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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 616 | $176.5K | 0.01% | −494−44.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 620 | $180.2K | 0.01% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 637 | $182.0K | 0.02% | +637 | New |
| Exchange Traded Concepts, LLC | 641 | $183.6K | 0.00% | +269+72.3% | Added |
| Bullock Wealth Management Group | 641 | $183.7K | 0.09% | −1,646−72.0% | Reduced |
| Bryn Mawr Trust Co | 650 | $186.2K | 0.00% | −443−40.5% | Reduced |
| Rowland & Co Investment Counsel | 670 | $191.9K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 680 | $194.8K | 0.01% | +260+61.9% | Added |
| Vestcor Inc | 698 | $200.0K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 699 | $200.4K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 700 | $200.5K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 701 | $200.8K | 0.00% | +11+1.6% | Added |
| Brady Family Wealth, LLC | 706 | $202.3K | 0.06% | +10+1.4% | Added |
| Evergreen Capital Management LLC | 706 | $202.3K | 0.00% | +706 | New |
| Great Lakes Advisors, LLC | 710 | $203.4K | 0.00% | −6−0.8% | Reduced |
| Fullcircle Wealth LLC | 773 | $204.5K | 0.07% | +209+37.1% | Added |
| MUFG Securities EMEA plc | 724 | $207.4K | 0.01% | +612+546.4% | Added |
| Strategy Asset Managers LLC | 753 | $215.7K | 0.04% | −7−0.9% | Reduced |
| Net Worth Advisory Group | 766 | $219.6K | 0.06% | +766 | New |
| Diversify Advisory Services, LLC | 833 | $220.3K | 0.01% | −413−33.1% | Reduced |
| Main Street Financial Solutions, LLC | 772 | $221.2K | 0.01% | −72−8.5% | Reduced |
| Curated Wealth Partners LLC | 772 | $221.2K | 0.03% | +9+1.2% | Added |
| Aureus Asset Management, LLC | 775 | $222.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 776 | $222.3K | 0.01% | −494−38.9% | Reduced |
| Meeder Advisory Services, Inc. | 777 | $222.6K | 0.01% | −212−21.4% | Reduced |
| Bridgefront Capital, LLC | 777 | $222.6K | 0.07% | +777 | New |
| Outlook Wealth Advisors, LLC | 780 | $223.4K | 0.06% | −97−11.1% | Reduced |
| Revisor Wealth Management LLC | 792 | $224.3K | 0.08% | −34−4.1% | Reduced |
| Clear Harbor Asset Management, LLC | 790 | $226.3K | 0.02% | +30+3.9% | Added |
| S-Bank Fund Management Ltd | 791 | $226.6K | 0.03% | −10−1.2% | Reduced |
| Westerkirk Capital Inc. | 791 | $226.6K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 801 | $229.6K | 0.03% | −49−5.8% | Reduced |
| Quadrant Capital Group LLC | 808 | $231.5K | 0.01% | −668−45.3% | Reduced |
| Dock Street Asset Management Inc | 820 | $234.9K | 0.02% | −201−19.7% | Reduced |
| Icon Wealth Advisors, LLC | 829 | $237.4K | 0.02% | +348+72.3% | Added |
| Larson Financial Group LLC | 839 | $240.4K | 0.01% | −27−3.1% | Reduced |
| Natural Investments, LLC | 848 | $242.0K | 0.06% | −2−0.2% | Reduced |
| Forum Financial Management, LP | 845 | $242.2K | 0.00% | +188+28.6% | Added |
| D. E. Shaw & Co., Inc. | 846 | $242.4K | 0.00% | −100−10.6% | Reduced |
| Ci Investments Inc. | 850 | $244.0K | 0.00% | −78−8.4% | Reduced |
| Belpointe Asset Management LLC | 853 | $244.6K | 0.01% | −204−19.3% | Reduced |
| Atlas Legacy Advisors, LLC | 855 | $244.9K | 0.05% | +164+23.7% | Added |
| HB Wealth Management, LLC | 859 | $246.1K | 0.00% | −168−16.4% | Reduced |
| Savant Capital, LLC | 863 | $247.3K | 0.00% | +285+49.3% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $247.5K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LLP | 865 | $247.8K | 0.01% | +865 | New |
| Harbor Investment Advisory, LLC | 868 | $248.7K | 0.02% | +4+0.5% | Added |
| Apollon Wealth Management, LLC | 874 | $250.4K | 0.00% | −116−11.7% | Reduced |
| QSV Equity Investors LLC | 880 | $252.1K | 0.26% | +376+74.6% | Added |
| Security Financial Services, INC. | 900 | $257.8K | 0.04% | +72+8.7% | Added |
