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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 56,286 | $16.1M | 0.00% | +293+0.5% | Added |
| Citigroup Inc | 57,843 | $16.6M | 0.01% | +11,455+24.7% | Added |
| California State Teachers Retirement System | 58,259 | $16.7M | 0.02% | −2,708−4.4% | Reduced |
| Earnest Partners LLC | 58,995 | $16.9M | 0.07% | −4,517−7.1% | Reduced |
| Tudor Investment Corp Et Al | 62,736 | $18.0M | 0.12% | +62,736 | New |
| Qube Research & Technologies Ltd | 66,543 | $19.1M | 0.03% | +66,543 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 66,576 | $19.1M | 0.26% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 72,369 | $20.7M | 0.43% | +14,268+24.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 72,832 | $20.9M | 0.03% | −11,829−14.0% | Reduced |
| Jane Street Group, LLC | 74,294 | $21.3M | 0.02% | +71,994+3,130.2% | Added |
| HighTower Advisors, LLC | 75,025 | $21.5M | 0.02% | −13,144−14.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 81,075 | $23.2M | 0.56% | +76,322+1,605.8% | Added |
| Ninety One North America, Inc. | 84,686 | $24.3M | 1.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 85,267 | $24.4M | 0.02% | +1,519+1.8% | Added |
| Natixis Advisors, L.P. | 85,981 | $24.6M | 0.04% | −5,671−6.2% | Reduced |
| LPL Financial LLC | 86,453 | $24.8M | 0.01% | +568+0.7% | Added |
| Envestnet Asset Management Inc | 90,362 | $25.9M | 0.01% | −3,295−3.5% | Reduced |
| Sone Capital Management, LLC | 95,122 | $27.3M | 2.28% | +60,700+176.3% | Added |
| Trexquant Investment LP | 97,787 | $28.0M | 0.29% | +97,787 | New |
| Marshall Wace, LLP | 98,429 | $28.2M | 0.03% | +98,429 | New |
| McDonald Capital Investors Inc | 98,853 | $28.3M | 1.76% | +98,853 | New |
| Nuveen, LLC | 99,196 | $28.4M | 0.01% | −19,737−16.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 100,892 | $28.9M | 0.02% | +1,616+1.6% | Added |
| Royal Bank of Canada | 103,297 | $29.6M | 0.01% | +3,078+3.1% | Added |
| Ameriprise Financial Inc | 103,451 | $29.6M | 0.01% | +1,794+1.8% | Added |
| Nomura Asset Management Co Ltd | 104,220 | $29.9M | 0.08% | +6,078+6.2% | Added |
| Assenagon Asset Management S.A. | 107,119 | $30.7M | 0.05% | +105,711+7,507.9% | Added |
| Amundi | 121,514 | $33.4M | 0.01% | −522−0.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $33.4M | 0.27% | 00.0% | Unchanged |
| SEI Investments Co | 119,255 | $34.2M | 0.04% | +7,921+7.1% | Added |
| California Public Employees Retirement System | 122,219 | $35.0M | 0.02% | −18,787−13.3% | Reduced |
| Squarepoint Ops LLC | 128,341 | $36.8M | 0.08% | +121,995+1,922.4% | Added |
| CBOE Vest Financial, LLC | 130,100 | $37.3M | 0.49% | +4,574+3.6% | Added |
| Millennium Management LLC | 131,766 | $37.7M | 0.03% | +98,168+292.2% | Added |
| JPMorgan Chase & Co | 137,408 | $39.4M | 0.00% | −281,332−67.2% | Reduced |
| Raymond James Financial Inc | 143,198 | $41.0M | 0.01% | +4,574+3.3% | Added |
| Everett Harris & Co | 144,229 | $41.3M | 0.51% | −1,753−1.2% | Reduced |
| Tandem Investment Advisors, Inc. | 146,128 | $41.9M | 1.43% | −54,965−27.3% | Reduced |
| Royal London Asset Management Ltd | 148,684 | $42.6M | 0.09% | +18,207+14.0% | Added |
| American Capital Management Inc | 155,304 | $44.5M | 1.77% | −2,519−1.6% | Reduced |
| First Trust Advisors LP | 160,446 | $46.0M | 0.03% | +148,301+1,221.1% | Added |
| Deutsche Bank AG | 179,394 | $51.4M | 0.02% | +22,057+14.0% | Added |
| Voloridge Investment Management, LLC | 189,715 | $54.4M | 0.18% | +124,220+189.7% | Added |
