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, Q4 2025
Institutional positions in Factset Research Systems Inc as of Dec 31, 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
- 798
- +41 vs. Q3 2025
- Shares held
- 36.4M
- −455.9K (−1.2%) vs. Q3 2025
- Total value
- $10.6B
- +$6.55M (+0.1%) vs. Q3 2025
- New holders
- 169
- 253 more added
- Sold out
- 128
- 280 more reduced
18 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,455,010 | $1.29B | 0.02% | −477,372−9.7% | Reduced |
| BlackRock, Inc. | 3,031,884 | $879.8M | 0.01% | −371,069−10.9% | Reduced |
| Bamco Inc | 2,888,845 | $838.3M | 2.27% | +1,069,786+58.8% | Added |
| State Street Corp | 1,900,894 | $551.6M | 0.02% | −60,337−3.1% | Reduced |
| Loomis Sayles & Co L P | 1,495,160 | $433.9M | 0.52% | −37,532−2.4% | Reduced |
| Ninety One UK Ltd | 1,194,976 | $346.8M | 0.74% | −11,914−1.0% | Reduced |
| Wells Fargo & Company | 1,192,872 | $346.2M | 0.07% | −140,991−10.6% | Reduced |
| Morgan Stanley | 1,120,740 | $325.2M | 0.02% | −1,048,487−48.3% | Reduced |
| Geode Capital Management, LLC | 1,058,434 | $306.6M | 0.02% | −45,419−4.1% | Reduced |
| Citadel Advisors LLC | 868,466 | $252.0M | 0.17% | +354,438+69.0% | Added |
| Invesco Ltd. | 716,486 | $207.9M | 0.02% | −77,346−9.7% | Reduced |
| AQR Capital Management LLC | 705,062 | $204.6M | 0.11% | +689,891+4,547.4% | Added |
| Bank of America Corp | 630,693 | $183.0M | 0.01% | +57,937+10.1% | Added |
| Bank of Montreal | 597,723 | $173.5M | 0.07% | +566,975+1,843.9% | Added |
| Marshall Wace, LLP | 581,409 | $168.7M | 0.16% | +482,980+490.7% | Added |
| ProShare Advisors LLC | 559,500 | $162.4M | 0.29% | +150,448+36.8% | Added |
| Norges Bank | 522,045 | $151.5M | 0.02% | +522,045 | New |
| Goldman Sachs Group Inc | 455,480 | $132.2M | 0.02% | +186,774+69.5% | Added |
| Charles Schwab Investment Management Inc | 424,355 | $123.1M | 0.02% | +14,137+3.4% | Added |
| StonePine Asset Management Inc. | 412,864 | $119.8M | 0.74% | −6,620−1.6% | Reduced |
| Dimensional Fund Advisors LP | 364,599 | $105.8M | 0.02% | +70,359+23.9% | Added |
| Champlain Investment Partners, LLC | 343,281 | $99.6M | 1.01% | +46,266+15.6% | Added |
| Northern Trust Corp | 322,408 | $93.6M | 0.01% | −79,678−19.8% | Reduced |
| Bank of New York Mellon Corp | 318,219 | $92.3M | 0.02% | +57,905+22.2% | Added |
| Boston Trust Walden Corp | 280,259 | $81.3M | 0.61% | −10,064−3.5% | Reduced |
| Fiera Capital Corp | 271,525 | $78.8M | 0.25% | −8,662−3.1% | Reduced |
| Two Sigma Investments, LP | 240,278 | $69.7M | 0.10% | −39,490−14.1% | Reduced |
| Shapiro Capital Management LLC | 237,867 | $69.0M | 3.65% | +237,867 | New |
| First Trust Advisors LP | 221,011 | $64.1M | 0.05% | +60,565+37.7% | Added |
| UBS Group AG | 190,655 | $55.3M | 0.01% | −21,106−10.0% | Reduced |
