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 |
|---|---|---|---|---|---|
| National Pension Service | 1,113 | $318.9K | 0.00% | +510+84.6% | Added |
| Coldstream Capital Management Inc | 1,116 | $319.8K | 0.00% | −577−34.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,145 | $328.0K | 0.00% | +37+3.3% | Added |
| denkapparat Operations GmbH | 1,148 | $328.9K | 0.21% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,154 | $330.7K | 0.07% | −19−1.6% | Reduced |
| Vident Advisory, LLC | 1,167 | $334.4K | 0.00% | −67−5.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,170 | $335.2K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,173 | $336.2K | 0.00% | +54+4.8% | Added |
| Alhambra Investment Partners LLC | 1,175 | $336.6K | 0.16% | +305+35.1% | Added |
| Advisory Alpha, LLC | 1,204 | $339.4K | 0.01% | +742+160.6% | Added |
| Andina Capital Management, LLC | 1,186 | $339.9K | 0.19% | +221+22.9% | Added |
| Fifth Third Wealth Advisors LLC | 1,196 | $342.6K | 0.01% | +516+75.9% | Added |
| Quantum Private Wealth, LLC | 1,202 | $344.4K | 0.10% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,202 | $344.4K | 0.03% | +7+0.6% | Added |
| Mayflower Financial Advisors, LLC | 1,202 | $344.5K | 0.04% | −1−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,205 | $345.2K | 0.00% | −6−0.5% | Reduced |
| Lido Advisors, LLC | 1,205 | $345.7K | 0.00% | −77−6.0% | Reduced |
| KFG Wealth Management, LLC | 1,225 | $351.0K | 0.05% | −57−4.4% | Reduced |
| Norden Group LLC | 1,230 | $352.4K | 0.04% | −41−3.2% | Reduced |
| Capital Investment Services of America, Inc. | 1,250 | $358.1K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,252 | $358.7K | 0.00% | −80−6.0% | Reduced |
| Krilogy Financial LLC | 1,400 | $365.6K | 0.01% | +1,400 | New |
| Independent Advisor Alliance | 1,282 | $367.1K | 0.01% | −74−5.5% | Reduced |
| Dividend Assets Capital, LLC | 1,285 | $368.1K | 0.06% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,289 | $369.3K | 0.00% | +1,289 | New |
| Summit Financial, LLC | 1,300 | $372.6K | 0.01% | −111−7.9% | Reduced |
| Snowden Capital Advisors LLC | 1,323 | $379.0K | 0.01% | −35−2.6% | Reduced |
| Allstate Corp | 1,341 | $384.2K | 0.01% | +1,341 | New |
| CIBC Private Wealth Group, LLC | 1,360 | $389.7K | 0.00% | −110−7.5% | Reduced |
| Graham Capital Management, L.P. | 1,386 | $397.1K | 0.01% | +1,386 | New |
| Cerro Pacific Wealth Advisors LLC | 1,405 | $402.5K | 0.11% | −218−13.4% | Reduced |
| ASR Vermogensbeheer N.V. | 1,414 | $405.1K | 0.00% | −8−0.6% | Reduced |
| Prudential PLC | 1,421 | $407.1K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,452 | $416.0K | 0.00% | +88+6.5% | Added |
| CWM, LLC | 1,451 | $416.0K | 0.00% | +192+15.3% | Added |
| Alliance Wealth Advisors, LLC | 1,453 | $416.3K | 0.10% | +178+14.0% | Added |
| Vinva Investment Management Ltd | 1,434 | $416.8K | 0.01% | +1,434 | New |
| Pensionmark Financial Group, LLC | 1,455 | $416.8K | 0.01% | −72−4.7% | Reduced |
| Wetherby Asset Management Inc | 1,460 | $418.3K | 0.02% | +793+118.9% | Added |
| SlateStone Wealth, LLC | 1,465 | $420.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,473 | $422.0K | 0.06% | −2,346−61.4% | Reduced |
| Oppenheimer Asset Management Inc. | 1,499 | $429.4K | 0.00% | −41−2.7% | Reduced |
| Anchor Capital Advisors LLC | 1,500 | $429.7K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,507 | $431.6K | 0.03% | +135+9.8% | Added |
| Colony Group, LLC | 1,589 | $438.4K | 0.00% | −661−29.4% | Reduced |
| Private Advisor Group, LLC | 1,533 | $439.1K | 0.00% | −566−27.0% | Reduced |
| Ridgewood Investments LLC | 1,561 | $447.2K | 0.19% | +1,561 | New |
| Profit Investment Management, LLC | 1,580 | $452.7K | 0.57% | −769−32.7% | Reduced |
| Sound Financial Strategies Group, LLC | 1,585 | $454.1K | 0.33% | +29+1.9% | Added |
