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 |
|---|---|---|---|---|---|
| Azzad Asset Management Inc | 3,907 | $1.12M | 0.11% | −4,799−55.1% | Reduced |
| Aurora Investment Managers, LLC. | 3,893 | $1.11M | 0.61% | +13+0.3% | Added |
| We Are One Seven, LLC | 3,834 | $1.10M | 0.03% | −1,991−34.2% | Reduced |
| Greenleaf Trust | 3,826 | $1.10M | 0.01% | −395−9.4% | Reduced |
| Investment Management Corp of Ontario | 3,825 | $1.10M | 0.02% | −192−4.8% | Reduced |
| Public Employees Retirement Association of Colorado | 3,750 | $1.07M | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,716 | $1.06M | 0.01% | −1,259−25.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,612 | $1.03M | 0.01% | +1,198+49.6% | Added |
| Ossiam | 3,600 | $1.03M | 0.01% | +950+35.8% | Added |
| Mizuho Securities USA LLC | 2,754 | $1.03M | 0.02% | +126+4.8% | Added |
| Credit Agricole S A | 3,559 | $1.02M | 0.00% | +3,559 | New |
| Whittier Trust Co | 3,599 | $1.02M | 0.01% | −17,175−82.7% | Reduced |
| Omers Administration Corp | 3,510 | $1.01M | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,468 | $993.0K | 0.03% | +2,752+384.4% | Added |
| Neuberger Berman Group LLC | 3,461 | $991.5K | 0.00% | −1,773−33.9% | Reduced |
| Gen-Wealth Partners Inc | 3,456 | $990.1K | 0.33% | +234+7.3% | Added |
| Taylor Frigon Capital Management LLC | 3,445 | $986.9K | 0.49% | +112+3.4% | Added |
| JustInvest LLC | 3,338 | $956.3K | 0.01% | −447−11.8% | Reduced |
| Eads & Heald Wealth Management | 3,264 | $935.0K | 0.45% | −72−2.2% | Reduced |
| Palisade Asset Management, LLC | 3,255 | $932.5K | 0.09% | +500+18.1% | Added |
| Pacific Point Advisors, LLC | 3,254 | $932.4K | 0.54% | +17+0.5% | Added |
| Lafayette Investments, Inc. | 3,240 | $928.2K | 0.18% | +2,329+255.7% | Added |
| Quest Partners LLC | 3,211 | $919.9K | 0.06% | −10−0.3% | Reduced |
| Metis Global Partners, LLC | 3,193 | $914.8K | 0.02% | +153+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,120 | $894.0K | 0.00% | +12+0.4% | Added |
| MAI Capital Management | 3,111 | $891.2K | 0.01% | +2,238+256.4% | Added |
| Mercer Global Advisors Inc | 3,108 | $890.5K | 0.00% | +652+26.5% | Added |
| Pacer Advisors, Inc. | 3,095 | $886.7K | 0.00% | −3,013−49.3% | Reduced |
| Avanza Fonder AB | 3,084 | $883.5K | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,067 | $879.0K | 0.03% | +3,067 | New |
| DRW Securities, LLC | 2,976 | $854.1K | 0.04% | +2,028+213.9% | Added |
| Spinnaker Trust | 2,922 | $837.1K | 0.05% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,891 | $828.3K | 0.16% | +111+4.0% | Added |
| Teachers Retirement System of the State of Kentucky | 2,892 | $828.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,888 | $827.4K | 0.06% | −8,124−73.8% | Reduced |
| Arkadios Wealth Advisors | 2,883 | $826.1K | 0.02% | +169+6.2% | Added |
| Thrivent Financial for Lutherans | 2,883 | $825.0K | 0.00% | −17,718−86.0% | Reduced |
| Prana Capital Management, LP | 2,870 | $822.2K | 0.03% | +2,870 | New |
| Tredje AP-fonden | 2,853 | $817.4K | 0.01% | −5,876−67.3% | Reduced |
| Dean Investment Associates, LLC | 2,831 | $811.1K | 0.11% | +2,831 | New |
| Candriam Luxembourg S.C.A. | 2,809 | $804.8K | 0.00% | −985−26.0% | Reduced |
| Keeler Thomas Management LLC | 2,801 | $802.3K | 0.33% | +53+1.9% | Added |
| Qsemble Capital Management, LP | 2,762 | $791.3K | 0.08% | +2,762 | New |
| New Age Alpha Advisors, LLC | 2,760 | $790.7K | 0.03% | −26−0.9% | Reduced |
| Logan Capital Management Inc | 2,743 | $785.8K | 0.03% | −514−15.8% | Reduced |
| Venturi Wealth Management, LLC | 2,721 | $779.7K | 0.04% | −695−20.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,708 | $775.8K | 0.01% | +2,534+1,456.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,677 | $767.0K | 0.02% | +2,223+489.6% | Added |
| Sherbrooke Park Advisers LLC | 2,653 | $760.1K | 0.35% | +2,653 | New |
| Integrated Investment Consultants, LLC | 2,652 | $759.8K | 0.13% | −371−12.3% | Reduced |