| McDonald Capital Investors Inc | 185,744 | $53.9M | 3.31% | +86,891+87.9% | Added |
| CBOE Vest Financial, LLC | 170,147 | $49.4M | 0.63% | +40,047+30.8% | Added |
| Arrowstreet Capital, Limited Partnership | 169,102 | $49.1M | 0.03% | +147,329+676.7% | Added |
| Legal & General Group Plc | 165,386 | $48.0M | 0.01% | −124,434−42.9% | Reduced |
| Gotham Asset Management, LLC | 163,482 | $47.4M | 0.17% | +139,574+583.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 163,187 | $47.4M | 0.12% | +154,993+1,891.5% | Added |
| Jane Street Group, LLC | 160,807 | $46.7M | 0.06% | +86,513+116.4% | Added |
| Royal London Asset Management Ltd | 159,340 | $46.2M | 0.10% | +10,656+7.2% | Added |
| Barclays PLC | 152,253 | $44.2M | 0.02% | −120,282−44.1% | Reduced |
| Deutsche Bank AG | 146,549 | $42.5M | 0.01% | −32,845−18.3% | Reduced |
| Everett Harris & Co | 145,384 | $42.2M | 0.51% | +1,155+0.8% | Added |
| Manufacturers Life Insurance Company, The | 137,860 | $40.0M | 0.03% | +114,772+497.1% | Added |
| UBS Asset Management Americas Inc | 137,652 | $39.9M | 0.01% | −143,100−51.0% | Reduced |
| American Capital Management Inc | 134,951 | $39.2M | 1.73% | −20,353−13.1% | Reduced |
| JPMorgan Chase & Co | 133,543 | $38.8M | 0.00% | −3,865−2.8% | Reduced |
| Nomura Asset Management Co Ltd | 126,411 | $36.7M | 0.09% | +22,191+21.3% | Added |
| Ariel Investments, LLC | 125,439 | $36.4M | 0.39% | +125,439 | New |
| Millennium Management LLC | 124,386 | $36.1M | 0.03% | −7,380−5.6% | Reduced |
| Raymond James Financial Inc | 123,811 | $35.9M | 0.01% | −19,387−13.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 121,873 | $35.4M | 0.28% | +5,153+4.4% | Added |
| Alliancebernstein L.P. | 112,867 | $32.8M | 0.01% | +74,215+192.0% | Added |
| Royal Bank of Canada | 111,033 | $32.2M | 0.01% | +7,736+7.5% | Added |
| Nuveen, LLC | 110,104 | $32.0M | 0.01% | +10,908+11.0% | Added |
| Regents of the University of California | 103,764 | $30.1M | 1.07% | +103,764 | New |
| Amundi | 95,857 | $27.8M | 0.01% | −25,657−21.1% | Reduced |
| Capital Fund Management S.A. | 91,079 | $26.4M | 0.25% | +51,581+130.6% | Added |
| Sone Capital Management, LLC | 90,740 | $26.3M | 2.14% | −4,382−4.6% | Reduced |
| Ninety One North America, Inc. | 86,179 | $25.0M | 1.01% | +1,493+1.8% | Added |
| California Public Employees Retirement System | 84,405 | $24.5M | 0.01% | −37,814−30.9% | Reduced |
| Interval Partners, LP | 82,680 | $24.0M | 0.56% | +55,465+203.8% | Added |
| Copeland Capital Management, LLC | 82,277 | $23.9M | 0.53% | +9,908+13.7% | Added |
| Natixis Advisors, L.P. | 81,644 | $23.7M | 0.03% | −4,337−5.0% | Reduced |
| Rhumbline Advisers | 80,394 | $23.3M | 0.02% | −4,873−5.7% | Reduced |
| Two Sigma Advisers, LP | 79,582 | $23.1M | 0.04% | +57,482+260.1% | Added |
| Heron Bay Capital Management | 78,915 | $22.9M | 4.37% | +23,556+42.6% | Added |
