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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 29,256 | $8.38M | 0.00% | −321−1.1% | Reduced |
| Bath Savings Trust Co | 27,808 | $7.97M | 0.79% | −2,183−7.3% | Reduced |
| Financial Strategies Group, Inc. | 29,934 | $7.92M | 1.51% | +29,934 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 27,497 | $7.88M | 0.01% | −9,016−24.7% | Reduced |
| Interval Partners, LP | 27,215 | $7.80M | 0.17% | −6,100−18.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,095 | $7.75M | 0.05% | −1,074−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 26,515 | $7.60M | 0.00% | −160−0.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 26,400 | $7.56M | 0.01% | +14,100+114.6% | Added |
| Man Group plc | 25,826 | $7.40M | 0.01% | +11,210+76.7% | Added |
| Canoe Financial LP | 24,755 | $7.09M | 0.10% | +200+0.8% | Added |
| Wendell David Associates Inc | 24,001 | $6.88M | 0.68% | −476−1.9% | Reduced |
| New York State Common Retirement Fund | 23,927 | $6.85M | 0.01% | −600−2.4% | Reduced |
| Gotham Asset Management, LLC | 23,908 | $6.85M | 0.03% | +9,194+62.5% | Added |
| GHP Investment Advisors, Inc. | 23,652 | $6.78M | 0.28% | +464+2.0% | Added |
| TD Asset Management Inc | 23,334 | $6.68M | 0.01% | +271+1.2% | Added |
| Manufacturers Life Insurance Company, The | 23,088 | $6.61M | 0.01% | +347+1.5% | Added |
| State of Wisconsin Investment Board | 22,460 | $6.43M | 0.01% | −2,212−9.0% | Reduced |
| APG Asset Management N.V. | 26,300 | $6.41M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 22,196 | $6.36M | 0.01% | −117−0.5% | Reduced |
| Two Sigma Advisers, LP | 22,100 | $6.33M | 0.01% | +22,100 | New |
| Danske Bank A/S | 21,860 | $6.26M | 0.02% | −4,165−16.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,773 | $6.24M | 0.00% | −16,317−42.8% | Reduced |
| Great West Life Assurance Co | 20,946 | $6.08M | 0.01% | +1,369+7.0% | Added |
| Prudential Financial Inc | 20,926 | $6.00M | 0.01% | −630−2.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 20,908 | $5.99M | 0.01% | −800−3.7% | Reduced |
| Willis Investment Counsel | 20,656 | $5.92M | 0.32% | −260−1.2% | Reduced |
| Kempen Capital Management N.V. | 20,641 | $5.91M | 0.05% | +1,411+7.3% | Added |
| Mattern Capital Management, LLC | 20,420 | $5.85M | 0.69% | +545+2.7% | Added |
| Forsta Ap-Fonden | 20,100 | $5.76M | 0.03% | +6,800+51.1% | Added |
| Yousif Capital Management, LLC | 20,056 | $5.75M | 0.06% | +784+4.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 19,670 | $5.64M | 0.02% | −748−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,644 | $5.63M | 0.02% | +2,211+12.7% | Added |
| Baird Financial Group, Inc. | 19,092 | $5.47M | 0.01% | −9,325−32.8% | Reduced |
| Voya Investment Management LLC | 18,889 | $5.41M | 0.01% | −3,595−16.0% | Reduced |
| Advisor Group Holdings, Inc. | 16,419 | $5.33M | 0.01% | +6,211+60.8% | Added |
| Toronto Dominion Bank | 18,301 | $5.24M | 0.01% | −1,558−7.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,158 | $5.20M | 0.03% | +8,851+95.1% | Added |
| Papp L Roy & Associates | 17,903 | $5.13M | 0.58% | −888−4.7% | Reduced |
| Victory Capital Management Inc | 17,557 | $5.03M | 0.00% | −4,584−20.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 17,389 | $5.01M | 0.02% | −49−0.3% | Reduced |
| National Bank of Canada | 17,326 | $4.96M | 0.01% | −17,902−50.8% | Reduced |
| Treasurer of the State of North Carolina | 17,069 | $4.89M | 0.02% | −663−3.7% | Reduced |
| Greenland Capital Management LP | 16,912 | $4.85M | 0.71% | +16,912 | New |
| Police & Firemen's Retirement System of New Jersey | 16,845 | $4.83M | 0.04% | +2,356+16.3% | Added |
| Hendershot Investments Inc. | 16,679 | $4.78M | 0.60% | +1,399+9.2% | Added |
| CIBC Asset Management Inc | 16,368 | $4.69M | 0.01% | +187+1.2% | Added |
| Asset Management One Co.,Ltd. | 15,874 | $4.55M | 0.01% | −116−0.7% | Reduced |
| Sanctuary Advisors, LLC | 15,849 | $4.54M | 0.03% | −375−2.3% | Reduced |
| Intech Investment Management LLC | 15,318 | $4.39M | 0.04% | +9,085+145.8% | Added |
