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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 40 | $11.6K | 0.00% | +40 | New |
| Oakworth Capital, Inc. | 40 | $11.6K | 0.00% | +40 | New |
| ZRC Wealth Management, LLC | 41 | $11.9K | 0.00% | +41 | New |
| Western Pacific Wealth Management, LP | 42 | $12.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 46 | $13.3K | 0.00% | −7−13.2% | Reduced |
| TD Waterhouse Canada Inc. | 47 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 51 | $13.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 48 | $14.1K | 0.00% | −61−56.0% | Reduced |
| Johnson Financial Group, Inc. | 49 | $14.2K | 0.00% | +19+63.3% | Added |
| Korea Investment CORP | 50 | $14.5K | 0.00% | −9,676−99.5% | Reduced |
| First United Bank Trust | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 53 | $15.4K | 0.00% | +53 | New |
| MV Capital Management, Inc. | 54 | $15.7K | 0.00% | +38+237.5% | Added |
| Eurizon Capital SGR S.p.A. | 55 | $16.0K | 0.00% | +55 | New |
| Clear Street Markets LLC | 56 | $16.3K | 0.00% | −9−13.8% | Reduced |
| South State Corp. | 56 | $16.3K | 0.00% | +11+24.4% | Added |
| Bank of Jackson Hole Trust | 57 | $16.5K | 0.01% | −64−52.9% | Reduced |
| Bayban | 58 | $16.8K | 0.01% | +58 | New |
| GW&K Investment Management, LLC | 57 | $17.0K | 0.00% | +16+39.0% | Added |
| Colonial Trust Co | 59 | $17.0K | 0.00% | +12+25.5% | Added |
| Ancora Advisors, LLC | 60 | $17.4K | 0.00% | +59+5,900.0% | Added |
| Ogorek Anthony Joseph | 65 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 62 | $18.0K | 0.01% | +9+17.0% | Added |
| Private Wealth Asset Management, LLC | 63 | $18.3K | 0.00% | −38−37.6% | Reduced |
| Rosenberg Matthew Hamilton | 64 | $18.5K | 0.00% | 00.0% | Unchanged |
| Motco | 67 | $19.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 70 | $20.3K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 70 | $20.3K | 0.00% | +70 | New |
| Optiver Holding B.V. | 71 | $20.6K | 0.00% | +71 | New |
| Private Trust Co NA | 72 | $20.9K | 0.00% | −85−54.1% | Reduced |
| Smithfield Trust Co | 74 | $21.0K | 0.00% | +12+19.4% | Added |
| Community Bank, N.A. | 74 | $21.5K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 75 | $21.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 78 | $22.6K | 0.00% | −25−24.3% | Reduced |
| DT Investment Partners, LLC | 80 | $23.2K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 80 | $23.2K | 0.00% | +80 | New |
| Quent Capital, LLC | 84 | $24.4K | 0.00% | +6+7.7% | Added |
| Cromwell Holdings LLC | 89 | $25.8K | 0.01% | +89 | New |
| Washington Trust Advisors, Inc. | 91 | $26.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 92 | $26.7K | 0.02% | +40+76.9% | Added |
| Siemens Fonds Invest GmbH | 92 | $26.8K | 0.00% | −520−85.0% | Reduced |
| First Community Trust NA | 93 | $27.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 94 | $27.3K | 0.00% | +4+4.4% | Added |
| Generali Investments, Management Co LLC | 95 | $27.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 97 | $28.1K | 0.00% | +9+10.2% | Added |
| Winnow Wealth LLC | 99 | $28.8K | 0.02% | +1+1.0% | Added |
| Field & Main Bank | 100 | $29.0K | 0.01% | +100 | New |
| Sentry Investment Management LLC | 104 | $30.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 106 | $30.8K | 0.00% | −451−81.0% | Reduced |
| Trust Co | 108 | $31.3K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 109 | $31.6K | 0.01% | +109 | New |
