Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Factset Research Systems Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of FDS: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders77518798+41
Shares37.0M114.7K36.4M−455.9K (−1.2%)
Value$10.6B$32.9M$10.6B+$6.55M (+0.1%)

18 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (169)

Institutions that held Factset Research Systems Inc at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 169 by value.

Institutions new to FDS in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank522,045$151.5M0.02%
Shapiro Capital Management LLC237,867$69.0M3.65%
Ariel Investments, LLC125,439$36.4M0.39%
Regents of the University of California103,764$30.1M1.07%
Swiss National Bank74,520$21.6M0.01%
HRT Financial LP58,075$16.9M0.05%
Ieq Capital, LLC50,802$14.7M0.04%
Balyasny Asset Management LLC44,712$13.0M0.02%
Taproot Management LP34,144$9.91M1.61%
Point72 Asset Management, L.P.27,942$8.11M0.01%
Algert Global LLC18,530$5.38M0.08%
Winton Group Ltd17,931$5.20M0.18%
Kinsale Capital Group, Inc.17,749$5.15M0.86%
Woodbridge Co Ltd17,617$5.11M0.01%
Quadrature Capital Ltd15,938$4.63M0.05%
Moran Wealth Management, LLC15,363$4.46M0.14%
Monimus Capital Management, LP14,933$4.33M2.86%
Bannerstone Capital Management, LLC13,729$3.98M3.82%
Nutshell Asset Management Ltd13,000$3.77M1.34%
Magnetar Financial LLC10,694$3.10M0.03%
AIMZ Investment Advisors, LLC8,675$2.52M0.72%
Element Squared LLC8,189$2.38M1.29%
united american securities inc. (d/b/a uas asset management)7,500$2.18M0.46%
Regal Investment Advisors LLC7,481$2.17M0.13%
Hendley & Co Inc7,450$2.16M0.77%
Quantbot Technologies LP7,332$2.13M0.07%
Twin Tree Management, LP7,275$2.11M0.22%
Aurora Investment Counsel6,867$1.99M1.05%
Ticino Wealth6,705$1.95M0.72%
Catalyst Funds Management Pty Ltd6,012$1.74M0.40%
Third View Private Wealth, LLC5,641$1.64M0.22%
Argo Wealth Advisory, LLC5,589$1.62M0.97%
Virginia Retirement Systems Et Al5,520$1.60M0.01%
Buckingham Strategic Partners4,919$1.43M0.02%
Marathon Trading Investment Management LLC4,911$1.43M0.17%
PensionDanmark Pensionsforsikringsaktieselskab4,840$1.40M0.01%
Fox Run Management, L.L.C.4,246$1.23M0.19%
Evolve Private Wealth, LLC4,096$1.19M0.07%
Brevan Howard Capital Management LP4,078$1.18M0.02%
CIBC World Markets Corp3,911$1.13M0.01%
Holocene Advisors, LP3,875$1.12M0.00%
Guggenheim Capital LLC3,871$1.12M0.01%
LMR Partners LLP3,781$1.10M0.01%
Journey Retirement Planning & Investment Management LLC3,648$1.06M0.22%
