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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 497 | $144.3K | 0.00% | +78+18.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 509 | $147.7K | 0.04% | +509 | New |
| Hantz Financial Services, Inc. | 525 | $152.0K | 0.00% | +118+29.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 538 | $156.1K | 0.25% | +538 | New |
| Rowland & Co Investment Counsel | 545 | $158.2K | 0.03% | −125−18.7% | Reduced |
| AdvisorNet Financial, Inc | 580 | $168.3K | 0.01% | +12+2.1% | Added |
| CoreCap Advisors, LLC | 602 | $174.7K | 0.01% | −320−34.7% | Reduced |
| Basecamp Wealth Advisors LLC | 616 | $178.8K | 0.04% | +616 | New |
| Tema ETFs LLC | 619 | $179.6K | 0.01% | +619 | New |
| Grove Bank & Trust | 625 | $181.4K | 0.02% | +625 | New |
| Natixis | 632 | $183.4K | 0.00% | −5,419−89.6% | Reduced |
| Exchange Traded Concepts, LLC | 641 | $186.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 641 | $186.0K | 0.01% | +142+28.5% | Added |
| Bullock Wealth Management Group | 642 | $186.4K | 0.09% | +1+0.2% | Added |
| ORG Wealth Partners, LLC | 659 | $191.2K | 0.04% | +358+118.9% | Added |
| Sovran Advisors, LLC | 694 | $201.0K | 0.02% | +694 | New |
| Brady Family Wealth, LLC | 696 | $202.0K | 0.06% | −10−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 699 | $202.8K | 0.02% | −169−19.5% | Reduced |
| Parsons Capital Management Inc | 700 | $203.1K | 0.01% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 700 | $203.1K | 0.04% | +700 | New |
| Prelude Capital Management, LLC | 706 | $204.9K | 0.02% | +706 | New |
| Pinnacle Financial Partners, Inc. | 707 | $205.2K | 0.00% | +707 | New |
| Ascent Group, LLC | 714 | $207.2K | 0.01% | +714 | New |
| Diversified Enterprises, LLC | 714 | $207.3K | 0.01% | +15+2.1% | Added |
| Prime Capital Investment Advisors, LLC | 717 | $208.1K | 0.00% | −1,542−68.3% | Reduced |
| Citizens Financial Group Inc | 719 | $208.6K | 0.00% | +719 | New |
| Whittier Trust Co of Nevada Inc | 714 | $209.1K | 0.00% | −348−32.8% | Reduced |
| ING Groep NV | 729 | $211.5K | 0.00% | +729 | New |
| Apella Capital, LLC | 729 | $211.6K | 0.00% | +729 | New |
| Bryn Mawr Trust Co | 730 | $211.8K | 0.00% | +80+12.3% | Added |
| Marathon Capital Management | 730 | $211.8K | 0.05% | +730 | New |
| Tiaa Trust, National Association | 737 | $213.9K | 0.00% | +737 | New |
| Mirabella Financial Services LLP | 738 | $214.2K | 0.02% | +738 | New |
| Provident Investment Management, Inc. | 739 | $214.4K | 0.02% | −250−25.3% | Reduced |
| Danske Bank A/S | 740 | $214.7K | 0.00% | −21,120−96.6% | Reduced |
| Keybank National Association | 747 | $216.8K | 0.00% | +747 | New |
| Net Worth Advisory Group | 747 | $216.9K | 0.04% | −19−2.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 750 | $217.6K | 0.01% | +750 | New |
| Angeles Wealth Management, LLC | 756 | $219.4K | 0.01% | +756 | New |
| Meeder Advisory Services, Inc. | 768 | $222.8K | 0.01% | −9−1.2% | Reduced |
| Aureus Asset Management, LLC | 775 | $224.9K | 0.01% | 00.0% | Unchanged |
| Burney Co | 776 | $225.2K | 0.01% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 784 | $226.5K | 0.06% | −8−1.0% | Reduced |
| Mattern Wealth Management LLC | 788 | $228.6K | 0.04% | −189−19.3% | Reduced |
| Crossmark Global Holdings, Inc. | 788 | $228.7K | 0.00% | −854−52.0% | Reduced |
| Roberts Glore & Co Inc | 788 | $228.7K | 0.06% | −114−12.6% | Reduced |
| Clear Harbor Asset Management, LLC | 790 | $229.3K | 0.02% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 791 | $229.5K | 0.05% | +11+1.4% | Added |
| Sentinus, LLC | 797 | $231.3K | 0.02% | +797 | New |
| Metis Global Partners, LLC | 801 | $232.4K | 0.01% | −2,392−74.9% | Reduced |