| AQR Capital Management LLC | 15,171 | $4.34M | 0.00% | −3,627−19.3% | Reduced |
| Gateway Investment Advisers LLC | 15,080 | $4.32M | 0.04% | −140−0.9% | Reduced |
| Van Eck Associates Corp | 14,925 | $4.28M | 0.00% | +7,285+95.4% | Added |
| AXA Investment Managers S.A. | 14,862 | $4.26M | 0.01% | +14,862 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,839 | $4.25M | 0.04% | +2,700+22.2% | Added |
| Ensign Peak Advisors, Inc | 14,761 | $4.23M | 0.01% | −1,658−10.1% | Reduced |
| JGP Wealth Management, LLC | 14,964 | $4.22M | 0.47% | −3,494−18.9% | Reduced |
| AdvisorShares Investments LLC | 14,670 | $4.20M | 0.69% | −189−1.3% | Reduced |
| State of Alaska, Department of Revenue | 14,564 | $4.17M | 0.04% | −126−0.9% | Reduced |
| Banco Santander, S.A. | 14,050 | $4.03M | 0.04% | +2,195+18.5% | Added |
| Mn Services Vermogensbeheer B.V. | 14,000 | $4.01M | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,710 | $3.99M | 0.08% | +13,710 | New |
| Public Employees Retirement System of Ohio | 13,851 | $3.97M | 0.01% | −388−2.7% | Reduced |
| Alberta Investment Management Corp | 13,500 | $3.87M | 0.03% | +13,500 | New |
| Quantinno Capital Management LP | 13,453 | $3.85M | 0.01% | +8,230+157.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,382 | $3.83M | 0.01% | +1,187+9.7% | Added |
| Handelsbanken Fonder AB | 13,251 | $3.80M | 0.01% | +3,600+37.3% | Added |
| Atria Investments LLC | 13,141 | $3.76M | 0.04% | −2,610−16.6% | Reduced |
| KLP Kapitalforvaltning AS | 12,900 | $3.70M | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 12,821 | $3.67M | 0.05% | +10,571+469.8% | Added |
| Mediolanum International Funds Ltd | 12,478 | $3.63M | 0.04% | +972+8.4% | Added |
| Rafferty Asset Management, LLC | 12,578 | $3.60M | 0.01% | −38−0.3% | Reduced |
| IMC-Chicago, LLC | 12,266 | $3.51M | 0.06% | +12,266 | New |
| Heartland Advisors Inc | 12,210 | $3.50M | 0.18% | −777−6.0% | Reduced |
| State of New Jersey Common Pension Fund D | 12,158 | $3.48M | 0.01% | +219+1.8% | Added |
| Mariner, LLC | 12,043 | $3.45M | 0.00% | −2,124−15.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 11,999 | $3.44M | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 11,934 | $3.42M | 0.01% | −757−6.0% | Reduced |
| Jensen Investment Management Inc | 11,810 | $3.38M | 0.04% | +1,410+13.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,780 | $3.38M | 0.01% | +642+5.8% | Added |
| Kennedy Capital Management, Inc. | 11,685 | $3.35M | 0.07% | −5,670−32.7% | Reduced |
| Commerce Bank | 11,349 | $3.25M | 0.02% | −37−0.3% | Reduced |
| Arizona State Retirement System | 11,321 | $3.24M | 0.02% | +230+2.1% | Added |
| American Century Companies Inc | 11,190 | $3.21M | 0.00% | +186+1.7% | Added |
| Nisa Investment Advisors, LLC | 11,164 | $3.20M | 0.01% | −12−0.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 11,107 | $3.18M | 0.42% | +833+8.1% | Added |
| Rakuten Investment Management, Inc. | 14,078 | $3.10M | 0.01% | +14,078 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,802 | $3.10M | 0.03% | −32,324−75.0% | Reduced |
| Regions Financial Corp | 10,690 | $3.06M | 0.02% | +48+0.5% | Added |
| Swiss Life Asset Management Ltd | 10,687 | $3.06M | 0.02% | +1,536+16.8% | Added |
| JLB & Associates Inc | 10,683 | $3.06M | 0.40% | −68−0.6% | Reduced |
| Andra AP-fonden | 10,611 | $3.04M | 0.04% | +9,172+637.4% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $3.01M | 0.65% | +10,500 | New |
| State of Tennessee, Treasury Department | 10,359 | $2.97M | 0.01% | −4,616−30.8% | Reduced |
| Investment House LLC | 10,301 | $2.95M | 0.14% | +10,301 | New |
| Stonebridge Financial Group, LLC | 10,123 | $2.90M | 0.26% | +447+4.6% | Added |
| DekaBank Deutsche Girozentrale | 9,755 | $2.84M | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,803 | $2.81M | 0.01% | −3,312−25.3% | Reduced |
| Korea Investment CORP | 9,726 | $2.79M | 0.01% | −1,600−14.1% | Reduced |
| Czech National Bank | 9,603 | $2.75M | 0.02% | +328+3.5% | Added |
| Nuance Investments, LLC | 9,540 | $2.73M | 0.28% | +9,540 | New |