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 |
|---|---|---|---|---|---|
| Mariner, LLC | 12,043 | $3.45M | 0.00% | −2,124−15.0% | Reduced |
| State of New Jersey Common Pension Fund D | 12,158 | $3.48M | 0.01% | +219+1.8% | Added |
| Heartland Advisors Inc | 12,210 | $3.50M | 0.18% | −777−6.0% | Reduced |
| IMC-Chicago, LLC | 12,266 | $3.51M | 0.06% | +12,266 | New |
| Rafferty Asset Management, LLC | 12,578 | $3.60M | 0.01% | −38−0.3% | Reduced |
| Mediolanum International Funds Ltd | 12,478 | $3.63M | 0.04% | +972+8.4% | Added |
| Jain Global LLC | 12,821 | $3.67M | 0.05% | +10,571+469.8% | Added |
| KLP Kapitalforvaltning AS | 12,900 | $3.70M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 13,141 | $3.76M | 0.04% | −2,610−16.6% | Reduced |
| Handelsbanken Fonder AB | 13,251 | $3.80M | 0.01% | +3,600+37.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,382 | $3.83M | 0.01% | +1,187+9.7% | Added |
| Quantinno Capital Management LP | 13,453 | $3.85M | 0.01% | +8,230+157.6% | Added |
| Alberta Investment Management Corp | 13,500 | $3.87M | 0.03% | +13,500 | New |
| Public Employees Retirement System of Ohio | 13,851 | $3.97M | 0.01% | −388−2.7% | Reduced |
| Wolverine Trading, LLC | 13,710 | $3.99M | 0.08% | +13,710 | New |
| Mn Services Vermogensbeheer B.V. | 14,000 | $4.01M | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 14,050 | $4.03M | 0.04% | +2,195+18.5% | Added |
| State of Alaska, Department of Revenue | 14,564 | $4.17M | 0.04% | −126−0.9% | Reduced |
| AdvisorShares Investments LLC | 14,670 | $4.20M | 0.69% | −189−1.3% | Reduced |
| JGP Wealth Management, LLC | 14,964 | $4.22M | 0.47% | −3,494−18.9% | Reduced |
| Ensign Peak Advisors, Inc | 14,761 | $4.23M | 0.01% | −1,658−10.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,839 | $4.25M | 0.04% | +2,700+22.2% | Added |
| AXA Investment Managers S.A. | 14,862 | $4.26M | 0.01% | +14,862 | New |
| Van Eck Associates Corp | 14,925 | $4.28M | 0.00% | +7,285+95.4% | Added |
| Gateway Investment Advisers LLC | 15,080 | $4.32M | 0.04% | −140−0.9% | Reduced |
| AQR Capital Management LLC | 15,171 | $4.34M | 0.00% | −3,627−19.3% | Reduced |
| Intech Investment Management LLC | 15,318 | $4.39M | 0.04% | +9,085+145.8% | Added |
| Sanctuary Advisors, LLC | 15,849 | $4.54M | 0.03% | −375−2.3% | Reduced |
| Asset Management One Co.,Ltd. | 15,874 | $4.55M | 0.01% | −116−0.7% | Reduced |
| CIBC Asset Management Inc | 16,368 | $4.69M | 0.01% | +187+1.2% | Added |
| Hendershot Investments Inc. | 16,679 | $4.78M | 0.60% | +1,399+9.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,845 | $4.83M | 0.04% | +2,356+16.3% | Added |
| Greenland Capital Management LP | 16,912 | $4.85M | 0.71% | +16,912 | New |
| Treasurer of the State of North Carolina | 17,069 | $4.89M | 0.02% | −663−3.7% | Reduced |
| National Bank of Canada | 17,326 | $4.96M | 0.01% | −17,902−50.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 17,389 | $5.01M | 0.02% | −49−0.3% | Reduced |
| Victory Capital Management Inc | 17,557 | $5.03M | 0.00% | −4,584−20.7% | Reduced |
| Papp L Roy & Associates | 17,903 | $5.13M | 0.58% | −888−4.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,158 | $5.20M | 0.03% | +8,851+95.1% | Added |
| Toronto Dominion Bank | 18,301 | $5.24M | 0.01% | −1,558−7.8% | Reduced |
| Advisor Group Holdings, Inc. | 16,419 | $5.33M | 0.01% | +6,211+60.8% | Added |
| Voya Investment Management LLC | 18,889 | $5.41M | 0.01% | −3,595−16.0% | Reduced |
| Baird Financial Group, Inc. | 19,092 | $5.47M | 0.01% | −9,325−32.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,644 | $5.63M | 0.02% | +2,211+12.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 19,670 | $5.64M | 0.02% | −748−3.7% | Reduced |
| Yousif Capital Management, LLC | 20,056 | $5.75M | 0.06% | +784+4.1% | Added |
| Forsta Ap-Fonden | 20,100 | $5.76M | 0.03% | +6,800+51.1% | Added |
| Mattern Capital Management, LLC | 20,420 | $5.85M | 0.69% | +545+2.7% | Added |
| Kempen Capital Management N.V. | 20,641 | $5.91M | 0.05% | +1,411+7.3% | Added |