| BNP Paribas Arbitrage, SA | 77,381 | $22.5M | 0.01% | −129,330−62.6% | Reduced |
| SEI Investments Co | 76,399 | $22.2M | 0.02% | −42,856−35.9% | Reduced |
| Swiss National Bank | 74,520 | $21.6M | 0.01% | +74,520 | New |
| Voloridge Investment Management, LLC | 73,114 | $21.2M | 0.07% | −116,601−61.5% | Reduced |
| FMR LLC | 72,844 | $21.1M | 0.00% | +37,179+104.2% | Added |
| HSBC Holdings PLC | 68,785 | $20.0M | 0.01% | −160,515−70.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 67,589 | $19.6M | 0.10% | +66,638+7,007.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 59,589 | $17.3M | 0.03% | −13,243−18.2% | Reduced |
| Envestnet Asset Management Inc | 59,460 | $17.3M | 0.01% | −30,902−34.2% | Reduced |
| HRT Financial LP | 58,075 | $16.9M | 0.05% | +58,075 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,425 | $16.6M | 0.01% | −797,614−93.2% | Reduced |
| Price T Rowe Associates Inc | 55,632 | $16.1M | 0.00% | −654−1.2% | Reduced |
| LPL Financial LLC | 55,256 | $16.0M | 0.00% | −31,197−36.1% | Reduced |
| Ameriprise Financial Inc | 55,120 | $16.0M | 0.00% | −48,331−46.7% | Reduced |
| Earnest Partners LLC | 51,598 | $15.0M | 0.06% | −7,397−12.5% | Reduced |
| Saybrook Capital | 51,407 | $14.9M | 3.71% | −3,074−5.6% | Reduced |
| Ieq Capital, LLC | 50,802 | $14.7M | 0.04% | +50,802 | New |
| Distillate Capital Partners LLC | 50,280 | $14.6M | 0.75% | +491+1.0% | Added |
| Susquehanna International Group, LLP | 45,136 | $13.1M | 0.02% | −6,071−11.9% | Reduced |
| Balyasny Asset Management LLC | 44,712 | $13.0M | 0.02% | +44,712 | New |
| Stifel Financial Corp | 43,938 | $12.8M | 0.01% | +2,778+6.7% | Added |
| Man Group plc | 43,790 | $12.7M | 0.02% | +17,964+69.6% | Added |
| Running Oak Capital LLC | 43,414 | $12.6M | 1.58% | +2,079+5.0% | Added |
| Principal Financial Group Inc | 43,072 | $12.5M | 0.01% | −2,644−5.8% | Reduced |
| Investment House LLC | 42,393 | $12.3M | 0.58% | +32,092+311.5% | Added |
| Van Eck Associates Corp | 41,622 | $12.1M | 0.01% | +26,697+178.9% | Added |
| State of Michigan Retirement System | 39,235 | $11.4M | 0.06% | −1,000−2.5% | Reduced |
| Squarepoint Ops LLC | 38,115 | $11.1M | 0.02% | −90,226−70.3% | Reduced |
| Mariner, LLC | 37,800 | $11.0M | 0.01% | +25,757+213.9% | Added |
| Quantinno Capital Management LP | 35,893 | $10.4M | 0.02% | +22,440+166.8% | Added |
| California State Teachers Retirement System | 35,768 | $10.4M | 0.01% | −22,491−38.6% | Reduced |
| New York State Teachers Retirement System | 34,410 | $9.98M | 0.02% | +1,016+3.0% | Added |
| Taproot Management LP | 34,144 | $9.91M | 1.61% | +34,144 | New |
| Rockefeller Capital Management L.P. | 33,094 | $9.60M | 0.02% | +28,872+683.8% | Added |
| State Board of Administration of Florida Retirement System | 32,480 | $9.43M | 0.02% | −2,303−6.6% | Reduced |