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 |
|---|---|---|---|---|---|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,773−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,152−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,113−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Apeiron RIA LLC | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Savvy Advisors, Inc. | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Apella Capital, LLC | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Stokes Capital Advisors, LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Moment Partners, LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Bennett Selby Investments LP | 0 | $0 | 0.00% | −623−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Pine Haven Investment Counsel, Inc | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Martin Investment Management, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Physicians Financial Services, Inc. | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Shepherd Financial Partners LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Bouchey Financial Group Ltd | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Citizens & Northern Corp | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Blue Edge Capital, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| M3 Advisory Group, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |