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 |
|---|---|---|---|---|---|
| Ashton Thomas Securities, LLC | 1,003 | $287.3K | 0.04% | −11−1.1% | Reduced |
| Empirical Finance, LLC | 995 | $285.1K | 0.01% | +13+1.3% | Added |
| Provident Investment Management, Inc. | 989 | $283.3K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 985 | $282.2K | 0.00% | −700−41.5% | Reduced |
| Silver Lake Advisory, LLC | 981 | $281.2K | 0.11% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 977 | $279.9K | 0.06% | −218−18.2% | Reduced |
| Applied Finance Capital Management, LLC | 975 | $279.3K | 0.02% | −129−11.7% | Reduced |
| HM Payson & Co | 966 | $276.8K | 0.00% | −150−13.4% | Reduced |
| McDonald Partners LLC | 958 | $275.6K | 0.08% | −1,631−63.0% | Reduced |
| First Financial Bank - Trust Division | 953 | $273.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 953 | $273.0K | 0.00% | +14+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 951 | $272.5K | 0.00% | −1,697−64.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 950 | $272.2K | 0.07% | −38−3.8% | Reduced |
| South Dakota Investment Council | 950 | $272.0K | 0.01% | +950 | New |
| National Philanthropic Trust | 940 | $269.3K | 0.00% | −5−0.5% | Reduced |
| Camden Capital, LLC | 938 | $268.9K | 0.02% | +241+34.6% | Added |
| West Bancorporation Inc | 932 | $267.0K | 0.15% | +932 | New |
| HighPoint Advisor Group LLC | 929 | $266.3K | 0.01% | +46+5.2% | Added |
| CoreCap Advisors, LLC | 922 | $264.4K | 0.01% | −711−43.5% | Reduced |
| Stock Yards Bank & Trust Co | 922 | $264.1K | 0.01% | −56−5.7% | Reduced |
| 111 Capital | 919 | $263.3K | 0.05% | +919 | New |
| Daymark Wealth Partners, LLC | 917 | $262.6K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 908 | $260.1K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 903 | $258.8K | 0.00% | −644−41.6% | Reduced |
| Roberts Glore & Co Inc | 902 | $258.4K | 0.07% | +5+0.6% | Added |
| Security Financial Services, INC. | 900 | $257.8K | 0.04% | +72+8.7% | Added |
| QSV Equity Investors LLC | 880 | $252.1K | 0.26% | +376+74.6% | Added |
| Apollon Wealth Management, LLC | 874 | $250.4K | 0.00% | −116−11.7% | Reduced |
| Harbor Investment Advisory, LLC | 868 | $248.7K | 0.02% | +4+0.5% | Added |
| Caxton Associates LLP | 865 | $247.8K | 0.01% | +865 | New |
| Beacon Investment Advisory Services, Inc. | 864 | $247.5K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 863 | $247.3K | 0.00% | +285+49.3% | Added |
| HB Wealth Management, LLC | 859 | $246.1K | 0.00% | −168−16.4% | Reduced |
| Atlas Legacy Advisors, LLC | 855 | $244.9K | 0.05% | +164+23.7% | Added |
| Belpointe Asset Management LLC | 853 | $244.6K | 0.01% | −204−19.3% | Reduced |
| Ci Investments Inc. | 850 | $244.0K | 0.00% | −78−8.4% | Reduced |
| D. E. Shaw & Co., Inc. | 846 | $242.4K | 0.00% | −100−10.6% | Reduced |
| Forum Financial Management, LP | 845 | $242.2K | 0.00% | +188+28.6% | Added |
| Natural Investments, LLC | 848 | $242.0K | 0.06% | −2−0.2% | Reduced |
| Larson Financial Group LLC | 839 | $240.4K | 0.01% | −27−3.1% | Reduced |
| Icon Wealth Advisors, LLC | 829 | $237.4K | 0.02% | +348+72.3% | Added |
| Dock Street Asset Management Inc | 820 | $234.9K | 0.02% | −201−19.7% | Reduced |
| Quadrant Capital Group LLC | 808 | $231.5K | 0.01% | −668−45.3% | Reduced |
| Legacy Financial Advisors, Inc. | 801 | $229.6K | 0.03% | −49−5.8% | Reduced |
| S-Bank Fund Management Ltd | 791 | $226.6K | 0.03% | −10−1.2% | Reduced |
| Westerkirk Capital Inc. | 791 | $226.6K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 790 | $226.3K | 0.02% | +30+3.9% | Added |
| Revisor Wealth Management LLC | 792 | $224.3K | 0.08% | −34−4.1% | Reduced |
| Outlook Wealth Advisors, LLC | 780 | $223.4K | 0.06% | −97−11.1% | Reduced |
