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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,923 | $1.41M | 0.01% | −16−0.3% | Reduced |
| Teacher Retirement System of Texas | 4,953 | $1.42M | 0.01% | −810−14.1% | Reduced |
| KBC Group NV | 4,977 | $1.43M | 0.00% | +24+0.5% | Added |
| Woodline Partners LP | 4,997 | $1.43M | 0.01% | +4,997 | New |
| NewEdge Wealth, LLC | 5,531 | $1.44M | 0.02% | −1,663−23.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,102 | $1.46M | 0.04% | −190−3.6% | Reduced |
| New York Life Investment Management LLC | 5,125 | $1.47M | 0.01% | −27−0.5% | Reduced |
| GWM Advisors LLC | 5,158 | $1.48M | 0.01% | −759−12.8% | Reduced |
| Resources Investment Advisors, LLC. | 5,166 | $1.48M | 0.02% | +273+5.6% | Added |
| Nissay Asset Management Corp | 5,169 | $1.48M | 0.01% | −7−0.1% | Reduced |
| PFG Advisors | 5,173 | $1.48M | 0.06% | −186,827−97.3% | Reduced |
| ICW Investment Advisors LLC | 5,208 | $1.49M | 0.54% | +434+9.1% | Added |
| CIBC Bancorp USA Inc. | 5,216 | $1.49M | 0.01% | +5,216 | New |
| Summit Trail Advisors, LLC | 5,218 | $1.49M | 0.02% | +3,763+258.6% | Added |
| Concurrent Investment Advisors, LLC | 5,335 | $1.53M | 0.03% | −90−1.7% | Reduced |
| Kesler, Norman & Wride, LLC | 3,194 | $1.53M | 0.30% | +236+8.0% | Added |
| Summit Wealth Group LLC | 5,486 | $1.55M | 0.21% | +5,486 | New |
| British Columbia Investment Management Corp | 5,435 | $1.56M | 0.01% | −536−9.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,454 | $1.56M | 0.00% | +1,915+54.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,506 | $1.58M | 0.08% | +540+10.9% | Added |
| Ameritas Investment Partners, Inc. | 5,536 | $1.59M | 0.05% | +1,205+27.8% | Added |
| Illinois Municipal Retirement Fund | 5,549 | $1.59M | 0.02% | −11,755−67.9% | Reduced |
| Cetera Investment Advisers | 5,564 | $1.59M | 0.00% | +1,750+45.9% | Added |
| Legacy Financial Strategies, LLC | 5,577 | $1.60M | 0.29% | +64+1.2% | Added |
| Capital Insight Partners, LLC | 5,742 | $1.65M | 0.27% | −2,119−27.0% | Reduced |
| Kensington Investment Counsel, LLC | 5,766 | $1.65M | 0.67% | −476−7.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,828 | $1.67M | 0.01% | +312+5.7% | Added |
| Cerity Partners LLC | 5,847 | $1.68M | 0.00% | +600+11.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,084 | $1.68M | 0.00% | +321+5.6% | Added |
| Advisory Services Network, LLC | 5,936 | $1.70M | 0.02% | +3,739+170.2% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $1.72M | 0.34% | 00.0% | Unchanged |
| Natixis | 6,051 | $1.73M | 0.01% | +4,404+267.4% | Added |
| Evoke Wealth, LLC | 6,105 | $1.75M | 0.04% | −141−2.3% | Reduced |
| Captrust Financial Advisors | 6,214 | $1.78M | 0.00% | +1,208+24.1% | Added |
| Utah Retirement Systems | 6,217 | $1.78M | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 6,291 | $1.80M | 0.02% | −1,406−18.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,366 | $1.82M | 0.01% | −7,090−52.7% | Reduced |
| Xponance, Inc. | 6,472 | $1.85M | 0.01% | −942−12.7% | Reduced |
| UniSuper Management Pty Ltd | 6,509 | $1.86M | 0.01% | +1,136+21.1% | Added |
| Wealthfront Advisers LLC | 6,596 | $1.89M | 0.00% | +3,634+122.7% | Added |
| Naples Global Advisors, LLC | 6,708 | $1.92M | 0.15% | +2,181+48.2% | Added |
| DnB Asset Management AS | 6,895 | $1.98M | 0.01% | −105−1.5% | Reduced |
| Creative Planning | 6,970 | $2.00M | 0.00% | +3,213+85.5% | Added |
| Daiwa Securities Group Inc. | 7,088 | $2.03M | 0.01% | +222+3.2% | Added |
| Pathstone Holdings, LLC | 7,100 | $2.03M | 0.01% | −2,206−23.7% | Reduced |
| Coastal Bridge Advisors, LLC | 7,296 | $2.09M | 0.16% | −118−1.6% | Reduced |
| IFM Investors Pty Ltd | 7,268 | $2.11M | 0.02% | −8−0.1% | Reduced |
| Bridgewater Associates, LP | 7,436 | $2.13M | 0.01% | +7,436 | New |