Sivia Capital Partners, LLC3,064$889.1K0.18%
Glenmede Trust Co NA3,008$872.9K0.00%
Tobam2,823$819.0K0.20%
Fieldview Capital Management, LLC2,259$655.5K0.11%
Drucker Wealth 3.0, LLC2,239$649.7K0.11%
Pallas Capital Advisors LLC2,204$639.6K0.02%
RMB Capital Management, LLC2,188$634.9K0.01%
Empirical Asset Management, LLC2,110$612.4K0.17%
Seelaus Asset Management LLC2,010$583.3K0.46%
Caerus Investment Advisors, LLC1,973$572.5K0.19%
Total Wealth Planning & Management, Inc.1,959$568.5K0.45%
Scientech Research LLC1,858$539.2K0.34%
Perigon Wealth Management, LLC1,774$514.8K0.01%
NorthCrest Asset Manangement, LLC1,781$510.0K0.01%
Ahara Advisors LLC1,710$496.1K0.45%
BDFS Capital LLC1,697$492.4K0.25%
Cynosure Management, LLC1,673$485.5K0.05%
Brinker Capital Investments, LLC1,654$480.0K0.00%
Alpha Family Trust1,640$475.9K0.22%
Skopos Labs, Inc.1,605$470.8K0.02%
Chicago Partners Investment Group LLC1,615$463.0K0.01%
AE Wealth Management LLC1,570$455.9K0.00%
Savvy Advisors, Inc.1,491$432.7K0.01%
National Wealth Management Group, LLC1,388$402.8K0.14%
Transcend Wealth Collective, LLC1,317$382.2K0.03%
North Dakota State Investment Board1,306$379.0K0.01%
Waddell & Associates, LLC1,280$371.4K0.03%
V-Square Quantitative Management LLC1,244$361.0K0.04%
Laird Norton Trust Company, LLC1,215$352.6K0.01%
Moore Capital Management, LP1,189$345.0K0.01%
Ofi Invest Asset Management1,185$343.9K0.00%
Vise Technologies, Inc.1,178$341.8K0.01%
Pinnacle Associates Ltd1,150$333.7K0.00%
Kestra Advisory Services, LLC1,103$320.2K0.00%
Midway Capital Research & Management1,047$303.8K0.30%
Winthrop Capital Management, LLC1,043$303.0K0.07%
CSS LLC1,020$296.0K0.02%
Dakota Wealth Management994$288.4K0.01%
Fiduciary Trust Co961$278.9K0.00%
Marex Group plc955$277.1K0.00%
Wincap Financial LLC953$276.6K0.19%
Parcion Private Wealth LLC904$262.3K0.02%
Kera Capital Partners, Inc.1,023$260.2K0.03%
Malaga Cove Capital, LLC894$259.4K0.09%
Aptus Capital Advisors, LLC880$255.4K0.00%
Wedmont Private Capital858$251.4K0.01%
EP Wealth Advisors, LLC824$239.1K0.00%
Valeo Financial Advisors, LLC812$235.6K0.01%
GTS Securities LLC811$235.3K0.01%
Patton Fund Management, Inc.808$234.5K0.03%
Sentinus, LLC797$231.3K0.02%
Angeles Wealth Management, LLC756$219.4K0.01%
Pinnacle Wealth Management Advisory Group, LLC750$217.6K0.01%
Keybank National Association747$216.8K0.00%
Mirabella Financial Services LLP738$214.2K0.02%
Tiaa Trust, National Association737$213.9K0.00%