| Patton Fund Management, Inc. | 808 | $234.5K | 0.03% | +808 | New |
| HighPoint Advisor Group LLC | 810 | $235.2K | 0.01% | −119−12.8% | Reduced |
| GTS Securities LLC | 811 | $235.3K | 0.01% | +811 | New |
| Valeo Financial Advisors, LLC | 812 | $235.6K | 0.01% | +812 | New |
| Canada Post Corp Registered Pension Plan | 820 | $238.0K | 0.01% | +200+32.3% | Added |
| EP Wealth Advisors, LLC | 824 | $239.1K | 0.00% | +824 | New |
| Hurlow Wealth Management Group, Inc. | 827 | $240.0K | 0.06% | −123−12.9% | Reduced |
| Alliance Wealth Advisors, LLC | 846 | $245.5K | 0.05% | −607−41.8% | Reduced |
| Gen-Wealth Partners Inc | 853 | $247.5K | 0.08% | −2,603−75.3% | Reduced |
| QRG Capital Management, Inc. | 855 | $248.2K | 0.00% | −48−5.3% | Reduced |
| National Philanthropic Trust | 857 | $248.7K | 0.00% | −83−8.8% | Reduced |
| Natural Investments, LLC | 863 | $250.0K | 0.06% | +15+1.8% | Added |
| Keeler Thomas Management LLC | 862 | $250.0K | 0.12% | −1,939−69.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $250.7K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 858 | $251.4K | 0.01% | +858 | New |
| Aptus Capital Advisors, LLC | 880 | $255.4K | 0.00% | +880 | New |
| Icon Wealth Advisors, LLC | 886 | $257.2K | 0.02% | +57+6.9% | Added |
| 111 Capital | 887 | $257.4K | 0.06% | −32−3.5% | Reduced |
| Belpointe Asset Management LLC | 887 | $257.6K | 0.01% | +34+4.0% | Added |
| HM Payson & Co | 891 | $258.6K | 0.00% | −75−7.8% | Reduced |
| Malaga Cove Capital, LLC | 894 | $259.4K | 0.09% | +894 | New |
| Kera Capital Partners, Inc. | 1,023 | $260.2K | 0.03% | +1,023 | New |
| STRS Ohio | 897 | $260.3K | 0.00% | −11−1.2% | Reduced |
| Parcion Private Wealth LLC | 904 | $262.3K | 0.02% | +904 | New |
| Camden Capital, LLC | 914 | $265.5K | 0.02% | −24−2.6% | Reduced |
| Stock Yards Bank & Trust Co | 922 | $267.6K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 926 | $268.9K | 0.00% | −125−11.9% | Reduced |
| West Bancorporation Inc | 932 | $270.5K | 0.14% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 943 | $273.6K | 0.02% | −10−1.0% | Reduced |
| Wincap Financial LLC | 953 | $276.6K | 0.19% | +953 | New |
| Marex Group plc | 955 | $277.1K | 0.00% | +955 | New |
| Empirical Finance, LLC | 960 | $278.6K | 0.01% | −35−3.5% | Reduced |
| Fiduciary Trust Co | 961 | $278.9K | 0.00% | +961 | New |
| Caxton Associates LLP | 962 | $279.2K | 0.01% | +97+11.2% | Added |
| Snowden Capital Advisors LLC | 966 | $280.3K | 0.01% | −357−27.0% | Reduced |
| Kestra Private Wealth Services, LLC | 968 | $281.0K | 0.00% | −1,323−57.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 971 | $281.8K | 0.00% | −19,937−95.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 973 | $282.3K | 0.10% | +480+97.4% | Added |
| Verity & Verity, LLC | 974 | $282.6K | 0.02% | −228−19.0% | Reduced |
| Silver Lake Advisory, LLC | 981 | $284.8K | 0.11% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 983 | $285.3K | 0.08% | −219−18.2% | Reduced |
| Profit Investment Management, LLC | 992 | $287.9K | 1.16% | −588−37.2% | Reduced |
| Dakota Wealth Management | 994 | $288.4K | 0.01% | +994 | New |
| Stratos Wealth Partners, LTD. | 998 | $289.7K | 0.00% | −66−6.2% | Reduced |
| Numerai GP LLC | 1,007 | $292.2K | 0.04% | −773−43.4% | Reduced |
| MUFG Securities Americas Inc. | 1,009 | $292.8K | 0.02% | −11−1.1% | Reduced |
| QSV Equity Investors LLC | 1,011 | $293.4K | 0.43% | +131+14.9% | Added |
| Birch Hill Investment Advisors LLC | 1,012 | $293.7K | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 1,015 | $294.5K | 0.00% | −5,880−85.3% | Reduced |
| CSS LLC | 1,020 | $296.0K | 0.02% | +1,020 | New |