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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
Globeflex Capital L P0$00.00%−309−100.0%Sold out
Mather Group, LLC.0$00.00%−283−100.0%Sold out
Swedbank AB0$00.00%−185−100.0%Sold out
Bokf, NA0$00.00%−104−100.0%Sold out
Alpine Bank Wealth Management0$00.00%−58−100.0%Sold out
Raiffeisen Bank International AG0$00.00%−35−100.0%Sold out
West Branch Capital LLC0$00.00%−28−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−24−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−22−100.0%Sold out
Archer Investment Corp0$00.00%−21−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−18−100.0%Sold out
Keener Financial Planning LLC0$00.00%−17−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−12−100.0%Sold out
Red Tortoise LLC0$00.00%−8−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−2−100.0%Sold out
Rise Advisors, LLC0$00.00%−2−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−2−100.0%Sold out
Quest 10 Wealth Builders, Inc.0$00.00%−2−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−2−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−1−100.0%Sold out
Bay Harbor Wealth Management, LLC0$00.00%−1−100.0%Sold out
Davis Capital Management0$00.00%−1−100.0%Sold out
North Capital, Inc.0$00.00%−1−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%0Sold out
Cloud Capital Management, LLC0$00.00%−3−100.0%Sold out
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
AXA Investment Managers S.A.––––Not filed
Wolverine Trading, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Shell Asset Management Co––––Not filed
Glenmede Investment Management, LP––––Not filed
Promus Capital, LLC––––Not filed
Ridgewood Investments LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Pinebridge Investments, L.P.––––Not filed
Lindenwold Advisors––––Not filed
Fullcircle Wealth LLC––––Not filed
Creekmur Asset Management LLC––––Not filed
Amica Retiree Medical Trust––––Not filed
Hemington Wealth Management––––Not filed
Pineridge Advisors LLC––––Not filed
Binnacle Investments Inc––––Not filed
Texas Capital Bancshares Inc––––Not filed