| Roberts Glore & Co Inc | 902 | $258.4K | 0.07% | +5+0.6% | Added |
| QRG Capital Management, Inc. | 903 | $258.8K | 0.00% | −644−41.6% | Reduced |
| STRS Ohio | 908 | $260.1K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 917 | $262.6K | 0.01% | 00.0% | Unchanged |
| 111 Capital | 919 | $263.3K | 0.05% | +919 | New |
| Stock Yards Bank & Trust Co | 922 | $264.1K | 0.01% | −56−5.7% | Reduced |
| CoreCap Advisors, LLC | 922 | $264.4K | 0.01% | −711−43.5% | Reduced |
| HighPoint Advisor Group LLC | 929 | $266.3K | 0.01% | +46+5.2% | Added |
| West Bancorporation Inc | 932 | $267.0K | 0.15% | +932 | New |
| Camden Capital, LLC | 938 | $268.9K | 0.02% | +241+34.6% | Added |
| National Philanthropic Trust | 940 | $269.3K | 0.00% | −5−0.5% | Reduced |
| South Dakota Investment Council | 950 | $272.0K | 0.01% | +950 | New |
| Hurlow Wealth Management Group, Inc. | 950 | $272.2K | 0.07% | −38−3.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 951 | $272.5K | 0.00% | −1,697−64.1% | Reduced |
| First Financial Bank - Trust Division | 953 | $273.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 953 | $273.0K | 0.00% | +14+1.5% | Added |
| McDonald Partners LLC | 958 | $275.6K | 0.08% | −1,631−63.0% | Reduced |
| HM Payson & Co | 966 | $276.8K | 0.00% | −150−13.4% | Reduced |
| Applied Finance Capital Management, LLC | 975 | $279.3K | 0.02% | −129−11.7% | Reduced |
| Mattern Wealth Management LLC | 977 | $279.9K | 0.06% | −218−18.2% | Reduced |
| Silver Lake Advisory, LLC | 981 | $281.2K | 0.11% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 985 | $282.2K | 0.00% | −700−41.5% | Reduced |
| Provident Investment Management, Inc. | 989 | $283.3K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 995 | $285.1K | 0.01% | +13+1.3% | Added |
| Ashton Thomas Securities, LLC | 1,003 | $287.3K | 0.04% | −11−1.1% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $289.9K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,013 | $290.2K | 0.00% | −45−4.3% | Reduced |
| Absher Wealth Management, LLC | 1,016 | $291.1K | 0.03% | +1,016 | New |
| MUFG Securities Americas Inc. | 1,020 | $292.2K | 0.02% | +179+21.3% | Added |
| Chicago Capital, LLC | 1,021 | $292.5K | 0.01% | −750−42.3% | Reduced |
| Frank, Rimerman Advisors LLC | 1,021 | $292.5K | 0.02% | +1,021 | New |
| LMCG Investments, LLC | 1,032 | $295.7K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,036 | $296.8K | 0.01% | +7+0.7% | Added |
| Tower Research Capital LLC (TRC) | 1,043 | $298.8K | 0.01% | −1,219−53.9% | Reduced |
| Lindenwold Advisors | 1,046 | $299.7K | 0.14% | +9+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,062 | $299.8K | 0.01% | −10,131−90.5% | Reduced |
| Blackhawk Capital Partners LLC. | 1,050 | $300.8K | 0.12% | +1,050 | New |
| Axxcess Wealth Management, LLC | 1,051 | $301.2K | 0.01% | −855−44.9% | Reduced |
| Horizon Investments, LLC | 1,057 | $302.8K | 0.00% | −529−33.4% | Reduced |
| Pinebridge Investments, L.P. | 1,062 | $304.3K | 0.00% | −3,697−77.7% | Reduced |
| Stratos Wealth Partners, LTD. | 1,064 | $305.0K | 0.00% | −40−3.6% | Reduced |
| Impact Capital Partners LLC | 1,065 | $305.1K | 0.09% | −227−17.6% | Reduced |
| Ninety One SA (PTY) Ltd | 1,068 | $306.0K | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,071 | $306.8K | 0.00% | +399+59.4% | Added |
| Park Avenue Securities LLC | 1,073 | $307.0K | 0.00% | −101−8.6% | Reduced |
| NEOS Investment Management LLC | 1,090 | $312.3K | 0.00% | +564+107.2% | Added |
| Nilsine Partners, LLC | 1,104 | $316.3K | 0.03% | −32−2.8% | Reduced |
| Vontobel Holding Ltd. | 1,107 | $317.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,109 | $317.7K | 0.01% | +15+1.4% | Added |
| Perbak Capital Partners LLP | 1,111 | $318.3K | 0.06% | −6,350−85.1% | Reduced |