| Amalgamated Bank | 7,631 | $2.19M | 0.02% | −261−3.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,808 | $2.24M | 0.01% | −606−7.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,836 | $2.24M | 0.23% | −69−0.9% | Reduced |
| Core Alternative Capital | 7,926 | $2.27M | 0.66% | −2,165−21.5% | Reduced |
| Acadian Asset Management LLC | 8,022 | $2.30M | 0.00% | −925−10.3% | Reduced |
| Retirement Systems of Alabama | 8,066 | $2.31M | 0.01% | −76−0.9% | Reduced |
| Eukles Asset Management | 8,068 | $2.31M | 0.90% | +14+0.2% | Added |
| Edgestream Partners, L.P. | 8,068 | $2.31M | 0.07% | +8,068 | New |
| Public Sector Pension Investment Board | 8,153 | $2.34M | 0.01% | +361+4.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,194 | $2.35M | 0.01% | +8,194 | New |
| Engineers Gate Manager LP | 8,205 | $2.35M | 0.03% | +8,205 | New |
| Callan Family Office, LLC | 8,251 | $2.36M | 0.08% | −459−5.3% | Reduced |
| Toroso Investments, LLC | 8,291 | $2.38M | 0.01% | +6,972+528.6% | Added |
| Birch Capital Management, LLC | 8,429 | $2.41M | 1.23% | −118−1.4% | Reduced |
| Brown Advisory Inc | 8,455 | $2.42M | 0.00% | −43−0.5% | Reduced |
| Storebrand Asset Management AS | 8,535 | $2.45M | 0.01% | +343+4.2% | Added |
| Commonwealth Equity Services, LLC | 8,624 | $2.47M | 0.00% | −444−4.9% | Reduced |
| Delta Global Management LP | 8,646 | $2.48M | 0.18% | +3,244+60.1% | Added |
| O'Shaughnessy Asset Management, LLC | 8,677 | $2.49M | 0.01% | −2,115−19.6% | Reduced |
| Strong Tower Advisory Services | 8,711 | $2.50M | 0.47% | +2,106+31.9% | Added |
| Twinbeech Capital LP | 8,759 | $2.51M | 0.10% | +8,759 | New |
| US Bancorp | 8,783 | $2.52M | 0.00% | −277−3.1% | Reduced |
| Somerset Trust Co | 8,791 | $2.52M | 0.78% | +88+1.0% | Added |
| Entropy Technologies, LP | 8,909 | $2.55M | 0.19% | +8,909 | New |
| Kovitz Investment Group Partners, LLC | 9,089 | $2.60M | 0.01% | −413−4.3% | Reduced |
| M&T Bank Corp | 9,096 | $2.61M | 0.01% | −927−9.2% | Reduced |
| MetLife Investment Management | 9,499 | $2.72M | 0.01% | −285−2.9% | Reduced |
| Nuance Investments, LLC | 9,540 | $2.73M | 0.28% | +9,540 | New |
| Czech National Bank | 9,603 | $2.75M | 0.02% | +328+3.5% | Added |
| Korea Investment CORP | 9,726 | $2.79M | 0.01% | −1,600−14.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,803 | $2.81M | 0.01% | −3,312−25.3% | Reduced |
| DekaBank Deutsche Girozentrale | 9,755 | $2.84M | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 10,123 | $2.90M | 0.26% | +447+4.6% | Added |
| Investment House LLC | 10,301 | $2.95M | 0.14% | +10,301 | New |
| State of Tennessee, Treasury Department | 10,359 | $2.97M | 0.01% | −4,616−30.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $3.01M | 0.65% | +10,500 | New |
| Andra AP-fonden | 10,611 | $3.04M | 0.04% | +9,172+637.4% | Added |
| JLB & Associates Inc | 10,683 | $3.06M | 0.40% | −68−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 10,687 | $3.06M | 0.02% | +1,536+16.8% | Added |
| Regions Financial Corp | 10,690 | $3.06M | 0.02% | +48+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,802 | $3.10M | 0.03% | −32,324−75.0% | Reduced |
| Rakuten Investment Management, Inc. | 14,078 | $3.10M | 0.01% | +14,078 | New |
| Parr McKnight Wealth Management Group, LLC | 11,107 | $3.18M | 0.42% | +833+8.1% | Added |
| Nisa Investment Advisors, LLC | 11,164 | $3.20M | 0.01% | −12−0.1% | Reduced |
| American Century Companies Inc | 11,190 | $3.21M | 0.00% | +186+1.7% | Added |
| Arizona State Retirement System | 11,321 | $3.24M | 0.02% | +230+2.1% | Added |
| Commerce Bank | 11,349 | $3.25M | 0.02% | −37−0.3% | Reduced |
| Kennedy Capital Management, Inc. | 11,685 | $3.35M | 0.07% | −5,670−32.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,780 | $3.38M | 0.01% | +642+5.8% | Added |
| Jensen Investment Management Inc | 11,810 | $3.38M | 0.04% | +1,410+13.6% | Added |
| Comerica Bank | 11,934 | $3.42M | 0.01% | −757−6.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 11,999 | $3.44M | 0.02% | 00.0% | Unchanged |