| Litman Gregory Asset Management LLC | 109 | $31.6K | 0.00% | +109 | New |
| Onefund, LLC | 111 | $32.2K | 0.02% | +9+8.8% | Added |
| Board of the Pension Protection Fund | 120 | $34.8K | 0.03% | +120 | New |
| Elyxium Wealth, LLC | 122 | $35.5K | 0.01% | +122 | New |
| Atlantic Union Bankshares Corp | 129 | $37.4K | 0.00% | −33−20.4% | Reduced |
| Parkside Financial Bank & Trust | 137 | $39.8K | 0.00% | −209−60.4% | Reduced |
| Lummis Asset Management, LP | 140 | $40.6K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 142 | $41.2K | 0.03% | −8−5.3% | Reduced |
| Hilltop National Bank | 150 | $43.5K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 156 | $45.3K | 0.01% | +4+2.6% | Added |
| Federated Hermes, Inc. | 160 | $46.4K | 0.00% | −2−1.2% | Reduced |
| Montag A & Associates Inc | 163 | $47.2K | 0.00% | +147+918.8% | Added |
| Los Angeles Capital Management LLC | 179 | $48.2K | 0.00% | +179 | New |
| Group One Trading, L.P. | 166 | $48.2K | 0.00% | +166 | New |
| TD Private Client Wealth LLC | 167 | $48.5K | 0.00% | +127+317.5% | Added |
| Coastline Trust Co | 170 | $49.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 172 | $49.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 177 | $51.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 183 | $53.1K | 0.00% | −1−0.5% | Reduced |
| Wellington Grp LLC | 214 | $62.1K | 0.02% | +214 | New |
| Kempen Capital Management N.V. | 218 | $63.3K | 0.00% | −20,423−98.9% | Reduced |
| Ronald Blue Trust, Inc. | 220 | $63.8K | 0.00% | −37−14.4% | Reduced |
| Addison Advisors LLC | 225 | $65.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 228 | $66.2K | 0.00% | +1+0.4% | Added |
| SRS Capital Advisors, Inc. | 229 | $66.5K | 0.00% | −2,479−91.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 237 | $68.8K | 0.01% | +237 | New |
| Evolution Wealth Management Inc. | 240 | $69.6K | 0.06% | +240 | New |
| ORG Partners LLC | 243 | $70.5K | 0.01% | +27+12.5% | Added |
| Compagnie Lombard Odier SCmA | 260 | $75.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 261 | $75.7K | 0.00% | +156+148.6% | Added |
| MCF Advisors LLC | 264 | $76.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 269 | $78.1K | 0.00% | +211+363.8% | Added |
| Measured Wealth Private Client Group, LLC | 276 | $80.1K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 282 | $82.0K | 0.00% | +257+1,028.0% | Added |
| CVA Family Office, LLC | 288 | $83.6K | 0.01% | +173+150.4% | Added |
| Te Ahumairangi Investment Management Ltd | 290 | $84.2K | 0.02% | +290 | New |
| Brown Brothers Harriman & Co | 311 | $90.2K | 0.00% | +289+1,313.6% | Added |
| Versant Capital Management, Inc | 321 | $93.2K | 0.01% | +9+2.9% | Added |
| Wexford Capital LP | 342 | $99.2K | 0.03% | +342 | New |
| Caldwell Trust Co | 357 | $103.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 365 | $105.9K | 0.00% | −101−21.7% | Reduced |
| SJS Investment Consulting Inc. | 378 | $109.7K | 0.01% | +103+37.5% | Added |
| True Wealth Design, LLC | 398 | $115.5K | 0.03% | +398 | New |
| Assetmark, Inc | 406 | $117.8K | 0.00% | +269+196.4% | Added |
| Estabrook Capital Management | 425 | $123.3K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 430 | $124.0K | 0.00% | −13−2.9% | Reduced |
| Aquatic Capital Management LLC | 435 | $126.2K | 0.00% | +435 | New |
| Delta Asset Management LLC | 450 | $130.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 461 | $134.0K | 0.07% | +349+311.6% | Added |