| Macquarie Group Ltd | 2,644 | $757.5K | 0.00% | −549−17.2% | Reduced |
| Mission Wealth Management, LP | 2,570 | $736.2K | 0.02% | −63−2.4% | Reduced |
| Formidable Asset Management, LLC | 1,637 | $732.4K | 0.12% | −202−11.0% | Reduced |
| Dark Forest Capital Management LP | 2,553 | $731.4K | 0.03% | +2,553 | New |
| Knollwood Investment Advisory, LLC | 2,550 | $730.5K | 0.07% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,548 | $730.0K | 0.19% | +385+17.8% | Added |
| MML Investors Services, LLC | 2,512 | $719.6K | 0.00% | +5+0.2% | Added |
| Portside Wealth Group, LLC | 2,500 | $716.2K | 0.10% | +11+0.4% | Added |
| Amiral Gestion | 2,500 | $716.2K | 0.26% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,495 | $715.5K | 0.01% | −4,220−62.8% | Reduced |
| Henshaw Capital LLC | 2,495 | $714.9K | 0.03% | +8+0.3% | Added |
| Radnor Capital Management, LLC | 2,410 | $690.4K | 0.11% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,372 | $687.1K | 0.00% | +340+16.7% | Added |
| Connable Office Inc | 2,390 | $684.7K | 0.06% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,375 | $680.5K | 0.00% | −57−2.3% | Reduced |
| Schroder Investment Management Group | 2,331 | $677.6K | 0.00% | +426+22.4% | Added |
| Farringdon Capital, Ltd. | 2,358 | $675.5K | 0.17% | +2,358 | New |
| Benjamin Edwards Inc | 2,351 | $673.5K | 0.01% | +207+9.7% | Added |
| J. Safra Sarasin Holding AG | 2,349 | $673.0K | 0.01% | −2,992−56.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,333 | $668.0K | 0.01% | +870+59.5% | Added |
| Institute for Wealth Management, LLC. | 2,328 | $667.0K | 0.07% | +82+3.7% | Added |
| Kestra Private Wealth Services, LLC | 2,291 | $656.4K | 0.01% | +10+0.4% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 2,266 | $649.2K | 0.40% | −74−3.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,259 | $647.1K | 0.01% | −114−4.8% | Reduced |
| Harbor Capital Advisors, Inc. | 2,234 | $640.0K | 0.05% | −2,210−49.7% | Reduced |
| Hartford Investment Management Co | 2,216 | $634.9K | 0.02% | −84−3.7% | Reduced |
| Panagora Asset Management Inc | 2,215 | $634.6K | 0.00% | +879+65.8% | Added |
| Trail Ridge Investment Advisors, LLC | 2,200 | $630.3K | 0.28% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,195 | $628.8K | 0.01% | +461+26.6% | Added |
| Kingsview Wealth Management, LLC | 2,172 | $622.3K | 0.01% | −487−18.3% | Reduced |
| Diversified Trust Co | 2,166 | $620.5K | 0.01% | +214+11.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,155 | $617.4K | 0.26% | +85+4.1% | Added |
| Novem Group | 2,145 | $614.7K | 0.07% | +121+6.0% | Added |
| Blair William & Co | 2,124 | $608.6K | 0.00% | −191−8.3% | Reduced |
| Sage Private Wealth Group, LLC | 2,122 | $608.0K | 0.34% | +767+56.6% | Added |
| Jefferies Financial Group Inc. | 2,034 | $582.7K | 0.01% | +534+35.6% | Added |
| Davenport & Co LLC | 2,030 | $581.6K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,009 | $576.0K | 0.02% | −67−3.2% | Reduced |
| Kinneret Advisory, LLC | 2,001 | $573.3K | 0.05% | −9−0.4% | Reduced |
| Louisiana State Employees Retirement System | 2,000 | $573.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,999 | $572.7K | 0.08% | +15+0.8% | Added |
| Glenmede Investment Management, LP | 1,991 | $570.4K | 0.00% | +503+33.8% | Added |
| Argent Capital Management LLC | 1,955 | $560.1K | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,953 | $559.5K | 0.01% | −27−1.4% | Reduced |
| Oxford Asset Management LLP | 1,951 | $558.9K | 0.18% | +1,951 | New |
| Valmark Advisers, Inc. | 1,950 | $558.7K | 0.01% | −20−1.0% | Reduced |
| Promus Capital, LLC | 1,947 | $557.9K | 0.36% | +45+2.4% | Added |
| Aigen Investment Management, LP | 1,939 | $555.5K | 0.09% | +1,939 | New |
| Catalytic Wealth RIA, LLC | 1,927 | $552.1K | 0.02% | +1,927 | New |
| Milestone Asset Management Group, LLC | 1,921 | $550.3K | 0.35% | +1,921 | New |