Sold out (128)

Institutions that held Factset Research Systems Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 128 by value.

Institutions that sold out of FDS in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Nordea Investment Management AB354,387$100.9M
Y-Intercept (Hong Kong) Ltd81,075$23.2M
Freestone Grove Partners LP40,361$11.6M
Caisse de Depot Et Placement du Quebec37,530$10.8M
Forsta Ap-Fonden20,100$5.76M
Greenland Capital Management LP16,912$4.85M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund14,839$4.25M
Mn Services Vermogensbeheer B.V.14,000$4.01M
Jain Global LLC12,821$3.67M
Mediolanum International Funds Ltd12,478$3.63M
IMC-Chicago, LLC12,266$3.51M
Heartland Advisors Inc12,210$3.50M
Lansforsakringar Fondforvaltning AB (publ)11,999$3.44M
Andra AP-fonden10,611$3.04M
Hussman Strategic Advisors, Inc.10,500$3.01M
Stonebridge Financial Group, LLC10,123$2.90M
Kovitz Investment Group Partners, LLC9,089$2.60M
Twinbeech Capital LP8,759$2.51M
Delta Global Management LP8,646$2.48M
Edgestream Partners, L.P.8,068$2.31M
Acadian Asset Management LLC8,022$2.30M
Skandinaviska Enskilda Banken AB (publ)7,808$2.24M
IFM Investors Pty Ltd7,268$2.11M
Bank Julius Baer & Co. Ltd, Zurich6,366$1.82M
Legacy Financial Strategies, LLC5,577$1.60M
Robeco Institutional Asset Management B.V.5,454$1.56M
British Columbia Investment Management Corp5,435$1.56M
Summit Wealth Group LLC5,486$1.55M
PFG Advisors5,173$1.48M
Nissay Asset Management Corp5,169$1.48M
Ostrum Asset Management4,556$1.31M
Palumbo Wealth Management LLC4,603$1.30M
OP Asset Management Ltd4,498$1.29M
Generali Asset Management SPA SGR4,175$1.20M
Abner Herrman & Brock LLC4,000$1.15M
LWM Advisory Services, LLC4,000$1.15M
We Are One Seven, LLC3,834$1.10M
Ossiam3,600$1.03M
Avanza Fonder AB3,084$883.5K
Marshall Financial Group LLC2,891$828.3K
Campbell & CO Investment Adviser LLC2,888$827.4K
Tredje AP-fonden2,853$817.4K
Candriam Luxembourg S.C.A.2,809$804.8K
Sherbrooke Park Advisers LLC2,653$760.1K
Formidable Asset Management, LLC1,637$732.4K
Dark Forest Capital Management LP2,553$731.4K
Schroder Investment Management Group2,331$677.6K
Farringdon Capital, Ltd.2,358$675.5K
J. Safra Sarasin Holding AG2,349$673.0K
Klein Pavlis & Peasley Financial, Inc.2,266$649.2K
Empowered Funds, LLC2,195$628.8K
Novem Group2,145$614.7K
Jefferies Financial Group Inc.2,034$582.7K
Gulf International Bank (UK) Ltd2,009$576.0K
Aigen Investment Management, LP1,939$555.5K
Catalytic Wealth RIA, LLC1,927$552.1K
Gibbs Wealth Management1,861$533.2K
Texas Yale Capital Corp.1,852$530.6K
Blueshift Asset Management, LLC1,773$507.9K
Worldquant Millennium Advisors LLC1,770$507.1K
Element Capital Management LLC1,720$492.8K
E. Ohman J:or Asset Management AB1,604$459.5K
Sound Financial Strategies Group, LLC1,585$454.1K
Koshinski Asset Management, Inc.1,507$431.6K
Two Sigma Securities, LLC1,473$422.0K
Pensionmark Financial Group, LLC1,455$416.8K
Vinva Investment Management Ltd1,434$416.8K
Allianz Asset Management GmbH1,452$416.0K
Prudential PLC1,421$407.1K
ASR Vermogensbeheer N.V.1,414$405.1K
Rathbone Brothers plc1,289$369.3K
Norden Group LLC1,230$352.4K
Fifth Third Wealth Advisors LLC1,196$342.6K
D.A. Davidson & Co.1,173$336.2K
Tokio Marine Asset Management Co Ltd1,170$335.2K
National Pension Service1,113$318.9K
Perbak Capital Partners LLP1,111$318.3K
Park Avenue Securities LLC1,073$307.0K
Impact Capital Partners LLC1,065$305.1K
Blackhawk Capital Partners LLC.1,050$300.8K
Wesbanco Bank Inc1,036$296.8K
Frank, Rimerman Advisors LLC1,021$292.5K
B. Metzler seel. Sohn & Co. AG985$282.2K
McDonald Partners LLC958$275.6K
Security Financial Services, INC.900$257.8K
Atlas Legacy Advisors, LLC855$244.9K
Forum Financial Management, LP845$242.2K
Dock Street Asset Management Inc820$234.9K
S-Bank Fund Management Ltd791$226.6K
Westerkirk Capital Inc.791$226.6K
Main Street Financial Solutions, LLC772$221.2K
Curated Wealth Partners LLC772$221.2K
Diversify Advisory Services, LLC833$220.3K
Strategy Asset Managers LLC753$215.7K
Great Lakes Advisors, LLC710$203.4K
Moneta Group Investment Advisors LLC701$200.8K
Vestcor Inc698$200.0K
State of Wyoming417$119.5K
Curio Wealth, LLC391$112.0K
FIL Ltd369$105.7K

Not filed for Q4 2025 yet (18)

Institutions that held Factset Research Systems Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Aware Super Pty Ltd as trustee of Aware Super66,576$19.1M
AXA Investment Managers S.A.14,862$4.26M
Wolverine Trading, LLC13,710$3.99M
CIBC Bancorp USA Inc.5,216$1.49M
Shell Asset Management Co3,997$1.15M
Glenmede Investment Management, LP1,991$570.4K
Promus Capital, LLC1,947$557.9K
Ridgewood Investments LLC1,561$447.2K
Wetherby Asset Management Inc1,460$418.3K
Pinebridge Investments, L.P.1,062$304.3K
Lindenwold Advisors1,046$299.7K
Fullcircle Wealth LLC773$204.5K
Creekmur Asset Management LLC367$105.3K
Amica Retiree Medical Trust62$18.0K
Hemington Wealth Management32$9.00K
Pineridge Advisors LLC7$2.03K
Binnacle Investments Inc4$1.15K
Texas Capital Bancshares Inc1$286