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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 2,234 | $640.0K | 0.05% | −2,210−49.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,259 | $647.1K | 0.01% | −114−4.8% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 2,266 | $649.2K | 0.40% | −74−3.2% | Reduced |
| Kestra Private Wealth Services, LLC | 2,291 | $656.4K | 0.01% | +10+0.4% | Added |
| Institute for Wealth Management, LLC. | 2,328 | $667.0K | 0.07% | +82+3.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,333 | $668.0K | 0.01% | +870+59.5% | Added |
| J. Safra Sarasin Holding AG | 2,349 | $673.0K | 0.01% | −2,992−56.0% | Reduced |
| Benjamin Edwards Inc | 2,351 | $673.5K | 0.01% | +207+9.7% | Added |
| Farringdon Capital, Ltd. | 2,358 | $675.5K | 0.17% | +2,358 | New |
| Schroder Investment Management Group | 2,331 | $677.6K | 0.00% | +426+22.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,375 | $680.5K | 0.00% | −57−2.3% | Reduced |
| Connable Office Inc | 2,390 | $684.7K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,372 | $687.1K | 0.00% | +340+16.7% | Added |
| Radnor Capital Management, LLC | 2,410 | $690.4K | 0.11% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,495 | $714.9K | 0.03% | +8+0.3% | Added |
| Prospera Financial Services Inc | 2,495 | $715.5K | 0.01% | −4,220−62.8% | Reduced |
| Amiral Gestion | 2,500 | $716.2K | 0.26% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,500 | $716.2K | 0.10% | +11+0.4% | Added |
| MML Investors Services, LLC | 2,512 | $719.6K | 0.00% | +5+0.2% | Added |
| D.B. Root & Company, LLC | 2,548 | $730.0K | 0.19% | +385+17.8% | Added |
| Knollwood Investment Advisory, LLC | 2,550 | $730.5K | 0.07% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,553 | $731.4K | 0.03% | +2,553 | New |
| Formidable Asset Management, LLC | 1,637 | $732.4K | 0.12% | −202−11.0% | Reduced |
| Mission Wealth Management, LP | 2,570 | $736.2K | 0.02% | −63−2.4% | Reduced |
| Macquarie Group Ltd | 2,644 | $757.5K | 0.00% | −549−17.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,652 | $759.8K | 0.13% | −371−12.3% | Reduced |
| Sherbrooke Park Advisers LLC | 2,653 | $760.1K | 0.35% | +2,653 | New |
| Robertson Stephens Wealth Management, LLC | 2,677 | $767.0K | 0.02% | +2,223+489.6% | Added |
| SRS Capital Advisors, Inc. | 2,708 | $775.8K | 0.01% | +2,534+1,456.3% | Added |
| Venturi Wealth Management, LLC | 2,721 | $779.7K | 0.04% | −695−20.3% | Reduced |
| Logan Capital Management Inc | 2,743 | $785.8K | 0.03% | −514−15.8% | Reduced |
| New Age Alpha Advisors, LLC | 2,760 | $790.7K | 0.03% | −26−0.9% | Reduced |
| Qsemble Capital Management, LP | 2,762 | $791.3K | 0.08% | +2,762 | New |
| Keeler Thomas Management LLC | 2,801 | $802.3K | 0.33% | +53+1.9% | Added |
| Candriam Luxembourg S.C.A. | 2,809 | $804.8K | 0.00% | −985−26.0% | Reduced |
| Dean Investment Associates, LLC | 2,831 | $811.1K | 0.11% | +2,831 | New |
| Tredje AP-fonden | 2,853 | $817.4K | 0.01% | −5,876−67.3% | Reduced |
| Prana Capital Management, LP | 2,870 | $822.2K | 0.03% | +2,870 | New |
| Thrivent Financial for Lutherans | 2,883 | $825.0K | 0.00% | −17,718−86.0% | Reduced |
| Arkadios Wealth Advisors | 2,883 | $826.1K | 0.02% | +169+6.2% | Added |
| Campbell & CO Investment Adviser LLC | 2,888 | $827.4K | 0.06% | −8,124−73.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,892 | $828.0K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,891 | $828.3K | 0.16% | +111+4.0% | Added |
| Spinnaker Trust | 2,922 | $837.1K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,976 | $854.1K | 0.04% | +2,028+213.9% | Added |
| Morningstar Investment Management LLC | 3,067 | $879.0K | 0.03% | +3,067 | New |
| Avanza Fonder AB | 3,084 | $883.5K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,095 | $886.7K | 0.00% | −3,013−49.3% | Reduced |
| Mercer Global Advisors Inc | 3,108 | $890.5K | 0.00% | +652+26.5% | Added |