| Bridgefront Capital, LLC | 777 | $222.6K | 0.07% | +777 | New |
| Meeder Advisory Services, Inc. | 777 | $222.6K | 0.01% | −212−21.4% | Reduced |
| Burney Co | 776 | $222.3K | 0.01% | −494−38.9% | Reduced |
| Aureus Asset Management, LLC | 775 | $222.0K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 772 | $221.2K | 0.01% | −72−8.5% | Reduced |
| Curated Wealth Partners LLC | 772 | $221.2K | 0.03% | +9+1.2% | Added |
| Diversify Advisory Services, LLC | 833 | $220.3K | 0.01% | −413−33.1% | Reduced |
| Net Worth Advisory Group | 766 | $219.6K | 0.06% | +766 | New |
| Strategy Asset Managers LLC | 753 | $215.7K | 0.04% | −7−0.9% | Reduced |
| MUFG Securities EMEA plc | 724 | $207.4K | 0.01% | +612+546.4% | Added |
| Fullcircle Wealth LLC | 773 | $204.5K | 0.07% | +209+37.1% | Added |
| Great Lakes Advisors, LLC | 710 | $203.4K | 0.00% | −6−0.8% | Reduced |
| Brady Family Wealth, LLC | 706 | $202.3K | 0.06% | +10+1.4% | Added |
| Evergreen Capital Management LLC | 706 | $202.3K | 0.00% | +706 | New |
| Moneta Group Investment Advisors LLC | 701 | $200.8K | 0.00% | +11+1.6% | Added |
| Parsons Capital Management Inc | 700 | $200.5K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 699 | $200.4K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 698 | $200.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 680 | $194.8K | 0.01% | +260+61.9% | Added |
| Rowland & Co Investment Counsel | 670 | $191.9K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 650 | $186.2K | 0.00% | −443−40.5% | Reduced |
| Bullock Wealth Management Group | 641 | $183.7K | 0.09% | −1,646−72.0% | Reduced |
| Exchange Traded Concepts, LLC | 641 | $183.6K | 0.00% | +269+72.3% | Added |
| Amica Mutual Insurance Co | 637 | $182.0K | 0.02% | +637 | New |
| Canada Post Corp Registered Pension Plan | 620 | $180.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 616 | $176.5K | 0.01% | −494−44.5% | Reduced |
| Siemens Fonds Invest GmbH | 612 | $175.3K | 0.01% | −8−1.3% | Reduced |
| AdvisorNet Financial, Inc | 568 | $162.7K | 0.01% | −1−0.2% | Reduced |
| Farther Finance Advisors, LLC | 562 | $161.0K | 0.00% | +13+2.4% | Added |
| Zions Bancorporation, National Association | 557 | $159.6K | 0.01% | +504+950.9% | Added |
| ISAM Funds (UK) Ltd | 541 | $155.0K | 0.03% | −3,542−86.7% | Reduced |
| Leonteq Securities AG | 499 | $143.0K | 0.01% | +498+49,800.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 493 | $141.2K | 0.28% | −5,386−91.6% | Reduced |
| Huntington National Bank | 466 | $133.5K | 0.00% | +146+45.6% | Added |
| Delta Asset Management LLC | 450 | $128.9K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 446 | $127.8K | 0.00% | +446 | New |
| Harel Insurance Investments & Financial Services Ltd. | 443 | $126.0K | 0.00% | +322+266.1% | Added |
| Estabrook Capital Management | 425 | $121.8K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 419 | $120.1K | 0.00% | −4−0.9% | Reduced |
| State of Wyoming | 417 | $119.5K | 0.01% | +18+4.5% | Added |
| Hantz Financial Services, Inc. | 407 | $117.0K | 0.00% | +88+27.6% | Added |
| Signaturefd, LLC | 395 | $113.2K | 0.00% | +38+10.6% | Added |
| Curio Wealth, LLC | 391 | $112.0K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 369 | $106.0K | 0.00% | −1,073−74.4% | Reduced |
| FIL Ltd | 369 | $105.7K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 367 | $105.3K | 0.02% | −260−41.5% | Reduced |
| Caldwell Trust Co | 357 | $102.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 346 | $99.1K | 0.01% | −4−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 337 | $96.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 322 | $92.3K | 0.00% | +31+10.7% | Added |
| Versant Capital Management, Inc | 312 | $89.4K | 0.01% | 00.0% | Unchanged |