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 |
|---|---|---|---|---|---|
| Globeflex Capital L P | 309 | $88.5K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 301 | $86.2K | 0.02% | +170+129.8% | Added |
| Parallel Advisors, LLC | 286 | $82.2K | 0.00% | −29−9.2% | Reduced |
| Mather Group, LLC. | 283 | $80.9K | 0.00% | +283 | New |
| Measured Wealth Private Client Group, LLC | 276 | $79.1K | 0.02% | +276 | New |
| SJS Investment Consulting Inc. | 275 | $78.8K | 0.01% | +272+9,066.7% | Added |
| MCF Advisors LLC | 264 | $75.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 260 | $74.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 257 | $73.6K | 0.00% | +12+4.9% | Added |
| Caitong International Asset Management Co., Ltd | 243 | $69.6K | 0.05% | +204+523.1% | Added |
| Capital Advisors, Ltd. LLC | 237 | $68.0K | 0.01% | −27−10.2% | Reduced |
| SBI Securities Co., Ltd. | 227 | $65.0K | 0.00% | −5−2.2% | Reduced |
| Addison Advisors LLC | 225 | $64.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 216 | $61.8K | 0.01% | +11+5.4% | Added |
| Penserra Capital Management LLC | 210 | $59.0K | 0.00% | +2+1.0% | Added |
| Swedbank AB | 185 | $53.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 184 | $52.7K | 0.00% | +1+0.5% | Added |
| Pilgrim Partners Asia Pte Ltd | 180 | $51.6K | 0.02% | +180 | New |
| Clean Yield Group | 177 | $50.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 172 | $49.3K | 0.00% | −240−58.3% | Reduced |
| Coastline Trust Co | 170 | $48.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 162 | $46.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 162 | $46.4K | 0.00% | −3−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 158 | $45.3K | 0.00% | +20+14.5% | Added |
| Private Trust Co NA | 157 | $45.0K | 0.00% | −38−19.5% | Reduced |
| Rossby Financial, LCC | 152 | $43.6K | 0.01% | +6+4.1% | Added |
| Bruce G. Allen Investments, LLC | 150 | $43.0K | 0.03% | −2−1.3% | Reduced |
| Hilltop National Bank | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 140 | $40.1K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 139 | $39.8K | 0.01% | +89+178.0% | Added |
| Assetmark, Inc | 137 | $39.3K | 0.00% | +32+30.5% | Added |
| Bank of Jackson Hole Trust | 121 | $34.7K | 0.02% | +24+24.7% | Added |
| Covestor Ltd | 112 | $33.0K | 0.02% | +39+53.4% | Added |
| CVA Family Office, LLC | 115 | $32.9K | 0.00% | −6−5.0% | Reduced |
| Allworth Financial LP | 113 | $32.4K | 0.00% | −18−13.7% | Reduced |
| Smartleaf Asset Management LLC | 109 | $31.8K | 0.00% | −3−2.7% | Reduced |
| Trust Co | 108 | $30.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 105 | $30.1K | 0.00% | +1+1.0% | Added |
| Bokf, NA | 104 | $29.8K | 0.00% | +102+5,100.0% | Added |
| Central Trust Co | 103 | $29.5K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 102 | $29.2K | 0.02% | +1+1.0% | Added |
| Sentry Investment Management LLC | 104 | $29.0K | 0.02% | −7−6.3% | Reduced |
| Private Wealth Asset Management, LLC | 101 | $28.9K | 0.00% | +22+27.8% | Added |
| Winnow Wealth LLC | 98 | $28.1K | 0.02% | +98 | New |
| Generali Investments, Management Co LLC | 95 | $27.2K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 93 | $26.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $26.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 91 | $26.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $25.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 88 | $25.2K | 0.00% | +88 | New |
| DT Investment Partners, LLC | 80 | $22.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 78 | $22.4K | 0.00% | +78 | New |
| Hartford Financial Management Inc. | 75 | $21.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 74 | $21.2K | 0.00% | +74 | New |
| Plante Moran Financial Advisors, LLC | 70 | $20.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 68 | $19.5K | 0.00% | +2+3.0% | Added |
| Motco | 67 | $19.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 65 | $18.6K | 0.01% | −526−89.0% | Reduced |
| Rosenberg Matthew Hamilton | 64 | $18.2K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $18.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $18.0K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 62 | $18.0K | 0.02% | +62 | New |
| Umb Bank N A | 58 | $16.6K | 0.00% | +6+11.5% | Added |
| Alpine Bank Wealth Management | 58 | $16.6K | 0.00% | +9+18.4% | Added |
| Cullen/Frost Bankers, Inc. | 53 | $15.2K | 0.00% | −35−39.8% | Reduced |
| Centerpoint Advisors, LLC | 53 | $15.0K | 0.00% | +12+29.3% | Added |
| WPG Advisers, LLC | 52 | $14.9K | 0.01% | −28−35.0% | Reduced |
| Cheviot Value Management, LLC | 51 | $14.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 50 | $14.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 47 | $13.5K | 0.00% | −5−9.6% | Reduced |
| Colonial Trust Co | 47 | $13.5K | 0.00% | −4−7.8% | Reduced |
| Salomon & Ludwin, LLC | 46 | $13.0K | 0.00% | +46 | New |
| South State Corp. | 45 | $12.9K | 0.00% | −1−2.2% | Reduced |
| Western Pacific Wealth Management, LP | 42 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $12.0K | 0.00% | +14+51.9% | Added |
| TD Private Client Wealth LLC | 40 | $11.5K | 0.00% | +2+5.3% | Added |
| Caitlin John, LLC | 39 | $11.2K | 0.01% | +39 | New |
| Raiffeisen Bank International AG | 35 | $10.2K | 0.00% | +35 | New |
| Crews Bank & Trust | 35 | $10.0K | 0.00% | −16−31.4% | Reduced |
| McIlrath & Eck, LLC | 33 | $9.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 32 | $9.17K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 32 | $9.00K | 0.00% | −26−44.8% | Reduced |
| Financial Network Wealth Advisors LLC | 31 | $8.89K | 0.01% | +10+47.6% | Added |
| Key Financial Inc | 30 | $8.60K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 30 | $8.60K | 0.00% | +10+50.0% | Added |
| C M Bidwell & Associates Ltd | 29 | $8.31K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 29 | $8.31K | 0.00% | +29 | New |
| Piscataqua Savings Bank | 29 | $8.31K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $8.02K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 27 | $7.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26 | $7.45K | 0.00% | −91−77.8% | Reduced |
| TD Capital Management LLC | 25 | $7.16K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 25 | $7.00K | 0.00% | −182−87.9% | Reduced |
| Darwin Advisors, LLC | 24 | $6.96K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 24 | $6.88K | 0.00% | +24 | New |
| Asset Dedication, LLC | 24 | $6.88K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 24 | $6.88K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 22 | $6.30K | 0.00% | −203−90.2% | Reduced |
| Tortoise Investment Management, LLC | 22 | $6.30K | 0.00% | −3−12.0% | Reduced |
| Archer Investment Corp | 21 | $6.04K | 0.00% | 00.0% | Unchanged |