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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.

Institutional holdersQ4 2025: 798 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ4 2025: $10.6B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Penserra Capital Management LLC3$00.00%−207−98.6%Reduced
Y.D. More Investments Ltd27$250.00%−3−10.0%Reduced
Global Wealth Strategies & Associates0$270.00%−6−100.0%Reduced
WestEnd Advisors, LLC1$2900.00%00.0%Unchanged
Ares Financial Consulting, LLC1$2900.00%+1New
DiNuzzo Private Wealth, Inc.1$2910.00%−5−83.3%Reduced
Quaker Wealth Management, LLC1$2910.00%+1New
Dunhill Financial, LLC2$4530.00%+1+100.0%Added
Investors Portfolio Services LLC2$4850.00%+2New
Principia Wealth Advisory, LLC2$5800.00%00.0%Unchanged
North Star Investment Management Corp.2$5800.00%+2New
Marquette Asset Management, LLC2$5810.00%+2New
Breakwater Investment Management2$5810.00%+2New
Transamerica Financial Advisors, Inc.2$7220.00%−9−81.8%Reduced
Bell Investment Advisors, Inc3$8710.00%00.0%Unchanged
Highline Wealth Partners LLC3$8710.00%00.0%Unchanged
NVWM, LLC3$8710.00%+3New
Clayton Financial Group LLC3$8710.00%+3New
Granite FO LLC4$1.16K0.00%00.0%Unchanged
Rialto Wealth Management, LLC4$1.16K0.00%+4New
Three Bearings Fiduciary Advisors, Inc.5$1.27K0.00%+5New
Rakuten Securities, Inc.5$1.45K0.00%−1−16.7%Reduced
Raffa Wealth Management, LLC5$1.45K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.45K0.00%+2+66.7%Added
Bare Financial Services, Inc5$1.45K0.00%+3+150.0%Added
Triumph Capital Management5$1.45K0.00%+5New
Wealth Watch Advisors, INC6$1.74K0.00%−1−14.3%Reduced
Hughes Financial Services, LLC6$1.74K0.00%+2+50.0%Added
Monetary Solutions, Ltd6$1.74K0.00%+6New
Armstrong Advisory Group, Inc6$1.74K0.00%00.0%Unchanged
Burkett Financial Services, LLC6$1.76K0.00%00.0%Unchanged
T. Rowe Price Investment Management, Inc.5$2.00K0.00%−5−50.0%Reduced
Valley National Advisers Inc8$2.00K0.00%+2+33.3%Added
Caitong International Asset Management Co., Ltd7$2.03K0.00%−236−97.1%Reduced
Tucker Asset Management LLC7$2.03K0.00%+7New
Newbridge Financial Services Group, Inc.7$2.08K0.00%00.0%Unchanged
NBC Securities, Inc.8$2.32K0.00%00.0%Unchanged
Howard Hughes Medical Institute8$2.32K0.00%00.0%Unchanged
Crewe Advisors LLC8$2.32K0.00%00.0%Unchanged
Park Place Capital Corp8$2.32K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC8$2.32K0.00%00.0%Unchanged
Millstone Evans Group, LLC8$2.32K0.00%00.0%Unchanged
Kilter Group LLC8$2.32K0.00%+8New
Financial Consulate, Inc9$2.61K0.00%+9New
Cornerstone Financial Management LLC9$2.61K0.00%+9New
Golden State Wealth Management, LLC9$2.62K0.00%−2−18.2%Reduced
Plato Investment Management Ltd9$2.62K0.00%00.0%Unchanged
Country Trust Bank10$2.90K0.00%00.0%Unchanged
Aspect Partners, LLC10$2.90K0.00%00.0%Unchanged
SHP Wealth Management10$2.90K0.00%+10New
Capital Advisors, Ltd. LLC12$3.00K0.00%−225−94.9%Reduced
Winch Advisory Services, LLC10$3.01K0.00%00.0%Unchanged
Salomon & Ludwin, LLC11$3.15K0.00%−35−76.1%Reduced
City State Bank11$3.19K0.00%+4+57.1%Added
J.Safra Asset Management Corp11$3.19K0.00%+11New
Pittenger & Anderson Inc11$3.19K0.00%00.0%Unchanged
LRI Investments, LLC11$3.27K0.00%00.0%Unchanged
Horizon Financial Services, LLC13$3.77K0.00%−8−38.1%Reduced
Centennial Bank13$3.77K0.00%00.0%Unchanged
Old Second National Bank of Aurora13$3.77K0.00%+13New
First PREMIER Bank15$4.00K0.00%00.0%Unchanged
Creative Financial Designs Inc14$4.06K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC14$4.06K0.01%+14New
Alerus Financial NA15$4.35K0.00%00.0%Unchanged
Anchor Investment Management, LLC15$4.35K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.15$4.35K0.00%+15New
Signature Equity Partners, LLC15$4.37K0.00%+15New
CBIZ Investment Advisory Services, LLC16$4.64K0.00%+8+100.0%Added
Sachetta, LLC16$4.64K0.00%+8+100.0%Added
Sound Income Strategies, LLC16$4.71K0.00%+14+700.0%Added
Root Financial Partners, LLC17$4.93K0.00%−12−41.4%Reduced
Bartlett & Co. Wealth Management LLC17$4.93K0.00%+17New
Geneos Wealth Management Inc.18$5.22K0.00%−8−30.8%Reduced
Align Financial, LLC5,223$5.22K0.00%+5,223New
Strategic Wealth Partners, Ltd.18$5.27K0.00%00.0%Unchanged
Cornerstone Planning Group LLC21$5.67K0.00%+11+110.0%Added
Gunpowder Capital Management, LLC dba Oliver Wealth Management20$5.80K0.00%+20New
Avion Wealth22$6.00K0.00%+21+2,100.0%Added
Harbour Investments, Inc.21$6.09K0.00%+5+31.3%Added
Altshuler Shaham Ltd21$6.09K0.00%+21New
Ankerstar Wealth, LLC21$6.09K0.01%+21New
Turning Point Benefit Group, Inc.22$6.38K0.00%−2−8.3%Reduced
Ransom Advisory, Ltd22$6.38K0.00%+22New
Asset Dedication, LLC24$6.96K0.00%00.0%Unchanged
Darwin Advisors, LLC24$7.08K0.00%00.0%Unchanged
TD Capital Management LLC25$7.25K0.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac16$7.33K0.00%+16New
Financial Network Wealth Advisors LLC27$7.83K0.01%−4−12.9%Reduced
S&T Bank27$7.83K0.00%00.0%Unchanged
Piscataqua Savings Bank29$8.41K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd29$8.42K0.00%00.0%Unchanged
Guinness Atkinson Asset Management Inc29$8.51K0.00%+29New
Key Financial Inc30$8.71K0.00%00.0%Unchanged
Dogwood Wealth Management LLC32$9.29K0.00%+27+540.0%Added
Atlantic Edge Private Wealth Management, LLC32$9.29K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$9.58K0.00%00.0%Unchanged
Lodestone Wealth Management LLC33$9.58K0.00%+33New
Crews Bank & Trust35$10.2K0.00%00.0%Unchanged
UMA Financial Services, Inc.36$10.4K0.00%+31+620.0%Added
Spire Wealth Management38$11.0K0.00%−30−44.1%Reduced