| MAI Capital Management | 3,111 | $891.2K | 0.01% | +2,238+256.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,120 | $894.0K | 0.00% | +12+0.4% | Added |
| Metis Global Partners, LLC | 3,193 | $914.8K | 0.02% | +153+5.0% | Added |
| Quest Partners LLC | 3,211 | $919.9K | 0.06% | −10−0.3% | Reduced |
| Lafayette Investments, Inc. | 3,240 | $928.2K | 0.18% | +2,329+255.7% | Added |
| Pacific Point Advisors, LLC | 3,254 | $932.4K | 0.54% | +17+0.5% | Added |
| Palisade Asset Management, LLC | 3,255 | $932.5K | 0.09% | +500+18.1% | Added |
| Eads & Heald Wealth Management | 3,264 | $935.0K | 0.45% | −72−2.2% | Reduced |
| JustInvest LLC | 3,338 | $956.3K | 0.01% | −447−11.8% | Reduced |
| Taylor Frigon Capital Management LLC | 3,445 | $986.9K | 0.49% | +112+3.4% | Added |
| Gen-Wealth Partners Inc | 3,456 | $990.1K | 0.33% | +234+7.3% | Added |
| Neuberger Berman Group LLC | 3,461 | $991.5K | 0.00% | −1,773−33.9% | Reduced |
| Wedbush Securities Inc | 3,468 | $993.0K | 0.03% | +2,752+384.4% | Added |
| Omers Administration Corp | 3,510 | $1.01M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,599 | $1.02M | 0.01% | −17,175−82.7% | Reduced |
| Credit Agricole S A | 3,559 | $1.02M | 0.00% | +3,559 | New |
| Mizuho Securities USA LLC | 2,754 | $1.03M | 0.02% | +126+4.8% | Added |
| Ossiam | 3,600 | $1.03M | 0.01% | +950+35.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,612 | $1.03M | 0.01% | +1,198+49.6% | Added |
| Warren Averett Asset Management, LLC | 3,716 | $1.06M | 0.01% | −1,259−25.3% | Reduced |
| Public Employees Retirement Association of Colorado | 3,750 | $1.07M | 0.00% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 3,825 | $1.10M | 0.02% | −192−4.8% | Reduced |
| Greenleaf Trust | 3,826 | $1.10M | 0.01% | −395−9.4% | Reduced |
| We Are One Seven, LLC | 3,834 | $1.10M | 0.03% | −1,991−34.2% | Reduced |
| Aurora Investment Managers, LLC. | 3,893 | $1.11M | 0.61% | +13+0.3% | Added |
| Azzad Asset Management Inc | 3,907 | $1.12M | 0.11% | −4,799−55.1% | Reduced |
| SummitTX Capital, L.P. | 3,961 | $1.13M | 0.05% | −677−14.6% | Reduced |
| Shell Asset Management Co | 3,997 | $1.15M | 0.11% | −2,357−37.1% | Reduced |
| LWM Advisory Services, LLC | 4,000 | $1.15M | 0.67% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,000 | $1.15M | 0.12% | +4,000 | New |
| Mutual of America Capital Management LLC | 4,099 | $1.17M | 0.01% | −252−5.8% | Reduced |
| Janus Henderson Group PLC | 4,168 | $1.19M | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 4,175 | $1.20M | 0.03% | −237−5.4% | Reduced |
| Sepio Capital, LP | 4,182 | $1.20M | 0.07% | +8+0.2% | Added |
| CI Private Wealth, LLC | 4,187 | $1.20M | 0.00% | +332+8.6% | Added |
| Rockefeller Capital Management L.P. | 4,222 | $1.21M | 0.00% | +4,222 | New |
| Oregon Public Employees Retirement Fund | 4,304 | $1.23M | 0.02% | +1,046+32.1% | Added |
| Cascades Capital Asset Management, LLC | 4,337 | $1.24M | 0.55% | +10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 4,423 | $1.27M | 0.02% | −897−16.9% | Reduced |
| Nicholson Wealth Management Group, LLC | 4,466 | $1.28M | 0.75% | +1,022+29.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,487 | $1.29M | 0.00% | +847+23.3% | Added |
| OP Asset Management Ltd | 4,498 | $1.29M | 0.02% | +452+11.2% | Added |
| Mackenzie Financial Corp | 4,499 | $1.29M | 0.00% | −3,941−46.7% | Reduced |
| Stiles Financial Services Inc | 4,504 | $1.29M | 0.41% | −491−9.8% | Reduced |
| Palumbo Wealth Management LLC | 4,603 | $1.30M | 0.42% | +130+2.9% | Added |
| Ostrum Asset Management | 4,556 | $1.31M | 0.06% | +2,677+142.5% | Added |
| Bank of Nova Scotia | 4,655 | $1.33M | 0.00% | +684+17.2% | Added |
| Sterling Capital Management LLC | 4,699 | $1.35M | 0.02% | −642−12.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,753 | $1.36M | 0.00% | +1,397+41.6% | Added |
| SG Americas Securities, LLC | 4,795 | $1.37M | 0.01% | −2,145−30.9% | Reduced |
| Verition Fund Management LLC | 4,903 | $1.40M | 0.01% | +3,164+181.9% | Added |