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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,919 | $549.8K | 0.00% | +296+18.2% | Added |
| FourThought Financial Partners, LLC | 1,902 | $544.9K | 0.05% | +341+21.8% | Added |
| Merit Financial Group, LLC | 1,901 | $544.6K | 0.01% | −12−0.6% | Reduced |
| Maryland State Retirement & Pension System | 1,873 | $536.6K | 0.01% | +95+5.3% | Added |
| Gibbs Wealth Management | 1,861 | $533.2K | 0.12% | −367−16.5% | Reduced |
| SkyView Investment Advisors, LLC | 1,861 | $533.0K | 0.07% | +52+2.9% | Added |
| XTX Topco Ltd | 1,854 | $531.2K | 0.03% | +1,854 | New |
| Texas Yale Capital Corp. | 1,852 | $530.6K | 0.02% | −200−9.7% | Reduced |
| Fifth Third Bancorp | 1,843 | $528.0K | 0.00% | +388+26.7% | Added |
| Mutual Advisors, LLC | 1,830 | $524.9K | 0.01% | +811+79.6% | Added |
| Guardian Wealth Advisors, LLC | 1,804 | $516.8K | 0.29% | +1,305+261.5% | Added |
| Global X Japan Co., Ltd. | 1,792 | $513.4K | 0.04% | +399+28.6% | Added |
| Securian Asset Management, Inc | 1,788 | $512.2K | 0.01% | −300−14.4% | Reduced |
| Numerai GP LLC | 1,780 | $510.0K | 0.07% | +1,780 | New |
| Blueshift Asset Management, LLC | 1,773 | $507.9K | 0.16% | +1,773 | New |
| Penobscot Investment Management Company, Inc. | 1,770 | $507.1K | 0.04% | −1,410−44.3% | Reduced |
| Worldquant Millennium Advisors LLC | 1,770 | $507.1K | 0.00% | +1,770 | New |
| Integrated Wealth Concepts LLC | 1,735 | $497.0K | 0.00% | −232−11.8% | Reduced |
| Ethic Inc. | 1,727 | $494.8K | 0.01% | −878−33.7% | Reduced |
| Element Capital Management LLC | 1,720 | $492.8K | 0.70% | +1,720 | New |
| Harrell Investment Partners, LLC | 1,701 | $487.3K | 0.12% | +48+2.9% | Added |
| New Mexico Educational Retirement Board | 1,700 | $487.0K | 0.02% | −100−5.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,694 | $485.3K | 0.03% | +51+3.1% | Added |
| Crossmark Global Holdings, Inc. | 1,642 | $470.4K | 0.01% | +1,642 | New |
| United Capital Financial Advisers, LLC | 1,609 | $461.0K | 0.00% | +1,609 | New |
| E. Ohman J:or Asset Management AB | 1,604 | $459.5K | 0.01% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 1,585 | $454.1K | 0.33% | +29+1.9% | Added |
| Profit Investment Management, LLC | 1,580 | $452.7K | 0.57% | −769−32.7% | Reduced |
| Ridgewood Investments LLC | 1,561 | $447.2K | 0.19% | +1,561 | New |
| Private Advisor Group, LLC | 1,533 | $439.1K | 0.00% | −566−27.0% | Reduced |
| Colony Group, LLC | 1,589 | $438.4K | 0.00% | −661−29.4% | Reduced |
| Koshinski Asset Management, Inc. | 1,507 | $431.6K | 0.03% | +135+9.8% | Added |
| Anchor Capital Advisors LLC | 1,500 | $429.7K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,499 | $429.4K | 0.00% | −41−2.7% | Reduced |
| Two Sigma Securities, LLC | 1,473 | $422.0K | 0.06% | −2,346−61.4% | Reduced |
| SlateStone Wealth, LLC | 1,465 | $420.0K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,460 | $418.3K | 0.02% | +793+118.9% | Added |
| Pensionmark Financial Group, LLC | 1,455 | $416.8K | 0.01% | −72−4.7% | Reduced |
| Vinva Investment Management Ltd | 1,434 | $416.8K | 0.01% | +1,434 | New |
| Alliance Wealth Advisors, LLC | 1,453 | $416.3K | 0.10% | +178+14.0% | Added |
| CWM, LLC | 1,451 | $416.0K | 0.00% | +192+15.3% | Added |
| Allianz Asset Management GmbH | 1,452 | $416.0K | 0.00% | +88+6.5% | Added |
| Prudential PLC | 1,421 | $407.1K | 0.00% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 1,414 | $405.1K | 0.00% | −8−0.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,405 | $402.5K | 0.11% | −218−13.4% | Reduced |
| Graham Capital Management, L.P. | 1,386 | $397.1K | 0.01% | +1,386 | New |
| CIBC Private Wealth Group, LLC | 1,360 | $389.7K | 0.00% | −110−7.5% | Reduced |
| Allstate Corp | 1,341 | $384.2K | 0.01% | +1,341 | New |
| Snowden Capital Advisors LLC | 1,323 | $379.0K | 0.01% | −35−2.6% | Reduced |
| Summit Financial, LLC | 1,300 | $372.6K | 0.01% | −111−7.9% | Reduced |