| E. Ohman J:or Asset Management AB | 1,604 | $459.5K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,609 | $461.0K | 0.00% | +1,609 | New |
| Crossmark Global Holdings, Inc. | 1,642 | $470.4K | 0.01% | +1,642 | New |
| Procyon Private Wealth Partners, LLC | 1,694 | $485.3K | 0.03% | +51+3.1% | Added |
| New Mexico Educational Retirement Board | 1,700 | $487.0K | 0.02% | −100−5.6% | Reduced |
| Harrell Investment Partners, LLC | 1,701 | $487.3K | 0.12% | +48+2.9% | Added |
| Element Capital Management LLC | 1,720 | $492.8K | 0.70% | +1,720 | New |
| Ethic Inc. | 1,727 | $494.8K | 0.01% | −878−33.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,735 | $497.0K | 0.00% | −232−11.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,770 | $507.1K | 0.04% | −1,410−44.3% | Reduced |
| Worldquant Millennium Advisors LLC | 1,770 | $507.1K | 0.00% | +1,770 | New |
| Blueshift Asset Management, LLC | 1,773 | $507.9K | 0.16% | +1,773 | New |
| Numerai GP LLC | 1,780 | $510.0K | 0.07% | +1,780 | New |
| Securian Asset Management, Inc | 1,788 | $512.2K | 0.01% | −300−14.4% | Reduced |
| Global X Japan Co., Ltd. | 1,792 | $513.4K | 0.04% | +399+28.6% | Added |
| Guardian Wealth Advisors, LLC | 1,804 | $516.8K | 0.29% | +1,305+261.5% | Added |
| Mutual Advisors, LLC | 1,830 | $524.9K | 0.01% | +811+79.6% | Added |
| Fifth Third Bancorp | 1,843 | $528.0K | 0.00% | +388+26.7% | Added |
| Texas Yale Capital Corp. | 1,852 | $530.6K | 0.02% | −200−9.7% | Reduced |
| XTX Topco Ltd | 1,854 | $531.2K | 0.03% | +1,854 | New |
| SkyView Investment Advisors, LLC | 1,861 | $533.0K | 0.07% | +52+2.9% | Added |
| Gibbs Wealth Management | 1,861 | $533.2K | 0.12% | −367−16.5% | Reduced |
| Maryland State Retirement & Pension System | 1,873 | $536.6K | 0.01% | +95+5.3% | Added |
| Merit Financial Group, LLC | 1,901 | $544.6K | 0.01% | −12−0.6% | Reduced |
| FourThought Financial Partners, LLC | 1,902 | $544.9K | 0.05% | +341+21.8% | Added |
| Sequoia Financial Advisors, LLC | 1,919 | $549.8K | 0.00% | +296+18.2% | Added |
| Milestone Asset Management Group, LLC | 1,921 | $550.3K | 0.35% | +1,921 | New |
| Catalytic Wealth RIA, LLC | 1,927 | $552.1K | 0.02% | +1,927 | New |
| Aigen Investment Management, LP | 1,939 | $555.5K | 0.09% | +1,939 | New |
| Promus Capital, LLC | 1,947 | $557.9K | 0.36% | +45+2.4% | Added |
| Valmark Advisers, Inc. | 1,950 | $558.7K | 0.01% | −20−1.0% | Reduced |
| Oxford Asset Management LLP | 1,951 | $558.9K | 0.18% | +1,951 | New |
| Norinchukin Bank, The | 1,953 | $559.5K | 0.01% | −27−1.4% | Reduced |
| Argent Capital Management LLC | 1,955 | $560.1K | 0.02% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 1,991 | $570.4K | 0.00% | +503+33.8% | Added |
| Manchester Capital Management LLC | 1,999 | $572.7K | 0.08% | +15+0.8% | Added |
| Louisiana State Employees Retirement System | 2,000 | $573.0K | 0.01% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,001 | $573.3K | 0.05% | −9−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 2,009 | $576.0K | 0.02% | −67−3.2% | Reduced |
| Davenport & Co LLC | 2,030 | $581.6K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,034 | $582.7K | 0.01% | +534+35.6% | Added |
| Sage Private Wealth Group, LLC | 2,122 | $608.0K | 0.34% | +767+56.6% | Added |
| Blair William & Co | 2,124 | $608.6K | 0.00% | −191−8.3% | Reduced |
| Novem Group | 2,145 | $614.7K | 0.07% | +121+6.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,155 | $617.4K | 0.26% | +85+4.1% | Added |
| Diversified Trust Co | 2,166 | $620.5K | 0.01% | +214+11.0% | Added |
| Kingsview Wealth Management, LLC | 2,172 | $622.3K | 0.01% | −487−18.3% | Reduced |
| Empowered Funds, LLC | 2,195 | $628.8K | 0.01% | +461+26.6% | Added |
| Trail Ridge Investment Advisors, LLC | 2,200 | $630.3K | 0.28% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,215 | $634.6K | 0.00% | +879+65.8% | Added |
| Hartford Investment Management Co | 2,216 | $634.9K | 0.02% | −84−3.7% | Reduced |