.0K | 0.01% | −27−10.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 243 | $69.6K | 0.05% | +204+523.1% | Added |
| Ronald Blue Trust, Inc. | 257 | $73.6K | 0.00% | +12+4.9% | Added |
| Compagnie Lombard Odier SCmA | 260 | $74.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 264 | $75.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 275 | $78.8K | 0.01% | +272+9,066.7% | Added |
| Measured Wealth Private Client Group, LLC | 276 | $79.1K | 0.02% | +276 | New |
| Mather Group, LLC. | 283 | $80.9K | 0.00% | +283 | New |
| Parallel Advisors, LLC | 286 | $82.2K | 0.00% | −29−9.2% | Reduced |
| ORG Wealth Partners, LLC | 301 | $86.2K | 0.02% | +170+129.8% | Added |
| Globeflex Capital L P | 309 | $88.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 312 | $89.4K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 322 | $92.3K | 0.00% | +31+10.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 337 | $96.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 346 | $99.1K | 0.01% | −4−1.1% | Reduced |
| Caldwell Trust Co | 357 | $102.3K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 367 | $105.3K | 0.02% | −260−41.5% | Reduced |
| FIL Ltd | 369 | $105.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 369 | $106.0K | 0.00% | −1,073−74.4% | Reduced |
| Curio Wealth, LLC | 391 | $112.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 395 | $113.2K | 0.00% | +38+10.6% | Added |
| Hantz Financial Services, Inc. | 407 | $117.0K | 0.00% | +88+27.6% | Added |
| State of Wyoming | 417 | $119.5K | 0.01% | +18+4.5% | Added |
| Global Retirement Partners, LLC | 419 | $120.1K | 0.00% | −4−0.9% | Reduced |
| Estabrook Capital Management | 425 | $121.8K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 443 | $126.0K | 0.00% | +322+266.1% | Added |
| Walleye Capital LLC | 446 | $127.8K | 0.00% | +446 | New |
| Delta Asset Management LLC | 450 | $128.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 466 | $133.5K | 0.00% | +146+45.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 493 | $141.2K | 0.28% | −5,386−91.6% | Reduced |
| Leonteq Securities AG | 499 | $143.0K | 0.01% | +498+49,800.0% | Added |
| ISAM Funds (UK) Ltd | 541 | $155.0K | 0.03% | −3,542−86.7% | Reduced |
| Zions Bancorporation, National Association | 557 | $159.6K | 0.01% | +504+950.9% | Added |
| Farther Finance Advisors, LLC | 562 | $161.0K | 0.00% | +13+2.4% | Added |
| AdvisorNet Financial, Inc | 568 | $162.7K | 0.01% | −1−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 612 | $175.3K | 0.01% | −8−1.3% | Reduced |