| Rathbone Brothers plc | 1,289 | $369.3K | 0.00% | +1,289 | New |
| Dividend Assets Capital, LLC | 1,285 | $368.1K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,282 | $367.1K | 0.01% | −74−5.5% | Reduced |
| Krilogy Financial LLC | 1,400 | $365.6K | 0.01% | +1,400 | New |
| CIBC World Markets Inc. | 1,252 | $358.7K | 0.00% | −80−6.0% | Reduced |
| Capital Investment Services of America, Inc. | 1,250 | $358.1K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 1,230 | $352.4K | 0.04% | −41−3.2% | Reduced |
| KFG Wealth Management, LLC | 1,225 | $351.0K | 0.05% | −57−4.4% | Reduced |
| Lido Advisors, LLC | 1,205 | $345.7K | 0.00% | −77−6.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,205 | $345.2K | 0.00% | −6−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 1,202 | $344.5K | 0.04% | −1−0.1% | Reduced |
| Quantum Private Wealth, LLC | 1,202 | $344.4K | 0.10% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,202 | $344.4K | 0.03% | +7+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 1,196 | $342.6K | 0.01% | +516+75.9% | Added |
| Andina Capital Management, LLC | 1,186 | $339.9K | 0.19% | +221+22.9% | Added |
| Advisory Alpha, LLC | 1,204 | $339.4K | 0.01% | +742+160.6% | Added |
| Alhambra Investment Partners LLC | 1,175 | $336.6K | 0.16% | +305+35.1% | Added |
| D.A. Davidson & Co. | 1,173 | $336.2K | 0.00% | +54+4.8% | Added |
| Tokio Marine Asset Management Co Ltd | 1,170 | $335.2K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,167 | $334.4K | 0.00% | −67−5.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,154 | $330.7K | 0.07% | −19−1.6% | Reduced |
| denkapparat Operations GmbH | 1,148 | $328.9K | 0.21% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,145 | $328.0K | 0.00% | +37+3.3% | Added |
| Coldstream Capital Management Inc | 1,116 | $319.8K | 0.00% | −577−34.1% | Reduced |
| National Pension Service | 1,113 | $318.9K | 0.00% | +510+84.6% | Added |
| Perbak Capital Partners LLP | 1,111 | $318.3K | 0.06% | −6,350−85.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,109 | $317.7K | 0.01% | +15+1.4% | Added |
| Vontobel Holding Ltd. | 1,107 | $317.1K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,104 | $316.3K | 0.03% | −32−2.8% | Reduced |
| NEOS Investment Management LLC | 1,090 | $312.3K | 0.00% | +564+107.2% | Added |
| Park Avenue Securities LLC | 1,073 | $307.0K | 0.00% | −101−8.6% | Reduced |
| Fort Washington Investment Advisors Inc | 1,071 | $306.8K | 0.00% | +399+59.4% | Added |
| Ninety One SA (PTY) Ltd | 1,068 | $306.0K | 0.01% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,065 | $305.1K | 0.09% | −227−17.6% | Reduced |
| Stratos Wealth Partners, LTD. | 1,064 | $305.0K | 0.00% | −40−3.6% | Reduced |
| Pinebridge Investments, L.P. | 1,062 | $304.3K | 0.00% | −3,697−77.7% | Reduced |
| Horizon Investments, LLC | 1,057 | $302.8K | 0.00% | −529−33.4% | Reduced |
| Axxcess Wealth Management, LLC | 1,051 | $301.2K | 0.01% | −855−44.9% | Reduced |
| Blackhawk Capital Partners LLC. | 1,050 | $300.8K | 0.12% | +1,050 | New |
| Whittier Trust Co of Nevada Inc | 1,062 | $299.8K | 0.01% | −10,131−90.5% | Reduced |
| Lindenwold Advisors | 1,046 | $299.7K | 0.14% | +9+0.9% | Added |
| Tower Research Capital LLC (TRC) | 1,043 | $298.8K | 0.01% | −1,219−53.9% | Reduced |
| Wesbanco Bank Inc | 1,036 | $296.8K | 0.01% | +7+0.7% | Added |
| LMCG Investments, LLC | 1,032 | $295.7K | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,021 | $292.5K | 0.01% | −750−42.3% | Reduced |
| Frank, Rimerman Advisors LLC | 1,021 | $292.5K | 0.02% | +1,021 | New |
| MUFG Securities Americas Inc. | 1,020 | $292.2K | 0.02% | +179+21.3% | Added |
| Absher Wealth Management, LLC | 1,016 | $291.1K | 0.03% | +1,016 | New |
| Ballentine Partners, LLC | 1,013 | $290.2K | 0.00% | −45−4.3% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $289.9K | 0.01% | 00.0% | Unchanged |