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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.

Institutional holdersQ3 2025: 775 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ3 2025: $10.6B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ameritas Advisory Services, LLC0$00.00%−13−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−12−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−12−100.0%Sold out
GFG Capital, LLC0$00.00%−11−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−11−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−12−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−8−100.0%Sold out
Grove Bank & Trust0$00.00%−7−100.0%Sold out
Carolina Wealth Advisors, LLC0$00.00%−7−100.0%Sold out
YANKCOM Partnership0$00.00%−6−100.0%Sold out
Sierra Ocean, LLC0$00.00%−5−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−4−100.0%Sold out
Cromwell Holdings LLC0$00.00%−4−100.0%Sold out
Tobam0$00.00%−3−100.0%Sold out
NewSquare Capital LLC0$00.00%−2−100.0%Sold out
MJT & Associates Financial Advisory Group, Inc.0$00.00%−2−100.0%Sold out
HFM Investment Advisors, LLC0$00.00%−2−100.0%Sold out
Clark Wealth Partners0$00.00%−2−100.0%Sold out
Quaker Wealth Management, LLC0$00.00%−1−100.0%Sold out
Stephens Consulting, LLC0$00.00%−1−100.0%Sold out
True Wealth Design, LLC0$00.00%−1−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−1−100.0%Sold out
Rialto Wealth Management, LLC0$00.00%−1−100.0%Sold out
Kilter Group LLC0$00.00%−1−100.0%Sold out
Transce3nd, LLC0$00.00%−1−100.0%Sold out
Norges Bank––––Not filed
Congress Wealth Management LLC––––Not filed
CIBC World Markets Corp––––Not filed
J. W. Coons Advisors, LLC––––Not filed
Scott Marsh Financial, LLC––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
Avantax Advisory Services, Inc.––––Not filed
Wealth Group, Ltd.––––Not filed
PrairieView Partners, LLC––––Not filed
First Horizon Advisors, Inc.––––Not filed
Parkworth Wealth Management, Inc.––––Not filed