| Willis Investment Counsel | 20,656 | $5.92M | 0.32% | −260−1.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 20,908 | $5.99M | 0.01% | −800−3.7% | Reduced |
| Prudential Financial Inc | 20,926 | $6.00M | 0.01% | −630−2.9% | Reduced |
| Great West Life Assurance Co | 20,946 | $6.08M | 0.01% | +1,369+7.0% | Added |
| Arrowstreet Capital, Limited Partnership | 21,773 | $6.24M | 0.00% | −16,317−42.8% | Reduced |
| Danske Bank A/S | 21,860 | $6.26M | 0.02% | −4,165−16.0% | Reduced |
| Two Sigma Advisers, LP | 22,100 | $6.33M | 0.01% | +22,100 | New |
| Truist Financial Corp | 22,196 | $6.36M | 0.01% | −117−0.5% | Reduced |
| APG Asset Management N.V. | 26,300 | $6.41M | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 22,460 | $6.43M | 0.01% | −2,212−9.0% | Reduced |
| Manufacturers Life Insurance Company, The | 23,088 | $6.61M | 0.01% | +347+1.5% | Added |
| TD Asset Management Inc | 23,334 | $6.68M | 0.01% | +271+1.2% | Added |
| GHP Investment Advisors, Inc. | 23,652 | $6.78M | 0.28% | +464+2.0% | Added |
| Gotham Asset Management, LLC | 23,908 | $6.85M | 0.03% | +9,194+62.5% | Added |
| New York State Common Retirement Fund | 23,927 | $6.85M | 0.01% | −600−2.4% | Reduced |
| Wendell David Associates Inc | 24,001 | $6.88M | 0.68% | −476−1.9% | Reduced |
| Canoe Financial LP | 24,755 | $7.09M | 0.10% | +200+0.8% | Added |
| Man Group plc | 25,826 | $7.40M | 0.01% | +11,210+76.7% | Added |
| Adage Capital Partners GP, L.L.C. | 26,400 | $7.56M | 0.01% | +14,100+114.6% | Added |
| The PNC Financial Services Group, Inc. | 26,515 | $7.60M | 0.00% | −160−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,095 | $7.75M | 0.05% | −1,074−3.8% | Reduced |
| Interval Partners, LP | 27,215 | $7.80M | 0.17% | −6,100−18.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 27,497 | $7.88M | 0.01% | −9,016−24.7% | Reduced |
| Financial Strategies Group, Inc. | 29,934 | $7.92M | 1.51% | +29,934 | New |
| Bath Savings Trust Co | 27,808 | $7.97M | 0.79% | −2,183−7.3% | Reduced |
| Franklin Resources Inc | 29,256 | $8.38M | 0.00% | −321−1.1% | Reduced |
| Aviva PLC | 29,796 | $8.54M | 0.02% | +1,808+6.5% | Added |
| Marks Group Wealth Management, Inc | 30,096 | $8.62M | 0.80% | −3,322−9.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,937 | $8.67M | 0.02% | +5,900+23.6% | Added |
| Bank of Montreal | 30,748 | $8.81M | 0.00% | +436+1.4% | Added |
| Nomura Holdings Inc | 31,913 | $9.14M | 0.04% | +30,784+2,726.7% | Added |
| New York State Teachers Retirement System | 33,394 | $9.57M | 0.02% | +777+2.4% | Added |
| State Board of Administration of Florida Retirement System | 34,783 | $9.96M | 0.02% | −228−0.7% | Reduced |
| Standard Life Aberdeen plc | 34,911 | $9.97M | 0.02% | +316+0.9% | Added |
| Russell Investments Group, Ltd. | 35,306 | $10.1M | 0.01% | +2,956+9.1% | Added |
| FMR LLC | 35,665 | $10.2M | 0.00% | −44,054−55.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 37,530 | $10.8M | 0.02% | +18,186+94.0% | Added |
| Alliancebernstein L.P. | 38,652 | $11.1M | 0.00% | −684−1.7% | Reduced |
| Capital Fund Management S.A. | 39,498 | $11.3M | 0.11% | +26,470+203.2% | Added |
| State of Michigan Retirement System | 40,235 | $11.5M | 0.06% | +6,600+19.6% | Added |
| Freestone Grove Partners LP | 40,361 | $11.6M | 0.09% | +40,361 | New |
| Stifel Financial Corp | 41,160 | $11.8M | 0.01% | −1,162−2.7% | Reduced |
| Running Oak Capital LLC | 41,335 | $11.8M | 1.33% | +5,072+14.0% | Added |
| Janney Montgomery Scott LLC | 42,550 | $12.2M | 0.03% | +41+0.1% | Added |
| Pictet Asset Management Holding SA | 44,988 | $12.9M | 0.01% | +21,471+91.3% | Added |
| Principal Financial Group Inc | 45,716 | $13.1M | 0.01% | −1,992−4.2% | Reduced |
| ExodusPoint Capital Management, LP | 46,850 | $13.4M | 0.19% | +44,283+1,725.1% | Added |
| Distillate Capital Partners LLC | 49,789 | $14.3M | 0.74% | +49,789 | New |
| Susquehanna International Group, LLP | 51,207 | $14.7M | 0.02% | +38,975+318.6% | Added |
| Saybrook Capital | 54,481 | $15.6M | 4.08% | +9,011+19.8% | Added |
| Heron Bay Capital Management | 55,359 | $15.9M | 2.96% | +19,072+52.6% | Added |