| BNP Paribas Arbitrage, SA | 206,711 | $59.2M | 0.05% | +135,431+190.0% | Added |
| UBS Group AG | 211,761 | $60.7M | 0.01% | +44,639+26.7% | Added |
| HSBC Holdings PLC | 229,300 | $65.6M | 0.04% | +118,517+107.0% | Added |
| Bank of New York Mellon Corp | 260,314 | $74.6M | 0.01% | −534−0.2% | Reduced |
| Goldman Sachs Group Inc | 268,706 | $77.0M | 0.01% | +89,099+49.6% | Added |
| Barclays PLC | 272,535 | $78.1M | 0.03% | +167,424+159.3% | Added |
| Two Sigma Investments, LP | 279,768 | $80.2M | 0.12% | +260,557+1,356.3% | Added |
| Fiera Capital Corp | 280,187 | $80.3M | 0.26% | +14,133+5.3% | Added |
| UBS Asset Management Americas Inc | 280,752 | $80.4M | 0.02% | −77,445−21.6% | Reduced |
| Legal & General Group Plc | 289,820 | $83.0M | 0.02% | −7,824−2.6% | Reduced |
| Boston Trust Walden Corp | 290,323 | $83.2M | 0.61% | −7,189−2.4% | Reduced |
| Dimensional Fund Advisors LP | 294,240 | $84.3M | 0.02% | +8,194+2.9% | Added |
| Champlain Investment Partners, LLC | 297,015 | $85.1M | 0.64% | −647−0.2% | Reduced |
| Nordea Investment Management AB | 354,387 | $100.9M | 0.09% | +7,167+2.1% | Added |
| Northern Trust Corp | 402,086 | $115.2M | 0.01% | −3,698−0.9% | Reduced |
| ProShare Advisors LLC | 409,052 | $117.2M | 0.25% | +25,509+6.7% | Added |
| Charles Schwab Investment Management Inc | 410,218 | $117.5M | 0.02% | +9,807+2.4% | Added |
| StonePine Asset Management Inc. | 419,484 | $120.2M | 0.75% | +39,025+10.3% | Added |
| Citadel Advisors LLC | 514,028 | $147.3M | 0.12% | +273,722+113.9% | Added |
| Bank of America Corp | 572,756 | $164.1M | 0.01% | +43,748+8.3% | Added |
| Invesco Ltd. | 793,832 | $227.4M | 0.04% | +110,686+16.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 856,039 | $245.2M | 0.18% | +26,865+3.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,037,716 | $297.3M | 0.72% | −30,803−2.9% | Reduced |
| Geode Capital Management, LLC | 1,103,853 | $315.1M | 0.02% | −58,403−5.0% | Reduced |
| Ninety One UK Ltd | 1,206,890 | $345.8M | 0.75% | +14,256+1.2% | Added |
| Wells Fargo & Company | 1,333,863 | $382.1M | 0.08% | −39,299−2.9% | Reduced |
| Loomis Sayles & Co L P | 1,532,692 | $439.1M | 0.52% | +24,640+1.6% | Added |
| Bamco Inc | 1,819,059 | $521.1M | 1.38% | −412,857−18.5% | Reduced |
| State Street Corp | 1,961,231 | $561.9M | 0.02% | +23,660+1.2% | Added |
| Morgan Stanley | 2,169,227 | $621.5M | 0.04% | −205,645−8.7% | Reduced |
| BlackRock, Inc. | 3,402,953 | $974.9M | 0.02% | +38,952+1.2% | Added |
| Vanguard Group Inc | 4,932,382 | $1.41B | 0.02% | +107,184+2.2% | Added |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −15,243−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −102,289−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −91,946−100.0% | Sold out |
| Dundas Partners LLP | 0 | $0 | 0.00% | −72,174−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −58,442−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −14,648−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −13,762−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −11,144−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −9,313−100.0% | Sold out |
| Tsai Capital Corp | 0 | $0 | 0.00% | −6,688−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,649−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −6,303−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,306−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,628−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,758−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,621−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |